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automations","\u002Fen\u002Fautomation-and-ai\u002Fyour-first-automation","en\u002F7.automation-and-ai\u002F2.your-first-automation",{"title":129,"path":130,"stem":131,"children":132,"page":21},"Billing","\u002Fen\u002Fbilling","en\u002F8.billing",[133],{"title":134,"path":135,"stem":136},"Managing client billing","\u002Fen\u002Fbilling\u002Fmanaging-client-billing","en\u002F8.billing\u002F1.managing-client-billing",{"id":138,"title":28,"body":139,"description":847,"extension":848,"links":849,"meta":850,"navigation":851,"path":29,"seo":852,"stem":30,"__hash__":853},"docs_en\u002Fen\u002F2.clients-and-onboarding\u002F1.creating-a-coaching-package.md",{"type":140,"value":141,"toc":834},"minimark",[142,146,152,162,167,183,192,207,211,230,237,287,324,331,369,382,392,398,405,409,416,503,510,521,524,530,534,538,553,556,562,567,571,582,588,598,612,618,621,625,635,648,652,662,684,698,702,716,725,731,744,782,786,792,798,810,819,828],[143,144,145],"p",{},"Create a package for the coaching service you want to offer. Set the price, choose the resources clients receive and describe what's included. Save a draft while you work through the details.",[147,148],"guide-video",{"library-id":149,"title":150,"video-id":151},"757500","Creating a coaching package video guide","c5fcc6fc-6f0a-4a31-969e-f8bac24ac622",[153,154,155,159],"details",{},[156,157,158],"summary",{},"Read video transcript",[143,160,161],{},"Open Revenue, then Packages. Choose Add package. Set the name, price and billing terms. Choose your coaching resources. Describe what clients receive. Review the details, then save a draft. Reopen your package to check your changes. Your draft is saved, ready to finish later.",[163,164,166],"h2",{"id":165},"start","1. Open Packages",[143,168,169,170,174,175,178,179,182],{},"Open ",[171,172,173],"strong",{},"Revenue"," in the left sidebar, choose ",[171,176,177],{},"Packages",", then select ",[171,180,181],{},"Add package",".",[143,184,185],{},[186,187],"img",{"alt":188,"height":189,"src":190,"width":191},"Revenue menu open with Packages selected in the left sidebar.",720,"\u002Fguides\u002Fcreating-a-coaching-package\u002F01-revenue-menu.png",1280,[143,193,194,195,198,199,202,203,206],{},"For online payments, connect Stripe or PayPal through ",[171,196,197],{},"Integrations"," before publishing an online package. Without a connected provider, new packages start in ",[171,200,201],{},"Offline"," mode and ",[171,204,205],{},"Online"," is unavailable.",[163,208,210],{"id":209},"terms","2. Set the price and billing terms",[143,212,213,214,217,218,221,222,225,226,182],{},"Enter a ",[171,215,216],{},"Package name",", ",[171,219,220],{},"Price"," and ",[171,223,224],{},"Currency",". Use a name clients will recognise, such as “Monthly coaching”. Enter amounts with a decimal point, for example ",[227,228,229],"code",{},"150.00",[143,231,232,233,236],{},"Choose a ",[171,234,235],{},"Package type",":",[238,239,240,253],"table",{},[241,242,243],"thead",{},[244,245,246,250],"tr",{},[247,248,249],"th",{},"Type",[247,251,252],{},"Use it for",[254,255,256,267,277],"tbody",{},[244,257,258,264],{},[259,260,261],"td",{},[171,262,263],{},"One-time",[259,265,266],{},"A single payment, such as an eight-week coaching programme.",[244,268,269,274],{},[259,270,271],{},[171,272,273],{},"Subscription",[259,275,276],{},"A recurring payment at the interval you choose.",[244,278,279,284],{},[259,280,281],{},[171,282,283],{},"Initial then subscription",[259,285,286],{},"A starting period with its own price, followed by the recurring price.",[143,288,289,290,221,293,296,297,221,300,303,304,221,307,310,311,313,314,221,317,320,321,323],{},"For a recurring package, choose an ",[171,291,292],{},"Interval",[171,294,295],{},"Interval count",". ",[171,298,299],{},"Month",[227,301,302],{},"1"," means monthly billing; ",[171,305,306],{},"Week",[227,308,309],{},"2"," means every two weeks. For ",[171,312,283],{},", complete ",[171,315,316],{},"Initial period days",[171,318,319],{},"Initial period price"," as well. The main ",[171,322,220],{}," field sets the recurring amount after that period.",[143,325,326,327,330],{},"Choose ",[171,328,329],{},"Access duration"," and complete the fields that apply:",[332,333,334,357,363],"ul",{},[335,336,337,340,341,344,345,348,349,352,353,356],"li",{},[171,338,339],{},"Limited:"," for a one-time package, choose a unit under ",[171,342,343],{},"How long for?"," and enter the ",[171,346,347],{},"Duration",". For a recurring package with a fixed payment count, enter ",[171,350,351],{},"Stop after payments",". Selecting ",[171,354,355],{},"Limited"," alone does not set that count.",[335,358,359,362],{},[171,360,361],{},"Until cancelled:"," use this for ongoing access. With a subscription, clients keep access while they keep paying.",[335,364,365,368],{},[171,366,367],{},"Lifetime:"," use this for access without a fixed end date. Check the package type too; changing access duration does not change a subscription into a one-time payment.",[143,370,371,372,375,376,378,379,381],{},"Under ",[171,373,374],{},"Payment mode",", choose ",[171,377,205],{}," to take payment through a connected provider, or ",[171,380,201],{}," to handle payment outside online checkout. An online package needs a positive price and at least one selected provider before you publish it.",[143,383,384,387,388,391],{},[171,385,386],{},"Include tax"," reveals ",[171,389,390],{},"Tax percentage",". Despite the label, this percentage adds tax to the online charge. For example, a price of 100 with 10% tax gives a charge of 110. Enter the percentage that applies to your service.",[143,393,394],{},[186,395],{"alt":396,"height":189,"src":397,"width":191},"Monthly coaching package with a 150 US dollar monthly price, access until cancelled and offline payment mode.","\u002Fguides\u002Fcreating-a-coaching-package\u002F03-package-details.png",[143,399,400,401,404],{},"Select ",[171,402,403],{},"Next"," to continue.",[163,406,408],{"id":407},"resources","3. Choose the coaching resources",[143,410,411,412,415],{},"In ",[171,413,414],{},"Attach coaching resources",", choose the forms and plans you want to include. Check preselected forms before continuing, as Kahunas may fill these from your defaults.",[238,417,418,428],{},[241,419,420],{},[244,421,422,425],{},[247,423,424],{},"Resource",[247,426,427],{},"What you can select",[254,429,430,440,450,460,470,483,493],{},[244,431,432,437],{},[259,433,434],{},[171,435,436],{},"Check-in form",[259,438,439],{},"A form for clients to report progress.",[244,441,442,447],{},[259,443,444],{},[171,445,446],{},"Daily habit",[259,448,449],{},"A form for daily tracking.",[244,451,452,457],{},[259,453,454],{},[171,455,456],{},"Questionnaire",[259,458,459],{},"An initial questionnaire for onboarding.",[244,461,462,467],{},[259,463,464],{},[171,465,466],{},"Workout plans",[259,468,469],{},"Up to five workout plans.",[244,471,472,480],{},[259,473,474,221,477],{},[171,475,476],{},"Supplement plan",[171,478,479],{},"Nutrition plan",[259,481,482],{},"One plan of each type.",[244,484,485,490],{},[259,486,487],{},[171,488,489],{},"Community",[259,491,492],{},"A community, if your account has this feature.",[244,494,495,500],{},[259,496,497],{},[171,498,499],{},"Education courses",[259,501,502],{},"Courses to include, if your account has Education.",[143,504,505,506,509],{},"Use ",[171,507,508],{},"No value"," to leave a single resource out. Search the resource list to find a form or plan. For workout plans, select or deselect the plans you need.",[143,511,512,513,516,517,520],{},"For a selected education course, you can enter a delay under ",[171,514,515],{},"Unlock after (days)",". Leave it blank or enter ",[227,518,519],{},"0"," for access without a delay; enter a positive whole number to release it that many days after the client's package assignment. The course must be published for clients to access it.",[143,522,523],{},"These choices provide package defaults for client setup and access. Saving the package does not replace forms or plans on existing clients. Review each client's assignments when changing their coaching setup.",[143,525,526],{},[186,527],{"alt":528,"height":189,"src":529,"width":191},"Package resources showing Weekly check-in, Daily foundations and Getting to know you selected.","\u002Fguides\u002Fcreating-a-coaching-package\u002F04-resources.png",[143,531,400,532,182],{},[171,533,403],{},[163,535,537],{"id":536},"describe","4. Describe what clients receive",[143,539,540,541,544,545,548,549,552],{},"Write a ",[171,542,543],{},"Description"," that explains your service and how you coach. Add at least one ",[171,546,547],{},"Feature",", such as “Weekly check-ins”. Use ",[171,550,551],{},"Add feature"," for more lines, up to five, and the remove button beside a line to take it out.",[143,554,555],{},"Clients see the description and feature list on the checkout page. You need a description and at least one feature before publishing.",[143,557,558],{},[186,559],{"alt":560,"height":189,"src":561,"width":191},"Package description and Weekly check-ins feature beside the checkout page preview.","\u002Fguides\u002Fcreating-a-coaching-package\u002F05-description.png",[143,563,400,564,566],{},[171,565,403],{}," to review the package.",[163,568,570],{"id":569},"save","5. Review, then save or publish",[143,572,573,574,577,578,581],{},"Check the name, price, payment mode, access terms and selected resources in ",[171,575,576],{},"Review package",". Use ",[171,579,580],{},"Previous section"," to make changes.",[143,583,584],{},[186,585],{"alt":586,"height":189,"src":587,"width":191},"Review package screen with the package details and Save draft beside Publish.","\u002Fguides\u002Fcreating-a-coaching-package\u002F06-review.png",[143,589,326,590,593,594,597],{},[171,591,592],{},"Save draft"," to finish later. You can save a draft from any wizard step. Find it under ",[171,595,596],{},"Draft"," on the Packages page and select its row to continue. Closing the wizard without saving loses your unsaved entries.",[143,599,326,600,603,604,607,608,611],{},[171,601,602],{},"Publish"," once the offer is ready. Kahunas checks the required details and prepares any online payment settings, then shows the package as ",[171,605,606],{},"Active"," under the ",[171,609,610],{},"Live"," filter. You still need to invite a client or have them complete signup before a client payment or subscription can start.",[143,613,614],{},[186,615],{"alt":616,"height":189,"src":617,"width":191},"Monthly coaching saved under the Draft filter with zero seats.","\u002Fguides\u002Fcreating-a-coaching-package\u002F07-saved-draft.png",[143,619,620],{},"If saving or publishing reports an error, check the package list before starting again. The draft may have saved before a later step failed. Reopen that package, correct the details and retry.",[163,622,624],{"id":623},"invite","6. Use the package during onboarding",[143,626,169,627,630,631,634],{},[171,628,629],{},"Clients",", start an invitation and choose your active, visible package. Review the plan start date, payment choice and form assignments before sending. Follow ",[632,633,10],"a",{"href":11}," for the full invitation flow.",[143,636,637,638,641,642,644,645,647],{},"If you opened the package wizard through ",[171,639,640],{},"Set up a package"," during an invitation, ",[171,643,602],{}," returns you to that flow. ",[171,646,592],{}," leaves the package unfinished.",[163,649,651],{"id":650},"share","Share your offer",[143,653,169,654,657,658,661],{},[171,655,656],{},"More package actions"," beside a package and choose ",[171,659,660],{},"Copy payment link"," to copy its signup link. Offline packages have no online checkout, so this action is unavailable for them. Publish an online package and check its payment setup before sharing the link with clients.",[143,663,664,665,668,669,672,673,676,677,221,680,683],{},"For a page with several offers, select ",[171,666,667],{},"Preview pricing"," from Packages. You can edit the pricing title, description and button label, choose ",[171,670,671],{},"Paper"," or ",[171,674,675],{},"Ink",", and decide whether to show billing terms. Add up to seven active packages, set their order and check the ",[171,678,679],{},"Desktop",[171,681,682],{},"Mobile"," previews.",[143,685,400,686,689,690,693,694,697],{},[171,687,688],{},"Save pricing"," to apply your pricing-page changes. Use ",[171,691,692],{},"Copy embed code"," to add the pricing table to a website that accepts iframe embeds. Use ",[171,695,696],{},"Copy public link"," when available to share the pricing page itself.",[163,699,701],{"id":700},"manage","Edit and organise packages",[143,703,704,705,217,708,217,710,221,712,715],{},"Use the ",[171,706,707],{},"All",[171,709,610],{},[171,711,596],{},[171,713,714],{},"Archived"," filters to find an offer. Switch between list and card views if you prefer.",[143,717,718,719,721,722,724],{},"Select a package to edit it. ",[171,720,592],{}," puts the edited package into Draft, including an offer that was active before you edited it. Review and ",[171,723,602],{}," when you want the edited offer available again. Saving package terms does not rewrite existing client subscriptions; review an existing client's billing from their profile before changing their agreement.",[143,726,727],{},[186,728],{"alt":729,"height":189,"src":730,"width":191},"More package actions showing Feature, Hide, Archive, Copy payment link, Copy ID and Delete.","\u002Fguides\u002Fcreating-a-coaching-package\u002F09-manage.png",[143,732,733,734,221,737,740,741,743],{},"Use the row's ",[171,735,736],{},"Move up",[171,738,739],{},"Move down"," controls, or drag its reorder handle, to change the order. The ",[171,742,656],{}," menu includes:",[332,745,746,752,758,764,770,776],{},[335,747,748,751],{},[171,749,750],{},"Feature \u002F Unfeature:"," highlight an offer. You can feature one non-archived package at a time.",[335,753,754,757],{},[171,755,756],{},"Hide \u002F Show:"," control visibility. A hidden package won't appear among the visible offers; check this if you can't choose it during onboarding.",[335,759,760,763],{},[171,761,762],{},"Archive:"," retire an offer. Archiving does not cancel existing client subscriptions.",[335,765,766,769],{},[171,767,768],{},"Restore:"," make an archived package active again. Check its terms and payment setup before restoring it.",[335,771,772,775],{},[171,773,774],{},"Copy ID:"," copy the package identifier if support needs it.",[335,777,778,781],{},[171,779,780],{},"Delete:"," remove an unused package after confirming. Kahunas blocks deletion when it has active assignments, active subscriptions, a pending checkout or payment history. Archive an offer with sales history instead.",[163,783,785],{"id":784},"troubleshooting","If you can't finish",[143,787,788,791],{},[171,789,790],{},"Online is unavailable:"," check the connection status of Stripe or PayPal in Integrations. Choose Offline if you intend to collect payment outside online checkout.",[143,793,794,797],{},[171,795,796],{},"Publish is unavailable or fails:"," check the description, at least one feature, pricing and selected payment provider. Review tax values and course delays for validation messages.",[143,799,800,803,804,806,807,809],{},[171,801,802],{},"A limited one-time package won't save:"," enter a positive whole-number ",[171,805,347],{}," and choose ",[171,808,343],{},". This is required even for a draft.",[143,811,812,815,816,818],{},[171,813,814],{},"Stop after payments reports an error:"," choose ",[171,817,355],{}," access duration if you want to set a payment count.",[143,820,821,824,825,827],{},[171,822,823],{},"A resource is missing:"," search by its name, confirm you have created it in the correct part of Kahunas and check any loading or error message in the selector. Choose ",[171,826,508],{}," if you want to add it later.",[143,829,830,833],{},[171,831,832],{},"An offer is missing from an invitation or pricing page:"," check that it is active and visible. Drafts and archived packages are not ready for new signup.",{"title":835,"searchDepth":836,"depth":836,"links":837},"",2,[838,839,840,841,842,843,844,845,846],{"id":165,"depth":836,"text":166},{"id":209,"depth":836,"text":210},{"id":407,"depth":836,"text":408},{"id":536,"depth":836,"text":537},{"id":569,"depth":836,"text":570},{"id":623,"depth":836,"text":624},{"id":650,"depth":836,"text":651},{"id":700,"depth":836,"text":701},{"id":784,"depth":836,"text":785},"Set your coaching price and billing terms, include forms and plans, and save or publish a package. Learn how to share it and manage changes.","md",null,{},true,{"title":28,"description":847},"HFl3E3wa9mAmC25M1KjtkRsFvAoKdMo6Qo89dUKQ0SI",[855,857],{"title":18,"path":19,"stem":20,"description":856,"children":-1},"Review work waiting for you, check your schedule, and understand your roster and revenue overview.",{"title":32,"path":33,"stem":34,"description":858,"children":-1},"Build an onboarding questionnaire, choose questions, add it to a package and manage your clients’ answers.",1792652753511]