Coaching is enjoyable and easy using your dashboard's coaching tools and features. These Support pages will guide you through the main features of the system so you can get started right away!
Once they have purchased coaching and become your client, they will receive your welcome package and agreement and fill in their personal information form and coaching information form. The coaching information form allows you to get an overview of the areas of strength and challenge for your client, to allow you to focus your coaching. You can customize both personal and coaching information forms. After your client submits the forms from their welcome package, you will be able to access their personal and coaching information at any time for easy reference from the Client Portrait tab your client's file in Client and Coaching Management.
Make single or repeated appointments from your Appointments page. Both you and your client will be alerted to your upcoming appointments, as well as any changes or cancellations. Appointments will be automatically converted to your client's time zone.
Your client can submit a coaching plan before each of your sessions together and a follow-up after if they wish. These allow you to keep your coaching targeted and on track. You can add comments, and your client can comment in response.
Prepare for your session on the Appointments and Coaching notes tab of your client file by taking note of your client's current focus, goals and possible obstacles. During your session, you can take detailed notes easily to keep you and your client on track towards their goals, and create a living record. You can also easily send a summary of your session to your client. From their Coaching Pad, your client can take their own notes, keeping them engaged, as well as creating action items based on your session.
From your Client Management interface, you can easily create and assign a range of coaching tools to help your clients reach success faster and get more from the coaching process. Try assigning journal topics, action items, goals, assessments and resources. Each coaching tool allows you to motivate, focus and progress your clients more efficiently and effectively. Monitor your coaching by creating customized feedback surveys, helping you keep your coaching right on track.
It's easy to engage in online coaching using the dashboard tools.
You can add group coaching to your repertoire to expand your client base and service offerings.