Guides → Build a coaching practice site on SGEN in 30 minutes

Build a coaching practice site on SGEN in 30 minutes

A 30-minute walkthrough for independent coaches and group practitioners â€" services menu, booking form, intake questionnaire, testimonials, case studies, published.

This tutorial takes a working coach â€" anyone selling one-on-one or group sessions to clients â€" from a fresh SGEN account to a live practice site in about half an hour. The build covers six visible pages, three to five service packages, a booking form wired to a real calendar, an intake questionnaire that runs after booking, a testimonials grid, two case studies, and a contact page for prospects who want a conversation before booking. Every step lists the click path, the expected screen, and the time budget.

What you'll have at the end: a live coaching site at a *.sgen.com preview URL (or your own domain, if you have one), six pages published, a Services page listing three to five packages with clear scope and pricing, a Booking page connected to your calendar with real time slots, an Intake form that captures what you need before a first session, a Testimonials page with four to six client quotes, two Case Study pages showing engagement-shape and outcome, and a Contact page for the prospects who need a pre-booking conversation. The site is responsive, accessible, and ready to take its first booking.

What is this for?

This page is for working coaches who sell time directly to clients â€" executive coaches, career coaches, business coaches, health coaches, performance coaches, sport coaches, life coaches, therapists working coaching modalities, and group facilitators. The thirty-minute target assumes you already know what services you offer and what each costs; the build is the publish step, not the offer-design step.

The structure is opinionated. A coaching site needs five things working together: a Services page that explains what you offer at what price, a Booking flow that lets a prospect pick a time, an Intake step that captures the context you need before a first session, social proof (testimonials and case studies) that turns interest into a booking, and a Contact path for the prospect who is not yet ready to book but wants to talk. The template covers all five out of the box and gives you a place to extend each.

This is a tutorial in the strict sense â€" you build the example, then keep it. Unlike the five-minute quickstart, the coaching site you publish here is meant to take real bookings. The sample data slots are placeholders for your actual packages, testimonials, and cases; swap them inline as you go.

If you have shipped a coaching site on Squarespace with Acuity, on Wix with the built-in booking module, or on a dedicated practitioner platform like Practice or SimplePractice, the SGEN path will feel familiar in structure. The ownership and integration characteristics differ, but the authoring flow is recognizable.

Good use cases

Reach for this tutorial when:

  • You are an independent executive or career coach building a private practice and you need a site that takes bookings without a separate scheduling subscription.
  • You are a group facilitator running cohort programs and you need a Services page that distinguishes one-on-one work from group engagements with their own enrollment windows.
  • You are a health, nutrition, or performance coach launching a practice and you need both a sales page and a booking flow that respects HIPAA-equivalent intake-form privacy expectations.
  • You are a senior in-house coach going independent and you want a site that signals professional credibility for corporate buyers as much as individual clients.
  • You are a sport, music, or other skill coach with a structured curriculum and you need a way to show the engagement shape (number of sessions, cadence, outcome target) clearly before a booking.
  • You are a working therapist offering coaching as a separate service line and you need a site that keeps the two service lines and their respective intake flows clearly separated.

What NOT to use this for

This tutorial does not cover:

  • Insurance-billed therapy or medical practice. SGEN is not a HIPAA-covered platform out of the box; insurance-billed work requires a dedicated EHR or practice-management system.
  • Pure-membership coaching communities. That is closer to the membership tutorial â€" use tier gating and skip the per-session booking flow.
  • Free Q&A or community-led coaching without paid sessions. The booking and intake here assume a paid engagement; for unpaid work, start with a contact form on a portfolio site.
  • High-volume group classes (twenty or more participants per session at multiple times daily). That is a class-booking platform pattern outside the per-coach scope here.
  • Multi-coach group practices with shared calendars across team members. The site here is a single-practitioner shape; the agency tutorial covers multi-person team structure.

How this connects to other features

The coaching build touches six surfaces. Each is named here so you know where to come back when you extend the site later.

  • SG-Builder â€" the visual editor where the Services page, testimonials grid, case studies, and Contact page get arranged. Most of the thirty minutes is spent here.
  • SG-Modules â†' Bookings â€" the calendar-and-booking module powering the Booking page. Pre-built session presets cover the common shapes (one-on-one, group, intro call); you swap names and durations inline.
  • SG-Modules â†' Forms â€" the form module powering the Intake questionnaire and the Contact form. The default intake form delivers to the email on your account; you can route to a partner inbox later.
  • SG-Core â†' Media â€" the image library where headshots, testimonial photos, and case-study imagery live.
  • SG-Modules â†' SEO â€" the per-page meta description and OG image surface. Skip on first pass; revisit when you have time to write the descriptions.
  • SG-Dashboard â†' Calendar â€" the calendar view showing every upcoming booking, every intake submission, and every cancellation. Available once the site has bookings; not relevant during the build itself.
For the build steps alone, the only three surfaces you actively work in are SG-Builder, SG-Modules â†' Bookings, and SG-Modules â†' Forms. The others are flagged so you know they exist when you need them.

See also the SGEN quickstart for the foundational five-minute account-creation flow, and the membership tutorial, artist tutorial, and portfolio tutorial for adjacent vertical builds.

Before you start

You need six things gathered before you begin. Each is a one-time collection; once you have them in a folder, the build is mechanical.

  1. An SGEN account with at least the Launch tier active. The free trial covers the thirty-minute build.
  2. A connected calendar. Google Calendar, Microsoft 365, or any CalDAV-compatible calendar. Connect it under SG-Dashboard â†' Calendar â†' Connected Calendars before step 4. The connection takes about ninety seconds.
  3. Three to five service-package definitions. For each: package name (one to four words), session duration (commonly 50 or 90 minutes), session count (single, three-pack, six-pack, ongoing), price per session or per package, and a one-paragraph scope statement covering who the package is for. Write these in a notes doc before the build session.
  4. A headshot. Square or three-by-four, 800 pixels on the long edge. Coaching sites need a face; clients pay people, not brands.
  5. Four to six testimonials. Each: client first name or initials, role or context (one short phrase), and a one-to-two-sentence quote. With photo if the client agreed; without if they did not.
  6. Two case-study writeups. One paragraph per case, covering the starting situation, the engagement shape, and the outcome at the end. Two hundred to three hundred words each is the target. Names anonymized or first-name-only.
You do not need:
  • A logo. A typeset wordmark with your name and a one-line tagline ("Marie Lavoie â€" career coaching for senior product designers") is a strong default for a coaching site and the template includes one.
  • A custom domain on day one. The *.sgen.com preview URL is shareable and takes real bookings from the moment step 8 finishes.
  • A separate scheduling subscription. SGEN Bookings replaces Acuity, Calendly, and Cal.com for the coaching shape; the calendar connection in step 2 is the only external dependency.

Where to find it

Every step in the build starts from one of these three URLs:

StepURLWhat lives here
1 (template)https://dashboard.sgen.comNew-site flow, Coaching Starter pick
2-7 (build)https://.sgen.com/sg-adminPer-site editor, pages, bookings, forms
8 (view)https://.sgen.comThe live public coaching site

Steps

Eight steps. The first six are the build. Step seven is the testimonials and case-studies pass. Step eight is the publish-and-view. Time budgets are per step; the total runs about thirty minutes for a first-time SGEN user with packages defined and case studies written.

1. Pick the Coaching Starter template (≤ 3 minutes)

From SG-Dashboard, click Create New Site. The starter grid shows six templates; pick Coaching Starter. The thumbnail shows a hero with a headshot and a one-line value statement, a services strip below, and a testimonials grid â€" that is the shape you will publish.

Name the site with your professional name and discipline (for example, "Marie Lavoie Career Coaching" or "Studio Hart â€" Performance Coaching for Athletes"). Accept the suggested preview subdomain or pick a shorter version. Click Create Site. SGEN provisions in about five seconds.

What you'll see at the end of step 1: SG-Admin loaded with the Coaching Starter pages already in place â€" Home, Services, Booking, Intake, Testimonials, two Case Study pages, and Contact.

2. Customize Home with headshot, value statement, and primary CTA (≤ 4 minutes)

Click Pages â†' Home in the left sidebar. The Home page loads in SG-Builder with a hero (headshot on the left, value statement on the right), a services strip below, a testimonial highlight, and a primary CTA pointing to Booking.

Click the headshot placeholder and Replace Image in the right rail. Pick your tagged headshot from the media library or upload it now via the Upload New button. The headshot is the single most important image on a coaching site; pick the one where you look like the person a client wants to work with, not the one that looks the most polished.

Click the headline and replace the placeholder with your one-line value statement. The strong shape is "Coaching for [audience] working on [problem]" â€" for example, "Career coaching for senior product designers thinking about their next move" or "Performance coaching for collegiate distance runners." Avoid the generic "Helping you become your best self" pattern; specificity converts.

Click the sub-headline and replace it with a one-sentence elaboration covering credibility (years of experience, prior role, or relevant credential). Click the primary CTA button and confirm it points to /booking â€" the link target is editable in the right rail.

What you'll see at the end of step 2: the Home page with your real headshot, your specific value statement, your credibility sub-headline, and a primary CTA wired to the Booking page.

3. Build the Services menu â€" three to five packages (≤ 6 minutes)

Click Pages â†' Services in the left sidebar. The Services page opens in SG-Builder with a placeholder five-card grid. Click the first card to select it; the right rail shows the card's settings â€" package name, session duration, session count, price, scope paragraph, and link target.

Click into each field and replace the placeholder with your real package data from the Before You Start step. The strong default order is: intro call first (often free or low-cost, fifteen to thirty minutes), one-on-one single session next (most common entry point), package or three-pack after (volume discount), six-pack or ongoing engagement at the end (deepest commitment).

For each card, set the link target to /booking?package= where the slug matches the package name (the field auto-generates the slug; verify it). This wires the package selection through to the Booking page so a prospect clicking "Six-session executive package" lands on the booking flow with that package pre-selected.

If you offer fewer than five packages, right-click an unused card and Delete Card. If you offer more, click Add Card at the bottom of the grid. Five is the recommended maximum; more options reduce conversion.

Add a one-paragraph "Not sure which package fits?" block at the bottom of the page using Add Block â†' Text + CTA. The CTA points to /contact â€" the prospect who needs a conversation before booking lands on the Contact page rather than abandoning.

What you'll see at the end of step 3: the Services page with three to five real package cards in your real order, each with name, duration, session count, price, and scope paragraph filled in, plus a "Not sure?" block at the bottom pointing to Contact.

4. Wire the Booking page to your calendar (≤ 5 minutes)

Click Pages â†' Booking in the left sidebar. The Booking page loads in SG-Builder with the SGEN Bookings widget already in place. The widget shows package selection on the left, calendar on the right, and a confirm step at the bottom.

Click the widget to select it. In the right rail, confirm the Connected Calendar field shows the calendar you connected before the build. If it shows "Not connected," click Connect Calendar and complete the OAuth flow with your calendar provider; the widget reloads with your real availability.

Set your Booking Window in the right rail â€" typically "Next 14 days" for a new practice and "Next 30 days" for a steady-state practice. Set your Buffer Time between sessions (commonly 15 minutes for one-on-one, 30 minutes if you need transition time between heavy sessions). Set your Available Hours per day; the default is your calendar's business hours, which usually needs trimming for a coaching practice (heads-down work needs protection).

Verify each package from step 3 appears in the package-selector dropdown. If a package is missing, return to Services and confirm the link target wired correctly. If a package shows the wrong duration, edit it in SG-Modules â†' Bookings â†' Session Types.

Click Test Booking at the top of the widget. SGEN runs through the flow as a test prospect; verify the calendar shows real available time slots, the package selector shows your real packages, and the confirm step would generate a calendar event on your connected calendar.

What you'll see at the end of step 4: the Booking page with your real calendar connected, your real packages in the selector, real available time slots showing, and the Test Booking confirming the full flow works end-to-end.

5. Set up the Intake questionnaire (≤ 4 minutes)

Click Pages â†' Intake. The Intake page loads with a multi-step form already in place â€" basic info on step one, goals on step two, context on step three, scheduling preferences on step four.

The default questions are sensible defaults for coaching; the build is to edit them to match your discipline. In the right rail, click each question to edit. Common edits: a career coach replaces "What outcome are you working toward?" with "What does the next role look like?"; a performance coach adds a question on current training load; a health coach adds a question on relevant medical history with a clear privacy statement.

Set the Intake Trigger in the right rail. Three triggers are available: After Booking (the prospect sees the intake immediately after picking a time), Before First Session (the intake email goes out 24 hours before the booked session), and On Demand (the prospect can fill the intake whenever; you nudge by email if it is not filled before the session). After Booking is the strongest default for paid first sessions; Before First Session works for free intro calls where the intake friction would lose the booking.

Set the Delivery Destination â€" the email address the completed intake delivers to. The default is your account email; add a CC recipient if you route intake to a partner or an assistant.

Add a privacy statement to the top of the form using the Privacy Header field in the right rail. A short, honest sentence ("Your responses are private and used only to prepare your sessions. Stored encrypted; never shared.") improves completion rates and respects the client.

What you'll see at the end of step 5: the Intake page showing your edited questions, your privacy header at the top, the intake trigger set correctly for your booking shape, and the delivery destination confirmed.

6. Build the Testimonials grid (≤ 3 minutes)

Click Pages â†' Testimonials. The Testimonials page loads in SG-Builder with a placeholder six-tile grid. Click the first tile to select it; the right rail shows the tile's settings â€" quote, client name or initials, role or context, optional photo.

Paste each testimonial from the Before You Start step into a tile. The strong default order is: most-recent first (recency signals current practice), strongest quote second (the one a prospect will read most carefully), context match third (testimonials from prospects whose situation matches the current visitor). The grid renders the same regardless of order; the order matters because most visitors read only the first two tiles.

For testimonials with photos, click Replace Image in the tile and pick the client photo from the media library. For testimonials without photos, the tile renders with a typeset client name and the quote alone; do not use generic stock-photo avatars (clients notice and trust drops).

If you have fewer than six testimonials, right-click an unused tile and Delete Tile. Four is the recommended minimum; one or two looks thin. If you have more than six, the grid scrolls; six is the recommended visible count.

Add a one-line "Want to talk?" block at the bottom of the page using Add Block â†' Text + CTA. The CTA points to /contact â€" the prospect convinced by testimonials but not yet ready to book lands on Contact rather than scrolling away.

What you'll see at the end of step 6: the Testimonials page with four to six real testimonials in your chosen order, photos where consented, names and roles filled in, and a Contact CTA at the bottom.

7. Write the two Case Studies (≤ 4 minutes)

Click Pages â†' Case Study 1 in the left sidebar. The case-study template has four sections: client context, engagement shape, working approach, outcome.

Paste your prepared writeup into the corresponding sections. The strong shape is: client context names the role and the situation in two to three sentences without identifying the client; engagement shape names the package they bought and the cadence (for example, "Six-session executive package, biweekly Tuesdays at 8am over 12 weeks"); working approach names two or three things you did in the engagement; outcome names the concrete result at the end (offer accepted, race time hit, presentation landed, decision made).

Rename the page title from "Case Study 1" to a descriptive title that names the outcome â€" for example, "Senior product designer landing a staff role at a public company" or "Collegiate runner cutting two minutes off her 10K time." The descriptive title is what shows in the Services and Home page case-study previews; a generic title hurts conversion.

Repeat for Case Study 2. Two strong case studies outperform six thin ones. If you have only one fully written case study, delete the second and rebuild as a single-case-study page; do not ship a thin second case.

What you'll see at the end of step 7: two case-study pages with descriptive titles, real client context, engagement shape, working approach, and outcome, both linked from the Services page and the Home page case-study highlight strip.

8. Publish and view the live site (≤ 1 minute)

Return to Pages. The page list shows every page in the site with a status column reading Draft for each. Click the Publish All button at the top right of the page list. SGEN publishes the pages in sequence; the status column flips to Published in green within about five seconds per page.

Click View Site in the top right of SG-Admin. The live coaching site opens in a new browser tab at https://.sgen.com. Click through the Home â†' Services â†' Booking (verify the calendar shows real slots) â†' a Case Study â†' Testimonials â†' Contact flow to verify each page loads with your real content.

Open the same URL on your phone. The template is responsive out of the box; the services grid reflows to a single column on mobile, the booking widget collapses package selection above calendar on narrow screens, and the testimonials grid reflows to single-column scroll.

Run one complete test booking â€" pick a package, pick a time, fill the intake â€" and verify the booking appears on your real calendar, the intake response arrives in your inbox, and the confirmation email sends to the test email you used. Cancel the test booking from your calendar so the slot reopens.

What you'll see at the end of step 8: a live coaching site at your *.sgen.com preview URL, six published pages, a working booking flow connected to your real calendar, intake delivering to your inbox, and a responsive mobile view.


What success looks like

You finish the build with eight concrete artifacts:

  • A live coaching site at https://.sgen.com, publicly accessible
  • A Home page with your real headshot, your specific value statement, and a primary CTA to Booking
  • Three to five service packages on Services, each with name, duration, session count, price, scope, and a deep link into Booking pre-selecting the package
  • A Booking page connected to your real calendar with real time slots, real packages, and a working test booking
  • An Intake questionnaire customized for your discipline, with a privacy header, the right trigger timing, and delivery routed to the right inbox
  • A Testimonials grid with four to six real client quotes in a deliberate order, with photos where consented
  • Two Case Study pages with descriptive titles, real engagement shape, and concrete outcomes
  • A Contact page for the prospect who needs a conversation before booking
If you can send the live URL to a friend who has never seen the site, and they can navigate from Home to Services to Booking, pick a time, fill the intake, and have the booking land on your calendar â€" and the intake response arrive in your inbox â€" the build worked. That is the verification.

Variations

Seven adaptations of the base build, each suited to a specific coaching shape.

Free intro call as the front door. In step 3, set the first service package as a free fifteen-or-thirty-minute intro call. Set its price to zero and its session count to one. The Booking page treats free packages the same as paid; the intake fires after the booking. Most working coaches benefit from a free intro that filters fit before the paid first session.

Group cohort programs alongside one-on-one. In step 3, add cohort packages with a fixed start date set via SG-Modules â†' Bookings â†' Cohort Sessions. Cohort packages show "Next cohort: March 12" instead of an open booking calendar; enrollment closes on a set date. The Services page distinguishes one-on-one packages from cohort packages with a section heading.

Discipline-specific intake forms. In step 5, create two or three intake variants under SG-Modules â†' Forms â†' Intake Variants â€" for example, "Career intake" and "Performance intake" for a coach working both. The Booking flow auto-routes to the right intake based on the package selected.

Two service lines on one site (coaching plus consulting, or coaching plus teaching). In step 3, add a section heading to the Services grid separating the two lines. Each service line shows its own packages; the Booking page filters available calendar slots by service line so coaching and consulting blocks are visible in your calendar but not mixed in client-facing availability.

Sliding-scale or pay-what-you-can pricing. In step 3, replace the fixed price field with a price-range field using Pricing Style â†' Sliding Scale. The Booking flow asks the prospect to pick a price in the range during confirmation. Use this for coaches working in health, somatic, or other practices where sliding scale is the norm.

Recurring weekly sessions with auto-rebooking. In step 4, enable Auto-Rebook in the SG-Modules â†' Bookings â†' Session Types panel for any ongoing package. After the first booking, the next session auto-books on the same day-and-time pattern for the package duration (typically six or twelve weeks). The client receives the full block of confirmations up front; reschedules are one-click per session.

No-online-payment booking (you invoice after). In step 4, set Payment to Invoice After Session under SG-Modules â†' Bookings â†' Payment Settings. The booking flow skips card capture and books on calendar trust. Use this for established practices where the client is known and the no-show risk is low; commonly used for executive coaches with corporate clients on net-30 invoicing.

Common pitfalls

Four things go wrong most often during a coaching build. Each has a one-step fix.

The booking calendar shows no available time slots after step 4. This usually means the connected calendar's busy events are covering the entire booking window. Open SG-Modules â†' Bookings â†' Availability and check the Available Hours field â€" the default may be set to a window where your calendar is fully booked. Restrict to genuinely available windows (for example, "Tuesday 9am-12pm, Wednesday 1pm-5pm") and the calendar reflows to show real openings.

Intake responses do not arrive in the inbox after a test booking. First check the email field in SG-Modules â†' Forms â†' Intake â†' Delivery Destination â€" confirm it shows the address you check daily, not a placeholder. Then check the spam folder once; first-time deliveries from a new *.sgen.com subdomain sometimes land in spam until the inbox marks the sender safe. After that, deliveries route to inbox normally.

Package deep-links from Services do not pre-select the package on Booking. This means the slug on the Services card does not match the slug on the Bookings session type. Open SG-Modules â†' Bookings â†' Session Types, compare the slugs to the link targets on the Services cards, and align them. The fastest fix is to copy the session-type slug from Bookings and paste it into the Services card link target.

The Case Study titles read like generic placeholders ("Case Study 1," "Case Study 2") in the Home preview strip. This means the page titles in step 7 were edited in the body but not in the page settings. Open each case study, click the gear icon in the top right of SG-Builder, edit the Page Title field directly, and click Save Page Settings. The Home preview strip refreshes within about five seconds.

Examples

Three real-shape coaching builds, one per common coaching modality.

Example A â€" Senior career coach (Marie Lavoie Career Coaching)

Marie is a former design director coaching senior product designers on next-role decisions. She picks the Coaching Starter, sets up four packages (free 30-minute intro, single session at three hundred, six-session block at sixteen-fifty, ongoing monthly at twelve hundred), customizes intake to cover "current role and tenure," "what's prompting the move," and "constraints (location, comp band, IC vs. manager)," sets the booking window to next three weeks with Tuesday and Thursday afternoon availability, writes two case studies (a senior IC landing a staff role and a manager moving back to IC), and ships in twenty-eight minutes. First booking lands within forty-eight hours of her launch tweet.

Example B â€" Performance coach (Hart Performance)

Daniel is a working performance coach for collegiate and post-collegiate distance runners. He picks the Coaching Starter, sets up three packages (single performance session at two hundred, training-block package at twelve-fifty over twelve weeks, full-season at three thousand), customizes intake heavily â€" current training load, recent races, injury history, target races and times â€" sets booking to mornings only (his afternoons are coaching school athletes), writes two case studies (a 10K time drop and a marathon qualifier story), and ships in thirty-one minutes. Site converts higher than the previous Squarespace version because the intake honestly captures the runner's situation before the session.

Example C â€" Cohort-based business coach (Studio Steady)

Eleanor is a business coach working with first-time founders in cohort programs of eight to twelve. She picks the Coaching Starter, sets up two packages (cohort program at twenty-five-hundred over twelve weeks with fixed start dates, optional one-on-one add-on at two-fifty per session), customizes Services to lead with cohort and show one-on-one as a secondary line, sets cohort start dates for the next two enrollment windows, uses the intake form variant for cohort qualification (founder stage, current revenue, what they want from the program), writes two case studies on past cohort outcomes, and ships in thirty-four minutes. The cohort start dates and enrollment-closed-after badges drive urgency without dark patterns.


Why the thirty-minute target works

The thirty-minute target is honest, not marketing. Internal timing runs on a coaching build with prepared package definitions and case-study writeups consistently land between twenty-six and thirty-five minutes for a first-time SGEN user and between nineteen and twenty-four minutes for an operator who has shipped one coaching site already. The variance lives in three steps.

Step 3 (services menu) varies the most when package definitions are not pre-written. The build assumes you know what each package costs and what each includes; if you decide pricing during the build, plan thirty extra minutes for the pricing decision and run the build session separately. Pricing under build-session time pressure produces worse pricing.

Step 5 (intake customization) varies the second-most. The default intake covers ninety percent of coaching disciplines; the customization is a thirty-second-per-question edit unless you are designing intake from scratch. If you are designing intake from scratch (common for highly specialized practices), plan a separate session â€" intake design is a different cognitive task from site assembly.

Step 7 (case studies) varies the third-most when case studies are not pre-written. Two case studies at three hundred words each is fifteen minutes of writing on top of the build; the build assumes the writing is done. If you write the cases during the build, plan a separate session.

If any single step runs longer than its target by more than fifty percent, stop and check: you are usually solving a different problem than the build (deciding pricing, redesigning intake, writing a case study). Pause the build, finish the off-build task, and return.

After the build â€" second and third passes

The thirty-minute build is the publish step. Second and third passes are where the coaching practice sharpens.

Second pass (recommended: same week, 30-60 minutes):

  • Add a third and fourth case study if you have the writeups ready. Two cases ship the site; four cases convert better.
  • Set up the post-session follow-up email under SG-Modules â†' Bookings â†' Lifecycle Emails. A short follow-up confirming the next session date and pointing at one resource (often a worksheet or reflection prompt) sets a professional tone.
  • Review the calendar buffer time after the first three sessions. The buffer that felt right in theory may need to grow once you feel the real transition load.
  • Send the live URL to two or three peer coaches for feedback before any paid promotion. Peer review catches voice issues you cannot see from inside the build.
Third pass (recommended: when you have your first ten clients, 30-60 minutes):
  • Point your custom domain at the site. SG-Admin â†' Settings â†' Domains. Add the domain, copy the two DNS records, paste them at your registrar, wait for propagation.
  • Set up payment processing under SG-Dashboard â†' Billing â†' Payment Processor if you have been using invoice-after-session and want card-capture-at-booking instead. The switch takes about three minutes once Stripe is connected.
  • Add a newsletter or email-update opt-in to the Home page footer. Coaching clients often want to stay loosely connected between engagements; a quarterly newsletter holds the relationship.
  • Add an FAQ block to Services answering the three questions you get asked most often before booking. Reducing pre-booking back-and-forth saves time on both sides.

What to do if it does not work

  • The booking form does not send a confirmation email. SMTP is almost always the cause. Go to SGEN Admin → Site Settings → Email and confirm the SMTP host, port, username, and password are filled in and saved. Send a test email from the settings panel to verify delivery. Booking confirmations only fire when SMTP is configured.
  • The intake form submissions are not appearing. Open My Forms in the SGEN admin and check the submission inbox for the intake form. If submissions are not arriving, verify the form is Published (not Draft) and that the form embed appears on the correct booking confirmation page.
  • The calendar shows the wrong timezone for available sessions. Set your practice timezone under Site Settings → General → Timezone. Booking availability times display in that timezone for both the admin view and the visitor-facing calendar.
  • The live site shows lorem placeholder content on a section. Open that section in SG-Builder, confirm the content fields are filled (not left at placeholder), and republish.
  • The page is not visible at its public URL after publishing. Confirm the page status in Pages shows Published, not Draft. If it shows Published but the URL returns the old state, try a hard refresh in a private browser window.

What's next â€" pick your second read

The coaching site is shipped. Pick one of three second reads depending on what comes next:

  • You want to add a paid membership tier for ongoing access (group calls, archive of past sessions, peer community). Read the membership tutorial for the tier and gating flow.
  • You want to add a portfolio-style case-study archive on a deeper page format. Read the portfolio tutorial for the long-form case shape.
  • You want richer booking analytics â€" conversion rate by package, no-show rate, time-to-first-session. Read the Bookings module reference for the analytics surfaces and the data export endpoints.

Related reading

On this page