The first thing you need to do after a client purchased your program is to add them to the group by sending them the group activation link located on the right side of every group listing. 



Step 1. To grant access to a specific group, navigate to the "My Groups" tab.




Step 2. Then click on the "Copy Link" button. (This link can be utilized in your thank-you page within your shopping cart or PayPal, depending on the payment method)




Step 3. Have your clients click the link and if they already have a Coaching Genie account, they can easily log-in.




If they don't have an account yet, they will need to create one by clicking the "Create an Account" tab, and complete the form.




Step 4.  As soon as your client confirms their email address, they will be added to the group and can immediately access the materials you have created.

 


Step 5. To log in at any time in the future, they can go to www.GenieLogin.com and use their email and password to log in.



**Note: The first time a new client signs up with Coaching Genie and logs in, you will receive an email notification. You can view the list of members for each of your groups by clicking the members icon.





Relevant Article:


Onboarding: What instructions should I send to my clients to access Coaching Genie?