How do I create appointments with my clients?


You can add single or recurring appointment from either the View Calendar tab or the Appointments tab in the Calendar.

Making an appointment from the calendar

  1. On the View Calendar page, press New Appointment. On the Appointments tab, press Make an Appointment. A window will pop open.
  2. Choose the client you want to make the appointment with from drop-down list.
  3. Choose the starting time, finishing time and date from the list.
  4. Choose whether this is a single appointment or if it will occur repeatedly (every day, every week, every two weeks, once a month or every two months). If it repeats, then select the ending date.

Making an appointment from Client and Coaching Management

  • You can also make an appointment from the Appointments and Coaching Progress page of Client and Coaching Management for your Private coaching clients.
  • Click on Client and Coaching Management then click on your client's name. Choose Appointments and Coaching Progres/ Private from the left hand menu. Click the button Make new appointment.

Creating Coaching Notes and Coaching Plans

  • As soon as you make an appointment, a new coaching plan will show up in chronological order in the Appointments and Coaching Progress page of Client and Coaching Management.
  • Click on this plan to take notes, review client progress, comment back and forth with your client, assign coaching tools, and send your coaching summary to your client.


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