Give Clients Access to Select Coaching Content

by | Apr 15, 2014 | LCO FAQ, Life Coach Office | 0 comments

Give Clients Access to Select Coaching Content

If you want a sub-set of your clients to have special access to Lessons and/or Bonus Material, you’ll need to set up a Group.

Groups are a simple yet powerful way to segment your awesome coaching content into programs or bonuses that clients can access if and when they pay for the privilege.

By thinking this way about all of your content you will start to see patterns and systems in your coaching that can take you, your clients and your business to totally new levels.

 

Here’s how to do it…

 

  • Go to My Account/Groups
  • Add New Group
  • Give your Group a name. Assign Lessons and Library resources (if you already created/uploaded them – if not you can add them in later). Feel free to set the other Group parameters if you like or skip them, all but the title is optional. Save your Group.
  • Go to your Client’s Coaching File and open her Account Settings

System Access

  • Select the Group you wish to add her to and Save
  • Now your client will see anything that has been uploaded to the Group

 

 

Test, Test, Test

If you have not done so already, we highly suggest setting yourself up with a test client account. This way you can change the test client’s account settings, log in as a client and double check that you can see what you expect to see.

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