A Young Living Client Portal for Your Coaching, Classes and Wellness Sessions

Plenty of Young Living Brand Partners also run a business serving clients: wellness sessions, coaching toward a sleep or energy goal, a class on sourdough or skincare, a membership for people who want to keep learning from you. A client portal is the place those clients log in to get what they signed up for, and how it works has a lot to do with whether they get results and whether the whole thing fits into your week.

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Below, we’ll go through what your clients need from you for each kind of offer, why it helps to have all of it in one place, how that place sits right beside the oily side of your business in GetOiling, and the help you get setting it up and running it. If you’d like to talk it through with other Brand Partners who coach, teach and run wellness sessions, and with our team, bring your questions to the Weekly Work Session, Thursdays at 12pm ET. And if you’re not on GetOiling yet, you can start for $1 for your first month.

Everything your client touches between saying yes and getting the result is part of what you deliver. Your sessions and classes are the heart of it, and what happens in between decides how much of it sticks. What that in-between needs depends on whether you run one-on-one sessions, a class, a group program or a membership, so start with yours.

One-on-one sessions. A private client needs to know when their next call is and how to join it, how many sessions they have left in what they bought, where the notes and handouts from your calls are, and how to ask you something between calls. If you’re tracking something together (water, sleep, steps, a habit), they want to see how they’re doing. All of it is about one person, and nobody else should see it.

A class or course you teach. Your students need the lessons in order, a way to see what they’ve finished and what’s next, and somewhere to ask about a lesson right where they read it. When they come back weeks later looking for one idea, they need to find it without starting over.

A group program. A group needs everything a class does, plus the group itself: a place to post, cheer each other on and hear from you between your live sessions, along with the schedule for those sessions.

A membership. Members need a welcome that tells them where to start, something new to come back for each month, and a room to talk with you and each other. They also need to see what they pay you and manage their payments without having to message you.

And plenty of clients end up in more than one of these. Someone finishes your class and joins your membership. A group member books a few private sessions. Each new thing they say yes to should feel like another room in the same house, so the people who work with you the most have the easiest time finding everything.

People get results when they keep showing up. That’s true for a sleep goal, a new skill, a reset program, all of it. And people keep showing up when the next step is right in front of them.

Picture week three with a client. They want the handout from last week’s call, they want to know when you’re talking next, and they’d love to see whether their numbers are moving. If all of that lives in your head, your texts and your camera roll, they have to ask you for each one, and some of them won’t ask. They’ll mean to, and then the week gets busy.

When everything for what they signed up for sits in one place with your name on it, the next lesson, the next call, the handout and their own progress are all waiting when they log in. That’s what keeps people moving between your sessions. And the people who reach their goal with you are the ones who come back for the next thing you offer and tell their friends about you.

There’s a nice bonus for you, too: when a client can see their own progress, you get to be the encouraging guide on a goal they care about. They’re showing up for themselves, and you’re right there cheering them on.

You’re doing this alongside your Young Living business, and usually alongside work, family and a dozen other things. So the question that matters is how much of your week your clients need from you outside your sessions.

Without one place for it all, the in-between lands on you. A new client means sending the schedule, the first handout and how to pay you. Then come the questions, one at a time: when’s our next call, can you resend that guide, did my payment go through, where’s the recording? Each one takes a minute, and you answer them in between everything else, often late at night. That’s time you’d rather spend with your clients, your family or your oils business.

When your clients have their own place to go, most of those questions answer themselves. And on your side, what they see comes from each client’s contact card in GetOiling, the page where you keep everything about that person, so it stays up to date as you work with them, without a second job of keeping track.

A new client’s first day is a good way to see the difference. With one place for everything, the welcome email they get when you add them to your client portal tells them where to sign in, and when they do, what they signed up for is waiting: where to start, when your first call is and how to reach you between sessions. You don’t send five messages to get them going, and they don’t start their time with you wondering what to do first. That first day sets the tone for everything after it, for them and for you.

That’s how your coaching, classes and sessions stay something you love doing. You get to spend your time on the part only you can do: the care and teaching your clients came to you for.

In GetOiling, your client portal is your member area. It’s a private, password-protected space on your own website, and your branding is on every page, starting with the sign-in page, so it feels like yours because it is.

Inside it, each offer lives in its own vault. Your one-on-one program can be a vault, your class can be a vault, and your membership can be a vault. A client sees only the vaults they have access to, so a private client sees their own space and nothing that belongs to anyone else, and you don’t have to build a separate site for each person. A vault can hold your class and its lessons, pages your clients come back to, a discussion room where they post and you answer, and even a Custom GPT, an AI chat helper you set up to answer their questions. Lessons can wait for your approval before the next one opens, which is lovely when you want to talk each step through together first.

Each client also has their own account page. It shows the progress you’re tracking together (which you can let them view or update), their upcoming calls with you, their call package (the set of sessions they bought from you) and how many are left, their invoices, the subscription they pay you if they’re in a membership (which they can manage right there), and the files you’ve shared with them.

On your side, all of that comes from each client’s contact card, the page in GetOiling where you keep everything about a person. Share a progress table there (a simple chart where the two of you track their numbers week by week), share a file or send an invoice, and it shows up on their account page for them.

It does, and that’s the part we love most. Your member area lives in the same GetOiling account as your website, your blog, your emails, your booking and your invoices. The way people find you, sign up to work with you and get what they signed up for all happens under one login.

And that account is made for Young Living Brand Partners from the ground up. When you link to a product in an email, Leaf Links add your Young Living member number to the link for you. Each month brings done-for-you Weekly Wellness Tips, already written and ready to send to the people who’ve asked to hear from you. And everyone you work with has a contact card in the same place, so your whole business lives under one login and one set of contact cards.

One thing worth knowing as you set this up: the invoices and call packages in GetOiling are for your own services, like your sessions, your classes, your coaching and your membership. Your wellness sessions, coaching and classes are yours to charge for, even when oils come up in them. What stays free is the Brand Partner part: helping someone choose, order and use their Young Living products, which Young Living already pays you for through your Brand Partner earnings. Keeping the two separate lets your sessions, classes and coaching stand on their own as the paid work they are.

We do, with the tech and with the everyday side of making it work. Most of the people on the Weekly Work Session are Brand Partners who coach, teach classes or run wellness sessions alongside their Young Living business, fitting it in around everything else and figuring out the tech as they go. That’s exactly who we help every week.

Some of the questions are technical: how to add someone to a vault, or where to share a file with one client. Plenty are practical: how many clients you can comfortably take on, what a new client should find on their first day, or how to track progress in a way you’ll keep up with. Both kinds belong on the call. There’s no question too small, and you don’t need to have anything built before you come; plenty of people show up with an idea and leave with their first vault set up. Whatever has you stuck, bring it along and we’ll work through it with you live.

If you’d rather have it done for you, our Concierge team offers paid done-for-you packages, customized to what you need, to build it, so your time goes to your clients instead of your settings. And if you know what you want but not how to set it up, our Build with GetOiling page is where you tell our team what you want to build, and we show you how.

Below, Coach Ashley from the GetOiling team walks through a member area the way your client sees it: the home page with only the vaults they joined, a private coaching vault and its discussion room, and their own progress on their account page. Watch with one of your own clients in mind, and notice what they could find without having to ask you.

The Weekly Work Session is a live group Q&A and hands-on help session every Thursday at 12pm ET. Bring your questions and whatever you’re working on. Save your spot for the Weekly Work Session.

If you want to see what a GetOiling site looks like from the outside first, take a look at a sample Brand Partner site or browse the tools to run your Young Living business.

Talking it over with Brand Partners who already run their coaching, classes and sessions this way helps too. Come say hi in the GetOiling Facebook group, or bring your questions to the Weekly Work Session.

Not on GetOiling yet? Our free Lead Generation Workshop for Young Living Brand Partners gives you a feel for how we teach.

Ready to give your clients their own place to log in? Start for $1 for your first month. Would you rather have it set up for you? Our Concierge team is ready.

And if you run a Facebook group for your customers and team and want it in a space you own, read why your people need a private community you own.