Coaching Package [Template] – Fern CRM Help Docs

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Coaching Package [Template]

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Have questions about the Coaching Package template? Let us know! You can add a comment below, post in the Fern Brain Trust community, or reach out to us privately using the chat widget in your Fern CRM dashboard.

screenshot of an automation that shows the "Send Documents and Contracts" action step settings where the 3 boxes in order from top to bottom are "Action Name", "From User", and "Template". The "From User" and "Template" both include a dropdown menu that shows the choices available in that user's account.

Click on any image to open it at its full size.

Screenshot of an automation that shows it is triggered when a client signs a specific document. The screenshot shows 2 filter steps in this order from top to bottom: "Template" "is" "Coaching Agreement" and "Status" "Is" "Signed/Accepted".

Make sure to edit each trigger with the correct name of the contract template you created and the coaching package product you created in your CRM account.

Screenshot of an automation that shows it is triggered when a client pays for a specific product. The screenshot shows 1 filter which is "Global Product" "is" and then the name of the product in this user's account.

Make sure the calendar is set to the correct calendar:

Screenshot of an automation that shows it is triggered when a client books an appointment on a specific calendar. The filters listed, from top to bottom are: "Event Type" "normal"; "In calendar" and the name of the correct calendar; and "Appointment Status is" "confirmed."

and again, make sure the correct form and custom field are selected in the Workflow Trigger:

Screenshot of an automation that is triggered when the "coaching session requests" section of the "Coaching Session Booking Form" is filled out. The filters are, from top to bottom: "Form is" "Coaching Session Booking Form"; and "coaching session requests" "is not empty".

Last one! Make sure the correct intake form is selected in the trigger at the top of the page:

Screenshot of an automation that is triggered when the intake form is received. There is 1 filter: "Form is" and the name of the correct intake form.

When you’re done publishing the Funnel Steps on your chosen domain, it should show the URL for each step on the Funnel Steps page like this:

Screenshot of a checkout page in the funnel steps view that shows the exact URL the page is published on.
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