Create a Coaching Product

A Coaching Product allows you to deliver structured, interactive coaching experiences directly inside Kajabi. Use it to schedule sessions, share resources, and guide customers through a personalized program. Learn more about Coaching Product overview.

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How the Coaching Product works

Coaching uses Kajabi’s built-in tools to manage scheduling and sessions in one place. You can schedule sessions with the Kajabi Scheduler and meet with clients using built-in live video, or connect third-party tools like Calendly, Zoom, or Google Meet. When a customer purchases an Offer connected to your Coaching Product, they are redirected to their Library to access the program. From there, they can schedule sessions, view agendas, and access shared resources.

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Create a Coaching program

Create a Coaching program and schedule sessions with your clients from your Kajabi account.

1. From the Dashboard, open the Products tab.
2. Select Coaching.
3. Select the Program tab, then click + New coaching program. Add the following:
   • Title
   • Coach name (optional)
   • Description (optional)
   • Thumbnail image (optional)
4. Click Continue.
5. Select 1:1 Coaching or Group Coaching

• 1:1 Coaching: Exclusive, individual access in a one-to-one coaching experience
• Group Coaching: Coaching program for multiple clients in each session

6. Enter the number of sessions to create, and a Group Name if applicable. Click Continue.
7. Select scheduling preferences. Choose the Kajabi Scheduler to book sessions by connecting your Google, Outlook, or Office 365 calendars for real-time availability. Other choices include:
   • Calendly
   • Custom link - Enter a custom URL, e.g., Acuity, Google Meet
   • Manual booking - e.g., Physical address, Zoom meeting link
8. Select the Location, whether it is using built-in live video or a custom link or physical location.
9. Select a Session Duration for every session in the program, and click Continue.
10. Customize the program’s appearance by choosing a color palette, and click Continue.
11. Price your Coaching program by choosing Free or Paid.
12. If paid, choose a Pricing plan. Enter a Price and select a Currency.
13. Then, choose whether customers can pay what they want.
14. Finally, select one or more payment providers.

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Customize Session details After creating the program, customize Sessions for your clients to join.

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Customize a Session

1. From the Dashboard, open Coaching.
2. Select the Title of your newly created Coaching program.
3. Click the Package outline tab.
4. Click a Session Title to begin editing a Session, or click the ellipsis menu ... and select Edit details.

Within each session you can:

• Update the Session Title.
• Add a Session description
• Add agenda items
• Add any resources you wish to share during the Session

5. Click Save to keep your changes.

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Offers

Click the Offers tab on your Coaching program to view the list of Offers that include that program, or add a new one to begin selling the program to customers. An Offer is created by default when you create a Coaching program.

Click the Offer Title or the ellipsis menu ..., then Edit to update or review Offer details.

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Manage a Coaching program

From a Coaching program page, you can schedule sessions with clients, update program details, access connected Offers, review client status, create sessions, and update existing ones.

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Edit Program details

Click the Settings tab to update details:

• Program details - Edit Coach information or upload the thumbnail image that displays in your customer’s library of products

• Coaching template - Personalize your active template or install a new one
• Scheduling details - Customize how your clients can schedule sessions. Connect the Kajabi Scheduler, your Calendly account, add custom links, or set up manual bookings

• Page customization - Brand your page by selecting the primary and accent colors to complete the look and feel of your Product page
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• Page Upsell - Control whether or not a Coaching Product upsell button appears after your client completes the session

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Availability

Click the Manage default availability button in Settings to open your overall Coaching Product Settings to select the days and times you are available to book sessions. Add available Day and Time slots, Start time increments (the frequency of available time slots for clients), and your Open date range (This is the window of time that shows how far out a member can book a session. Your clients can book up to 6 months ahead). If desired, set a Buffer time for before or after booked sessions, and a Minimum notice amount of time that is required. Below that, connect your Calendar or scheduling tool to check for conflicts and automatically add scheduled sessions to your personal calendar.

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Kajabi Live Recording, Additional purchases, and Notifications

Choose whether to upload your Kajabi Live Video recordings to be handled after each session, add additional 1:1 coaching sessions for your members, and decide when email notifications are sent when changes are made to sessions (for both yourself and your clients).

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Clients

The Clients tab is where you can view your list of clients for your Coaching program and schedule their sessions, review their progress, their notes, and contact details: Click the Name of each client to schedule their sessions, add notes, upload session recordings, add specific agenda items, and mark a coaching session as complete. Within the Client view, you can use the ellipsis menu … to edit session details, such as session Title, Schedule, Location, and Duration, or copy the link that your member will use to access the coaching session so that you can send this link directly to them if needed:

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Add Coaching sessions to a calendar

Add to calendar lets members save upcoming sessions to their personal calendar. Calendar links are automatically included in confirmation emails and displayed on member-facing pages.

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Where members see calendar links

• Coaching session emails — Links appear alongside the existing ICS attachment
• Member-facing Coaching pages — Links are displayed on the session detail view

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How calendar links work

Each calendar link contains a secure, time-limited token tied to the Coaching session.

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Third-party scheduling and meeting resources

You can use the Kajabi Scheduler to book your Coaching Sessions as well as Kajabi’s built-in live video to meet with clients. You can also use a third-party application for scheduling and meeting with clients, such as Calendly or Zoom.

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Scheduling

• Kajabi Scheduler
• Calendly
• Acuity
• Google Calendar

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Meeting (Video Conference, Chat, Webinar, etc.)

• Kajabi’s Built-in Live Video
• Zoom
• Google Meet