Client management

How do I onboard my clients?

When you first invite a client, you'll see their folder in your Client Management tab with the blue button Welcome your Client. Give each client a personalized welcome treatment easily and automatically with our Onboarding Wizard: Choose whether you want to send out a Welcome Package. You can cu... Read more

What is the Progress Stream?

The Progress Stream is a page where you can view all your sessions, coaching notes and coaching tools in one place. Think of it like your Facebook News Feed. You'll be able to see the most up-to-date comments and interactions from your clients at a glance, and comment back easily. Just click Prog... Read more

How do I deactivate a client?

Deactivating a client manually is very simple. In Client Management, open your client's folder Click on the Settings tab, then Edit. Choose Inactive and Save. Your client is now deactivated.... Read more

How do I give access to my existing clients to coach with me?

You can easily invite other people to coach with you. A. Inviting your clients if they will pay using the LCH system You can bill your clients securely through your own personal, branded shop. Just click on the Invite button on any page and enter in the details of your client. Go through ou... Read more

Are my client’s previous answers and progress reports archived?

Yes. All your client information is stored securely and completely accessible, so you can return and review where your client was a month, a year or five years ago! You can view these from your Client management page in your client's folder, OR from your super-convenient Progress Stream which l... Read more

How do I enroll my paid or pro bono clients to coach with me?

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. In your Client Management screen, there's a folder for each of your clients. This is where you'll have all their client data at your fingertips.... Read more