This guide walks you through three easy ways to add and invite clients, and shares best practices to give them a smooth onboarding experience.
Key Takeaways
Add yourself as a client to preview the experience
Choose from 3 ways to add & invite: Email, Program Link, or Offer
Clients don’t see anything until you invite them
Offers are powerful for scalable onboarding (especially paid programs)
A short walkthrough or welcome video builds clarity and trust
1. Add Yourself First: See What They See
Adding yourself as a client is a quick way to test how your program looks from a client’s perspective. You'll catch small issues early and build with confidence.
Steps:
Go to Admin Panel > Clients
Click the ➕ plus button
Use a different email than your main upcoach login (e.g., your personal email)
Leave the program selection as “None”
Click Create Client
In the next step, choose whether to send the invitation email now or later
Open a different browser or incognito window and log in with your “client” email
You can also use the "Login as Client" feature anytime
Watch this quick demo to see the process in action!
2. Three Easy Ways to Add & Invite Clients
Option 1: Add Clients via Email (Single or Bulk)
Go to Admin Panel > Clients
Click the ➕ plus button
Enter one or more email addresses
Click Create Client
Choose whether to send invitations now or later
💡 Pro Tip:
When you create a client, they don’t get notified yet. You can prepare their program, add notes, assign tasks, and more — and send the invitation when you're ready.
What happens when you create vs. invite?
What happens when you create vs. invite?
Create Only:
Client record is created, but they can't log in
You can:
View their CRM
Add them to a program
Assign smart docs
Add private notes
Invite:
Sends an email with login details
If already in a program, they get immediate access
They see their homepage, start receiving notifications, and can update their profile
Option 2: Program Invitation Links
Program invitation links let clients self-register directly into a program.
Go to Admin Panel > Programs
Choose a program
Click the three-dot menu (⋯) and select Member Management
Click Create Invitation Link
You can:
Set usage limits
Create multiple links (e.g., different channels, discount tiers)
Track who signed up from which link
💬 Share links anywhere — email, WhatsApp, Telegram, or even Twitter.
⚠️ Anyone with the link can join the program.
Option 3: Using Offers
Offers are great when you want clients to sign up (and optionally pay) before accessing your program.
🛠️ Note: To use Offers, connect your Stripe account first.
With Offers, you can:
Create free or paid offers
Enroll clients into one or more programs automatically
For 1-on-1 programs, upcoach duplicates your template per client
For group programs, clients are added to the same shared space
3. Best Practices for Client Onboarding
upcoach is designed to be intuitive, but a little guidance goes a long way.
✅ Give a Quick Walkthrough
Use your first call to show clients the important sections of their program — what to expect, where to find tasks, how to submit docs.
🎥 Record a Welcome Video
Many coaches create short welcome videos that walk clients through the essentials.
📺 Watch how David, our CEO, onboards his own clients: