Welcome to the comprehensive guide on using upcoach's Online Payments and Offer Pages feature! This powerful tool transforms how you sell and deliver your coaching services, enabling you to create professional sales offers and handle payments seamlessly. Whether you're new to digital coaching tools or an experienced coach looking to optimize your sales process, this guide will help you leverage the Offers feature to grow your coaching business effectively.
Understanding the Power of Offers in Coaching
The Online Payments and Offer Pages feature is designed to streamline the sales process for coaches while providing a professional and convenient purchasing experience for clients. This dual-focused approach ensures value delivery at both ends of the coaching relationship.
For the Coach
The Offers feature provides coaches with powerful tools to automate and optimize their sales process:
Automated Sales System: Create professional offer pages once and sell your coaching services 24/7, eliminating the need for constant manual intervention in the sales process.
Professional Brand Presentation: Showcase your coaching programs with branded checkout pages that build trust and credibility with potential clients.
Simplified Financial Management: Handle all transactions securely through Stripe integration, with easy tracking of sales and flexible pricing options for different client needs.
Streamlined Client Onboarding: Benefit from automatic program enrollment and seamless client onboarding, reducing administrative overhead and allowing more focus on actual coaching.
For the Client
Clients experience a modern, straightforward purchasing process that sets the tone for their coaching journey:
Convenient Self-Service Experience: Make informed decisions and purchase coaching services at their own pace, with all necessary information readily available.
Secure and Professional Transactions: Complete purchases confidently through trusted payment processing, with immediate confirmation and clear next steps.
Instant Program Access: Gain immediate access to coaching programs upon purchase, with automatic enrollment and clear onboarding guidance.
Flexible Payment Options: Choose from various payment plans and options that best suit their budget and preferences.
In the following sections, we'll explore the specific features and capabilities of Online Payments and Offer Pages, guiding you through the process of creating and managing successful coaching offers on the upcoach platform.
Deep Dive
Core Offer Creation Flow
Understanding the offer creation process and its place within upcoach is essential for coaches looking to sell their services effectively. The feature follows a logical flow designed to create professional, high-converting offers.
Initial Stripe Connection
Before you can begin creating offers on upcoach, you must first connect your Stripe account to the platform. This is a mandatory first step that applies to all offers, including free ones. The requirement ensures your account is properly set up for any future paid offerings and maintains consistency across the platform. When you attempt to create your first offer, the system will automatically prompt you to complete the Stripe connection if you haven't already done so.
Important Notes about Stripe:
Required for both paid and free offers
Must be completed before creating any offers
Cannot be skipped or bypassed
Ensures secure payment processing capability
Offer Details Setup
The first section of offer creation modal focuses on the basic information and presentation of your offer. Start with a clear, compelling title that captures the essence of your coaching program. The description field provides rich-text formatting options, allowing you to format your content using bold, italic, lists, links and headers (H1-H3) to create an engaging presentation.
For visual appeal, you can upload a cover photo, which should be:
PNG or JPG format
Up to 50MB in size
Recommended dimensions: 600 x 400px
Finally, customize your offer's URL. This creates a professional and memorable web address for sharing your offer.
Product Configuration
This crucial step determines how your coaching programs will be delivered to clients. When configuring your offer, you'll need to select between two distinct program formats.
Group/Cohort Format
When you select the Group/Cohort option, all buyers will be added to the same program instance. This creates a shared learning environment where clients can interact with each other, making it ideal for:
Group coaching programs
Workshop-style offerings
Cohort-based courses
Community-focused programs
1on1 Format
The 1on1 option works differently - each purchase triggers the creation of a new program instance using your selected program as a template. This means:
Every client gets their own private program space
The template program is duplicated for each purchase
You can maintain consistent program structure while providing individual attention
Perfect for personalized coaching experiences
Payment Structure
Setting up your payment structure is straightforward but requires careful consideration. The system offers several key options:
Price Setting
Enter
0for free offersAny amount above
0activates paid offer settingsPrice should reflect the value of your coaching program
Currency and Billing
You can select your preferred currency (such as USD) and choose between:
One-time payments
Other billing plan options
Advanced Settings
If you're on the Pro Plan, you'll have access to additional settings that help create urgency and customize the checkout experience:
Offer Limitations
Control the availability of your offer by setting:
Maximum number of sales allowed
Specific end date for offer availability
Checkout Page Customization
Create a compelling sales page by configuring:
A "Why join?" section title
Up to three key benefits (each with character limits for optimal presentation)
Custom messaging throughout the checkout process
Final Review and Publication
Before saving your offer, review all settings carefully. Check:
Spelling and formatting in all text fields
Pricing and payment settings
Program format selection
Advanced settings (if applicable)
Once you're satisfied with all elements, click "Save Changes" to publish your offer.
Important Notes About Offer Modifications:
Before First Sale:
All offer elements can be updated including products, pricing, and settings
You have complete flexibility to make any necessary changes
Take this time to test and perfect your offer setup
After First Sale:
Products within the offer cannot be modified
Other elements like description, pricing, and advanced settings can still be updated
This restriction ensures consistency for purchased programs
Best Practice: Before actively promoting your offer, we recommend:
Double-checking all product selections
Testing the buyer experience
Verifying program settings
Confirming all automation settings
This approach helps ensure you won't need to make critical changes after sales begin.
Stats Overview
Understanding your offer performance is crucial for business growth. The Stats dashboard provides three essential metrics that give you immediate insights into your coaching business performance.
The Total Number of Sales metric specifically tracks your paid sales completions, excluding free offer sign-ups. This focused count helps you monitor your revenue-generating activities and understand your program's market performance. By tracking this number over time, you can better understand your sales patterns and growth trajectory.
Total Amount of Sales presents your revenue in your configured currency, including both gross and net amounts. This dual display helps you understand both your total revenue and actual earnings after fees. The net amount calculation provides clarity on your actual business income, helping with financial planning and program pricing strategies.
The Total Number of Refunds metric helps you monitor customer satisfaction and return rates. This important indicator can help you identify potential issues with program delivery or pricing, allowing you to make necessary adjustments to improve customer satisfaction and retention.
Sales Dashboard
The Sales dashboard serves as your central hub for transaction management, providing a comprehensive view of all your offer-related financial activities.
Each transaction record includes essential information such as the purchase date, status, buyer details, and payment amount. This organized display helps you maintain clear records of all your business transactions. The interface is designed for easy scanning and monitoring of your sales activities.
The dashboard includes powerful management tools that enhance your ability to track and manage transactions effectively. You can filter transactions based on various criteria and export your sales data for external analysis. A direct link to your Stripe Dashboard provides access to more detailed financial management tools when needed.
Remember: While upcoach provides this convenient interface for monitoring and basic management, all financial transactions and refunds are processed through your connected Stripe account, ensuring secure and reliable payment processing.
Coupons
Each coupon requires a few key elements for setup. Start by giving your coupon a descriptive title that helps you identify its purpose. The promo code is what your clients will enter at checkout - this could be something memorable like "EARLYBIRD" or "SPRING2024". For the discount value, you can specify a percentage off the original price.
You have the flexibility to either apply a coupon to all your offers or target it to a specific offer. This targeting capability helps you create focused promotional campaigns for particular programs or services.
To maintain control over your promotions, you can set specific usage parameters:
Maximum Redemptions: Limit how many times a coupon can be used
Expiration Date: Set a deadline for coupon validity
The coupons dashboard provides a clear overview of all your promotional codes, allowing you to manage them effectively. You can filter coupons by team member and sort them by creation date, making it easy to track and organize your promotional efforts.
Remember: Strategic use of coupons can help drive sales during launches, reward early adopters, or provide special offers to specific audience segments. Consider your pricing strategy carefully when creating discount coupons to maintain your program's value proposition.
Offer Page Components
The offer page serves as your program's digital storefront, designed to present your coaching program professionally and persuasively to potential clients. Let's explore how each component works together to create a compelling offer presentation.
Header Section
The page opens with your program's key identifiers:
Clear, descriptive program title
Professional cover photo (when added)
Initial value proposition statement
In our example, "Business Growth Accelerator 2024: 12-Week Group Coaching Program" immediately communicates the program's purpose, format, and duration.
Main Description
This is a rich text (WYSIWYG) editor section where you create your offer's main content. For effective presentation:
Start with a compelling value proposition
Use formatted text for hierarchy and readability
Include emojis for visual appeal
Structure content with clear sections
What's Included Box
A dedicated section displaying:
Program name(s)
Assets included in the program(s)
Payment structure
Price clearly displayed
Simple, clean format
In addition to these, it has an accordion component which lists the key benefits of the offer. This expandable section allows potential clients to explore detailed value propositions while keeping the page clean and organized.
Purchase Action Area
The bottom section focuses on conversion with:
Required contact fields (marked with *)
Full name
Email address
Clear call-to-action button ("Continue to payment")
The page automatically handles formatting and layout, allowing you to focus on creating compelling content in the description editor. The system ensures consistent presentation across different devices and screen sizes.
Tips and Best Practices
Before Creating Your First Offer
Make sure you have:
Connected your Stripe account
Created and tested your program
Prepared your program description
Gathered any visual assets (cover photo recommended: 600x400px)
Structuring Your Offer
Program Format
For group coaching: Pick the Group/Cohort option to add all buyers to the same program
For individual coaching: Choose 1on1 option to create separate programs for each client
Remember: This can't be changed after the first sale
Pricing Strategy
Set price to
0for free offersPrice paid offers based on your program value
Consider creating multiple price points for different service levels (You need to create a separate offer for each price point)
Creating Effective Descriptions
Keep your offer description:
Clear and benefit-focused
Well-formatted with headers and bullet points
Focused on outcomes
Professional in tone
Testing Your Offer
Before promoting:
Preview the offer page
Verify all links work
Check mobile appearance
Confirm pricing display
Remember: You can edit everything in your offer before the first sale. After that, the products cannot be changed, but other elements remain editable.
Common Scenarios and Solutions
Free Lead Magnet
Set price to
0Keep the offering simple and specific
Use it to demonstrate your expertise
Great for building your email list
Group Program Launch
Choose Group/Cohort format
Set clear start dates
Define maximum participant numbers if needed
All buyers join the same program
1on1 Coaching Packages
Select 1on1 format
Structure your template program carefully
Each buyer gets their own program instance
Allows for personalized coaching experience
Early-Bird vs Standard Pricing
Create separate offers for the same program
Use Pro Plan features to set time limits
Keep pricing and deadlines clear
Communicate the value of early enrollment
Different Service Tiers
Create distinct offers for different service levels
Clearly differentiate the value of each tier
Use the same program as base template
Adjust pricing to reflect value differences
Frequently Asked Questions
Can I create an offer without connecting Stripe?
No, connecting your Stripe account is mandatory for creating any offers, including free ones. This ensures your account is properly set up for all future offerings.
How do group and 1on1 program formats differ?
In group formats, all buyers are added to the same program instance, creating a shared learning environment. In 1on1 formats, each purchase creates a separate program instance from your template, providing individualized spaces for each client.
What can I modify after my offer has its first sale?
After the first sale, you can modify most elements like description, pricing, and advanced settings, but you cannot change the products within the offer to ensure consistency for purchased programs.
How do I create a free offer?
To create a free offer, simply set the price to 0 during the payment setup. Remember that you still need a Stripe connection even for free offers.
Can I use the same coupon for multiple offers?
No, you can create coupons that apply to all your offers, or you can target them to a single specific offer for focused promotional campaigns.
What happens when a client purchases a 1on1 offer?
When a client purchases a 1on1 offer, the system automatically creates a new program instance from your template, enrolls the client, and provides them immediate access to their personalized program space.
How do I track sales and revenue?
The Stats dashboard provides three key metrics: Total Number of Sales (excluding free offers), Total Amount of Sales (including net amounts), and Total Number of Refunds. You can also access detailed transaction information in the Sales dashboard.
Can I set limitations on my offers?
Yes, if you're on the Pro Plan, you can set maximum sales limits and specific end dates for offer availability through the Advanced Settings.
How do I handle refunds?
While you can monitor refunds through the upcoach interface, all financial transactions and refunds are processed through your connected Stripe account for secure handling.
Can I create multiple offers for the same program?
Yes, you can create different offers for the same program with varying prices, formats, or target audiences, making it perfect for early-bird pricing, premium packages, or different service tiers.