FREQUENTLY ASKED QUESTIONS

How do I keep track of my client data, session notes, and progress?

Our coaching software offers a secure, private, and endlessly accessible way to store confidential client data, and track a client's progress over time.    Read more...

What coaching forms and tools are available for coaching my clients?

Our online coaching software offers a wide variety of tools and forms to maximize your time, profits and enjoyment in running your coaching business. These help you to be more effective in your coaching, and allow you to stay more organized as your practice grows.     Read more...

What products can I sell?

You can sell anything that doesn't require shipping. So feel free to upload mp3 recordings, e-books, and so on. These will help you earn a passive income while at the same time introducing clients to what you have to offer.     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...

What are coaching requests and client leads?

Sign up to get coaching request alerts can give you ongoing client leads in your niche, delivered straight to your inbox.    Read more...

How do I offer group coaching?

Group coaching works in a similar way to regular coaching, except instead of offering private coaching calls, you can either offer group coaching calls, or eliminate live interaction in favour of online delivery.    Read more...

How do I submit an article?

To submit an article, choose Articles from the drop-down menu under Marketing. Select the Submit an Article tab.    Read more...

Why should I use coaching assessments and forms in my coaching?

Gather information about where your clients are and where they would like to be. Assessments take a reading of the current terrain—where your clients are at right now. They also allow you to plot a clear plan of action in your coaching to see where your clients want to be and how you can help them get there.    Read more...

How do I use journaling with my coaching clients?

It's easy to pass the benefits of journaling on to your clients in a way that is easy for you to administer and respond to. To use journaling with your clients, all you need to do is create a journal topic and assign it to your client. Your client will be able to post entries that are private or share them with you.    Read more...

How do I customize my welcome package and agreement?

It's easy to edit any part of your welcome package. Just access Coaching and Course Tools, located under the Coaching & Courses drop-down in your dashboard menu. Then choose Welcome Package Forms from the left hand menu.    Read more...