With
The Coaching Software, the Coach can:
- Access your admin
control panel from any computer or
hand-held device anywhere in the world
- See at a glance
all new entries made by your client's
since your last login
- Add
goals and notes to your individual client's account
- Add client accounts
with all pertinent client information such as phone, address, and email
address
-
Keep notes about individual clients and client contacts
- Add, manage,
email, and group an unlimited amount of contacts
- Add notes to goals
that have already been sent
- Comment on notes
and journal entries that clients create
- Answer these entries
right away, or store them for later response
- View a monthly calandar and also a daily schedule
of all appointments
- Schedule and manage client's appointments including
setting fee amounts with a pro bono option, and the ability to add notes
to appointments
- Export
data from the calandar to work with Microsoft Outlook 2003 and 2007
as well as Mac's I Calandar
- Create, manage, and email groups
- Track time spent with each client through the Instant
Timer
- Access a log of time spent with clients
- Send out a broadcast
to all your clients at once that can be displayed in one of several
places on their interface
- Create a list
(quote of the day for instance) of messages
that will be displayed and changed daily
- Change, comment,
or update any of your clients goals
- Set up as many
categories as you want
- Set up as many
“private categories” as you want
(coach cannot see private categories and can be
used by the client for their own “private” area)
- Export
data to a file for future reference
- Use The Coach
Software for your own personal day-timer,
to-do list, address book and contact manager
- Easy to use and
intuitive with built in context sensitive help
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