Enrolling clients connects their My Board OS organization to your coaching practice.
Your Enrollment Link
Every coach partner has a unique invite code and enrollment URL. Find it on your Account page.
- Copy the invite link to share via email or messaging
- Display the QR code for in-person onboarding
- Clients can also enter your code manually during their onboarding
How Clients Enroll
- Client signs up for My Board OS (or is already a subscriber)
- During onboarding or in Account → Organization, they enter your invite code
- Their organization is linked to your partner account
- They appear in your Clients list
Regenerating Your Invite Code
Owners can regenerate the invite code from Account. This invalidates all previous links and QR codes. Use this if a code was shared too broadly.
Seat Limits
Each client organization uses one client seat. Your platform subscription includes a set number of seats (typically 10). Purchase add-on seats if you need more. See Coach Billing and Client Seats.
What Clients See
Linked clients see a notice on their Board page that a business coach is connected. Coach observations are included in their AI board meetings. Clients cannot see your private notes.