Set up consultations
How consultations work and the order to set up packages, focuses, and settings.
Where: Web, for admins
A consultation is a guided meeting a coach runs with a new client. It has a health screening, a movement assessment, and an AI recommendation. At the end, the coach offers a training package and a training focus that fit the client. Org admins set up the packages, focuses, and settings once, and every coach on the team uses them.
Find it
Open Admin in the left menu.
Select the Consultation tab. It has three sub-tabs: Packages, Focuses, and Settings.
Only org admins see the Consultation tab. Coaches who are not admins do not see it. Some organizations also hide it. Solo coaches with no organization set this up in a different place: Setup, then Consultation settings. See Add training packages and focuses for consultations and Turn consultations on and change consultation settings.
Set up in this order
Packages. The Training Packages list shows each package as a card with its price, sessions, weeks, and sessions per week. Use Add Package to make one. See Add training packages and focuses for consultations.
Focuses. The Training Focuses list shows the goals you coach toward, such as Get Strong or Lose Fat. Use Add Focus to make one. See Add training packages and focuses for consultations.
Settings. Under Consultation Settings, choose the General Settings toggles and the Package Pricing Mode. Use Card Order and Built-in Cards to shape the steps coaches see. Select Save Changes when you finish. See Turn consultations on and change consultation settings.
Go Live. At the top right of Consultation Settings, turn the switch from Setup Mode to Live. Do this last, when your packages, focuses, and cards are ready. Then coaches see a Consultation button on each client's page.
Common questions
Can I share a consultation with people who are not clients yet?
Yes. Make a public booking link so new people can pick a time. See Share a public consultation link.
Why do I not see the Consultation tab?
Only org admins see it. Ask an org admin in your organization to open it. Some organizations also hide it.
Do I have to finish all three sub-tabs before going Live?
No. The switch works at any time. But coaches can only offer the packages and focuses you have added and left Active, so add those first.