Create a Coaching Product

A Coaching Program allows you to reach your customers in an engaging, interactive setting. With the Coaching Product on Kajabi, you can build, manage, and develop your coaching program to help customers absorb your content, connect with your brand, and receive personalized guidance. Learn more with the Coaching Product overview.

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How the Coaching Product works

The Coaching Product is built to leverage Kajabi’s Scheduler and Built-in Live Video to help you schedule and meet with your coaching clients. You can also use third-party scheduling tools like Calendly, Acuity, or Google Calendar and meeting tools like Zoom or Google Meet to complete your coaching sessions if you prefer. When a customer purchases the Offer connected to your Coaching Program they are redirected to their Library page to access their Coaching Product. From there, they can schedule sessions and access the agenda and resources for each coaching session.

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Create a Coaching Product on Kajabi

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

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Get started

1. Open the Products tab from your Dashboard
2. Select Coaching

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Add details

1. Select + New Coaching Program
2. Add the details of your Coaching Product:
   • Title
   • Coach name (optional)
   • Description (optional)
   • Thumbnail image (optional)
3. Click Continue

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Select a Coaching Program type

1. Choose Programs
2. Click + New Coaching Program or Get Started to create your Coaching Program
3. 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
4. Complete the prompt to include:
   • The number of sessions
   • And if you are creating a Group Coaching Product, the Group Name
5. Click Continue

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Customize scheduling preference and appearance

1. Select your scheduling preference:
   • Kajabi (the Kajabi Scheduler)
   • Calendly
   • Custom link (Enter a custom URL. e.g., Acuity, Google Meet)
   • Manual booking (e.g., Physical address, Zoom meeting link)
2. Select the Location:
   • Built-in live video
   • Custom (enter a custom location)
3. Select the Session Duration for every session in the Program
4. Click Continue
5. Customize your program’s appearance by selecting the following:
   • Primary Color: buttons and icons
   • Secondary color: section background
   • Thumbnail image
6. Click Continue
7. Set up your pricing for your Coaching Program with an Offer

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Customize session details

After creating the Program, customize your Sessions for your client(s) to join.

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Customize a session

1. From the Coaching tab, select the title of your newly created Coaching Program
2. Click Package outline or Session template
3. Begin editing your session by selecting the title of the Session

Within each session you can:

• Customize the title of your Session
• Include a Session Description
• List your agenda items for the Session
• Include any resources you wish to share during the Session

After creating and customizing your Coaching Program, you can connect your Coaching Product to an Offer (if you skipped this step in the initial creation process) to begin selling your program to your customers. Learn to add Products to an Offer.

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Manage a Coaching Product

After setting up your Coaching Program, you can manage, update, and review your Coaching Product from the Coaching tab. Learn to identify inactive Coaching sessions. Schedule sessions with your clients, update your Program details, access the Offers connected to your Coaching Product, review client status, create sessions, and update existing sessions:

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Edit details

Update your Program details:

• Program details - The thumbnail image displays in your customer’s library of products
• 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
• Page Upsell - Control whether or not a Coaching Product upsell button appears after your client completes the session

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Offers

View the list of Offers that include your Coaching Product and jump into the Offer Editor to update or review your Offer details. Learn to add Products to an Offer.

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Clients

View your list of clients 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 … drop-down 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 to Calendar for Coaching Sessions

The “Add to Calendar” feature lets members save upcoming coaching 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

With the Coaching Product, you can use the Kajabi Scheduler to book your Coaching Sessions and use Kajabi’s built-in live video to meet with your clients. You can also use a third-party application for scheduling and meeting with your clients like Calendly and 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