Questions & Answers
- All
- Platform usage
- Features
- Clients
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- Payments
- Pricing & Gamification
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- Desktop version
- Privacy
Absolutely - they can read our blog on HIPAA compliance and consult our Terms of Service and Privacy Policy.
Open the platform and click on YourSpace. In the middle, you will be able to click on the bar that says Tiers. This is where you can access your roadmap, and see your points, and perks.
We have live support for practicing coaches on the platform. Use the blue support button to open the chat with our lovely team & ask away. If you encounter technical difficulty, please let us know what device you are using, desktop or mobile and of course screenshots or screen recordings are most useful!
We’ll be happy to walk you through the app, troubleshoot or offer tips and shortcuts on using the platform for the utmost benefit. Please book an onboarding call with us via this link and we will be happy to help.
At the moment, you can add and upload links to videos hosted on video hosting websites such as Youtube, Vimeo or your own website.
Great news! We already have our own live video session feature. You can schedule and host individual and group live sessions. Very soon, we are coming out with exciting features like screen sharing and recording, stay tuned! And rest assured, our in-platform video feature is HIPAA compliant.
With the help of our amazing coaching community, we are developing our very own in-platform food diary - stay tuned for this revolutionary feature update.
Clients will need to register on the platform in order to schedule and dial in to your discovery call.
We are hard at work to bring you the Evergreen Feature, and it is coming June 2022. If you are currently running a group or an individual program, you have the option to extend the end date to keep coaching.
Absolutely. You can set this up via Tasks & To-dos (just set a task asking them to track water), and they can check off the water glasses right in the task!
No, they cannot, your notes are for your eyes only! We are, however, working on a feature where you will be able to share session notes with your clients if you wish.
Our Task feature was designed to help you set regularly recurring (daily, weekly, monthly) action items for your clients (it can be anything from meditation, yoga sessions, journaling, etc - depending on your program and specialty). Goals are the desired result that your clients envision (with your help, of course), plan and commit to achieve within the program that you are providing. By setting long and short-term goals within the YourCoach platform, your clients can keep accountable and on track to achieve their desired results. An example of a goal can be -“Get to bed before 10 o’clock”, if you are working with a client who is looking to establish a healthy sleep cycle. Here you can add action items they can check off for each day they reach that goal.
The contract is the first thing your client will see when joining your program. They will need to digitally sign it in the platform before proceeding to the next step.
Absolutely! With our Contacts feature you can easily manage, import, and categorize your current and potential client list. You can add contacts manually or you can import them all at once. To import contacts, you need to create a .CSV file with at least one of the following fields filled in - First name, Last name, Email address. Once you have the file, it takes only a few seconds to attach and upload it to YourCoach.
As a matter of fact, we do! We have partnered with Dr. Sears Wellness Institute to bring you an amazing apprenticeship program, where you can learn, practice, and get some coaching hours in. For more information, please email us at team@yourcoach.health
We love supporting our coaching community in any way we can. We offer a variety of masterclasses, webinars and educational events to help you level up your practice. You can find out about upcoming events here & on our social media. If you are a part of our coaching community, you find out about our events first and have priority in reserving tickets.
Absolutely not! Your clients won’t be able to see other coaches or their programs.
While we are many things, we are NOT A COACH DIRECTORY! YourCoach is a full spectrum practice management platform for health and wellness coaches. We designed the community tab to connect coaches to coaches and create a nurturing, informative hub for everyone.
Our community tab was designed to connect coaches to coaches, and create community and conversations. You have the ability to reach out to coaches, ask questions, start a conversation, or meet with them to see how you can collaborate. You can also become a mentor or a mentee and find coaches via our Mentor tab.
Once you register on the platform, you are already part of our community and we are excited to have you! If you’d like to join the #coachingcommunity group on the platform or on Facebook, all you need to do is click JOIN!
You can! We have a cloning option - you can use it if you would like to change the price or the duration of the program. All you need to do is open the program, click on edit and clone the program within the “Details” section.
There is no limit! You can write just a few sentences or a novel.
Absolutely! You can add existing or prospective clients manually via our “Contacts” tab or you can simply import them by uploading a CSV file.
We do indeed! We have our very own scheduling tool, right within the platform. You can set your agenda, your availability, and even free intro calls with clients (they can book right within the platform). You can change your daily / weekly schedule as you wish.
You don’t need to use our template. You can use the form builder to add your own questions and customize the questionnaire as you wish.
Once you have created the questionnaire, you can click on the “Send Questionnaire” button. You will be able to send it by Name (to your clients already on the platform), via email, or by Program. You can also attach questionnaires to chats - all you need to do is click on the attachment icon within your group chat or direct message.
It sure is! You can use our template, or upload your own questionnaires to send to clients!
You can create two individual and one group programs before you start paying for the platform. Please consult our Payments section for more information on our gamified pricing model.
We sure do! You can head over to our Youtube Channel and check out our desktop tutorial with CEO, Marina Borukhovich.
With any of the price tiers, you have full capabilities of the platform, there are no restrictions. As a new coach to the platform, you have 2 individual programs and 1 group program that you can run at no cost. During that time, you already start collecting points for all the activities you do on the platform and that is continuously reducing the price. After your trial, depending on how many points you have, the price of the platform will start from $25-30/month, but can go down to as low as $10/month.
We sure do! You can head over to our Youtube Channel and check out our desktop tutorial with CEO, Marina Borukhovich.
Our platform includes different payment options - from integrating Stripe payments to our "Paid Elsewhere" function which will allow you to accept cash or PayPal outside of the platform. You can now issue refunds through Stripe, if needed.
We’ll be happy to walk you through the app, troubleshoot or offer tips and tricks on using the platform for the utmost benefit. Please book an onboarding call with us and we will be happy to help.
You can add anything from documents to pictures, as well as links. You can also create folders to store specific materials, like client contracts. There is no limit on the number of materials you can upload.
Voice notes are another way to communicate with your clients. We have integrated this familiar feature into our Chat function to help you streamline your communication.
Don’t worry, our Health Concierge will handle everything for you - from matching you with the right client to managing contracts & payments. We will notify you and keep you updated every step of the way.
We are very excited to share that indeed, we do! Our in-app calendar and scheduling is now available on the platform. You can edit your availability at your convenience, add slots for introductory calls, and much more. This is what YourCoach is all about, everything in one place, without the extra noise!
If you wish to get in touch with a fellow coach, you can head to the Community tab, choose the coach you wish to contact and click on the message bubble. If you want to interact with our #coachingcommunity, you can join our community program on the platform or our Facebook group.
Yes! We are so excited to have YourCoach available on all your devices! To access the desktop version head to yourcoach.health and click on Login. You can use the same email address or phone number as you do on the app.
Absolutely! The desktop version has full platform capabilities. Options are important and now you have the option to use desktop, mobile or both together (which is our preference around here :))
Absolutely! Thanks to our exclusive partnerships, practicing, verified coaches on the YourCoach platform have many opportunities for new client relationships with our industry partners. All you have to do is practice with your own clients on the platform, and be an active part of our wonderful community to be eligible for this opportunity.
Just practice on the platform (app or desktop)! We have developed a point system, where you are rewarded points for various coaching activities on the platform (like enrolling your clients, published programs, chat history, goal setting, uploaded materials, etc). If you are an active practicing health coach, it won’t be a lot of effort to get from Tier 1 to Tier 7, which means paying just $10 a month with an unlimited number of clients and platform capabilities!
It starts from $40 per month, BUT have you heard about our revolutionary gamified pricing model? The more you practice with your clients, the easier it is to bring the cost down to just $10 a month! *You didn’t hear it from us, but by the time your trial period ends, the cost of the platform is already reduced to about $30 with all the points you’ve earned!
Sure thing! You may publish and run up to two individual and one group programs at no cost. Try it out, get feedback from your clients, simplify the health journey and become a part of our community!
No, we stick to our promises! For all those practicing on the platform prior to our pricing rollout - you are grandfathered in for life!
A practice management platform lets you manage your practice all in one place! It’s a space to create your programs/offerings and onboard your clients with e-signature digitized contracts. You can accept and manage payments right in the platform. Once you create your programs and onboard your existing clients, the platform is your personalized space to interact with them. Our goals and tasks features will help keep your clients accountable in a group or individual settings. Our in-platform video capabilities mean that you don’t need to use any other platforms for your virtual meetings. The library feature lets you keep all your materials in one place and share them with your clients as needed. YourCoach is your virtual home for all your coaching practice needs!
Your profile is visible only to your existing clients and other coaches on the platform (for networking purposes) and will show the name and a brief description of your practice, your uploaded coaching certifications (if you choose to make them public), your availability for scheduling, and any programs you offer (unless you keep them hidden or in draft format). Your profile DOES NOT show your clients, your client count or any other personal or proprietary information.
Absolutely! We are here to help! Just reach out to us at team@yourcoach.health and our team will help convert your existing workflows into a managed, all-in-one-place virtual practice on the YourCoach platform.
No. Only coaches on the platform, not clients, can see other coaches. Here, you can search and see if there is anyone who complements your niche specialty that you would like to network or co-coach with. Your clients who you invite onto the platform will only see your practice and your offerings (programs/packages).
Other coaches are only able to see the name, duration, price, and description of your program. The actual program contents will only be available and visible to clients who join your program.
You can, however, set your programs to ‘hidden’ in settings, which will allow only the clients you invite into your program to see it. In this instance, it will be hidden from other coaches.
Glad you asked! We have dozens of clients downloading the app daily looking for a Health Coach. They are not able to see coaches on the platform, however our unique algorithms match them with the right coaches who are already practicing (have existing programs with their own clients) on the YourCoach platform, and who are eligible for the ‘client opportunities’ perk through our Perk System. The potential new client will be offered 1 or 2 coaches to choose from and decide who they’d like to learn more about and work with.
Only the clients you invite onto the platform or share your profile link with can see your profile.
YourCoach certification starts with uploading all the coaching credentials that you’ve worked so hard for! It could be a photo or a scan and you can upload as many as you’d like. Once verified and approved by our team, the certifications will be displayed in your profile (or hidden if you choose to keep them private). There are lots of other exciting components to being YourCoach-certified and we can’t wait to tell you more about them very soon!
Tomato/Tomahto! Virtually, the same thing, it just depends on what you call your offerings.
You can invite your clients directly into the program. When inviting clients to a program, you can click the invite button and invite them via name (if they are an already existing client) or by email.
If inviting clients to a program by name or email, you’ll see the invites sent in the Invites tab.
Yes! You can add it in the custom message field and it will be included with the invitation sent from us.
To match with a client, you need to be a practicing coach on the platform. This means you need to onboard your own clients who will be enrolled in your programs/packages in order to be eligible to be matched with any new clients. This is all part of the YourCoach certification process and we can’t wait to share more about that very soon!
There are a few things you can do. Make sure your profile is complete. Tell us as much as you can about your practice and describe your packages and programs in detail. Upload your certifications and credentials and be an active member of our community. Most importantly, help your existing clients reach their goals! You can read more about various opportunities by referring to Perks on our website or platform.
No, there is no limit. You can have as many clients as you can handle!
Yes, absolutely! There are no limits to a number of programs you can run!
You can delete anything that hasn’t yet been shared with your clients. Once an item has been unlocked and shared with your client, you can no longer delete it.
Yes! You can start your program anytime!
The program needs to run at least until the end date you’ve selected (after all, your clients signed up and trusted you to deliver your best!). If you’re having too much fun and don’t want the program to end, you can run it past its end date or extend it.
Yes, they will request to join and you can either grant them permission to join the existing group or invite them to a new one.
Yes, they will have access to everything you shared before they joined and everything going forward.
No, they will only see conversations starting from the time they joined.
Yes! It’s up to you and your client to decide which programs and squads they participate in.
Yes.
Freezing a member limits their access to a program. This can be done due to non-payment, violating program rules or a variety of other valid reasons at the coach’s discretion.
Yes, your programs can start at the same time.
No, there are no limits to the number of programs you can run on the platform!
Co-coaching is a concept introduced by YourCoach. It’s the ability to provide coaching services with another coach (or 2 or 3) who complement your niche specialty. You design the program together, decide on the price (and the breakdown of $ for each coach), length and content of the program, invite your clients and voila - you are co-coaching! You no longer need to refer out your clients - you can stay involved on their health journey. Co-coaching allows you to focus on your niche specialty and lets other experts contribute what they know and are good at.
If you collect payment via Stripe on our platform, they will be deposited into your account. If you collect payment outside YourCoach, it’s up to you to manage that!
No, there are no limits
A mentor is someone who can aid new (and seasoned) coaches in topics related to any aspect of coaching.
Yes, if you have time and knowledge to contribute, please feel free to become a mentor and help those looking to better themselves as coaches!
As a mentor, you agree to answer questions related to any aspect of Health and Wellness Coaching. Mentorship is on a strictly voluntary basis, designed to help coaches looking to expand their coaching knowledge.
To become a mentor you need to check off the ‘mentor’ box while setting up your coach profile. Mentees are other coaches on the platform and they can reach out via in-app messaging to connect with you.
Session notes help you keep track of client sessions and their progress. They are only visible to you.
The interactive questionnaire is just one of the amazing tools we have available for you in your Toolbox*. It helps you to get to know your clients more holistically so you can craft individualized and personalized programs.
You can bring your own questions, create a questionnaire from scratch or use our template and sample questions without reinventing the wheel. You can send questionnaires via email, in-platform or you can add them to your chat with a client.
*The Toolbox can be found under the ‘YourSpace’ tab in the app.
Absolutely! You can use the template as is, or you can pick and choose any of the template sections.
Tutorials are available through our desktop version on the left-hand side bar. You can access this link with or without being logged in. If you would like to see any additional features for the tutorials, please do not hesitate to reach out to us at team@yourcoach.health
Payments accepted through the YourCoach platform are handled through Stripe. Should you decide to accept payments through our platform, you would need to register with Stripe (or log into your existing Stripe account) and will be charged the Stripe processing fee. We don’t take any commission on top of that.
No. You can choose the ‘Paid elsewhere’ option when setting up a paid program and your clients can use an alternative payment method like another payment processor, cash or barter :)
If accepting payments through Stripe, you can charge clients a one-time fee or break it into monthly installments.
If you choose to accept payments through us via Stripe, the payment will be prorated based on how many days are left in the billing cycle.
We will notify them on your behalf that the payment was declined. If they don’t resolve the issue, their account will be automatically frozen and you will be notified. At that point we empower you to decide how you want to handle the situation. After all, you know your clients best!
Absolutely! You don’t have to charge for your programs.
No - you can use your existing Stripe account. Just sign in.
Not sure, but we're listening! Please let us know what payment methods you prefer in addition to Stripe and we’ll do our best to accommodate!
Yes! We take great care to protect your privacy and data. You can consult our policies via our Privacy Policy Statement and our blog here.
Our lawyers are hard at work! We are in the process of becoming GDPR compliant. It’s a lengthy process, and the goal is to be compliant by the end of 2022.
No, we do not! Please refer to our Privacy Policy and Terms of Service to read all about how we protect your and your clients’ data.