Available for the Co-Create & Surge plans
Accessible to users with the role: Account Owner
If you have already created an account, skip to step 2
1. Create an account with your business email
Visit our sign-up page to create your Simply.Coach account
On signing up, you will receive an email with your activation link. Please check your spam if you don't find it in your inbox
Once you click on the activation link, your email will be verified and your account confirmed
This user will be the admin/superuser for your account & will have the ability to add/ delete users, create engagements, make payments, etc.,
2. Update your Billing information
Visit the "Billing & Plan" page from the left navigation
Click on "Update" next to Billing Details
Fill in your company details and Save. Note that these details will be used when invoices are sent to you.
3. Upgrade to Business plan
To move to the business plan, click on the "Upgrade Now" button
Choose the best plan for your coaching needs
Select "Coaching Business".
Select "USD", unless you're from India.
Choose to pay monthly or yearly.
Decide on the plan
If you aren't sure which plan to choose, and you would like to talk to someone from our team, do reach out and we'll be happy to make sure you make the right decision!
Go ahead and "Select" the plan.
Now also select the number of coaching seats you are purchasing:
Note that you can always increase or reduce the number of coaching seats you need.
For now, review your plan details & proceed to payment.
You will be taken to our payment processing partner's website (Stripe) where you can securely add your credit card details and subscribe to the plan. Complete your billing details and use your credit card to make payments.
On successful payment completion, you will be redirected back to the platform. Now, you will have the ability to add/ manage users.
2. Update global settings for your Business account
From the top right corner of the page, access the settings page to update your account settings
Update your Business Name, Logo - All outbound emails (reminders, confirmations, etc., ) and Digital forms will be customized accordingly.
Update Time zone & Date formats - This will be reflected across the system for session dates, reminders, etc.,
Note: Guest coaches on your account will have the ability to update their timezone and date format but will not be able to change the business name or logo
Here's a video tour of how Simply.Coach can help elevate your coaching business:
You have completed the basic setup for your business account. Now, you can proceed to adding Coaches, Program Managers & Client HR Partners