Send a proposal and get paid upfront

A proposal is a priced offer you build for one prospect, usually someone you met
off the platform, and send as a private link. They open it, accept, and pay for
the whole block in one go. The moment their payment clears, the offer becomes a
live 1:1 program with every session on the calendar and the buyer already booked
in. You never touch a booking form.

This is the fastest way to turn a conversation (“I run a 12-session retreat, it
is $75 a session”) into money in your account and a schedule that is ready to go.

Before you start

You need Stripe connected. A proposal is paid through a one-time Stripe checkout,
so if your space has not finished Stripe setup
yet, the prospect will not be able to pay. Connect it once and every proposal
after that just works.

Build the proposal

Open your Proposals page and choose New proposal. Fill in the offer:

• Who is it for? and Their email so the offer is addressed to them and,
  if they need an account, sign-up is prefilled.
• Offer title, the name they see at the top, like “12-Session DB/WR Retreat.”
• Number of sessions and Session length, which set how big the block is.
• Which days?, Start date, and Start time, which set the schedule the
  block will run on.
• Price per session, then an optional Discount type of “Dollars off” or
  “Percent off” and a Discount amount.
• A note to the prospect and an Offer expires date if you want the link
  to stop working after a while.

As you type a price and discount, a preview shows the discounted price with the
full price struck through and the savings, so you see exactly what they will see.
Choose Save draft when it looks right.

A draft is private and fully editable. Nothing is shared until you send it.

Send the link

Open the draft and choose Send proposal. This does not email anyone. It
unlocks a Share link section with an unlisted URL and a Copy button.
Paste that link into a text, a DM, or an email of your own. Only someone with the
link can open it.

On the other end, the prospect sees a clean offer page: the title, the discounted
price for the full plan, the schedule, and your note. They can Accept this
plan or decline.

What happens when they accept

When they accept, they sign in or create an account if they need one, then pay
the one-time price through Stripe. As soon as that payment confirms, three things
happen on their own:

• The offer becomes a live, private 1:1 program built from the schedule you set.
• Every session in the block is created and the buyer is booked and paid into all
  of them.
• You get one notification, “Proposal accepted,” and the proposal in your list
  now links straight to the live program.

Nothing goes live until the payment clears. If someone opens the link and never
pays, no program and no sessions are created, so an abandoned offer leaves your
schedule untouched.

If they decline or the link goes stale

A decline is quiet by design. The prospect sees a short “you have declined this
offer” note, and you get no notification, so a no does not clutter your inbox.

If the offer has expired, or the link is wrong, the prospect sees a neutral “This
link is no longer valid. Ask your trainer to send you a fresh link.” It never
reveals whether the proposal exists, so an old link you forgot about cannot leak
anything.

Changing a proposal after you send it

A sent proposal is locked so the price cannot move under the prospect. To edit
it, choose Return to draft first. You will be warned that this kills the
current share link, because reverting makes a brand new link. Send it again to
get a fresh link, and pass that one along instead.

Once a proposal is accepted, it is final. It stays in your list linked to the
live program it created, so you always have a record of what was agreed and paid.