Where do I view forms from my welcome package?


The forms in your coaching welcome package will make up the Coaching Portrait in your client file in Client and Coaching Management. It's easily accessible so you can review important details such as spouses name, birthday, successes, strengths and challenges.

  • The information your client submits on the Personal Information form and Coaching Information form will be visible from the client's Portrait page in Coaching management.
  • Click on your client's name to expand the drop-down menu and then select Client portrait.
  • Your client's personal information will appear on the tab marked Personal information. If this information changes during your coaching relationship (for instance if they move or change their number), you can easily edit the information by clicking Edit details.
  • Your client's coaching information will appear on the tab marked Coaching information.
  • Answers to any other assessments will be visible to you in the Assessments and Resources page of Coaching Management for that client.
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