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How to Sell a Coaching Bundle
Want to fill your calendar and bring steady income? Selling coaching bundles lets you offer discounted per-session prices when clients book a package - like 5 calls at once. It’s a smart way to lock in more clients and create reliable cash flow without relying on one-off sessions.
You'll create your coaching call product in 3 simple steps:
1. Product preview
2. Checkout page
3. Checkout options
If you want to know how can these coaching calls be scheduled after the purchase, click here.
Creating a coaching bundle (Session Bundle)
1. Go to My Store and click on Create New Product. Choose Session Bundle as your product type
Product Preview
2. In Product preview, fill out the basic details about your coaching bundle
3. When you scroll down, you'll get to Session Bundle Details. You will enter the Number of sessions offered in the bundle, the duration of the sessions in the Duration per session window, and specify where it will take place in the Location window - you will choose from the pre-set options. You can add & edit them in Settings & My profile (bottom in the sidebar menu) -> Settings -> Advanced -> Locations.
4. Below that in Customer Scheduling, you'll choose how you want the call scheduling to take place:
Your customers will:
Custom - Receive a link to your external calendar (for example Calendly)
Disabled - Get a message that you will reach out to them about scheduling yourself
5. When you have the basics set up, hit Continue.
Checkout page
6. Next, you'll get to the Checkout page where you will upload a title image that will be displayed at the top of your Session Bundle product page, and you can also enter a longer description of your bundle. This is the page the customer will see after clicking on your product in the Creator Store.
Checkout options
7. Finally, you'll get the to Checkout options page. Here you can customize your product link (i.e. my.flowlance.com/flowie/complex-howling-training-bundle) and write a Success message the customer will see after the product purchase.
Additionally, you can add some super fancy sections that will give your product a more professional look and feel, and help you make even more money:
8. When you have everything set up, hit the Create button, and your bundle is live!
Scheduling session from a Session bundle
Here's how the session scheduling looks like after your customer purchases a Session bundle
After a customer purchases your Session bundle, the booking process will depend on the option you've chosen in Step 4 in the Customer Scheduling tab when creating the Session bundle - of course, you can edit this anytime.
If you've chosen Disabled, here's how it's going to look like:
1. When you'll see a new order on the Orders page, click in the customer's name
2. In the customer's profile, go to Orders and notice the new tab in Active packages. Here you can see how many sessions from the bundle are remaining to be scheduled - in this case it's 5. To schedule a session, click on Schedule
3. Now, specify the details including time and date, and hit Finish
4. You'll be asked whether you want the customer to be notified via email about the newly scheduled session. Choose the option you prefer
5. When you check the tab again, you'll see that the number of remaining sessions to be scheduled dropped to 4. This feature helps you to keep track of how many sessions you still owe every customer
If you've chosen Custom, here's how it's going to look like:
In the Custom option, you were asked to provide a link to your external scheduling tool like Cal.com or Calendly.
1. Right after the purchase, the customer will be provided with this link to schedule the sessions. In this case, you'll have to count the remaining sessions manually.
2. You will still have the option to schedule the sessions manually and the number of remaining sessions will automatically change. To do this, just follow the instructions as if you've chosen Disabled