CoachingCloud helps you to work with two categories of client in your community:
There are two different ways to invite clients. If you want to form a One-to-One connection it is much smoother if you invite your clients from the One-to-One coaching area and NOT the community management area!
When you invite your clients from the One-to-One area in the front end of CoachingCloud, you are inviting them to share a One-to-One connection with you within your community. This would be used for your coaching and mentoring clients who are having sessions with you.
Your client will receive an invitation email with the branding and wording you configured earlier, and a link to join your community. When they follow this link they will be taken to your community registration page to finalise some details. Once they have completed this step they will be a member of your community and share a One-to-One connection with you. You don't need to wait for them to complete this step before you book One-to-One sessions or start a conversation. Once they've joined you'll have a private space where the two of you can interact.
Inviting One-to-One clients to a specific program
By default all One-to-One connections are added to the program called New Members. If you would like to invite clients to share a One-to-One connection with you in a specific program then you can configure this for each program. See the ‘Program Settings’ video on how to set this up. Once you have set your programs up to enable you to invite people directly to them, the video above takes you through the invitation process.
When you invite clients from the community management 'Programmes' area, the invitation is for the client to only join your community and not form a One-to-One connection with you. This method is typically used when you wish to provide access to online content for clients to work through on their own.
You can serve a large number of clients this way and when the client is ready to take One-to-One coaching from you (potentially at a higher fee) then a connection between the two of you can be formed at this time.