Add training packages and focuses for consultations
Add the packages and training focuses coaches offer at the end of a consultation.
Where: Web, for admins and solo coaches
Packages are the plans you offer a client at the end of a consultation. Focuses are the goals you coach toward, such as Strength, Rehab, or Sport-Specific. The AI uses both to suggest the right ones. Org admins find them in Admin, on the Consultation tab. Solo coaches find them in Setup, under Consultation settings. There the focuses tab is named Training Focuses.
Add a training package
Open the Packages tab. The list is titled Training Packages. A new account shows "No training packages configured."
Select Add Package. The Add New Package window opens.
Fill in the form:
Package Name and Description.
Monthly Price (EFT). This is the monthly auto-pay price.
Paid in Full Price. This is a one-time payment. It is optional.
Sessions, Duration (weeks), and Sessions/Week.
Ideal For (AI Context). Describe who the package suits. This helps the AI recommend the right package for each client.
Display Order. A number that sets where the package shows in the list.
Active (visible to clients). Leave it on to offer the package.
Select Save.
To change a package, select the pencil on its card. To delete it, select the trash can, then select Delete in the Delete Package window.
To hide a package without deleting it, use the Active switch at the bottom of its card. It then shows Inactive.
Add a training focus
Open the Focuses tab (Training Focuses in Setup). A new account shows "No training focuses configured."
Select Add Focus. The Add New Training Focus window opens.
Fill in the form:
Focus Name and Description.
Intensity Level, for example High, Moderate, or Low.
Focus Areas. Type one, then select Add. Repeat for more.
Ideal For (AI Context). Describe who this focus suits.
Display Order.
Active (available for recommendations). Leave it on to use the focus.
Select Save.
To change a focus, select the pencil on its card. To delete it, select the trash can, then select Delete in the Delete Training Focus window.
Price by the session
Instead of one price per package, you can price by the session with a rate grid.
Open the Settings tab. Change Package Pricing Mode from EFT / Paid in Full (individual packages) to Per-Session Grid (rate matrix), then select Save Changes.
The Packages tab now shows Per-Session Grid Pricing instead of Add Package. Enter your agreement lengths, session lengths, sessions per week, and your rates. To add semi-private packages, turn on Semi-Private Training. The page shows a Preview.
Select Generate. The button shows the number of packages, for example Generate 12 Packages. This replaces all packages that were made from the grid before.
Some organizations do not see Package Pricing Mode. They always use individual packages.
Common questions
What does Inactive mean?
The package or focus is not offered or recommended. Use the switch on the card to turn it back on.
Can I hide prices during the consultation?
Yes. Turn on Hide Package Pricing in the Settings tab, then select Save Changes. Then Commit to Plan goes straight to Complete Consultation.
I'm in an organization and don't see Setup > Consultation settings.
Setup shows Consultation settings to solo coaches only. Coaches in an organization don't see it. Org admins set these up in Admin > Consultation.