When you're coaching your clients, you want to set goals, keep your client focused, demonstrate the power of coaching, and track progress. Using coaching plans with your clients help you to do all of these things. Read more...
Using Coaching Plans and Coaching Notes with your clients is easy. Just follow these simple steps. Read more...
You can easily customize the Coaching plans you use. Read more...
The Submit Your Plan button should always show up under your clients' coaching plans. There are two conditions under which they don't: Read more...
You can easily preserve client documents and ad hoc notes in your client's file for later access. Read more...
You can easily add notes about your client outside of a specific coaching session on the Client Documents & Notes page. Read more...