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Streamline Client Onboarding with Product Pages

Lauren Johnson avatar
Written by Lauren Johnson
Updated over a week ago

Product pages help you automate your member onboarding process by eliminating manual setup tasks and creating a professional, consistent experience for every new client. Instead of sending individual emails, tracking registrations, and manually activating accounts, you can centralize the entire onboarding workflow through a single product page.

This article covers:


Why Use Product Pages for Onboarding?

Traditional onboarding creates repetitive administrative work. You send welcome emails, track who has completed setup, answer the same questions multiple times, and ensure each new member receives the right information. Product pages solve these challenges by automating the entire process from purchase to program access.

Key Benefits

1. Automated Subscription Setup

Set up subscriptions directly through the product page so you don't need to manually process payments or send links over email. When a new member purchases your onboarding product, their subscription begins automatically, payment processing completes seamlessly, you receive notification of the new member, and they gain immediate access to your platform.

This eliminates the back-and-forth of sending payment links, following up on incomplete registrations, and manually activating accounts.

2. Attach a Welcome Program

Include an initial training program that new members can start immediately. Athletes can begin training right away without waiting for you to assign a program, which reduces "What should I do first?" messages and creates a consistent first experience for all new members.

3. Professional Presentation

Create a polished, branded experience that reflects the quality of your coaching. Your product page allows you to outline information about your business and coaching philosophy, explain what new members can expect from your services, showcase your credentials and experience, and detail what's included in membership.

This professional presentation builds trust before the athlete even starts, reduces questions by providing comprehensive information upfront, and creates a strong first impression that sets the tone for your coaching relationship.


Setting Up Your Onboarding Product

1. Create Your Product Structure

Navigate to your Business Hub and create a new product. Title your product clearly to communicate its purpose:

  • "New Member Onboarding"

  • "Welcome to [Insert Your Business Name]"

  • "Getting Started Package"

  • "Athlete Onboarding & First Month"

2. Build Your Product Content

  • Product Description: Use this space to explain what new members will receive, how the onboarding process works, what happens after they purchase, the timeline for getting started, and how to contact you with questions.

  • Welcome Program: Attach a program that includes your preferred onboarding timeline (typically Week 1-4 training), assessment protocols, instructional content, and progress tracking guidelines. This is optional; if you want to use this page just as a way to onboard members and manually assign training.

  • Attachments: Add supporting materials like a welcome guide or handbook, intake form or questionnaire, or exercise library and technique guide.

  • Pricing:

    • Subscription: Set up a subscription for new members to consolidate payment processing. Subscriptions can be adjusted for individual athletes as needed.

    • Free Access: Set the page as free for athletes already paying elsewhere—use Bridge as an onboarding tool without changing existing payment arrangements.

3. Customize the Welcome Email

When someone purchases your onboarding product, they receive an automated welcome email. Customize this message to welcome them personally to your coaching, explain how to access their program, set expectations for the first week, provide your contact information, and outline next steps.


Real-World Applications

For Online Coaching Businesses

The athlete purchases your onboarding product from your website, gets automatically added to your system with an active subscription, receives their welcome program immediately, and you receive notification so you can focus on coaching instead of administration.

For Gym or Facility Memberships

New members sign up online before their first visit, complete the onboarding product purchase, and arrive with their account already set up. They can jump right into training with their welcome program loaded and ready.

For Group Training Programs

Standardize the new member experience so everyone starts with the same foundation. This approach reduces the time you spend on individual onboarding and helps you scale your business without scaling your administrative time.

The Impact on Your Business

Product pages transform onboarding from a time-consuming administrative task into an automated, professional process. You save time by eliminating manual setup and repetitive communication, improve consistency by giving every new member the same high-quality experience, reduce friction by making it easy for people to start working with you, and focus on coaching instead of admin work.


Next Steps

Create your own onboarding product page in your Business Hub today to streamline your new member experience.

Additional Resources from Our Help Center!

If you need help setting up your product page, contact our support team at support@bridgeathletic.com.

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