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Coaches

Bundles and models

Bundles are managed only in WP admin (not on the coach front).

Key point

You can sell a pack without setting every date: “to schedule” sessions can be dated later by you, or by the client (Premium). WordPress admin only.

Two objects

TypeUse
ModelReusable offer (e.g. “10-session pack”)
Customer bundleSold to one client — generates the sessions

Programs hub

Click to enlarge

Admin menu → Programs

Tabs: Customer bundles / Models.

Create a model, apply it to a client, or open the New bundle wizard.

Create a model

Click to enlarge
  1. Programs → Models → Add New

  2. Title, session count, price, default location / video link / documents

  3. Save — reusable for every coach on the site

Create a bundle for a client

From the client profile → Bundles → New bundle, or from the Programs hub (pick the client first).

3-step wizard.

Step 1 — Offer

  • Title, session count, total price, duration
  • Optional model
  • Pricing (locked after creation):
On screenMeaning
Fixed bundle priceOne price for the pack. Payment is tracked on the bundle, not on each session. Default for new bundles.
Price per sessionLegacy: each session has its own price / payment status.
  • Checkbox Schedule later (create session slots without dates): creates N sessions with no date. You (or the client on Premium) date them later.
  • On-screen help: You can assign dates from the bundle page or when the customer books.

Optional advanced: link, location, documents for every session.

Step 2 — Schedule

If Schedule later is checked, this step is secondary.

Otherwise: Quick schedule (first date, time, recurrence) or fill dates one by one.

Step 3 — Confirm

Recap → bundle + sessions created. No email is sent on create.

Bundle page

admin.php?page=joolwebsp-forfait&forfait_id=…

  • Progress: completed / scheduled / to schedule
  • Bundle status: active, paused, completed
  • Fixed bundle price: pack payment status (pending / paid / refunded)
  • To schedule section + Schedule action (assign a date)
  • Add a session bonus (coach only)
  • Batch send confirmations once dates are set

Sessions list

  • Default view = sessions with a date
  • Filter To schedule = undated sessions
  • Bundle badge on linked sessions (no per-session price in pack mode)

Emails

Saving a bundle does not email the client. Send confirmations when the plan is ready. See Emails.

Tips

  1. Use models for recurring offers

  2. For “client picks slots”: Fixed bundle price + Schedule later

  3. For a plan already agreed: generate dates in step 2, then send confirmations

  4. Check the site timezone before generating dates

See also