Business

10 step guide to launching an online wellness program

Learn how to launch an online wellness program in 10 steps. These programs complement your telehealth services, attract new clients, and enhance client engagement. This article gives step-by-step guidance on designing, promoting, and managing wellness programs.

Melissa Bhatia
Melissa Bhatia
Content Writer
Published on Sep 20, 2024
Updated on Feb 28, 2025

Online wellness programs are a powerful way for providers – including dietitians, therapists, health coaches, and nurse practitioners – to expand their offerings, engage more clients, and enhance their telehealth services. Whether you want to offer structured programs for weight management or behavioral health change, online wellness programs make it easier to connect with a broader audience while delivering consistent and valuable support for client engagement. 

This guide will walk you through the key steps to successfully launch an online wellness program, covering program design, marketing, pricing, and implementation.

The benefits of selling online wellness programs

Online wellness programs provide numerous benefits for both healthcare providers and clients. They offer flexibility by allowing clients to access resources and work on their goals at their own pace, regardless of location or schedule. For providers, these programs create recurring revenue streams through subscription models, helping to stabilize income and diversify revenue beyond one-time sessions. They also enable long-term client support with structured check-ins, goal-setting, and ongoing engagement, which fosters better retention and improved outcomes.

By reaching a broader audience and eliminating geographical barriers, online wellness programs allow providers to expand their client base and increase brand recognition. They also offer an efficient way to scale services, with automated tools and pre-recorded materials reducing the time spent on manual interactions. Ultimately, these programs enhance client education and empowerment, improve practice efficiency, and offer a valuable complement to in-person services, making them a powerful addition to any private practice.

10 Steps to Launching an Online Wellness Program

Before diving into the 10 steps, it’s essential to understand that launching an online wellness program is not only about creating content, but also about setting up a structure that fosters engagement, delivers value, and supports both client outcomes and business goals. Whether you’re building a program to complement your existing services or to reach a broader audience, planning and strategy are key to success. By following these 10 steps, you’ll set yourself up for a smooth launch, a streamlined workflow, and a program that enhances the client experience while growing your practice.

1. Define Your Niche and Program Focus

Start by identifying the specific wellness needs of your clients. Consider the challenges they face and how your expertise can provide solutions. Whether it’s a structured weight loss plan, a stress management course, or a guided fitness program, narrowing your focus will help you create a wellness program that meets the real needs of the audience you serve. If you haven’t defined your ideal client yet – it would be a good exercise to do so before creating any content or determining programs to best serve your client base. 

{{Ideal-client-persona}}

2. Choose the Right Platform

There are many online tools available for building wellness programs, such as Kajabi, which offer features for creating and delivering courses, managing memberships, and automating marketing. However, when working with healthcare clients, it’s essential to prioritize HIPAA compliance to ensure the privacy and security of sensitive health data. While platforms like Kajabi may offer great functionality for general program management, they may not always meet the rigorous standards required in healthcare.

For providers in the health and wellness field, opting for an all-in-one EHR system that includes built-in features for both evergreen and one-time programs is a smart choice. These EHR platforms enable you to design and manage your wellness programs directly within your secure client portal, ensuring that all communication, scheduling, and program enrollment remains HIPAA-compliant. By keeping everything within the same system, you can streamline client interactions, reduce administrative tasks, and provide a seamless, secure experience for your clients, all while maintaining the necessary privacy protections.

3. Decide on the Program Structure

When designing your wellness program, consider how it fits into your overall practice model. There are various structures you can choose from, each offering different benefits – you can choose one or mix and match to fit your specific needs. 

A self-paced, evergreen program with pre-recorded content allows  you to continuously enroll clients as they can start at any time and progress through the material at their own pace. This structure is particularly appealing for clients who need flexibility. Alternatively, a live group series can foster community and offer real-time interaction, while one-on-one coaching provides personalized support. Both of these options can generate urgency and encourage program adherence. 

Some providers even bundle wellness programs with other services, incorporating them into a membership model. Others may use free programs as a lead-generation tool, bringing potential clients into their ecosystem before transitioning them to paid services.

Ultimately, the program structure you choose should align with your clients’ needs and your practice goals. Whether you want to provide ongoing value through evergreen programs or create a sense of exclusivity with limited-time offerings, select the approach that allows you to provide the most effective support while meeting the demands of your practice.

4. Design a Curriculum

When designing the curriculum for your wellness program, it’s essential to break down your content into small, digestible pieces that your clients can easily absorb over time. This prevents overwhelming them with too much information at once and ensures they can truly absorb and implement what they learn. Think about the timing and cadence of your content delivery, not just the format. For example, you might decide to release one new module each week to create a manageable flow, keeping clients engaged and motivated throughout the program.

Your content can take many forms – videos, written lessons, emails, worksheets, quizzes, handouts, and goal-setting tools – all of which can serve different purposes to maximize the impact of your content. 

  • Video: Excellent for demonstrating concepts or exercises
  • Written materials: Provide more detailed explanations or background information
  • Emails: Reinforce key points, offer additional resources, and remind clients of upcoming milestones or check-ins
  • Handouts or worksheets: Allow clients to actively apply what they’re learning, giving them a chance to practice and reflect. 
  • Goal-setting tools: Help clients track progress and maintain momentum

You don't need to overproduce your content right away – starting simple can be highly effective. For example, a well-organized PDF or a straightforward video shot on a smartphone can still deliver immense value. As your program grows, you may choose to invest in higher-quality, professionally designed content, but we recommend starting small and building up to more complex content.

Additionally, instead of reinventing the wheel, consider leveraging pre-built content from reputable industry leaders and professional organizations. Many organizations offer ready-made resources that you can use within your program, saving you time and ensuring that your clients are receiving well-established, expert advice. For example, nutritionists can use evidence-based meal plans from registered dietitian associations, or therapists can utilize guided worksheets from mental health organizations. This allows you to provide expert-curated content without spending extra time on creation, ensuring your program stays relevant and credible.

Ultimately, organizing your program into structured, manageable chunks with a variety of content formats will help keep clients engaged, ensure steady progress, and ensure your program is both effective and easy to follow.

5. Create Engaging Content and Resources

Regardless of your specialty or niche, the success of your wellness program depends on the quality of the content. Consider incorporating a variety of materials, including video lessons and relevant guides based on your specialty. If your program focuses on nutrition, you might provide detailed meal plans. For mental health professionals, video demonstrations of mindfulness exercises can add value. The goal is to make the content actionable and easy to follow.

6. Market and Promote Your Program

A strong marketing plan ensures your wellness program reaches the right audience. You can leverage your website, email marketing, and social media to promote your online offerings. Writing blog posts, sharing testimonials, and running targeted ads are also effective ways to attract more participants. Another effective way to promote your online offerings and generate new opportunities for referrals is to network with corporate wellness programs or community organizations.

7. Engage Participants Consistently

Even online wellness programs require some level of ongoing commitment. Consistent support and engagement keep participants motivated. You can accomplish this by scheduling regular group check-ins, sending reminder emails, and fostering an online community to help your clients maintain momentum. Additionally, private discussion groups or forums allow participants to connect with one another, share progress, and stay accountable in meeting their health and wellness goals.

8. Determine Pricing and Enrollment Options

It’s also important to decide whether your program will be free, paid, or part of a bundled offering. Free programs can act as an introduction to your services, while paid programs position your expertise as a premium resource. Some providers offer tiered pricing, allowing clients to choose between self-paced access, live coaching, or additional support sessions. Each of these options have value, but choosing the right one depends on your specific offerings and the level of ongoing involvement you’d like to have. 

9. Offer Ongoing Support

Some level of ongoing support is recommended regardless of your wellness programs enrollment type. Providing long-term value can significantly improve client retention and satisfaction. Consider offering alumni programs, follow-up sessions, or access to additional resources as a way to keep your clients engaged. Some providers also create a membership model where participants receive new content and continued guidance over time.

10. Measure Success and Make Adjustments

Tracking engagement and collecting feedback is an invaluable step to refine and improve your programs. To do so, monitor sign-ups, completion rates, and client testimonials to see what’s working and where improvements can be made. Regularly updating content based on participant needs and changes in your field ensures your program remains relevant and valuable long-term.

Building an Online Wellness Program with Healthie’s EHR

A practice management solution like Healthie streamlines the process of launching and managing an online wellness program. Healthie allows you to upload program materials, track client progress, and facilitate communication all in one platform. Its integrated payment processing ensures seamless enrollment, while automated messaging and telehealth capabilities help maintain engagement. By using a comprehensive solution, you can focus on delivering value to your clients without being bogged down by administrative tasks.

Launching an online wellness program can enhance your private practice by expanding your reach and strengthening client relationships. With the right planning, structure, and tools, you can create a successful program that benefits both you and your clients.

Launch, grow & scale your business today.

Business

10 step guide to launching an online wellness program

Learn how to launch an online wellness program in 10 steps. These programs complement your telehealth services, attract new clients, and enhance client engagement. This article gives step-by-step guidance on designing, promoting, and managing wellness programs.

Online wellness programs are a powerful way for providers – including dietitians, therapists, health coaches, and nurse practitioners – to expand their offerings, engage more clients, and enhance their telehealth services. Whether you want to offer structured programs for weight management or behavioral health change, online wellness programs make it easier to connect with a broader audience while delivering consistent and valuable support for client engagement. 

This guide will walk you through the key steps to successfully launch an online wellness program, covering program design, marketing, pricing, and implementation.

The benefits of selling online wellness programs

Online wellness programs provide numerous benefits for both healthcare providers and clients. They offer flexibility by allowing clients to access resources and work on their goals at their own pace, regardless of location or schedule. For providers, these programs create recurring revenue streams through subscription models, helping to stabilize income and diversify revenue beyond one-time sessions. They also enable long-term client support with structured check-ins, goal-setting, and ongoing engagement, which fosters better retention and improved outcomes.

By reaching a broader audience and eliminating geographical barriers, online wellness programs allow providers to expand their client base and increase brand recognition. They also offer an efficient way to scale services, with automated tools and pre-recorded materials reducing the time spent on manual interactions. Ultimately, these programs enhance client education and empowerment, improve practice efficiency, and offer a valuable complement to in-person services, making them a powerful addition to any private practice.

10 Steps to Launching an Online Wellness Program

Before diving into the 10 steps, it’s essential to understand that launching an online wellness program is not only about creating content, but also about setting up a structure that fosters engagement, delivers value, and supports both client outcomes and business goals. Whether you’re building a program to complement your existing services or to reach a broader audience, planning and strategy are key to success. By following these 10 steps, you’ll set yourself up for a smooth launch, a streamlined workflow, and a program that enhances the client experience while growing your practice.

1. Define Your Niche and Program Focus

Start by identifying the specific wellness needs of your clients. Consider the challenges they face and how your expertise can provide solutions. Whether it’s a structured weight loss plan, a stress management course, or a guided fitness program, narrowing your focus will help you create a wellness program that meets the real needs of the audience you serve. If you haven’t defined your ideal client yet – it would be a good exercise to do so before creating any content or determining programs to best serve your client base. 

{{Ideal-client-persona}}

2. Choose the Right Platform

There are many online tools available for building wellness programs, such as Kajabi, which offer features for creating and delivering courses, managing memberships, and automating marketing. However, when working with healthcare clients, it’s essential to prioritize HIPAA compliance to ensure the privacy and security of sensitive health data. While platforms like Kajabi may offer great functionality for general program management, they may not always meet the rigorous standards required in healthcare.

For providers in the health and wellness field, opting for an all-in-one EHR system that includes built-in features for both evergreen and one-time programs is a smart choice. These EHR platforms enable you to design and manage your wellness programs directly within your secure client portal, ensuring that all communication, scheduling, and program enrollment remains HIPAA-compliant. By keeping everything within the same system, you can streamline client interactions, reduce administrative tasks, and provide a seamless, secure experience for your clients, all while maintaining the necessary privacy protections.

3. Decide on the Program Structure

When designing your wellness program, consider how it fits into your overall practice model. There are various structures you can choose from, each offering different benefits – you can choose one or mix and match to fit your specific needs. 

A self-paced, evergreen program with pre-recorded content allows  you to continuously enroll clients as they can start at any time and progress through the material at their own pace. This structure is particularly appealing for clients who need flexibility. Alternatively, a live group series can foster community and offer real-time interaction, while one-on-one coaching provides personalized support. Both of these options can generate urgency and encourage program adherence. 

Some providers even bundle wellness programs with other services, incorporating them into a membership model. Others may use free programs as a lead-generation tool, bringing potential clients into their ecosystem before transitioning them to paid services.

Ultimately, the program structure you choose should align with your clients’ needs and your practice goals. Whether you want to provide ongoing value through evergreen programs or create a sense of exclusivity with limited-time offerings, select the approach that allows you to provide the most effective support while meeting the demands of your practice.

4. Design a Curriculum

When designing the curriculum for your wellness program, it’s essential to break down your content into small, digestible pieces that your clients can easily absorb over time. This prevents overwhelming them with too much information at once and ensures they can truly absorb and implement what they learn. Think about the timing and cadence of your content delivery, not just the format. For example, you might decide to release one new module each week to create a manageable flow, keeping clients engaged and motivated throughout the program.

Your content can take many forms – videos, written lessons, emails, worksheets, quizzes, handouts, and goal-setting tools – all of which can serve different purposes to maximize the impact of your content. 

  • Video: Excellent for demonstrating concepts or exercises
  • Written materials: Provide more detailed explanations or background information
  • Emails: Reinforce key points, offer additional resources, and remind clients of upcoming milestones or check-ins
  • Handouts or worksheets: Allow clients to actively apply what they’re learning, giving them a chance to practice and reflect. 
  • Goal-setting tools: Help clients track progress and maintain momentum

You don't need to overproduce your content right away – starting simple can be highly effective. For example, a well-organized PDF or a straightforward video shot on a smartphone can still deliver immense value. As your program grows, you may choose to invest in higher-quality, professionally designed content, but we recommend starting small and building up to more complex content.

Additionally, instead of reinventing the wheel, consider leveraging pre-built content from reputable industry leaders and professional organizations. Many organizations offer ready-made resources that you can use within your program, saving you time and ensuring that your clients are receiving well-established, expert advice. For example, nutritionists can use evidence-based meal plans from registered dietitian associations, or therapists can utilize guided worksheets from mental health organizations. This allows you to provide expert-curated content without spending extra time on creation, ensuring your program stays relevant and credible.

Ultimately, organizing your program into structured, manageable chunks with a variety of content formats will help keep clients engaged, ensure steady progress, and ensure your program is both effective and easy to follow.

5. Create Engaging Content and Resources

Regardless of your specialty or niche, the success of your wellness program depends on the quality of the content. Consider incorporating a variety of materials, including video lessons and relevant guides based on your specialty. If your program focuses on nutrition, you might provide detailed meal plans. For mental health professionals, video demonstrations of mindfulness exercises can add value. The goal is to make the content actionable and easy to follow.

6. Market and Promote Your Program

A strong marketing plan ensures your wellness program reaches the right audience. You can leverage your website, email marketing, and social media to promote your online offerings. Writing blog posts, sharing testimonials, and running targeted ads are also effective ways to attract more participants. Another effective way to promote your online offerings and generate new opportunities for referrals is to network with corporate wellness programs or community organizations.

7. Engage Participants Consistently

Even online wellness programs require some level of ongoing commitment. Consistent support and engagement keep participants motivated. You can accomplish this by scheduling regular group check-ins, sending reminder emails, and fostering an online community to help your clients maintain momentum. Additionally, private discussion groups or forums allow participants to connect with one another, share progress, and stay accountable in meeting their health and wellness goals.

8. Determine Pricing and Enrollment Options

It’s also important to decide whether your program will be free, paid, or part of a bundled offering. Free programs can act as an introduction to your services, while paid programs position your expertise as a premium resource. Some providers offer tiered pricing, allowing clients to choose between self-paced access, live coaching, or additional support sessions. Each of these options have value, but choosing the right one depends on your specific offerings and the level of ongoing involvement you’d like to have. 

9. Offer Ongoing Support

Some level of ongoing support is recommended regardless of your wellness programs enrollment type. Providing long-term value can significantly improve client retention and satisfaction. Consider offering alumni programs, follow-up sessions, or access to additional resources as a way to keep your clients engaged. Some providers also create a membership model where participants receive new content and continued guidance over time.

10. Measure Success and Make Adjustments

Tracking engagement and collecting feedback is an invaluable step to refine and improve your programs. To do so, monitor sign-ups, completion rates, and client testimonials to see what’s working and where improvements can be made. Regularly updating content based on participant needs and changes in your field ensures your program remains relevant and valuable long-term.

Building an Online Wellness Program with Healthie’s EHR

A practice management solution like Healthie streamlines the process of launching and managing an online wellness program. Healthie allows you to upload program materials, track client progress, and facilitate communication all in one platform. Its integrated payment processing ensures seamless enrollment, while automated messaging and telehealth capabilities help maintain engagement. By using a comprehensive solution, you can focus on delivering value to your clients without being bogged down by administrative tasks.

Launching an online wellness program can enhance your private practice by expanding your reach and strengthening client relationships. With the right planning, structure, and tools, you can create a successful program that benefits both you and your clients.

Scale your care delivery with Healthie+.

Defining your ideal client persona
Ideal client persona download
Defining your ideal client persona

Defining your ideal client persona
Ideal client persona download
Defining your ideal client persona