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 second coach for this client

Now click the “Save” button. You will now be given a message that the client was linked to the second coach.

Click the “Cancel” button to go back to your client list.

Your client is now linked to two coaches.


Submit a Comment

Your email address will not be published. Required fields are marked *