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Coaching plans and coaching notes

Why should I use Coaching Plans with my clients?

When you're coaching your clients, you want to set goals, keep your client focused, demonstrate the power of coaching, and track progress. Using coaching plans with your clients help you to do all of these things. Before the session: The Coaching Plan. By completing a coaching plan bef... Read more

How do I use Coaching Plans and Coaching Notes with my coaching clients?

Using Coaching Plans and Coaching Notes with your clients is easy. Just follow these simple steps. There are three places you can access your sessions and session notes: 1. Click on your client's folder in Client Management and head over to the Sessions tab. 2. Or click o... Read more

How do I customize my Coaching Plans?

You can easily customize the Coaching plans you use. Click on Coaching Tools in the main menu. Select Coaching plans from the left hand menu. Click the three dots on the far right and then Edit. You can also create your own Coaching plan by clicking the blue Create button. No... Read more

How can I take and send Coaching Notes?

On your Sessions page, you'll be able to see three areas where you can interact with clients before, during and after sessions. The first drop down is for your Coaching Plan, should you choose to send one. Underneath the Coaching Plan is an area called Coaching Notes. Before your session, yo... Read more

How do I send a summary of my session with my client?

After your sessions, it is easy to send a summary to your client. Just click on the session from your Sessions page until it drops down (you can also do this from the convenient Progress Stream, which shows all sessions for every client in one convenient place.) Click on the Notes section ... Read more

Why isn’t the Submit Plan button showing for my client?

The Submit Your Plan button should always show up under your clients' coaching plans. There are two conditions under which they don't: If there are no appointments, there won't be any plan. Please make an appointment first with your client. Your client is inactive. Check that your client is a... Read more