Help centre
The essentials, without the maze.
Everything in CoachIntake follows one simple path: application, conversation, then a monthly client.
Set up your intake page
Choose a template, edit questions, add your own questions, set which answers are required, then preview the public page before sharing it.
Manage a new application
Review the short summary and full answers, accept or decline the lead, confirm the onboarding call, then only send payment after that call is complete.
Set your availability
Set weekly hours, days away, call length, notice, buffers and your daily limit. Clients can only request slots inside those rules.
Connect payments
Connect your own Stripe account from Payments. Your clients then pay their monthly coaching subscription directly into that connected account.
Help a client with a payment
Clients receive an email if a monthly payment fails and can update their card from their client account. The payments view shows every retry and cancellation status.
Need a hand?
Tell us which page you were on and what you were trying to do. Include the email on your account so we can help quickly.