Video walkthrough of how to create a service

Step 1: Create a New Service

1. Navigate to the Services tab

2. Select New Service

You can now add:

• Service Name
• Service Description
• Service Thumbnail

Step 2: Set Up Service Type & Pricing

Next, configure your pricing model.

You can:

• Select the service type
• Change the currency
• Set the base price
• Choose whether to pass processing fees onto the client or cover them yourself
• Select when billing starts
• Set the billing frequency (weekly, monthly, etc.)
• Add intro pricing
• Add a one-time setup fee

Step 3: Terms & Conditions

You can:

• Toggle on CoreCoach’s standard Terms & Conditions
• Add your own additional custom terms

Step 4: Welcome Email (Optional)

You can toggle on a Welcome Email, where you can:

• Write a custom message
• Attach a file

This email will be sent automatically after purchase.

Step 5: Add a Form (Optional)

You can attach a form that clients must complete at point of sale.

Please note:

You must already have a Service Form created and built inside the Form Builder before attaching it here.

Step 6: Save Your Service

Once everything is configured, select Finish & Save.

Your service is now live and ready to share.

How to Share a Service

1. Select your service

2. Click the three dots in the top right-hand corner

From here, you have two options:

Custom Pricing (Optional)

Select Custom Pricing if you want to generate a unique share link with a different price for a specific client.

If not, select Next.

Share the Service

You can now:

• Copy the direct service link and send it to a client
• Send the link directly
• Generate a QR code

The QR code can be scanned using a client’s phone camera, which will take them directly to the payment page.

For detailed instructions, refer to the article: How to Assign a Service.