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What's New With Coaching

Updated this week

With the latest Coaching Program customization updates, you now have greater flexibility to tailor the look, feel, and functionality of your coaching product. This guide walks you through the new theme and builder settings available for Coaching Programs, Coaching Search, and Coaching Sessions.


How to Access the Coaching Theme Builder

  • Create a new Coaching Program.

  • Within that program, navigate to Settings.

  • In Settings, go to Coaching Template.

  • Click Customize to access the Coaching Theme Builder.


Header Settings

Customize how the header displays across your Coaching Program, Coaching Search, and Coaching Session pages:

  • Toggle on or off Display Cart

  • Change font size and Header text

  • Toggle on or off the Sticky Header

  • Customize existing blocks or add a custom block:


Coaching Program

The main page of your Coaching Program is now more flexible than ever, with new customization options available:

Coaching Hero

  • Customize the Subtitle connecter text.

  • Toggle ON/OFF to show the description. The description text width and spacing can be customized.

  • Edit or add Social Icon blocks.

  • Customize thumbnail image width and border radius.

  • Toggle and customize the Additional Session button.

  • Change the background color or display an image/video as the background:

Coaching Session Listings

Edit the display for your Coaching Sessions Listings:

  • Edit heading text, color, and title weight.

  • Toggle Sidebar ON/OFF and set position for desktop and mobile.

  • Customize the Sidebar Search block.

  • Customize upcoming Coaching Session listings.

  • Edit advanced header options.

  • Customize session listings, session status, and the Additional Session button.

  • Customize background, desktop, and mobile views:


Coaching Search

Customize the Coaching Search page to fit your branding needs.

Coaching Hero

  • Customize the Subtitle connecter text.

  • Toggle ON/OFF to show the description. Customize width and spacing.

  • Edit or add Social Icon blocks.

  • Customize thumbnail image width and border radius.

  • Toggle and customize the Additional Session button.

  • Change the background color or display an image/video as the background:

Coaching Search Results

  • Edit the “searched,” “showing,” and “results” text terms.

  • Customize the color of search terms.

  • Adjust results per page settings.

  • Edit pagination controls.

  • Toggle Sidebar ON/OFF and set position for desktop and mobile.

  • Customize the Sidebar Search block.

  • Customize the Coaching Session Upcoming block:


Coaching Session

The Coaching Session page is displayed during each session and includes extensive customization options:

Page State

Use the Page State dropdown to select which session state to customize:

  • Unscheduled

  • Scheduled

  • Completed

  • Recording Uploaded:

Offer Block Conditionals

If you'd like to add an Offer block to the page sidebar, you can then choose to do the following:

  • Open in new tab

  • Hide if owned

  • Only show upon session completion:

Session Customization Blocks

  • Toggle Sidebar ON/OFF and change its position (desktop and mobile).

  • Customize the Sidebar Search block.

  • Edit the Coaching Session Resources block (title, empty state text, link text, advanced settings).

  • Edit the Coaching Session Details block (title, program text, sessions text, advanced settings):

Additional Coaching Session page options:

  • Coaching session header

  • Coaching session body

  • Coaching session scheduled status

  • Coaching session agenda

  • Coaching notes

  • Player settings

  • Background

  • Desktop view

  • Mobile view


Further Customizations

Additional Sessions

Once you have set up Coaching Additional Sessions, the CTA button advertising additional sessions for purchase can be customized within the Coaching Program and Coaching Search pages:

Across all Coaching pages, you can also customize:

  • Footer

  • Exit Pop Up

  • Two-Step Opt-in

Template Sessions for Upsells, Invoicing, and Renewals

A new Coaching template session is now available in the Coaching package outline. Now you can easily add a new session and customize it with a session description, agenda items, and resources.

This template can be used for:


Invoicing for Coaching Sessions

Kajabi Coaching now supports invoicing to help you manage client payments and ongoing session access.

Note:

Invoicing is currently only available with Kajabi Payments. You can learn more about Invoicing With Kajabi Payments here.

Invoicing with Coaching:

  • Invoiced sessions are granted up front to the recipient.

  • Payment management is left to you as the Hero. If an invoice goes unpaid, you can use automations or manual actions to decide how to handle access:

To add an additional session and send an invoice to be paid:

  • From the Kajabi Dashboard, select Products-Coaching

  • In Coaching, select Programs and your desired Coaching Program.

  • Click on the Coaching member you wish to add an additional session for

  • At the bottom of the Session list, click +Add Session, then select Paid Session

  • In the Invoice pop-up, select an Offer or create a new Offer

  • Enter how many sessions you wish to add. This price will be determined by the offer and quantity.

  • Select a due date

  • Click Create and Send Invoice to add the additional session(s) and send the invoice to be paid:


Coaching Subscriptions

Coaching programs can now be offered with a Subscription pricing plan!

  • From your Kajabi dashboard, select Sales.

  • Navigate to Offers.

  • Click +New Offer to enter the Offer Creation Flow.

  • Once inside the Offer Creation Flow, enter an Offer Title and choose the Coaching Product(s)to sell with this offer.

  • Use the Pricing Plan drop-down menu to select Subscription.

Select Save and Finish to complete creating your offer:

Members will always receive the same number of sessions they originally purchased with their subscription, regardless of any changes to the program.

For example:

  • A member subscribes to a Coaching Program that includes five sessions per billing period.

  • During that billing period, they purchased an additional session, giving them six total sessions for that month.

  • When the subsequent subscription payment processes, the member will again receive five sessions, as per their original subscription.


Coaching Automations

Kajabi Automations can now be used with a Coaching Program.

Coaching Automations can be triggered when a client has:

  • Completed a session

  • Completed all sessions

  • Has x (customizable number) sessions remaining

  • Purchased additional sessions

  • An invoice due in x (customizable number) days

  • An overdue invoice:


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