How to Create a Coaching Product on WithMe 📆
Skip the third-party tools: WithMe lets you manage your private coaching sessions directly on your platform. 1:1 Coaching is built for ongoing support delivered through documents, messages, and videos, so your coaching product can flex to match your style. If you want to offer scheduled, bookable sessions instead, create a Coaching Call product.
With options like application screening, tiered pricing, and flexible messaging tools, you're fully equipped to design a coaching offer that fits your business and your clients.
Let's walk through how to set it up.
🛠️ Step-by-Step Setup Guide
Step 1: Log In
Go to withme.so and sign in with your account credentials.
Step 2: Navigate to My Hub
From the left-hand sidebar, select My Hub.
This is your central hub where you can view, edit, and create all of your products.
Step 3: Add a New Product
At the bottom of your products list, click + Add Product.
Step 4: Select 1:1 Coaching
From the product type menu, choose 1:1 Coaching. This will open the setup flow for coaching products.
Step 5: Name Your Coaching Tier
Enter a name for your coaching program (for example, Mindset Reset Program). Choose a clear and professional title that reflects the value of your offer.
Click Next to continue.
Step 6: Configure Checkout Options
You'll now define how clients purchase your coaching product:
Apply Process
Enable → Hides the product price and shows applicants a structured application form with the custom fields you've configured (name, phone, address, custom questions) before opening a live chat thread between you and the prospective client. Recommended for selective or high-ticket programs.
Disable → Anyone can purchase directly without an application.
Pricing Plans
Recurring → Under Payment type, choose Recurring to bill clients weekly, monthly or yearly. You can set a max access duration (or leave it as lifetime access): this is the total length of access from purchase, not extra time added on top of the payments. Payment plan is not available for Recurring coaching, it's only offered on Single payment.
Single payment → Under Payment type, choose Single payment for a one-time charge. You can also turn on Payment plan to let clients pay in instalments: set the amount per payment, the number of payments, and a weekly or monthly interval.
➡️ Tip: To create a lifetime access plan, choose Recurring pricing and leave the max access duration setting as lifetime access.
You can update or close your tier at any time.
Step 7: Add Tier Benefits
Highlight what's included with your coaching offer by selecting up to four benefits.
You can choose from WithMe's preset list or create custom benefits.
Click Next when finished.
Step 8: Configure Community Options
Decide whether your coaching clients should have their own space to connect:
Create a new community space exclusive to this coaching tier.
Select Existing community if you want them to join a current group. Just select all the communities you want to grant access to.
Step 9: Publish Your Coaching Product
Review your setup, then click Publish. Your coaching product is now live and ready for clients to purchase.
Bonus: Real-Time Preview
As you build your coaching tier, you'll see a live preview on the right-hand side of the screen. This ensures you always know exactly what your clients will see on your platform and at checkout.
✅ You've successfully created your coaching product. You can now begin inviting clients, sharing your tier link, and managing your 1:1 coaching directly from WithMe.
💡 Set a One-Off Price for Your Coaching Product
If you want to charge a one-time fee for your coaching offer instead of a recurring subscription, you can set it up easily from the checkout settings:
Go to your Checkout Options.
Under Payment type, select Single payment.
Enter your price.
Enter your price. With Single payment selected, this is a one-off charge and clients keep access without a max duration setting.
This sets up a one-off payment for your coaching tier.
📝 Tip: To keep things clear for your members, mention the actual duration of the service in the Benefits section (e.g., "1-month direct coaching" or "45-minute consultation"). This way, the offer appears clearly on the coaching tier and avoids confusion.
Handling Payment Plans for Coaching Services
You can offer coaching clients a payment plan, either through the built-in Payment plan setting or, if using Application-based coaching, by agreeing custom terms in chat first. Here's how it works:
When creating your coaching product, enable the Application option. This hides the price until you accept the client.
For a structured plan, turn on Payment plan on your coaching price and set the amount per payment, number of payments, and a weekly or monthly interval. If you're using the Application option, applicants first fill out the structured application form, and you can still discuss and agree on custom payment terms with the client in your private chat thread before confirming.
Clients on a payment plan must agree to the Payment Plan Terms & Conditions before checkout, get access after their first instalment, and keep access for the set access duration from purchase (or lifetime access, if no access duration is set). If you're negotiating a custom arrangement through Application-based coaching, simply edit the pricing for that client in your product settings, it only applies to them and won't affect others.
You can also manually manage the client's access from the Customers tab. This works for free or invite-based clients only: paying clients can't be removed while their subscription is active, since you're contractually obligated to keep fulfilling their product until the paid period ends.
Sharing Your Coaching Product
Once your coaching product is live, you can share it with clients or get a direct checkout link for easy payments.
To Share the Product Link
Go to My Hub from the left-hand menu.
Scroll down to locate the coaching tier you created.
Click the three dots on the right end of the product.
Select Copy Product Link.
Anyone who clicks this link will land directly on the coaching tier's own page.
To Share the Landing Page Link
If you have created a landing page for the coaching product, open Landing Pages, find the page and click its Copy link icon. If the page hasn't been deployed yet, open it in the editor and click Deploy along the top to publish it before sharing it with clients.
This link takes clients directly to the Landing page, skipping the middle steps.
Editing Your Coaching Product
You can update your coaching tier at any time. Here's how:
From your dashboard, select My Hub in the left-hand menu.
Scroll down and locate the coaching product you want to edit.
Click the three dots on the right end of the product.
Select Edit from the drop-down menu.
Make your changes — update title, benefits, pricing, or options.
Click Publish to make your changes live immediately.
This keeps your coaching product dynamic and flexible, allowing you to adjust as your program evolves.
🤝 How to Manage Your Coaching Clients
Once your product is live:
You'll see a dropdown menu at the top to switch between individual clients.
Think of it like a private WhatsApp thread — only better.
You can share:Text messages
Audio/video replies
PDFs
Zoom/Meet/Teams links
🎉 And you're done!
Now you know how to launch, manage, share, and edit your 1:1 coaching product. Go on, spread the word, and start connecting with your clients!