Clients

Create programs and packages

Updated

Under Programs, click New template to build a reusable program with items and a price; mark it Client-selectable to show it on your clients' Packages page.

Build a program template

  1. 1Open Programs and click New template.
  2. 2Give it a title, niche and description, and add the items (sessions, check-ins, milestones). Generate with AI drafts the items for you to edit.
  3. 3Set the price, currency and billing cadence (one-time, monthly or per program), or leave it without a price.

Let clients choose a package

Switch on Client-selectable and the program shows on your clients' Packages page. When a client picks one, you're notified.

Related guides

Add or import clientsTrack invoices and client payments

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