Adding Clients Directly to a Service

You can now add new or existing clients directly to group courses, memberships, communities, and workshops without requiring them to enroll or complete checkout.

This is especially useful when a client has already paid you directly, you're giving someone complimentary access, or you're moving clients over from another platform.

Once you add a client, Cohere automatically gives them access to the service and sends the onboarding emails and delivery you've already set up.

How to Add Clients Directly to a Service

From your Business Dashboard, open a service you've already created. You can then add a new or existing client directly to the service in just a few steps. 

Add a client: https://app.cohere.live/dashboard

1. Open the service

Open the group course, membership, community, or workshop where you want to add the client.

You can add clients to an existing service without changing the service's enrollment or payment settings.

2. Click Invite

Click Invite in the top-right corner of the service.

This opens the options for giving clients access to the service.

3. Select Add Clients

Click Add Clients.

You don't need to send the client an enrollment link or ask them to complete checkout. You can add them directly from here.

4. Choose a new or existing client

You can add either:

• An existing client who is already in Cohere

• A new client who isn't in Cohere yet

If the client already exists, select them from your client list.

If they're new, enter their details to create the client and add them to the service at the same time.

5. Add the client to the service

Complete the steps shown to add the client.

Once added, the client receives access to the service without going through the normal enrollment or checkout process.

6. Cohere handles the onboarding automatically

After the client is added, Cohere automatically applies the onboarding and delivery you've already configured for the service.

This can include:

• Onboarding emails

• Service content

• Sessions or modules

• Community access

• Other service delivery you've already set up

There's nothing else you need to send manually.

When to Use Add Clients

Directly adding clients is useful when you want to give someone access without sending them through your regular payment or enrollment flow.

For example:

• A client paid you by bank transfer after a discovery call

• You're giving a client complimentary access

• You're adding an existing client to a new service

• You're moving clients over from another platform

• You're adding an entire group of clients to a service

What Clients Experience

Clients added directly to a service don't need to:

• Receive or use an enrollment link

• Complete a checkout

• Make a payment through Cohere
  
  

Instead, they are added directly to the service and automatically receive the onboarding and delivery you've already configured.

They'll have the same access and service experience as other participants — the only difference is that you added them directly instead of having them enroll themselves.

Need help?

If you get stuck or have questions, our team is here for you!

Reach us anytime at support@cohere.live and we'll get back to you quickly.