Journey Templates
Templates are coaching journey models that you can reuse for different clients.
Why use templates?
Time savings
Create once, use for each new client of the same type.
Consistency
Ensure a uniform experience for all your clients.
Continuous improvement
Evolve your template as you gain experience.
Create a template
- Go to My Client Portals > Templates
- Click "+ New template"
- Define the structure
- For each step, add content blocks
System templates
The Coach Pilot offers ready-to-use templates for inspiration.
Frequently Asked Questions
Can I modify an already-used template? Yes, but modifications only affect future portals created from this template.