I work with corporate clients where I’m coaching multiple employees and I need to send a group invoice that covers all of them, rather than billing separately for each individual coachee. How can I handle that in Satori?

You can set-up a coaching agreement for the company to handle the billing schedule, plus individual agreements for each coachee to handle the coaching schedules. This way you can assign a separate billing contact and aggregate fees into a single invoice.

Set up the corporate agreement

  1. Add the company executive or billing contact to your contacts and create a new agreement for them.
  2. At the Sessions step, set the number of sessions to 1 (you wont necessarily be using this session, but all Agreements in Satori require at least one session). The actual coaching sessions with your coachees will be added to separate agreements.
  3. At the Billing step, design a payment schedule to cover your work with all coachees under this agreement.
  4. At the Contract step, enter all applicable agreement terms.
  5. At the Activate step, click Activate Now to begin the billing cycle and send the first invoice.

Set up the coachee agreements

Once your corporate client has signed-off on the corporate agreement you can proceed to set-up individual coaching agreements for each coachee.

For each coachee:

  1. Add the coachee to your contacts,
  2. Create a new agreement for the coachee.
  3. Set-up the coaching schedule settings for the coachee.
  4. At the Sessions step, enter the number of coaching sessions for each individual coachee.
  5. At the Billing step, choose the Free schedule since billing for these sessions will be handled separately.
  6. At the Activate step, click Activate Now to make the sessions available for scheduling.
  7. On the Agreement Summary page, click the link to the Booking.
  8. Copy the URL from your browser address bar and email it to your coachee so they can schedule the initial session and optionally create their own login.