FBS Product Setup, Pricing & Course Access

Call Date

Mar 27, 2025

Primary Topics

CRM, PAS

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Call Description

In this focused training, coaches learned how to manage products and pricing in FBS, including editing preloaded Business Academy and coaching products, setting up one-time or recurring payments, and using checkout pages for seamless client payments. The session covered how to grant or revoke course access using actionable tags or the PAS, the difference between FBS and PAS provisioning, and where to find all personalized links for easy sharing. The call also highlighted support options and the importance of training resources for mastering the platform.

Why this call matters

  • Clarifies how to edit, price, and manage products for both coaching and Business Academy offerings.

  • Shows how to use checkout pages and actionable tags for efficient client onboarding and payments.

  • Explains the difference between granting course access in FBS vs. PAS.

  • Demonstrates how to leverage support and training resources for ongoing success.

  • Provides practical steps for customizing payment plans and recurring billing.

Key Points:

  1. Product Types & Preloaded Offerings (02:25) – Overview of Business Academy (virtual MBA, financial training) and coaching products in FBS.
  2. Editing Product Details & Pricing (05:28) – How to update product names, descriptions, and set one-time or recurring prices, including setup fees and trial periods.
  3. Checkout Pages & Client Payments (24:42) – Using FBS checkout pages for client payments and how to share personalized links.
  4. Personalized Coaching Links (31:31) – Where to find your unique links for checkout, events, and lead funnels, and when you receive them.
  5. Granting & Revoking Course Access (39:08, 43:47) – How to use actionable tags in FBS or assign courses in PAS, and how to revoke access if needed.
  6. FBS vs. PAS Course Provisioning (45:02) – The difference between granting access in FBS (free or paid) and PAS (free, with lesson-level control).
  7. Support & Training Resources (51:41) – How to get help via advanced support, live chat, and where to find training recordings.
  8. Q&A: Sharing Links & Social Posting (35:56) – Best practices for sharing checkout and lead funnel links on social media or your website.

Key Takeaways:

  • Edit and price your products to fit your business model, including recurring and setup fees.
  • Use checkout pages and actionable tags for fast, trackable client onboarding and payments.
  • Grant or revoke course access in FBS or PAS depending on your needs—know the difference.
  • Bookmark your personalized coaching links page for easy access to all key URLs.
  • Leverage 24/7 support and training resources to master FBS and PAS workflows.

Notable Quotes:

  • “Once you have this link, it’s going to have all of these links actually personalized to you…bookmark this page once you receive it.”
  • “If you want to assign the courses within the PIS, you’re only staying within this one system. If you want to do it within the FPS, you can stay within this system to actually get it done.”
  • “We have a 24-7 live chat support team…we provide real fast responses within there.”

Action Steps from the Call

  1. Review and edit your product pricing and details in FBS (05:28).
  2. Use checkout pages and share personalized links for client payments (24:42, 31:31).
  3. Grant or revoke course access using actionable tags in FBS or assign courses in PAS (39:08, 45:02).
  4. Bookmark your coaching links page for quick access to all key URLs (31:31).
  5. Reach out to support or review training recordings for any setup or workflow questions (51:41).

Resources & Tools Mentioned:

  • FBS (Focused.com Business Suite): Product, payment, and CRM platform for coaches.
  • PAS (Profit Acceleration Software): For course assignment and lesson-level control.
  • Checkout Pages: Prebuilt payment pages for Business Academy and coaching products.
  • Actionable Tags: For granting/revoking course access in FBS.
  • Personalized Coaching Links Page: Central hub for all your key URLs.
  • Advanced Support & Live Chat: 24/7 help for setup and troubleshooting.
  • Training Recordings: Library of walkthroughs and topical calls.

Call Date: March 27, 2025

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