How to become a screen.coach

In 5 simple steps from expert to screen.coach. Follow our guide and earn your first money today.

The 5 steps to become a screen.coach:

1. Register

Create free account and confirm email

2. Fill out profile

Add expertise and experience to user profile

3. Set up payout account

Complete Stripe onboarding for payment processing

4. Create offers

Define availability and create consulting offers

5. Conduct appointments

Conduct live sessions and earn money

Step 1: Register

Create your free screen.coach account in just a few seconds. No upfront costs, no hidden fees.

✅ Register for free

✅ Confirm email

✅ You're ready to start

Step 2: Fill out profile

Tell the world about your expertise. A meaningful profile increases your booking rate by 3 times.

Right after your first login, you'll have the opportunity to do this. In the middle of the homepage, you'll find links to the user profile and organization profile (see image). Otherwise, you can also access the profiles via navigation through (User) and (Organization).

Below we will cover the following points:

📸 Upload professional photo

📝 Brief description of your expertise

🏢 Complete organization profile

Under My Profile you can customize your user profile:

In the Description tab, you can detail your expertise and experience.
The Profile Photo tab allows you to upload a professional photo via drag&drop or file browser.

The profile photo is displayed in the overview of your offers, in search results, and during appointments and should therefore be appealing. Usually it is displayed with your name next to a speech bubble.

After clicking Save, it can take up to 5 minutes for the photo to appear in the overview. If your browser doesn't display it, clear the cache or log out and log in again.

Edit user profile

In the organization profile under Profile you can store your address on one hand and details about your company on the other. To do this, you must first select the company type:

Private person: You can store a billing address and book consulting offers, but cannot create your own.
Company with input tax deduction: You are self-employed or freelance or run, for example, a UG or GmbH and can issue invoices with VAT shown. Then you can create consulting offers and store your IBAN for payouts. Credits will then be issued with VAT.
Company without input tax deduction: You are a micro-entrepreneur and run a company that cannot claim input tax deductions. Then you can create consulting offers and store an IBAN for payouts. Credits will then be issued without VAT.

Edit organization profile

Step 3: Set up payout account

Connect your bank account through our secure partner Stripe. Stripe Payments Europe is certified to PCI Level 1, the highest security level for payment service providers, and has a European e-money license.

Funds come to a virtual Stripe Express account that is assigned exclusively to you, minus the screen.coach fee. At the end of the month, payments for sessions that have already taken place are transferred from your virtual account to your bank account.

Below we go into more detail about Stripe onboarding, particularly:

🏢 Information about the person and company

🏦 Store IBAN

🛡️ Secure Stripe verification

💰 Monthly payouts

📊 12% platform commission (incl. VAT)

Set up payout account

Payout account initial registration Stripe

Via the button above or under Account Profile you can start with Stripe onboarding. Registration requires a valid mobile phone number for two-factor authentication. You will receive a numeric code via SMS that you must enter to continue.

You will then be guided through the Stripe onboarding process, which includes the following information:

Legal form of your company, possibly tax number and commercial register entry
Personal information (name, address, date of birth), possibly managing director information
Your bank details (IBAN)

The data provided is stored at Stripe, not at screen.coach. The displayed form is a so-called IFrame from Stripe, to which screen.coach has no access. This is similar to forms for credit card payments. Upon successful completion of Stripe onboarding, Stripe automatically shares key data such as names and email addresses and the identifier of your virtual Stripe account with us, so that it can be linked to your screen.coach account.

By the way: As a company, providing a website on which your own services are described or offered may be required. This can be, for example, your own website, a social media profile, or the link to the screen.coach profile: Profile View

Why all this? Stripe must comply with Know Your Customer (KYC) requirements according to European and national financial regulations, such as the German Money Laundering Act (GwG). This means that certain information about you and your company must be collected and verified. This protects not only you, but also your customers and the integrity of the platform.

In this context, you must also specify your industry. A list of the most common industries is available for selection. For consultants and coaches, the category Consulting Services is usually appropriate.

As part of the Know Your Customer (KYC) process, Stripe is required to verify your identity and collect additional information depending on the type of company. The latter mainly affects legal entities under private law, such as GmbHs and stock corporations.

For identity verification, you should have a valid identity document ready that ideally matches the personal information provided. Towards the end of the onboarding process, you will receive an SMS from Stripe containing a link. You can use this link to perform identity verification. Usually a selfie and a photo of the identity document are taken. The process takes only a few seconds. Verification is automated.

After submitting the required information, Stripe account activation usually occurs within a few minutes. In some cases, however, it can take up to 24 hours, in rare cases even up to 5 days, until the account is fully activated. Once your Stripe account is activated, you can create consulting offers under New Offer.

You can view and update your information at any time under Account Profile. Please note that certain changes may require identity verification again.

Under Payouts you will find all transactions to your virtual Stripe account and pending transfers to your bank account. The transaction data can all be exported in various formats and levels of detail, for example for your own accounting.

The platform commission is 12% (incl. VAT) and is automatically deducted from earnings before the transaction to your virtual Stripe account occurs. This fee covers our costs for payment processing, video transmission, platform provision and development, and support.

Your earnings are collected in your virtual Stripe account. At the end of the month, a transfer is made to your bank account. The transfer includes all sessions that have already taken place in the ending month.

Under Invoices you will find all collective invoices and collective credits. The collective credit contains all appointments of the past month that have already taken place. The PDF is intended for your accounting and contains all relevant information. It is formulated as an e-invoice or e-credit in Zugferd format and can be processed directly by most accounting software and platforms.

Step 4: Create offers

Create your first consulting offers. Define your availability and set your hourly rate. The calendar builder makes it easy.

Creating offers includes the following steps, which we will cover below:

📅 Mark availability in calendar

💶 Set hourly rate and offer type

📝 Write offer description

🖼️ Add appealing image

Create first offer

Under New Offer you can create your first consulting offer. First, you mark your availability in the calendar. To do this, go to the days when you are available and drag the mouse pointer over the times when you are available. At the top right of the calendar, you can jump back/forward weekly or return to today or change the view.

Clicking on a drawn time slot opens a small menu. In it, you can also set availability across multiple days or recurring. An available time slot on Friday, for example, is set recurring for Monday and Wednesday in the video. The repetitions should end at the beginning of October. You can also delete individual time slots from these repetitions. This also works retrospectively after setting up your consulting offer.

By the way, an overbooking protection is built in: With multiple offers, you will automatically be shown as unavailable for the respective other offers for a time period if you are already booked for that time. This means you can create multiple offers simultaneously without worrying about overbookings.

Clicking Next takes you to the next step, where you set the hourly rate and offer type.

At screen.coach there are three different offer types you can choose from:

Flexible: Customers can freely choose the duration of the appointment within your available time periods. You can set the time increments, for example in 30-minute steps, so that 30, 60, 90,... minutes are bookable. Flexible offers are ideal for 1:1 consultations and complex topics that can vary according to customer needs.
Time slots: You determine how large the time windows are that customers can book. Your available time periods are divided accordingly into these time slots. Customers can then book a time slot. This is particularly useful for short consultations or workshops. The number of participants can also be set, so you can offer a workshop with 10 participants, for example.
Events: You can create an event where customers can register for an entire, i.e., continuous, time period. This is ideal for webinars, presentations, or other events that require a larger number of participants and a longer time period. A single continuous time period can also span multiple days, such as a 2-day seminar.

Clicking Next brings you to the preview of your calendar as it will be visible to customers.

Common to all three offer types is that you can set the minimum time period between booking and appointment, so that customers cannot book at short notice if you don't want them to, for example.

Also, with all three offer types, you can determine whether a request before booking is required. This is particularly useful if you need information in advance to decide whether to accept or decline appointments. In this case, you will receive an email notification as soon as a customer selects an appointment and makes a request. You can then decide whether to accept or decline the appointment. Upon acceptance, the appointment is automatically entered into your calendar and the customer receives an email notification to pay within the next 24 hours. If no payment is made, the appointment is automatically cancelled.

With direct booking, on the other hand, the customer can book and pay directly without you having to confirm the appointment beforehand. This is particularly useful if you receive many requests (such as for webinars) and want to automate appointment confirmation. Customers can still send a text with their booking. Offers with direct booking are specially marked in search results.

Once all properties of your offer are set, you still need to provide a title and write a description that explains your offer and convinces potential customers. Here you can highlight your expertise and the benefits of your offer. Make sure the description is clear and appealing. Also note that our search engine uses the description for the findability of your offer.

In the last step, you can upload an offer image that visually supports your offer. The image should be appropriate for the consulting offer and professional. It will also be displayed on your profile, among other places.

Clicking Submit creates your offer and it is immediately visible to customers. You can edit your offer at any time, such as adding or deleting times or editing image and text. Changes take effect with a delay of about 5 minutes.

Now you can promote your offer or your profile page to attract customers. Once a customer books your offer, you will receive an email notification.

In the video, you see how a customer searches for an offer, selects an appointment, formulates a brief info, and makes the payment. Once payment is made, you receive an email and the appointment is automatically entered into your appointment overview. In the appointment overview, there is a booking confirmation for both you and the customer.

Important: Participation in the appointment also takes place via the appointment overview via the Join Session button. The button only works 10 minutes before the appointment starts. If the connection drops, you can call up the appointment again via the button and rejoin the session.

Past appointments can be accessed in the appointment overview via the tab at the top right.

In the example video, the offer is directly bookable, so the customer can book and pay directly. For offers with requests, the appointment must first be confirmed by you.