Nouveau Coaching

Coaching: program pages, applications and joining (preview)

A program can have a public page where people apply or join. Joining signs the agreement and pays the first invoice, and coaching starts when it is paid.

Coaching is a preview for site administrators.

  • Program page in a program's Edit details gives it a public page with its description, what it includes, its price and its coach.
  • Apply asks for a name, an email address and the answers to an application Form. Each application is listed on the program and in Waiting for you, with Accept and Decline. Accepting adds the person as a draft client, or, for a program with a price, emails them a link to join.
  • Join takes a name and an email address, the program's agreement to sign, and the first invoice to pay. The coaching waits as Pending until the invoice is paid in full, then starts that day and invites the client to their portal. Coaching not paid within 7 days ends and its invoice is voided.
  • In E-Signatures, a signer who has signed a request with a Related invoice is offered Pay on the signing page.