Coaching plans and coaching notes

 
Why should I use Coaching Plans with my clients?

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...

How do I use Coaching Plans and Coaching Notes with my private coaching clients?

Using Coaching Plans and Coaching Notes with your clients is easy. Just follow these simple steps.    Read more...

How do I customize my Coaching Plans or Follow up Coaching Plans?

You can easily customize the Coaching plans you use.    Read more...

Why isn't the Submit Plan button showing for my client?

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...

How do I add documents to my client's file?

You can easily preserve client documents and ad hoc notes in your client's file for later access.    Read more...

How do I add notes about my client outside of a specific coaching session?

You can easily add notes about your client outside of a specific coaching session on the Client Documents & Notes page.    Read more...

 
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