In private coaching, every conversation matters. So does every follow-up.
But keeping everything in one place? That’s the hard part — until now.

With upcoach, you can run your entire coaching flow — sessions, tasks, notes, resources, voice messages — all in one place. No more tool-switching. Just clarity, focus, and real progress for both you and your client.

Your coaching practice is unique — but some things are universal:

That’s exactly what upcoach is built for.

And yes — you can still run group programs, online courses, or communities later.
But first, let’s master your 1-on-1 foundation.

There’s no single “right” way to do coaching.
Some coaches follow a proven framework. Others prefer a session-by-session flow. Most blend both.

upcoach flexes to fit your unique style. Here are just some of the ways you might use it:

➡️ Ready to bring this to life?
Let’s build your first private coaching program — together.
👇

Step-by-step to launch your first private coaching program in upcoach.

You’ve seen the big picture — now let’s put it into action.
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In the next few minutes, you’ll:

✅ Set up your private coaching space
✅ Add essential tools
✅ Create a version you can duplicate for every new client

This is where coaching with upcoach becomes real.

If you haven’t already, start by creating a test client.
This will allow you to assign tasks, events, Smart Docs, habits — and experience your program exactly as your clients will.

📹 Video: Watch how to create a sample client account in upcoach.

Let’s start with the container — your client’s personal space.

Steps:

Short answer: Yes.
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upcoach Chat is asynchronous and designed specifically for coaching — not for endless back-and-forths like WhatsApp or Telegram.

🛠 What’s Next?

Now that you’ve set up the foundation of your program, it’s time to bring it to life:

✅ Add your sample client to the program.

📹 Watch the video to see the different ways you can add a client to a program.

How to use Events, Meeting Notes, and Agendas inside your 1-on-1 program.

Your sessions are where transformation happens.
​

Whether you're exploring limiting beliefs or mapping out a quarterly action plan, upcoach helps you structure every meeting and capture what matters — with clarity and ease.

Let’s set up the core tools you’ll use around your live calls.

📹 Video: Watch how to create a single event and send invitations —

✅ Now, go to the program you're working on and create your first one-time event!

Here is how the invitation email you and your client will receive look like 👇

upcoach offers two powerful ways to capture what happens in your coaching sessions.
Use one — or both — depending on your coaching style.

Agendas are blocks you add inside your program. They shine when:

📹 Video: Watch how to design an Agenda — then go and create your own, just like in the video.

📹 Video: Watch how to attach and use an Agenda in an Event — then go and attach your own, just like in the video.

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upcoach doesn’t have a built-in scheduler yet (coming later this year!) — but you can easily embed external tool Calendly directly into your program.

📹 Video: Learn how to embed Calendly using Calendly block in upcoach.

Steps:

Now clients can book sessions with you — without ever leaving the platform.

Use Tasks, Habits, and Smart Documents to help your clients stay on track.

Coaching doesn’t just happen during the session.
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Growth happens between the sessions — when your client follows through, reflects, and puts ideas into action.

upcoach gives you a complete toolkit to keep momentum going — without making you feel like a micromanager.

Tasks in upcoach are simple, flexible, and powerful.

📹 Video: Watch how to create tasks and projects

Try it yourself:

💡 Use cases:

Habits are perfect for daily or weekly actions that create long-term change.

📹 Video: Learn how to create different types of habits, how to input data, and how to track progress over time.
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Your turn!

After watching, go ahead and add 2–3 habits to your sample client’s program.

What clients can track:

Example habits:

Smart Docs are interactive forms you design once and reuse forever.

You can use them to:

Examples:

📹 Video: Watch how to design a Smart Document

📹 Video: In this second video, you will learn:

This walkthrough will show you the full flow — from setup to client-facing experience — so you can start using Smart Docs as part of your coaching process right away.

🧭 What’s Next?

You now have the three core tools of accountability in place:

Next, let’s move on to training — because sometimes, your coaching includes teaching, too.

Use Courses and Smart Docs to deliver learning alongside transformation.

Many coaching programs include a teaching component.
Sometimes it’s a concept to introduce. Sometimes it’s a mindset shift.
Sometimes it’s simply: “Watch this, then let’s talk about what came up.”

Whether you call it training, curriculum, or homework — upcoach helps you deliver it clearly and tie it directly into your coaching flow.

Courses in upcoach are more than just video libraries — they’re interactive learning experiences.

Each lesson can include:

That means: Your client can watch, reflect, complete a task, and check in — all within the same lesson.

📹 Video: Watch how to build a course

📹 Video: Watch how to add a course to your program.

Don’t want to build a full course? No problem.
​Smart Docs lets you create mini-lessons — fast.

Examples:

This is ideal for:

When you first created your program, you selected blocks like Tasks, Events, File, etc.
​

Now let’s refine how everything is laid out.

📹 Video: Watch how to use the Program Editor. Then apply what you learn to shape the layout of your own program.

Pages appear in the left-hand menu — this is how your clients move through your program.

Tips:

To manage pages:

Blocks live inside pages and give each one its purpose — tasks, habits, videos, text, files, and more.

Tips:

🎨 Want to match your brand?

Make every client feel guided — without lifting a finger.

First impressions matter.
But repeating the same onboarding steps manually for every new client? That’s energy better spent on coaching.

With upcoach, you can set up your onboarding once — and let it run automatically every time.

You can pre-configure your program to:

📹 Video: Watch how to set up onboarding automation and apply it to your program.

You just built a coaching journey starter — on autopilot. 💫

Show them how far they’ve come — and why they should keep going.

Your client might not always notice their growth in the day-to-day.
But you do. And when you reflect that growth back — with specifics — it builds trust, motivation, and long-term commitment.

upcoach gives you a full picture of each client’s journey.

Each client has their own CRM Page — a clear timeline of progress.

What you’ll see:

To access:

It’s easy to overlook small wins. That’s why it’s powerful to say things like:

“In January, you were hesitant to say no to your clients.
Now, you’ve set clear boundaries with three projects — and reclaimed your weekends.”

Let upcoach be your memory.

Use CRM insights to guide these reflections.
You’ll be surprised how powerful it is when clients see their growth in writing.

Keep clients informed, nudged, and engaged — without overwhelming them.

Good coaching communication is timely, clear, and purposeful.
​

With upcoach, your clients receive just the right nudges to stay on track — and they’re always in control of what they receive.

Here’s how notifications work:

By default, clients receive email alerts when:

💡 These emails are short, actionable, and branded with your name and details.

Digest emails in upcoach deliver personalized summaries tailored to your clients' upcoming activities — helping them stay focused without being overwhelmed.

Here’s how it works:

🧭 Where to manage it:

Admin Panel > Settings > Digest
Here, you can choose what’s included and how often it's sent.

📸 A sample digest email 👇

When your client logs into upcoach, they’ll see:

The experience is clean, minimal, and designed to keep them focused.

With the upcoming client mobile app, push notifications will support:

Perfect for real-time accountability — especially in high-frequency coaching formats.

Clients can customize their own notification settings, including:

And as a coach, you also control what actions trigger notifications —
through your organization-level settings in the Admin Panel.

Be confident that your client’s experience is safe, private, and yours to control.

Trust is the foundation of every coaching relationship — and that includes how you handle data.

upcoach is built with privacy at its core, giving you full control over what clients see, what gets shared, and how information is stored.

As a coach, you can:

When you delete a client:

You’re always in control — no surprises.

Before inviting real clients, test the experience yourself.
Here’s how:

Try:

💡 You’ll see exactly what your client sees — minus Admin Panel access.

🧠 Bonus: You can use the “Login as Client” feature anytime to view from their perspective.

Create beautiful checkout pages and onboard clients — hands-free.

Coaches often ask:

“I have the program… but how do I sell it?”
“Can I onboard clients without doing it all manually?”

Yes. That’s what Offers are for.

An Offer is a built-in sales page where someone can:

You can include multiple program types — onboarding flows, private coaching, even group programs.

Steps:

✨ You now have a branded checkout flow — no external tools needed.

You wake up to:

✅ A new client onboarded
✅ Tasks, forms, and onboarding steps already assigned

You’ve now learned how to:

✅ Design a coaching program around your unique method
✅ Run live sessions, assign tasks, and track progress
✅ Automate onboarding for every new client
✅ Experience the platform as your client would
✅ Sell and scale — all from one place

Now It’s Time to…

Click the blue chat bubble inside your admin panel — we’d love to help.

Many coaches start here — but they don’t stay here.

From 1-on-1 programs, you can grow into:

And with upcoach, you don’t need to switch platforms — just layer on new formats as your business grows.

“I started with just 5 private clients.
Now I run a paid community, a group program, and a quarterly cohort.
upcoach scaled with me.”

🟦 End of Guide - Thanks for watching.