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.

• Sessions tab
  • On the Sessions tab, you’ll find all sessions you’ve had with your client.
  • Click each session to view Coaching Plans submitted by your client, if you choose these to be sent.
  • You’ll also be able to take Coaching Notes before, during and after your session. You can share these with your client at the click of a button! You and your client can also comment back and forth about your notes.
  • You can also assign any Coaching Tools that will help your client achieve their goals, easily and while your coaching is fresh in your mind.
• Tools tab
  • Keep your client on track and engaged so they become raving fans and refer you on. The more clients are engaged in coaching, the swifter their transformation and results. And isn’t that what we’re there for?
  • Assign tools and then interact with your clients regarding those tools from this tab.
  • Journal
    • Your client journal entries are listed here. You can choose to view all of them, or just entries for a specific journal. Your client also has the option of posting private entries–in this case you’ll see your client made an entry, but not what it said. You and your client can comment back and forth on every entry, and all this data is recorded, with the easy ability to Search for a specific keyword or phrase, to help you keep thoroughly in tune with your client’s progress.
  • Action items
    • During your coaching sessions, or in between them, either you or your client can create Action Items. They will then post progress reports, letting you know how they are doing, and helping you be their accountability partner. They can also mark any action as completed! The Action Item page of your client’s file in Client and Coaching Management will display all your client’s action items and progress reports as well as all the comments you’ve each made. These are sorted by last client activity, so you can easily track where your client is progressing, and where they are stuck. You can Filter by status as well, or Search for a specific keyword or phrase, so you never lose track of everything your client has been doing, to help acknowledge their successes and keep track of milestones.
  • Goals
    • Whereas Action Items are often taken after each coaching session, Goals are longer term projects your client is aiming towards, created by either you or your client. The Goals page in your client’s file in Client and Coaching Management is where you can see all your client’s goals, as well as their status. Like Action Items, these are arranged by last client activity, so you can easily track your client’s progress towards their goals, and where they need extra support. All your client’s progress reports and every comment is recorded on this page.
  • Worksheets and forms
    • You can create unlimited forms and interactive coaching surveys and assessments, helping you effortlessly gauge the gap between where your client is at and where they want to be. All comments and completed forms and assessments as well as any comments you and your client make are stored on this page. They are arranged in terms of status and activity, to keep track of progress easily.
  • Resources, printables
    • Easily store and keep track of any additional resource or document you assign to your clients from this tab.
  • Easy management from your Progress Stream
    • To simplify the day to day management of all your coaching clients, we also offer the Progress Stream, where you can view and comment on all your appointments, coaching notes and coaching tools in one place.
• Settings tab
  • You’ll find when your client became active, as well as their location , time zone and email.
  • You will also see their status listed as Active or Inactive. You can manually edit this at any time.
  • Choose here whether to send out Welcome Packages when you first greet a client, as well as Coaching plans.
  • Client Portrait
    • You’ll also be able to view the information included in your welcome package: your Coaching Agreement, Personal Information form and Coaching Information form
    • Personal information tab: This displays your client’s details as submitted in their Welcome Package. You’ll find here your client’s contact details, birthday, and other significant information you’d like to remember, like chidren’s names and hobbies. You can edit this form from the Welcome Package Forms tab of Coaching and Course Tools to make it completely personalized in your Welcome Package material.
    • Coaching Information tab: This displays intake material from your Welcome Package. These are questions designed to have your client reflect on what they would like to achieve through your coaching together. You form from the Welcome Package Forms tab of Coaching and Course Tools to make it completely personalized in your Welcome Package material.

Every Aspect of Your Coaching Relationship Preserved

We keep track of every part of your coaching relationship so you don’t have to juggle multiple tracks of data in different places. Everything is recorded in a living document of your coaching relationship that is infinitely searchable, providing you with an amazing ability to keep at hand key details in your client’s progress, allowing you to provide outrageous service, accountability, trust and respect for your client.

Secure and Private

Furthermore, we are backed by an organization-level verified, 256 bit advanced encryption standard, multiple off-site backups and privacy controls so you can rest confident that your client data is safe and secure.