Yes. All your client information is stored securely and completely accessible, so you can return and review where your client was a month, a year or five years ago! Read more...
You can easily invite existing clients in any of your coaching or courses from the Welcome page of your dashboard. You can even enroll clients directly. Read more...
You can easily add existing paid and pro bono clients to any of your coaching or courses from the Welcome page of your dashboard. Read more...
Our coaching software offers a secure, private, and endlessly accessible way to store confidential client data, and track a client's progress over time. Read more...
It's easy to end one coaching offering with a client before it expires and add them to a new one. Here's how... Read more...
Deactivating a client manually is very simple. 1. In Client and Coaching Management, expand your client's name on the left hand column. 2. Click on Client Settings, then Edit. Choose Inactive and Save. 3. Your client is now deactivated. Read more...
The Progress Stream is where you can plan coaching sessions, send coaching notes, assign coaching tools, and read and comment on client progress, all from one page! Read more...