Creating a Coaching Product

A coaching product is a single type of session you offer, for example "30-Minute Vocal Lesson" or "1-Hour Production Mentorship". Each one has its own title, description, price, duration, availability, location and cancellation policy. You can have as many as you want, each with its own schedule.

This page covers everything on the product form except the schedule itself. The days, times, time zone and blocked days have their own page: setting availability.

How to create a coaching product

1. Go to Scheduling then Products in your dashboard.
2. Click Create Product.
3. Fill in the details (covered below).
4. Click Create Scheduling Product to save it.

You will land back on the products list. Your new session is live and bookable straight away.

The list shows each session with its cover image, price, duration, how many days ahead it can be booked, its minimum notice if you set one, and a one-line summary of your weekly hours.

Product details

Product title

Give the session a clear, specific name. This is what people see when browsing and what appears in their booking confirmation. Be specific about what they get: "30-Minute Songwriting Feedback Call" reads much better than just "Coaching".

The title needs to be at least 5 characters and no more than 100.

Description

Use the rich-text editor to explain what the session is, who it is for, and what someone will walk away with. Things worth covering:

• What you will actually do together: listen to their work, answer questions, walk through a topic.
• What they should bring or prepare beforehand.
• Who the session is best suited for: beginners, working artists, producers, writers.

Keep it conversational. People are paying for time with you, so let your voice come through. The description supports formatting like headings, lists and links, and needs to be at least 5 characters and no more than 1500.

Price

Set the price for a single session in your account currency. Think about how long the session is, what comes with it, and what your audience can afford.

You can set the price to 0 for a free session, for example a 15-minute discovery call. Free bookings are still confirmed and tracked, and no payment step is shown.

Cover image

Upload an image that represents the session. This shows up at the top of the booking page and as the thumbnail in your products list.

• Pick something clear and well-lit.
• Landscape works best, since the image is shown wide at the top of the booking page.
• Supported formats are standard image formats like JPG and PNG.

Duration

Pick how long each session runs:

• 30 minutes
• 45 minutes
• 1 hour
• 1 hour 30 minutes
• 2 hours

The duration controls how the booking calendar generates time slots. If you are available from 9:00 to 12:00 on a given day with a 1-hour duration, your audience sees three back-to-back slots: 9:00, 10:00 and 11:00.

Time between meetings

Add a buffer between back-to-back sessions so you have time to breathe, take notes or set up:

• None
• 15 minutes
• 30 minutes
• 1 hour

For example, with a 1-hour session and a 15-minute buffer, slots in a 9:00 to 12:00 window become 9:00 and 10:15. Each session is followed by its gap before the next one can start.

Days in future

This sets the maximum number of days ahead that the booking calendar reaches. You can set anything from 1 to 365.

A shorter window (say 14 days) keeps you from getting locked into commitments far ahead of time. A longer one (say 90 days) suits an audience that plans well in advance.

Minimum notice

Minimum notice is how much warning you need. Nobody can book a slot that starts sooner than this, and those slots are removed from the calendar rather than refused at checkout, so people never see a time they cannot have.

Pick one of:

• No minimum: the next open slot can be booked
• 1 hour, 2 hours, 4 hours, 8 hours, 12 hours
• 1 day, 2 days, 3 days, 7 days, 14 days, 30 days

Once you set anything above zero, a line under the field tells you exactly what it does: "The earliest slot on offer will start 1 day from now."

Time zone and availability days

Your time zone, your weekly hours and your blocked days all sit further down the same form. They have their own page: setting availability.

Where sessions happen

Under Where sessions happen you tell people how to actually attend. Whatever you choose here shows up in the confirmation email, every reminder, the calendar entry, and the client's sessions area on your site.

Pick one of:

• Not set. Nothing is sent. Your client gets a confirmation with the time and no way to attend, so you will need to send the link or the address yourself.
• Online (meeting link). Paste the Meeting link you already use, for example your own Zoom, Meet or Whereby room. TribeNest does not create a room for you. The link is shown as a clickable line in the confirmation and reminders, and travels into the calendar entry.
• In person (address). Type the Address, up to 500 characters. Include anything the client needs to find you: the door, the floor, the buzzer. This is what their calendar entry shows as the location.
• Video call on TribeNest. Sessions happen in a call on your own site, so there is no link to paste or send. Clients join from their account on your site from fifteen minutes before the session until two hours after it ends, and you join from the booking's menu in your dashboard.

You can override the location for one single session without changing the session type. See managing bookings.

Cancellation policy

Cancellation policy decides whether a client can cancel or move their own session, and by when. A slot they release goes straight back on your calendar for someone else to book.

Choose one of:

• Not set. Clients cannot cancel or reschedule themselves, so every change comes through you.
• No self-serve cancellation. Your client is told "This purchase cannot be cancelled."
• Until a cutoff before the session. Set the Cutoff (hours before the session), and your client is told "You can cancel up to 24 hours before this starts."
• Any time before the session. Your client is told "You can cancel any time before this starts."

As you choose, the form shows you the exact sentence under Clients are told:, so you can see what your audience will read before you save.

Cancellation terms

Cancellation terms is a free-text box, up to 2000 characters, for anything that one sentence cannot say: late arrivals, how you handle refunds, what happens if someone does not show. Your words are shown to your client on the booking page before they pay, and again on the session in their account.

When a client cancels within your policy on a paid session, the full amount is returned automatically and the time goes back on sale.

Questionnaire

Want to know a little about someone before your session? Add a Questionnaire to the product. Whoever books answers your questions during checkout, and their answers show up on the booking so you can prep ahead of time.

This is perfect for asking things like "What would you like to focus on?", "Share a link to your work", or "What's your experience level?"

To build a questionnaire:

1. Scroll to the Questionnaire section on the create or edit screen.
2. Click Add Question.
3. Pick a Question type:
   • Text (Single line) for short answers like a name or a link.
   • Textarea (Multiple lines) for longer, open-ended answers.
   • Select (Dropdown) for a fixed set of choices you define. Add each choice under Options.
4. Type the question itself.
5. Leave the question required, or tick Make this question optional if it is nice-to-have rather than must-have.

Add as many questions as you like. Drag the handle on the left of any question to reorder them. They appear to your audience in the order you set here. Click the trash icon to remove one.

Discount codes on sessions

Sessions accept discount codes at checkout, the same as anything else you sell.

1. Go to Operations then Coupons.
2. Create a code and set its Type to Booking.
3. Point it at Every booking service, or pick the specific sessions it applies to.

Your buyer sees a Have a discount code? link during checkout. Applying a code re-prices the booking on the spot, and the discount stays visible on the payment step so nobody is surprised by the total. Full details in coupons.

What your audience sees

When someone visits your session page they see your cover image, title, description, price, duration and your cancellation policy. They click Select Availability and step through:

1. Pick a time. The calendar shows one week at a time, with every open slot converted into their own time zone. They can flip forward to later weeks up to your booking window. Days you have blocked, times inside your minimum notice, and hours you are already busy do not appear.
2. Enter their details. First name, last name and email (entered twice to confirm), plus any questionnaire answers and a discount code.
3. Pay. If the session has a price, they pay through your connected payment account. Free sessions skip this step and go straight to confirmation.

Once a slot is selected it is held for them for 15 minutes while they check out, with a countdown on screen. If they take longer, the slot is released so someone else can grab it.

After payment goes through they see a confirmation, and the booking shows up under Scheduling then Bookings in your dashboard.

Editing a coaching product

You can change any of it at any time:

1. Go to Scheduling then Products.
2. Find the product, click the menu icon and pick Edit product.
3. Make your changes.
4. Click Update Scheduling Product to save.

Changes apply to new bookings. Existing bookings keep the time, price and cancellation policy they were booked with.

Archiving a coaching product

If you want to stop offering a session, temporarily or for good, archive it instead of deleting it. Archived products do not appear on your site, and existing bookings are preserved.

1. Go to Scheduling then Products.
2. Find the product, click the menu icon and pick Archive product.
3. Confirm.

To bring it back, open the Filters panel on the products list, switch to Archived Products, find the session and pick Unarchive product from the menu.

Where to go next

• Set your availability so people can actually book your session.
• Manage your bookings once they start coming in.
• See how clients manage their own sessions.
• Promote your sessions through an email campaign or feature them on your website.