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 AccountYour DashboardYour Profile SettingsYour Branding on CoachVantageAppointment and Calendar SettingsManage your Availability Type SettingsConnecting Your External CalendarConnecting to ZoomConnecting to Payment GatewaysInvoice & Payment Settings
CV Meet - Native Video & Audio Communication Tool
CV Meet (Native Video) - Feature OverviewCV Meet - Plan allowances and add-ons for call time and data storageCV Meet - How to record meetings, download and share recordingsCV Meet - How to share call recordings with clients automatically for all calls related to programs
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 Individual Contact Record PageNotes on Individual Contact Record PageFiles on Individual Contact Record PageIndividual Contact Record PageSessions on 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 an Event Booking Page on your WebsiteWhat does my Event Booking Page look like?'View Event Bookings' Page Overview
1:1 Coaching Programs
1:1 Coaching Programs - Feature OverviewHow to Create a Coaching Program (Standard Program)How to Set Up Payment Options for your Coaching ProgramsWhat does my Coaching Program Sign-up Page Look Like?Program Enrollments Page OverviewHow 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 Integration
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)
Signing up for a Client PortalClient Portal DashboardHow to Sign Up to a Coaching Program in the Client PortalHow to Book Sessions (Appointments) with your CoachHow to Pay Invoices in the Client PortalHow to Manage Coaching AssignmentsHow to Manage Coaching GoalsHow to Respond to FormsHow to use the Resource Library in the Client PortalHow to Take Notes in the Client PortalHow to Access Coaching Program ResourcesHow to View your Coach's Profile in the Client PortalHow to Access My Coaching Programs in the Client PortalHow to E-sign a Contract in the Client Portal

What does my Event Booking Page look like?

See what your clients see when they land on your event booking page

The images below illustrate what your event booking page looks like to clients:

Booking Page Preview

This is a preview of what your online booking page looks like when published.

About Me

Confirmation Page Settings

We've added a default message that your clients will see on the confirmation page after successfully booking the appointment. Feel free to change it or customize your message.

Note: When your clients have successfully booked an appointment, CoachVantage automatically sends an email confirmation containing the appointment details.

Display your social pages' icons

If you select 'Yes', your social pages' icons (Facebook, Instagram, etc) will be displayed on the confirmation page.

Note: You must configure your social pages' URL in My Profile > Business Details for the icons to be displayed.

Enable social sharing

If you select 'Yes', your clients can promote your event on their social pages after they have made a booking.

 

 

Enable page redirect

If you select 'Yes', you can automatically redirect clients to another web page (such as to your website or a custom thank you page ) from the confirmation page.

Simply enter the URL of the web page and set the time (in seconds) for auto-redirect.

Tip: You'll want to give your clients sufficient time to read the messages on the confirmation page, so be sure to set sufficient time before the redirection.
 

Client Testimonials

You can add up to 5 client testimonials.

Tip: Client testimonials are great for providing honest, unbiased feedback about you. It's a great way to demonstrate social proof of your value.

Self-Scheduling

Clients would be able to book appointments with you according to your available time slots. Clients can view time slots according to the timezone that they are in:

 

 

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