Knowledge Base
Knowledge Base
Signing Up & Subscription
How to Sign Up for CoachVantageHow to Upgrade Your Subscription or Change to Annual BillingHow to Cancel Your SubscriptionHow to Confirm Your Subscription to a Paid Plan
Getting Started
How to Login to Your AccountThe Complete Guide on How to Get Started With CoachVantageYour Profile SettingsYour DashboardYour Branding on CoachVantageAppointment and Calendar SettingsManage Your Availability Type SettingsConnecting Your External CalendarConnecting to ZoomConnecting to Payment GatewaysInvoice & Payment SettingsConnecting to Google MeetUpload Widget
SMS Notifications
How to Enable / Disable SMS Appointment NotificationsHow Can I Purchase Additional SMS Credits?How to Configure SMS Notifications for Events and Individual Programs?What do SMS Messages Look Like to Clients?How Coaches and Clients Can Consent to Receiving SMS NotificationsSMS Logs and Transactions History
Contacts
Contacts Page OverviewAdding ContactsExporting ContactsArchiving ContactsTagging ContactsInviting Contacts To Create A Client Portal Account
Individual Contact Record Page
Contracts on Individual Contact Record PageInvoices on Individual Contact Record PageForms on Individual Contact Record PagePrograms on an Individual Contact Record PageNotes on Individual Contact Record PageFiles on Individual Contact Record PageIndividual Contact Record PageSessions on An Individual Contact Record PageProfile on Individual Contact Record Page
Calendar
Calendar Page OverviewHow to Create a New Appointment with Your Clients
Scheduling (Events)
Scheduling Feature OverviewHow to Create an EventWhat do the Cancel and Reschedule booking pages look like?How to Embed Your Event Sign-Up Page on Your WebsiteWhat does my Event Booking Page look like?View Event Bookings Page OverviewScheduling and Programs Features in CoachVantage, Explained
1:1 Coaching Programs
Introducing the Updated CoachVantage 1:1 Programs InterfaceHow to Set Up Payment Options for Your Coaching ProgramsWhat Does My Coaching Program Sign-up Page Look Like?Program Enrollments Page OverviewHow to Mark a Session as MissedHow to Embed Your Coaching Program Sign-up Page to Your WebsiteHow to Create Automations for Your Coaching Programs
Managing Coaching Programs with your Clients
Group Coaching
Group Coaching - Feature OverviewHow to Create a Group Coaching ProgramHow to Enroll Clients to your Group Coaching ProgramGroup Coaching - How to manage group members and create cohorts
Notes
How to Use the Notepad Widget for Taking Session NotesHow to Take Session Notes and Share with Clients How to Easily Embed Videos in the Note Editor
Forms
Forms Page OverviewHow to Create a FormHow to Send a FormHow to View Form ResponsesWhat is an Active Form
Contracts
Contracts Feature OverviewHow to Send ContractsHow Clients E-sign ContractsHow Clients Can E-sign Contracts When Enrolling to Your Coaching Program
Resource Library
Resource Library - Files & TemplatesHow to Share Files with Clients
Invoices
Invoice Feature OverviewHow to Create One-off Invoices and Recurring InvoicesArchiving InvoicesCreating Invoices Without Stripe or PayPal IntegrationCreating Programs and Promo Codes in CoachVantage and StripeConnecting Your Stripe Account to CoachVantageHow to Set Up Automated Card Deductions & Subscriptions for Coaching Programs in CoachVantage
Coaching Log
Coaching Logs OverviewHow to Enable Automatic Logging of Coaching Time in Your Coaching LogHow to Include, Remove or Edit Coaching Time in Your Coaching Log
Client Portal (Getting Started for Coachees)
How to Sign Up for the Client PortalClient Portal DashboardHow to E-Sign a Contract in the Client PortalHow to Sign Up to a Coaching Program in the Client PortalHow to Access My Coaching Programs in the Client PortalHow to Book Sessions (Appointments) with your CoachHow to Pay Invoices in the Client PortalHow to Manage Coaching Assignments in the Client PortalHow to Manage Coaching Goals in the Client PortalHow to Respond to Forms in the Client PortalHow to Use the Resource Library in the Client PortalHow to Take Notes in the Client PortalHow to Access Coaching Program Resources in the Client PortalHow to View Your Coach's Profile in the Client PortalHow to Sign Up to Meet with Your Coach via the Client Portal
Frequently Asked Questions
CoachVantage Common FAQ'sSecurity in CoachVantage
Courses
Courses Feature OverviewCreating a Course
Webpage
Webpage Feature OverviewHow to Customize & Publish Your CoachVantage Webpage

Webpage Feature Overview

Learn about how our Webpage feature can help you attract new clients to your coaching business.

Overview

Your CoachVantage Webpage gives you a professional, customizable place to introduce your coaching business, showcase your services, and help prospective clients take the next step. You can share the page as a direct link or connect it to your existing website.

The video above provides a quick tour of the webpage and the main features available to you.

For step-by-step instructions on how to set-up your webpage, please refer to the article, Customize and Share Your CoachVantage Webpage.

What You Can Include 💻

Use your webpage to bring your most important information and offers together in one convenient place. You can display:

· A branded header with your page title, subtitle, and banner image

· Your coach profile, biography, social links, website, and licenses or certifications

· A welcome video that introduces you and your coaching approach

· 1:1 programs, group programs, courses, and events

· Client testimonials that build trust and credibility

· Frequently asked questions that help visitors understand what to expect

· Appointment booking options so prospective clients can schedule a session with you

Customize the Experience 🖋️

Open the webpage editor by selecting the pencil icon in the upper-right corner of your webpage. From the editor, you can:

· Edit your page content and decide which information appears

· Choose a layout and page style that suit your brand

· Customize fonts, font sizes, and brand colors

· Select which offerings appear and change their display order

· Show or hide profile details, testimonials, FAQs, and appointment booking

· Reorder webpage sections to create the flow you want

· Add SEO details and a social sharing image

Preview, Publish, and Share 📧

Before sharing your webpage, select Preview to see what visitors will experience. When you are ready, publish the page from the Content section of the editor.

To share your webpage, copy its public URL. If you already have a website, you can also copy the button code or embedded webpage code available under Website Embed.

Where to Find Your Webpage

From your CoachVantage Dashboard, select your name in the top-right corner, then select My Webpage.

Step-By-Steps Instructions on How to Customize and Share Your Webpage

Need detailed instructions? Refer to the full guide, Customize and Share Your CoachVantage Webpage, for step-by-step instructions for each feature.

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