For Coaches · Onboarding
Invite Clients Without the Friction.
Email invites or magic links — track acceptance, collect payment, and land clients in a branded portal ready for their first program.
Invite methods
Email invites vs magic links.
Both paths land clients in the same branded onboarding flow — choose based on how you reach the lead.
Email invites
Send a branded invite from your coach workspace. Clients get a clear call-to-action and land on your cover page.
- Best for warm leads already in your CRM
- Tracks open-to-accept in your roster view
Magic links
Copy your shareable /invite URL — text it, post it, or drop it in a bio. One link handles new signup or existing-account join.
- Works for public funnels and DMs
- Optional paid join gate via Stripe
Track acceptance
Know who accepted — and who still needs a nudge.
Find your invite link
Copy your client invite URL from your profile. It opens on a branded page with your own cover image, ready to send to a lead or post publicly.
Brand your inviteNew client or existing account
The same link handles both: a brand-new signup, or an existing Coach Links client joining your roster instead of starting over.
Gate it, if you charge to join
Turn on an optional paid join price and interval — Stripe collects it before onboarding continues, and your plan's roster capacity is enforced automatically.
See the full invite flowStart with context, not a blank slate
Set a custom welcome message and optional onboarding questions so you know goals, history, and preferences before your first session.
They land ready to train
Once onboarded, assign a workout or nutrition plan and it's waiting on their Today queue — no second setup step for you or them.
Training & workoutsTurn your next lead into an onboarded client.
Start free, copy your invite link, and send your first client straight into a ready-to-go portal.
See the full invite product surface.
Deep-dive Client Invite & Onboarding for paid gates, capacity, and welcome flows.
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