How to Set Up an Automated Pre-Made Package

Tim Saye

July 11, 2024

This video shows you how to create an automated coaching package that clients can sign up for through your website or a direct link.

You’ll learn how to build your package step by step. From choosing client groups and scheduling content to setting up payment options, trial periods, and signup form preferences.

Once the package is live, new clients can join instantly, receive all assigned content, and start their coaching journey without any manual setup from you.

To see a full breakdown of each step, read the blog post here.

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Highlights

Easy Package Setup: Learn how to create pre-made packages quickly using the PT Distinction platform, allowing clients to sign up easily through your website or direct link.
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Automated Group Enrollment: Automatically add clients to specified groups upon signing up, such as onboarding programs or challenges, enhancing the onboarding experience.
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Flexible Payment Options: Customize payment settings, including one-off payments, subscriptions, and free trials, giving you the flexibility to meet different client needs.
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Client Management Features: Utilize features that manage clients who do not complete sign-up, including the option to add them to follow-up marketing email groups, ensuring no potential client is overlooked.