How do I use my Preview Account to see what my clients see?

Every LCH Core account comes with a Preview Account. It’s a pretend client that is really you, so you can try out sessions, coaching tools and Welcome Packages and see exactly what your clients will experience, before a real client ever logs in.

Where to find it

In the left menu, click Contacts, then All Contacts. Look for your own name with the purple Preview Account badge. (In the Launchpad it’s called your Preview Client. Same thing.)

Step 1: Set it up like a real client

Click your Preview Account and use it like any other client:

• Send it a Welcome Package, then click Welcome your client.
• Schedule a session with it.
• Assign a coaching tool, like a worksheet or journal.

Anything you send arrives in your own email, just as a client would get it.

Step 2: Switch to the client view

1. In the left menu, click Contacts, then View as Client.
2. In the pop-up, click Switch to Client View.
3. You’re now looking at your portal exactly as a client sees it.

Step 3: Go back to your coach dashboard

Click Exit Client View in the blue bar at the top of the page.

Good to know

• Empty sections are normal. The client view only shows what you’ve sent to your Preview Account. Add things first.
• Test purchases are free. Anything you buy in client view is a test, and your card isn’t charged.
• It uses your own login, so there’s no separate password.

[HEADING] Read more

• How to Use the LCH Core Launchpad to Set Up Your Coaching Business
• How do I onboard my clients?
• Your full session workflow in LCH Core: before, during, and after