Delenta White-Label Portal Handoff (Onboarding)

Delenta White-Label Portal Handoff (Onboarding)

1. 01

   Confirm the client engagement is scoped for coaching delivery before touching Delenta

   Delenta is purpose-built for coaching delivery, not general agency operations, so this handoff only fires when the retainer includes coaching sessions, cohort programs, or corporate training. If the client needs project management or file approvals, route them to a client portal tool instead.

2. 02

   Create the client workspace inside the Delenta Teams plan

   White-label branding and HIPAA compliance both sit behind the Teams tier, which is custom-priced. Starter at $29/mo, Pro at $49/mo, and Premium at $79/mo do not carry white-label branding, so do not promise a branded portal on those tiers.

3. 03

   Apply the client's brand assets to the branded profile landing page and portal

   Upload logo, colour set, and portal copy so the end client never sees Delenta branding. This is the step that justifies the Teams tier cost in the retainer line item.

4. 04

   Connect Zoom, Stripe, and Google integrations from the Delenta integrations panel

   Zoom carries the session scheduling, Stripe handles payment collection and package creation, and Google syncs calendar availability. Test one live booking end to end before handing the portal to the client.

5. 05

   Build intake forms and e-sign contracts for the coaching engagement

   E-sign contracts are available from the Starter tier upward. Attach the signed contract to the client record so the delivery team sees consent status without leaving Delenta.

6. 06

   Load the client's coaching cohort and assign coaches

   Multi-coach teams use coach matching and unified payroll inside Delenta. Map each participant to a coach before the first session so payroll runs cleanly at month end.

7. 07

   Publish course content and set automated session reminders

   Course delivery and reminder automation live in the same workspace. Confirm the reminder cadence with the client's programme manager, since corporate training departments often want a 24-hour and a 1-hour nudge.

8. 08

   Hand the portal credentials and a one-page walkthrough to the client contact

   Include how to book, how to pay, and where session notes appear. The AI note-taker captures session notes automatically, so tell the client where to find them rather than emailing notes manually.