How do I put a client’s contract on hold?

A client’s contract can be put on hold under the client’s contract screen. Navigate here by clicking the “Companies” menu, then clicking the Clients icon. You can also select the Coaches icon then the Clients of this coach icon. The best way to...

How do I share content between coaches?

Before sharing any session notes of a client between two or more coaches you need to link that client to those coaches. For more details on this step click here. When adding in Sessions and Assignments for clients you have the option to share these details with other...

How do I link a client to more than one coach?

To link more than one coach to a particular client navigate to the Companies screen and then click on the Clients icon (below) Next, find you client and take note of their email address. Click the add button Next enter your client’s email address and select the...
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