{"myAccount":{"slug":"myAccount","slugPath":"myAccount","name":"My Account","article":"<div>On the My Account page, you can set various preferences and change aspects of your account.<\/div><br \/><h2>User Profile<\/h2><div>You can set your basic details here, such as adding or changing your profile headshot, name, email address, phone number, physical address, and gender.&nbsp;<\/div><br \/><div>&nbsp;You can also change other basic details regarding your account, such as \nyour time zone, date format, and time format.<\/div><div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/www.loom.com\/embed\/cc24e0c8315449e69d70f856e9868cdb?hideEmbedTopBar=true\" frameborder=\"0\" allowfullscreen=\"true\"><\/iframe><\/div><\/div><div><em>Note: These details won't necessarily show to clients\u2014you can choose what they see in Settings &gt;&gt; My Style &gt;&gt;&nbsp;<a href=\"settings\/coachProfile\" class=\"toArticle\">Coach Profile<\/a>.<\/em><\/div><br \/><h2>Message Preferences<\/h2><div>Here's\n where you let us know how you'd like us to contact you about \nCoachAccountable webinars, new features, and news. We don't contact you \noften, but we want to make sure we're updating you in the way you prefer.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.13.31pm.png\" height=\"639\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.13.31pm.png\" \/><\/div><h2><br \/>Subscription<\/h2><div>View\n your current CoachAccountable subscription, storage usage, and the date of your next invoice. If your number of active clients is changing, you upgrade or downgrade your package.&nbsp;<\/div><div>\n<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.14.12pm.png\" height=\"643\" width=\"999\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.14.12pm.png\" \/><\/div><div><em>Note: If using Team Edition, only the owner of the account can access and change subscription levels.&nbsp;<\/em><\/div><br \/><h2>Account Type<\/h2><div>Switch between a single coach account and a&nbsp;<a href=\"teamEdition\" class=\"toArticle\">Team Edition<\/a> account here.&nbsp;<\/div><br \/><h2>Add Ons<\/h2><div>You can turn some CoachAccountable features on and off to simplify your account. All of these features are free of charge.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.14.44pm.png\" height=\"886\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.14.44pm.png\" \/><\/div><br \/><h2>Billing Information<\/h2><div>Here's\n where you update the credit or debit card you'd like us to charge for \nyour monthly CoachAccountable subscription. You can also add further \ninformation that any accounting departments or authorities may require in your location.&nbsp;<\/div><br \/><h2>Invoices<\/h2><div>Find copies of your past CoachAccountable subscription invoices here.&nbsp;<\/div><br \/><h2>Transfer Ownership<\/h2><div>If you have a Team Edition account and wish to make someone else the owner of your account, you may designate that new owner here.<br \/><\/div><br \/><h2>Export Data<\/h2><div>Export all of your files and all of your data at any time.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.15.16pm.png\" height=\"658\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.15.16pm.png\" \/><\/div><br \/><h2>Cancel Account<\/h2><div>Straightforward, no-nonsense cancellation.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.15.44pm.png\" height=\"656\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.15.44pm.png\" \/><\/div><br \/><h2>Referral Program<\/h2><div>Sign up for and view progress in the&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/referralProgram\" target=\"_blank\">CoachAccountable Referral Program<\/a>.<\/div>","inAppPage":"","searchTermSet":["My Account","How do I cancel my account?","Switch to Team Edition","How do I switch to Teams","How do I switch to Team Edition?","How do I switch to Team Account?","Subscription","How do I check my subscription?","CoachAccountable invoice","My invoice","Recommend","Change Name","Export Data","Export Files","Storage","Add profile picture","time zone change","charge for zero active clients","Cancel account"],"reducedSearchTermSet":["account","_0 cancel account","switch team edit","_0 switch team","_0 switch team edit","_0 switch team account","subscript","_0 check subscript","coachaccount invoic","invoic","recommend","chang name","export datum","export file","storag","add profil pictur","time zone chang","charg zero activ client","cancel account"],"relatedTopicSet":[""],"ID":"418","ParentID":"0"},"general":{"slug":"general","slugPath":"general","name":"General","article":"<div>Find links to some of the basics of using CoachAccountable here. For a more detailed approach, <a href=\"https:\/\/www.coachaccountable.com\/webinars\" target=\"_blank\">check out the CoachAccountable webinar series.<\/a><\/div>","inAppPage":"","searchTermSet":["General",""],"reducedSearchTermSet":["gener"],"relatedTopicSet":[""],"ID":"421","ParentID":"0"},"clients":{"slug":"clients","slugPath":"clients","name":"Client Administration","article":"<div>CoachAccountable makes managing your clients a straightforward and efficient affair.<\/div><br \/><h2>Clients Listing<\/h2><div>This is the central view of all your clients. It displays lists of your active and&nbsp;<a href=\"clients\/deactivating\" class=\"toArticle\">inactive&nbsp;<\/a>clients, sortable through the <strong>View<\/strong> and <strong>Sort<\/strong> controls towards the upper right.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/clientslisting.png\" height=\"622\" width=\"740\" class=\"center\" alt=\"clientslisting.png\" \/><\/div><br \/><div>The <strong>search bar<\/strong> lets you search by name, email, and extra profile information (information added&nbsp;<a href=\"clients\/updating\" class=\"toArticle\">when updating client details<\/a>). Extra profile information is useful for organizing clients and effectively tagging clients into categories such as location, coaching level, and other identifying information.<\/div><br \/><div>A note for&nbsp;<a href=\"teamEdition\" class=\"toArticle\">Team Edition users<\/a>: any administrative users in your account who are not coaches will not see the Client Dashboard as their \"home page\"; their Home Screen will instead be the Team page.<\/div><br \/><div>For each client, you can see when they last logged in and what they've been working on recently (the \"Activity Level\" shows the client's activity over the <em>last 7 days<\/em>).&nbsp;<\/div><br \/><div>To get to the Overview for a specific client, which is where you'll be doing the actual coaching (<a href=\"actions\" class=\"toArticle\">Actions<\/a>,&nbsp;<a href=\"metrics\" class=\"toArticle\">Metrics<\/a>,&nbsp;<a href=\"worksheets\" class=\"toArticle\">Worksheets<\/a>, etc.), simply click on that client's card:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/clientlistingsingle.png\" height=\"179\" width=\"685\" class=\"center\" alt=\"clientlistingsingle.png\" \/><\/div><br \/><h2>Adding and Inviting Clients<\/h2><div>Use this&nbsp;<em>Clients<\/em>&nbsp;page to add and invite new clients.&nbsp;<a href=\"clients\/adding\" class=\"toArticle\">Adding a client<\/a>&nbsp;is distinct from&nbsp;<a href=\"clients\/inviting\" class=\"toArticle\">inviting a client<\/a>.&nbsp;<\/div><br \/><div><strong>Adding a client<\/strong> means telling CoachAccountable that there is a new, distinct user of the system, which allows you access to their Client Overview.&nbsp;<\/div><br \/><div><strong>Inviting a client<\/strong> means sending them an invitation email. This will let the client register a username and password,&nbsp;<a href=\"agreements\" class=\"toArticle\">agree to client terms<\/a>, and start using the system. This two-step process allows you to get a head start in administering your coaching programs.&nbsp;<\/div><br \/><div>Before inviting a client, consider filling their account with a few items such as Actions, Metrics, and Worksheets\u2014either manually or through&nbsp;<a href=\"courses\" class=\"toArticle\">Courses<\/a>. Doing this will ensure your clients have something to actually do when they first log in. Check out&nbsp;<a href=\"courses\/starterkitCourses\" class=\"toArticle\">Starter Kit Courses<\/a>&nbsp;for more.<\/div><br \/><h2>Managing Multiple Clients<\/h2><div>The <em>Clients<\/em>&nbsp;tab also allows you to manage clients at scale.&nbsp;<\/div><br \/><div>From here, you can&nbsp;<a href=\"clients\/messaging\" class=\"toArticle\">message some or all clients<\/a>.&nbsp;<br \/><\/div><div>You can also&nbsp;<a href=\"FAQs\/clientRoster\" class=\"toArticle\">download your entire client roster<\/a>.<\/div><br \/><div>When you'd like to remove access to CoachAccountable, a few clicks allow you to deactivate and&nbsp;<a href=\"clients\/deleting\" class=\"toArticle\">delete clients<\/a>.&nbsp;<a href=\"clients\/deactivating\" class=\"toArticle\">Deactivating clients<\/a>&nbsp;is preferable in most cases, as it allows you to retain that client's data, which is useful when&nbsp;<a href=\"clients\/exporting\" class=\"toArticle\">exporting client records<\/a>.<\/div>","inAppPage":"","searchTermSet":["Client Administration","How do I get started on CoachAccountable?","How do I manage clients on CoachAccountable?","What do I use the dashboard for?","How can I search for a specific client?","Where do I go to see a list of clients?","How do I keep track of my clients?"],"reducedSearchTermSet":["client administr","_0 get start on coachaccount","_0 manag client on coachaccount","what us dashboard","_0 search specif client","_0 go see list client","_0 keep track client"],"relatedTopicSet":["coaches"],"ID":"1","ParentID":"0"},"teamEdition":{"slug":"teamEdition","slugPath":"teamEdition","name":"Team Edition","article":"<div><p>CoachAccountable Team Edition is a platform designed to manage a team of coaches.&nbsp;Team Edition simplifies coach administration and allows your organization to concentrate less on administrative work and more on developing results with your clients.&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2>Enable Team Edition<\/h2><div>To change your account from single coach to Team Edition, click your name at the upper right &gt;&gt; <em>My Account &gt;&gt; Account Type<\/em>.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_10.31.34am.png\" height=\"717\" width=\"988\" class=\"center unrounded stroke\" alt=\"screenshot_2024-05-06_at_10.31.34am.png\" \/><\/div><p>&nbsp;<\/p>\n<h2>Pricing<\/h2><div>Pricing for Team Edition is the same as for single coach accounts, and is based solely on the number of <em>active clients<\/em> on your billing date each month.<\/div><p>&nbsp;<\/p>\n<h2>Team Administration<\/h2><\/div><div>Once you're using Team Edition, you'll see the Team Administration button in the left Menu.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_10.34.54am.png\" height=\"862\" width=\"342\" class=\"center\" alt=\"screenshot_2024-05-06_at_10.34.54am.png\" \/><\/div><br \/><div>Clicking it brings you to your Team page. The side menu of the Team page has tabs that give you access to your team members, clients,&nbsp;<a href=\"teamEdition\/appointments\" class=\"toArticle\">appointments<\/a>,&nbsp;<a href=\"groups\" class=\"toArticle\">Groups<\/a>, and&nbsp;<a href=\"companies\" class=\"toArticle\">Companies<\/a>.<\/div><br \/><h3><em>Team Members<\/em> tab<\/h3><div><div>While on the <em>Team Members<\/em>&nbsp;tab, you can view your team's active and inactive coaches. Use the search bar to search by name, email, or a team member's extra profile information (which you can input or change when&nbsp;<a href=\"teamEdition\/updating\" class=\"toArticle\">updating team member details<\/a>). Clicking the <em>Sort<\/em>&nbsp;button allows you to sort team members by name, last login, activity, and date added.<\/div><br \/><div>Here you'll also be able to&nbsp;<a href=\"teamEdition\/messaging\" class=\"toArticle\">message some or all <\/a>team members,&nbsp;<a href=\"teamEdition\/adding\" class=\"toArticle\">add new team members<\/a>, change&nbsp;<a href=\"teamEdition\/pairing\" class=\"toArticle\">coach-client pairings<\/a>, and&nbsp;<a href=\"teamEdition\/updating\" class=\"toArticle\">update team member details<\/a>.<\/div><br \/><div>Clicking a given coach gives you an overview of that coach's clients, Appointments, Groups, and Courses.<\/div><br \/><h3><em>Clients<\/em>&nbsp;tab<\/h3><div>The&nbsp;<a href=\"teamEdition\/clientListing\" class=\"toArticle\">Team Clients page<\/a>&nbsp;lets you see the entire client roster of your organization. This is similar to your client dashboard in that allows adding, managing, searching for, and messaging clients.<br \/><\/div><br \/><h3><em>Appointments<\/em> tab<\/h3><div>In the&nbsp;<a href=\"teamEdition\/appointments\" class=\"toArticle\">Team Appointments page<\/a>, you'll see all of your Team's Upcoming and Past Appointments.&nbsp;You can add appointments, as well as modify existing ones.<\/div><br \/><div>Clicking <em>Past<\/em> brings us to a report that lets you filter past appointments by canceled or non canceled, coach, client, and date range. You can also easily cancel past appointments here. Everything is downloadable to CSV.<\/div><br \/><h3><em>Groups <\/em>tab<\/h3><div><a href=\"groups\" class=\"toArticle\">Team Groups<\/a>&nbsp;allows you to view and manage Groups across your team's entire organization.<\/div><br \/><\/div><div><h3><em>Companies <\/em>tab<\/h3><\/div><div>View and manage the&nbsp;<a href=\"companies\" class=\"toArticle\">Companies<\/a>&nbsp;that your organization serves, including the personnel that belong to each company.<\/div>","inAppPage":"","searchTermSet":["Team Edition","How does Team Edition work?","How do I manage my organization and coaches?","How do I setup my organization in CoachAccountable?","How do I see all of my team's appointments?","Can multiple coaches share one account?","Is there an enterprise edition?","Teams","Team of Coaches","Team Edition"],"reducedSearchTermSet":["team edit","team edit work","_0 manag organ and coach","_0 setup organ in coachaccount","_0 see all team' appoint","can multipl coach share on account","there enterpris edit","team","team coach","team edit"],"relatedTopicSet":["courses\/sharing"],"ID":"11","ParentID":"0"},"appointments":{"slug":"appointments","slugPath":"appointments","name":"Appointments","article":"<div>CoachAccountable Appointments provides an efficient means by which to schedule and manage appointments. Appointments is comprised of a number of different features, all geared with the intention of making scheduling more efficient and your appointments themselves more effective.<\/div><br \/><div>To get started go to Settings &gt;&gt; Appointment Config<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.26.15pm.png\" height=\"541\" width=\"999\" class=\"center stroke unrounded\" alt=\"screenshot_2024-05-03_at_2.26.15pm.png\" \/><\/div><br \/><div><h2>Setup<\/h2><\/div><div>Let's take a look at&nbsp;<a href=\"appointments\/options\" class=\"toArticle\">Basic Options<\/a>&nbsp;first.&nbsp; This is where you'll enable Appointment Scheduling for your account.<\/div><br \/><div>Once you've enabled appointment scheduling, you can decide if you will allow clients to schedule with you and how you'll like to be notified (along with some other neat details).&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.28.38pm.png\" height=\"529\" width=\"999\" class=\"center stroke unrounded\" alt=\"screenshot_2024-05-03_at_2.28.38pm.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-05_at_4.06.57pm.png\" height=\"0\" width=\"0\" class=\"center\" alt=\"screenshot_2024-04-05_at_4.06.57pm.png\" \/><\/div><div>The foundation of CA Appointments is built on your&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">Appointment Types<\/a>. These are the different types of appointments you have with clients.&nbsp;<\/div><br \/><div>Each Appointment Type has its own&nbsp;<a href=\"appointments\/types\/durationAndPadding\" class=\"toArticle\">duration <\/a>and set of&nbsp;<a href=\"appointments\/reminders\" class=\"toArticle\">Reminders.<\/a>&nbsp; You can also set&nbsp;<a href=\"appointments\/types\/worksheets\" class=\"toArticle\">Pre- and Post- Appointment Worksheets<\/a>&nbsp;for your Appointment Types so clients are getting the most out of their sessions with you.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.27.56pm.png\" height=\"589\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-05-03_at_2.27.56pm.png\" \/><\/div><div><em>Note: Another layer of&nbsp;<\/em><a href=\"appointments\/types\/clientSchedulingRules\" class=\"toArticle\">client scheduling rules<\/a><em>&nbsp;lives right on the appointment types themselves.<\/em><\/div><br \/><div><a href=\"appointments\/availability\" class=\"toArticle\">Typical Availability<\/a>&nbsp;allows you to set a typical weekly schedule of when you are available to taking appointments.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.30.03pm.png\" height=\"635\" width=\"1000\" class=\"center stroke unrounded\" alt=\"screenshot_2024-05-03_at_2.30.03pm.png\" \/><\/div><div><em>Note:&nbsp;<span>Clients will have to follow your Typical Availability. However, you as coach can override your own time settings and schedule appointments whenever.<\/span><\/em><\/div><br \/><div><span>You'll also want to&nbsp;<\/span><a href=\"appointments\/sync\" class=\"toArticle\">sync your calendar<\/a><span>&nbsp;so CoachAccountable knows when you are actually free within what you've set for your Typical availability<\/span><span>.&nbsp;<\/span>You can sync directly with&nbsp;<a href=\"appointments\/sync\/gCal\" class=\"toArticle\">Google<\/a>&nbsp;or&nbsp;<a href=\"appointments\/sync\/outlook\" class=\"toArticle\">Outlook<\/a>, or import availability from&nbsp;<a href=\"appointments\/sync\/other\/import\" class=\"toArticle\">other calendars.<\/a><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.30.36pm.png\" height=\"696\" width=\"1000\" class=\"center stroke unrounded\" alt=\"screenshot_2024-05-03_at_2.30.36pm.png\" \/><\/div><br \/><div>With this two-way sync, you now have a complete, responsive view of your schedule. CoachAccountable knows exactly when you're free and when you're not, and your external calendar accurately displays what you have going on.<\/div><br \/><div>You are now ready to&nbsp;<a href=\"appointments\/scheduling\" class=\"toArticle\">schedule appointments with clients<\/a>, and have them schedule appointments with you (if enabled).&nbsp;<\/div><br \/><div>If you like, you can have CoachAccountable automatically create&nbsp;<a href=\"appointments\/zoom\" class=\"toArticle\">Zoom meetings<\/a>&nbsp;for your Appointments. Those will automatically show up in your and your clients' synced calendars.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.31.37pm.png\" height=\"756\" width=\"1000\" class=\"center stroke unrounded\" alt=\"screenshot_2024-05-03_at_2.31.37pm.png\" \/><\/div><br \/><h2>Reports<\/h2><div>As your coaching relationships progress, and the list of appointments builds, you might occasionally want appointment-specific information. Easily access this data through any of&nbsp;<a href=\"reports\/appointments\" class=\"toArticle\">CA's Appointment Reports<\/a>.<\/div><br \/><div>The above is meant to let you use CoachAccountable Appointments to its fullest potential. To recap:<\/div><div><ul><li>Set up appointment types to fit your style<\/li><li>Enjoy the timely reminders sent to both you and your clients<\/li><li>Employ pre-session worksheets to prime the conversation<\/li><li>Embed your appointments into your calendaring software of choice<\/li><li>Sync with Zoom to have video meetings seamlessly created and shared<\/li><\/ul>\n<p>Keep these in mind and scheduling will be a breeze.&nbsp;<\/p>\n<\/div><br \/>","inAppPage":"","searchTermSet":["Appointments","How do I handle client scheduling?","How do appointments work in CoachAccountable?","Does CoachAccountable have an online calendar system?","How do I manage appointments in CoachAccountable?","Can I schedule meetings using CoachAccountable?","How does appointment scheduling work?","How do clients schedule a coaching session with me?","How can I schedule a coaching session with a client?","How do I set an appointment with a client?","Appointment","Make an Appointment","How do I book an appointment with my client?","How do I book a session?"],"reducedSearchTermSet":["appoint","_0 handl client schedul","appoint work in coachaccount","do coachaccount have onlin calendar system","_0 manag appoint in coachaccount","can schedul meet us coachaccount","appoint schedul work","_1 schedul coach session with me","_0 schedul coach session with client","_0 set appoint with client","appoint","make appoint","_0 book appoint with client","_0 book session"],"relatedTopicSet":["sessionNotes","sessionNotes\/writing","sessionNotes\/sharing"],"ID":"19","ParentID":"0"},"actions":{"slug":"actions","slugPath":"actions","name":"Actions","article":"<div><p>The hallmark of good coaching is taking action.<\/p>\n<br \/>\n<p>Through action a difference gets made and real world impact becomes \npossible. Without it, coaching reduces to a lot of good ideas, most of \nwhich will be soon forgotten.<\/p>\n<br \/>\n<p>CoachAccountable Actions provide a way for you and your clients to \nset good ideas in motion, make them real, and cause reliable follow \nthrough.<\/p>\n<br \/>\n<p>Every client you coach in the system gets to have their own Action plan, just \nwaiting to be set up.&nbsp;<\/p>\n<\/div><br \/><h2>Planning Actions<\/h2><div>Planning an Action is simply a matter of \nindicating WHAT to do, and BY WHEN it is to be done, plus setting any desired&nbsp;<a href=\"actions\/actionReminders\" class=\"toArticle\">reminders<\/a>.<\/div><br \/><div>Do so from your client's Client Page by clicking the +Action button:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-29_at_1.34.19pm.png\" height=\"680\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-04-29_at_1.34.19pm.png\" \/><\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-29_at_1.35.56pm.png\" height=\"638\" width=\"747\" class=\"center\" alt=\"screenshot_2024-04-29_at_1.35.56pm.png\" \/><\/div><div>If you've turned on&nbsp;<a href=\"actions\/coach\" class=\"toArticle\">Coach Actions<\/a>&nbsp;(for enabling you as coach to have Actions pertaining to a client that are for YOU to do), you'll see a little note that tells who the Action is assigned to: yourself or the client. If this should be an action for yourself, click the \"change\" link.<\/div><br \/><div><span style=\"text-decoration:underline;\">Project<\/span> - An Action Project allows you to group related actions under a single project.&nbsp;<a href=\"actions\/projects\" class=\"toArticle\">Check out this article to learn about Action Projects<\/a>.&nbsp;<br \/><\/div><br \/><div><span style=\"text-decoration:underline;\">Reminders<\/span> - &nbsp;Action Reminders send you and the client automated email or SMS text reminders.&nbsp;<a href=\"actions\/actionReminders\" class=\"toArticle\">For more, see this article<\/a><a href=\"actions\/actionReminders\" class=\"toArticle\">.<\/a><\/div><br \/><div><span style=\"text-decoration:underline;\">Comment<\/span> - It's often helpful to provide a bit more direction and explanation. Both you and your client are free to add comments after the Action is created.<\/div><br \/><div>You can choose whether to send the client an email notice and whether the client can modify or delete the Action. Click&nbsp;<em>Add<\/em>&nbsp;<em>Action<\/em>&nbsp;and you're done!&nbsp;<br \/><\/div><br \/><div>Towards the right side of any Action, you'll find buttons that will let you edit the Action and view comments.<\/div><br \/><br \/><h2>Marking Actions Complete<\/h2><div>Actions can be marked complete in-app, by you or your clients, but more often they are marked complete by your clients by responding \"done\" to an email or SMS reminder, making it super easy (and thus more likely!) do to it.&nbsp;&nbsp;<a href=\"actions\/completing\" class=\"toArticle\">See this article for more on Completing Actions<\/a>.<\/div><div><br \/><\/div><div><br \/><\/div><h2>Actions in Practice<\/h2><div><ul><li>Remember that Actions are about meaningful application.&nbsp; Avoid creating Actions out of routine behavior.&nbsp; An ideal Action should require effort to complete.&nbsp; When an Action is completed, it should feel like a win, one the client achieved with help from your coaching.<\/li><li>Organize related Actions into&nbsp;<a href=\"actions\/projects\" class=\"toArticle\">Action Projects<\/a>.&nbsp; Action Projects are great for broader or more complicated tasks that benefit from being broken down into steps.<\/li><li>Use comments in Action plans. This creates dialog between you and client as the Action is in progress. It's also a place to ask and give support.<\/li><li>Add comments through the Action tab or by replying to SMS text or email reminders. You and your client can also&nbsp;<a href=\"stream\" class=\"toArticle\">use the Stream<\/a>.<\/li><li>Combine Actions with&nbsp;<a href=\"metrics\" class=\"toArticle\">Metrics<\/a>&nbsp;to affect real-world progress.<\/li><\/ul>\n<\/div><div>If you set up meaningful Actions, they become a living record of your clients' growth. You and your client can look back and see the impact of your coaching relationship.<\/div>","inAppPage":"","searchTermSet":["Actions","What is an Action?","How do I use Actions?","What are Actions for?","I want to increase accountability and engagement with my clients, how do I do that?","How do I give my client tasks in CoachAccountable?","How do I assign to-dos in CoachAccountable?","Is there any place to record goals?","How do I create an Action?","How do I make a to do list?","Is there a task organizer in CoachAccountable?","action items","Action","How do I assign an Action?","Create an Action","How do I create an Action?"],"reducedSearchTermSet":["action","what action","_0 us action","what ar action","want increas account and engag with client _0 that","_0 give client task in coachaccount","_0 assign do in coachaccount","there ani place record goal","_0 creat action","_0 make list","there task organ in coachaccount","action item","action","_0 assign action","creat action","_0 creat action"],"relatedTopicSet":["courses\/building\/actions","groups\/groupItems\/actions"],"ID":"46","ParentID":"0"},"metrics":{"slug":"metrics","slugPath":"metrics","name":"Metrics","article":"<div>Metrics in CoachAccountable provide a way to manage goals and progress as actual numbers. Metrics measure, display, and explain performance over a period of time.<\/div><br \/><div><a href=\"metrics\/types\" class=\"toArticle\">Due to its flexibility<\/a>, this is one of the most powerful features of CoachAccountable. While there's a bit of a learning curve, it's worth it.<\/div><br \/><div><h3>Anatomy of a Metric<\/h3><div>A Metric is always some specific thing we're tracking for a client --&nbsp;<em>What<\/em> we're tracking,&nbsp;<em>When<\/em> do we want to be tracking it, and&nbsp;<em>What target<\/em> do we want to hit. With that in mind, a metric is made up of four parts:<br \/><\/div><div><ul><li>A graph of numbers plotted over time<\/li><li>A target trend line that shows whether progress is above or below target<\/li><li><a href=\"metrics\/metricReminders\" class=\"toArticle\">Reminders<\/a>, delivered by text or email, that notify the client to input a number<\/li><li>Annotations that go with each number entry<\/li><\/ul><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_4.31.54PM.png\" height=\"452\" width=\"842\" class=\"center\" alt=\"Screenshot_2025-09-18_at_4.31.54PM.png\" \/><\/div><\/div><div><div>The above Metric is tracking weight, measured in pounds, from July 25th to October 31st. Starting weight is 200 lbs, and target weight is 185 lbs.<br \/><\/div><br \/><div>Notice the grey target trend line that bisects the graph. Any weight recorded below that line is green. Any weight recorded above that line would be marked red.<\/div><br \/><div>Each data point has a corresponding annotation, which helps construct a narrative of the client's progress.<\/div><br \/><div>When&nbsp;<a href=\"metrics\/setup\" class=\"toArticle\">setting up a Metric<\/a>,&nbsp;keep in mind the basic structure.<\/div><h3><br \/>Metrics in practice<\/h3><\/div><div><div>One big challenge in coaching is getting the client to turn the plan into practice. A lack of follow-through can occur between sessions.<br \/><\/div><div><br \/><div>Metrics help address this by delivering automated reminders via text or email. Clients can reply right to the email or text with the stat and annotation. &nbsp;There's no need to log in. If you're using text, there's not even a need to use a computer.<\/div><br \/><div>Reminders also make the client aware that follow-through and action are important.&nbsp;<\/div><br \/><div>Annotations color each data point and build a story greater than pure numbers. It helps both coach and client understand performance: what patterns exist and what's working and what's not.<\/div><br \/><div>All these components work in tandem. Reminders compel the client to fill in data over time. A graph gets built, and the target trend line makes clear whether performance is above or below target. Annotations help construct a narrative beyond numbers.&nbsp;<\/div><br \/><div>Measuring progress like this makes it easier to give your client value. You get an honest picture of performance, even when the client sugarcoats less-than-stellar results. You get to skip verbal progress reports on calls, freeing up time. Perhaps most importantly, you receive a current view of your client's experience. This lets you offer guidance that is relevant and more likely to inspire real change in your client.<\/div><br \/><div>Metrics help progress become real by defining and recording it. If you're not using Metrics already, try it out. It can help transform your coaching.<\/div><\/div><\/div><\/div>","inAppPage":"","searchTermSet":["Metrics","What is a Metric?","How do I set goals for my client?","Is there any way to chart progress?","How do I model out my client's growth?","How do I track daily habits? ","What can I do to increase accountability and engagement in my clients?","How can I make my coaching more data-oriented?","What's the best way to track progress?","How do I quantify success?"],"reducedSearchTermSet":["metric","what metric","_0 set goal client","there ani wai chart progr","_0 model out clients' growth","_0 track daili habit","what can increas account and engag in client","_0 make coach more datum orient","what' best wai track progr","_0 quantifi succ"],"relatedTopicSet":["metrics\/types","courses\/building\/metrics"],"ID":"54","ParentID":"0"},"worksheets":{"slug":"worksheets","slugPath":"worksheets","name":"Worksheets","article":"<div>Worksheets are CoachAccountable's way of letting you create and manage written assignments and forms for your clients. Worksheets have the ability to set&nbsp;<a href=\"worksheets\/reminders\" class=\"toArticle\">Reminders<\/a>,&nbsp;<a href=\"worksheets\/formBased\" class=\"toArticle\">use forms<\/a>, and review&nbsp;<a href=\"worksheets\/completing\" class=\"toArticle\">completed Worksheets<\/a>&nbsp;all from within CoachAccountable.<br \/><br \/>Worksheet Templates are accessed by clicking <em>Library<\/em>&nbsp;&gt;&gt; <em>Worksheet Templates.<\/em><\/div><br \/><h2>Types of Worksheets<\/h2><div>There are two types of Worksheets. The first is a <strong>free-response Worksheet<\/strong>. These allow clients to fill them out in a completely free-style manner, completely editable by the client.&nbsp;<\/div><br \/><div>The example below uses blanks to indicate spaces for the client to answer the questions:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-16_at_5.57.18pm.png\" height=\"794\" width=\"589\" class=\"center\" alt=\"screenshot_2024-04-16_at_5.57.18pm.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-07-23_at_1.43.35_pm.png\" class=\"center\" alt=\"screen_shot_2021-07-23_at_1.43.35_pm.png\" width=\"0\" height=\"0\" \/>The second is a&nbsp;<strong><a href=\"worksheets\/formBased\" class=\"toArticle\">form-based Worksheet<\/a>,<\/strong> which is a Worksheet that contains any number of forms (dropdowns, checkboxes, radio buttons, etc.). Input is restricted to the forms within that Worksheet, nowhere else.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-16_at_6.07.00pm.png\" height=\"1120\" width=\"608\" class=\"center\" alt=\"screenshot_2024-04-16_at_6.07.00pm.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-07-23_at_1.47.32_pm.png\" class=\"center\" alt=\"screen_shot_2021-07-23_at_1.47.32_pm.png\" width=\"0\" height=\"0\" \/>In the above example, clients would only be able to fill in the text boxes and check off the checkboxes. Clients would not be able to type freely in this Worksheet.<\/div><br \/><div><span>For a bit on the editor used to fill out and create Worksheets,&nbsp;<\/span><a href=\"general\/wysiwyg\" class=\"toArticle\" target=\"_blank\">check out this article on the WYSIWYG<\/a><span>.<\/span><br \/><\/div><br \/><div>Create and edit&nbsp;<a href=\"worksheets\/templates\" class=\"toArticle\">Worksheet Templates<\/a>&nbsp;to speed up Worksheet assignment.&nbsp;<br \/><\/div><br \/><h2>How to Assign a Worksheet<\/h2><div>To assign a Worksheet for a given client, click the plus sign next to the <em>Worksheets<\/em>&nbsp;tab, or click <em>+ Worksheet<\/em>.&nbsp;<\/div><br \/><div>The <em>Worksheets<\/em>&nbsp;tab has three sections found at the top: <em>Assigned<\/em>, <em>Completed<\/em>, and <em>Scheduled<\/em>.&nbsp;<em style=\"background-color:rgb(255,255,255);\">Scheduled<\/em><span style=\"background-color:rgb(255,255,255);\">&nbsp;shows upcoming Worksheets that you've schedule for a future date or those that are being assigned by a&nbsp;<\/span><a href=\"courses\" class=\"toArticle\">Course<\/a>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-16_at_6.08.47pm.png\" height=\"609\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-04-16_at_6.08.47pm.png\" \/><\/div><div>Worksheet assignments come with due dates. To make sure due dates get followed, you can set email or SMS text&nbsp;<a href=\"worksheets\/reminders\" class=\"toArticle\">Reminders for your Worksheets<\/a>. Worksheet Reminders contain a link that brings a client straight to their Worksheet, ready for them to work on.&nbsp;<\/div><br \/><div>Clients can <strong>save<\/strong> their progress at any time. Once a client is finished with the Worksheet,<a href=\"worksheets\/completing\" class=\"toArticle\"> clicking <em>Complete <\/em>will mark the Worksheet done and ready for your review<\/a>. Upon review, if you don't think the Worksheet is complete for any reason, simply&nbsp;<a href=\"worksheets\/uncompleting\" class=\"toArticle\">unmark it complete<\/a>.<\/div><br \/><div>Worksheets are a flexible tool within CoachAccountable, allowing you to translate existing program materials, as well as come up with new assignments to collect valuable feedback and data from your clients.&nbsp;<\/div>","inAppPage":"","searchTermSet":["Worksheets","How do I give my clients written assignments in CoachAccountable?","Does CoachAccountable have a survey feature?","Can I create forms for my clients to fill out?","What are CoachAccountable Worksheets?","How do I assign my clients questions to complete?","What's the best way to collect feedback from my clients?","Is there a feature in CoachAccountable that is similar to Microsoft Word?","How do I import my learning materials into CoachAccountable?","How to open up forms needed to be completed?","Create worksheet from PDF","Convert file to worksheet"],"reducedSearchTermSet":["worksheet","_0 give client written assign in coachaccount","do coachaccount have survei featur","can creat form client fill out","what ar coachaccount worksheet","_0 assign client question complet","what' best wai collect feedback from client","there featur in coachaccount that similar microsoft word","_0 import learn materi into coachaccount","open up form need be complet","creat worksheet from pdf","convert file worksheet"],"relatedTopicSet":["courses\/building\/worksheets","groups\/groupItems\/worksheets"],"ID":"64","ParentID":"0"},"stream":{"slug":"stream","slugPath":"stream","name":"Stream","article":"<div>The Stream allows you to view a client's body of work in CoachAccountable.&nbsp;<\/div><br \/><div>All relevant items are here:&nbsp;&nbsp;<a href=\"actions\" class=\"toArticle\">Actions<\/a>,&nbsp;<a href=\"metrics\" class=\"toArticle\">Metrics<\/a>,&nbsp;<a href=\"worksheets\" class=\"toArticle\">Worksheets<\/a>,&nbsp;<a href=\"journalEntries\" class=\"toArticle\">Journal Entries<\/a>,&nbsp;<a href=\"sessionNotes\" class=\"toArticle\">Session Notes<\/a>,&nbsp;<a href=\"messaging\" class=\"toArticle\">Messages<\/a>,&nbsp;<a href=\"sharingFiles\" class=\"toArticle\">Files,<\/a>&nbsp;and&nbsp;<a href=\"whiteboards\" class=\"toArticle\">Whiteboards<\/a>.&nbsp;<\/div><br \/><div><em>Note: Only Worksheets, Journals, and Session Notes that have been <strong>marked complete<\/strong> will show in the Stream.&nbsp;<\/em><\/div><br \/><div>From a client's page, access the Stream by clicking the&nbsp;<em>Stream<\/em>&nbsp;tab on the Left Sidebar.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_3.07.57pm.png\" height=\"867\" width=\"999\" class=\"center\" alt=\"screenshot_2024-05-03_at_3.07.57pm.png\" \/><\/div><br \/><div>You and your client can&nbsp;<a href=\"stream\/commentsOnItems\" class=\"toArticle\">record comments on each item<\/a>, which is a nice way to keep the conversation going between sessions about the things that concern you both.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-24_at_4.24.38pm.png\" height=\"352\" width=\"759\" class=\"center\" alt=\"screenshot_2024-04-24_at_4.24.38pm.png\" \/><\/div><br \/><div>The controls on the right of the screen allow you to specify which items you'd like to show in the Stream and widen or narrow the range of time displayed.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-24_at_4.25.49pm.png\" height=\"585\" width=\"212\" class=\"center\" alt=\"screenshot_2024-04-24_at_4.25.49pm.png\" \/><\/div><br \/><div>Clicking the top and bottom buttons lets you choose to sort by item date or latest comments.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-24_at_4.26.26pm.png\" height=\"210\" width=\"207\" class=\"center\" alt=\"screenshot_2024-04-24_at_4.26.26pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Stream","How do I see everything clients have ever done in CoachAccountable?","Where can I view completed items?","I'd like a record of my client's work, where do I go?","After my client finishes something, where can I review it?","How do I review my coaching history with a specific client?","How do I use the Stream?","Where do I see all information in a centralized place?","How do I see the client record?","Where do I leave comments on client work?"],"reducedSearchTermSet":["stream","_0 see everyth client have ever done in coachaccount","_0 view complet item","'d like record clients' work _0 go","after client finish someth _0 review","_0 review coach histori with specif client","_0 us stream","_0 see all inform in central place","_0 see client record","_0 leav comment on client work"],"relatedTopicSet":["clients\/exporting"],"ID":"76","ParentID":"0"},"sessionNotes":{"slug":"sessionNotes","slugPath":"sessionNotes","name":"Session Notes","article":"<div>If you're going to have meaningful conversations with your clients, it's almost certain that there will be things worth capturing from those conversations.<\/div><br \/><div>Session Notes allow you to easily take and share notes from your coaching sessions, allowing you to keep track of the broader arc of progress, know what you talked about last time, and share insights with your clients in a way that won't fade from memory.<br \/><\/div><br \/><div>Session Notes are more than just a place to put your observations about your coaching call with your client; they become a treasure trove of insights for your client to refer back to. Our recorded webinar entitled <a href=\"https:\/\/www.coachaccountable.com\/webinars\/session-notes-treasure-trove\" target=\"_blank\">The Session Notes Treasure Trove<\/a> goes into great detail on that topic.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/sessionnotestreasuretrove.jpeg\" height=\"822\" width=\"1000\" class=\"center\" alt=\"sessionnotestreasuretrove.jpeg\" \/><\/div><div>\n<\/div>","inAppPage":"","searchTermSet":["Session Notes","How do I make notes of my client meetings?","What's the best way to take notes for an appointment?","How can I summarize key takeaways from client meetings?","Can I email my client notes taken from a meeting?","How do I use Session Notes?","What are Session Notes for?","How do I record insights during client appointments?","Session Notes"],"reducedSearchTermSet":["session note","_0 make note client meet","what' best wai take note appoint","_0 summar kei takeawai from client meet","can email client note taken from meet","_0 us session note","what ar session note","_0 record insight dure client appoint","session note"],"relatedTopicSet":["worksheets","appointments"],"ID":"80","ParentID":"0"},"journalEntries":{"slug":"journalEntries","slugPath":"journalEntries","name":"Journal Entries","article":"<div>Journal Entries offer a space for expression for both you and your clients. Use Journal Entries to document wins and accomplishments and as starting points for conversation regarding the coaching relationship: areas of struggle, ideas worth exploring, and goal-setting.<\/div><br \/><div>Encourage regular journaling in your clients by creating&nbsp;<a href=\"actions\" class=\"toArticle\">Actions<\/a>&nbsp;that effectively \"assign\" Journal Entries. Introspective writing in general is a useful practice in itself.<\/div><br \/><div>As coach, you also have the option of creating Journal Entries, both shared and private.<\/div><br \/><div>Whether private or shared with a Client, create a Journal Entry by going to a client's page, then clicking on the plus sign next to the <em>Journal <\/em>tab, or by clicking <em>+ Journal Entry<\/em>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-10_at_8.53.25am.png\" height=\"665\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-05-10_at_8.53.25am.png\" \/><\/div><div>From here you can create your Journal Entry using a&nbsp;<a href=\"general\/wysiwyg\" class=\"toArticle\">WYSIWYG editor<\/a>. Using the toolbar at the top, you can insert an image from the&nbsp;<a href=\"general\/imageGallery\" class=\"toArticle\">Image Gallery<\/a>&nbsp;and embed media from your&nbsp;<a href=\"sharingFiles\/libraryFiles\" class=\"toArticle\">Library Files<\/a>&nbsp;or elsewhere on the web.<\/div><div><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-10_at_8.59.47am.png\" height=\"686\" width=\"651\" class=\"center\" alt=\"screenshot_2024-05-10_at_8.59.47am.png\" \/><\/div><div><br \/><\/div><div><div><h3>Visibility Settings for Journal Entries<\/h3><div>Just right of the \"Save\" and \"Complete\" buttons, you'll see a dropdown menu for setting the visibility of the Journal Entry.<\/div><br \/><\/div><div><div>These follow the usual&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/FAQs\/itemVisibilitySettings\" class=\"toArticle\" target=\"_blank\">visibility settings for items<\/a>.<\/div><div><br \/><\/div><div><strong>Default Visibility of Journal Entries<\/strong><\/div><div>For you as coach, CA will pre-select the value to match whatever visibility setting you choose for the Journal Entry you most recently completed (and \"Generally visible\" when it's your first).&nbsp; So if it's your style to have those all private, for example, you'll only need to manually choose \"Private, for my eyes only\" the first time.<\/div><\/div><\/div><div><br \/><\/div><div><br \/><\/div><h3>Saving and Completing<\/h3><div>Click <em>Save<\/em> to save your work as a mere draft of your work.&nbsp; Click&nbsp;<em>Complete<\/em>&nbsp;to have the Journal Entry appear in the&nbsp;<a href=\"stream\" class=\"toArticle\">Stream<\/a>&nbsp;and in the Journal Entries &gt;&gt;&nbsp;<em>Past<\/em>&nbsp;listing.&nbsp;<\/div><div><br \/><\/div><div>Note that mere drafts are considered incomplete work and thus NOT fitting for sharing with your clients, so in order for your client to see it, you will need to mark the Journal Entry complete first (and of course have a suitable visibility setting chosen).<\/div><div><br \/><\/div><div><br \/><\/div><h3>Unmarking a Journal Entry Complete<\/h3><div>If you see a Journal Entry of one of your clients that you would like to encourage your client to work on further, you can unmark it complete for them.<\/div><div><br \/><\/div><div>Do this by clicking the edit icon on any completed Journal Entry:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-10_at_9.03.13am.png\" height=\"595\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-05-10_at_9.03.13am.png\" \/><\/div><div><br \/><\/div>","inAppPage":"","searchTermSet":["Journal Entries","How do I write private blog posts?","Does CoachAccountable have a journal feature?","Is there a diary feature?","Where's a good place to record my thoughts and ideas?","How do I encourage my clients to journal?","Can clients keep a diary or journal?","Journal","What is the journal used for?"],"reducedSearchTermSet":["journal entri","_0 write privat blog post","do coachaccount have journal featur","there diari featur","' good place record thought and idea","_0 encourag client journal","can client keep diari or journal","journal","what journal us"],"relatedTopicSet":["sessionNotes","worksheets"],"ID":"85","ParentID":"0"},"sharingFiles":{"slug":"sharingFiles","slugPath":"sharingFiles","name":"Sharing Files","article":"<div>If you use videos, audio files, PDFs, or other websites as part of your coaching practice, share them with CoachAccountable. You'll avoid clogging up inboxes and your coachees will have files easily accessible in one place instead of lost in email. Clients can also access the files from anywhere, on any device.<\/div><br \/><div><strong>CoachAccountable tracks whether and when clients view the files,<\/strong> so if you assign them something to read\/watch\/listen to, you'll know whether they did.<\/div><br \/><div>For long videos and other large streaming files hosted on sites like YouTube, Vimeo, SoundCloud, or Wistia, CoachAccountable lets you <a href=\"sharingFiles\/embedding\" class=\"toArticle\">embed them for viewing right in the system<\/a>.<\/div><br \/><h2>Share a File<\/h2><div>To share a file with a client, go to their Files tab and click&nbsp;<span>the&nbsp;<\/span><em>+&nbsp;<\/em><span>next to Files from the left hand side menu or&nbsp;<\/span><em>+ File<\/em> button at the top right.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_12.00.58pm.png\" height=\"543\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-03-21_at_12.00.58pm.png\" \/><\/div><div><br class=\"Apple-interchange-newline\" \/><\/div><div>You can either share a file that is&nbsp;<a href=\"sharingFiles\/libraryFiles\" class=\"toArticle\">already in your library<\/a>&nbsp;or upload one or more new files, link to a file hosted elsewhere online, or&nbsp;<a href=\"sharingFiles\/embedding\" class=\"toArticle\">embed an audio\/video<\/a>&nbsp;file:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-08-14_at_10.19.16am.png\" height=\"819\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-08-14_at_10.19.16am.png\" \/><\/div><div>To send a Notification to the client of the Shared File (with or without a personal note) check the box to do so before clicking 'Share'.<\/div><br \/><h2>File Organization<\/h2><div>Click the up arrow next to <em>Sort by<\/em><em>&nbsp;<\/em>to sort files by name or by date added.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_12.06.43pm.png\" height=\"245\" width=\"988\" class=\"center\" alt=\"screenshot_2024-03-21_at_12.06.43pm.png\" \/><\/div><div>\n<br \/><\/div><div>If you're on Team Edition, clicking<em>&nbsp;View<\/em>&nbsp;lets you filter by files that you've uploaded, that you've shared, and files that have been shared with you.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_12.10.35pm.png\" height=\"301\" width=\"941\" class=\"center\" alt=\"screenshot_2024-03-21_at_12.10.35pm.png\" \/><\/div><br \/><div>Also note the handy search bar.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_12.11.37pm.png\" height=\"272\" width=\"999\" class=\"center\" alt=\"screenshot_2024-03-21_at_12.11.37pm.png\" \/><div>Click <em>+ Folder<\/em>&nbsp;to add a folder for organization. You can also click the folder tree\/thumbnail icon to change your view of the folder structure.<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_12.13.00pm.png\" height=\"237\" width=\"826\" class=\"center\" alt=\"screenshot_2024-03-21_at_12.13.00pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Sharing Files","How can I share files with clients?","How can I upload my files to CoachAccountable?","How do I send files to clients?","How do I add files to my file library?","How do I let clients watch a YouTube video?","How can clients listen to my audio?","Can clients watch videos within CoachAccountable?","How do I embed video and audio in CoachAccountable?","How do I delete a file?","What if I don't want to turn my PDF or word document into a Worksheet or Session Template?","Does CoachAccountable let me build my own content library?","Can client share files?"],"reducedSearchTermSet":["share file","_0 share file with client","_0 upload file coachaccount","_0 send file client","_0 add file librari","_0 let client watch youtub video","_1 listen audio","can client watch video within coachaccount","_0 emb video and audio in coachaccount","_0 delet file","what if don't want turn pdf or word document into worksheet session templat","do coachaccount let me build own content librari","can client share file"],"relatedTopicSet":["courses\/building\/files","general\/basics\/folders"],"ID":"89","ParentID":"0"},"whiteboards":{"slug":"whiteboards","slugPath":"whiteboards","name":"Whiteboards","article":"<div>Conventional whiteboards are mounted to the wall of someone\u2019s office, and so are useful only when both parties are in physical proximity. &nbsp;For the sort of virtual collaboration that coaching so often comprises, CoachAccountable offers virtual Whiteboards. &nbsp;<\/div><br \/><div>Whiteboards allow you to put whatever key info on a given client in and have it always be easy to access (as opposed to most everything else which is dated and thus gets buried in the history over time!). &nbsp;<\/div><br \/><div>You can even make a Whiteboard editable by you and your client, which is nice to have an evolving document of long-term goals that both can contribute to and make additions, cross things off, etc.&nbsp;<br \/><\/div><br \/><div>You can create a Whiteboard for you and a client, or you can create a personal one that is only viewable by you.&nbsp;<\/div><br \/><div>To create one that is shared with a client, head to a given client's page and select the plus sign next to the&nbsp;<em>Whiteboards <\/em>tab, or click <em>+ Whiteboard<\/em>.<br \/><\/div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_9.40.53AM.png\" height=\"667\" width=\"914\" class=\"center dropShadow\" alt=\"Screenshot_2025-09-22_at_9.40.53AM.png\" \/><div><br \/><\/div><div>To create a private Whiteboard for yourself, head to <em>Whiteboards<\/em>&nbsp;on your Home Screen, then click <em>+ Whiteboard<\/em>.<\/div><br \/><div>Upon creating a whiteboard, you\u2019ll see the familiar&nbsp;<a href=\"general\/wysiwyg\" class=\"toArticle\">WYSIWYG editor<\/a>. &nbsp;Type away, add pictures, and otherwise create on this blank slate. &nbsp;A whiteboard can be shared with your client or kept private. If shared, you can either allow or disallow your client to make edits herself.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_9.45.32AM.png\" height=\"815\" width=\"659\" class=\"center\" alt=\"Screenshot_2025-09-22_at_9.45.32AM.png\" \/><\/div><div>Let\u2019s look at a few ways to employ Whiteboards in your coaching.<\/div><br \/><div><strong>Refining a draft<\/strong><\/div><div>If you\u2019re helping one of your clients write up an important piece, say something central to their marketing, a whiteboard is a perfect way to do back-and-forth feedback and iteration.&nbsp; Using different colors, both the coach and the client can highlight their comments and changes made across revisions.&nbsp; The series of drafts accumulates to show the evolution of the document.<\/div><br \/><div><strong>Sharing easy-access info<\/strong><br \/><\/div><div>Whiteboards are an ideal holding place for information that needs to be accessed frequently, such as recordings of coaching calls, links to tutorials, and conference call dial-in information. This way, the client doesn\u2019t have to search in their history of past notes to find information quickly.<\/div><br \/><div>Whiteboards are also a great place to store info central to the coaching process itself, like assessment results, overarching aims, and anything else that is big picture to a specific client. &nbsp;These can be shared or not with a client as appropriate.<\/div><br \/><div><strong>Tracking the state of things<\/strong><\/div><div>One of the reasons Whiteboards were created came right from a request made by a CoachAccountable user:<\/div><br \/><blockquote style=\"margin:0 0 0 40px;border:none;padding:0px;\"><div style=\"text-align:left;\">\"I want to create a couple of updatable areas to maintain a changing list of challenges that need to be addressed. &nbsp;What I am trying to do is to create a Green, Blue and a Red Sheet. Green means these are the areas where the coachee is doing awesome. Blue is that he is okay and getting by. Red requires immediate attention.<\/div><br \/><div style=\"text-align:left;\">Idea here is that we can inventory and categorize all areas based on their current state and then as they coachee works on it and things improve they can move them across buckets. This then allows a coachee to review all 3 buckets at any time and get a complete perspective on where they stand.\"<\/div><\/blockquote><br \/><div>This is a nice structure; the utility of that complete perspective is unexpectedly high. &nbsp;It\u2019s easy to set up (and makes a fine getting-started task to assign to your clients), and updating is as simple as cutting and pasting an item from one list to the next.<\/div><br \/><div>Whatever the purpose, Whiteboards have a number of other useful features about them:<\/div><div><ul><li>The history of saved drafts made by both parties is kept and can be recalled at any time. &nbsp;This is nice to look back at the evolution of the whiteboard through weeks and months.<\/li><li>Any whiteboard draft can be saved off as a Journal Entry with a few clicks, a useful way to take a snapshot of things for the running historical record.<\/li><li>Whiteboards are readily emailed to the other party with just a few clicks. &nbsp;Printing is just as easy.<\/li><li>Again, Whiteboards are not just for sharing with clients: they can be added to a client\u2019s file for the coach\u2019s eyes only.<\/li><li>Coach can add a whiteboard to his or her own dashboard, for more general use not connected to any particular client.<\/li><\/ul>\n<\/div><div><a href=\"sessionNotes\" class=\"toArticle\">Session Notes<\/a>,&nbsp;<a href=\"worksheets\" class=\"toArticle\">Worksheets<\/a>, and&nbsp;<a href=\"journalEntries\" class=\"toArticle\">Journal Entries<\/a>&nbsp;are highly complementary ways of documenting and sharing written work, but indeed there are a few use cases and workflows where they are just not ideally suited. &nbsp;The addition of Whiteboards nicely rounds out the mix.<\/div>","inAppPage":"","searchTermSet":["Whiteboards","Where's a good place to include to-dos, goals, checklists, and guidelines?","What's a Whiteboard?","Are there sticky notes in CoachAccountable?","If I want to easily refer back to something, where do I put it?","Where can I put content so my clients and I can easily reference it?","I'd like a central place to record some information. Advice?","Where can I add extra client profile, job, and team information?"],"reducedSearchTermSet":["whiteboard","' good place includ do goal checklist and guidelin","what' whiteboard","ar there sticki note in coachaccount","if want easili refer back someth _0 put","_0 put content so client and can easili refer","'d like central place record some inform advic","_0 add extrclient profil job and team inform"],"relatedTopicSet":["courses\/building\/whiteboards"],"ID":"92","ParentID":"0"},"reflections":{"slug":"reflections","slugPath":"reflections","name":"Reflections","article":"<div>As a coaching relationship progresses, <strong>insights<\/strong>, <strong>declarations<\/strong>, and <strong>results<\/strong> will naturally accrue.<\/div><br \/><div>Will these things be forgotten, merely flash-in-the-pan with no lasting impact?&nbsp; Or with they stick around, to be remembered, truly integrated, used for a reference of then-and-now progress and built upon?<\/div><br \/><div>The default state in coaching is that whatever was created last session is pushed out of awareness by whatever is created in the current one.&nbsp; Absent structure to record and re-presence past creations, this is a natural consequence of human awareness.<\/div><br \/><div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/player.vimeo.com\/video\/995446338?h=a302389eb9\" frameborder=\"0\" allowfullscreen=\"true\"><\/iframe><\/div><br \/><br \/><\/div><br \/><h2>Enter Reflections<\/h2><div>Reflections are your way to have CoachAccountable automatically insert insights, answers to questions, and results that were recorded earlier into subsequent work and content, allowing both you and your clients to stay aware of and build upon whatever was created earlier.&nbsp; This steers coaching relationships towards continuity and progress that builds (as contrasted with always starting from a blank slate, dealing only with the moment thus losing sight of the bigger picture).<\/div><br \/><div>With Reflections, scenarios like these are possible with CoachAccountable automatically doing the heavy lifting of finding and <font color=\"#0b5394\" style=\"background-color:rgb(207,226,243);\">filling in the blanks<\/font>:<\/div><br \/><div>In a Worksheet for your client:<\/div><blockquote><div>\"Over the past 4 weeks, your weekly sales have been $<font color=\"#3d85c6\" style=\"background-color:rgb(207,226,243);\">____<\/font>, $<font color=\"#3d85c6\" style=\"background-color:rgb(207,226,243);\">____<\/font>, $<font color=\"#3d85c6\" style=\"background-color:rgb(207,226,243);\">____<\/font> and $<font color=\"#3d85c6\" style=\"background-color:rgb(207,226,243);\">____<\/font>.&nbsp; How are you feeling about your progress during that time?\"<\/div><\/blockquote><br \/><div>When you are filling out Session Notes:<\/div><blockquote><div>\"Coming into this Session, [clientFirstName] said they most wanted help this week with <font color=\"#3d85c6\" style=\"background-color:rgb(207,226,243);\">_____________<\/font>.\"<\/div><\/blockquote><br \/><div>When your client is filling out a post-session wrap up:<\/div><blockquote><div>\"Coming into this session you said you were most excited to get guidance around <font color=\"#3d85c6\" style=\"background-color:rgb(207,226,243);\">______________<\/font>.&nbsp; What is your outlook around that now, going forward?\"<\/div><\/blockquote><br \/><div>When filling out a routine tracking form:<\/div><blockquote><div>\"Yesterday, you meditated for <font color=\"#3d85c6\" style=\"background-color:rgb(207,226,243);\">___<\/font> minutes.<br \/>What's your number for today?\"<\/div><br \/><div>or, if they entered a zero or didn't report:<br \/><\/div><br \/><div>\"It looks like you didn't meditate yesterday.&nbsp; No worries, you can get right back into the habit today!\"<\/div><\/blockquote><br \/><div>As part of the content in a Course:<\/div><blockquote><div>\"On Day 1 you said the breakthrough you were most interested in getting was this:<br \/><font color=\"#0b5394\" style=\"background-color:rgb(207,226,243);\">_____________________________________<\/font><br \/><br \/>Three weeks in, how is that going now?\"<\/div><\/blockquote><br \/><div>\n\n\n\n\n\n\n\n<p>You can place a Reflection in almost\nevery context that you're composing with the CA WYSIWYG editor.<\/p>\n<p><br \/><\/p>\n<p>The ability to\nautomatically re-presence the words and results of your clients in subsequent\ninteractions is powerful, perhaps even a<strong>&nbsp;game changer<\/strong>.&nbsp; You get\nto create a profound sense of continuity in your relationship, really be in\nyour clients world by recreating what they've said and accomplished, and keep\nmeaningful creations alive and present.<\/p>\n<p>&nbsp;<\/p>\n<p>And the client experience?<\/p>\n<p>&nbsp;<\/p>\n<p>When presented with our own words and\nideas, we pay attention.&nbsp; Yes, it's not hard to fill out the usual blank\npre-session form as preparation for our upcoming coaching call (\"How's it\nbeen going since last time?\", but it's a vastly different experience to\ninteract with an inquiry that contains our own words (\"After last session\nyou said you were taking on <span style=\"background-color:rgb(207,226,243);\"><font color=\"#0b5394\">___________<\/font><\/span>.&nbsp; How's that gone since\nthen?\"<\/p>\n<br \/>See the articles within to learn more about the design and usage of Reflections in your coaching style.<br \/><\/div>","inAppPage":"","searchTermSet":["Reflections",""],"reducedSearchTermSet":["reflect"],"relatedTopicSet":[""],"ID":"530","ParentID":"0"},"messaging":{"slug":"messaging","slugPath":"messaging","name":"Messaging","article":"<div>CoachAccountable Messaging is a quick, in-system way to exchange messages between coach and client, creating neat, on-topic comment threads and becoming part of&nbsp;<a href=\"clients\/exporting\" class=\"toArticle\">The Record<\/a>&nbsp;of the coaching process.&nbsp;<\/div><br \/><div>Sending a message is just like composing an email, and either coach or client can message the other. You can send a message to an individual client,&nbsp;<a href=\"clients\/messaging\" class=\"toArticle\">or to multiple clients.<\/a>&nbsp;To send an email to an individual client, head to that client's page and click the envelope next to their profile picture<em>.<\/em><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_3.09.34pm.png\" height=\"241\" width=\"266\" class=\"center\" alt=\"screenshot_2024-05-03_at_3.09.34pm.png\" \/><\/div><br \/><div>Here's what the composition window looks like. You'll need a subject and some content. Choose to CC yourself and\/or add the message to the client's&nbsp;<a href=\"stream\" class=\"toArticle\">Stream<\/a>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-20_at_2.46.38pm.png\" height=\"707\" width=\"694\" class=\"center\" alt=\"screenshot_2024-03-20_at_2.46.38pm.png\" \/><\/div><h2>Enable Formatting<\/h2><div>Click on the <em>Enable formatting<\/em> button in the lower right to enable the full&nbsp;<a href=\"general\/wysiwyg\" class=\"toArticle\">WYSIWYG editor<\/a>. This allows you to add links, images,&nbsp;<a href=\"sharingFiles\/embedding\" class=\"toArticle\">videos<\/a>, and more.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-20_at_2.47.54pm.png\" height=\"895\" width=\"856\" class=\"center\" alt=\"screenshot_2024-03-20_at_2.47.54pm.png\" \/><\/div><div>\n<br \/><\/div><h2>Login Links and Scheduling Links<\/h2><div>Click into the message body, then click on the <strong>[loginLink]<\/strong> text at the bottom, and the system will insert that tag.<\/div><br \/><div>If you'd like the link to be clickable text, you can use two colons; for example [loginLink:: Click here to log in] - in this case, \"Click here to log in\" will be the clickable text.<\/div><br \/><div>The system will, upon sending your message, generate a link with one-click access that will work for the client.&nbsp;<\/div><br \/><div>Similarly, you can click on the <strong>[scheduleLink]<\/strong> tag to insert that tag into the message. [scheduleLink] will generate a tag that logs the client in with one click, AND pulls up the dialogue for them to schedule an appointment with you.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-20_at_2.49.19pm.png\" height=\"945\" width=\"868\" class=\"center\" alt=\"screenshot_2024-03-20_at_2.49.19pm.png\" \/><\/div><div>Choose to send it immediately by clicking on <em>Send via Email<\/em>, or&nbsp;<a href=\"messaging\/scheduled\" class=\"toArticle\">schedule it for another time and date<\/a>&nbsp;by clicking <em>Send later....<\/em><br \/><\/div><div><br \/>Your client will receive the email, with&nbsp;<a href=\"branding\" class=\"toArticle\">your professional branding<\/a>&nbsp;included.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-20_at_2.57.43pm.png\" height=\"875\" width=\"816\" class=\"center\" alt=\"screenshot_2024-03-20_at_2.57.43pm.png\" \/><\/div><br \/><div>Note the \"reply ABOVE THIS LINE to add a comment to this message\" - your client can reply right back to you like a normal email.<br \/><\/div><div>\n<br \/><\/div><div>Back in CoachAccountable, the&nbsp;<a href=\"stream\" class=\"toArticle\">Stream<\/a>&nbsp;on the client\u2019s page updates as the communication unfolds, meaning that this exchange has been automatically captured in the growing record of your coaching happenings.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-20_at_3.02.02pm.png\" height=\"741\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-03-20_at_3.02.02pm.png\" \/><\/div><div>Note that you can see whether, and when, the message was opened by the client.<br \/><\/div><br \/><div><div>To recap, the benefits of CoachAccountable messaging between you and your clients (over conventional email) are:<\/div><div><ul><li>Simple to send while within CoachAccountable, when coaching is your focus.<\/li><li>Coaches can provide a magic login link and\/or scheduling link for clients as part of their messages.<\/li><li>Messages arrive with the coach\u2019s branded style, looking sharp and differentiated.<\/li><li>Replies work just like regular email.<\/li><li>The complete exchange (which happens via conventional email) is automatically documented and filed away in CoachAccountable, meaning it\u2019s ripe for referencing later.<\/li><\/ul>\n<\/div><\/div>","inAppPage":"","searchTermSet":["Messaging","Can I send an in-system message to my client?","Does CoachAccountable have a bulletin or forum feature?","How do I email my client within CoachAccountable?","How do I record emails in CoachAccountable?","What's the best way to contact clients?","Can client communication be recorded in-system and in my email?","How do I message clients?","How do I send an individual message to a client?","How do I send a message?","Can I text a client?","Send email","Email client","Email","Message","Email","email"],"reducedSearchTermSet":["messag","can send in system messag client","do coachaccount have bulletin or forum featur","_0 email client within coachaccount","_0 record email in coachaccount","what' best wai contact client","can client commun be record in system and email","_0 messag client","_0 send individu messag client","_0 send messag","can text client","send email","email client","email","messag","email","email"],"relatedTopicSet":["groups\/groupItems\/messages","clients\/messaging"],"ID":"95","ParentID":"0"},"clientInvoicing":{"slug":"clientInvoicing","slugPath":"clientInvoicing","name":"Client Invoicing","article":"<div>CoachAccountable allows you to create and send invoices to your clients, as well as receipts. Head to your Business Center &gt;&gt; Setup &gt;&gt; Invoicing Config to set your:<\/div><div><ul><li>Currency or&nbsp;<a href=\"clientInvoicing\/multipleCurrencies\" class=\"toArticle\">Currencies<\/a><\/li><li>Payment Processor (<a href=\"clientInvoicing\/onlinePayments\" class=\"toArticle\">Stripe, Square, or PayPal<\/a>)<\/li><li>Unpaid Handling preferences<\/li><li>Other Miscellaneous bits<\/li><\/ul>\n<div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/www.loom.com\/embed\/0838ca5430454986a859c38d51dc3d9d?hideEmbedTopBar=true\" frameborder=\"0\" allowfullscreen=\"true\"><\/iframe><a href=\"https:\/\/www.loom.com\/embed\/0838ca5430454986a859c38d51dc3d9d?hideEmbedTopBar=true\" class=\"fallbackLink\" target=\"_blank\">Client Invoicing<\/a><\/div><br \/><\/div>\n<\/div><div>Once things are set up, you can see and manage your client invoicing in Business Center &gt;&gt; Invoicing, which is broken into several sections.<\/div><br \/><div><h2>Outstanding Invoices<\/h2><\/div><div>Here, you can&nbsp;<a href=\"clientInvoicing\/creatingInvoices\" class=\"toArticle\">create a new invoice<\/a>,&nbsp;<a href=\"clientInvoicing\/scheduling\" class=\"toArticle\">schedule future invoices<\/a>,&nbsp;<a href=\"clientInvoicing\/resending\" class=\"toArticle\">re-send invoices<\/a>, record payments, and search for outstanding invoices, filtering by your clients. If you are on Team Edition and have proper permissions to do so, you can also filter this view for a team member's clients.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-11_at_9.01.10am.png\" class=\"fullScreenshot\" alt=\"Screenshot of the Outstanding Invoices listing\" \/><\/div><br \/><h2>Search Invoices<\/h2><div>Here you can search for an invoice by client name or by invoice number. Narrow your search by using a specific date range, and click the gear icon to determine whether you want inactive clients included in the search. Click the search button to get your results.&nbsp;<\/div><br \/><h2>Accounts<\/h2><div>The <em>Accounts<\/em>&nbsp;tab shows a summary of your client invoices, including total billed, total paid, and outstanding. Note that you'll see both individual clients and <a href=\"companies\" class=\"toArticle\">Company<\/a> accounts here.<\/div><br \/><div>Click on each column header to sort clients. You can also create invoices here by clicking the <em>+Invoice<\/em> button.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-11_at_9.02.01am.png\" class=\"fullScreenshot\" alt=\"Screenshot of the search invoices UI.\" \/><\/div><br \/><h2>Reports<\/h2><div>There are several&nbsp;<a href=\"clientInvoicing\/reports\" class=\"toArticle\">reports that help you keep track of invoicing<\/a>. These can be filtered by date range by all clients or a particular client. You can also include inactive clients, if fitting. All of these reports can be downloaded to CSV.&nbsp;&nbsp;<\/div><br \/><div>You can also do a complete Export, which is handy for your accountant or to import into your accounting software of choice.<\/div><br \/><h2>Recurring Invoices<\/h2><div>If you're looking to create a series of recurring invoices, split payments over time, or process payments automatically, you'll want to use&nbsp;<a href=\"engagements\" class=\"toArticle\">Engagements<\/a>.<\/div>","inAppPage":"","searchTermSet":["Client Invoicing","Does CoachAccountable allow online payments?","How does invoicing work?","Does CoachAccountable have a billing feature?","Can I bill clients through the system?","Can my clients pay online with CoachAccountable?","How do payments work?","Does CoachAccountable allow me to invoice clients?","Where can I see credit cards on file?","Where can I see payment cards on file?","Payment","Client Payment","Invoice","Invoicing"],"reducedSearchTermSet":["client invoic","do coachaccount allow onlin payment","_0nvoicing work","do coachaccount have bill featur","can bill client through system","can client pai onlin with coachaccount","payment work","do coachaccount allow me invoic client","_0 see credit card on file","_0 see payment card on file","payment","client payment","invoic","invoic"],"relatedTopicSet":["engagements"],"ID":"97","ParentID":"0"},"offerings":{"slug":"offerings","slugPath":"offerings","name":"Offerings","article":"<p>Here's Offerings, in a nutshell:<\/p>\n<p>&nbsp;<\/p>\n<p>\n<em>You, as a coach, have things that you offer up to the world.&nbsp; <strong>Offerings<\/strong> allows you to let people sign up and\/or pay for those things from your own website or by following your links.<\/em><\/p>\n<br \/><p>In other words, Offerings are&nbsp;<strong>self-service e-commerce and sign up opportunities<\/strong> for your customers.<\/p>\n<br \/>\n<p>A given Offering that you set up within CoachAccountable can have any\/all of these components:<\/p>\n<ol><li><span class=\"toArticle\">Scheduling an&nbsp;<\/span><a href=\"appointments\" class=\"toArticle\">Appointment<\/a><\/li><li>Membership in a \n<a href=\"groups\" class=\"toArticle\">Group<\/a><\/li><li>Participation in a \n<a href=\"courses\" class=\"toArticle\">Course<\/a> <\/li><li>An intake\/onboarding <a href=\"worksheets\" class=\"toArticle\">Worksheet<\/a>&nbsp;to fill out<\/li><li>An&nbsp;<a href=\"agreements\" class=\"toArticle\">Agreement<\/a> for clients to agree to<\/li><li>An&nbsp;<a href=\"engagements\" class=\"toArticle\">Engagement<\/a> that entails an allocation of appointments and\/or a payment plan<\/li><\/ol>\n<p>These can be complimentary, or you can choose to&nbsp;<a href=\"clientInvoicing\/onlinePayments\" class=\"toArticle\">charge money<\/a>&nbsp;up front for any or all of these services.<\/p>\n<p>&nbsp;<\/p>\n<p>Once configured, make your Offering available to your prospective clients by either <strong>embedding it as a widget<\/strong> on your website OR <strong>linking to it <\/strong>from your website\/newsletter\/social media posts\/etc.<\/p>\n<p>&nbsp;<\/p>\n<p>Thanks to the various components you can mix and match, Offerings are not just a scheduling system for attracting new customers, but also function as a simple e-commerce system for selling your coaching programs.&nbsp; This allows you to design a rich mix of services, allowing you to meet your new and established clients where they're at.&nbsp; For an in depth lesson on this, see <a href=\"https:\/\/www.coachaccountable.com\/webinars\/designing-your-business-model\" target=\"_blank\">this webinar titled Designing Your Business Model<\/a>:<\/p>\n<div><a href=\"https:\/\/www.coachaccountable.com\/webinars\/designing-your-business-model\" target=\"_blank\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/designingyourbusinessmodel-2.jpg\" class=\"center\" alt=\"designingyourbusinessmodel-2.jpg\" width=\"1000\" height=\"772\" \/><\/a><\/div>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>The articles within this collection will tell you everything you need to know about setting up your own Offerings and making them available to your clients, and to whet your appetite for all they are capable of, here's a video showing how you can set up an Offering in just 2 minutes and 14 seconds:<\/p>\n<p>&nbsp;<\/p>\n<div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/player.vimeo.com\/video\/286597598\" frameborder=\"0\"><\/iframe><\/div><p>&nbsp;<\/p>\n<p>&nbsp;<\/p>","inAppPage":"offerings","searchTermSet":["Offerings","How can I sell my coaching services from my website?","How can prospective clients book with me?","How can I embed your scheduling tool into my website?","Link for potential new clients"],"reducedSearchTermSet":["offer","_0 sell coach servic from websit","prospect client book with me","_0 emb your schedul tool into websit","link potenti new client"],"relatedTopicSet":["appointments\/scheduling","FAQs\/websiteIntegration"],"ID":"293","ParentID":"0"},"engagements":{"slug":"engagements","slugPath":"engagements","name":"Engagements","article":"<div>The Engagements feature helps you move toward a more structured \"productization\" of your coaching&nbsp;<a href=\"offerings\" class=\"toArticle\">offering<\/a>&nbsp;(such as a 10-session package, 3 months with a weekly call, or simply a monthly membership fee).<\/div><br \/><div>Use Engagements to keep tabs on how much time or how many sessions are left by looping in with&nbsp;<a href=\"appointments\" class=\"toArticle\">appointment scheduling.<\/a>&nbsp;You can also set up matching&nbsp;<a href=\"clientInvoicing\" class=\"toArticle\">invoicing<\/a>&nbsp;and any notifications to both yourself and the client (like \"You've got 2 weeks left in your package; want to renew?\")<\/div><br \/><div>Engagements are also the way to set up <strong>automatic recurring billing<\/strong> (for example, a subscription model), even if no appointments are included.<\/div><br \/><h2>Engagement Setup<\/h2><div>First things first: make sure Engagements is enabled on your account.&nbsp; There's no extra charge for using Engagements; the option to enable or disable it exists because if you know you DON'T want to use it, you can have a slightly more streamlined system by turning it off.&nbsp;&nbsp;<\/div><br \/><div>To make sure it's enabled for your account, click on your name in the upper right &gt;&gt; <em>My Account &gt;&gt; Add Ons.<\/em><br \/><\/div><div>\n<p>&nbsp;<\/p>\n<p>When enabled, you'll find the place to set things up in Settings &gt;&gt; Engagements.<\/p>\n<p>&nbsp;<\/p>\n<p>This video will guide you through setup.<\/p>\n<p>&nbsp;<\/p>\n<div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/player.vimeo.com\/video\/474464974\" frameborder=\"0\" allowfullscreen=\"\"><\/iframe><\/div><p>&nbsp;<\/p>\n<\/div>","inAppPage":"","searchTermSet":["Engagements","How can I let clients know they're almost done with a package?","How many appointments has a given client booked?","How many appointments were cancelled, and how many actually occurred?","How many hours of coaching have accrued?","Do client appointment results fit with my packages?","How can I know when a client nears the end of his\/her engagement with me? How can the client know?","How can I set up a subscription for clients?","How do I create automatic monthly payments?","How can I track what my client has paid for vs. what they used?","How do I track a client's agreed-to hours or appointments?","How can I set up recurring billing?","How can I set up reocurring payments?","Can I create recurring invoices?","How do I set repeating invoices?","Does CoachAccountable allow membership payments?","How do I set up a membership?","How do I schedule future invoices?","How many sessions remaining?","What is an Engagement?","How can I set up client subscriptions?","How do I set up subscription payments?","How do I set up subscription invoicing?","How can I set up an invoice subscription plan for my clients?","How can I automatically charge for a subscription?","How can I set up automatic invoicing?","How can I set up automated payments?"],"reducedSearchTermSet":["engag","_0 let client know they'r almost done with packag","mani appoint ha given client book","mani appoint were cancel and actual occur","mani hour coach have accru","client appoint result fit with packag","_0 know client near end his\/her engag with me","_0 set up subscript client","_0 creat automat monthli payment","_0 track what client ha paid v thei us","_0 track clients' agre hour or appoint","_0 set up recur bill","_0 set up reocur payment","can creat recur invoic","_0 set repeat invoic","do coachaccount allow membership payment","_0 set up membership","_0 schedul futur invoic","mani session remain","what engag","_0 set up client subscript","_0 set up subscript payment","_0 set up subscript invoic","_0 set up invoic subscript plan client","_0 automat charg subscript","_0 set up automat invoic","_0 set up autom payment"],"relatedTopicSet":["clientInvoicing","appointments","agreements","courses","groups"],"ID":"311","ParentID":"0"},"agreements":{"slug":"agreements","slugPath":"agreements","name":"Agreements","article":"<div><div><div><p>Common to many coaching relationships is the need to lay out specific\n terms, agreements, or contracts between coach and client.&nbsp; Even though \nperiphery to the real work that gets done in coaching, these agreements \nare often essential in laying down a foundation of trust, workability, \nand clear expectations.<\/p>\n<p>&nbsp;<\/p>\n<p>Such agreements typically include:<\/p>\n<\/div><div><ul><li>Payment terms<\/li><li>Cancellation &amp; refund policies<\/li><li>Confidentiality agreements<\/li><li>What is expected of the client<\/li><li>What can be expected of the coach<\/li><li>Rules of access and scheduling<\/li><li>Disclaimers<\/li><li>Rules for dispute resolution<\/li><\/ul>\n<\/div><div>A clear understanding about all of these up front protects the interests of both parties, and a clear record of what exactly was agreed to (and when!) is handy in the event of a dispute.<\/div><\/div><\/div><br \/><div><div>Here are the broad strokes of what CoachAccountable Agreements provide:<\/div><br \/><div><strong>Signatures, check boxes and more.<\/strong>&nbsp; When a simple \u201cI agree to the above\u201d check box won\u2019t cut it, add various inputs to your agreements for your clients to fill out.&nbsp; Places to type their initials, a place to type their full name, check boxes to explicitly acknowledge agreement to essential terms separately, and signature pads that require clients to physically sign with their mouse, stylus or finger.<\/div><br \/><div><strong>Multiple, customizable templates to suit your various client types and engagements.&nbsp;<\/strong> Create one or more agreement templates with dynamic tags like [clientFirstName] and [dateOf], each one tailored to the various types of clients and programs you offer.&nbsp; For instance, your group coaching clients might have different rates and terms than your one-on-one coaching clients, which are different still from your in-person weekend mastermind clients.<\/div><br \/><div><strong>Issue with ease.<\/strong>&nbsp; Issue agreements for new or established clients with a few clicks.&nbsp; CoachAccountable handles the rest by presenting the agreement to your client to complete (at registration for new clients, and upon next interaction for those already established).<\/div><br \/><div><strong>Clear and readily-accessible records for both parties.<\/strong>&nbsp; Coach and client can both see the clear (and timestamped)&nbsp;<a href=\"agreements\/reviewing\" class=\"toArticle\">record of what was agreed to<\/a>&nbsp;and when.<\/div><br \/><div><strong>Integrity and immutability.<\/strong>&nbsp; The existence of an agreed-to Client Agreement is strong evidence that a client ACTUALLY did agree to it.&nbsp; Coach can\u2019t stuff a client account with Agreements that weren\u2019t agreed to, and coach&nbsp;<a href=\"agreements\/modifying\" class=\"toArticle\">can\u2019t alter agreements<\/a>&nbsp;that were agreed to earlier.&nbsp; Only client logged in as himself can agree to a Client Agreement, and the IP address from which they made the agreement is recorded.<\/div><br \/><div><strong>Effective replacement for document signing services.<\/strong> With a robust and flexible system for issuing and securing client agreements for your contractual needs with clients, these allow you to retire services like HelloSign or Docusign.<\/div><\/div><br \/><div>\n<div>New clients cannot access the system until they've agreed to your terms, and existing clients with new terms cannot continue access until they've agreed to any new terms you've issued.<\/div><\/div><p>&nbsp;<\/p>","inAppPage":"","searchTermSet":["Agreements","Client Agreements","Client Terms","Client contracts","Signing documents","Getting clients to sign documents","Issuing client contracts","Coaching agreements","Coaching contracts","Letting my clients sign contracts with me","Contract","Issuing Contract"],"reducedSearchTermSet":["agreement","client agreement","client term","client contract","sign document","get client sign document","issu client contract","coach agreement","coach contract","let client sign contract with me","contract","issu contract"],"relatedTopicSet":[""],"ID":"337","ParentID":"0"},"courses":{"slug":"courses","slugPath":"courses","name":"Courses","article":"<div>\n<p>Courses allow you to standardize and automate the delivery of your tried-and-true material, freeing you up as much as possible to deliver the magic of more personal attention.<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"courses\/creating\" class=\"toArticle\">Create your first course<\/a> by visiting the Courses area of your in-app home page.<\/p>\n<p>&nbsp;<\/p>\n<p>From there, you'll <a href=\"courses\/building\" class=\"toArticle\">build your course<\/a> as a schedule of Actions, Worksheets, Messages and more.<\/p>\n<p>&nbsp;<\/p>\n<p>Once built, you'll be able to <a href=\"courses\/participations\" class=\"toArticle\">add participants to it<\/a>.&nbsp; That will set in motion the course experience you've created for your clients: create once, and CoachAccountable does the rest.<\/p>\n<p>&nbsp;<\/p>\n<p>You're able to create as many courses as you like.&nbsp; You'll find tools for organizing and <a href=\"courses\/managing\" class=\"toArticle\">managing your collection of courses<\/a> in the Courses area.\n<\/p>\n<\/div>","inAppPage":"home::Courses","searchTermSet":["Courses","Can I transfer over my existing coaching programs into CoachAccountable?","How do I schedule items to go out in the future?","What are some features of CoachAccountable I should know about?","How do Courses work?","What is a Course?","How do I automate my coaching programs?","How can I replace my membership site with CoachAccountable?","Can I setup sequences and funnels within CoachAccountable?","How can I scale my coaching practice?","What's the best way to assign something to multiple people at once?","How do I create templates for messages?","Can I use CoachAccountable for recurring emails?","Can I use this system for daily messages that I send to clients?","Can I use CoachAccountable to replace Mailchimp?","How can I automatically assign a series of Worksheets, Metrics, Actions, Files, Whiteboards?","How can I set up my coaching modules?","How can I automate messages?","How can I set up recurring Worksheets, Actions, Messages?","How can I drip content or messages?","How do I clone a Course?"],"reducedSearchTermSet":["cours","can transfer over exist coach program into coachaccount","_0 schedul item go out in futur","what ar some featur coachaccount should know about","cours work","what cours","_0 autom coach program","_0 replac membership site with coachaccount","can setup sequenc and funnel within coachaccount","_0 scale coach practic","what' best wai assign someth multipl person at onc","_0 creat templat messag","can us coachaccount recur email","can us thi system daili messag that send client","can us coachaccount replac mailchimp","_0 automat assign seri worksheet metric action file whiteboard","_0 set up coach modul","_0 autom messag","_0 set up recur worksheet action messag","_0 drip content or messag","_0 clone cours"],"relatedTopicSet":[""],"ID":"102","ParentID":"0"},"groups":{"slug":"groups","slugPath":"groups","name":"Groups","article":"<div>CoachAccountable Groups are designed to promote communication among group members, joint accountability, and a real experience of shared accomplishment and community support. You can also set up groups for only your own use.<\/div><br \/><h2>Enabling Groups<\/h2><div>First, double-check that Groups is on for your account. Click on your headshot in the upper right &gt;&gt; <em>My Account &gt;&gt; Add Ons<\/em>, and enable Groups if necessary.<\/div><br \/><div>To access CoachAccountable Groups, click the <em>Groups<\/em>&nbsp;tab<em>&nbsp;<\/em>while on your Home screen. Clicking on a Group brings you to that Group's page. Click <em>+Group<\/em>&nbsp;to&nbsp;<a href=\"groups\/creating\" class=\"toArticle\">create a new Group.<\/a><\/div><br \/><h2>Communication and Collaboration<\/h2><div>Easy sharing and messaging among group members is baked right in. <a href=\"groups\/groupItems\/messages\" class=\"toArticle\">Messages<\/a>&nbsp;can be posted to the group, items from individual coaching experiences can be shared with the group, members can comment on items (easily added either when logged in or by replying to group email notifications), and coaches can optionally allow group members to send private messages to one another through the system.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_11.16.47am.png\" height=\"398\" width=\"783\" class=\"center\" alt=\"screenshot_2024-03-21_at_11.16.47am.png\" \/><\/div><h2>Fine-Grain Control for the Coach<\/h2><div>Coaches who set up their coaching groups can&nbsp;<a href=\"groups\/settings\" class=\"toArticle\">set a number of permissions regarding what group members can and can\u2019t do.<\/a>&nbsp; At any time, new client members can be added, and existing members can be deactivated or purged from the group all together.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_11.17.59am.png\" height=\"970\" width=\"947\" class=\"center\" alt=\"screenshot_2024-03-21_at_11.17.59am.png\" \/><\/div><h3>Anonymity<\/h3><div>If needed, coaches can protect the relative anonymity of Group members among one another. Names can be masked and all communications among Group members are handled by the system, meaning personal contact details are kept hidden by default.<\/div><br \/><h2>Groups for Passive Oversight<\/h2><div>Your coaching might not be suitable to have your clients talking and interacting, but perhaps they\u2019re all up to the same thing and you\u2019d like a collective overview of how the team is doing. &nbsp;With the option to make Groups that are <strong>visible only to you<\/strong>, you can do just that.&nbsp;<\/div><br \/><div>Closed Groups enable you to create&nbsp;<a href=\"groups\/groupItems\/metrics\" class=\"toArticle\">Group Metrics<\/a>,&nbsp;<a href=\"groups\/groupItems\/actions\" class=\"toArticle\">Group Actions<\/a>&nbsp;and more just as in regular Groups, leaving individuals with their individual assignments but only you with a view of the group\u2019s aggregate performance.<\/div>","inAppPage":"home::Groups","searchTermSet":["Groups","Does CoachAccountable support group coaching?","Can I create a forum or bulletin board in CoachAccountable?","How do I interact with multiple clients at a time?","How can I encourage collaboration between my clients?","How do I use groups?","Does this system have team coaching?","How do I coach multiple clients at once?"],"reducedSearchTermSet":["group","do coachaccount support group coach","can creat forum or bulletin board in coachaccount","_0 interact with multipl client at time","_0 encourag collabor between client","_0 us group","do thi system have team coach","_0 coach multipl client at onc"],"relatedTopicSet":[""],"ID":"113","ParentID":"0"},"\/":{"slug":"","slugPath":"\/","name":"Help","article":"<div>Welcome to the CoachAccountable Knowledge Base!<\/div><br \/><div>With 367 articles within you'll probably not want to read this through and through BUT by searching above (or drilling through the categories below) you are very likely to find guidance on whatever you're looking to do.<\/div><br \/><div>If you're totally new here and don't know where to start, the <a href=\"https:\/\/www.coachaccountable.com\/webinars\/setting-up-like-a-pro\" target=\"_blank\">\"Setting Up Like a Pro\"<\/a> episode of <a href=\"https:\/\/www.coachaccountable.com\/webinars\/\" target=\"_blank\">The CoachAccountable Webinar series<\/a> is a very fine place to get oriented.<\/div><br \/><br \/>","inAppPage":"","searchTermSet":["Help",""],"reducedSearchTermSet":["help"],"relatedTopicSet":[""],"ID":"127","ParentID":"0"},"companies":{"slug":"companies","slugPath":"companies","name":"Companies","article":"<div>If you only ever work with\/are hired by individuals, you can probably ignore this.<br \/><br \/>But <strong>if organizations hire you<\/strong> to work with one or more individuals, Companies are for you.<br \/><br \/>With Companies, you can:<br \/><ul><li>Organize your individual clients by company<\/li><li>Invite Company Personnel to have their own accounts within the the system<\/li><li>Invoice the organization, rather than the individuals you are coaching<\/li><\/ul>\nGenerally speaking, Companies are the solution for \ndoing business with an entity that isn\u2019t strictly the individual (or \nindividuals) being coached.&nbsp; Beyond conventional companies, this can \ninclude scenarios like being hired by parents to work with their \nchildren.\n<br \/>\n<br \/><h3>Setting up Companies<\/h3>Companies aren\u2019t relevant for all coaches, so these are by default turned off.&nbsp; To get started visit the My Account page &gt;&gt; Add Ons and enable Companies:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-22_at_12.05.26pm.png\" height=\"587\" width=\"999\" class=\"center stroke unrounded\" alt=\"screenshot_2024-03-22_at_12.05.26pm.png\" \/><\/div><div>\nOnce enabled, you\u2019ll have the new Companies tab, either on your home \ndashboard page (for single coach accounts) or on the team administration\n page (for team accounts):<\/div>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-22_at_12.08.07pm.png\" height=\"467\" width=\"999\" class=\"center unrounded stroke\" alt=\"screenshot_2024-03-22_at_12.08.07pm.png\" \/><\/div><div><a href=\"companies\/adding\" class=\"toArticle\">Add Companies<\/a>&nbsp;by clicking the +Company button, or the (+) in the left menu.<\/div><br \/><div>Once a Company is added added, you can <a href=\"companies\/addingClients\" class=\"toArticle\">tie your clients to your companies<\/a> and <a href=\"companies\/invoicing\" class=\"toArticle\">invoice your companies directly<\/a>.<\/div><br \/><div>From your Active Companies listing, clicking on a given company takes you to the respective Company Page:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-22_at_12.08.52pm.png\" height=\"550\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-03-22_at_12.08.52pm.png\" \/><\/div><h2>Personnel<\/h2><div>Here you can add and invite&nbsp;<a href=\"companies\/personnel\" class=\"toArticle\">Company Personnel:<\/a>&nbsp;people affiliated with the Company who are not being coached.<\/div><div><a href=\"companies\/personnel\" class=\"toArticle\"><br \/><\/a><\/div><h2>Clients<\/h2><div>The \nclient listing on a given Company Page is pared down to those from that company, and \nappointments and reports are filtered along the same lines.<\/div>\n<br \/>\n<div>Other client lists, like for a given coach or for an entire Team \nEdition account, show company affiliations with the company\u2019s logo.&nbsp; \nFilter your client listing to only include a particular company by \nsearching for the company\u2019s name.<\/div><br \/><h2>Engagements<\/h2><div>You can set Engagements to invoice the Company and divide up the number of purchased coaching hours\/sessions with&nbsp;<a href=\"companies\/engagements\" class=\"toArticle\">Company Engagements.<\/a><\/div><br \/><h2>Appointments&nbsp;<\/h2><div>This lists the Appointments only for this particular Company.<\/div><br \/><h2>Reports<\/h2><div>Find the Company-specific reports here. You can choose to give various Personnel access to these reports if desired, too.<\/div><br \/>","inAppPage":"","searchTermSet":["Companies","How to add existing clients to companies?","Companies"],"reducedSearchTermSet":["compani","add exist client compani","compani"],"relatedTopicSet":[""],"ID":"422","ParentID":"0"},"FAQs":{"slug":"FAQs","slugPath":"FAQs","name":"FAQs","article":"","inAppPage":"","searchTermSet":["FAQs","FAQ","Frequently Asked Questions","FAQs"],"reducedSearchTermSet":["faq","faq","frequent ask question","faq"],"relatedTopicSet":[""],"ID":"130","ParentID":"0"},"API":{"slug":"API","slugPath":"API","name":"API","article":"<div>In this area you can manage your API access. If you don't know what that means, it's probably quite safe to skip this entirely!<\/div><br \/><h3>API Documentation<\/h3><br \/><div>Find full documentation of the API <a href=\"https:\/\/www.coachaccountable.com\/APIDocs\" target=\"_blank\">here.<\/a><\/div><br \/><div><h3>How to call the API<\/h3><br \/><div>All function calls are made by POSTing the called-for name-value pairs to the API endpoint URL,&nbsp;<span style=\"background-color:rgb(197,226,247);font-family:monospace;\">https:\/\/www.coachaccountable.com\/API\/.<\/span><\/div><br \/><div>Assuming the connection is successful (HTTP 200) you can expect to get a JSON object back which ALWAYS contains the following 5 fields:<\/div><br \/><div><div class=\"code\" style=\"padding:2px 6px;margin:0px;border:1px solid rgb(66,154,218);font-family:monospace;font-size:26px;font-weight:bold;text-align:center;\">status<\/div><span style=\"font-family:monospace;font-size:26px;font-weight:bold;text-align:center;background-color:rgb(255,255,255);\">&nbsp;<\/span><div class=\"code\" style=\"padding:2px 6px;margin:0px;border:1px solid rgb(66,154,218);font-family:monospace;font-size:26px;font-weight:bold;text-align:center;\">result<\/div><span style=\"font-family:monospace;font-size:26px;font-weight:bold;text-align:center;background-color:rgb(255,255,255);\">&nbsp;<\/span><div class=\"code\" style=\"padding:2px 6px;margin:0px;border:1px solid rgb(66,154,218);font-family:monospace;font-size:26px;font-weight:bold;text-align:center;\">return<\/div><span style=\"font-family:monospace;font-size:26px;font-weight:bold;text-align:center;background-color:rgb(255,255,255);\">&nbsp;<\/span><div class=\"code\" style=\"padding:2px 6px;margin:0px;border:1px solid rgb(66,154,218);font-family:monospace;font-size:26px;font-weight:bold;text-align:center;\">error<\/div><span style=\"font-family:monospace;font-size:26px;font-weight:bold;text-align:center;background-color:rgb(255,255,255);\">&nbsp;<\/span><div class=\"code\" style=\"padding:2px 6px;margin:0px;border:1px solid rgb(66,154,218);font-family:monospace;font-size:26px;font-weight:bold;text-align:center;\">message<\/div><br \/><\/div><br \/><br \/><div><span style=\"font-family:Arial, Tahoma, sans-serif;background-color:rgb(255,255,255);\">Here's an example of a return JSON object:<\/span>{\n    \"status\": \"success\",\n    \"result\": \"added\",\n    \"return\": {\n        \"ClientID\": 413\n    },\n    \"error\": 0,\n    \"message\": \"The Client is added\",\n    \"timezone\": \"America\\\/Los_Angeles\"\n}<\/div><br \/><div><p style=\"padding:0px;margin-top:16px;margin-bottom:4px;background-color:rgb(255,255,255);\"><span style=\"font-weight:normal;\">Here's what to expect with these 5 fields:<\/span><\/p>\n<h3 style=\"padding:0px;margin-top:16px;margin-bottom:4px;background-color:rgb(255,255,255);\">status<\/h3><h3 style=\"padding:0px;margin-top:16px;margin-bottom:4px;background-color:rgb(255,255,255);\"><\/h3><p style=\"padding:0px 0px 16px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\">Will always be either success or failure. This is sort of a low-res alias for error, in that a value of success guarantees that error is 0, and a value of failure guarantees that error is some number greater than 0.<\/p>\n<h3 style=\"padding:0px;margin-top:16px;margin-bottom:4px;font-family:Arial, Tahoma, sans-serif;background-color:rgb(255,255,255);\">result<\/h3><h3 style=\"padding:0px;margin-top:16px;margin-bottom:4px;background-color:rgb(255,255,255);\"><\/h3><p style=\"padding:0px 0px 16px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\">This is a succinct symbol describing what happened with the call, and can be useful in differentiating result cases for certain API calls.<\/p>\n<p style=\"padding:0px 0px 16px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\">Here are the values that can be returned for result:<\/p>\n<ul class=\"typical\" style=\"padding:0px;margin:0px 0px 16px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\"><li style=\"padding:0px;margin:0px 0px 0px 15px;list-style-type:disc;\">added&nbsp;- the item you were looking to add was indeed added<\/li><li style=\"padding:0px;margin:0px 0px 0px 15px;list-style-type:disc;\">duplicateSkipped&nbsp;- the item you were looking to add was detected as duplicate, and so returned the ID of the existing item instead<\/li><li style=\"padding:0px;margin:0px 0px 0px 15px;list-style-type:disc;\">duplicateAdded&nbsp;- the item you were looking to add was detected as duplicate, and a new one was added anyway<\/li><li style=\"padding:0px;margin:0px 0px 0px 15px;list-style-type:disc;\">updated&nbsp;- the item you were looking to update was indeed updated<\/li><li style=\"padding:0px;margin:0px 0px 0px 15px;list-style-type:disc;\">noop&nbsp;- i.e. \"no op\", the change you were looking to make had no effect (e.g. deactivating a client who's already deactivated)<\/li><li style=\"padding:0px;margin:0px 0px 0px 15px;list-style-type:disc;\">deleted&nbsp;- the item you were looking to delete was indeed deleted<\/li><li style=\"padding:0px;margin:0px 0px 0px 15px;list-style-type:disc;\">loaded&nbsp;- the item or items you were fetching by \"get\" call were returned as you would expect<\/li><li style=\"padding:0px;margin:0px 0px 0px 15px;list-style-type:disc;\">empty&nbsp;- the item or items you were fetching turned out to be an empty set (e.g. fetching Actions for a client who has none)<\/li><li style=\"padding:0px;margin:0px 0px 0px 15px;list-style-type:disc;\">sent&nbsp;- the message or notification you were looking to send was indeed sent<\/li>\n<\/ul><h3 style=\"padding:0px;margin-top:16px;margin-bottom:4px;font-family:Arial, Tahoma, sans-serif;background-color:rgb(255,255,255);\">return<\/h3><h3 style=\"padding:0px;margin-top:16px;margin-bottom:4px;background-color:rgb(255,255,255);\"><\/h3><p style=\"padding:0px 0px 16px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\">This is an array of the value or values returned by the call.<\/p>\n<p style=\"padding:0px 0px 16px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\">For \"add\" functions this is most often a single name-value pair, like&nbsp;{ \"ClientID\": 7 }&nbsp;for a successful call to Client.add.<\/p>\n<p style=\"padding:0px 0px 16px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\">Some functions have more than one return value, like Action.add, which indicates not only the ID of the newly added Action but also the ID of the ActionProject to which it was added:&nbsp;{ \"ActionID\": 22, \"ActionProjectID\": 3 }.<\/p>\n<p style=\"padding:0px 0px 16px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\">For \"get\" functions this is always an array of zero, or more elements who are themselves associative arrays.<\/p>\n<h3 style=\"padding:0px;margin-top:16px;margin-bottom:4px;font-family:Arial, Tahoma, sans-serif;background-color:rgb(255,255,255);\">error<\/h3><h3 style=\"padding:0px;margin-top:16px;margin-bottom:4px;background-color:rgb(255,255,255);\"><\/h3><p style=\"padding:0px 0px 16px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\">This is always an integer value of which error if any occured with the API call. When there was no error,error always has the value of numeric zero (0).<\/p>\n<h3 style=\"padding:0px;margin-top:16px;margin-bottom:4px;font-family:Arial, Tahoma, sans-serif;background-color:rgb(255,255,255);\">message<\/h3><h3 style=\"padding:0px;margin-top:16px;margin-bottom:4px;background-color:rgb(255,255,255);\"><\/h3><p style=\"padding:0px 0px 16px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\">This is a generally human friendly message about what happened with the call, whether successful or in error. They are useful for logging purposes, certainly for error cases and perhaps even for successful ones.<\/p>\n<p style=\"padding:0px 0px 16px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\">The messages you can get are NOT one-to-one with error codes, as in for the same error code you can get different error messages (so do string matching on message for your error handling logic at your own risk!).<\/p>\n<br style=\"padding:0px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\" \/><br style=\"padding:0px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\" \/><p style=\"padding:0px 0px 16px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\">You might've noticed in the above there's a sixth field in the JSON object,&nbsp;timezone. Let's talk about that.<\/p>\n<h3 style=\"padding:0px;margin-top:16px;margin-bottom:4px;font-family:Arial, Tahoma, sans-serif;background-color:rgb(255,255,255);\">timezone<\/h3><h3 style=\"padding:0px;margin-top:16px;margin-bottom:4px;background-color:rgb(255,255,255);\"><\/h3><p style=\"padding:0px 0px 16px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\">timezone ONLY appears in successful API call results.&nbsp;timezone is simply an echoing out of the timezone that has been set as the \"preferred\" one for intereactions in the API. Including this is for the benefit of those calls which return date\/time values (e.g. the times of Appointments scheduled for a given client), to make it unambiguously clear in which timezone those times are in.<\/p>\n<p style=\"padding:0px 0px 16px;margin:0px;font-family:Arial, Tahoma, sans-serif;font-size:13px;font-weight:normal;\">In general you should be able to presume you know which timezone you have set for your API account settings, but in case you've got other people potentially mucking around with the configuration, the inclusion of timezone enables you to always correctly interpret times you get back from the API.<\/p>\n<\/div><\/div>","inAppPage":"","searchTermSet":["API","Does CoachAccountable have an API?","Can I connect CoachAccountable with other third-party apps or software?","Can CoachAccountable talk to other websites, software, or apps?","How do I link CoachAccountable to existing software?","Does CoachAccountable integrate with any other software?"],"reducedSearchTermSet":["api","do coachaccount have api","can connect coachaccount with other third parti app or softwar","can coachaccount talk other websit softwar or app","_0 link coachaccount exist softwar","do coachaccount integr with ani other softwar"],"relatedTopicSet":[""],"ID":"208","ParentID":"0"},"settings":{"slug":"settings","slugPath":"settings","name":"Settings","article":"<div>You'll spend a bit of time in Settings initially as you move through setting up your account.&nbsp;<\/div><br \/><div>You can get to Settings by clicking the gear wheel at the bottom right hand of your screen:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-16_at_4.05.52pm.png\" height=\"991\" width=\"353\" class=\"center\" alt=\"screenshot_2024-04-16_at_4.05.52pm.png\" \/><\/div><br \/><div>It's from here you can get to areas such as My Style,&nbsp;<a href=\"appointments\" class=\"toArticle\">Appointment Config<\/a>,&nbsp;<a href=\"branding\" class=\"toArticle\">Branding<\/a>,&nbsp;<a href=\"resourcePackages\/installable\" class=\"toArticle\">Resource Packages<\/a>, and the&nbsp;<a href=\"API\" class=\"toArticle\">API<\/a>.<\/div><br \/>","inAppPage":"","searchTermSet":["Settings",""],"reducedSearchTermSet":["set"],"relatedTopicSet":[""],"ID":"212","ParentID":"0"},"reports":{"slug":"reports","slugPath":"reports","name":"Reports","article":"<div>CoachAccountable has a number of reports that allow you to dig into client engagement, activity, and appointments.&nbsp;<\/div><br \/><div>Generally, reports are highly customizable and can be filtered by date and client, and most are downloadable to CSV.&nbsp;&nbsp;<\/div><br \/><div>Find Reports from the left side menu:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-18_at_10.09.04am.png\" height=\"556\" width=\"999\" class=\"center\" alt=\"screenshot_2024-04-18_at_10.09.04am.png\" \/><\/div><br \/><div>The reports listed include:<\/div><div><a href=\"reports\/engagement\" class=\"toArticle\">Client Activity<\/a><br \/><\/div><div><a href=\"reports\/coachTouchpoints\" class=\"toArticle\">Coach Touchpoints<\/a><br \/><\/div><div><a href=\"reports\/followThrough\" class=\"toArticle\">Follow Through<\/a><br \/><\/div><div><a href=\"reports\/appointments\" class=\"toArticle\">Appointments<\/a><br \/><a href=\"clientInvoicing\/reports\" class=\"toArticle\">Invoicing<\/a><br \/><a href=\"reports\/engagements\" class=\"toArticle\">Engagements<\/a><br \/><a href=\"reports\/dataLab\" class=\"toArticle\">Data Lab<\/a><br \/><\/div>","inAppPage":"","searchTermSet":["Reports","What reports are there in the system?","How can I analyze client performance?","What reporting features does CoachAccountable have?","How can I download client information to excel and csv?","How can I run an analysis of client activity?"],"reducedSearchTermSet":["report","what report ar there in system","_0 analyz client perform","what report featur do coachaccount have","_0 download client inform excel and csv","_0 run analysi client activ"],"relatedTopicSet":[""],"ID":"235","ParentID":"0"},"branding":{"slug":"branding","slugPath":"branding","name":"Branding","article":"<div>CoachAccountable lets you customize various aspects of the system to be more in line with your organization's branding.<\/div><br \/><div>To set up your branding, go to <em>Settings &gt;&gt; Branding<\/em>, like so:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/branding-fromsettingsmenu.png\" height=\"725\" width=\"456\" class=\"center fullScreenshot\" alt=\"branding-fromsettingsmenu.png\" \/><\/div><br \/><div>You can customize the system's&nbsp;<a href=\"branding\/colorScheme\" class=\"toArticle\">color scheme<\/a>,&nbsp;<a href=\"branding\/logoAndIcons\" class=\"toArticle\">logo and icons<\/a>,&nbsp;<a href=\"branding\/emailTemplate\" class=\"toArticle\">email template<\/a>,&nbsp;<a href=\"branding\/systemName\" class=\"toArticle\">name<\/a>,&nbsp;<a href=\"branding\/loginPage\" class=\"toArticle\">login page<\/a>, and even create a&nbsp;<a href=\"branding\/loginWidget\" class=\"toArticle\">login widget<\/a>&nbsp;to embed on your website.<\/div>","inAppPage":"","searchTermSet":["Branding","How do I change the look and feel of the system?","How do I white label CoachAccountable for my coaching organization?","How does white-labeling work?","Can I private label CoachAccountable?","What customization features does this system have?","How can I customize the appearance of the system?","How do I get my colors into CoachAccountable?","Where can I add my branding?"],"reducedSearchTermSet":["brand","_0 chang look and feel system","_0 white label coachaccount coach organ","white label work","can privat label coachaccount","what custom featur do thi system have","_0 custom appear system","_0 get color into coachaccount","_0 add brand"],"relatedTopicSet":["branding\/logoAndIcons","branding\/loginWidget","branding\/loginPage","branding\/systemName","branding\/colorScheme","branding\/emailTemplate"],"ID":"249","ParentID":"0"},"resourcePackages":{"slug":"resourcePackages","slugPath":"resourcePackages","name":"Resource Packages","article":"<div>Resource packages allow you to equip <strong>other coaches<\/strong> with your coaching resources.&nbsp;<\/div><br \/><div><div>A couple of scenarios in which this might be useful:<\/div><div><ul><li><strong>Finding Additional Resources From CoachAccountable.<\/strong> When you signed up, you automatically received some resources from us. We\u2019ve provided even more content and templates for you in these packages.<\/li><li><strong>Licensing Your Coaching Material.<\/strong> Many coaches start expanding their business by teaching other coaches their methods, with the additional value-add of providing templates to those other coaches. Using Resource Packages, you can give other coaches your Courses, Worksheets, Agreements, and more with just a couple of clicks \u2013 and provide that package only for coaches who have paid your licensing fee. This is an easy way to sell your well-tested coaching tools.<\/li><li><strong>Related Coach Accounts<\/strong>. Smaller teams often vacillate between setting up with two single coach accounts or a Team Edition account (more on how to make that choice here). Now, those who choose two single coach accounts can replicate their resources and save time. As long as you don\u2019t overlap clients, this is an easy solution.<\/li><li><strong>Coaches With Two Accounts.<\/strong> Some coaches use two separate accounts, for reasons like varied tax law with international clients, using two different coaching brands, or doing two different types of coaching (i.e. business vs. relationship). However, some of the materials used to apply to both accounts.<\/li><li><strong>Franchises.<\/strong> We\u2019ve heard from franchise businesses that getting new franchisees set up quickly is key to their success. Corporate-sanctioned tools at their fingertips right away can help get new business owners inspired and active.<\/li><li><strong>Referrals.<\/strong> If you\u2019re someone who refers CoachAccountable to other coaches in your industry, giving them materials to start with can help solidify their staying with us (and thus&nbsp;<a href=\"FAQs\/referralprogram\" class=\"toArticle\">your earned percentage<\/a>&nbsp;from their monthly payment to us).<\/li><\/ul>\n<\/div><\/div><div>These packages make it simple to franchise or license your coaching methods.<\/div><br \/><div>Looking to install the packages we've provided for you? Go to <em>Settings &gt;&gt; Resource Packages &gt;&gt; Installable Packages.<br \/><\/em><\/div><br \/><div><strong><a href=\"resourcePackages\/setup\" class=\"toArticle\">How to Set Up Resource Packages<\/a><\/strong><br \/><\/div><br \/><div><a href=\"resourcePackages\/tips\" class=\"toArticle\">Resource Package Tips and Answers<\/a><br \/><\/div>","inAppPage":"","searchTermSet":["Resource Packages","How can I share Resource Packages?","Can I clone items from my account into another coach account?","Can I set up a franchise with CoachAccountable?","Can I share my coaching system?","Can I copy Worksheets to another coach?","How do I set up a Resource Package?","What is a Resource Package?"],"reducedSearchTermSet":["resourc packag","_0 share resourc packag","can clone item from account into anoth coach","can set up franchis with coachaccount","can share coach system","can copi worksheet anoth coach","_0 set up resourc packag","what resourc packag"],"relatedTopicSet":[""],"ID":"324","ParentID":"0"},"teamEdition\/adding":{"slug":"adding","slugPath":"teamEdition\/adding","name":"Adding New Coaches","article":"<div>Here's a short video showing how to add a team member:<\/div><div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/www.loom.com\/embed\/f05a9eeeda3443d5bc990da43a561e95?hideEmbedTopBar=true\" frameborder=\"0\" allowfullscreen=\"true\"><\/iframe><a href=\"https:\/\/www.loom.com\/embed\/f05a9eeeda3443d5bc990da43a561e95\" class=\"fallbackLink\" target=\"_blank\">Adding a Team Member<\/a><\/div><br \/><\/div><div>To add a new coach or admin, head to your Team Administration page, then the <em>Team Members<\/em> tab. From there, <span style=\"background-color:rgb(255,255,255);\">the plus button next to the&nbsp;<\/span><em style=\"background-color:rgb(255,255,255);\">Team Members<\/em><span style=\"background-color:rgb(255,255,255);\">&nbsp;<\/span>tab or click +<em>&nbsp;Team Member.<\/em><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_9.38.47am.png\" height=\"602\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-06_at_9.38.47am.png\" \/><\/div><br \/><div>Fill out first and last name, email, choose the role, pronoun, and time zone. You have the option of sending the new coach an invite to CoachAccountable immediately. You can hold off though and&nbsp;<a href=\"teamEdition\/inviting\" class=\"toArticle\">invite them later.&nbsp;<\/a>This gives you the opportunity to set up the new coach's&nbsp;<a href=\"teamEdition\/pairing\" class=\"toArticle\">pairing<\/a>&nbsp;and&nbsp;<a href=\"teamEdition\/permissions\" class=\"toArticle\">permissions<\/a>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_9.43.17am.png\" height=\"846\" width=\"710\" class=\"center\" alt=\"screenshot_2024-05-06_at_9.43.17am.png\" \/><\/div><br \/><div><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">Note that you'd do this to add admin-only users to the team as well, or users that only have view-only access.&nbsp;<\/span><a href=\"teamEdition\/permissions\" class=\"toArticle\">Permissions<\/a><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">&nbsp;lets you define exactly what a user can or can't do in CoachAccountable.<\/span><br \/><br \/>And as a reminder, you're allowed to add an unlimited number of \ncoaches to your team. The billing level is dependent on clients only, \nnot coaches.<\/div>","inAppPage":"","searchTermSet":["Adding New Coaches","How do I add a new coach or admin-level user?","How do I create a new coach?","Can more than one coach use one account?","How do I add a new team member to our organization?","Adding new coaches","Add Team","Add members","Add coaches","Add Coaches","Setting up an Admin as a Team Member","Adding coaches"],"reducedSearchTermSet":["ad new coach","_0 add new coach or admin level user","_0 creat new coach","can more than on coach us account","_0 add new team member our organ","ad new coach","add team","add member","add coach","add coach","set up admin a team member","ad coach"],"relatedTopicSet":["teamEdition\/inviting","teamEdition\/permissions","teamEdition\/pairing"],"ID":"12","ParentID":"11"},"teamEdition\/inviting":{"slug":"inviting","slugPath":"teamEdition\/inviting","name":"Inviting New Coaches","article":"<div>When&nbsp;<a href=\"teamEdition\/adding\" class=\"toArticle\">adding a new coach<\/a>, you have the option of sending an invitation immediately.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_9.43.17am.png\" height=\"846\" width=\"710\" class=\"center\" alt=\"screenshot_2024-05-06_at_9.43.17am.png\" \/><\/div><div>You can also invite the new coach at a later time. Doing so allows you to configure <a href=\"teamEdition\/pairing\" class=\"toArticle\">pairing<\/a> and <a href=\"teamEdition\/permissions\" class=\"toArticle\">permissions<\/a> in advance. When you're ready to invite the new coach, do so through the <em>Invite<\/em> button (next to Pairing).<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_10.23.35am.png\" height=\"536\" width=\"989\" class=\"center\" alt=\"screenshot_2024-05-06_at_10.23.35am.png\" \/><\/div><div>You're able to freely edit the invitation email before you send. If you do,&nbsp;<span style=\"font-style:italic;background-color:rgb(255,255,255);text-align:left;\">please be certain that<span class=\"Apple-converted-space\">&nbsp;<\/span><\/span><strong>[magicLink]<\/strong><span style=\"font-style:italic;background-color:rgb(255,255,255);text-align:left;\"><span class=\"Apple-converted-space\">&nbsp;<\/span>stays intact.<\/span><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_10.28.14am.png\" height=\"681\" width=\"697\" class=\"center\" alt=\"screenshot_2024-05-06_at_10.28.14am.png\" \/><\/div><div>You can also edit the default email through the <em>Settings<\/em>&nbsp;&gt;&gt;<em>&nbsp;Team Style&nbsp;<\/em>&gt;&gt; System&nbsp;<em>Message Templates<\/em>. Select 'Newly added Coaches' from the first drop down and then 'Invite New Coach' from the second:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_10.26.47am.png\" height=\"641\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-06_at_10.26.47am.png\" \/><\/div>","inAppPage":"","searchTermSet":["Inviting New Coaches","How do I invite a coach to CoachAccountable?","How do I send a team member a registration invitation?","How do I register a coach to the system?","Can I send an invitation to a coach later on?"],"reducedSearchTermSet":["invit new coach","_0 invit coach coachaccount","_0 send team member registr invit","_0 regist coach system","can send invit coach later on"],"relatedTopicSet":["teamEdition\/pairing","teamEdition\/permissions"],"ID":"13","ParentID":"11"},"teamEdition\/permissions":{"slug":"permissions","slugPath":"teamEdition\/permissions","name":"Coach Permissions","article":"<div>CoachAccountable Team Edition enables you to define roles for each member of your team. A key part of doing so is Permissions. Permissions are the collection of settings that dictate what a given member of your team is and is not allowed to do.<\/div><div><br \/><div>To find and set the permissions for a given person, find them under <em>Team Administration<\/em>, click on the <em>Team Members<\/em>, and click their respective <em>Manage<\/em> button:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_11.43.40am.png\" height=\"649\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-05-06_at_11.43.40am.png\" \/><\/div><div>From Team Member Manager, click&nbsp;<em>Permissions <\/em>from the left side menu:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_11.46.17am.png\" height=\"832\" width=\"819\" class=\"center\" alt=\"screenshot_2024-05-06_at_11.46.17am.png\" \/><\/div><div><div>Let\u2019s go through how things are set up for Billy.<\/div><br \/><div>The first and perhaps most important setting here is whether Billy is actually one of the team coaches (who will be actively coaching clients) OR if he has instead only an administrative role.&nbsp; Having only an administrative role would mean Billy is NOT in the active pool of coaches who can be paired with clients, and thus wouldn\u2019t appear in that context at all.<\/div><br \/><div>Because Billy&nbsp;<strong>is a team coach<\/strong>, there are some options as to what he is or isn\u2019t allowed to do:<br \/><ul><li><strong>Schedule his own appointments.<\/strong>&nbsp; Perhaps in your organization, these are set only by an administrator who manages client appointment scheduling.&nbsp; If so, we would uncheck this permission.&nbsp; If, on the other hand, Billy should be free to schedule his own appointments with clients, checking this allows him to do so.<\/li><li><strong>Issue invoices to his clients.<\/strong>&nbsp; Should Billy be able to manage his own client invoicing through the system?&nbsp; Like appointments, this is something that might be handled only at the administrative level, in which case we would uncheck this.<\/li><li><strong>Issue invoices to his secondary clients.<\/strong> If only the client's Primary Coach should handle invoicing for a client, then uncheck this.<\/li><li><strong>Issue Agreements to his clients.<\/strong> Agreements might be an organization-wide standard that\u2019s been evaluated by your legal department, for example. If individual team members should not have the ability to create his own Agreement templates or send new Agreements to his clients, uncheck this.<\/li><li><strong>Delete his clients\u2019 agreed-to Agreements<\/strong>. With this permission, Billy can delete an Agreement even if a client has already signed\/agreed to it. In general, agreed-to Agreements demonstrate part of the coaching record. We recommend instead issuing a new Agreement in most cases. Note that this permission is not available if the team member can\u2019t issue the Agreements (the permission above), so these two are somewhat a pair.<\/li><li><strong>Add and manage his clients<\/strong>.&nbsp; If Billy is able to more freely manage his collection of clients in the system, we would check this.&nbsp; This type of permission is often not granted to organization coaches and is instead reserved as an administrative privilege.&nbsp; If granted, know that clients added by your coach count towards your subscription plan (we can of course delete or deactivate any clients added by Billy, with our administrative privilege).<\/li><li><strong>Delete his clients.<\/strong> This enables Billy to completely delete a client account. Deleted client accounts cannot be restored, so we generally recommend deactivating instead.<\/li><li><strong>Manage other coach memberships within his groups<\/strong>.&nbsp; Checking this will allow Billy to add other team coaches to be part of his coaching groups.&nbsp; This is useful if you do team coaching within your coaching groups.&nbsp; We don\u2019t necessarily need to enable this for any given coach, as we could also manage these multi-coach group setups as an administrator.<\/li><\/ul>\n<\/div><div>Which clients Billy is paired with defines the effective \u201csilo\u201d into which Billy\u2019s coaching activities are confined, and the above&nbsp;<strong>Coaching Permissions<\/strong> dictate what he can do within that silo.<\/div><br \/><div>After the Coaching Permissions there are a slew of <strong>Administrative Permissions.<\/strong>&nbsp; Administrative Permissions describe what an individual is allowed to do at the organization-wide level. These are organized by role type.<\/div><br \/><h2>Appointment Management<\/h2><div><ul><li><strong>View appointments for their clients that are with other coaches. <\/strong>This enables someone to see appointments their clients have with other coaches they are paired with.<\/li><li><strong>Schedule appointments for all team coaches.<\/strong>&nbsp; This enables someone to set up, modify, and cancel appointments for all coaches on the team.&nbsp; This is perfect for someone in your organization who\u2019s responsible for setting and managing coach\/client appointments.<\/li><\/ul>\n<\/div><h2>Business Management<\/h2><div><ul><li><strong>Create and manage invoices for the team<\/strong>.&nbsp; This allows an individual to create invoices for all clients within your account.&nbsp; Whoever manages client billing should have this.<\/li><li><strong>Set up and manage Offerings.<\/strong> Offerings allow people to sign up and pay for coaching. This permission allows the team member to create new Offerings, edit existing ones, and delete them.<\/li><li><strong>Manage Client Engagements<\/strong>. Engagements track your coaching products and packages. With this permission enabled, the team member can create Engagement templates, edit existing ones, and delete them. Also, this allows the team member to start, modify, or end an Engagement for all clients.<\/li><\/ul>\n<\/div><h2>Legal Management<\/h2><div><ul><li><strong>Share Agreement Templates with the rest of the team and issue Agreements to all clients.<\/strong> As with the coach-level permission above, the Agreement Templates your organization uses may have been given the green light from your legal team. If someone on that team or with that type of role should be able to create new Agreement Templates that the rest of the team can use, check this. Also note that this permission enables Billy to issue Agreements to all clients, not just his own.<\/li><li><strong>Receive notifications of all Agreements when completed. <\/strong>This will send a notification to the coach whenever an Agreements is completed by any client.<\/li><li><strong>Delete agreed-to Agreements.<\/strong> Again, we recommend that Agreements generally stay as part of the coaching record. However, if an Agreement that has been signed should still be deleted, enable this permission. Note that without the permission above, a team member will not be able to delete Agreements.<\/li><\/ul>\n<p>&nbsp;<\/p>\n<h2>Accessing Team Resources<\/h2><ul><li><strong>Access the Files &amp; Templates Library.<\/strong> This enables the team member to view and download the Files in your Library, as well as Session Note and Worksheet templates.<\/li><li><strong>Access Courses.<\/strong> This lets a team member see the Courses that have been created within the account. He can also create his own Courses and add clients or Groups as participants.<\/li><li><strong>Clone shared team Courses.<\/strong> This allows an individual to make copies of Courses, whether Billy has created them or others have created them. These cloned Courses may be edited by the individual who made the clones, without altering anything in the original Course.<\/li><\/ul>\n<\/div><h2>Master Coach<\/h2><div><ul><li><strong>Share Session and Worksheet Templates with the rest of the team<\/strong>.&nbsp; This allows an individual to designate the templates that he or she creates as a shared resource, available for use by any of the other coaches with any of their respective clients.&nbsp; This is meant for someone in the \u201cmaster coach\u201d role, the one responsible for designing the forms and content for use throughout your organization\u2019s processes and programs.<\/li><li><strong>Share Library Files with the rest of the team<\/strong>.&nbsp; This allows an individual to designate certain Library Files that he or she uploads as a shared resource, available for use by any of the other coaches.&nbsp; This effectively allows someone to be the keeper and distributor of key files within your organization.<\/li><li><strong>Share Courses with the rest of the team<\/strong>.&nbsp; This allows an individual to designate certain Courses that he or she has designed as a shared resource.&nbsp; This is meant for someone responsible for designing the standardized programs offered by your organization.<\/li><li><strong>Reassign ownership of team resources (Templates, Library Files, and Courses). <\/strong>This enables ownership to be passed if, for instance, a coach is leaving the organization or changing roles.<\/li><li><strong>Move folder location of not-owned team resources (Templates, Library Files, and Courses).<\/strong> This allows an individual to move resources they aren't the owner of to new\/different folders.<\/li><li>Install Resource Packages. <strong>This allows an individual to access and install any of CA's resource packages available in Settings &gt;&gt; Resource Packages &gt;&gt; Installable Packages.<\/strong><\/li><li>Create Resources Packages for other accounts. <strong>This allows an individual to create and share Resource Packages in Settings &gt;&gt; Resource Packages &gt;&gt; My Packages.<\/strong><\/li><\/ul>\n<\/div><h2>Group Management<\/h2><div><ul><li><strong>Administer team Groups<\/strong>.&nbsp; This allows an individual to set up coaching Groups in the organization, building groups by pairing coach (or coaches) with one or more [client] group members.&nbsp; Being able to manage team Groups doesn\u2019t necessarily mean being able to see the actual coaching work that is done within the group (see the View all Group happenings permission).<\/li><li><strong>Administer team Group Courses.<\/strong> This allows an individual to enroll a Group in a Course even if they are not a coach of that Group.<\/li><li><strong>View all Group happenings.<\/strong>&nbsp; This allows an individual to actually see into the group coaching work done within all groups in the organization.&nbsp; This is meant to enable highly transparent oversight into the coaching, and is meant for, say, a senior coach who wishes to oversee group work being done by other coaches.<\/li><\/ul>\n<h2>Brand Management<\/h2><ul><li><strong>Manage team branding, email templates.<\/strong>&nbsp; This allows an individual to control core team settings: the branding (including email templates, logo and other branding settings), as well as default templates for system emails that are sent to clients on behalf of coaches (action alerts, appointment reminders, etc.).&nbsp; This is an important administrative role but is mostly a one time, initial setup (and thus often done by the account owner).<\/li><\/ul>\n<\/div><h2>Client Management<\/h2><div><ul><li><strong>Add and manage team clients.<\/strong>&nbsp; A rather central administrative role, this allows an individual to set up new clients, as well as deactivate or reactivate existing ones.&nbsp; Someone who manages the intake and setup of new clients would need this permission.<\/li><li><strong>Delete team clients<\/strong>. While the add\/manage permission allows an individual to deactivate or reactivate a client, this one allows for actual deletion. Deleted client accounts can\u2019t be recovered.<\/li><li><strong>Manage coach\/client pairings.<\/strong>&nbsp; This enables an individual to manage how coaches are paired up with clients.&nbsp; This permission very often goes with the previous two.<\/li><\/ul>\n<\/div><h2>Super Powers<\/h2><div><ul><li><strong>Manage Session Notes written by other coaches, even in draft. <\/strong>This permission is specific to Session Notes. You can allow a team member to manage Session Notes written by other coaches for clients they are paired with.<\/li><li><strong>See and manage Worksheets assigned by other coaches.<\/strong> This permission is specific to just Worksheets. You can allow a team member to see only Worksheets that have been assigned by other coaches \u2013 meaning that team member cannot see Actions, Metrics, etc. that have been assigned by others. The permission below allows a more blanket view into interactions other coaches may have with a given client.<\/li><li><strong>View all client happenings, even if not specifically paired.<\/strong>&nbsp; This enables an individual to view the coaching happenings with every client within the organization.&nbsp; This is meant to enable highly transparent oversight into the coaching, and is meant for, say, a senior coach who wishes to oversee individual work being done by other coaches.&nbsp; This permission is equivalent to giving \u201cView Only\u201d access on all clients for the coach\/client pairing.<\/li><li><strong>Do coaching stuff with all clients, even if not specifically paired<\/strong>. This is equivalent to giving Coaching access on all clients for the coach\/client pairing. Generally reserved for, again, a senior coach type or perhaps a floater type if you have one.&nbsp; This can also be handy for an administrative role charged with doing common setup tasks for new clients.<\/li><li><strong>Manage team members.<\/strong>&nbsp; This enables an individual to set up new coaches and admin members within your account, manage their permissions, and deactivate, reactivate, and delete existing ones.<\/li><li><strong>Manage team administrative privileges.<\/strong>&nbsp; The most powerful permission, this enables an individual to grant administrative privileges to other team members (including themselves).&nbsp; Having this permission automatically implies being able to Manage team members.<\/li><\/ul>\n<\/div><div>There\u2019s just one higher level of privilege that any given user can have, and that is being <strong>the account owner<\/strong>.&nbsp; The account owner is whomever originally set up the account, and the following special rules apply:<\/div><div><ul><li>Only the account owner can change the subscription plan, enter in payment information for the account subscription, and cancel the account (basically, all of the account-specific stuff found on the My Account page appears ONLY for the account owner).<\/li><li>No one else is allowed to mess with the account owner: no deleting, no deactivating, no changing their permissions.<\/li><li>The account owner can\u2019t un-grant him or herself the <strong>Manage team administrative privileges.<\/strong>&nbsp; In other words, they\u2019re all-powerful within their own account whether they like it or not. :)<\/li><\/ul>\n<\/div><div>And that\u2019s Permissions.<\/div><br \/><div>Ultimately the configuration of users and roles within a Team Edition account amounts to who\u2019s coaching who plus a bunch of checkboxes saying what a given member of your team can and can\u2019t do.<\/div><\/div><br \/><div>Through Permissions and <a href=\"teamEdition\/pairing\" class=\"toArticle\"><span>Pairing,<\/span><\/a> you\u2019re able to set up all kinds of roles within your organization, letting your people do and see exactly what they need to. &nbsp;If you have a specific role that you can\u2019t seem to set up using this system of settings, shoot us an email at <a href=\"mailto:%20support@coachaccountable.com\">support@coachaccountable.com<\/a>.<\/div><\/div>","inAppPage":"","searchTermSet":["Coach Permissions","How do I set permissions for coaches in CoachAccountable?","How do I restrict a coach from doing something in the system?","How do I control what people can do in CoachAccountable","How do I setup team permissions in CoachAccountable?","How do I assign roles in CoachAccountable?","How do I set access in CoachAccountable?","How can I give a coach power to edit default templates?","How can I setup an administrative user?","How do I create different levels of user in CoachAccountable?","How do I make someone a super or power user?","How can I let a secretary or admin use the system without being a coach?","How do I update another coaches clients?","Shared resources","Shared Courses","Coaching Permissions"],"reducedSearchTermSet":["coach permiss","_0 set permiss coach in coachaccount","_0 restrict coach from do someth in system","_0 control what person can in coachaccount","_0 setup team permiss in coachaccount","_0 assign role in coachaccount","_0 set acc in coachaccount","_0 give coach power edit default templat","_0 setup administr user","_0 creat differ level user in coachaccount","_0 make someon super or power user","_0 let secretari or admin us system without be coach","_0 updat anoth coach client","share resourc","share cours","coach permiss"],"relatedTopicSet":["teamEdition\/pairing"],"ID":"14","ParentID":"11"},"teamEdition\/pairing":{"slug":"pairing","slugPath":"teamEdition\/pairing","name":"Coach-Client Pairing","article":"<div>CoachAccountable Team Edition gives coaching organizations the ability to fine-tune control of both coaches and clients according to the needs of their specific organizational structure. One key aspect of Team Edition is Coach-Client Pairing.&nbsp;<\/div><br \/><div>Coach-Client Pairing is the process of matching up which coaches are allowed to access which clients and at what level. &nbsp;If a coach has any access to a client at all, it\u2019s at one of three levels:<\/div><div><ol><li><strong>Primary<\/strong>. &nbsp;At this level, a coach is the primary coach for a client. &nbsp;Every client has exactly one primary coach at all times. &nbsp;It is the primary coach who shows up as the \u201cMy Coach\u201d for the client, and the primary is the default recipient of notifications pertaining to a client.<\/li><li><strong>Coaching<\/strong>. &nbsp;At this level, a coach is actively coaching a client (in addition to whoever is the client\u2019s Primary coach). &nbsp;\u201cActively coaching\u201d means that the coach can assign Actions, set up Metrics, schedule Appointments, and so on for the client.&nbsp; Keep in mind that while the Primary is the default recipient of notification, it is the Assigning Coach who will receive notifications of things <em>they assign<\/em> and work on with the Client (including appointments).<\/li><li><strong>View only<\/strong>. &nbsp;At this level, a coach is NOT actively coaching a client. &nbsp;Instead, the coach only has access to view a client\u2019s file but can in no way participate. &nbsp;At this level the coach is effectively invisible to the client: a client cannot see coaches who have only view only access.<\/li><\/ol>\n<\/div><div>The pairing interface is accessed by clicking the <em>Pairing<\/em> button either on a given coach from the Coaches tab, or a given client from the Clients tab.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_11.39.40am.png\" height=\"563\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-06_at_11.39.40am.png\" \/><\/div><div>Here\u2019s a look at the pairing interface from the perspective of a coach:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_11.40.54am.png\" height=\"511\" width=\"756\" class=\"center\" alt=\"screenshot_2024-05-06_at_11.40.54am.png\" \/><\/div><div>Setting the pairing is as simple as choosing the desired coaching level for each client. Clicking on a coaching level at the top (Primary Coach, Coaching, View only, or No access) sets all clients to that level.<\/div><br \/><div>You can access the pairing interface from a client's perspective in two ways:<br \/>1) The <em>Pairing<\/em>&nbsp;button on that client from your Clients list.<\/div><div>2) By accessing the pairing interface for a coach, then clicking the ellipsis [...] on the right-hand side for a given client.&nbsp;<\/div><br \/><div>The pairing interface from the perspective of a client works similarly:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_11.41.52am.png\" height=\"451\" width=\"709\" class=\"center\" alt=\"screenshot_2024-05-06_at_11.41.52am.png\" \/><\/div><div>Here you first select a client's primary coach -- remember, a client <em>must<\/em> have a primary coach. Then, choose which other coaches can interact with the client. Clicking on the ellipsis [...] for a particular coach brings you back to the pairing interface from that coach's perspective.<\/div><br \/><h2><strong>Pairing and Permissions<\/strong><\/h2><div>An assumption of pairing is that the team member you are doing the pairing for is already designated as a <strong>team coach.&nbsp;<\/strong><\/div><br \/><div>When someone doesn't have the pairing button, it's because they are designated as having an Admin only role. To change this, head to the Team Dashboard &gt;&gt; <em>Team Members<\/em>, hit <em>Manage<\/em> for the given team member, then <em>Permissions<\/em>. From here you'll see that the team member has an administrative only role. Choose <em>coachName is one of the team coaches and can...&nbsp;<\/em>instead and you'll be able to pair the coach successfully.&nbsp;<\/div><br \/><div><a href=\"teamEdition\/permissions\" class=\"toArticle\">More on Permissions here.<\/a><br \/><\/div><br \/><div>Whether done from the coaches\u2019 perspective or the clients\u2019 (or a combination of both), you are able to set the pairing any way you like to precisely control who gets to interact with whom.<br \/><\/div><br \/><div>Combine Pairing with Permissions to set up the roles within your organization, allowing your team to do and see exactly what they need to. If you have a specific role that you can't seem to set up using this system, send us an email at <a href=\"mailto:support@coachaccountable.com\">support@coachaccountable.com<\/a>.<\/div>","inAppPage":"","searchTermSet":["Coach-Client Pairing","How do I assign coaches to a specific client?","How do I give view only access to a coach?","Can I pair multiple coaches with a single client?","How do I attach a coach to a client?","How do I make my coach the primary for a client?","How can I set a coach to receive all client notifications for a specific client?","How do I transfer a client to another coach?","How do I switch a client out to a different a coach?","What does being a primary coach mean?","Change Coach","Assign multiple coaches"],"reducedSearchTermSet":["coach client pair","_0 assign coach specif client","_0 give view onli acc coach","can pair multipl coach with singl client","_0 attach coach client","_0 make coach primari client","_0 set coach receiv all client notif specif","_0 transfer client anoth coach","_0 switch client out differ coach","what do be primari coach mean","chang coach","assign multipl coach"],"relatedTopicSet":["teamEdition\/permissions"],"ID":"15","ParentID":"11"},"teamEdition\/updating":{"slug":"updating","slugPath":"teamEdition\/updating","name":"Updating Coach Details","article":"<div>From your Team Admin &gt;&gt; Team Members listing, you can click the gear button for a particular Coach to access and update their basic details.<\/div><div><br \/><\/div><div>You are free to update all of the coach's details until the coach accepts your invitation and registers their account. Once registered, however, they will be the only ones able to update their email address on file.<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_11.21.13AM.png\" height=\"865\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-18_at_11.21.13AM.png\" \/><\/div><div>Here you'll be able to change a coach's contact and location information, and time zone.&nbsp;<\/div><div><br \/><\/div><div>It's also from here that you'll be able to view and update their&nbsp;<a href=\"settings\/coachProfile\" class=\"toArticle\">Coach Profile<\/a>,&nbsp;<a href=\"teamEdition\/permissions\" class=\"toArticle\">Permissions<\/a>, Enable&nbsp;<a href=\"actions\/coach\" class=\"toArticle\">Coach Actions<\/a>&nbsp;in their Settings,&nbsp;<a href=\"teamEdition\/deactivating\" class=\"toArticle\">Delete\/Deactivate<\/a>&nbsp;them, as well as view and set details of&nbsp;<em>their<\/em>&nbsp;Appointment Config (you won't be able to sync their calendars or Zoom).<\/div>","inAppPage":"","searchTermSet":["Updating Coach Details","How do I update basic details for a coach, such as name, time zone, and address?","How do I change contact information for a coach?","Can I edit coach details after they've registered?"],"reducedSearchTermSet":["updat coach detail","_0 updat basic detail coach such a name time zone and addr","_0 chang contact inform coach","can edit coach detail after they'v regist"],"relatedTopicSet":[""],"ID":"16","ParentID":"11"},"teamEdition\/deactivating":{"slug":"deactivating","slugPath":"teamEdition\/deactivating","name":"Deactivating Team Members","article":"<div>Deactivating a team member prevents her from logging into the system. Her data will remain intact.<\/div><br \/><div>Note that you can only deactivate a coach when they are no longer a&nbsp;<a href=\"teamEdition\/pairing\" class=\"toArticle\">primary coach for any active clients.<\/a><\/div><br \/><div>To deactivate a team member, go to Team Administration &gt;&gt; Team Members and click the 'Manage Team Member' icon for that particular team member:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_4.34.32pm.png\" height=\"594\" width=\"999\" class=\"center\" alt=\"screenshot_2024-05-27_at_4.34.32pm.png\" \/><\/div><br \/><div>From the left-hand side menu, select Delete\/Deactivate:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_4.35.44pm.png\" height=\"589\" width=\"768\" class=\"center\" alt=\"screenshot_2024-05-27_at_4.35.44pm.png\" \/><\/div><div>\nNote: We <em>STRONGLY SUGGEST<\/em> that you<strong> not delete<\/strong> any Coaches, but <strong>always deactivate<\/strong> instead. Deleting someone means their entire account is completely gone and <em><strong>cannot<\/strong><\/em> be recovered.&nbsp;<\/div><br \/><div>Once deactivated, the team member will be moved under the Inactive tab.<\/div><br \/><h2>Reactivating a Team Member<\/h2><div>To reactivate a coach, go to the Team Administration &gt;&gt; Team Members and click the Inactive tab. Click<span>&nbsp;the 'Manage Team Member' icon for the team member you'd like to reactivate:<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_4.40.07pm.png\" height=\"309\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-27_at_4.40.07pm.png\" \/><\/div><div>This time, the Delete\/Deactivate tab will be renamed Delete\/Reactivate:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_4.41.39pm.png\" height=\"611\" width=\"784\" class=\"center\" alt=\"screenshot_2024-05-27_at_4.41.39pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Deactivating Team Members","How do I prevent a coach from logging in?","How do I delete a Coach without deleting their data?","How do I deactivate a Coach?","How do I remove a coach?","How do I turn a Coach off?","How do I reactivate a Coach?","Deleting vs. deactivating a Coach","How do I deactivate an admin?","How do I delete an admin?"],"reducedSearchTermSet":["deactiv team member","_0 prevent coach from log in","_0 delet coach without their datum","_0 deactiv coach","_0 remov coach","_0 turn coach off","_0 reactiv coach","delet v deactiv coach","_0 deactiv admin","_0 delet admin"],"relatedTopicSet":[""],"ID":"17","ParentID":"11"},"teamEdition\/deleting":{"slug":"deleting","slugPath":"teamEdition\/deleting","name":"Deleting Team Members","article":"<div>Deleting a team member removes them from your collection of team members. All of their information and shared files will also be deleted. This cannot be undone, so we recommend&nbsp;<a href=\"teamEdition\/deactivating\" class=\"toArticle\">deactivating<\/a>&nbsp;rather than deleting.<\/div><br \/><div>Note that you can only delete a coach when they are no longer a&nbsp;<a href=\"teamEdition\/pairing\" class=\"toArticle\">primary coach for any active clients<\/a><a href=\"teamEdition\/pairing\" class=\"toArticle\">.<\/a><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_4.35.44pm.png\" height=\"589\" width=\"768\" class=\"center\" alt=\"screenshot_2024-05-27_at_4.35.44pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Deleting Team Members","How do I remove a Coach from the system?","How do I delete a Coach?","How do I permanently erase a Coach?","How do I delete an admin?","How do I delete a team member?"],"reducedSearchTermSet":["delet team member","_0 remov coach from system","_0 delet coach","_0 perman eras coach","_0 delet admin","_0 delet team member"],"relatedTopicSet":[""],"ID":"18","ParentID":"11"},"appointments\/types":{"slug":"types","slugPath":"appointments\/types","name":"Appointment Types","article":"<div>Appointment Types allow you to specify what sort of appointments you offer to your clients.\n<\/div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/www.loom.com\/embed\/9f27356b7b4f437b8ae93c0c31143e38?hideEmbedTopBar=true\" frameborder=\"0\" allowfullscreen=\"true\"><\/iframe><a href=\"https:\/\/www.loom.com\/embed\/9f27356b7b4f437b8ae93c0c31143e38\" class=\"fallbackLink\" target=\"_blank\">Appointment Types<\/a><\/div><br \/><div>Head to Settings &gt;&gt; Appointment Config &gt;&gt; Appointment Types to access, edit, or create appointment types.<br \/><\/div><br \/><div><div>Your account comes pre-loaded with three of these: \"Weekly Coaching Call,\" \"Quick Check In,\" and \"Prospective Client Breakthrough.\"&nbsp; Feel free to modify or delete these if you'd like.&nbsp;<\/div><br \/><div>To create a new appointment type, click&nbsp;<em>+Appointment Type<\/em>:<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-06-12_at_5.40.49pm.png\" height=\"529\" width=\"999\" class=\"center\" alt=\"screenshot_2024-06-12_at_5.40.49pm.png\" \/><\/div><div>From here, you'll be able to create a new appointment type and determine all of the following and more:&nbsp;<\/div><div><ul><li><a href=\"appointments\/types\/durationAndPadding\" class=\"toArticle\">Duration and Padding<\/a><\/li><li><a href=\"appointments\/types\/clientSchedulingRules\" class=\"toArticle\">Client Scheduling Rules<\/a><\/li><li><a href=\"appointments\/reminders\" class=\"toArticle\">Reminders<\/a><\/li><li><a href=\"appointments\/types\/worksheets\" class=\"toArticle\">Pre-and Post-Appointment Worksheets<\/a>.<\/li><\/ul>\n<\/div>","inAppPage":"appointmentConfig::Appointment Types","searchTermSet":["Appointment Types","Can I create appointment other types other than the defaults, Quick Check In and Weekly Coaching Call?","Can I make my own appointment types?","How do I create a new appointment type?","How do I edit the kinds of meetings available to my clients?","How do I set custom lengths for my appointments?"],"reducedSearchTermSet":["appoint type","can creat appoint other type than default quick check in and weekli coach call","can make own appoint type","_0 creat new appoint type","_0 edit kind meet avail client","_0 set custom length appoint"],"relatedTopicSet":["appointments\/availability"],"ID":"21","ParentID":"19"},"appointments\/types\/durationAndPadding":{"slug":"durationAndPadding","slugPath":"appointments\/types\/durationAndPadding","name":"Duration and Padding","article":"<div>When you edit or create a new&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">Appointment Type<\/a>, the first couple of options you'll have are Duration and Padding.&nbsp;<\/div><br \/><h2>Duration<\/h2><div>Duration is simply the length of your Appointment Type. Set the duration to 30 minutes, for example, and that's how long the actual appointment with your client will be.&nbsp;<\/div><br \/><h2>Padding<\/h2><div><div>Padding ensures that your appointments are not scheduled too closely together. It provides some breathing room between when one appointment ends and the earliest time the next one can begin. Padding impacts which spots are shown as available to your clients when they schedule an appointment with you.<\/div><br \/><div>For example, you might use 10 minutes before a weekly coaching call to get up to speed on the client, and then 10 minutes after each call for note-taking from the session.<\/div><\/div><br \/><div>Together, Duration and Padding determine<strong> <em>the total amount of time needed for that appointment type<\/em>.<\/strong> In the example below, the total amount of time blocked off for this appointment type would be 50 minutes.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_11.31.26AM.png\" height=\"1083\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-18_at_11.31.26AM.png\" \/><\/div><div>30 minutes for the session<\/div><div>+10 minutes padding before the session<\/div><div>+10 minutes padding after the session<\/div><div>---------------------<\/div><div>50 minutes total <em>must be available in your calendar<\/em><\/div><div>\n<br \/><\/div>","inAppPage":"","searchTermSet":["Duration and Padding","How do I budget extra time before or after an appointment?","How do I change the length of an appointment type?","How do I set how long an appointment type will be?","How can I set aside time in between appointments?","How do I make time to prepare for an appointment?","How do I add a buffer before or after an appointment?","Padding","Calendar Padding"],"reducedSearchTermSet":["durat and pad","_0 budget extra time befor or after appoint","_0 chang length appoint type","_0 set long appoint type will be","_0 set asid time in between appoint","_0 make time prepar appoint","_0 add buffer befor or after appoint","pad","calendar pad"],"relatedTopicSet":[""],"ID":"22","ParentID":"21"},"appointments\/types\/clientSchedulingRules":{"slug":"clientSchedulingRules","slugPath":"appointments\/types\/clientSchedulingRules","name":"Client Scheduling Rules","article":"<div>For each&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">Appointment Type<\/a>,&nbsp;you can choose to allow clients to schedule appointments themselves or not.<\/div><br \/><h2>Allow Client Scheduling<\/h2><div>If clients should not be allowed to schedule this particular Appointment Type, select \"Clients may not schedule themselves for this type.\"<\/div><br \/><div>If clients should be allowed to schedule, select \"Clients may schedule themselves for this type.\"&nbsp;<\/div><br \/><div>If you only want clients to be able to sign up for this Appointment Type by filling out a particular&nbsp;<a href=\"offerings\" class=\"toArticle\">Offering<\/a>&nbsp;(for instance, if they'll need to pay for this type of Appointment separately, or you require additional questions at booking), select \"Clients may only schedule themselves for this as part of an Offering.\"<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_11.40.04AM.png\" height=\"987\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-18_at_11.40.04AM.png\" \/><\/div><div>If you've chosen to allow clients to book, via Offering or not, you'll have additional ways to configure the availability of this type.&nbsp;<br \/><\/div><br \/><h2>Time in Advance<\/h2><div>Determine the amount of time in advance a client schedule an appointment with you, including how many hours out if you allow <strong>same-day appointments<\/strong>.&nbsp;<\/div><br \/><div>Then set the intervals between your available time slots (similar to padding). This will affect how your available times show (whether you want them to display on the hour, half-hour, quarter-hour, etc.).<\/div><br \/><h2>Type-Specific Availability<\/h2><div>You can also set specifically when this appointment type can be scheduled: either use your<a href=\"appointments\/availability\" class=\"toArticle\"> default weekly availability setup<\/a>, or determine one just for this appointment type.&nbsp;<\/div><br \/><div>Choose<em>&nbsp;<\/em>\"Follow this weekly availability schedule...\"<em> <\/em>and you'll be able to adjust the availability much like you would your&nbsp;<a href=\"appointments\/availability\" class=\"toArticle\">Typical Availability:<\/a><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_11.42.07AM.png\" height=\"742\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-18_at_11.42.07AM.png\" \/><\/div><div><span style=\"color:rgb(74,74,74);\">This is useful in controlling your schedule. For instance, if you only want to do intake calls on certain days and coaching on other days, you can.<\/span><br \/><\/div>","inAppPage":"","searchTermSet":["Client Scheduling Rules","How can I allow clients to book their own appointments?","How can I let clients set an appointment themselves?","How do I prevent clients from scheduling an appointment themselves?","How do I make it so only I can set an appointment with clients?","I want to use a separate schedule for a specific appointment type, how do I do that?","Giving clients access to calendar"],"reducedSearchTermSet":["client schedul rule","_0 allow client book their own appoint","_0 let client set appoint themself","_0 prevent client from schedul appoint themself","_0 make so onli can set appoint with client","want us separ schedul specif appoint type _0 that","give client acc calendar"],"relatedTopicSet":["appointments\/options"],"ID":"23","ParentID":"21"},"appointments\/types\/reminders":{"slug":"reminders","slugPath":"appointments\/types\/reminders","name":"Appointment Reminders","article":"<div>A key component of any&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">Appointment Type<\/a>&nbsp;is Reminders. You can set multiple email or&nbsp;<a href=\"settings\/notifications\" class=\"toArticle\">SMS text reminders<\/a>&nbsp;for both yourself and your clients.&nbsp;<\/div><br \/><div>Let's take a look at a \"Weekly Coaching Call\" Appointment Type:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_11.44.31AM.png\" height=\"1200\" width=\"998\" class=\"center\" alt=\"Screenshot_2025-09-18_at_11.44.31AM.png\" \/><\/div><div>This Appointment Type already has 4 Reminders set up as an example. Change any of these with the dropdowns, delete them with the trash icon on the right, and add more by clicking \"Add Reminder\" at the bottom.<\/div><br \/><div>This is a recommended style: the email to your client 1 day before is a heads up to look over their action plan from last week and finish up any last details before you talk. Then a text 30 minutes before ensures that they\u2019re prepared and have a quiet place to chat.<br \/><\/div><div><br \/><div>In this example, 10 minutes prior to the appointment, CoachAccountable will send you a text, which is your cue to pop in and see what\u2019s new with your client: a quick look at&nbsp;<a href=\"metrics\" class=\"toArticle\">Metrics<\/a>&nbsp;and&nbsp;<a href=\"actions\" class=\"toArticle\">Actions<\/a>&nbsp;tells you how they\u2019ve progressed since you last spoke, and a review of last week\u2019s&nbsp;<a href=\"sessionNotes\" class=\"toArticle\">Session Notes<\/a>&nbsp;has you fully primed to dive right in.<\/div><br \/><div>The 1-minute-prior reminder tells you it\u2019s time to wrap up your review and start the call. It\u2019s a nice touch of professionalism to always be right on time.&nbsp;<\/div><\/div><br \/><div>To recap Reminders: what we have here is a template, a model for \u201cwhat reminders should be sent to whom and when\u201d for all appointments of THIS type that are scheduled.<\/div>","inAppPage":"","searchTermSet":["Appointment Reminders","How do I set reminders for my appointments?","How do I send an automatic email to remind a client that an appointment is coming up?","Can I set an appointment reminder via text?","Can I create a reminders for myself so that I don't forget upcoming appointments?","How do I send out automated reminders for my meetings?"],"reducedSearchTermSet":["appoint remind","_0 set remind appoint","_0 send automat email remind client that appoint come up","can set appoint remind vium text","can creat remind myself so that don't forget upcom appoint","_0 send out autom remind meet"],"relatedTopicSet":["actions\/reminders","metrics"],"ID":"24","ParentID":"21"},"appointments\/types\/worksheets":{"slug":"worksheets","slugPath":"appointments\/types\/worksheets","name":"Pre- and Post- Appointment Worksheets","article":"<div><p>You can have a&nbsp;<a href=\"worksheets\" class=\"toArticle\">Worksheet<\/a><strong>&nbsp;automatically assigned to a client<\/strong> before and\/or after your Appointment.<\/p>\n<p>&nbsp;<\/p>\n<p>This is done through each specific&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">Appointment Type<\/a>.&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2>Create the Template<\/h2>\n<p>The first step is to make a suitable Worksheet Template (done under <em>Library &gt;&gt; Worksheet Templates<\/em>). We have some templates already available for you,&nbsp;which you can use as-is, edit to your liking, or you can start fresh.&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_11.52.33AM.png\" height=\"962\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-18_at_11.52.33AM.png\" \/>\n<p>(This is an example of a Form Based Worksheet.&nbsp;&nbsp;<a href=\"https:\/\/blog.coachaccountable.com\/2015\/05\/using-form-based-worksheets\/\" style=\"color:rgb(85,140,204);\" target=\"_blank\">Form Based worksheets<\/a>&nbsp;allow you to create different form fields for the client to fill in, and require an answer if desired)<\/p>\n<div>\n<p>&nbsp;<\/p>\n<h2>Link the Template<\/h2>\n<p>Once your Worksheet Template is ready, you can associate it with one of your Appointment Types.&nbsp; Do this under <em>Settings &gt;&gt; Appointment Config &gt;&gt; Appointment Types<\/em>, and click on the Appointment Type in question to edit.<\/p>\n<p>&nbsp;<\/p>\n<p>Tick the boxes for \"Assign a <strong>pre<\/strong>-worksheet with this appointment...\" and\/or \"Assign a <strong>post<\/strong>-worksheet with this appointment...\". Then set when the Worksheets should go out, and when they should be due, relative to the time and date of the appointment itself.<\/p>\n<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_11.54.07AM.png\" height=\"588\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-18_at_11.54.07AM.png\" \/><\/div><p>From there it works just as you would expect: any appointments you (or your clients) schedule of this type will have the worksheets sent out to your client, putting them one click away from filling it out.&nbsp;&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color:rgb(74,74,74);\">The system sends clients an email the moment the worksheet is assigned, with a magic link that puts them one click away from working on it.<\/span><\/p>","inAppPage":"","searchTermSet":["Pre- and Post- Appointment Worksheets","Can I assign a worksheet before or after an appointment?","How do I get my client to fill out something before or after a session?","What's a good way to get my clients ready for an appointment?","What's a good way to follow up on an appointment?","How do I increase follow-through and accountability in my clients?","How do I automatically give my client a pre-appointment Worksheet?","What's the Pre-Session Worksheet?","How do I send a pre-session or post-session Worksheet?"],"reducedSearchTermSet":["pre and post appoint worksheet","can assign worksheet befor or after appoint","_0 get client fill out someth befor or after session","what' good wai get client readi appoint","what' good wai follow up on appoint","_0 increas follow through and account in client","_0 automat give client pre appoint worksheet","what' pre session worksheet","_0 send pre session or post worksheet"],"relatedTopicSet":["worksheets","worksheets\/templates"],"ID":"25","ParentID":"21"},"appointments\/options":{"slug":"options","slugPath":"appointments\/options","name":"Basic Options","article":"<div>Appointment Config &gt;&gt; Basic Options Tutorial:<\/div><div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/www.loom.com\/embed\/37022cd2ddaa40e0af492b613c40dedc?hideEmbedTopBar=true\" frameborder=\"0\" allowfullscreen=\"true\"><\/iframe><\/div><br \/><\/div><div>To configure basic options for your&nbsp;<a href=\"appointments\" class=\"toArticle\">Appointments<\/a>, click the Settings Tab, then <em>Appointment Config<\/em>. and&nbsp;<em>Basic Options<\/em> will be on your left-hand side.<br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-28_at_3.10.36pm.png\" height=\"521\" width=\"1000\" class=\"center dropShadow\" alt=\"screenshot_2024-10-28_at_3.10.36pm.png\" \/><\/div><div>Here you'll find the option to allow your clients to schedule appointments with you. If this is turned on, you'll have the ability to&nbsp;<a href=\"appointments\/availability\" class=\"toArticle\">setup your weekly availability<\/a>&nbsp;and manage exceptions to that availability either manually or by&nbsp;<a href=\"appointments\/sync\" class=\"toArticle\">syncing your calendar.<\/a><\/div><br \/><div>You can also choose to enable notifications via email whenever a client schedules or cancels an appointment. If you have a mobile number listed on your account that is U.S., UK, Australia, or Canada-based, you can opt to receive that notification via text instead.<\/div><br \/><div>Lastly, you can set Per-day Scheduling Limits. These can be either by count or total hours of appointments.<\/div><\/div>","inAppPage":"appointmentConfig::Basic Options","searchTermSet":["Basic Options","How do I set basic options for Appointments?","How do I let clients book their own Appointments?","How do I allow clients to schedule Appointments with me?","How do I give clients the ability to set a meeting with me?","How do I receive an email notification when a client cancels?","How do I receive a text notification when a client cancels?"],"reducedSearchTermSet":["basic option","_0 set basic option appoint","_0 let client book their own appoint","_0 allow client schedul appoint with me","_0 give client abil set meet with me","_0 receiv email notif client cancel","_0 receiv text notif client cancel"],"relatedTopicSet":["appointments\/types\/clientSchedulingRules","appointments\/availability","appointments\/exceptions\/importCalendar"],"ID":"26","ParentID":"19"},"appointments\/availability":{"slug":"availability","slugPath":"appointments\/availability","name":"Availability Setup","article":"<div>By setting your weekly availability, you tell the system when, in a typical week, you are open to receiving appointment bookings or requests from clients.&nbsp;<\/div><br \/><div>You can set up your availability by navigating to Settings &gt;&gt;&nbsp;Appointment Config&nbsp;&gt;&gt; Typical Availability. You'll get to a screen that looks like this:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.32.38pm.png\" height=\"587\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.32.38pm.png\" \/><\/div><div>Once your availability is set up, you can preview it as your clients see it by clicking the <em>Preview Availability<\/em>&nbsp;button. Select the type of appointment you wish to preview, select the date, and your available times for that day will show up.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-10_at_10.44.56am.png\" height=\"878\" width=\"698\" class=\"center\" alt=\"screenshot_2024-04-10_at_10.44.56am.png\" \/><\/div><div>If there's a day or time that you think should be showing available but isn't, click the link '<a href=\"appointments\/availability\/troubleshooting\" class=\"toArticle\">Wait a sec, some other time should be showing as available...<\/a>' to why it isn't showing.<\/div><br \/><div><strong>Custom Availability Setup for Appointment Types<\/strong><\/div><br \/><div><span>You\u2019ve also got the option to override this availability for any given Appointment Type.&nbsp; When setting one up, select \"Follow this weekly availability schedule\" within the Visibility section:<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-10_at_10.48.56am.png\" height=\"981\" width=\"657\" class=\"center\" alt=\"screenshot_2024-04-10_at_10.48.56am.png\" \/><\/div><div><p><span>As you can see in this example, for the \u201c30 Minute Coaching Call\u201d type of appointment we\u2019ve elected to make this available for clients to schedule on Mondays, Thursdays, and Fridays.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>There are a couple of scenarios in which this more fine-grained control of your availability comes in handy.<\/p>\n<p>&nbsp;<\/p>\n<p>You might, for example, do certain appointments face to face, and you\u2019re only at a given location on certain days.&nbsp; So you might offer the \u201cIn-person \u2013 Downtown\u201d appointment type only on Tuesdays and Thursdays, and the \u201cIn-person \u2013 Riverside\u201d appointment type only on Mondays, all while having your phone-based appointment types available any day during the week.<\/p>\n<p>&nbsp;<\/p>\n<p>Another example is if you\u2019re coaching multiple programs, and, for the sake of keeping more in the flow of the material you are coaching, offer appointments for Program A only on Mondays and Wednesdays and appointments for Program B only Tuesdays and Thursdays.<\/p>\n<p>&nbsp;<\/p>\n<p>Finally, you can add exceptions to this availability by&nbsp;<a href=\"appointments\/sync\" class=\"toArticle\">syncing<\/a>&nbsp;with your calendar of choice. Normally available on Friday but have a haircut this week? No problem, CoachAccountable will grab your schedule from your&nbsp;<a href=\"appointments\/sync\/gCal\" class=\"toArticle\">Google<\/a>,&nbsp;<a href=\"appointments\/sync\/outlook\" class=\"toArticle\">Outlook<\/a>, or&nbsp;<a href=\"appointments\/sync\/other\/dataFeed\" class=\"toArticle\">other calendar<\/a>.<\/p>\n<\/div>","inAppPage":"appointmentConfig::Typical Availability","searchTermSet":["Availability Setup","How do I determine when I am free for my clients to book an appointment with me?","How do I setup my weekly time slots?","If I have a one-time event, how do I account for that in my availability?","How do I block out a specific set of time for booking?","How do I create a schedule for client meetings?","How do I indicate exceptions to my availability?","How do I import my schedule into CoachAccountable?","How do i make blocks in my schedule?","Work hours","Calendar Block","How do I update my typical availability?"],"reducedSearchTermSet":["avail setup","_0 determin am free client book appoint with me","_0 setup weekli time slot","if have on time event _0 account that in avail","_0 block out specif set time book","_0 creat schedul client meet","_0 indic except avail","_0 import schedul into coachaccount","_0 make block in schedul","work hour","calendar block","_0 updat typic avail"],"relatedTopicSet":["appointments\/types","appointments\/feed","appointments\/exceptions\/importCalendar"],"ID":"27","ParentID":"19"},"appointments\/sync\/other\/dataFeed":{"slug":"dataFeed","slugPath":"appointments\/sync\/other\/dataFeed","name":"Appointment Calendar Feed","article":"<div>To have your&nbsp;<a href=\"appointments\" class=\"toArticle\">Appointments<\/a>&nbsp;that were made in CA show up in your online calendar, CA offers a data feed URL of those Appointments. &nbsp;By adding this URL to your calendar system (\u201cAdd by URL\u201d or \u201cSubscribe\u201d, the wording to do this varies from system to system) you allow your regular calendar to pull that data in so that it shows alongside the rest of your schedule, allowing a complete picture of your time.&nbsp;<\/div><br \/><div>Find this URL by going to <em>Settings<\/em> &gt;&gt;&nbsp;<em>Appointment Config<\/em>&nbsp;&gt;&gt; <em>Calendar Sync <\/em>then clicking <em>Sync with something else!<\/em>&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_5.22.57pm.png\" height=\"602\" width=\"918\" class=\"center\" alt=\"screenshot_2024-04-17_at_5.22.57pm.png\" \/><\/div><div>Go to Calendar Feed and copy and paste the URL into your external calendar.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_5.24.00pm.png\" height=\"546\" width=\"820\" class=\"center\" alt=\"screenshot_2024-04-17_at_5.24.00pm.png\" \/><\/div><div><span style=\"color:rgb(74,74,74);\">Note that this URL should be kept private as it contains <strong><em>all<\/em><\/strong> your appointment data. If you find yourself compromised you may reset the URL.&nbsp;<\/span><br \/><\/div><br \/><div>Also, updates may take up to 24 hours to reflect in your calendar.<\/div><br \/><div>Below find links to directly sync your:<br \/><\/div><div><ul><li><a href=\"appointments\/sync\/gCal\" class=\"toArticle\">Google Calendar<\/a><\/li><li><a href=\"appointments\/sync\/iCal\" class=\"toArticle\">Apple iCal<\/a><\/li><li><a href=\"appointments\/sync\/outlook\" class=\"toArticle\">Microsoft Outlook<\/a><\/li><\/ul>\n<\/div>","inAppPage":"","searchTermSet":["Appointment Calendar Feed","How do I add my CoachAccountable appointments to Google Calendar?","How do I add my CoachAccountable appointments to Apple iCal?","How do I add my CoachAccountable appointments to Microsoft Outlook?","How do I add my CoachAccountable appointments to my online calendar?","How do I see my meetings in my other calendar?","How do I view my upcoming appointments in my online calendar?","Can CoachAccountable appointments show up in my external calendar?","How does calendar integration work?"],"reducedSearchTermSet":["appoint calendar feed","_0 add coachaccount appoint googl calendar","_0 add coachaccount appoint appl ical","_0 add coachaccount appoint microsoft outlook","_0 add coachaccount appoint onlin calendar","_0 see meet in other calendar","_0 view upcom appoint in onlin calendar","can coachaccount appoint show up in extern calendar","calendar integr work"],"relatedTopicSet":[""],"ID":"32","ParentID":"40"},"appointments\/scheduling":{"slug":"scheduling","slugPath":"appointments\/scheduling","name":"Scheduling with your Clients","article":"<div>You can schedule an Appointment through the <em>Appointments<\/em> tab on your <em>Home<\/em>&nbsp;page...<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.34.55pm.png\" height=\"554\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.34.55pm.png\" \/><\/div><div>or by clicking (<em>+)<\/em> next to Appointments<em>&nbsp;<\/em>in the Client's Page.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.36.32pm.png\" height=\"346\" width=\"271\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.36.32pm.png\" \/><\/div><div>\n<br \/><\/div><div>For this example, let's schedule via the general Appointments tab.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_10.37.59AM.png\" height=\"1024\" width=\"718\" class=\"center\" alt=\"Screenshot_2025-09-18_at_10.37.59AM.png\" \/><\/div><div>Pick which client to schedule an appointment with, then pick an appointment type.<\/div><br \/><div>Click <em>display as something else...<\/em>&nbsp;to have the name of the appointment type shown as another name.&nbsp;<\/div><br \/><div>If you'd like to set a location and\/or description for this appointment, click&nbsp;<a href=\"appointments\/types\/locationDescription\" class=\"toArticle\">Set location and\/or description<\/a><em>...<\/em>. or <em>Modify location and\/or description...<\/em>&nbsp;to change the default one associated with the selected appointment type.<\/div><br \/><div>When your clients schedule with you, they can only do so within your specified time frames. However,<em> you<\/em> can schedule an appointment whenever you'd like. To make sure you aren't double booking, click&nbsp;<a href=\"appointments\/availability\" class=\"toArticle\">View My Availability<\/a>.<\/div><br \/><div>As with everywhere else in the system, times are in the timezone of the beholder. So if your client is in a different timezone, know that <strong>you\u2019re picking the time in your own timezone<\/strong>. A hint will appear that will let you know what time that is for your client.<br \/><\/div><br \/><div>Whatever&nbsp;<a href=\"appointments\/reminders\" class=\"toArticle\">reminders<\/a>&nbsp;you set up for this Appointment Type are immediately suggested as a sensible starting point, but you can modify these however you like if the situation warrants it.<\/div><br \/><div>Change the pre- and&nbsp;<span style=\"margin:0px;padding:0px;\">post-<a href=\"\">Worksheet<\/a><\/span>&nbsp;assignments tied to this appointment type if desired, or remove them.&nbsp;<\/div><br \/><div>Finally, choose whether to send a notification of this appointment to your client. You can customize this default message. If you'd like to change how the default looks, head to the Settings &gt;&gt; <em>My Style&nbsp;<\/em>&gt;&gt;&nbsp;<a href=\"settings\/messageTemplates\" class=\"toArticle\">Message Templates<\/a>.&nbsp;<\/div><br \/><h3><strong><span style=\"text-decoration:underline;\">Scheduling a Series of Appointments<\/span><\/strong><\/h3><div>\nIf you do regular appointments with clients at the same time of day, you can quickly schedule a sequence of appointments by clicking <em>Make a series of appointments just like this one...<\/em>&nbsp;You can schedule up to twelve in a row, and at whatever interval you like.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_10.36.23AM.png\" height=\"312\" width=\"944\" class=\"center\" alt=\"Screenshot_2025-09-18_at_10.36.23AM.png\" \/><\/div><div>When finished, click&nbsp;<em>Schedule Appointment(s)<\/em>. Your newly scheduled appointment will appear in the Appointments tab, and if you elected to do so, a notification will be sent immediately to your client.&nbsp;<br \/><\/div>","inAppPage":"","searchTermSet":["Scheduling with your Clients","How do I make an appointment with a client?","How do I schedule meetings with my clients?","How do I book an appointment with a client?","How does scheduling work?","How do I set an appointment with a client?","Can I create recurring appointments with the same client?","Can I create multiple appointments at once?","Reschedule Appointment","How do I reschedule appointments?"],"reducedSearchTermSet":["schedul with your client","_0 make appoint with client","_0 schedul meet with client","_0 book appoint with client","schedul work","_0 set appoint with client","can creat recur appoint with same client","can creat multipl appoint at onc","reschedul appoint","_0 reschedul appoint"],"relatedTopicSet":["appointments","appointments\/types\/worksheets"],"ID":"42","ParentID":"19"},"appointments\/reminders":{"slug":"reminders","slugPath":"appointments\/reminders","name":"Appointment Reminders","article":"<div>A key part of CoachAccountable Appointments is Reminders. Reminders get sent by email or text (USA, Canada, UK, Australia)&nbsp;at specified times before an Appointment.<\/div><br \/><div>You can set up default sets of Reminders when you set up your&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">Appointment Types<\/a>. However, you aren't limited to the default reminders as determined by your Appointment Type.&nbsp;<\/div><div><br \/><\/div><div>Whenever you make a new Appointment with your client, you're free to add custom Reminders specifically for that Appointment in addition to the defaults.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_12.48.26PM.png\" height=\"1013\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-18_at_12.48.26PM.png\" \/><\/div><div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-06-24_at_10.43.13_am.png\" height=\"0\" width=\"0\" class=\"center\" alt=\"screen_shot_2021-06-24_at_10.43.13_am.pn\" \/><\/div><div>For a given Appointment or Appointment Type, create as many Reminders as you wish. Have both you and your client as recipients, and feel free to mix up when they send.&nbsp;<\/div><br \/><h3>Best Practice<\/h3><div>The Reminder set in the above screenshot is a good, balanced example. The email to your client 1 day before is a sort of a warning, a heads-up to look over their action plan from last week and finish up whatever they should before you talk. Then another 30 minutes before to ensure they\u2019re prepared, so that your call to start the session won't be a surprise.<\/div><br \/><div>10 minutes prior to the appointment you'll have CA send you a reminder, which is a cue to pop in and see what\u2019s new with your client: a quick look at metrics and Actions indicates how they\u2019ve progressed since your last session, and a review of last week\u2019s session notes has you fully prepared.&nbsp;<\/div><br \/><div>Finish it off with a 1-minute-prior reminder to yourself. This indicates it's time to wrap up your review and call the client. This ensures professionalism and that you call the client on time.&nbsp;<\/div><br \/><br \/><\/div>","inAppPage":"","searchTermSet":["Appointment Reminders","How do I set Reminders for Appointments?","How do I make Reminders for Appointments?","Can I send Reminders via text?","Can Reminders come to my phone?","How do I ensure I don't forget a meeting?","How do I make sure my client doesn't miss an Appointment?"],"reducedSearchTermSet":["appoint remind","_0 set remind appoint","_0 make remind appoint","can send remind vium text","can remind come phone","_0 ensur don't forget meet","_0 make sure client doesn't mi appoint"],"relatedTopicSet":["actions\/reminders","metrics\/reminders"],"ID":"43","ParentID":"19"},"appointments\/pastReports":{"slug":"pastReports","slugPath":"appointments\/pastReports","name":"Past Appointment Reports","article":"<div><div>The Past Appointment Report allows you to see a variety of Appointment-related information. For example, you may want to see which&nbsp;<a href=\"appointments\/types\/reminders\" class=\"toArticle\">Appointment Type<\/a>&nbsp;is\n most frequently booked by your clients or which clients cancel more often.&nbsp;<\/div><br \/><div>From the Home Screen, click the <em>Appointments<\/em> tab, then click the <em>Past<\/em>&nbsp;tab. Set the date range and filter the report by either all clients or a particular client:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_5.15.20pm.png\" height=\"604\" width=\"999\" class=\"center unrounded stroke\" alt=\"screenshot_2024-05-27_at_5.15.20pm.png\" \/><\/div><div><br \/><\/div><div>Clicking the Gear Wheel icon allows you to filter the report further to show non-canceled, canceled, or all Appointments and to include inactive clients:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_5.15.47pm.png\" height=\"263\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-27_at_5.15.47pm.png\" \/><\/div><div>Once you make all your selections, click Load to generate the report.&nbsp;<\/div><br \/><div>Hovering over a specific appointment and clicking the gear wheel lets you do a few things,&nbsp;<span>such as modify, cancel, and delete. If the client is in an engagement, you'll also have the 'verified state...' option<\/span>:&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_5.17.18pm.png\" height=\"247\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-27_at_5.17.18pm.png\" \/><\/div><br \/><div>If you need to uncancel an appointment, you can do that as well:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_5.22.34pm.png\" height=\"171\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-27_at_5.22.34pm.png\" \/><\/div><br \/><div>The icon next to the \"Length\" lets you quickly view the&nbsp;<a href=\"sessionNotes\" class=\"toArticle\">Session Note<\/a>&nbsp;that coincides with that Appointment date and time:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_5.24.28pm.png\" height=\"113\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-27_at_5.24.28pm.png\" \/><\/div><br \/><div>You can click the CSV button to download the report or the print icon to print to PDF or through your printer:<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_5.26.15pm.png\" height=\"703\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-27_at_5.26.15pm.png\" \/><\/div><br \/><h2>Alternative Location for Viewing Past Appointments<\/h2><div>You can also access a specific client's Past Appointment Report from their client page by clicking 'view past' from the left-hand side under Appointments:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_5.28.31pm.png\" height=\"610\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-05-27_at_5.28.31pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Past Appointment Reports","How can I see a report on my appointments?","How can I view which clients cancel the most often?","How can I see which clients make the most appointments?","How can I figure out who I meet with the most?","Is there a report that shows all my past appointments?","What reports are available in CoachAccountable?","Where can I see a list of all my past meetings?","How do I see all the appointments that have happened already?","Cancel past appointment","Cancel previous appointment","Delete appointments","Delete multiple appointments","Previous Appointments","Past Appointments"],"reducedSearchTermSet":["past appoint report","_0 see report on appoint","_0 view which client cancel most often","_0 see which client make most appoint","_0 figur out who meet with most","there report that show all past appoint","what report ar avail in coachaccount","_0 see list all past meet","_0 see all appoint that have happen alreadi","cancel past appoint","cancel previou appoint","delet appoint","delet multipl appoint","previou appoint","past appoint"],"relatedTopicSet":["clients\/engagement"],"ID":"45","ParentID":"19"},"actions\/completing":{"slug":"completing","slugPath":"actions\/completing","name":"Completing Actions","article":"<div>A completed Action is evidence that your coaching is making a tangible, real-world impact.<\/div><br \/><h2>Marking an Action Done In-App<\/h2><div>The basic way to mark Actions complete is right within CoachAccountable. Click the checkbox found on the left side of each Action. Then, click&nbsp;<em>Add details... <\/em>if desired.<em>&nbsp;<\/em><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_2.36.44pm.png\" height=\"435\" width=\"746\" class=\"center\" alt=\"screenshot_2024-10-14_at_2.36.44pm.png\" \/><\/div><div>If needed, adjust the date and time when the Action was actually completed, add an optional comment, then click&nbsp;<em>Mark Done<\/em>.<\/div><br \/><div>Double-clicking an Action marks an Action done without having to fill in any of the above.&nbsp;<\/div><br \/><h2>Marking Actions Complete Via Email<\/h2><div>Your client can also mark actions complete by replying to reminder emails. They can mark an Action done immediately by replying to the email with the following:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/actions_-_done.png\" height=\"32\" width=\"332\" class=\"none dropShadow\" alt=\"actions_-_done.png\" \/><br \/><\/div><br \/><div>They can also indicate <em>when<\/em> it was done, like so:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/actions_-_done_with_timing.png\" height=\"57\" width=\"333\" class=\"none dropShadow\" alt=\"actions_-_done_with_timing.png\" \/><br \/><\/div><br \/><div>If they'd like to add a comment, it's done on a new line:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/actions_-_done_email_timing_with_comment.png\" height=\"102\" width=\"332\" class=\"none dropShadow\" alt=\"actions_-_done_email_timing_with_comment\" \/><br \/><\/div><br \/><h2>Marking Actions Complete Via SMS Text Message<\/h2><div>Marking an Action complete by replying to a text message works similarly, but because text is more primitive your clients can't supply the date the Action was done. So your replies will look like:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/actions_-_done.png\" height=\"32\" width=\"332\" class=\"none dropShadow\" alt=\"actions_-_done.png\" \/><br \/><\/div><br \/><div>Or like this:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/actions_-_done_texting.png\" height=\"77\" width=\"333\" class=\"none dropShadow\" alt=\"actions_-_done_texting.png\" \/><br \/><\/div><br \/><div>If your clients reply to an action&nbsp;<strong>without<\/strong>&nbsp;a recognized \"done\" or \"cancel\" command, they'll receive a friendly email or text in reply letting them know why their response can't be accepted.<br \/><br \/><h2>Cancelling an Action via Email or SMS Text<\/h2>If your clients reply with \"x\" or \"cancel\", the Action will be moved from the \"current\" tab and into the \"past\" tab, and marked as canceled.&nbsp;<\/div>","inAppPage":"","searchTermSet":["Completing Actions","How do I mark an Action done?","How do I complete an Action?","How do I tell the system a client finished an Action?","Can my clients use email or phone to mark an Action done?","How do my clients use email or phone to mark an Action complete?","How do I add comments to a completed Action?","Can I mark an Action done through text?"],"reducedSearchTermSet":["complet action","_0 mark action done","_0 complet action","_0 tell system client finish action","can client us email or phone mark action done","_1s us email or phone mark action complet","_0 add comment complet action","can mark action done through text"],"relatedTopicSet":[""],"ID":"48","ParentID":"46"},"actions\/actionReminders":{"slug":"actionReminders","slugPath":"actions\/actionReminders","name":"Action Reminders","article":"<div>Email or SMS text reminders for&nbsp;<a href=\"actions\" class=\"toArticle\">Actions<\/a>&nbsp;fire off to your client on schedule, which helps keep awareness up between sessions. It's also easy to mark an Action complete: all your clients have to do is reply \"done\" to the reminder.<\/div><br \/><div>When creating an Action, choose the exact minutes, hours, days, or weeks <strong>before the Action is due<\/strong> to have your reminders sent. You can set as many as you'd like:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-06-04_at_2.04.40PM.png\" height=\"943\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-06-04_at_2.04.40PM.png\" \/><\/div><div>If you'd like to remove any reminders, just hover over it and click the X at the far right.<\/div><div><br \/><\/div><div>\nYou can modify Reminders on already assigned Actions by hovering over the Action and clicking the Modify icon on the right-hand side:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-06-04_at_2.06.14PM.png\" height=\"254\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-06-04_at_2.06.14PM.png\" \/><\/div><div><br \/><\/div><h2>Marking Actions Complete via Reminders<\/h2><div>The great thing about reminders for Actions is that your client can mark an Action complete simply by responding \"done\" to the email or text reminder: no logging in required. Any additional text will be added as comments.&nbsp;<a href=\"actions\/completing\" class=\"toArticle\">More on Completing Actions here.<\/a><br \/><\/div>","inAppPage":"","searchTermSet":["Action Reminders","What is the best way to remind clients to do an Action?","How do I make sure clients don't forget to complete an Action?","How can I manage different Action due dates?","How do Action reminders work?"],"reducedSearchTermSet":["action remind","what best wai remind client action","_0 make sure client don't forget complet action","_0 manag differ action due date","action remind work"],"relatedTopicSet":[""],"ID":"50","ParentID":"46"},"actions\/projects":{"slug":"projects","slugPath":"actions\/projects","name":"Action Projects","article":"<div>An Action Project is a way to group related actions into a single project. Grouping Actions together as a project breaks down larger efforts into smaller and more manageable tasks, which is preferable to having a long list of Actions that have a common due date.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_4.21.14PM.png\" height=\"613\" width=\"798\" class=\"center\" alt=\"Screenshot_2025-09-18_at_4.21.14PM.png\" \/><\/div><div>Tying a new Action to a new (or existing) project is a snap. Just choose an existing project from the drop-down menu, or create a new one simply by giving it a name:<\/div>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_4.12.59PM.png\" height=\"739\" width=\"738\" class=\"center\" alt=\"Screenshot_2025-09-18_at_4.12.59PM.png\" \/><\/div><h2 style=\"font-weight:700;color:rgb(74,74,74);\">Weight<\/h2><div>\"Weight\" is a way to tell CoachAccountable how much each action contributes to the overall progress of the project. It determines how much of the progress meter is filled up when the action is marked complete. Actions that are<strong> more important<\/strong> and\/or entail more work should be given <strong>greater weights<\/strong>. Quicker or<strong> less significant<\/strong> Actions get<strong> smaller weights.&nbsp;<\/strong><\/div><br \/><div>You can think of weight as being on a 10-point scale, but it can represent whatever scheme you like. For example, projects with contract line items can have actions that mirror those line items with weights that match the dollar amount of those line items.&nbsp;<\/div><br \/><div><div>An Action Project's progress meter shows the percentage of the project that's complete. Hover your mouse over any of the completed slices of the progress meter to see details about the corresponding action.<\/div><\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_4.20.17PM.png\" height=\"619\" width=\"805\" class=\"center\" alt=\"Screenshot_2025-09-18_at_4.20.17PM.png\" \/><\/div><h2 style=\"font-weight:700;color:rgb(74,74,74);\">Modifying an Action Project<\/h2><div>To edit an Action Project, hover over the Action Project and click the edit icon on the upper right-hand portion:&nbsp;<br \/><\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_4.23.00PM.png\" height=\"71\" width=\"774\" class=\"center\" alt=\"Screenshot_2025-09-18_at_4.23.00PM.png\" \/><\/div><div>By editing the Action Project, you can set a description for it, as well as set weights and update due dates in bulk for all of the Actions in the project.<br \/><\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_4.24.32PM.png\" height=\"873\" width=\"696\" class=\"center\" alt=\"Screenshot_2025-09-18_at_4.24.32PM.png\" \/><\/div><h2>Deleting an Action Project<\/h2><div>Choose to keep the Actions in the project as standalone Actions, meaning the client still needs to do them, but they won't be a part of the project, or to delete the Actions along with the project.<\/div><br \/><div>Note that this is a permanent deletion.<\/div>","inAppPage":"","searchTermSet":["Action Projects","How do I group Actions together?","How can I combine Actions?","How do I organize Actions into lists?","How do I make a list of related Actions?","What do weights in Action Projects mean?","How do I create a project of different Actions?","How do I relate Actions under a single umbrella?","Action Projects","projects","task list","action project"],"reducedSearchTermSet":["action project","_0 group action togeth","_0 combin action","_0 organ action into list","_0 make list relat action","what weight in action project mean","_0 creat project differ action","_0 relat action under singl umbrella","action project","project","task list","action project"],"relatedTopicSet":[""],"ID":"52","ParentID":"46"},"metrics\/setup":{"slug":"setup","slugPath":"metrics\/setup","name":"Setting up a Metric","article":"<div>A Metric tells CoachAccountable what you're tracking, the duration you'll be tracking, and, if fitting, the target you want to hit.<\/div><br \/><h3>Setting up a Metric - Basic setup<\/h3><div><\/div><div>Choose the client you want to create a Metric for, then click the&nbsp;<em>Metrics <\/em>tab from the Left Sidebar. To begin a new Metric, click the + next to Metrics or the&nbsp;<em>+Metric <\/em>button.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-28_at_11.00.50_am.png\" height=\"504\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-10-28_at_11.00.50_am.pn\" \/><\/div><br \/><div>The <em>Create a Metric<\/em> window will appear. Choose which&nbsp;<a href=\"metrics\/types\" class=\"toArticle\">type of Metric<\/a>&nbsp;you'd like to create:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-22_at_4.02.23pm.png\" height=\"421\" width=\"724\" class=\"center\" alt=\"screenshot_2024-04-22_at_4.02.23pm.png\" \/><\/div><div><span>Let's go through creating a new metric using a typical Measurement Metric as an example.&nbsp; Now, go through the prompts:<\/span><\/div><br \/><div><span><em><strong>What<\/strong><\/em>: Here, you define w<\/span>hatever you want to track over time. In this example, we're using Weight.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-22_at_4.06.53pm.png\" height=\"513\" width=\"690\" class=\"center\" alt=\"screenshot_2024-04-22_at_4.06.53pm.png\" \/><\/div><div><span><em><strong>When<\/strong><\/em>: Set the duration and how often data should be recorded. After selecting a start date, you&nbsp;<span>can either set a duration or choose an end date. In this example, we are doing a duration of 12 months (which sets the end date automatically).&nbsp; Frequencies that start on a day of the week, such as \"weekly on Mondays,\" are determined by your start date.<\/span><\/span>&nbsp;To change this, adjust the start date.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-22_at_4.15.32pm.png\" height=\"513\" width=\"689\" class=\"center\" alt=\"screenshot_2024-04-22_at_4.15.32pm.png\" \/><\/div><div><em><strong>Target<\/strong><\/em>: If fitting to do so, you can set a Target range for the Metric, and if getting higher or lower than the target values set is better.&nbsp;<span>CoachAccountable computes a target trend line based on these numbers, providing a way to see if performance is on track to hit the end goal.&nbsp;<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-22_at_4.10.19pm.png\" height=\"514\" width=\"691\" class=\"center\" alt=\"screenshot_2024-04-22_at_4.10.19pm.png\" \/><em><strong>Reminders<\/strong><\/em>:&nbsp;<a href=\"metrics\/metricReminders\" class=\"toArticle\">Reminders<\/a><span>&nbsp;are key to consistent tracking and performance. You can send these via email or&nbsp;<\/span><a href=\"FAQs\/textRemindersAlerts\" class=\"toArticle\">text (if available)<\/a>. You'll also pay attention to whether you want these sent on days a value should be entered or if a value hasn't been entered after a certain amount of time.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-22_at_4.22.13pm.png\" height=\"513\" width=\"686\" class=\"center\" alt=\"screenshot_2024-04-22_at_4.22.13pm.png\" \/><\/div><div><em><strong>Finish Up<\/strong><\/em>: Here, you'll set visibility and determine if you allow the client to modify or delete the Metric. You can set up having&nbsp;<a href=\"metrics\/setup\/pipingInFromWorksheets\" class=\"toArticle\">data piped in from a Worksheet<\/a>.<\/div><div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-22_at_4.25.07pm.png\" height=\"537\" width=\"787\" class=\"center\" alt=\"screenshot_2024-04-22_at_4.25.07pm.png\" \/><\/div><\/div><div>Now, click Finish and you're off to the races!<\/div><br \/><div>You can modify your Metric anytime <span>to change the basic setup you did through the prompts.<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-22_at_4.28.55pm.png\" height=\"478\" width=\"843\" class=\"center\" alt=\"screenshot_2024-04-22_at_4.28.55pm.png\" \/><\/div><div>You'll adjust Data Entry to be either Regular (no running total) or Cumulative (keep a running total) here, as well.&nbsp;&nbsp;<em>Regular is an all-purpose method for data entry, while cumulative works well for sales and other measurable productivity.<\/em><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-22_at_4.31.36pm.png\" height=\"992\" width=\"830\" class=\"center\" alt=\"screenshot_2024-04-22_at_4.31.36pm.png\" \/><\/div><div><div>You can also modify how the graph looks in Display.&nbsp;<a href=\"metrics\/setup\/displayOptions\" class=\"toArticle\">See this article for more information.<\/a><\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-22_at_4.34.30pm.png\" height=\"1095\" width=\"802\" class=\"center\" alt=\"screenshot_2024-04-22_at_4.34.30pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Setting up a Metric","How do I setup a Metric?","How do I make a Metric?","How do I create a new Metric?","How do I change the frequency of my Metric?","How do I set goals for a Metric?","Where can I set targets for a Metric?"],"reducedSearchTermSet":["set up metric","_0 setup metric","_0 make metric","_0 creat new metric","_0 chang frequenc metric","_0 set goal metric","_0 set target metric"],"relatedTopicSet":["metrics\/types"],"ID":"56","ParentID":"54"},"metrics\/setup\/displayOptions":{"slug":"displayOptions","slugPath":"metrics\/setup\/displayOptions","name":"Display Options","article":"<div>CoachAccountable Metrics is meant to give a visual representation of your clients' performance towards some predetermined target. Seeing one's performance in real time is a powerful thing. It's important to present the data in a way that's easily understandable, and that keeps a client focused and motivated.&nbsp;<\/div><div>&nbsp;<\/div><div>The way the graph looks matters: A steeper trend line makes progress more dramatic. A graph that shows only a few days into the future can be effective in reminding your client to truly take a task one day at a time. You can change a Metric's display options both during and after setup.<\/div><br \/><h3>Changing a Metric's display options<\/h3><div><\/div><br \/><div>You can change a Metric's display options when first&nbsp;<a href=\"metrics\/setup\" class=\"toArticle\">setting up a Metric<\/a>&nbsp;and when editing one. To edit a Metric, click the <em>Edit a Metric<\/em>&nbsp;button for a specific Metric.&nbsp; &nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_4.42.06PM.png\" height=\"460\" width=\"847\" class=\"center\" alt=\"Screenshot_2025-09-18_at_4.42.06PM.png\" \/><\/div><div>Then, scroll down to the Target section and click <em>Modify display options<\/em>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_4.44.03PM.png\" height=\"882\" width=\"867\" class=\"center\" alt=\"Screenshot_2025-09-18_at_4.44.03PM.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-28_at_1.02.19_pm.png\" height=\"0\" width=\"0\" class=\"center\" alt=\"screen_shot_2021-10-28_at_1.02.19_pm.png\" \/><\/div><div>The window will expand, and you will be presented with a few different options.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_4.46.21PM.png\" height=\"256\" width=\"715\" class=\"center\" alt=\"Screenshot_2025-09-18_at_4.46.21PM.png\" \/><\/div><div>Though the effects of these options will vary based on the type of Metric you're tracking, and your current data, here's a general description of what they do:<\/div><br \/><div><span style=\"text-decoration:underline;\">Show at most X days into the future<\/span> - This lengthens or shortens the graph based on how far into the future you want to display.<\/div><br \/><div><span style=\"text-decoration:underline;\">Automatically scale the y-axis<\/span>&nbsp;- The default option adjusts the vertical axis based on a combination of your target trend line, current data, and how far into the future you choose to display.<\/div><br \/><div><span style=\"text-decoration:underline;\">Always include zero in the y-axis<\/span>&nbsp;- No matter how large or small your Target or current data are, zero will always be included. This could lead to a stretched-out graph with tiny headings if any of the numbers are far from zero.<\/div><br \/><div><span style=\"text-decoration:underline;\">Fit to data values on the y-axis<\/span>&nbsp;- This sets the upper limit of your y-axis to your highest value and the lower limit of the y-axis to your lowest value. You can use this option to make your target trend line steeper, which makes progress look more dramatic.<\/div><br \/><div><span style=\"text-decoration:underline;\">Show between X and Y on the y-axis<\/span>&nbsp;- This option allows you to set the upper and lower limit of the graph to values of your choice. You can also use this option to make your target trend line steeper.<\/div><br \/><div>Enabling the quick toggle between regular and cumulative makes a link appear, and when clicked, allows you to quickly toggle between the two data entry settings:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_4.47.27PM.png\" height=\"457\" width=\"841\" class=\"center\" alt=\"Screenshot_2025-09-18_at_4.47.27PM.png\" \/><\/div><div>By default, CoachAccountable takes its best shot at displaying a Metric. If the graph doesn't look exactly right, don't be afraid to play around with the display options.<\/div>","inAppPage":"","searchTermSet":["Display Options","How do I change the way the Metrics graph looks?","How do I make the target trend line steeper?","How do I show only a certain amount of days into the future?","How do I fix a Metric graph, it doesn't look right?","How do I always include zero in a Metrics graph?","How do I exclude zero in a Metrics graph?","How do I make the Metrics graph look less squished?","How do I change the y-axis to be between two specific numbers?","How do I quickly switch between cumulative and normal data entry?","How do I toggle between running total and regular?"],"reducedSearchTermSet":["displai option","_0 chang wai metric graph look","_0 make target trend line steeper","_0 show onli certain amount dai into futur","_0 fix metric graph doesn't look right","_0 alwai includ zero in metric graph","_0 exclud zero in metric graph","_0 make metric graph look le squish","_0 chang y axi be between two specif number","_0 quickli switch between cumul and normal datum entri","_0 toggl between run total and regular"],"relatedTopicSet":[""],"ID":"58","ParentID":"56"},"metrics\/setup\/pipingInFromWorksheets":{"slug":"pipingInFromWorksheets","slugPath":"metrics\/setup\/pipingInFromWorksheets","name":"Piping in from Worksheets","article":"<div>Let\u2019s look to the next level of power in using <a href=\"worksheets\" class=\"toArticle\">Worksheets<\/a>: setting them up to have your clients\u2019 answers feed into their Metrics.<br \/><\/div><br \/><div>This is a bit abstract, so let\u2019s consider a concrete example to see how this is useful.<\/div><br \/><div>A quick warning before we dive in: the ideas to follow are the stuff of putting a lot of features of CoachAccountable together to make elaborate, sophisticated setups to serve your coaching clients. &nbsp;<strong>It is cool stuff<\/strong>, but requires a certain familiarity with some of the basic building blocks of the system, like&nbsp;<a href=\"actions\" class=\"toArticle\">Actions<\/a>,&nbsp;<a href=\"courses\" class=\"toArticle\">Courses<\/a>,&nbsp;and <a href=\"metrics\" class=\"toArticle\">Metrics<\/a>.&nbsp; If you\u2019re familiar with these things already, then you\u2019re set, and might be delighted to learn of the fancy, integrated, and automated setups that are possible.&nbsp; If you\u2019re NOT familiar, you might want to learn those basics first (though reading on here may serve as good motivation for that learning!).<\/div><br \/><div>Right then, let\u2019s dive in.<\/div><br \/><div>Say you offer your clients a 3-month program. &nbsp;It could be business coaching, a nutrition program, sales training, or any number of other variations. &nbsp;Whatever it is, you know that for them to get the most out of the program, it\u2019s a good idea for your program participants to keep up with several daily practices. &nbsp;Say, for example, you encourage them every day to:<\/div><div><ul><li>Exercise for 20 minutes<\/li><li>Call or email someone important in their life just to catch up<\/li><li>Take at least 10 minutes of quiet time<\/li><li>Write in their gratitude journal<\/li><\/ul>\n<\/div><div>You might have more, fewer, or different practices for your participants to take on as part of their program with you. Whatever they are, there are several that are useful, and you want to support your people in having these be regular, daily habits.<\/div><br \/><div>To a large extent, these are like Action items to do every day. &nbsp;But doing these as Actions would be cumbersome for both you and clients, and clutter up the Actions tab with largely redundant stuff anyway\u2013not a great fit.<\/div><br \/><div>Metrics would be good: a Binary Metric to track the things that you either did or you didn\u2019t (like the journaling and calling a friend), and a Measurement Metric to track exactly how much you did of a practice (like how many minutes spent exercising and taking quality time).<\/div><br \/><div>But reporting on many Metrics every day can be a cumbersome task: you don\u2019t want to flood your client with too many Metric Reminders on a daily basis, either by email or text, to get their numbers all in each day.&nbsp; (Incidentally, this point also applies to a series of Metrics you might have them track, which have nothing to do with daily practices, but instead more regular performance tracking.&nbsp; The scenario of tracking numerous Metrics of any kind is applicable to everything that is to follow in this lesson.)<\/div><br \/><div>Here\u2019s where a Worksheet comes into play: something like a daily checklist for clients to fill out, allowing them to quickly report on their daily practices (and more generally, any daily Metrics). &nbsp;Here\u2019s a Worksheet Template made to do this:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_10.45.02AM.png\" height=\"851\" width=\"776\" class=\"center\" alt=\"Screenshot_2025-09-19_at_10.45.02AM.png\" \/><\/div><div>Simple worksheet, right? &nbsp;Should be a snap to fill out, and effectively has clients reporting on how they did on their daily practices (and perhaps more importantly, merely being presented with this worksheet goes a long way to remind\/encourage them to actually DO these practices\u2013who wants to fill out goose eggs?).<\/div><br \/><div>Now then: wading through a stack of Worksheets to see overall performance would be a slog, tough to gauge how a given individual is doing over time. &nbsp;This is where having these tracked as Metrics is ideally suited.&nbsp; So let\u2019s look at how to pipe the answers from this daily checklist into Metrics, which can span our 3-month program.<\/div><br \/><div>The key here to linking a Worksheet to one or more Metrics is the <strong>name<\/strong> we give to the inputs. &nbsp;See the name given to the first question:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.08.17AM.png\" height=\"632\" width=\"713\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.08.17AM.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-28_at_1.12.53_pm.png\" class=\"center\" alt=\"screen_shot_2021-10-28_at_1.12.53_pm.png\" width=\"0\" height=\"0\" \/><\/div><div><em>exerciseMinutes<\/em> is the name we gave to the first input. &nbsp;Let\u2019s go now and&nbsp;<a href=\"metrics\/setup\" class=\"toArticle\">create a Metric<\/a>&nbsp;for tracking those minutes of exercise, and set it up so that the filling out of this daily worksheet causes the corresponding daily data point to be reported.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.11.49AM.png\" height=\"468\" width=\"649\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.11.49AM.png\" \/><\/div><div>The key here is the little \u201cPipe data into this Metric from a worksheet\u2026\u201d link. &nbsp;Give that a click, and we\u2019re presented with the option of WHICH worksheet input should pipe into this Metric, taken from the input names that are present within our Form-Based Worksheets. No need to remember what we named our inputs when we made the template; we're given options to choose from:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.16.17AM.png\" height=\"303\" width=\"372\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.16.17AM.png\" \/><\/div><div>For this Exercise-tracking Metric we want the <em>exerciseMinutes<\/em> input, which is effectively telling CoachAcccountable \u201cWhenever a worksheet is submitted with an input named <em>exerciseMinutes<\/em> as part of it, please take whatever was filled in to that input and make a Metric data point out of it.\u201d<\/div><br \/><div>Since we picked the \u201cMust be a whole, positive number\u201d option for validation (see the \u201cEdit Form Input\u201d figure above), we can be assured that whatever is typed in by your clients for that input will be a sensible data value for this Metric.<\/div><br \/><div>Metric data points of course are always tied to a date, and the date of a Metric data point (as piped in from a Worksheet) will always match the date that that Worksheet was assigned. &nbsp;So when your client fills out their Wednesday Worksheet, even if they mark it complete one or more days later, doing so will fill in Metric data points for that Wednesday.<\/div><br \/><div>We setup 3 other Metrics to track our other 3 practices: reaching out, taking quiet time, and gratitude journaling. &nbsp;In each case we choose the right input name from which we\u2019ll be piping worksheet values in.<\/div><br \/><div>We assign our client the worksheet, and she fills it in like so:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.21.08AM.png\" height=\"693\" width=\"602\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.21.08AM.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/5.-client-completed-daily-no-comments.png\" class=\"center\" alt=\"5.-client-completed-daily-no-comments.pn\" width=\"0\" height=\"0\" \/><\/div><div>Then, almost like magic, the data points for the 4 Metrics are filled in:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.22.15AM.png\" height=\"938\" width=\"617\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.22.15AM.png\" \/><\/div><div>Kinda fun.<\/div><br \/><div><h3>Piping In Comments<\/h3><\/div><div>One of the things that makes Metrics so powerful is that, in addition to the raw number for a given day, they allow your clients to add a brief comment on that number, which helps to tell the story behind a particular set of results.<\/div><br \/><div>But when Metric data is piped in from our example Worksheet as we have set up, there\u2019s really no place for your clients to type in comments to accompany the numeric values they\u2019re entering.<\/div><br \/><div>Let\u2019s fix this by augmenting our Worksheet with inputs for clients to add comments:<br \/>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_10.46.14AM.png\" height=\"816\" width=\"773\" class=\"center\" alt=\"Screenshot_2025-09-19_at_10.46.14AM.png\" \/><\/div><div>The names of our new input items were crafted so that a comment can easily accompany them into a Metric.&nbsp; Simply choose the option 'This is meant to be a comment on..' for the comment form item. !~<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.24.12AM.png\" height=\"538\" width=\"589\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.24.12AM.png\" \/><\/div><div>Right then, we\u2019ve got our modified Worksheet all set up to capture values for our 4 Metrics, PLUS comments on each. Let\u2019s (magically fast-forward one day and) assign it to our client for reporting:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.26.41AM.png\" height=\"784\" width=\"626\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.26.41AM.png\" \/><\/div><div>Sure enough, when the Worksheet is completed, our Metrics are updated once more, this time with comments filled in to match what our client filled in on the Worksheet.&nbsp;<\/div><br \/><div>Here\u2019s what the exercise Metric looks like now:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.28.23AM.png\" height=\"417\" width=\"832\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.28.23AM.png\" \/><\/div><br \/><div><h3>Inferred Values and Comments<\/h3><\/div><div>When our client typed a \u201c45\u201d into the <em>exerciseMinutes<\/em> input, it follows naturally that that was recorded as a 45 in the corresponding Metric. &nbsp;Type in a number, the number is recorded. &nbsp;But what about other kinds of form inputs, can the system infer Metric values from them as well?<\/div><br \/><div>Yep.<\/div><br \/><div>In the above, we\u2019ve already seen one example of an inferred value: the single check boxes.&nbsp; When checked, it registers as 1; when not checked, it registers as 0.&nbsp; This works quite perfectly for having a single check box input pipe into a Binary Metric.<\/div><br \/><div>Similarly, if you don\u2019t add a companion _comment input, the system can still infer a useful comment to add to Metric data points. &nbsp;(Not as good as something thoughtfully typed in by your client, but better than nothing!)<\/div><br \/><div>Let\u2019s look at the full set of rules by which this works, broken down by input type:<\/div><br \/><div><strong>Simple Text<\/strong><\/div><br \/><div>As said above, simple text boxes glean their number from whatever is typed in. &nbsp;If it\u2019s not just a number (but instead contains some other, non-numeric text), the system will try to pluck a number out of whatever was typed. &nbsp;For example, if your client types \u201cI ran 12 miles!\u201d CA will pull out 12 as the Metric number. &nbsp;If they type \u201cI ran twelve miles!\u201d then well, sorry: I hereby confess the dirty secret, that CA doesn\u2019t actually speak English.<\/div><br \/><div><strong>Multi-Line Text Boxes<\/strong><\/div><br \/><div>As a form input usually reserved for free-flowing written answers, multi-line text boxes would usually be a poor fit for getting some sort of number out for the purposes of a Metric. &nbsp;But there is one use case that fits nicely: if you are prompting folks to type in a list of something, when how many items in that list is a useful number.<\/div><br \/><div>For example:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.31.22AM.png\" height=\"114\" width=\"298\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.31.22AM.png\" \/><\/div><br \/><div>In this case, if you hooked this input up to a Metric, the above answer would register as a 3, and the inferred comment would be \u201cDave, Ed, Sally\u201d.<\/div><br \/><div><strong>Dropdown Menus<\/strong><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.35.46AM.png\" height=\"202\" width=\"382\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.35.46AM.png\" \/><\/div><div>With dropdown menus, the system will first and foremost try to grab a number out of the option that was chosen.&nbsp; In the example above, 8 is a clear winner.<\/div><br \/><div>If a number cannot be pulled from the text of the chosen option, CA will mark down WHICH option was chosen relative to the ordering of all options presented.&nbsp; In other words, if the first option is chosen, that\u2019s a 1, if the second option is chosen, that\u2019s a 2, and so on.<\/div><br \/><div><strong>Check boxes<\/strong><\/div><br \/><div>Take a look at the following two examples, and see if you can guess what CA would assign for each:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.40.41AM.png\" height=\"230\" width=\"557\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.40.41AM.png\" \/><\/div><br \/><div>For the fruits question, 4 of the boxes are checked, so that would pipe into a Metric as 4.&nbsp; The comment, if not coming from a separate _comment input, would be \u201cApples, Cherries, Durian, Fig\u201d.<\/div><br \/><div>In the second one, there are numbers present in each of the options, so CA will use those to add up a total value for the collection of check boxes, counting only those boxes that have been checked. &nbsp;So it would compute as 5 + 30 + -2 = 33 total. &nbsp;The inferred comment would be \u201cStretch, Go dancing, Eat a corn dog\u201d (in some, but not all, cases the system is smart enough to strip off the points portion to make it read a little more human).<\/div><br \/><div>In case you were wondering, if some check boxes have a number in them and others don\u2019t, the number will be used when present, and otherwise a checked check box will contribute a one. &nbsp;So yeah, feel free to mix-and-match.<\/div><br \/><div><strong>Radio Buttons<\/strong><\/div><br \/><div>Again, see the following examples and guess:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.43.14AM.png\" height=\"252\" width=\"545\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.43.14AM.png\" \/><\/div><div>The first set of radio buttons lacks any numeric values, so the index of the chosen item is what would be piped into a Metric. &nbsp;In this case, \u201cGood\u201d is the 4th option, so it would be a 4. &nbsp;The inferred comment would be \u201cGood\u201d.<\/div><br \/><div>The second set of radio buttons has numbers in the options, so here CA gloms onto those numbers.&nbsp; In this case, 5 would be the Metric value, even though it\u2019s the 3rd option.&nbsp; \u201cMedium awesome\u201d is the inferred comment, as CA is often smart enough to strip off the comment and extraneous punctuation (in this case, the dash that separates the number from the label).<\/div><br \/><div><h3>Putting it all together with a Course<\/h3><\/div><div>At this point, now we know how to set up a Worksheet to capture daily reporting (on our positive habits, and more broadly anything to be tracked regularly as a Metric), and how to pipe what our client fills in into one or more Metrics, including thoughtful comments to make this tracking be more informative than just numbers.<\/div><br \/><div>No,w make this super easy for ourselves, let\u2019s make it so CA will send out that Worksheet to our clients daily, so that we don\u2019t have to (\u2018cuz yeesh, right? &nbsp;How much work would that be over 3 months?).<\/div><br \/><div>To do this, let's create a Course. Hop over to the Home Screen &gt;&gt; <em>Courses <\/em>&gt;&gt; then click&nbsp;<em>+Course.<\/em><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.47.03AM.png\" height=\"502\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.47.03AM.png\" \/><\/div><div>Then we put our Worksheet as an item to go out on Day 1. &nbsp;We tune things to be just right for the stuff of a daily reporting ritual: we have it send out at 11am in order to let some of the day pass, so that they\u2019ll have something to report on (though you could make a case for both earlier and later), we make it due zero days later (i.e. due on the same day) and due late in the day (9pm, but perhaps 11:59pm would be a more suitable leniency?), and we\u2019ll have the system send \u2019em a text reminder one hour before it\u2019s due, JUST IN CASE they haven\u2019t already marked it complete by then (if they have, of course, the reminder will not be sent).<\/div><br \/><div>We notify the client with a nice little message that includes the [loginLink], which is a magical way to put them just one click away from having the worksheet front and center, ready to work on with no fuss (any friction we can remove from our clients actually getting around to filling out the worksheet goes a long way towards ensuring that they actually do, so this is key).<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.50.28AM.png\" height=\"948\" width=\"669\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.50.28AM.png\" \/><\/div><div>This looks good, so we hit <em>Save<\/em>. &nbsp;Now we hit the little \u201cclone\u201d icon in the lower left corner of our perfect little Worksheet assignment, and with a few clicks, clone this item down the line, effectively telling CA to send out and manage this worksheet assignment for all 90 days of this course.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.51.29AM.png\" height=\"360\" width=\"665\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.51.29AM.png\" \/><\/div><div>At this point, we now have a Worksheet that will be sent to our client every day for 90 days, prompting them in the simplest possible fashion to go and report on their performance for the day.<\/div><br \/><div>The last step in building our Course is to add the Metrics to Day 1. &nbsp;This will have the effect of setting up the standard Metrics that our 90 daily Worksheets will be piping into.&nbsp; Doing it here means it will be instantly done for every participant who enters our 3-month program.<\/div><br \/><div>Here\u2019s what our Exercise Metric looks like as part of our course:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.52.54AM.png\" height=\"1034\" width=\"693\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.52.54AM.png\" \/><\/div><br \/><div>Things of note include a duration of 90 days, a perfect match for how many daily Worksheets will go out. &nbsp;The everyday frequency is what we intend, and we\u2019re piping in from the worksheet value of <em>exerciseMinutes<\/em>, which lines up with the Worksheet input name.<\/div><br \/><div>We DON\u2019T set a reminder because sending out the Worksheet is prompt enough: a reminder for any specific Metrics would be redundant.&nbsp; Similarly, there\u2019s probably no need to send a notification of this Metric: the Worksheet sent out is notification enough that this Metric (and the others) have been set in motion.<\/div><br \/><div>Right then, that\u2019s the setup of our Course.&nbsp; We could (and in most cases, naturally would) build upon this Course to include everything else that comprises your 3-month program, including materials and assignments that are to go out for each of the weeks.&nbsp; But at this point, our Course is fully set to manage the Metrics to be tracked.<\/div><br \/><div>Back in the main Course tab, we can set the whole thing in motion for participants of our 3-month program with just a few clicks.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.54.23AM.png\" height=\"325\" width=\"374\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.54.23AM.png\" \/><\/div><div>Adding a participant has the effect of creating whichever Metrics are pertinent, and managing the daily Worksheets by which those Metrics will be reported on.<\/div><br \/><div>This is a bit off topic, but I\u2019d like to mention that if you really want to have some fun and it fits with your style, try putting a coaching Group into your course. &nbsp;A Group Course like this puts the members into what you might frame as a transparent competition to outperform one another on their regular Metrics (as you have the option to make ALL Metric performance, including aggregate and individual, transparently visible to each group member). &nbsp;Food for thought as you design your programs.<\/div><br \/><div>Holy moly, that was a lot\u2013good on you for sticking with it to the end.&nbsp;&nbsp;<\/div><div><br \/><\/div><div>To recap, you now know how to set up Worksheet answers to pipe into Metrics, which in turn makes possible the creation of highly automated tracking and recording of your clients\u2019 progress throughout your programs, and does so in a way that gently yet persistently nudges them to keep up on tracking (and thus accomplishing) that progress. &nbsp;<\/div><div><br \/><\/div><div>We\u2019ve looked at doing and reporting on a daily basis, but all of this can be modified to suit other frequencies, such as weekly, or just Monday through Friday, and so on.<\/div><br \/><div>This is powerful stuff. &nbsp;Wield it well, and your clients will enjoy a highly supportive program that is uncommonly results-centric, which they will typically recognize and appreciate within the first week.<\/div>","inAppPage":"","searchTermSet":["Piping in from Worksheets","How do I deal with multiple Metrics?","How do I pipe worksheet answers into Metrics?","Can I fill in Metrics using Worksheets?","Can Worksheet Data go into a Metric?","Can a Worksheet feed into a Metric?","How do I get my Worksheet to talk to a Metric?","How do I combine Worksheets, Metrics, and Courses?","How do I use Metrics in a Course?","How do I not annoy clients by sending multiple Metric Reminders?","Can worksheet comments pipe into Metrics?","How do I pipe worksheet comments into Metrics?","How does piping in from worksheets work?","Pipe data into Metric"],"reducedSearchTermSet":["pipe in from worksheet","_0 deal with multipl metric","_0 pipe worksheet answer into metric","can fill in metric us worksheet","can worksheet datum go into metric","can worksheet feed into metric","_0 get worksheet talk metric","_0 combin worksheet metric and cours","_0 us metric in cours","_0 not annoi client by send multipl metric remind","can worksheet comment pipe into metric","_0 pipe worksheet comment into metric","pipe in from worksheet work","pipe datum into metric"],"relatedTopicSet":["courses","courses\/building\/worksheets"],"ID":"59","ParentID":"56"},"metrics\/metricReminders":{"slug":"metricReminders","slugPath":"metrics\/metricReminders","name":"Metric Reminders","article":"<div>One challenge in coaching is getting clients to follow through with plans between sessions. Measuring progress is often a point of failure, and minimizing that failure is a win. To this end, make sure to set Reminders for a Metric. Reminders are regular emails or text messages that enable tracking without requiring a login to the system. They're a prime example of using software to make less work for clients, not more. Reminders turn tedious data entry into a quick task and tell the client that this Metric is important and that someone cares about the result.&nbsp;<br \/><br \/>Both you and your client can set or modify reminders for the Metric or Metrics you are working on. &nbsp;When turned on, you'll see the following options:<br \/>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_4.50.21PM.png\" height=\"160\" width=\"713\" class=\"center\" alt=\"Screenshot_2025-09-18_at_4.50.21PM.png\" \/>The main deciding aspect when reminders are sent is the frequency at which you're tracking your Metric.&nbsp; Sometimes you'll be tracking on a daily basis.&nbsp; Sometimes it will be a work thing, and so appropriate only on weekdays.&nbsp; Some are longer range, calling for a number on a weekly or even just monthly basis.<br \/><br \/>Most commonly, you'll want a reminder to be sent to you&nbsp;<strong>on the days when a data point is called for<\/strong>, which makes the \"on days when a value should be entered\" option perfect.&nbsp; In some instances (often when you're tracking a Metric on an arbitrary basis), the second option will be useful, to have the system to prompt you only every X days.<br \/><br \/>You can decide which time of day you would like the reminder sent,&nbsp;and if you're in the US or Canada and have entered your cell phone in your profile in the <em>My Account<\/em> page, you have the option to receive reminders via text or email (otherwise email is the default option).<br \/><h3><br \/>Responding to Reminders to Report Your Numbers<\/h3><\/div><div>The real beauty of Reminders for your Metrics is that they afford the client the opportunity to easily report a number--no logging in required.<br \/><\/div><br \/><p><strong>Reporting via Email<\/strong><\/p>\n<div>If you opt for email reminders, the client can simply reply with the number for that date plus an optional comment about the result.&nbsp; Leaving a comment is highly recommended.<br \/><br \/><\/div><p><strong>Reporting via Text<\/strong><\/p>\n<div>Reporting your numbers via text is very similar to replying to email reminders, save for one gotcha: you can only reply to the most recent text that was sent. So if your client has 3 metrics and the reminders all fire off via text at, say, 7pm, the system will think that any reply your client sends applies only to the third one.<br \/><br \/>To get around this, you can stagger the reminders in time, sending at, say, 7pm, 7:10pm, and 7:20pm. If your client has an email-enabled phone, your best option may be to simply choose email reminders, allowing the freedom to reply to each at their own pace and in any order.<br \/><\/div>","inAppPage":"","searchTermSet":["Metric Reminders","What is the best way to remind clients to fill in Metrics?","How do I make sure clients don't forget to enter their Metric numbers in?","How do I ensure clients enter their Metric data in?","How do Metric reminders work?","How do I remind clients to fill in their Metrics?","Can clients respond directly to Metric reminders?","Can I sent Metric reminders by text or email?","Can my clients get Metric reminders via phone?","Metrics and time zone"],"reducedSearchTermSet":["metric remind","what best wai remind client fill in metric","_0 make sure client don't forget enter their metric number in","_0 ensur client enter their metric datum in","metric remind work","_0 remind client fill in their metric","can client respond directli metric remind","can sent metric remind by text or email","can client get metric remind vium phone","metric and time zone"],"relatedTopicSet":["appointments\/reminders","worksheets\/reminders","actions\/actionReminders"],"ID":"60","ParentID":"54"},"metrics\/embedding":{"slug":"embedding","slugPath":"metrics\/embedding","name":"Embedding a Metric","article":"<div>CoachAccountable Metrics do a great job of making progress real and tangible between you and your client, but sometimes there are other interested parties who might like to see how things are unfolding.&nbsp;&nbsp;<\/div><br \/><div>By embedding Metrics elsewhere on the web (say your own website) you can share with the world or select individuals how things are unfolding within your coaching, and show off the real results your clients are getting.<br \/><br \/>Embedding a Metric is as simple as getting the embed code for it (a snippet of HTML) and having you or your web guy or gal put it in the right place.<br \/><br \/>You'll find the embed code for a given Metric by clicking its edit icon, found in the upper right corner of the Metric:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_2.51.42pm.png\" height=\"454\" width=\"826\" class=\"center\" alt=\"screenshot_2024-10-14_at_2.51.42pm.png\" \/><\/div><div>\nIn the Metric editor screen that appears, you'll find the embed code for the Metric at the very bottom:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_2.54.23pm.png\" height=\"111\" width=\"711\" class=\"center\" alt=\"screenshot_2024-10-14_at_2.54.23pm.png\" \/>\nOnce you've got the embed code, you've got the HTML you need to embed your CoachAccountable Metric in any way you choose.&nbsp;&nbsp;<\/div><br \/><div>This is a great way to, for example, showcase a real case study of results you've gotten working with a client in the past, something that will make clear to your prospective clients the sort of work you do.&nbsp;<\/div><br \/><div>You can even use it to build things like digital leader boards. Don't forget to have comments in the Metric, which will allow interested onlookers to get a more insightful look!<\/div><br \/><h2>Embedding Into Your CA Content<\/h2><div>It turns out you can embed a CA Metric elsewhere into your CA content, like in a Worksheet, Whiteboard, or Session Notes.&nbsp; Do this by using the usual&nbsp;<\/div><div><a href=\"general\/wysiwyg\/embedMedia\" class=\"toArticle\">embed media<\/a> functionality.<br \/><\/div>","inAppPage":"","searchTermSet":["Embedding a Metric","How do I display a Metric on my website?","How do I show a Metric on my website?","How do I embed a Metric on my website?","How can I send a third party a Metric?","How can I keep a third party updated on client progress?","How can I demonstrate coaching results online?","How do I create a leaderboard or scoreboard?"],"reducedSearchTermSet":["embed metric","_0 displai metric on websit","_0 show metric on websit","_0 emb metric on websit","_0 send third parti metric","_0 keep third parti updat on client progr","_0 demonstr coach result onlin","_0 creat leaderboard or scoreboard"],"relatedTopicSet":["general\/wysiwyg\/embedMedia"],"ID":"62","ParentID":"54"},"metrics\/template":{"slug":"template","slugPath":"metrics\/template","name":"Template Metrics with Courses","article":"<div>Metrics play a key role in helping your clients achieve tangible success through your coaching. The process of deciding what to measure and actually tracking it is a valuable one indeed, as the insights gained benefit both your current and future clients.<\/div><br \/><div>Like with most things, using Metrics is an exercise in experimentation. You'll find&nbsp;<a href=\"metrics\" class=\"toArticle\">plenty of resources to help you get started<\/a>, but it will take a couple of tries before you find a mix that works for your clients.&nbsp;<\/div><br \/><div>A few quick guidelines:<\/div><div><ul><li>Create a Metric or two for your clients so that from day one, something is being tracked<\/li><li>Keep it simple and create only a few to start. Less is more.<\/li><li>Combine the obvious tangible Metrics (sales, weight, etc.), with ratings Metrics (satisfaction, sense of purpose)<\/li><\/ul>\n<p>After you do come up with a set of Metrics you'd like to use with other clients (feel free to reach out to us if you'd like some ideas), the good news is that replicating those Metrics is a breeze.&nbsp;<a href=\"courses\" class=\"toArticle\">Courses allow you to create Metrics<\/a>&nbsp;you can use over and over again, with as many clients as wish.<\/p>\n<\/div><br \/><div>Template Metrics with Courses takes advantage of two key features that come with Courses: structuring and automation. Courses let you define the exact Metrics you want to use , letting you choose which day or step you'd like the Metric to start. And after you're satisfied with the set of Metrics you've created, assigning those Metrics to a client is as simple as adding the client to the Course.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_2.58.08pm.png\" height=\"1200\" width=\"645\" class=\"center\" alt=\"screenshot_2024-10-14_at_2.58.08pm.png\" \/><\/div><div>A detailed guide on Course Metrics&nbsp;<a href=\"courses\/building\/metrics\" class=\"toArticle\">can be found here<\/a>, but the gist of the process is dragging the <em>+ Metric<\/em> button onto the day or step you'd like the Metric to start on. The Create a Metric window for a Course is almost identical to the&nbsp;<a href=\"metrics\/setup\" class=\"toArticle\">normal, non-Course one.&nbsp;<\/a>&nbsp;The major difference here is the duration: Since the start date for the Metric is based on the participant, you'll define the duration in days instead of a discrete set of dates. A note: You do not have to clone your Metrics to match how long you'd like them to be, all that's needed is to set the duration when creating\/editing the Metric.<\/div><br \/><div>After you finish up creating your Metrics, all that's left to do to get your clients started on these Metrics is to assign them to the Course. Click <em>Add Participant<\/em>, then add the client or Groups you'd like to assign the Metrics to. The Metrics will deliver to the client just like a non-Course Metric, reminders and all.&nbsp;<\/div><br \/><div><strong>Examples of Template Metrics<\/strong><\/div><div>As mentioned above, it's always a good idea with clients to start building the habit of tracking performance from day one. A Course containing a couple of Template Metrics set to begin on day one is a wonderful way to show progression through your coaching relationship, right from the very beginning. Think about the key outcomes you want your client to achieve. How would your clients define progress in the context of your program? If nothing else, it's useful to track your clients' satisfaction with your coaching, on a scale you define (0 to 10, 10 being most satisfied).&nbsp;<\/div><br \/><div>If you have required materials as part of your program, it'd be helpful to measure the benefit of those materials on your clients through a Metric or two. The suggested method is to include your materials in the same Course as Worksheets or Files, and then have your Metrics be following items, which means that the Metrics only start after the client completes the Worksheet or downloads and views the file. If you have a general idea of when your clients will be going through those materials, but no concrete date, you could still template Metrics in a Course, placing the Metrics at times that more or less correspond with your materials.&nbsp;<\/div><br \/><div>As there is an infinite amount of things you can be tracking using Metrics, there are also many possible combinations of Template Metrics with Courses. You can choose to standardize Metrics at the beginning of a client program, towards the end, or at any point in between. Think of Metrics as the means by which you prove the worth of your coaching and your coaching resources. Metrics are based on quantifying performance, and clearly convey the story of your client's growth. Numbers don't lie! So continue to try Metrics out. Find out which ones are helpful and which ones aren't. Reduce and simplify if possible. And once you've got a combination that works, use Courses to create templates for your Metrics so that you can easily repeat your success.<br \/><\/div><p>&nbsp;<\/p>","inAppPage":"","searchTermSet":["Template Metrics with Courses","What are good Metrics to start with?","How do I deliver Metrics to clients at a later date?","How do I create templates for my Metrics?","How do I give the same Metric to multiple clients?","How do I copy a Metric and assign it to another client?","How do I give a Metric I made for one client to another client?"],"reducedSearchTermSet":["templat metric with cours","what ar good metric start with","_0 deliv metric client at later date","_0 creat templat metric","_0 give same metric multipl client","_0 copi metric and assign anoth client","_0 give metric made on client anoth"],"relatedTopicSet":["courses\/building\/metrics","courses\/building","metrics"],"ID":"63","ParentID":"54"},"worksheets\/templates":{"slug":"templates","slugPath":"worksheets\/templates","name":"Worksheet Templates","article":"<div>Worksheet Templates are your collection of stock worksheets that are common to your coaching style\/methodology\/programs.&nbsp;<\/div><br \/><div>Your account comes preloaded with templates that serve as examples of how you might create your own. You\u2019re welcome to use them as is, modify them to better suit your style, or delete them outright. <br \/><\/div><br \/><div>To access your Worksheet Templates, navigate to <em>Library &gt;&gt; Worksheet Templates.<\/em><em>&nbsp;<\/em>Here, you'll see your current Templates.&nbsp;<\/div><br \/><div>Select <em>+ Worksheet Template<\/em>&nbsp;to create a new Template:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.46.22pm.png\" height=\"623\" width=\"999\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.46.22pm.png\" \/><\/div><br \/><div>Create the Worksheet <a href=\"general\/wysiwyg\" class=\"toArticle\">through the WYSIWYG<\/a>,&nbsp;<a href=\"worksheets\/formBased\" class=\"toArticle\">using Forms as desired.<\/a>&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-24_at_3.57.36pm.png\" height=\"726\" width=\"904\" class=\"center\" alt=\"screenshot_2024-04-24_at_3.57.36pm.png\" \/><\/div><div>Towards the bottom of the window, you'll see an option to allow your clients to fill out the worksheet on their own without first assigning it to them.&nbsp; By checking this box, you are allowing clients to&nbsp;<a href=\"worksheets\/selfAssigned\" class=\"toArticle\">self-assign<\/a>&nbsp;this worksheet.<br \/><\/div><br \/><div>If you are using&nbsp;<a href=\"teamEdition\" class=\"toArticle\">Team Edition<\/a>, you'll also see the option to share the template with other coaches.<\/div><br \/><div>The icons on the bottom right allow you to print, clone, and delete the Template. When you're finished, hit Save, and your Worksheet Template is&nbsp;<a href=\"worksheets\/assigning\" class=\"toArticle\">ready to be assigned.<\/a><\/div><div>\n<br \/><h2>Worksheet Template Folders<\/h2><\/div><div><div><a href=\"general\/basics\/folders\" class=\"toArticle\">Folders<\/a>&nbsp;behave much like the file folders on your computer.&nbsp;Click&nbsp;<em>+ Folder<\/em>&nbsp;to create a new folder.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-24_at_4.05.36pm.png\" height=\"247\" width=\"927\" class=\"center\" alt=\"screenshot_2024-04-24_at_4.05.36pm.png\" \/><\/div><br \/><div>To put a template into a folder, drag and drop the template into the folder. Drag and drop a template into the&nbsp;<em>Up<\/em>&nbsp;bar to move it out of a folder.&nbsp; <em>Note: If you leave the folder empty and refresh it, the system will remove it by design.<\/em><\/div><br \/><div>To rename a folder, double-click the folder's name, which appears next to \"Home.\"<\/div><br \/><div>You can view the templates and folders as thumbnails or in a tree view. To toggle between views, click the icon next to the +Folder button.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-24_at_4.01.38pm.png\" height=\"249\" width=\"943\" class=\"center\" alt=\"screenshot_2024-04-24_at_4.01.38pm.png\" \/><\/div><h2>Deleting Template Folders<\/h2><div>To delete a folder, remove all the items from that folder, then refresh the page. The empty folder will be deleted.<\/div><\/div><br \/>","inAppPage":"","searchTermSet":["Worksheet Templates","How do I create a Worksheet Template?","How do I standardize my Worksheets?","I want to reuse a certain Worksheet with other clients, how do I do that?","How do I make stock Worksheets?","Where do I organize my written assignments?"],"reducedSearchTermSet":["worksheet templat","_0 creat worksheet templat","_0 standard worksheet","want reus certain worksheet with other client _0 that","_0 make stock worksheet","_0 organ written assign"],"relatedTopicSet":["worksheets\/formBased","worksheets\/assigning","general\/wysiwyg"],"ID":"66","ParentID":"64"},"worksheets\/assigning":{"slug":"assigning","slugPath":"worksheets\/assigning","name":"Assigning Worksheets","article":"<div>Once you\u2019ve got&nbsp;<a href=\"worksheets\/templates\" class=\"toArticle\">templates ready<\/a>&nbsp;you can add an assignment for your client with just a few clicks. Choose a specific client, then click the (+) next to&nbsp;<em>Worksheets<\/em>, or click the&nbsp;<em>+ Worksheet <\/em>button at the top right.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_3.04.28pm.png\" height=\"709\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-03_at_3.04.28pm.png\" \/><\/div><div>You\u2019re presented with a number of options. &nbsp;<\/div><br \/><div>First, the system invites you to pick (from among your templates) which Worksheet you\u2019d like to assign. &nbsp;You don\u2019t strictly NEED to have any templates because you can always start with a blank Worksheet, but having them is a leg up: a serious shortcut when the assignment you\u2019re about to give is one of your regulars.&nbsp;<\/div><br \/><div>Click on \"Start with a Blank\" to show the dropdown of available&nbsp;<a href=\"worksheets\/templates\" class=\"toArticle\">Worksheet Templates<\/a>&nbsp;from your Library. Or select \"Start with a Blank\" to start fresh. At any time if you decide you'd like to save a new Worksheet to your templates after all, tick the box at the bottom for \"Save this worksheet as one of my regular templates\" and the system will add it to your Library.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_3.05.56pm.png\" height=\"1039\" width=\"816\" class=\"center\" alt=\"screenshot_2024-05-03_at_3.05.56pm.png\" \/><\/div><div>When you pick a template, its contents load right in for you to see and, if needed, <strong>customize<\/strong> it to better fit this particular client. &nbsp;This is the best of both worlds: you\u2019re able to give an assignment quickly from your established collection AND you can tailor the assignment as warranted.<\/div><br \/><div>You can choose to <strong>assign the Worksheet immediately<\/strong> or schedule it for later.<\/div><br \/><div>Next, choose a <strong>due date and time<\/strong> for the Worksheet. If your client is in a different time zone than you, the system will show the client's time zone in a handy hint.<\/div><br \/><div>Add appropriate <strong>reminders<\/strong> for yourself and\/or the client.<\/div><br \/><div><span style=\"color:rgb(74,74,74);\">Click&nbsp;<\/span><em style=\"color:rgb(74,74,74);\">Assign<\/em><span style=\"color:rgb(74,74,74);\">&nbsp;and you\u2019re done.&nbsp;<\/span><br \/><\/div><br \/><div>Finally, you\u2019re given the option to have CoachAccountable send your client a <strong>notification about the new assignmen<\/strong>t. &nbsp;The notification message is pre-loaded from your email message templates (customizable under <em>Settings<\/em> &gt;&gt;&nbsp;<em>System<\/em> &gt;&gt; <em>Message Templates &gt;&gt; Worksheet Notice<\/em>) for convenience, and can be personalized to suit the situation.<br \/><\/div><br \/><div>The worksheet will appear in the <em>Assigned<\/em>&nbsp;section, for you to see and your clients to work on. &nbsp;<\/div><br \/><div>Also, remember that as coach you can modify an outstanding assignment, including its due date and&nbsp;<a href=\"worksheets\/reminders\" class=\"toArticle\">reminders<\/a>.<\/div>","inAppPage":"","searchTermSet":["Assigning Worksheets","How do I assign a Worksheet to a client?","How do I give my client a Worksheet to complete?","How do I create assignments for my clients?","How do I edit the notification email sent when a Worksheet is assigned?","Can I assign a Worksheet in advance?","Can I schedule a Worksheet in the future?","Worksheet assign"],"reducedSearchTermSet":["assign worksheet","_0 assign worksheet client","_0 give client worksheet complet","_0 creat assign client","_0 edit notif email sent worksheet assign","can assign worksheet in advanc","can schedul worksheet in futur","worksheet assign"],"relatedTopicSet":["worksheets\/templates","worksheets\/reminders","appointments\/types\/worksheets"],"ID":"67","ParentID":"64"},"worksheets\/formBased":{"slug":"formBased","slugPath":"worksheets\/formBased","name":"Form-Based Worksheets","article":"<div>Form-Based Worksheets are Worksheets that contain<em> one or more form inputs<\/em> (e.g. checkboxes, dropdowns, text boxes, etc.).&nbsp;<span style=\"color:rgb(74,74,74);\">Use Form-Based Worksheets for your <strong>surveys, intake forms, questionnaires<\/strong>, and any other assignments with a structured set of questions and answers.<\/span><\/div><br \/><div>(By contrast, a Worksheet that does <em>not<\/em> have any inputs means the form will be in freestyle mode, allowing the client to edit and <em>modify the worksheet freely <\/em>- including changing anything written by you!)<\/div><br \/><div>Adding just ONE form item automatically transforms your Worksheet into a form-based one, meaning the client will <em>only<\/em> be able to fill out the form fields you provide.<\/div><br \/><div>Form-Based Worksheets typically come in the form of&nbsp;<a href=\"worksheets\/templates\" class=\"toArticle\">templates<\/a>&nbsp;-- standard worksheets used in your coaching practice. Templates are handy for when you use&nbsp;<a href=\"courses\/building\/worksheets\" class=\"toArticle\">worksheets in your Courses<\/a>, as&nbsp;<a href=\"appointments\/types\/worksheets\" class=\"toArticle\">pre or post Worksheets in Appointments<\/a>,&nbsp;<a href=\"groups\/groupItems\/worksheets\" class=\"toArticle\">Group Worksheets<\/a>, and&nbsp;<a href=\"worksheets\/assigning\" class=\"toArticle\">one-off assignments<\/a>.<br \/><\/div><br \/><h2>Building a Form-Based Worksheet Template<\/h2><div>To illustrate Form-Based Worksheets, let's create a new Worksheet Template. You'll find the place to do so in <em>Library &gt;&gt;<\/em> <em>Worksheet Templates<\/em>. Once there, click <em>+ Worksheet Template<\/em>.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.46.22pm.png\" height=\"623\" width=\"999\" class=\"center fullScreenshot\" alt=\"screenshot_2024-05-03_at_2.46.22pm.png\" \/><\/div><br \/><div>You'll see a&nbsp;<a href=\"general\/wysiwyg\" class=\"toArticle\">WYSIWYG editor<\/a>. Let's add a form through the <em>Insert Form Item<\/em> button found towards the right-hand side of the WYSIWYG toolbar (the icon with a check box and radio button).<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/formitem.png\" class=\"center\" alt=\"formitem.png\" width=\"821\" height=\"32\" \/><\/div><div>Give this a click and you\u2019re presented with an interface for adding in your input of choice.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.02.59pm.png\" height=\"683\" width=\"680\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.02.59pm.png\" \/><\/div><div>\nThe first option (<strong>Type<\/strong>) is the most important:<\/div><div><div><ul><li>simple text box,<\/li><li>multi-line text area,&nbsp;<\/li><li>dropdown menu,&nbsp;<\/li><li>checkboxes,&nbsp;<\/li><li>radio buttons,<\/li><li>signature area,<\/li><li>image prompt,&nbsp; or<\/li><li>computed value.<\/li><\/ul>\n<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.04.24pm.png\" height=\"315\" width=\"436\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.04.24pm.png\" \/><\/div><div>\n<strong>Width <\/strong>refers to the width of <em>this particular form item<\/em> in relation to the rest of the worksheet as a whole. 100% means this item will span the entire width, 50% means it'll take up half the width, and so on. This is good to know if you're putting multiple form items next to each other or next to the question itself.&nbsp;<\/div><div><br \/><strong>Font size <\/strong>allows you to change the size of the input. The options are small, normal, large, and jumbo. This can be handy if you want certain form items to really stand out.&nbsp;<br \/><br \/><strong>Placeholder<\/strong>&nbsp;text will be an option for simple text and multi-line text areas. This allows you to pre-fill the box to help prompt the client. The placeholder text disappears when the client starts writing, so we recommend you <strong>do not write the question to be answered in placeholder text.<\/strong><\/div><br \/><div><strong>Validation<\/strong>&nbsp;asks whether this form item is required. You can use validation in different ways for different types of form items. For example, in simple text, you can require the client to write a number. In dropdowns, you can require the client to choose something other than the first item. In image prompts, you can require the client to upload at least one image. And so on.<\/div><br \/><div><strong>Name this? <\/strong>Using this option allows you to compile all the answers to this form item across all your clients in a&nbsp;<a href=\"reports\/dataLab\" class=\"toArticle\">Data Lab report<\/a>, to have the data automatically put into a graph for a client by&nbsp;<a href=\"metrics\/setup\/pipingInFromWorksheets\" class=\"toArticle\">piping it into a Metric<\/a>, and more.<\/div><br \/><br \/><h2>Simple Text<\/h2><div><span style=\"color:rgb(0,0,0);font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;background-color:rgb(255,255,255);\">Let\u2019s make a simple text box for people to type in their answer to the question \u201cHow do you feel about form-based worksheets?\u201d:<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.06.19pm.png\" height=\"708\" width=\"756\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.06.19pm.png\" \/><\/div><div><div>Notice the <strong>validation<\/strong> option we picked: that this input <em>must have something typed in.<\/em>&nbsp; The user is prevented from marking this worksheet complete if this input is left blank, and the system presents them with the message \u201cPlease, we\u2019d love to know how these make you feel.\u201d if they try to.<\/div><br \/><div>Of special note: hitting the \u201cInsert\u201d button ONLY adds the form item (answer) into our worksheet.&nbsp; It\u2019s up to us to put the actual <em>question<\/em>.&nbsp; (This is nice in that it gives us flexibility to format questions any way we please.)<\/div><br \/><div>In this case we\u2019ll type in the question first, then add the simple text box right after, like so:<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.13.23pm.png\" height=\"567\" width=\"879\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.13.23pm.png\" \/><\/div><div>We\u2019re off to a nice start.&nbsp;&nbsp;<\/div><h2><br \/>Dropdown Menu<\/h2><div>Now let\u2019s ask another question, one that's answered with a dropdown menu:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.11.03pm.png\" height=\"788\" width=\"777\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.11.03pm.png\" \/><\/div><div>Note the 40% <strong>width<\/strong>, which allows this item to sit on the same line as the question.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.13.54pm.png\" height=\"568\" width=\"881\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.13.54pm.png\" \/><\/div><div>Again here we pick a <strong>validation<\/strong> rule, \u201cMust choose something other than the first item.\u201d&nbsp; We put a \u201cPlease choose\u2026.\u201d option for the first item, which is what shows (and is selected) by default for the client.&nbsp; They\u2019ll be asked to \u201cPlease indicate your level of stokedness.\u201d if they try to submit without choosing something other than the first item.<br \/><\/div><div><br \/><h2>Check Boxes<\/h2><div>Right then, let\u2019s put in a question asking \u201cWhat might you use these for in your coaching?\u201d, and present the user with some options.&nbsp; We\u2019ll use check boxes, since the user might want to indicate a few of them:<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.15.31pm.png\" height=\"714\" width=\"784\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.15.31pm.png\" \/><\/div><div>\nWe pick 50% <strong>width<\/strong> to let the 4 options all nicely fit on two rows. Width in this case indicates how wide, relative to the entire width of the Worksheet, should <em>each check box choice<\/em>&nbsp;be.<br \/><\/div><br \/><div>We type the question and insert those check boxes, which give us the following:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.16.36pm.png\" height=\"650\" width=\"880\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.16.36pm.png\" \/><\/div><br \/><h2>Radio Button<\/h2><div>Let\u2019s now add a radio button choice and a comment box to wrap up.&nbsp; We\u2019ll type \u201cHow much do you agree with the following: \u2018These are super useful.'\u201d and \u201cPlease add any other comments about this:\u201d into our template and then insert the appropriate form inputs to match:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.17.35pm.png\" height=\"772\" width=\"785\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.17.35pm.png\" \/><\/div><h2>Multi-Line Text Area<\/h2><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.19.11pm.png\" height=\"738\" width=\"716\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.19.11pm.png\" \/><\/div><div>Here\u2019s the result with our 5 inputs in place:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.19.35pm.png\" height=\"830\" width=\"887\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.19.35pm.png\" \/><\/div><div><div>Cool, good to go.&nbsp; Let\u2019s&nbsp;<a href=\"worksheets\/assigning\" class=\"toArticle\"><\/a><div><a href=\"worksheets\/assigning\" class=\"toArticle\">assign this to one of our clients!<\/a><\/div><a href=\"worksheets\/assigning\" class=\"toArticle\"><\/a><\/div><br \/><a href=\"worksheets\/assigning\" class=\"toArticle\"><\/a><div><a href=\"worksheets\/assigning\" class=\"toArticle\"><\/a><\/div><a href=\"worksheets\/assigning\" class=\"toArticle\"><\/a><div><div>When your client fills it out, instead of the WYSIWYG editor where they can alter the worksheet freely, they\u2019ll be presented with your form with inputs ready for them to fill in.<\/div><br \/><h2>Client View<\/h2><div>Here\u2019s what our worksheet in form mode looks like to your client:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.28.03pm.png\" height=\"864\" width=\"807\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.28.03pm.png\" \/><\/div><\/div><\/div><div>If they try to submit the worksheet without passing the validations you set for each of the inputs, they\u2019ll be lovingly given a notification with the message you set:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.25.32pm.png\" height=\"896\" width=\"870\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.25.32pm.png\" \/><\/div><div>Once completed, the worksheet as filled-out goes into the client record under the Notes and Stream tabs, and is emailed right off to you as usual:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.26.45pm.png\" height=\"1011\" width=\"531\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.26.45pm.png\" \/><\/div><div>\nNote the \"comment on answers...\" text at the bottom - you can comment on each answer individually.&nbsp;<a href=\"worksheets\/formBased\/answerComments\" class=\"toArticle\">More on Worksheet Answer Comments here.<\/a><\/div><br \/><div>\nAdditional types of form items:<\/div><br \/><h2>Image Prompt<\/h2><div>Use this form item to ask a client to upload an image or multiple images.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.21.02pm.png\" height=\"648\" width=\"719\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.21.02pm.png\" \/><\/div><div>When a client fills out a Worksheet with an Image Prompt, they'll click on the button, which brings up the gallery browser. They'll upload an image (computer or mobile devices all work), and then ultimately choose one for their answer:<\/div><div>\n<br \/><\/div><div>As your clients fill out the Worksheet their images are popped right in.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/completedfoodjournal.jpg\" class=\"center\" alt=\"completedfoodjournal.jpg\" width=\"0\" height=\"0\" \/><\/div><div>What\u2019s really nice about this is<strong> filling out a Worksheet on a smartphone<\/strong>: when uploading a new image to the gallery, most devices give you the option to snap a photo right then, and upload THAT with just a few taps.&nbsp; As such, completing a photo journal Worksheet is quick and easy.<br \/><\/div><br \/><h2>Signature Area<\/h2><div>You can also add a form-based Signature Area for the client to sign using a mouse, stylus, or finger. <em>Note: if you're using a form-based Worksheet to create client contracts, we recommend you check out&nbsp;<\/em><a href=\"agreements\" class=\"toArticle\">Agreements<\/a><em>&nbsp;instead.<\/em><\/div><br \/><div>Notice the selections for the signature area: you're really just setting the size, whether the signature is required, and what the text should say if it's required but was not signed.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.22.40pm.png\" height=\"633\" width=\"695\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.22.40pm.png\" \/><\/div><div>Here's what that looks like on our breakfast questionnaire (bonus: check out the <em>clientFirstName<\/em>&nbsp;tag, which will, as you might imagine, fill in with the client's name when you assign this Worksheet).<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_2.23.28pm.png\" height=\"819\" width=\"933\" class=\"center\" alt=\"screenshot_2024-03-21_at_2.23.28pm.png\" \/><\/div><h2>Computed Value<\/h2><div><a href=\"worksheets\/formBased\/computedValues\" class=\"toArticle\">A Computed Value<\/a>&nbsp; will do some basic math computation with other form fields in the same worksheet. Use these to calculate averages, totals, and more.&nbsp;<a href=\"worksheets\/formBased\/computedValues\" class=\"toArticle\">Read about computed values here.<\/a><\/div>","inAppPage":"","searchTermSet":["Form-Based Worksheets","What's the best way to transfer my program PDFs into CoachAccountable?","Does CoachAccountable do surveys, questionnaires, and intake forms?","In a Worksheet, I'd like to limit where clients answer, how do I do that?","Can my clients upload pictures they've taken on their phones into a Worksheet?","What's the best way to see pictures of what my clients have eaten throughout the day?","Is there a way to use checkboxes, dropdowns, and radio buttons in my Worksheets?","How do I restrict where clients answer in a Worksheet?","How do I make sure clients fill out the entire Worksheet?","How do I prevent clients from forgetting to answer certain questions in a Worksheet?","What is validation?","How do I build surveys?","How do I use form inputs?","What's a form-based worksheet?","How do I insert a form input?","How do I add a text box?","How do I add a checkbox?","How do I add a signature box?","How can my clients sign a form?","How can I build fillable forms?","Build True False Worksheets?","True False","Set up worksheet values","Form Items","Poll","How do I create a poll?"],"reducedSearchTermSet":["form base worksheet","what' best wai transfer program pdf into coachaccount","do coachaccount survei questionnair and intak form","in worksheet 'd like limit client answer _0 that","can client upload pictur they'v taken on their phone into worksheet","what' best wai see pictur what client have eaten throughout dai","there wai us checkbox dropdown and radio button in worksheet","_0 restrict client answer in worksheet","_0 make sure client fill out entir worksheet","_0 prevent client from forget answer certain question in worksheet","what valid","_0 build survei","_0 us form input","what' form base worksheet","_0 insert form input","_0 add text box","_0 add checkbox","_0 add signatur box","_1s sign form","_0 build fillabl form","build true fals worksheet","true fals","set up worksheet valu","form item","poll","_0 creat poll"],"relatedTopicSet":["metrics\/setup\/pipingInFromWorksheets"],"ID":"68","ParentID":"64"},"worksheets\/selfAssigned":{"slug":"selfAssigned","slugPath":"worksheets\/selfAssigned","name":"Self-Assigned Worksheets","article":"<div>When creating or editing a&nbsp;<a href=\"worksheets\/templates\" class=\"toArticle\">Worksheet Template<\/a>, you can allow your clients to fill out that Worksheet without you first assigning it to them.&nbsp;<\/div><br \/><div>This is a useful alternative to the oftentimes cumbersome task of assigning Worksheets one by one and gives your clients the ability to take the initiative and nurture autonomy within CoachAccountable.&nbsp;<\/div><br \/><div><div>To allow self-assignment for a specific template, go to <em>Library &gt;&gt; Worksheet Templates<\/em>.&nbsp;<em>&nbsp;<\/em>Click&nbsp;<em>+Worksheet Template<\/em>&nbsp;to create a new template or select one of your existing templates:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.56.38pm.png\" height=\"710\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-05-03_at_2.56.38pm.png\" \/><\/div><div>Check the box next to \"<span style=\"background-color:rgb(255,255,255);color:rgb(74,74,74);font-family:Roboto, Arial, Tahoma, sans-serif;\">Allow my clients to fill out this worksheet on their own, WITHOUT me first assigning it to them.\"<\/span><br \/><\/div><div class=\"nextElement\" style=\"margin:6px 0px 0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(74,74,74);font-family:Roboto, Arial, Tahoma, sans-serif;background-color:rgb(255,255,255);\"><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-03_at_4.17.47pm.png\" height=\"720\" width=\"854\" class=\"center\" alt=\"screenshot_2024-04-03_at_4.17.47pm.png\" \/><\/div><div>When this box is checked your client(s) will be able to click + sign or <em>+Worksheet <\/em>from their <em>own<\/em> worksheet area and begin working on a new worksheet.&nbsp;<\/div><br \/><div>If you allow more than one Worksheet to be self-assigned, clients will be able to choose from a dropdown of available templates:<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/selfassign.png\" height=\"697\" width=\"1000\" class=\"center unrounded stroke\" alt=\"selfassign.png\" \/><\/div><div><em>Note that this applies to <strong>ALL<\/strong> your clients, so all clients with the Worksheet tab will be able to self-assign this particular Worksheet Template.<\/em><\/div>","inAppPage":"","searchTermSet":["Self-Assigned Worksheets","How do I let my clients fill out Worksheets on their own?","How can clients assign themselves Worksheets?","How can clients self-assign Worksheets?","How do I give clients the ability to self-assign Worksheets?","Can clients give themselves Worksheet assignments?","How do I let my clients make their own assignments?"],"reducedSearchTermSet":["self assign worksheet","_0 let client fill out worksheet on their own","_1 assign themself worksheet","_1 self assign worksheet","_0 give client abil self assign worksheet","can client give themself worksheet assign","_0 let client make their own assign"],"relatedTopicSet":["worksheets\/assigning"],"ID":"69","ParentID":"64"},"worksheets\/reminders":{"slug":"reminders","slugPath":"worksheets\/reminders","name":"Worksheet Reminders","article":"<div>When&nbsp;<a href=\"worksheets\/assigning\" class=\"toArticle\">assigning a Worksheet<\/a>, you can set a due date and time with multiple Reminders.&nbsp;<span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">Reminders put your client one click away from hopping into their account with the worksheet loaded front-and-center, ready to be worked on.<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_4.53.58PM.png\" height=\"1002\" width=\"834\" class=\"center\" alt=\"Screenshot_2025-09-18_at_4.53.58PM.png\" \/><\/div><div><span style=\"background-color:rgb(255,255,255);\">Set these Reminders to be sent to you and or your client via email or SMS text message (<\/span><a href=\"FAQs\/textRemindersAlerts\" class=\"toArticle\">see more on how to enable text reminders<\/a><span style=\"background-color:rgb(255,255,255);\">).<\/span><\/div><br \/><h2>Already-Completed Items<\/h2><div>Has your client already completed the worksheet?&nbsp; Not to worry: Reminders will <em>NOT<\/em> be sent for a worksheet that has already been marked complete.<br \/><\/div><br \/><div>And, what if your client <em>didn't<\/em> complete the Worksheet when they were first notified, or any of the times they were reminded? Once a worksheet becomes late, the system can send both you and your client a&nbsp;<a href=\"FAQs\/notifications\" class=\"toArticle\">Notification<\/a>&nbsp;letting you both know.<\/div><br \/><h2>Reminders After the Due Date<\/h2><div>If you'd like a reminder to go out<em>&nbsp;after<\/em>&nbsp;the Worksheet was due, you can set a reminder for a negative number. For example: if you want a reminder to go out 1 day after the Worksheet was due, set a reminder for<strong> -1 days before<\/strong> (which means 1 day after).<\/div>","inAppPage":"","searchTermSet":["Worksheet Reminders","How do I remind my clients to finish a Worksheet?","How do I set email or text Reminders for Worksheets?","Can I create Worksheet reminders that get sent via phone?","How do I make sure my clients don't forget to complete their assignments?","Can I automate the sending of email or texts to my client so that they complete their Worksheets?"],"reducedSearchTermSet":["worksheet remind","_0 remind client finish worksheet","_0 set email or text remind worksheet","can creat worksheet remind that get sent vium phone","_0 make sure client don't forget complet their assign","can autom send email or text client so that thei complet their worksheet"],"relatedTopicSet":["metrics\/metricReminders","actions\/actionReminders","appointments\/types\/reminders"],"ID":"71","ParentID":"64"},"worksheets\/completing":{"slug":"completing","slugPath":"worksheets\/completing","name":"Completing Worksheets","article":"<div>After assigning a Worksheet, your clients are free to fill it out at their own pace. As they work through it, they'll have the option to <strong>save<\/strong> or <strong>complete<\/strong> the Worksheet.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_5.01.46PM.png\" height=\"802\" width=\"661\" class=\"center\" alt=\"Screenshot_2025-09-18_at_5.01.46PM.png\" \/><\/div><div><span style=\"font-size:20px;font-weight:700;\">Save vs. Complete<\/span><br \/><\/div><div><span style=\"background-color:rgb(255,255,255);\">When a client <strong>Saves<\/strong> a worksheet, it is kept in the Assigned area as a work-in-progress.&nbsp;<\/span><\/div><div><br \/><\/div><div><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">Once the client is done, they mark it <strong>Complete<\/strong>, officially submitting it to you as finished and ready for your review.&nbsp;<\/span><\/div><br \/><div><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">Also worth noting here is&nbsp;<em>only clients can complete a worksheet<\/em>; you as the Coach cannot complete a worksheet on behalf of your client <em>nor<\/em> will you be able to see any work in progress.<\/span><br \/><\/div><br \/><div><h2 style=\"font-weight:700;color:rgb(74,74,74);\">Sending a Worksheet Back<\/h2><div style=\"color:rgb(74,74,74);\">If you decide upon review that the worksheet does need more work<span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">&nbsp;for whatever reason, simply&nbsp;<\/span><a href=\"worksheets\/uncompleting\" class=\"toArticle\" style=\"text-decoration:underline;\">un-mark it complete<\/a><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">&nbsp;and send it back to your client to continue their work.<\/span><\/div><\/div><br \/><h2>Worksheet Notifications<\/h2><div>CoachAccountable offers a few notifications to help along the process of your clients actually getting their Worksheet assignments completed.&nbsp;<\/div><div><br \/><\/div><div>To view and adjust these, head to Settings &gt;&gt;&nbsp;<em>My Style &gt;&gt; Notifications.<\/em><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_5.05.04PM.png\" height=\"479\" width=\"710\" class=\"center\" alt=\"Screenshot_2025-09-18_at_5.05.04PM.png\" \/><\/div><div><div>Notifications of completed Worksheets put the worksheet's content right in your inbox: no need to log in to see what your client filled out.<\/div><br \/><div>You and the client can be alerted when a due date has slipped. It allows you to check in with your client and see if you can offer any help to get them back on track.&nbsp; As a bonus, you can reply directly to those notifications. CoachAccountable will pass on the message and capture it within the CoachAccountable client record.<\/div><\/div><br \/><div>A completed Worksheet becomes&nbsp;<a href=\"stream\" class=\"toArticle\">part of the client record<\/a>, living in both the <em>Worksheets<\/em> tab and the&nbsp;<a href=\"stream\" class=\"toArticle\">Stream<\/a>&nbsp;tab.&nbsp; You and your client have the ability to comment easily, print it out, or email it off to whomever.&nbsp;&nbsp;<br \/><\/div>","inAppPage":"","searchTermSet":["Completing Worksheets","How do clients mark a Worksheet done?","How do clients complete a Worksheet?","How do clients submit a Worksheet to me?","How can I tell whether a client has finished a Worksheet or not?","What's the difference between saving and completing a Worksheet?","What do clients do when they've finished a Worksheet?","Can i complete a worksheet for my client"],"reducedSearchTermSet":["complet worksheet","_1 mark worksheet done","_1 complet worksheet","_1 submit worksheet me","_0 tell whether client ha finish worksheet or not","what' differ between save and complet worksheet","what client they'v finish worksheet","can complet worksheet client"],"relatedTopicSet":["worksheets\/uncompleting","actions\/completing"],"ID":"73","ParentID":"64"},"worksheets\/uncompleting":{"slug":"uncompleting","slugPath":"worksheets\/uncompleting","name":"Unmarking a Worksheet Complete","article":"<div><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">If you decide upon review that a worksheet needs more work<\/span><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">&nbsp;for whatever reason, unmark it complete to&nbsp;<\/span>essentially re-assign the Worksheet for your client work on it further.<br \/><br \/>Head to the client's page and go to the&nbsp;<em>Worksheets<\/em>&nbsp;tab. Under the&nbsp;<em>Completed <\/em>tab hover over the Worksheet you'd like to unmark complete and click the <em>Edit<\/em> button:<\/div><div>\n<\/div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-21_at_6.09.17pm.png\" height=\"743\" width=\"999\" class=\"center unrounded stroke\" alt=\"screenshot_2024-10-21_at_6.09.17pm.png\" \/><div>Set a new due date and time, add any&nbsp;<a href=\"worksheets\/reminders\" class=\"toArticle\">Reminders<\/a>&nbsp;in the pop-up window, then click 'Unmark Complete':<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-21_at_6.11.13pm.png\" height=\"697\" width=\"999\" class=\"center\" alt=\"screenshot_2024-10-21_at_6.11.13pm.png\" \/><\/div><div>The system will ask you one more time for good measure if this is something you definitely want to do:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-21_at_6.11.50pm.png\" height=\"637\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-10-21_at_6.11.50pm.png\" \/><\/div><div>\nClick the 'For sure, this needs work!' to send it on its way.&nbsp;&nbsp;<\/div><br \/><div>The worksheet will now be back under the client's Assigned tab.<\/div><br \/><br \/><h2>Clients Unmarking a Worksheet Complete<\/h2><div>You can enable your clients to unmark a Worksheet complete, thus allowing them to resume work without your intervention.<\/div><br \/><div>To configure how and when clients are allowed to work further on their already-completed Worksheets, visit Settings &gt;&gt; My Style &gt;&gt; Coaching Work &gt;&gt; Worksheets.<br \/><\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/worksheetsettings-configure.png\" height=\"803\" width=\"645\" class=\"center\" alt=\"worksheetsettings-configure.png\" \/><\/div><br \/>","inAppPage":"","searchTermSet":["Unmarking a Worksheet Complete","How do I send back a Worksheet to a client?","How do I mark a Worksheet not complete?","How do I unmark a Worksheet complete?","How do I make a completed Worksheet outstanding?","How do I let a client know a Worksheet is not finished?","How do I indicate that a Worksheet is incomplete?","How do let my client continue working on a Worksheet?"],"reducedSearchTermSet":["unmark worksheet complet","_0 send back worksheet client","_0 mark worksheet not complet","_0 unmark worksheet complet","_0 make complet worksheet outstand","_0 let client know worksheet not finish","_0 indic that worksheet incomplet","let client continu work on worksheet"],"relatedTopicSet":["worksheets\/completing"],"ID":"75","ParentID":"64"},"stream\/commentsOnItems":{"slug":"commentsOnItems","slugPath":"stream\/commentsOnItems","name":"Comments on Items","article":"<div>The&nbsp;<a href=\"stream\" class=\"toArticle\">CoachAccountable Stream<\/a>&nbsp;allows you and your coachee to add comments to any item in the system:&nbsp;<a href=\"actions\" class=\"toArticle\">Actions<\/a>,&nbsp;<a href=\"metrics\" class=\"toArticle\">Metrics<\/a>,&nbsp;<a href=\"worksheets\" class=\"toArticle\">Worksheets<\/a>, and others. Add comments to these things, and encourage your coachees to do the same. Why? The work that gets done in coaching is interesting and important; it is nuanced and often exploratory in nature.&nbsp;<\/div><br \/><div>Regarding a particular Action or Metric, you can add thoughts and words of support as they occur to you. Your coachee can note how it\u2019s going or what they\u2019re struggling with.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_12.15.21PM.png\" height=\"355\" width=\"608\" class=\"center\" alt=\"Screenshot_2025-09-19_at_12.15.21PM.png\" \/><div>Comments by one party are all delivered to the other by email, and adding a reply comment is as simple as replying to an email. These comments become micro-conversations, each centered around a focused aspect of the coaching relationship. They become timely, on-topic ways for your coachee to be supported by you and continue your collaboration in a fast and easy way.<br \/><\/div><br \/><div>Feedback is like oxygen for ambition. It is a potent reminder for your coachees that someone cares about their progress, so give it often. Feedback in the form of a comment on a particular thing they are working on or have already finished sparks dialogue, encourages progress, and\/or gives your coachee something useful to think about.<br \/><\/div><br \/><div>Unless you turn them off, you\u2019ll get notification emails whenever a coachee plans an Action, whenever an Action is completed, and whenever an Action becomes late. Reply to any of these notices to share a comment: again, encouragement and support are yours to give.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_12.19.50PM.png\" height=\"652\" width=\"773\" class=\"center\" alt=\"Screenshot_2025-09-19_at_12.19.50PM.png\" \/><\/div><br \/><div>Though comments can be made via email, they\u2019re better than just email. Stream comments allow multiple threads of conversation that can each go at their own pace, and are easier to deal with than uber-emails that contain 6 questions requiring 6 responses.&nbsp;<\/div><br \/><div>Stream comments are also filed appropriately within the CoachAccountable Stream, making them much easier to review. Way better than trying to review a conversation strewn across many emails in an inbox.<br \/><\/div><\/div>","inAppPage":"","searchTermSet":["Comments on Items","How can I leave comments on stuff my clients work on?","How can I give my clients input on their work?","Can I respond to my client's comments via email?","What's the best way to communicate with my clients?","How do I include notes on client assignments?","How do I make a comment on a client Stream?","How do I communicate with clients?"],"reducedSearchTermSet":["comment on item","_0 leav comment on stuff client work","_0 give client input on their work","can respond clients' comment vium email","what' best wai commun with client","_0 includ note on client assign","_0 make comment on client stream","_0 commun with client"],"relatedTopicSet":["messaging","clients\/messaging","groups\/groupItems\/messages"],"ID":"78","ParentID":"76"},"sessionNotes\/templates":{"slug":"templates","slugPath":"sessionNotes\/templates","name":"Session Templates","article":"<div><strong>Session Templates<\/strong> serve as a standardized starting point for note taking during coaching sessions. You can make different templates based on the type of session you are having, from quick check-ins to lengthier evaluations or wrap-ups.<\/div><br \/><div>You can access your Session Note Templates in&nbsp;<em>Library &gt;&gt;<\/em>&nbsp;<em>Session Templates<\/em>. <br \/><\/div><br \/><h2>Creating a Session Note Template<\/h2><div>Click on an existing Template to edit it, or <em>+ Session Note Template<\/em> to create a new one:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-06-21_at_4.08.22pm.png\" height=\"596\" width=\"999\" class=\"center\" alt=\"screenshot_2024-06-21_at_4.08.22pm.png\" \/><\/div><div>Use the&nbsp;<a href=\"general\/wysiwyg\" class=\"toArticle\">WYSIWYG editor<\/a>&nbsp;to free-write or use the \"Insert form button\" to insert forms, much like a&nbsp;<a href=\"worksheets\/formBased\" class=\"toArticle\">Form-Based Worksheet<\/a>:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-06-21_at_4.13.50pm.png\" height=\"786\" width=\"638\" class=\"center\" alt=\"screenshot_2024-06-21_at_4.13.50pm.png\" \/><\/div><div>When you\u2019ve got a Form-Based Session Template defined (i.e. a Session Template which contains one or more form items), filling it out works just like filling out a Form-Based Worksheet. When you email the session notes to your clients they\u2019ll render with your specific answers highlighted in blue, and you can use Form-Based Session answers to&nbsp;<a href=\"metrics\/setup\/pipingInFromWorksheets\" class=\"toArticle\">pipe into Metrics<\/a>&nbsp;or run&nbsp;<a href=\"reports\/dataLab\" class=\"toArticle\">Data Lab Reports<\/a>.<br \/><\/div><br \/><div><\/div><div><\/div><div><span style=\"background-color:rgb(255,255,255);\">When you create a Session Note, the system smartly adds the date of the session to the title. To ensure that the Data Lab &gt;&gt; Worksheet Answers report is able to grab all your completed session notes for the report you'll need to&nbsp;<\/span><span style=\"background-color:rgb(255,255,255);\">add ' - [dateOf]' to your Session Note Template titles.<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-06-21_at_4.20.56pm.png\" height=\"273\" width=\"648\" class=\"center\" alt=\"screenshot_2024-06-21_at_4.20.56pm.png\" \/><br \/><h2>Using a Session Note Template<\/h2><div><span style=\"color:rgb(74,74,74);\">After you create a Session Note Template, it'll appear in the dropdown when you initiate a new session for a given client (click <em>+Session <\/em>on that client's page to do so).<\/span><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-06-21_at_4.24.02pm.png\" height=\"382\" width=\"442\" class=\"center\" alt=\"screenshot_2024-06-21_at_4.24.02pm.png\" \/><\/div><div>\n<span style=\"font-size:20px;font-weight:700;\">Template Folders<\/span><\/div><div><div><a href=\"general\/basics\/folders\" class=\"toArticle\">Folders act much like the file folders you use on your computer.<\/a>&nbsp;Click <em>+ Folder<\/em> to create a new folder.<\/div><br \/><div>To move a template into a folder, simply drag and drop the template into the folder. Drag and drop a template into the <em>Up<\/em> bar to move it out of a folder. To rename a folder, simply click the folder's name, which appears next to \"Home.\"<\/div><br \/><div>Once you remove all templates from a folder, that folder will automatically be deleted upon refresh of the page.<\/div><\/div><\/div>","inAppPage":"","searchTermSet":["Session Templates","How do I create a Session Template?","Can I use forms in Session Notes?","How do I make standardized Session Notes?","How do I standardize my Session Notes?"],"reducedSearchTermSet":["session templat","_0 creat session templat","can us form in session note","_0 make standard session note","_0 standard session note"],"relatedTopicSet":["worksheets\/templates"],"ID":"82","ParentID":"80"},"sessionNotes\/writing":{"slug":"writing","slugPath":"sessionNotes\/writing","name":"Writing up Your Session Notes","article":"<div><h2>How to Create a Session Note<\/h2><div>Open up a client's page and click on the <em>Session Notes<\/em> tab. Then click <em>+ Session<\/em>&nbsp;to begin.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-08-05_at_11.52.17am.png\" height=\"581\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-08-05_at_11.52.17am.png\" \/><\/div><div>Choose from one of your&nbsp;<a href=\"sessionNotes\/templates\" class=\"toArticle\">Session Note templates<\/a>&nbsp;or start with a blank slate.<\/div><br \/><h2>What Should Be Included in a Session Note?<\/h2><div><a href=\"https:\/\/www.coachaccountable.com\/webinars\/session-notes-treasure-trove\" target=\"_blank\">See this recorded webinar on The Session Notes Treasure Trove<\/a>, for some recommended best practices.<\/div><br \/><div>Coaching notes (and the sharing thereof) make a formidable pillar of a coaching strategy: good coaching is made net better when its fruits are efficiently captured for review and reinforcement. &nbsp;They needn\u2019t be a lot of work to create, either: 2 or 3 sentences to recap the current situation going in, and 3 or 4 bullet points of key insights and distinctions are sufficient to distill the real nuggets of an hour long conversation.<br \/><\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-08-05_at_12.00.54pm.png\" height=\"810\" width=\"726\" class=\"center\" alt=\"screenshot_2024-08-05_at_12.00.54pm.png\" \/><\/div><div><h2>Actions Automatically Attached<\/h2><\/div><div>If you created some Actions for your client around the time of the session, CoachAccountable will ask if you'd like to append those Actions onto the note. Their names and respective due dates will show at the bottom if you choose to append them.&nbsp;<\/div><br \/><div>Note: you'll need to create the Actions <em>before<\/em>&nbsp;marking the Session Note complete. If you've already marked it complete, those Actions won't be attached.&nbsp;<\/div><br \/><h2>Editing a Session Note<\/h2><div>If you need to make a change, no problem. Go to the client's Session Notes tab and hover over a note. You'll see several icons come up, including the one to Edit.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-08-05_at_12.01.33pm.png\" height=\"323\" width=\"468\" class=\"center\" alt=\"screenshot_2024-08-05_at_12.01.33pm.png\" \/><\/div><h2>Deleting a Session Note<\/h2><div>To delete a session note, click the Edit icon for that note. In the editor you'll see the trash can icon in the lower right.<\/div><br \/>","inAppPage":"","searchTermSet":["Writing up Your Session Notes","What makes a good Session Note?","Why should I take Session Notes?","How do Session Notes fit into my coaching?","What should I think about when writing Session Notes?","Should I summarize the key points and ideas from my client appointments?","How do I delete a Session Note?","How do I edit a Session Note?","Adding Session Notes","How do I add a Session Note?"],"reducedSearchTermSet":["write up your session note","what make good session note","why should take session note","session note fit into coach","what should think about write session note","should summar kei point and idea from client appoint","_0 delet session note","_0 edit session note","ad session note","_0 add session note"],"relatedTopicSet":[""],"ID":"83","ParentID":"80"},"sessionNotes\/sharing":{"slug":"sharing","slugPath":"sessionNotes\/sharing","name":"Sharing Session Notes","article":"<div>You can share notes in-system, via email, or through Happenings Reports.<br \/><\/div><br \/><div>Choose whether a Session Note should be visible to the client or private, just for you.<\/div><div>If you use CoachAccountable's&nbsp;<a href=\"teamEdition\" class=\"toArticle\">Team Edition<\/a>, you'll have a few more options for privacy level.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-07-11_at_2.33.13pm.png\" height=\"457\" width=\"645\" class=\"center\" alt=\"screenshot_2024-07-11_at_2.33.13pm.png\" \/><\/div><div>After you complete a Session Note, you'll have the option to email it to your client. You can add a personal note and CC yourself:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-07-11_at_2.34.27pm.png\" height=\"549\" width=\"647\" class=\"center\" alt=\"screenshot_2024-07-11_at_2.34.27pm.png\" \/><\/div><div>Once a Session Note is marked complete, you'll be able to see it in the Client's Session Note area under the 'Past' tab as well as in the Client Stream.<\/div><br \/><div>Another way to share Session Notes is through&nbsp;<a href=\"clients\/happeningsreports\" class=\"toArticle\">Happenings Reports<\/a>. <span style=\"text-align:left;color:rgb(74,74,74);\">Happenings Reports are email summaries of client activity that get can be set up to be automatically sent to you, your client, or a third party on a regular basis.<\/span><\/div>","inAppPage":"","searchTermSet":["Sharing Session Notes","How do I share my Session Notes with my clients?","Can I email Session Notes to my clients or someone else?","How do I show my clients my Session Notes?","What's the best way to send Session Notes to clients?","How do I send Session Notes to someone?"],"reducedSearchTermSet":["share session note","_0 share session note with client","can email session note client or someon els","_0 show client session note","what' best wai send session note client","_0 send session note someon"],"relatedTopicSet":[""],"ID":"84","ParentID":"80"},"sharingFiles\/embedding":{"slug":"embedding","slugPath":"sharingFiles\/embedding","name":"Embedded Media from Other Sites","article":"<div><a href=\"sharingFiles\" class=\"toArticle\">CoachAccountable file sharing<\/a>&nbsp;allows you to easily share large files with multiple people. For streaming video and audio files that you've hosted on sites like YouTube, SoundCloud, Vimeo, and others CoachAccountable lets you share this media within the system itself. This allows seamless delivery of video and audio content to your clients.<\/div><br \/><div>To do this, add the video or audio clip to your Library by pasting in whatever embed code is provided by the hosting site. Vimeo's embed code for a video, for example, can be found while managing a video and clicking<em> Embed<\/em>:<br \/><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_12.29.22PM.png\" height=\"571\" width=\"999\" class=\"center\" alt=\"Screenshot_2025-09-19_at_12.29.22PM.png\" \/><\/div><div>Alternatively, just the URL link to the video will work.<\/div><br \/><div>Once you have the embed code OR link, go into CoachAccountable &gt;&gt; <em>Library &gt;&gt; Files<\/em> and click <em>+Library File<\/em>. Choose \"Add embeddable video\/audio\" and paste the code or URL:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_12.32.20PM.png\" height=\"724\" width=\"611\" class=\"center\" alt=\"Screenshot_2025-09-19_at_12.32.20PM.png\" \/><\/div><div>Hit the <em>Preview this embed<\/em> button, and if CA can recognize the code as a valid embed from one of the supported sources, you'll see the media right in the preview.&nbsp;<br \/><\/div><div><br \/>Video and audio files that are embedded will behave differently from a simple link. Instead of a <em>Download<\/em> button, you'll see a <em>Watch<\/em> or <em>Listen<\/em> button. Click that and the media file opens up right within CoachAccountable. Like with other types of shared files, CoachAccountable keeps track of if and when your client last accessed embedded files.<\/div><div><br \/><div><h2>Supported Media Embeds<\/h2><div>From where can \nyou embed media?&nbsp; CoachAccountable recognizes and supports most of the \nmajor video and audio hosting sites, and even a few that are a little \nmore niche:<\/div><\/div><div><br \/><table class=\"table--borderless\" width=\"100%\"><tbody><tr><td><h3><strong>Video<\/strong><\/h3>\n<ul><li>YouTube<\/li><li>Vimeo<\/li><li>Viddler<\/li><li>Wistia<\/li><li>Loom<\/li><li>Adilo<\/li><li>Bomb Bomb<\/li><li>Canva<\/li><li>Clyp.it<\/li><li>Cubby<\/li><li>Descript<\/li><li>educreations<\/li><li>Gumlet<\/li><li>Komodo Decks<\/li><li>\nOneDrive<\/li><li>Publit.io<\/li><li>Screencast.com\n<\/li><li>ScreenPal<\/li><li>Spotlightr<\/li><li>Sprout Video<\/li><li>TED<\/li><li>Vadoo<\/li><li>Vidyard<\/li><li>viloud.tv<\/li><li>Bunny.net<\/li><\/ul>\n<\/td><td><h3><strong>Audio<\/strong><\/h3>\n<ul><li>Sound Cloud<\/li><li>Spotify<\/li><li>Audio Acrobat<\/li><li>blubrry Podcasting<\/li><li>Buzzsprout<\/li><li>Captivate.fm<\/li><li>Castos<\/li><li>Clyp.it<\/li><li>LibSyn<\/li><li>\nOneDrive<\/li><\/ul>\n<\/td><\/tr><\/tbody><\/table><\/div><br \/><\/div>","inAppPage":"","searchTermSet":["Embedded Media from Other Sites","What's the best way to save on storage space?","How do I let clients watch a YouTube, Vimeo, or Wistia video?","How can clients listen to my SoundCloud audio?","How can I send my clients short video messages?","Can clients watch videos within CoachAccountable?","How do I embed videos or audio in CoachAccountable?","How can I add video or audio?","Videos","Adding Videos"],"reducedSearchTermSet":["embed medium from other site","what' best wai save on storag space","_0 let client watch youtub vimeo or wistium video","_1 listen soundcloud audio","_0 send client short video messag","can client watch video within coachaccount","_0 emb video or audio in coachaccount","_0 add video or audio","video","ad video"],"relatedTopicSet":["courses\/building\/files"],"ID":"91","ParentID":"89"},"whiteboards\/visibility":{"slug":"visibility","slugPath":"whiteboards\/visibility","name":"Whiteboard Visibility","article":"<div>By default, Whiteboards created by going to the <em>Whiteboards <\/em>page on your dashboard will be private, as they are considered your personal Whiteboards.<\/div><br \/><div>For Whiteboards you create for clients, you can select whether you want to share the Whiteboard with your client or keep it visible only to you. If you're on Team Edition, you'll also have the option to make the Whiteboard visible only to other team coaches. To change a Whiteboard's visibility, first double-click or select the <em>Edit<\/em> button for a given Whiteboard:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_10.04.55AM.png\" height=\"583\" width=\"822\" class=\"center dropShadow\" alt=\"Screenshot_2025-09-22_at_10.04.55AM.png\" \/><br \/><\/div><div>At the bottom of the editor, you'll see options to share the Whiteboard with your client or keep it private for your viewing only.&nbsp;<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_10.08.43AM.png\" height=\"842\" width=\"736\" class=\"center\" alt=\"Screenshot_2025-09-22_at_10.08.43AM.png\" \/><\/div><div>If you choose to share with your client, you can also grant the client the ability to edit the Whiteboard.<\/div>","inAppPage":"","searchTermSet":["Whiteboard Visibility","How do I make a Whiteboard private?","How do I share a Whiteboard with a client?","How do I let a client edit a Whiteboard?","How do I hide my Whiteboard from a client?","How do I show my Whiteboard to a client?","How can I give a client permission to edit a Whiteboard?","How do I make a whiteboard visible only to team coaches?","How do I share a whiteboard with my team?","What is a whiteboard?"],"reducedSearchTermSet":["whiteboard visibl","_0 make whiteboard privat","_0 share whiteboard with client","_0 let client edit whiteboard","_0 hide whiteboard from client","_0 show whiteboard client","_0 give client permiss edit whiteboard","_0 make whiteboard visibl onli team coach","_0 share whiteboard with team","what whiteboard"],"relatedTopicSet":[""],"ID":"94","ParentID":"92"},"clientInvoicing\/creatingInvoices":{"slug":"creatingInvoices","slugPath":"clientInvoicing\/creatingInvoices","name":"Creating and Deleting Invoices","article":"<div>Client invoices allow you to create invoices to send to clients. To create an invoice, click <em>+Invoice <\/em>in either the <em>Outstanding<\/em>&nbsp;or <em>Accounts<\/em>&nbsp;tabs:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-22_at_5.02.01pm-2.png\" height=\"737\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-04-22_at_5.02.01pm-2.png\" \/><\/div><div>Choose which client to send an invoice to, the invoice date, and the invoice number. Add line items and taxes as necessary.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-22_at_5.04.13pm.png\" height=\"675\" width=\"658\" class=\"center\" alt=\"screenshot_2024-04-22_at_5.04.13pm.png\" \/><\/div><div>You can choose to send the invoice now or defer sending until a later time. Upon creation, your new invoice will be added to that client's total in the <em>Outstanding<\/em>&nbsp;and <em>Account<\/em>&nbsp;tabs.<\/div><br \/><h2>Modifying an Invoice<\/h2><div>To send an invoice after you've created it, or to make any other changes, click the <em>Edit<\/em>&nbsp;button to the right of that invoice, then check <em>Send this invoice to my client<\/em>, then click <em>Update Invoice<\/em>. You can also click into an invoice, then click the email button in the bottom right.<\/div><br \/><h2>Deleting an Invoice<\/h2><div>If you'd like to delete an invoice, click into the invoice you'd like to delete, then click the trash button in the bottom right:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-22_at_5.05.16pm.png\" height=\"806\" width=\"658\" class=\"center\" alt=\"screenshot_2024-04-22_at_5.05.16pm.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/deleteinvoice.png\" height=\"0\" width=\"0\" class=\"center\" alt=\"deleteinvoice.png\" \/><\/div>","inAppPage":"","searchTermSet":["Creating and Deleting Invoices","How do I create an invoice?","How do I bill my clients?","How do I send an invoice?","How do I charge my clients for my coaching?","How do I setup payments?","How do I delete an invoice?","Create Invoice","Invoice delete"],"reducedSearchTermSet":["creat and delet invoic","_0 creat invoic","_0 bill client","_0 send invoic","_0 charg client coach","_0 setup payment","_0 delet invoic","creat invoic","invoic delet"],"relatedTopicSet":[""],"ID":"98","ParentID":"97"},"clientInvoicing\/scheduling":{"slug":"scheduling","slugPath":"clientInvoicing\/scheduling","name":"Scheduling Future Invoices","article":"<div><strong>Note: The best way to set up a series of recurring invoices is to&nbsp;<\/strong><strong><a href=\"engagements\" class=\"toArticle\">use the Engagements feature.<\/a><\/strong><\/div><br \/><div><a href=\"engagements\" class=\"toArticle\"><\/a><div><a href=\"engagements\" class=\"toArticle\"><\/a><\/div><a href=\"engagements\" class=\"toArticle\"><\/a><\/div><div>When&nbsp;<a href=\"clientInvoicing\/creatingInvoices\" class=\"toArticle\">creating an invoice<\/a>, you have the option of scheduling recurring invoices.&nbsp; Click <em>I would like to make a series of invoices just like this one:&nbsp;<\/em><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-24_at_6.42.23am.png\" height=\"783\" width=\"686\" class=\"center\" alt=\"screenshot_2024-04-24_at_6.42.23am.png\" \/><\/div><div><em>Note: To send future invoices automatically, you'll need to check the box to 'Send this invoice' on this first invoice you create.<\/em><\/div><br \/><div>Now, choose the number of future invoices you'd like to schedule and the frequency:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-24_at_6.43.21am.png\" height=\"784\" width=\"681\" class=\"center\" alt=\"screenshot_2024-04-24_at_6.43.21am.png\" \/><\/div><div>Scheduled invoices will show as scheduled in your <em>Business Center <\/em>&gt;&gt;&nbsp;<em>Invoicing &gt;&gt; Accounts<\/em> for that client or company:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-24_at_6.47.14am.png\" height=\"391\" width=\"843\" class=\"center\" alt=\"screenshot_2024-04-24_at_6.47.14am.png\" \/><\/div><div>\n<br \/><\/div>","inAppPage":"","searchTermSet":["Scheduling Future Invoices","Can I send a client an invoice in the future?","How do I schedule future invoices?","Create future invoice"],"reducedSearchTermSet":["schedul futur invoic","can send client invoic in futur","_0 schedul futur invoic","creat futur invoic"],"relatedTopicSet":[""],"ID":"99","ParentID":"97"},"clientInvoicing\/resending":{"slug":"resending","slugPath":"clientInvoicing\/resending","name":"Resending Invoices","article":"<div>You can see when an invoice was last sent by clicking into the invoice and looking at the bottom left-hand side.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-24_at_3.32.24pm.png\" height=\"968\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-10-24_at_3.32.24pm.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/invoicelastsent.png\" height=\"0\" width=\"0\" class=\"center\" alt=\"invoicelastsent.png\" \/><\/div><div>To resend an invoice, click the <em>Email Invoice<\/em>&nbsp;button.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-24_at_3.33.51pm.png\" height=\"967\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-10-24_at_3.33.51pm.png\" \/>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/emailinvoice.png\" height=\"0\" width=\"0\" class=\"center\" alt=\"emailinvoice.png\" \/><\/div><div>Select the parties that you'd like to send the invoice to, then click <em>Send<\/em>. You can choose to send the invoice to the client, yourself, or a third party.&nbsp; You can also add a personal note.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-24_at_3.35.50pm.png\" height=\"972\" width=\"428\" class=\"center\" alt=\"screenshot_2024-10-24_at_3.35.50pm.png\" \/><\/div><div>You can view the complete Send Log of an invoice by clicking the magnifying glass icon on the right hand side:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-24_at_3.37.06pm.png\" height=\"968\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-10-24_at_3.37.06pm.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/emailinvoicedialogue.png\" height=\"0\" width=\"0\" class=\"center\" alt=\"emailinvoicedialogue.png\" \/><\/div>","inAppPage":"","searchTermSet":["Resending Invoices","How do I resend an invoice?","How do I send an invoice to myself, a client, or a third party?","If a client doesn't see an invoice, how do I email it again?","How do I make sure a client receives an invoice?","Can I email an invoice to a different email address?","How do I send an invoice to someone that's not in the system?","How do I send an invoice not to the client but to the company?","Reminder on Invoice","Invoice Reminder","Invoice Sent","When did the invoice send?"],"reducedSearchTermSet":["resend invoic","_0 resend invoic","_0 send invoic myself client or third parti","if client doesn't see invoic _0 email again","_0 make sure client receif invoic","can email invoic differ addr","_0 send invoic someon that' not in system","_0 send invoic not client but compani","remind on invoic","invoic remind","invoic sent","did invoic send"],"relatedTopicSet":[""],"ID":"100","ParentID":"97"},"clientInvoicing\/onlinePayments":{"slug":"onlinePayments","slugPath":"clientInvoicing\/onlinePayments","name":"Online Payments","article":"<div>If you use Stripe, Square, or PayPal, CoachAccountable can process client payments of your invoices on your behalf.<\/div><br \/><div>Setting up CoachAccountable to process payments on your behalf is simple. Head to the Business Center &gt;&gt; <em>Setup<\/em>&nbsp;&gt;&gt; <em>Invocing Config &gt;&gt; Processor<\/em>.&nbsp;<\/div><br \/><div>Pick your processor of choice.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-14_at_3.31.13pm.png\" height=\"514\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-03-14_at_3.31.13pm.png\" \/><\/div><div>Here's how each processor integrates with CoachAccountable:<br \/><\/div><br \/><h3><strong>Stripe<\/strong><\/h3><div>To use Stripe, click the <em>Connect<\/em>&nbsp;button and authorize CoachAccountable on Stripe's end. You can even get yourself a new account through this process.<\/div><br \/><h3><strong>Square<\/strong><\/h3><div>If you\u2019re not logged in to Square, you\u2019ll be directed to the Square login page.<\/div><br \/><div>If you are logged in, you\u2019ll skip right over that one and see this next. Square will make sure you want CoachAccountable to have some permissions.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/squarepermissions.png\" height=\"441\" width=\"561\" class=\"center\" alt=\"squarepermissions.png\" \/><\/div><br \/><div>Allow, and you'll be on your way.&nbsp;<\/div><br \/><div>Both Stripe and Square allow a client to pay the invoice right within CoachAccountable, as opposed to bouncing off to another site to complete the transaction.<\/div><br \/><h3>PayPal<\/h3><div>PayPal has a few drawbacks, so we truly recommend using Stripe or Square if your country offers it.&nbsp;<a href=\"clientInvoicing\/onlinePayments\/paypal\" class=\"toArticle\">Check out the PayPal setup instructions and more on the tradeoffs here.&nbsp;<\/a><\/div><br \/><h3><strong>Storing Card Info<\/strong><\/h3><div>As an added convenience, your clients can choose to have the system remember their credit card for future use (only IF you use Stripe or Square - this is not available with PayPal).<\/div><br \/><div><div>For those of you who are mindful of the security concerns of storing the credit card information of others (and hopefully, that\u2019s everyone who\u2019s looking to take payments online), both Stripe and Square offer systems for offloading the storage of such sensitive information.&nbsp; As is the case for coach subscription payment information, the CoachAccountable server never stores your client\u2019s credit card details (beyond identifying bits like last 4 digits and expiration), and instead keeps a unique token which allows it to perform transactions on your behalf.<\/div><br \/><div>This, coupled with the security measures already in place, makes CoachAccountable a PCI compliant system for handling your clients\u2019 invoice payments online.<\/div><\/div>","inAppPage":"invoicingConfig","searchTermSet":["Online Payments","Does CoachAccountable integrate with Stripe or Square?","Can I link CoachAccountable with any online payment processors?","Can clients pay through Stripe or Square?","Does credit card information get saved in CoachAccountable?","How do I setup online payments?","Which payment processors work with CoachAccountable?","Can clients store credit cards in the system?","Is CoachAccountable PCI compliant?","Linking Stripe","Linking Square"],"reducedSearchTermSet":["onlin payment","do coachaccount integr with stripe or squar","can link coachaccount with ani onlin payment processor","can client pai through stripe or squar","do credit card inform get save in coachaccount","_0 setup onlin payment","which payment processor work with coachaccount","can client store credit card in system","coachaccount pci compliant","link stripe","link squar"],"relatedTopicSet":[""],"ID":"101","ParentID":"97"},"courses\/building\/actions":{"slug":"actions","slugPath":"courses\/building\/actions","name":"Course Actions","article":"<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_10.20.12AM.png\" height=\"291\" width=\"179\" class=\"center\" alt=\"Screenshot_2025-09-22_at_10.20.12AM.png\" \/><\/div><div>To add an <a href=\"actions\" class=\"toArticle\">Action<\/a> to your Course, drag the Action from the Course Tools onto a day or step.<\/div><br \/><div>A prompt appears that is similar to the setup of a non-Course Action: define what the Action is, when it needs to be completed by, and the reminders to be sent out. Choose to enable a notification or not, and you're all set.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_10.23.42AM.png\" height=\"419\" width=\"656\" class=\"center\" alt=\"Screenshot_2025-09-22_at_10.23.42AM.png\" \/><\/div><div>Setting due dates for a Course Action is a little different: when scheduling an Action for your client, you'll choose a specific date and time.&nbsp; But a Course is different, more of a blueprint of what will happen whenever a specific client gets to a certain part of the Course.<\/div><br \/><div>So, due dates are relative, in the form of some number of days later and at a certain time.&nbsp; These are relative to whatever moment in time the Action is assigned, NOT the start date of the course.<\/div><br \/><div>For something to be due the same day it was assigned, simply type \"0\" for the number of days later.<\/div><br \/><div><h3>Progress Weights for Actions<\/h3><\/div><div>Actions are completable, and so, the completion of a given Action contributes to the progress made in that Course.<br \/><\/div><br \/><div>If you have enabled progress meters for your Course (under <a href=\"courses\/basics\" class=\"toArticle\">basic settings<\/a>) you can set the \"Progress weight\" for the Action.&nbsp; This weight tells CoachAccountable how much of the progress meter for the Course should fill up when the Action is completed.<br \/><\/div><br \/><div><h3>Course Action Projects<\/h3><\/div><div><div><a href=\"actions\/projects\" class=\"toArticle\">Action Projects<\/a>&nbsp;are a way to group separate Actions as related components to a larger goal or milestone. &nbsp;With their progress meter and summary display, they do a great job of visually organizing the bigger picture of tasks that your clients are undertaking.<\/div><br \/><div>Project structure can be integrated into your Course Actions.&nbsp; To indicate that a given Course Action should be part of an Action Project, click the \"Project...\" link found when editing the item.&nbsp; This reveals two more controls:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_10.25.18AM.png\" height=\"437\" width=\"650\" class=\"center\" alt=\"Screenshot_2025-09-22_at_10.25.18AM.png\" \/><\/div><div>Simply type the name of the project, and assign a weight for the Action.\n<br \/><div><i><strong>Tip:<\/strong> This weight is \ndistinct from the Progress weight: the former is for the Action Project \nprogress meter, while the latter is for the overall Course progress \nmeter.<\/i><\/div><\/div><br \/><div>A given Course can entail Actions which fall under multiple Projects, or all under the same Action Project.&nbsp; As you add more Actions that belong to (one or more) Action Projects, this field will have auto-suggest options to ensure that your project names all line up.<\/div><div>\n<br \/><div> As Course Actions are dispatched to your participants, any called-for Action Projects will automatically be created as necessary.&nbsp; When you\u2019ve got big, complex courses whose Action assignments logically build towards one or more overall fronts, partitioning them off into Action Projects is a great way to organize the experience for your participants.<\/div><\/div><\/div>","inAppPage":"","searchTermSet":["Course Actions","How do I create Actions in a Course?","How do I make Course Actions?","How do I assign an Action at a specific date in the future?","How do I set Actions to deliver later?","How do I automatically assign Actions in the future?","What are good complements to Metrics?","What are good ideas for Course Actions?","How do I include appointments in a Course?","How do I get my clients to schedule with me in a Course?","How can I create recurring, repeatable actions or tasks?"],"reducedSearchTermSet":["cours action","_0 creat action in cours","_0 make cours action","_0 assign action at specif date in futur","_0 set action deliv later","_0 automat assign action in futur","what ar good complement metric","what ar good idea cours action","_0 includ appoint in cours","_0 get client schedul with me in cours","_0 creat recur repeat action or task"],"relatedTopicSet":["actions","actions\/projects"],"ID":"104","ParentID":"103"},"courses\/building\/metrics":{"slug":"metrics","slugPath":"courses\/building\/metrics","name":"Course Metrics","article":"<div><a href=\"metrics\" class=\"toArticle\">Metrics<\/a> are for tracking sort of numeric value over a span of weeks or months.<br \/><\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_4.32.24PM.png\" height=\"288\" width=\"183\" class=\"center\" alt=\"Screenshot_2025-09-22_at_4.32.24PM.png\" \/><\/div><div>\nTo add a Metric to your Course, drag the \nMetric icon from the Course Tools onto a day or step\n on which you would like to start tracking that Metric.<\/div><div><br \/><\/div><div>\nThe window that appears is similar to the one that appears when&nbsp;<a href=\"metrics\/setup\" class=\"toArticle\">setting up a non-Course Metric<\/a>:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_4.33.45PM.png\" height=\"848\" width=\"709\" class=\"center\" alt=\"Screenshot_2025-09-22_at_4.33.45PM.png\" \/><\/div><div>The only real difference is the duration: rather than setting a starting and ending date, you express the duration as a number of days to track.<\/div><br \/><div><h3>Start Date Offsets<\/h3><\/div><div>Most commonly, the time of tracking a Metric begins the very day it is dispatched by the Course, BUT, if desired, you can stagger the start date by some number of days using the \"with a start date offset by...\" control.<\/div><br \/><div>For example, by setting an offset of 7 days, you can have the Metric appear for your clients with the intention that they'll commence tracking in exactly one week.<\/div><br \/><div><em><strong>Tip:<\/strong>&nbsp; A negative offset allows for immediate back-dated tracking.&nbsp; For example, by setting an offset of -14 days you can instruct your clients to fill in data from the past 2 weeks to establish a sort of \"baseline\" picture of how things are going.<\/em><\/div><br \/><div><h3>The Date Range of Tracking<\/h3><\/div><div>\nA Metric in a Course simply sets in motion the tracking of that Metric for whatever duration you determine, and that duration isn't necessarily limited to the duration of the Course (i.e. a Metric can outlive the Course that started it).<\/div><div>\n<br \/><div>It's important to note that <em>you don't have to clone the Metric<\/em> for the entirety of its duration. You only have to create it once, with the proper duration, and from there the rules of the Metric itself will define how long and how often it is set to be tracked.<\/div>&nbsp;<\/div><div>Allowing for start date offsets, the days over which tracking happens is relative to whichever day it was originally dispatched.<\/div><br \/><div>For example, if you have a Course \nMetric going out on Day 1 of a Course and the Metric's duration is set for 30 days, a \nclient beginning a Course on January 1st will start tracking the Metric \non January 1st and will finish on January 30th. If a client begins that \nsame Course on January 15, the Metric will track from January 15 through\n February 14, and so on.<br \/><\/div><br \/><div><h3>Course Metrics Work Just Like Regular Metrics<\/h3><\/div><div>A Course Metric works exactly like a non-Course Metric. A client will see the Metric in their Metrics tab, and will receive email (or text) reminders to fill the Metric in.&nbsp; Just like in non-Course Metrics, data can also be automatically entered into the Metric if it's&nbsp;<\/div><div><a href=\"metrics\/setup\/pipingInFromWorksheets\" class=\"toArticle\">piped in from a Worksheet<\/a>&nbsp;or&nbsp;<a href=\"sessionNotes\/templates\" class=\"toArticle\">form-based Session Note.<\/a><\/div>","inAppPage":"","searchTermSet":["Course Metrics","How do I use a Metric in a Course?","How do I automate Metrics?","How do I deliver Metrics to a client at a future date?","How do I include Metrics in my program?","How do I use Metrics in my Course Module?","What's the best way to get my clients started on CoachAccountable?","How do I template Metrics?","What's the best way to standardize Metrics so I don't have to make them over and over?","How do I save a Metric for use with another client?","How do Course Metrics work?"],"reducedSearchTermSet":["cours metric","_0 us metric in cours","_0 autom metric","_0 deliv metric client at futur date","_0 includ metric in program","_0 us metric in cours modul","what' best wai get client start on coachaccount","_0 templat metric","what' best wai standard metric so don't have make them over and","_0 save metric us with anoth client","cours metric work"],"relatedTopicSet":["metrics"],"ID":"105","ParentID":"103"},"courses\/building\/worksheets":{"slug":"worksheets","slugPath":"courses\/building\/worksheets","name":"Course Worksheets","article":"<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_4.35.27PM.png\" height=\"289\" width=\"173\" class=\"center\" alt=\"Screenshot_2025-09-22_at_4.35.27PM.png\" \/><\/div><div>Courses allow you to automate the delivery of <a href=\"worksheets\" class=\"toArticle\">Worksheets<\/a>. To add a Worksheet to a Course, drag the Worksheet icon to the day or step of your choice.<\/div><br \/><div>Setup of a Course Worksheet is simple: choose which Worksheet Template you wish it to be (or create the content right here in the Course Builder.), define the due date and desired reminders.<br \/><\/div><br \/><div>If you're in a hurry and just creating a one-off, creating the content here is handy.&nbsp; Otherwise, and in most cases, it's best to create your Worksheets as a template in your Library, and THEN add those as Worksheet items here in the Course Builder.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_4.37.34PM.png\" height=\"607\" width=\"710\" class=\"center\" alt=\"Screenshot_2025-09-22_at_4.37.34PM.png\" \/><\/div><div><div>Using the template, and keeping your \nCourse Worksheet linked to that template, is generally the best \npractice: any modifications you may make to that template will \nautomatically be reflected in any Courses that use that template.<\/div><br \/><div><h3>Course Worksheet Due Dates<\/h3><\/div><div>\n<div>When assigning a Worksheet to your client, you choose a specific date and \ntime.&nbsp; But a Course is different, more of a blue print of what will \nhappen whenever a specific client gets to a certain part of the Course.<\/div><br \/><div>So\n due dates are relative, in the form of some number of days later and at\n a certain time.&nbsp; These are relative to whatever moment in time the Worksheet is assigned, NOT the start date of the course.<\/div><br \/><div>For something to be due the same day it was assigned, simply type \"0\" for the number of days later.<\/div><div>\n<br \/><div><h3>Progress Weights for Worksheets<\/h3><\/div><div>Worksheets are completable, and so, the completion of a given \nWorksheet contributes to the progress made in that Course.<br \/><\/div><br \/><div>If you have enabled progress meters for your Course (under <a href=\"courses\/basics\" class=\"toArticle\">basic settings<\/a>)\n you can set the \"Progress weight\" for the Worksheet.&nbsp; This weight tells \nCoachAccountable how much of the progress meter for the Course should \nfill up when the \nWorksheet is completed.<\/div><\/div><\/div><\/div>","inAppPage":"","searchTermSet":["Course Worksheets","How do I use Worksheets in Courses?","How do I create a Course Worksheet?","How do I make a written assignment in Courses?","How do I deliver a Worksheet to a client at a later date?","How do I assign journal entries in a Course?","How do I include my course materials and PDFs in CoachAccountable?","How can I make a Worksheet repeat every week or every day?","How do I do repeatable Worksheets?","Is there a button that lets me assign a Worksheet for everyday?","How do I automate on-boarding and intake forms?"],"reducedSearchTermSet":["cours worksheet","_0 us worksheet in cours","_0 creat cours worksheet","_0 make written assign in cours","_0 deliv worksheet client at later date","_0 assign journal entri in cours","_0 includ cours materi and pdf in coachaccount","_0 make worksheet repeat everi week or dai","_0 repeat worksheet","there button that let me assign worksheet everydai","_0 autom on board and intak form"],"relatedTopicSet":[""],"ID":"106","ParentID":"103"},"courses\/building\/files":{"slug":"files","slugPath":"courses\/building\/files","name":"Course Files","article":"<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_4.39.33PM.png\" height=\"288\" width=\"168\" class=\"center\" alt=\"Screenshot_2025-09-22_at_4.39.33PM.png\" \/><\/div><div>To add a <a href=\"sharingFiles\/libraryFiles\" class=\"toArticle\">File<\/a> to your Course, simply drag the File icon and drop it on whatever day or step you'd like the File to be sent\/shared on.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_4.41.13PM.png\" height=\"369\" width=\"587\" class=\"center\" alt=\"Screenshot_2025-09-22_at_4.41.13PM.png\" \/><\/div><div>Simply choosing which file from your Library you'd like to be shared is all that is required.&nbsp; You can even add to your Library from this screen by clicking the \"I want to add a file that's not in my library\" link.<br \/><\/div><br \/><div>Generally you'll want the folder organization of Files your clients see to match that of your Library Files, but you can define some alternate location as well by choosing the \"Some other folder location...\" option.<br \/><\/div><br \/><div>Opting to send a notification of the File is often a great convenience: you can have the notification message include a [magicLink], which takes your client directly into their account and to the File being shared.<\/div><br \/><h2>Course Files and Worksheets<\/h2><div>Files often contain content for your clients to consume, learn from, and\/or reflect on.&nbsp; If you'd like the client to answer questions about the content, consider adding the file to a Worksheet. You can&nbsp;<a href=\"general\/wysiwyg\/embedMedia\" class=\"toArticle\">embed video and audio files into Worksheets<\/a>, and for other files add a button that downloads or opens the file right from the Worksheet.<br \/><\/div>","inAppPage":"","searchTermSet":["Course Files","How do I include video and audio in my course?","Can I upload files into my course?","How do I share a file with a client at a future date?","How do I send video and audio to my client?","How do I use my program video and audio materials in CoachAccountable?","How do I issue a preset order of videos?","Can I have videos in a Course?","How do I replace my membership site with all my content?"],"reducedSearchTermSet":["cours file","_0 includ video and audio in cours","can upload file into cours","_0 share file with client at futur date","_0 send video and audio client","_0 us program video and audio materi in coachaccount","_0 issu preset order video","can have video in cours","_0 replac membership site with all content"],"relatedTopicSet":["sharingFiles","sharingFiles\/embedding"],"ID":"107","ParentID":"103"},"courses\/building\/whiteboards":{"slug":"whiteboards","slugPath":"courses\/building\/whiteboards","name":"Course Whiteboards","article":"<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_4.42.39PM.png\" height=\"289\" width=\"169\" class=\"center\" alt=\"Screenshot_2025-09-22_at_4.42.39PM.png\" \/><\/div><div>\nTo add a <a href=\"whiteboards\" class=\"toArticle\">Whiteboard<\/a> to your Course, drag the Whiteboard icon from the Course Tools onto a day or step\n on which you would like to have it set up &amp; shared.<\/div><br \/><div>Simply give it a title and any initial content (if applicable), and it's ready.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_4.44.23PM.png\" height=\"743\" width=\"644\" class=\"center\" alt=\"Screenshot_2025-09-22_at_4.44.23PM.png\" \/><\/div><div><div>You can also define the <a href=\"whiteboards\/visibility\" class=\"toArticle\">Whiteboard visibility<\/a>, and whether or not your client can edit it (provided it's visible to them in the first place).&nbsp; If you are on Team Edition, you'll be able to define as well if other coaches are allowed to edit it.&nbsp; The Whiteboard owner is always allowed to edit it, and for Course Whiteboards the owner is the <a href=\"courses\/participations\" class=\"toArticle\">Course participant's<\/a> assigning coach.<br \/><\/div><\/div><br \/><div>Whiteboards are often useful on Day 1 or Step 1 of your Courses, or whenever you intend for a client to begin a new section or initiative.&nbsp;<\/div>","inAppPage":"","searchTermSet":["Course Whiteboards","Can I include Whiteboards in a Course?","How do I insert things I'd like to easily refer back to in a Course?","How do I deliver a Whiteboard at a later time?","How do I assign a Whiteboard at a future date?","How do I create bulletin boards or checklists for my clients in my coaching program?"],"reducedSearchTermSet":["cours whiteboard","can includ whiteboard in cours","_0 insert thing 'd like easili refer back in cours","_0 deliv whiteboard at later time","_0 assign whiteboard at futur date","_0 creat bulletin board or checklist client in coach program"],"relatedTopicSet":["whiteboards"],"ID":"108","ParentID":"103"},"groups\/creating":{"slug":"creating","slugPath":"groups\/creating","name":"Creating Groups","article":"<div>To create a new Group, click <em>+ Group<\/em>&nbsp;from your <em>Groups<\/em>&nbsp;page.<br \/>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-01-16_at_7.56.19am.png\" height=\"528\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-01-16_at_7.56.19am.png\" \/><\/div><div>After naming the Group, you can choose \"Clients may view and interact directly with this group\" or \"Only let me see the happenings at the group level.\" The latter indicates that the clients do not know they're in this Group.<\/div><br \/><div>Groups that are <strong>visible only to you<\/strong> allow you to create&nbsp;<a href=\"groups\/groupItems\/metrics\" class=\"toArticle\">Group Metrics<\/a>,&nbsp;<a href=\"groups\/groupItems\/actions\" class=\"toArticle\">Group Actions<\/a>, and other group activities just as in regular ones, leaving individuals with their individual assignments but <em>only you<\/em> with a view of the group\u2019s aggregate performance.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-01-16_at_8.01.37am.png\" height=\"384\" width=\"500\" class=\"center\" alt=\"screenshot_2024-01-16_at_8.01.37am.png\" \/><\/div><div>Once the Group is created, you'll be able to&nbsp;<a href=\"groups\/membership\" class=\"toArticle\">add and manage membership.<\/a><\/div>","inAppPage":"","searchTermSet":["Creating Groups","How do I create a Group?","How do I make a Group?","How do I set a Group up?","How do I setup a Group?","How do I start with Groups?"],"reducedSearchTermSet":["creat group","_0 creat group","_0 make group","_0 set group up","_0 setup group","_0 start with group"],"relatedTopicSet":["groups\/membership","groups\/settings"],"ID":"115","ParentID":"113"},"groups\/membership":{"slug":"membership","slugPath":"groups\/membership","name":"Managing Membership","article":"<div>CoachAccountable Groups allows you to manage membership at any time. Simply click into a given Group and head to the <em>Membership<\/em> tab.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_11.20.10am.png\" height=\"600\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-03-21_at_11.20.10am.png\" \/><\/div><br \/><div><div>Click&nbsp;<em>+Client Members<\/em>&nbsp;to add a new member. Choose the members you'd like to add, then click <em>Add Selected<\/em>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_11.21.05am.png\" height=\"564\" width=\"767\" class=\"center\" alt=\"screenshot_2024-03-21_at_11.21.05am.png\" \/><\/div><h2>Group Membership by Company<\/h2><div>If you're using CoachAccountable&nbsp;<a href=\"companies\" class=\"toArticle\">Companies<\/a>, you can also set the membership to&nbsp;<a href=\"companies\/groups\" class=\"toArticle\">automatically include all members of a Company<\/a>. Note that you will need to have the Company set up with clients associated to it before using this membership selection.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_11.22.03am.png\" height=\"417\" width=\"967\" class=\"center\" alt=\"screenshot_2024-03-21_at_11.22.03am.png\" \/><\/div><br \/><h2>Deactivating \/ Deleting Group Members<\/h2><div>To deactivate or delete a member from the Group, click the gear next to that member.<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_11.24.14am.png\" height=\"412\" width=\"944\" class=\"center\" alt=\"screenshot_2024-03-21_at_11.24.14am.png\" \/><\/div><div><strong>Deactivating<\/strong> a member prevents that client from viewing and interacting with the Group, but keeps the record of their participation intact. <strong>Deleting<\/strong> a member erases all record of participation, including comments and postings. It's recommended to deactivate rather than delete group members.<\/div><br \/><h2>Managing Coach Members<\/h2><div>If on&nbsp;<a href=\"teamEdition\" class=\"toArticle\">Team Edition<\/a>, you may add coaches to the Group to give them access to that Group. Click on the <em>Coaches<\/em> tab, then click <em>+ Coach Members<\/em>.&nbsp;<br \/><br \/>Similarly to clients, click the gear icon next to a coach to deactivate or delete membership, or make that coach the owner of the Group.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_11.25.02am.png\" height=\"342\" width=\"963\" class=\"center\" alt=\"screenshot_2024-03-21_at_11.25.02am.png\" \/><\/div>","inAppPage":"","searchTermSet":["Managing Membership","How do I add new members to a Group?","How do I manage Group Membership?","How do I put a client in a Group?","How do I remove a client from a Group?","How do I delete a client from a Group?","How do I take someone out of a Group?","How do I prevent a client from participating in a Group?","How do I keep a client from participating in a Group?","How do I add a coach to a Group?","How do I remove a coach from a Group?","How do I change group membership?","Add client to a Group","Add Coach to a Group"],"reducedSearchTermSet":["manag membership","_0 add new member group","_0 manag group membership","_0 put client in group","_0 remov client from group","_0 delet client from group","_0 take someon out group","_0 prevent client from particip in group","_0 keep client from particip in group","_0 add coach group","_0 remov coach from group","_0 chang group membership","add client group","add coach group"],"relatedTopicSet":[""],"ID":"116","ParentID":"113"},"groups\/settings":{"slug":"settings","slugPath":"groups\/settings","name":"Group Settings","article":"<div>To view and change a Group's settings, bring up the <strong>Group Manager<\/strong> by clicking the gear icon for a given group as found in your Groups listing:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-26_at_11.40.28AM.png\" height=\"550\" width=\"838\" class=\"center\" alt=\"Screenshot_2025-09-26_at_11.40.28AM.png\" \/><\/div><div><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-26_at_11.42.47AM.png\" height=\"508\" width=\"745\" class=\"center\" alt=\"Screenshot_2025-09-26_at_11.42.47AM.png\" \/><\/div>","inAppPage":"","searchTermSet":["Group Settings","Where do I change Group settings?","Where do I find the Group Manager?","How do I bring up the Group Manager pop up?"],"reducedSearchTermSet":["group set","_0 chang group set","_0 find group manag","_0 bring up group manag pop"],"relatedTopicSet":[""],"ID":"117","ParentID":"113"},"groups\/groupItems":{"slug":"groupItems","slugPath":"groups\/groupItems","name":"Group Items","article":"<div>CoachAccountable Groups promote collaboration and accountability. Items created within a Group add ability for sharing and communication, or not.<\/div><br \/><div>When in a Group, click the plus sign next to the <em>Group Stream<\/em> tab to bring up the Group item adder.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_4.25.26pm.png\" height=\"609\" width=\"265\" class=\"center\" alt=\"screenshot_2024-05-13_at_4.25.26pm.png\" \/><\/div><div>You'll then be presented with many options to add to the Group Stream.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_4.27.48pm.png\" height=\"561\" width=\"382\" class=\"center\" alt=\"screenshot_2024-05-13_at_4.27.48pm.png\" \/><\/div><div>Choose to learn more about:<\/div><div><ul><li><a href=\"groups\/groupItems\/actions\" class=\"toArticle\">Group Actions<\/a><\/li><li><a href=\"groups\/groupItems\/metrics\" class=\"toArticle\">Group Metrics<\/a><\/li><li><a href=\"groups\/groupItems\/messages\" class=\"toArticle\">Group Messages<\/a><\/li><li><a href=\"groups\/groupItems\/sessions\" class=\"toArticle\">Group Session Notes<\/a><\/li><li><a href=\"groups\/groupItems\/worksheets\" class=\"toArticle\">Group Worksheets<\/a><\/li><li><a href=\"groups\/groupItems\/appointments\" class=\"toArticle\">Group Appointments<\/a><\/li><li><a href=\"groups\/groupItems\/privateMessage\" class=\"toArticle\">Group Private Messages (PM)<\/a><\/li><li><a href=\"groups\/groupItems\/files\" class=\"toArticle\">Group Files<\/a><\/li><\/ul>\n<\/div><div>On one level, Group Items are useful in that they can be <strong>sent and assigned in bulk.<\/strong> With a couple of clicks, you can choose to send a Group Message to all or some members of a Group. Same thing with a Group Action. You want multiple clients to complete the same Action? Place the clients in a Group and assign them a Group Action. Much faster than clicking into each client and assigning the Action individually.<\/div><br \/><div>Group Items can also be used for <strong>collaboration<\/strong>. Completable items such as Actions, Metrics, and Worksheets can be set so that members of the Group can see the performance of the Group as a whole and as individuals. Take a Group sales Metric for example: a client could potentially see the sum of the Group's sales, and the sales numbers of each individual within the Group.<\/div><br \/><h2>Group Visibility and Privacy<\/h2><div>The degree to which information is shared amongst Group members is controlled through <strong>visibility settings<\/strong>. There are four options for each group item you share, listed from most secretive to most open:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_4.30.08pm.png\" height=\"157\" width=\"608\" class=\"center\" alt=\"screenshot_2024-05-13_at_4.30.08pm.png\" \/><\/div><div><div><ul><li><strong>Totally hidden as a Group Item<\/strong> means that, as far as your group members are concerned, the item isn't assigned to the Group at all. &nbsp;The item will appear as just an individual assignment with no ties to the group. This forgoes any group comment thread about it.<\/li><li><strong>Visible as a Group Item<\/strong> <strong>but hide group performance<\/strong> means they\u2019ll see it as a Group Item, can have a group conversation about it, but not see the overall result: for Metrics that means no aggregate graph will be visible, for Actions and Worksheets that means they\u2019ll have no idea of the overall level of completion of the assignment among their fellow group members, and so on. &nbsp;You as coach always get to see aggregate performance, of course, but they won\u2019t.<\/li><li><strong>Visible including aggregate performance<\/strong> means group members will see, for example, how many other group members have completed the assignment and how many have not, and among those completions how many were on time and how many were late, but not <em>which<\/em> members specifically. The specifics (for example Worksheet answers or individual Metric data) will not be visible to other group members.<\/li><li><strong>Visible including aggregate and individual performance<\/strong> offers a level of complete transparency. &nbsp;With Actions, everyone knows who\u2019s done it and when. &nbsp;With Worksheets, all members can read the completed worksheets as submitted by all other group members. &nbsp;And again, with Metrics, everyone can see the exact reported numbers of everyone else.<\/li><\/ul>\n<\/div><div>Note that you can change these settings for each item later if desired, and the visibility is set for each item individually. Thus, you can adjust if one Metric might be better kept private but another shared with full transparency.<\/div><\/div>","inAppPage":"","searchTermSet":["Group Items","How is a Group item different from a normal item?","How do I use Groups?","What's the best way to incorporate Group coaching?","How do I add a Group Item?","How do I assign things to a Group?","How do I send a Group message?","How do I manage client visibility for Group Items in Groups?","Manage client visibility settings for Group?"],"reducedSearchTermSet":["group item","group item differ from normal","_0 us group","what' best wai incorpor group coach","_0 add group item","_0 assign thing group","_0 send group messag","_0 manag client visibl group item in","manag client visibl set group"],"relatedTopicSet":[""],"ID":"118","ParentID":"113"},"groups\/groupItems\/actions":{"slug":"actions","slugPath":"groups\/groupItems\/actions","name":"Group Actions","article":"<div><a href=\"actions\" class=\"toArticle\">Actions, or assigned tasks that carry a due date and a reminder<\/a>, are one way to increase follow through and real client outcomes.&nbsp;<\/div><br \/><div>Group Actions apply this thinking at a Group level and allow some, or all members of a Group to work on <em>the same Action <\/em>at once. If you're working with a group that's working on a project where each of them has a <em>different<\/em>&nbsp;role or set of tasks, you may use&nbsp;<a href=\"groups\/groupItems\/actionProjects\" class=\"toArticle\">Group Action Projects<\/a>&nbsp;instead.<\/div><br \/><div>As coach, you're able to check in with the Group and see at once which members have completed the Action or not. And if your Group Visibility settings for the action allow it, members of the Group will be able to see that information as well.<\/div><br \/><div>Let's set up an example Action for a group to attend a networking event. Click the plus sign next to <em>Group Stream<\/em>, then click <em>+Action<\/em> to bring up the setup window.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupactions-addnewfrommenu.png\" height=\"1037\" width=\"942\" class=\"center fullScreenshot\" alt=\"groupactions-addnewfrommenu.png\" \/><\/div><br \/><div>Setup looks nearly identical to an Action for one person, except for the extra options on&nbsp;<a href=\"groups\/groupItems\" class=\"toArticle\">item inclusion<\/a>&nbsp;and&nbsp;<a href=\"groups\/groupItems\/clientVisibility\" class=\"toArticle\">item visibility<\/a><a href=\"groups\/groupItems\" class=\"toArticle\">.<\/a><\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/addgroupaction.png\" height=\"666\" width=\"720\" class=\"center\" alt=\"addgroupaction.png\" \/><\/div><div>As with an Action for a single person, basic setup is straightforward: Define what the Action is, set a due date and reminders.&nbsp;<\/div><br \/><div>To finish up, choose client<strong> visibility<\/strong> (the default setting allows a member to see whether other members have completed the Action), group notification, and whether to prevent members from editing or deleting the Action.<\/div><br \/><div>Here's what the Action looks like just after it's been created. Note the <em>\"Add a comment...\"<\/em> area that allows back and forth among members of the Group.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/newgroupaction.png\" height=\"292\" width=\"640\" class=\"center\" alt=\"newgroupaction.png\" \/><\/div><div><span style=\"color:rgb(74,74,74);\"><span style=\"color:rgb(74,74,74);\">As each member completes the Action, the progress meter fills up<\/span><span style=\"color:rgb(74,74,74);\">.&nbsp;<\/span>Click the arrow toward the lower right to expand the list and quickly see which of the group members have and have not done the Action.<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupactionprogress.png\" height=\"599\" width=\"643\" class=\"center\" alt=\"groupactionprogress.png\" \/><\/div><div>If you've allowed visibility for group and individual performance, members can be motivated by seeing the work done by other members.&nbsp;<br \/><\/div><p>&nbsp;<\/p>","inAppPage":"","searchTermSet":["Group Actions","How do I setup Group Actions?","What are some examples of Group Actions?","How do I assign the same Action for multiple people?","How do I make an Action for more than one person at a time?","How do I enable clients to see each other's Actions?","How can clients work together on an Action?"],"reducedSearchTermSet":["group action","_0 setup group action","what ar some exampl group action","_0 assign same action multipl person","_0 make action more than on person at time","_0 enabl client see each other' action","_1 work togeth on action"],"relatedTopicSet":["actions","actions\/projects"],"ID":"119","ParentID":"118"},"groups\/groupItems\/metrics":{"slug":"metrics","slugPath":"groups\/groupItems\/metrics","name":"Group Metrics","article":"<div><a href=\"metrics\" class=\"toArticle\">Metrics are one of the most powerful parts of CoachAccountable.<\/a>&nbsp;By measuring progress, you increase the chances of tangible results. CoachAccountable allows you to apply the performance-tracking and habit-forming potential of Metrics on a group level through Group Metrics.<\/div><br \/><div>Group Metrics are useful for a coaching group in which all or some members are working at the same Metric. &nbsp;Examples include:<\/div><div><ul><li>A group fitness program in which members are each tracking their weight and\/or daily exercise.<\/li><li>A sales team in which all members are pulling towards an office-wide sales goal.<\/li><li>A real estate team concerned with tracking performance measures such as number of appointments, showings, and touch points.<\/li><\/ul>\nIn each of these cases, individuals each have their own numbers to report for a given Metric, which in turn contribute to the <em>collective performance<\/em> of the group. &nbsp;That group performance is calculated as either the <strong>sum<\/strong> or the <strong>average<\/strong> of all of the individuals.<\/div><br \/><div><div>Group Metrics work how you think they would: as group members report their numbers over the passage of time, the Group Metric average or sum is automatically calculated to show the updated state of things, visible at any time to you (and potentially your client group members).<\/div><\/div><br \/><div>Let\u2019s look at a few examples to examine how Group Metrics foster higher engagement &amp; performance.<\/div><br \/><h2>Regular Exercise<\/h2><div>Say a fitness program challenges its participants to exercise regularly during the week, 3 times per week at least. &nbsp;Let\u2019s set this up as a Group Metric:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupexercisemetricsetup-2.png\" height=\"990\" width=\"718\" class=\"center\" alt=\"groupexercisemetricsetup-2.png\" \/><\/div><div>The setup is similar to a single-person Metric, with a few additions.<br \/><\/div><br \/><h3>Include<\/h3><div>Note that the Metric includes <strong>all members of the Group. <\/strong>Use this field to determine which members of the Group should report on the Metric.<\/div><br \/><h3>Target Values<\/h3><div>Similarly to a single-person Metric, you can allow people to set their own targets. In a group setting, this allows each individual to set a different target if the box is ticked.&nbsp;<\/div><br \/><h3>Group Data<\/h3><div>Choose whether the overall graph should show the <strong>sum <\/strong>or the <strong>average<\/strong> of individuals' data.&nbsp;<\/div><br \/><div>If you choose to show the sum, the overall graph will show the total for each data point. For example, if person A enters 1, person B enters 2, and person C enters 3, the graph will show 6 for that day.<\/div><br \/><div>If you choose to show the average, the graph will show 2 for that day, since 2 is the average of 1, 2, and 3.&nbsp;<\/div><br \/><h3>Client Visibility<\/h3><div>Like the other items you assign to a Group, Metrics allow you to set the&nbsp;<a href=\"groups\/groupItems\/clientVisibility\" class=\"toArticle\">visibility level.<\/a><\/div><br \/><div>Looking more specifically at this example: the Metric includes all members of the group, and the unit of measure is days, as in \u201chow many days did you exercise this week?\u201d. &nbsp;Say this is a six-week program, so we\u2019ll have this span six weeks. &nbsp;As you can see in the Frequency setting, folks report weekly on Fridays. &nbsp;We\u2019re NOT doing a running total (see the Data entry setting), and accordingly our target will begin at 3 and end at 3. &nbsp;In other words: in the first week as well as in the last, exercising 3 times per week is the goal, and more is better.<br \/><\/div><br \/><div>Beyond group inclusion, there are two other group-specific settings here: the data is grouped as an average so we can see how the group is overall stacking up against the 3-times-per-week goal, and we\u2019ve set&nbsp;<a href=\"groups\/groupItems\/clientVisibility\" class=\"toArticle\">client visibility<\/a>&nbsp;to include aggregate plus individual performance, meaning they\u2019ll be able to see that group average as numbers get reported, as well as peek into everyone else\u2019s graph. &nbsp;(A key part of this is that group members know that everyone else can look into their graph, which can add some nice friendly competition.)<\/div><br \/><div>After a few weeks of tracking data, here\u2019s how things look:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupexercisemetric-2.png\" height=\"1049\" width=\"965\" class=\"center\" alt=\"groupexercisemetric-2.png\" \/><\/div><div>Think about having this sort of data organized like this as coach: you know exactly who\u2019s thriving and who\u2019s struggling, and can give meaningful and insightful coaching to both the group and specific individuals because of it. &nbsp;The at-a-glance comparison among group members also gives you an immediate sense how feasible (or not!) a given target really is, allowing you to tune accordingly when needed (after all, if EVERYONE\u2019s in the red zone\u2026).<br \/><\/div><br \/><h2>A Shared Sales Goal<\/h2><div>Say a sales team wants to collectively cause $100,000 in sales over the course of a month. &nbsp;Let\u2019s set that up.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupsalesmetricsetup.png\" height=\"992\" width=\"718\" class=\"center\" alt=\"groupsalesmetricsetup.png\" \/><\/div><div>We\u2019ve chosen to group the data as the <strong>sum of individual data points<\/strong>, and so here we have to do a little math: since there are four members of the group, each should have an individual target of $25,000 in order to have a group total goal of $100,000.<\/div><br \/><div>The reporting <strong>frequency <\/strong>is set to be every weekday to prompt the group members to report on each business day. &nbsp;<\/div><br \/><div>Under <strong>Data entry <\/strong>we've chosen the cumulative option, as this is a matter of daily reported sales numbers each contributing to a running total for the month.<br \/><\/div><br \/><div>Here\u2019s how this could play out after a few weeks:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupsalesmetricresults.png\" height=\"948\" width=\"867\" class=\"center\" alt=\"groupsalesmetricresults.png\" \/><\/div><div>The summed performance of the group can be seen at the top: at-a-glance you can see that the group is on track to make the overall goal. &nbsp;Data points can also be conveniently seen for each individual: Walter stands out as having really excelled relative to his individual goal, and Patrick can be seen easily as being under during the first couple weeks. &nbsp;(Better yet: in practice you as coach would be able to detect this almost immediately, and have the opportunity to intervene and\/or offer support way sooner than 2 weeks in.)<br \/><\/div><br \/><div>You have the option of whether or not to make all individual performance visible to all other group members. &nbsp;While not always appropriate, this can be a great way to cause a useful sort of peer pressure to perform: everyone knows their own numbers are subject to scrutiny by other group members. &nbsp;In the best case this can create a very healthy sort of contest among participants, spurring on a sort of one-upping that elevates the group as a whole.<\/div><br \/><h2>Tiny Habits<\/h2><div>A Group Metric can be an effective way to instill a useful practice into your coaching groups. &nbsp;Say for example you\u2019d like all of your group members to, for the next month, take on the practice of meditating daily.<\/div><br \/><div>Here\u2019s the setup:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupmeditationmetric.png\" height=\"993\" width=\"717\" class=\"center\" alt=\"groupmeditationmetric.png\" \/><\/div><div>Tracking a regular practice is a good candidate for a Binary Metric, wherein the measurement is simply a \u201cdid you do it or didn\u2019t you\u201d, 1=YES and 0=NO.<\/div><br \/><div>Here\u2019s how the Metric looks a few weeks in:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/meditationmetricresults.png\" height=\"950\" width=\"866\" class=\"center\" alt=\"meditationmetricresults.png\" \/><\/div><div>As with other Metrics that have a target, what\u2019s powerful about a Group Metric is that no one wants to be the one with lots of red on their graph. &nbsp;It\u2019s a subtle (but effective!) nudge to keep members keeping up.<br \/><\/div><br \/><div>Group Metrics accommodate a wide variety of group performance scenarios. &nbsp;To summarize, these are the key benefits to using them:<\/div><div><ul><li>Manage performance of the whole team thanks to detailed awareness of what\u2019s going on with everyone.<\/li><li>See the aggregate performance of the whole team, always calculated for you up-to-date.<\/li><li>Transparency among group members of the collective (and optionally, individual) performance which pulls for individual accountability.<\/li><\/ul>\n<\/div>","inAppPage":"","searchTermSet":["Group Metrics","How do I set up Group Metrics?","What goes into Group metric setup?","What are some examples of a Group Metric?","How do I track the same Metric for multiple people?","How do I setup a Metric for more than one person at a time?","How do I enable clients to see each other's Metric progress?"],"reducedSearchTermSet":["group metric","_0 set up group metric","what go into group metric setup","what ar some exampl group metric","_0 track same metric multipl person","_0 setup metric more than on person at time","_0 enabl client see each other' metric progr"],"relatedTopicSet":["metrics"],"ID":"120","ParentID":"118"},"groups\/groupItems\/worksheets":{"slug":"worksheets","slugPath":"groups\/groupItems\/worksheets","name":"Group Worksheets","article":"<div><a href=\"worksheets\" class=\"toArticle\">Worksheets<\/a>&nbsp;allow you to create homework assignments, such as forms, for your clients.<\/div><br \/><div>You can assign a Worksheet to a Group all at once. This more efficient than assigning a Worksheet person-by-person, and there is the additional benefit of group participation and commenting.&nbsp;<\/div><br \/><h2>Assigning a Group Worksheet<\/h2><div>To assign a Group Worksheet, head to a given Group, click the plus sign next to <em>Group Stream<\/em>, then click <em>+Worksheet<\/em>:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/newgroupworksheet.png\" height=\"720\" width=\"858\" class=\"center\" alt=\"newgroupworksheet.png\" \/><\/div><div>The Assign a Group Worksheet window looks similar to assigning a Worksheet to an individual. You can choose to assign the Worksheet to<strong> all or some members of the Group<\/strong>, and at the bottom you have the ability to control&nbsp;<a href=\"groups\/groupItems\/clientVisibility\" class=\"toArticle\">client visibility settings<\/a>. If you'd like Group members to see each other's filled-out Worksheets, keep the default, <em>\"Visible including aggregate and individual performance\"<\/em>, selected.<br \/><\/div><br \/><div>From there, the standard Worksheet setup applies. You have the option to start with a blank or choose from one of your saved&nbsp;<a href=\"worksheets\/templates\" class=\"toArticle\">Worksheet Templates<\/a>.You aren't limited to the exact template you choose -- you're free to modify it.&nbsp;<\/div><br \/><div>Set the due date, reminder(s), and notifications and you're all set.&nbsp;<\/div><br \/><h2>Viewing the Worksheet<\/h2><div>Your Group Members will see the Worksheet assignment in their Group Stream as well as their individual Worksheets tabs.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/assignedgroupworksheet.png\" height=\"425\" width=\"707\" class=\"center\" alt=\"assignedgroupworksheet.png\" \/><\/div><div>Note the <em>\"Add a comment...\"<\/em> area where group members can participate in a discussion about the Worksheet.&nbsp;<\/div><br \/><div>As group members complete the Worksheet, the progress bar will fill in. You as coach can always read all the responses together by clicking on the arrow in the lower right, and d<span style=\"color:rgb(74,74,74);\">epending on the Worksheet's&nbsp;<\/span><a href=\"groups\/groupItems\/clientVisibility\" class=\"toArticle\" style=\"text-decoration:underline;\">visibility settings<\/a><span style=\"color:rgb(74,74,74);\">, a member may be able to see how many other members have completed the Worksheet and\/or the actual responses of other Group Members.<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/inprogressgroupworksheet-2.png\" height=\"899\" width=\"705\" class=\"center\" alt=\"inprogressgroupworksheet-2.png\" \/><\/div><h2>Modifying a Group Worksheet<\/h2><div>Click the edit icon in the lower right to make changes to the Group Worksheet, including changing the due date, reminders, and modifying which group members it's assigned to.<\/div><br \/>","inAppPage":"","searchTermSet":["Group Worksheets","How do I assign a Worksheet to a Group?","How do I give a Worksheet to multiple people","How do I collect responses from my clients?","Does CoachAccountable have a survey feature?","How do I create assignments for a Group?","How do I assign Worksheets to Groups?"],"reducedSearchTermSet":["group worksheet","_0 assign worksheet group","_0 give worksheet multipl person","_0 collect respons from client","do coachaccount have survei featur","_0 creat assign group","_0 assign worksheet group"],"relatedTopicSet":["worksheets"],"ID":"121","ParentID":"118"},"groups\/groupItems\/files":{"slug":"files\/","slugPath":"groups\/groupItems\/files","name":"Group Files","article":"<div>CoachAccountable&nbsp;<a href=\"sharingFiles\" class=\"toArticle\">file sharing<\/a>&nbsp;allows you to easily upload and share files with multiple people. You also have the ability to&nbsp;<a href=\"sharingFiles\/embedding\" class=\"toArticle\">embed larger video and audio files<\/a>, allowing playback right within CoachAccountable.<\/div><br \/><div>Group Files takes this one step further by allowing you to quickly share a file with some or all members of a Group.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-07-12_at_5.51.49pm.png\" height=\"583\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-07-12_at_5.51.49pm.png\" \/><\/div><div>To do so, head to a specific Group, then to the group's <em>Files<\/em> tab. To share a new file, click <em>+Group File<\/em> here, or click the plus sign next to <em>Group Stream<\/em>, then click <em>+File<\/em>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-07-12_at_5.52.50pm.png\" height=\"516\" width=\"701\" class=\"center\" alt=\"screenshot_2024-07-12_at_5.52.50pm.png\" \/><\/div><div>From here you'll be able to choose a file from your&nbsp;<a href=\"sharingFiles\/libraryFiles\" class=\"toArticle\">Library<\/a>&nbsp;(or upload a new one). If you'd like to share multiple files from your library, select that option and then Shift+select or CTRL+select as desired.<\/div><br \/><div>Choose whether or not to send a notification email, which will allow you to add a personal note, and you're all set.<br \/><\/div><br \/><div>There aren't any&nbsp;<a href=\"groups\/groupItems\/clientVisibility\" class=\"toArticle\">visibility settings<\/a>&nbsp;here, since each member in the Group receives a file just as they would if it were shared individually.<\/div><br \/><div><span style=\"color:rgb(74,74,74);\">Use Group Files to quickly share any program materials, PDFs, video, and audio with your Group.<\/span><br \/><\/div><br \/><h2><span style=\"color:rgb(74,74,74);\">Editing a Group File<\/span><\/h2><div><span style=\"color:rgb(74,74,74);\">To edit a Group File, hover over that file and click the Edit button in the lower right, or single click on the file and click the Edit button on the right sidebar.<\/span><\/div><br \/><h2>Removing a Group File<\/h2><div>To remove a file that's been shared with the Group, hover over that file and click the trash can icon in the lower right, or click once on the file and click the trash can icon on the right sidebar.&nbsp;<\/div><br \/>","inAppPage":"","searchTermSet":["Group Files","How do I share a file with a Group?","How do I send a file to multiple people at once?","How do I show video and audio to multiple people at once?","How do I make a file accessible to a group of clients?","How do I send a file to a Group?","How do I remove or delete a Group File?","How do I edit or change a Group File?"],"reducedSearchTermSet":["group file","_0 share file with group","_0 send file multipl person at onc","_0 show video and audio multipl person at onc","_0 make file access group client","_0 send file group","_0 remov or delet group file","_0 edit or chang group file"],"relatedTopicSet":["sharingFiles","sharingFiles\/embedding"],"ID":"122","ParentID":"118"},"groups\/groupItems\/sessions":{"slug":"sessions","slugPath":"groups\/groupItems\/sessions","name":"Group Session Notes","article":"<div><a href=\"sessionNotes\" class=\"toArticle\">Session Notes<\/a>&nbsp;allow you to summarize and record notes from your appointments with clients. You can choose between sharing the notes with clients or keeping them private.<\/div><br \/><div>Session Notes can also be applied on the Group Level.&nbsp;<a href=\"groups\/groupItems\/appointments\" class=\"toArticle\">Group Appointments<\/a>&nbsp;let you schedule an appointment for a Group (most often a conference call,&nbsp;<a href=\"appointments\/zoom\" class=\"toArticle\">video chat<\/a>, or webinar). Group Session Notes naturally accompany these, allowing you to record your observations on the Group Appointment for the record.<\/div><br \/><h2>Adding Group Session Notes<\/h2><div>To create a Group Session Note, click the plus sign next to <em>Group Stream<\/em>, then click <em>+Session<\/em>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/addgroupsessionnote.png\" height=\"588\" width=\"356\" class=\"center\" alt=\"addgroupsessionnote.png\" \/>From here, select the Session Template to work from, then hit Begin. Filling out the note works just like one for an individual client. Save progress when necessary, then when you're ready, click <em>Complete<\/em> to finish the Session Note.&nbsp;<\/div><br \/><div>The selection at the bottom will default to<em> \"Generally visible\"<\/em> or <em>\"Private, for my eyes only\"<\/em> based on your selection in the Session Note Template in your Library. You can change that visibility selection for each Session Note that you create for each individual or group, however.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupsessionnote.png\" height=\"525\" width=\"659\" class=\"center\" alt=\"groupsessionnote.png\" \/><\/div><div>After you mark the Session Note complete, choose to send them via email to all or some members of the group, including a personal note if desired.<\/div><br \/><h2>Viewing Group Session Notes<\/h2><div>Session Notes appear in the Group Stream, easily viewable by your Group if you've chosen<em> \"Generally visible\"<\/em>. The group will be able to comment on the Session Note as well. When paired with Group Appointments, Group Session Notes are a great way to create valuable dialog around what happened during the Appointment, especially for anyone who wasn't able to attend.<br \/><\/div><br \/><div>If allowed, group members can comment on the notes and have a discussion using the <em>\"Add a comment...\"<\/em> button.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupsessionnoteinstream.png\" height=\"282\" width=\"657\" class=\"center\" alt=\"groupsessionnoteinstream.png\" \/><\/div><h2>Editing a Group Session Note<\/h2><div>To edit a Group Session Note, including changing the visibility level, click the edit icon in the lower right. From here you can also delete the Group Session Note if desired.<\/div>","inAppPage":"","searchTermSet":["Group Session Notes","How do I share Session Notes with the Group?","Can I take notes for a Group Appointment?","How can I record notes for a webinar or group chat?","How do I write notes for a session with multiple clients?","How do I edit or change a Group Session Note?"],"reducedSearchTermSet":["group session note","_0 share session note with group","can take note group appoint","_0 record note webinar or group chat","_0 write note session with multipl client","_0 edit or chang group session note"],"relatedTopicSet":["sessionNotes"],"ID":"123","ParentID":"118"},"groups\/groupItems\/messages":{"slug":"messages","slugPath":"groups\/groupItems\/messages","name":"Group Messages","article":"<div>Group Messages function much like a post within a forum: whatever message you send gets seen by the entire Group in the Group Stream, and depending on the&nbsp;<a href=\"groups\/settings\" class=\"toArticle\">settings<\/a>&nbsp;you've chosen, respond in a thread of conversation.<\/div><br \/><div>Group Messages are also useful in that they allow you to place a [loginLink] in your message. Your Group members can use this link to log in, which saves you the time of sending a link individually.<br \/><br \/><div>To post a Group Message, click the plus sign next to Group Stream and choose <em>+Message.&nbsp;<\/em><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/addgroupmessage.png\" height=\"587\" width=\"355\" class=\"center\" alt=\"addgroupmessage.png\" \/><\/div><div>Simply type your message in, choose whether or not to CC yourself, then hit Post. Note the <em>Enable formatting<\/em> button at the lower right, which will provide the&nbsp;<a href=\"general\/wysiwyg\" class=\"toArticle\">WYSIWYG<\/a>&nbsp;editor so that you can add links, videos, photos, and more formatting.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupmessagecompose.png\" height=\"619\" width=\"690\" class=\"center\" alt=\"groupmessagecompose.png\" \/><\/div><div><div>Your Message appears in the Stream. Depending on each person's&nbsp;<a href=\"groups\/settings\" class=\"toArticle\">settings<\/a>&nbsp;for this particular group, the message may be sent as an email, too. Responding to the email notification will add to the conversation in-system.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupdiscussion1.png\" height=\"401\" width=\"718\" class=\"center\" alt=\"groupdiscussion1.png\" \/><\/div><div>Use Group Messages to encourage discussion and reinforce that the Group is an open forum, a transparent space for members to communicate and collaborate. And as an added advantage over email, the entire conversation is preserved and well-organized in the Group Stream.&nbsp;<\/div><br \/><\/div><\/div>","inAppPage":"","searchTermSet":["Group Messages","How do I send an email to multiple people at once?","How do I communicate with more than one client at a time?","How do I send a Group Message?","Does CoachAccountable have a bulletin or forum feature?","Can I message an entire Group?","Group Chat","Group Message","Group Communication"],"reducedSearchTermSet":["group messag","_0 send email multipl person at onc","_0 commun with more than on client at time","_0 send group messag","do coachaccount have bulletin or forum featur","can messag entir group","group chat","group messag","group commun"],"relatedTopicSet":["messaging"],"ID":"124","ParentID":"118"},"groups\/groupItems\/appointments":{"slug":"appointments","slugPath":"groups\/groupItems\/appointments","name":"Group Appointments","article":"<div>Appointments allow you to schedule meetings with your clients, set reminders, and assign&nbsp;<a href=\"appointments\/types\/worksheets\" class=\"toArticle\">pre and post appointment worksheets<\/a>. Once the appointment is scheduled, you and your clients will receive email and\/or&nbsp;<a href=\"settings\/notifications\" class=\"toArticle\">SMS text reminders<\/a>. You also have the ability to embed appointments into whatever online calendar you use (<a href=\"appointments\/sync\/gCal\" class=\"toArticle\">Google Calendar<\/a>,&nbsp;<a href=\"appointments\/sync\/iCal\" class=\"toArticle\">iCal<\/a>,&nbsp;<a href=\"appointments\/sync\/outlook\" class=\"toArticle\">Outlook<\/a>, etc.).<\/div><br \/><div>Appointments can also be scheduled for a group. You might want to host a&nbsp;<a href=\"appointments\/zoom\" class=\"toArticle\">Zoom<\/a>&nbsp;video chat or phone conference with your group, or hold a webinar.<\/div><br \/><h2>Setting a Group Appointment<\/h2><div>Go into a Group and click the plus sign next to the <em>Appointments<\/em>&nbsp;tab, or click the&nbsp;<em>+Appointment <\/em>button at the top right.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-07_at_1.25.14pm.png\" height=\"546\" width=\"999\" class=\"center\" alt=\"screenshot_2024-05-07_at_1.25.14pm.png\" \/><\/div><div>Choose which group members should be included in the appointment. From here, the setup is identical to scheduling an appointment for an individual client.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-07_at_1.28.56pm.png\" height=\"1048\" width=\"695\" class=\"center\" alt=\"screenshot_2024-05-07_at_1.28.56pm.png\" \/><\/div><div>Select the&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">Appointment Type<\/a>, choose the date of the session, any reminders and&nbsp;<a href=\"appointments\/types\/worksheets\" class=\"toArticle\">pre- or post-appointment worksheets<\/a>, and so on.&nbsp;<\/div><br \/><div>Note here that you can rename an Appointment Type by selecting the \"display as something else\" link. This is useful if you want to rename an Appointment Type into something more group-oriented, i.e. \"Conference Call\", \"Group Get-Together\", \" Weekly Webinar\".<br \/><\/div><br \/><div>The Appointment will appear in the <em>Appointments<\/em>&nbsp;tab for that group as well as on a group member's individual dashboard.<\/div><br \/><div>If you've selected \"All members of the group\", any members added later will also be part of the Group Appointment.<\/div><br \/><div>If you are on a Team Edition you can also include other Group Coaches in appointments when scheduling:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-23_at_3.31.08pm.png\" height=\"498\" width=\"718\" class=\"center\" alt=\"screenshot_2024-05-23_at_3.31.08pm.png\" \/><\/div><br \/><h2>Modifying or Cancelling a Group Appointment<\/h2><div>From the group's <em>Appointments<\/em>&nbsp;tab, click on the gear icon for any appointment to modify or cancel it. You can choose to modify which members should attend, reminders, and any other pieces of the appointment.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-07_at_1.29.43pm.png\" height=\"247\" width=\"777\" class=\"center\" alt=\"screenshot_2024-05-07_at_1.29.43pm.png\" \/><\/div><div>Group Appointments offer a quick way to schedule sessions for a group. Follow Group Appointments with&nbsp;<a href=\"groups\/groupItems\/sessions\" class=\"toArticle\">Group Session Notes<\/a>, which allow you to share your notes regarding the session.&nbsp;<\/div>","inAppPage":"","searchTermSet":["Group Appointments","How do I schedule a meeting for a Group?","How do I create a session for a Group?","How do I setup a webinar or conference call for a Group?","How do I set an appointment for more than one person at a time?","How do I create Group Appointments?","Add appointments to Group Stream"],"reducedSearchTermSet":["group appoint","_0 schedul meet group","_0 creat session group","_0 setup webinar or confer call group","_0 set appoint more than on person at time","_0 creat group appoint","add appoint group stream"],"relatedTopicSet":["appointments"],"ID":"125","ParentID":"118"},"metrics\/types":{"slug":"types","slugPath":"metrics\/types","name":"Types of Metrics","article":"<div><a href=\"metrics\" class=\"toArticle\">Metrics remain one of the most powerful pieces<\/a>&nbsp;of the entire CoachAccountable system: they make progress real, reveal hidden insights, and cause clients to be engaged at a very high and regular level.<\/div><br \/><div>There are four types of Metrics that are commonly employed: Cumulative, Measurement, Rating and Binary. &nbsp;Each flavor has its own characteristic setup, and each best fits its own separate set of outcomes worth tracking.<\/div><br \/><div>Acquainting yourself with these four metrics allows you to better utilize this powerful feature in order to better serve your clients.<\/div><br \/><h3>Cumulative<\/h3><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-29_at_10.29.32_am.png\" height=\"453\" width=\"967\" class=\"center\" alt=\"screen_shot_2021-10-29_at_10.29.32_am.pn\" \/><\/div><br \/><div>Cumulative is the type of Metric that typically starts at zero and builds towards some accumulated total amount. &nbsp;This is really common and handy for tracking long term performance goals in arenas like sales and other such measurable productivity.<\/div><br \/><div>The target trend line of a Cumulative Metric gives a day-by-day visual approximation of when performance is ahead of schedule and when it is lagging behind. &nbsp;This is quite nice for honing in on what\u2019s really working as well as identifying when goals are turning out to be off, either too easy or wholly unrealistic.<\/div><br \/><div>To create a Cumulative Metric the key is to choose the \u201ccumulative\u201d option for the Data Entry setting. &nbsp;Then make suitable target values to match the goal. &nbsp;Most often this will be zero to start, and an end target value of whatever you\u2019re shooting for by the end of the Metric duration. &nbsp;If for example the goal is $10,000 in sales over a 3 month period, you would set the Metric to last for 3 months and have the target values be zero to start and $10,000 to end.<\/div><br \/><div>Here\u2019s what the setup of the example Metric above looks like:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-29_at_10.36.10_am.png\" height=\"769\" width=\"776\" class=\"center\" alt=\"screen_shot_2021-10-29_at_10.36.10_am.pn\" \/><\/div><br \/><h3>Measurement<\/h3><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-29_at_10.53.37_am.png\" height=\"451\" width=\"840\" class=\"center\" alt=\"screen_shot_2021-10-29_at_10.53.37_am.pn\" \/><\/div><br \/><div>A Measurement Metric is perhaps the most intuitive of them all: it is simply the tracking of some real-world value that can be measured on a regular basis. &nbsp;\u201cWeight\u201d in a fitness program is a good example of a Measurement Metric.<\/div><br \/><div>In contrast to a Cumulative Metric it wouldn\u2019t make sense to have to have the numbers of a Measurement Metric be added up as a running tally: the numbers themselves are the real thing to plot and watch unfold over time. &nbsp;A Measurement Metric typically has target values that start at whatever the real-world value actually is at the onset of the Metric, and ends with the desired goal value. In the example chart above we see a starting measurement of 260lbs, with a desired end goal of 248lbs.<\/div><br \/><div>Measurement Metrics are a very natural way to keep track of real happenings over time and provide a strong visual guide to how well the desired change is (or isn\u2019t) panning out.<\/div><br \/><div>Here is the setup of the example Measurement Metric. &nbsp;Note how Data Entry is set to \u201cregular\u201d and the target values are chosen to match what\u2019s so to start, and the desired goal to end:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-29_at_10.48.56_am.png\" height=\"774\" width=\"765\" class=\"center\" alt=\"screen_shot_2021-10-29_at_10.48.56_am.pn\" \/><\/div><br \/><h3>Rating<\/h3><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-29_at_11.02.17_am.png\" height=\"407\" width=\"887\" class=\"center\" alt=\"screen_shot_2021-10-29_at_11.02.17_am.pn\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/5.-rating-metric.png\" height=\"0\" width=\"0\" class=\"center\" alt=\"5.-rating-metric.png\" \/>In contrast to Measurement Metrics which are concerned with real-world measurable values, Rating Metrics are made up of scales and subjective numbers that nevertheless give meaning and track-ability to the less tangible.<\/div><br \/><div>Things like \u201cmanagerial effectiveness\u201d, \u201cconfidence on sales calls\u201d, \u201cdegree of overwhelm\u201d, and \u201csense of well-being\u201d are all subjective, yet they are still of vital concern when coaching individuals towards their desired outcomes. &nbsp;By creating a scale and guiding your clients to weigh in regularly with their subjective assessments you gain a rather useful foothold into coaching and influencing these important intangibles. &nbsp;When tracked over time, and especially when annotated with comments, a Rating Metric invariably tells a real story about how these subjective aspects are going, and gives you as coach a useful area to focus on.<\/div><br \/><div>To create a Rating Metric simply decide on what scale you\u2019d like your clients to rate on. 1 through 10 is a very common one that everyone is familiar with. You might include this range in the name of the Metric (e.g. \u201cManagerial Effectiveness on a Scale of 1 to 10\u201d).<\/div><br \/><div>Once you pick your scale you then pick a number that nicely represents a sort of \u201cminimum acceptable\u201d value, as if to say \u201cthis value is okay, anything above this is a win, and anything below tells us we should look to improve\u201d. &nbsp;Set both your starting and ending target values to this threshold:<\/div><br \/><div>A common mistake is to setup a Rating Metric with zero for a starting target, and 10 as the ending one (or whatever value is the top of your scale). &nbsp;This isn\u2019t ideal because visually what you\u2019re saying, in essence, is that the bar is too low to trip over when you\u2019re getting started, but then gradually gets to only a perfect 10 being okay.<\/div><br \/><div>You can play with the target values to be whatever fits your style and actual goals. Typically a fixed target would be used throughout but it might be the case that you start with a 4 being okay and the game is to have your client view a 7 as the new standard of okay by the end of the Metric. &nbsp;Just make sure that your target values make sense as the real (an attainable!) goals throughout the period of time that you\u2019ll be tracking.<\/div><br \/><div>The setup of the Rating Metric looks like this. \"Points\" are recommended as the unit of measure. &nbsp;The \u201con a Scale of 1 to 10\u201d doesn\u2019t have to be there in the name, but it\u2019s a nice cue to remind the client how to report his or her values:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-29_at_11.01.29_am.png\" height=\"810\" width=\"693\" class=\"center\" alt=\"screen_shot_2021-10-29_at_11.01.29_am.pn\" \/><\/div><div>(Note that in the above the goal is to \u201cmeet or exceed\u201d the target value. &nbsp;When tracking something negative, e.g. degree of overwhelm, you\u2019ll want to set the goal to \u201cget at or below\u201d the target value.)<\/div><br \/><h3>Binary<\/h3><div>Here's a short video showing how to set up a Binary Metric.<\/div><div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/www.loom.com\/embed\/fd0def6821754fbfae66004641d28c0b\" frameborder=\"0\" allowfullscreen=\"\"><\/iframe><a href=\"https:\/\/www.loom.com\/embed\/fd0def6821754fbfae66004641d28c0b\" class=\"fallbackLink\" target=\"_blank\">How to Create a Binary Metric in CoachAccountable<\/a><\/div><br \/><\/div><div>Read more below.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-29_at_11.05.48_am.png\" height=\"408\" width=\"948\" class=\"center\" alt=\"screen_shot_2021-10-29_at_11.05.48_am.pn\" \/><\/div><div>In many cases it\u2019s useful simply to track regular practices in terms of a simple \u201cdid you do it, or did you not?\u201d &nbsp;This is where a Binary Metric comes in handy, where \u201cbinary\u201d is just a fancy way of signifying that something is \u201dzero or one\u201d, \u201con or off\u201d, or \u201cyes or no\u201d.<\/div><br \/><div>Binary Metrics are by far the least obvious use of Metrics, but like the others they enable a commonly useful type of tracking. &nbsp;Binary Metrics are a good way to ingrain regular habits into your clients like exercising daily, sticking to a nutrition plan, doing prescribed rituals, and so on.<\/div><br \/><div>To setup a Binary Metric the most important thing actually is to let your client know that he or she should report numbers as a one or a zero, one for yes and zero for no. Set target values to 0.5 to start, and 0.5 to end. It may seem nonsensical at first, but setting a flat line for the target that\u2019s halfway between zero and one leads to a visually nice graph where the \u201cyeses\u201d are shaded with a favorable green and the \u201cnos\u201d are in an unfavorable red.<\/div><br \/><div>(This assumes that yes is good: with a Binary Metric like \u201cDid you smoke today?\u201d in a program trying to discourage smoking, for example, you would flip the goal setting to \u201cget at or below\u201d the target value, and thus flip the coloring scheme.)<\/div><br \/><div>A Binary Metric is as simple as that: just a nice scheme to document how much a regular practice is being followed-through upon which shows the history and trends in a very visual way. &nbsp;The setup looks like this:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-29_at_11.04.14_am.png\" height=\"804\" width=\"688\" class=\"center\" alt=\"screen_shot_2021-10-29_at_11.04.14_am.pn\" \/><\/div><br \/><div>And there you have it: 4 commonly-employed types of Metrics, each with their own characteristic setups and each serving a different collection of things worth tracking during the course of a coaching relationship.<\/div><br \/><div>The great flexibility of Metrics is part of what makes them a little intimidating when you first set them up, but this flexibility is also what makes them so versatile for a broad range of outcomes tracking. &nbsp;By employing a combination of these four types you\u2019ll be able to track pretty much anything your clients are working on, and have them more engaged and satisfied with the process as a result.<\/div><br \/>","inAppPage":"","searchTermSet":["Types of Metrics","What kind of Metrics should I make?","What types of Metrics are there?","How do I track daily habits?","Is there a best practice for what Metrics to use?","What are some Metric Ideas?","How do I take advantage of the accountability portion of CoachAccountable?","How do I track less tangible things through Metrics?","How can I create recurring Actions or tasks?","What is the difference between regular and cumulative Metric?","How can I make a binary Metric?","Can I do a yes or no Metric?","How do I track the answer to yes or no questions?"],"reducedSearchTermSet":["type metric","what kind metric should make","what type metric ar there","_0 track daili habit","there best practic what metric us","what ar some metric idea","_0 take advantag account portion coachaccount","_0 track le tangibl thing through metric","_0 creat recur action or task","what differ between regular and cumul metric","_0 make binari metric","can ye or no metric","_0 track answer ye or no question"],"relatedTopicSet":[""],"ID":"132","ParentID":"54"},"worksheets\/formBased\/imagePrompts":{"slug":"imagePrompts","slugPath":"worksheets\/formBased\/imagePrompts","name":"Image Prompts","article":"<div><a href=\"worksheets\/formBased\" class=\"toArticle\">Form-Based Worksheets<\/a>&nbsp;allow you to create a form for your clients to fill out, comprised of text boxes, radio buttons, and so forth. &nbsp;In addition, Form-Based worksheets also support <strong>Image Prompts<\/strong> when creating a form, which allows your clients to answer questions with an image or two. Here's how it works.<\/div><br \/><h2>How to Add an Image Prompt<\/h2><div>Like when adding a form input of any other variety, a Image Prompt is added by clicking the <em>Add form item<\/em> button on the WYSIWYG toolbar:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/formitem.png\" height=\"32\" width=\"821\" class=\"center\" alt=\"formitem.png\" \/><\/div><div>Pick the \u201cImage prompt\u201d option in the drop-down menu and you\u2019ll find a similar (but slightly different) set of options:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/addimageprompt.png\" height=\"740\" width=\"785\" class=\"center\" alt=\"addimageprompt.png\" \/><\/div><br \/><div>\nIn the Worksheet, an Image prompt is rendered as a clickable button with whatever caption you set:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/foodjournalclientview.png\" height=\"621\" width=\"786\" class=\"center\" alt=\"foodjournalclientview.png\" \/><\/div><div>When a client is working on a Worksheet with an Image prompt item, clicking the button brings up the <strong>gallery browser<\/strong>. This is where your client will upload one (or more) image(s) and then ultimately choose for their answer:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/imagegallery.png\" height=\"545\" width=\"626\" class=\"center\" alt=\"imagegallery.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-07-23_at_2.48.50_pm.png\" height=\"0\" width=\"0\" class=\"center\" alt=\"screen_shot_2021-07-23_at_2.48.50_pm.png\" \/><\/div><div>As your clients fill out the Worksheet, the images are popped right in:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/imageinworksheet.png\" height=\"849\" width=\"652\" class=\"center\" alt=\"imageinworksheet.png\" \/><\/div><h2>Using Mobile Devices<\/h2><div>What\u2019s really nice about this is clients who fill out a Worksheet on a smartphone with CoachAccountable: when uploading a new image to the gallery, most devices give you the option to snap a photo right then, and upload THAT with just a few taps. &nbsp;As such, completing a photo journal-like Worksheet is quick and easy.<\/div><br \/><div>Image Prompts in Form-Based Worksheets add a new dimension to the kinds of assignments you can set up for your clients, letting pictorial input join the usual keyboard and click-based input.&nbsp;&nbsp;<\/div>","inAppPage":"","searchTermSet":["Image Prompts","Can clients upload a picture into their Worksheets?","How do I make a food diary for my clients","How do I use images in Worksheets?","I'd like my clients to answer with a picture, how do I do that?","What are image prompts?","Can I put images in Worksheets?"],"reducedSearchTermSet":["imag prompt","can client upload pictur into their worksheet","_0 make food diari client","_0 us imag in worksheet","'d like client answer with pictur _0 that","what ar imag prompt","can put imag in worksheet"],"relatedTopicSet":["imageGallery"],"ID":"136","ParentID":"68"},"FAQs\/fileDownload":{"slug":"fileDownload","slugPath":"FAQs\/fileDownload","name":"How do I prevent files from being downloaded?","article":"<div>It's totally understandable to want to protect intellectual property and prevent it from being distributed without your consent. &nbsp;When you&nbsp;<a href=\"sharingFiles\" class=\"toArticle\">share a file with a client<\/a>&nbsp;in CoachAccountable, you are giving the client access to that file. If the client can view the file, there isn't a way to prevent that file from being downloaded.<\/div><br \/><div>In general, protecting shared files on the web is a challenge. You can take steps to make it more difficult for your content to be plagiarized, however.&nbsp;<\/div><br \/><div>For <strong>written documents<\/strong>, a PDF is significantly harder to copy and paste than a Word or simple text document.&nbsp;<\/div><br \/><div>For <strong>video and audio files<\/strong>, instead of uploading directly into CoachAccountable, we recommend you use a third-party platform such as Youtube, Vimeo, or Soundcloud and&nbsp;<a href=\"general\/wysiwyg\/embedMedia\" class=\"toArticle\">embed the files in CoachAccountable<\/a>. Doing so takes advantage of the ability of these third-party platforms to restrict download.<\/div><br \/><div>\nUltimately, we recommend that you use your&nbsp;<a href=\"agreements\" class=\"toArticle\">Agreements<\/a>&nbsp;(contracts)&nbsp;to specify exactly the license you give to your clients and other users, as well as any legal recourse if they violate those terms.<\/div>","inAppPage":"","searchTermSet":["How do I prevent files from being downloaded?","How do I prevent my files being downloaded?","Is there a way to protect my files?","Can I stop my clients from downloading files if I share it with them?","How can I restrict my files from being downloaded?","I don't want my content to be plagiarized, what steps can I take to prevent that?"],"reducedSearchTermSet":["_0 prevent file from be download","_0 prevent file be download","there wai protect file","can stop client from download file if share with them","_0 restrict file from be download","don't want content be plagiar what step can take prevent that"],"relatedTopicSet":["sharingFiles","sharingFiles\/embedding"],"ID":"137","ParentID":"130"},"FAQs\/loginTrouble":{"slug":"loginTrouble","slugPath":"FAQs\/loginTrouble","name":"What do I do if a client can't log in?","article":"<h2>Is the Client Active?<\/h2><div>First things first: make sure you haven\u2019t&nbsp;<a href=\"clients\/deactivating\" class=\"toArticle\">deactivated their client account<\/a>. &nbsp;By design, a client you deactivate CAN\u2019T log in (unless you've&nbsp;<a href=\"clients\/deactivating\" class=\"toArticle\">given them access to do so<\/a>), so be certain that\u2019s not the reason for their issue OR advise them appropriately on how to start up work with you again.<\/div><br \/><div>For security purposes <em>the usernames and passwords of your clients are private<\/em>, so you can\u2019t tell your client what their username or password is. Similarly, you cannot reset the client's password.<\/div><br \/><div>&nbsp;There are a few things you <em>can<\/em> do, though.<\/div><br \/><h2>The Login Helper<\/h2><div>The login helper is always accessible by clicking the \u201c<strong>Forgot your username or password?<\/strong>\u201d link from wherever your clients are logging in from.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/loginhelper.png\" height=\"518\" width=\"362\" class=\"center\" alt=\"loginhelper.png\" \/><\/div><div>The login helper gives your clients (and you, if you forget your credentials) a choice of what to recover based on which part of the login is forgotten: the username or password.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/loginhelperstep2.png\" height=\"453\" width=\"356\" class=\"center\" alt=\"loginhelperstep2.png\" \/><\/div><div><strong>When you provide an email address,<\/strong>&nbsp;the system can look up the associated username and send it to the address provided. &nbsp;If there is no username account tied to the email address you provide, the system will tell you that in the message it sends.<br \/><\/div><br \/><div><strong>When you provide a username<\/strong>, the system sends an email with a magic link by which to log in automatically, which of course makes it possible to reset your password.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/loginhelperwrongusername.png\" height=\"497\" width=\"383\" class=\"center\" alt=\"loginhelperwrongusername.png\" \/><\/div><div>Here\u2019s the catch: the system can send an email out with that magic link ONLY IF the username provided is actually on file.<\/div><br \/><div>To prevent malicious parties from fishing around to see if certain individuals have an account (by guessing at plausible usernames), the system DOESN\u2019T tell you whether or not the username you entered actually exists: the above is the same message whether CA recognizes the username or doesn\u2019t.<\/div><br \/><div>This brings us to the common gotcha: if the login helper fails to send you a helper email when you request one, <strong>the most likely reason is that you\u2019re not actually entering your correct username.<\/strong> &nbsp;So the thing to do is enter your email on file to get your correct username, and THEN use that correct username to request a login link by which you\u2019ll be able to reset your password. &nbsp;(And in all cases you should check your spam folder just in case the login helper emails are landing there.)<\/div><br \/><div>The above is a general lesson on how to use the login helper to get back in, and it applies to coaches as well as clients. &nbsp;If your client is having trouble, you can always remind them of the email address on their account and from there they should be able to use the login helper to get the rest of the way using the two steps: first get the username, then use the username to get the login link..<\/div><br \/><h2>A login link that YOU can send<\/h2><div>All that said, you as coach can <strong>send your client a Message through the system that contains a magic login link<\/strong> to get that client right into his or her account.&nbsp;<\/div><br \/><div>Just include the [loginLink] magic tag anywhere with the body of the message and send it their way. &nbsp;Once in, they\u2019ll be able to visit their My Account page to confirm their username and, if needed, reset their password.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-15_at_8.54.04am.png\" height=\"1029\" width=\"970\" class=\"center\" alt=\"screenshot_2024-10-15_at_8.54.04am.png\" \/><\/div><div>One thing to note:<strong> if you CC yourself on this message<\/strong>, the [loginLink] will remain a [loginLink] in the email you receive. &nbsp;Rest assured your client got an actual login link. &nbsp;The reason you didn\u2019t is because that would be quite a security hole if you could send yourself a login link for your clients\u2019 accounts!<\/div><br \/><div>Thus, you have two things you can do when your client can\u2019t access their account. Granted the second approach is much more direct, BUT that requires you to be involved each time.<\/div><br \/><div>If your client has trouble logging in it's recommend you get them right in with a Message containing a login link, AND you let them know how to help themselves in the future by using the login helper, making them aware of the common gotcha so that they\u2019ll be successful with it.<\/div><br \/><div>It\u2019s a nice one-two combo, like giving them a fish for now and then teaching them how to fish for next time.<\/div>","inAppPage":"","searchTermSet":["What do I do if a client can't log in?","What do I do if a client can't log in?","My client forgot his or her password, what do I do?","My client can't get into the system, how do I get them back in?","My client's having trouble logging in; how do I help?","Can I send clients temporary passwords?","My client can't access his\/her account, help?","How can a client reset their password?","Locked out","Client Locked Out","Client login link","loginlink","login link","Why can't my client login?","Where do I find client log in link?","My client lost their login credentials","[loginLink]","How do I look up username and password information for clients?"],"reducedSearchTermSet":["what if client can't log in","what if client can't log in","client forgot hi or her password what","client can't get into system _0 them back in","clients' have troubl log in _0 help","can send client temporari password","client can't acc his\/her account help","_1 reset their password","lock out","client lock out","client login link","loginlink","login link","why can't client login","_0 find client log in link","client lost their login credenti","[loginlink]","_0 look up usernam and password inform client"],"relatedTopicSet":["messaging"],"ID":"139","ParentID":"130"},"FAQs\/printWorksheet":{"slug":"printWorksheet","slugPath":"FAQs\/printWorksheet","name":"Can clients download or print completed Worksheets","article":"<div>You or your clients might want to download or print completed Worksheets.&nbsp;<\/div><div><br \/><\/div><div>The process is identical for&nbsp;<span style=\"margin:0px;padding:0px;\">both coach and client: Access completed Worksheets from the&nbsp;<em>Completed <\/em>tab<em>&nbsp;<\/em>within the Client's Worksheets area<\/span>. Hover over the Worksheet you'd like to download or print and click the <em>Print<\/em>&nbsp;button.&nbsp;<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_12.11.51PM.png\" height=\"755\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-10-01_at_12.11.51PM.png\" \/><\/div><div><br \/><\/div><div>You can also click into the Worksheet itself and find an additional Print button there.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_12.13.47PM.png\" height=\"909\" width=\"602\" class=\"center\" alt=\"Screenshot_2025-10-01_at_12.13.47PM.png\" \/><\/div><div>You can either&nbsp;<strong>print<\/strong>&nbsp;the Worksheet or<strong>&nbsp;save it as a PDF<\/strong>.<\/div>","inAppPage":"","searchTermSet":["Can clients download or print completed Worksheets","How can my clients and I download or print a Worksheet?","How do I save a Worksheet to a PDF?","Can I access a Worksheet for offline viewing?"],"reducedSearchTermSet":["can client download or print complet worksheet","_1s and download or print worksheet","_0 save worksheet pdf","can acc worksheet offlin view"],"relatedTopicSet":["worksheets"],"ID":"140","ParentID":"130"},"FAQs\/clientprogressnologin":{"slug":"clientprogressnologin","slugPath":"FAQs\/clientprogressnologin","name":"Can I track client progress without logging in?","article":"<div>As your clients use the system and build&nbsp;<a href=\"stream\" class=\"toArticle\">their body of work<\/a>, you might find yourself looking to keep track of activity without having to log-in and click through each client's overview. CoachAccountable lets you keep up with clients, no log-in needed, through Happenings Reports.<\/div><br \/><div>Happenings Reports are email summaries of client activity, sent regularly at a frequency you determine. Set up your Happenings Reports under <em>Settings <\/em>&gt;&gt; <em>Happenings Reports<\/em>.&nbsp;<a href=\"clients\/happeningsreports\" class=\"toArticle\">Read more about Happenings Reports here.<\/a><br \/><\/div><div>&nbsp;<br \/><\/div>","inAppPage":"","searchTermSet":["Can I track client progress without logging in?","How can I keep up with client activity without logging in?","Can I track client progress through email?","How do I send myself email summaries of client work?","Can I receive client reports in my email?"],"reducedSearchTermSet":["can track client progr without log in","_0 keep up with client activ without log in","can track client progr through email","_0 send myself email summari client work","can receiv client report in email"],"relatedTopicSet":["clients\/happeningsreports"],"ID":"142","ParentID":"130"},"FAQs\/editcoursepostassignment":{"slug":"editcoursepostassignment","slugPath":"FAQs\/editcoursepostassignment","name":"Can I edit a Course after it's been assigned?","article":"<div>You're free to edit a&nbsp;<a href=\"courses\" class=\"toArticle\">Course<\/a>&nbsp;at anytime, even if it currently has participants going through it. Select the Course you'd like to edit, then click the <em>View\/Edit this Course<\/em>&nbsp;icon.<\/div><br \/><div><strong>Here's the catch.<\/strong>&nbsp;Edits made to a Course for items in a participant's future&nbsp;<strong>will<\/strong>&nbsp;take effect for that client. Edits to items that have already been delivered to a client (in that participant's past)&nbsp;<strong>will not<\/strong>&nbsp;take effect for that client.&nbsp;<\/div><div><br \/><\/div><div>For example, if a client is on day 6 of a Course and you add a Worksheet set to be delivered on day 7, that client <em>will<\/em> receive the worksheet. However, if you add the Worksheet to day 5, the client <em>will<\/em> <em>not<\/em> be assigned that Worksheet. &nbsp;<br \/><\/div><br \/><div>Thus, we recommend that you take a close look at where a client is in the timeline before making any changes, so that you know whether the client will be affected.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_12.05.15PM.png\" height=\"499\" width=\"971\" class=\"center\" alt=\"Screenshot_2025-10-01_at_12.05.15PM.png\" \/><\/div>","inAppPage":"","searchTermSet":["Can I edit a Course after it's been assigned?","Can I edit a Course after it's been assigned?","Do changes to a Course take effect for clients?","If a client is currently on a Course, can I add or remove something to that Course?","If I build a Course and assign it, can I continue to edit future days?","Can I change a Course timeline, even if a client is taking the Course?","Can I change a Course after it starts?"],"reducedSearchTermSet":["can edit cours after ' been assign","can edit cours after ' been assign","chang cours take effect client","if client current on cours can add or remov someth that","if build cours and assign can continu edit futur dai","can chang cours timelin even if client take","can chang cours after start"],"relatedTopicSet":["courses","courses\/building"],"ID":"144","ParentID":"130"},"FAQs\/datasecurity":{"slug":"datasecurity","slugPath":"FAQs\/datasecurity","name":"How secure is my coaching data?","article":"<div><\/div><div><\/div><div><h2 style=\"font-weight:bold;\"><span style=\"color:rgb(67,67,67);background-color:transparent;\">Hosting Environment<\/span><\/h2><p dir=\"ltr\"><span style=\"color:rgb(0,0,0);background-color:transparent;\">CoachAccountable is hosted with INAP in a SOC 2-Certified data center located in the United States (Chicago, Illinois, to be exact), in a HIPAA-compliant hosting environment protected by a hardware Web Application Firewall.&nbsp; The split server architecture has the database located in a DMZ that is inaccessible to web traffic.<\/span><\/p>\n<br \/><p dir=\"ltr\"><span style=\"color:rgb(0,0,0);background-color:transparent;\">All web traffic to and from CoachAccountable is encrypted via TLS\/SSL, mandated by HSTS (HTTP Strict Transport Security).<\/span><\/p>\n<p dir=\"ltr\"><span style=\"color:rgb(0,0,0);background-color:transparent;\"><br \/><\/span><span style=\"color:rgb(0,0,0);background-color:transparent;\">Outside of allowed web traffic, connection to the environment is only allowed via SSH to authenticated users who are logged into the VPN.<\/span><\/p>\n<br \/><p dir=\"ltr\"><span style=\"color:rgb(0,0,0);background-color:transparent;\">The CoachAccountable database is backed up nightly, and stored encrypted offsite with Amazon S3.<\/span><\/p>\n<p dir=\"ltr\"><b style=\"font-weight:bold;\">\n<\/b><\/p>\n<br \/><h2 style=\"font-weight:bold;\"><span style=\"color:rgb(67,67,67);background-color:transparent;\">Regulatory Compliance<\/span><\/h2><p dir=\"ltr\"><span style=\"color:rgb(0,0,0);background-color:transparent;\">CoachAccountable is fully GDPR compliant.&nbsp; We do NOT have separate policies for users from parts of the world outside of the European Union, so <strong>all users worldwide enjoy the same protections and rights<\/strong> over their data and how it is used by CoachAccountable.<\/span><\/p>\n<br \/><p dir=\"ltr\"><span style=\"color:rgb(0,0,0);background-color:transparent;\">You can find complete details on what data we capture and how we use it in <a href=\"https:\/\/www.coachaccountable.com\/privacy\" target=\"_blank\">our Privacy Policy<\/a>.&nbsp; Use of CoachAccountable is subject to our <a href=\"https:\/\/www.coachaccountable.com\/page\/DPA\" target=\"_blank\">Data Processor Addendum<\/a>, which outlines our mutual responsibilities in our handling of your data (and the data of your clients), as well as our operating procedures for secure data handling.<\/span><\/p>\n<br \/><p dir=\"ltr\"><span style=\"color:rgb(0,0,0);background-color:transparent;\">CoachAccountable is NOT HIPAA compliant.&nbsp; Our server environment is HIPAA compliant, and generally our policies and practices around data handling are in line with HIPAA regulations, BUT many of the requirements for HIPAA compliance are antithetical to a frictionless user experience that CoachAccountable is designed for.&nbsp; If you require HIPAA compliance, CoachAccountable is not the solution for you.<\/span><\/p>\n<p><br \/><\/p>\n<h2><span style=\"color:rgb(67,67,67);background-color:transparent;\">Our Operating Procedures for Data Handling<\/span><\/h2><p dir=\"ltr\"><span style=\"color:rgb(0,0,0);background-color:transparent;\">As CoachAccountable we are responsible stewards of all data you or your clients enter into our platform.&nbsp; As such, authorized staff have the ability to access customer data and will do so with discretion when requested, either to provide assistance or troubleshooting.<\/span><\/p>\n<br \/><p dir=\"ltr\"><span style=\"color:rgb(0,0,0);background-color:transparent;\">We tread very lightly with this access.&nbsp; Much like a professional plumber you might invite into your house to fix a sink, we go right to the issue with no detours to rifle through your drawers.&nbsp; All staff access to customer data is logged and periodically reviewed, and all staff are subject to this data security agreement.<\/span><\/p>\n<h2 style=\"font-weight:bold;\"><br \/><span style=\"color:rgb(67,67,67);background-color:transparent;\">User Access Controls<\/span><\/h2><p dir=\"ltr\"><span style=\"color:rgb(0,0,0);background-color:transparent;\">Owners of a CoachAccountable&nbsp;<\/span><a href=\"teamEdition\" class=\"toArticle\">Team Edition<\/a><span style=\"color:rgb(0,0,0);background-color:transparent;\">&nbsp;account are able to add and invite other users to their account.&nbsp; Other users will have their own separate logins to the system.&nbsp; An owner can selectively grant&nbsp;<\/span><a href=\"teamEdition\/permissions\" class=\"toArticle\">fine-grained permissions&nbsp;<\/a><span style=\"color:rgb(0,0,0);background-color:transparent;\">about what a given other user can and can\u2019t do (and see) within their account.<\/span><\/p>\n<br \/><p dir=\"ltr\"><span style=\"color:rgb(0,0,0);background-color:transparent;\">In addition to fine-grained permissions, an account owner (or authorized user) is able to specifically&nbsp;<\/span><a href=\"teamEdition\/pairing\" class=\"toArticle\">pair a given user with only select coaching clients<\/a><span style=\"color:rgb(0,0,0);background-color:transparent;\">, allowing effective siloing of users according to proper lines of visibility and access.<\/span><\/p>\n<br \/><p><\/p>\n<h2><span style=\"color:rgb(67,67,67);background-color:transparent;\">Getting Data Out<\/span><\/h2><span style=\"color:rgb(0,0,0);background-color:transparent;\">Ultimately <strong>you own all data<\/strong> you (and any users within your account) enter into CoachAccountable, and that data is easy to get out in a variety of formats.&nbsp;&nbsp;<\/span><p>&nbsp;<\/p>\n<p><br \/><\/p>\n<p><span style=\"color:rgb(0,0,0);background-color:transparent;\">This includes:<br \/><\/span><\/p>\n<ul><li><a href=\"reports\" class=\"toArticle\">Reports as CSV files<\/a><\/li><li><a href=\"clients\/exporting\" class=\"toArticle\">Client records as portable HTML files<\/a><\/li><li><span style=\"color:rgb(0,0,0);background-color:transparent;\">All user uploaded files<\/span><\/li><li><span style=\"color:rgb(0,0,0);background-color:transparent;\"><a href=\"myAccount\" class=\"toArticle\">Account content<\/a>&nbsp;in a raw, machine-readable format (JSON)<\/span><\/li><\/ul>\n<\/div><p>&nbsp;<\/p>\n<div><\/div>","inAppPage":"","searchTermSet":["How secure is my coaching data?","How do you handle data security?","Is my data safe?","What servers do you use?","Do you keep credit card information?","What's your information security policy?","How often do you perform backups?"],"reducedSearchTermSet":["secur coach datum","you handl datum secur","datum safe","what server you us","you keep credit card inform","what' your inform secur polici","often you perform backup"],"relatedTopicSet":[""],"ID":"145","ParentID":"130"},"FAQs\/bulkSending":{"slug":"bulkSending","slugPath":"FAQs\/bulkSending","name":"How do I send items to multiple clients?","article":"<div>If you'd like to send a CoachAccountable item (<a href=\"actions\" class=\"toArticle\">Actions<\/a>,&nbsp;<a href=\"metrics\" class=\"toArticle\">Metrics,<\/a>&nbsp;<a href=\"worksheets\" class=\"toArticle\">Worksheets<\/a>,&nbsp;<a href=\"messaging\" class=\"toArticle\">Messages<\/a>,&nbsp;<a href=\"sharingFiles\/libraryFiles\" class=\"toArticle\">Files<\/a>,&nbsp;<a href=\"sessionNotes\" class=\"toArticle\">Session Notes<\/a>) to multiple clients at once, simply&nbsp;<a href=\"groups\/membership\" class=\"toArticle\">place those clients in a Group<\/a>.<\/div><br \/><div>In fact, it's a good idea to have an \"admin-only\" Group whose sole purpose is to deliver items in bulk without clients even knowing they are in a Group at all.&nbsp;<\/div><div><br \/><\/div><div>You can disable clients from viewing and participating in the Group when setting it up or by going to the&nbsp;<em>Participation<\/em>&nbsp;tab of the&nbsp;<a href=\"groups\/settings\" class=\"toArticle\">Group Settings<\/a>&nbsp;and <strong>unchecking<\/strong> the box to 'Enable clients to view and participate in this group':<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_12.19.20PM.png\" height=\"490\" width=\"656\" class=\"center\" alt=\"Screenshot_2025-10-01_at_12.19.20PM.png\" \/><\/div><div>Assign and\/or share your item(s) by clicking the plus sign next to <em>Group Stream<\/em>. You can even use this method to&nbsp;<a href=\"groups\/groupItems\/appointments\" class=\"toArticle\">create Appointments for multiple clients at once.<\/a><span style=\"font-size:14px;\">&nbsp;<\/span><\/div><br \/><div><a href=\"groups\/groupItems\" class=\"toArticle\">Here's more on assigning items to a Group.<br \/><\/a><\/div>","inAppPage":"","searchTermSet":["How do I send items to multiple clients?","How do I send an item to multiple clients at once?","How do I assign something to many people at the same time?","How do I create assignments for more than one person?","Can I bulk assign CoachAccountable items?","Can I give items to a group of clients?"],"reducedSearchTermSet":["_0 send item multipl client","_0 send item multipl client at onc","_0 assign someth mani person at same time","_0 creat assign more than on person","can bulk assign coachaccount item","can give item group client"],"relatedTopicSet":["groups","groups\/groupItems","groups\/settings"],"ID":"146","ParentID":"130"},"FAQs\/calendarproblems":{"slug":"calendarproblems","slugPath":"FAQs\/calendarproblems","name":"My calendar isn't syncing correctly. What do I do?","article":"<div>CoachAccountable integrates directly into&nbsp;<a href=\"appointments\/sync\/gCal\" class=\"toArticle\">Google<\/a>,&nbsp;<a href=\"appointments\/sync\/outlook\" class=\"toArticle\"><\/a><a href=\"metrics\" class=\"toArticle\">Outlook<\/a>, and&nbsp;<a href=\"appointments\/sync\/iCal\" class=\"toArticle\">Apple iCal<\/a>.<\/div><br \/><div>Occasionally, you might experience issues related to calendar syncing. There are two categories regarding these issues. Either CoachAccountable doesn't seem to accurately reflect the events on your online calendar (which leads to double booking), or your online calendar isn't showing CoachAccountable appointments correctly.<\/div><br \/><div>Below are common fixes to calendar sync issues you might face. If these don't help, feel free to contact us at support@coachaccountable.com. It helps if you can be as specific as possible, e.g. tell us which dates or events should be blocked out in CoachAccountable but aren't, or which CoachAccountable appointments aren't making it to your online calendar. Screenshots are especially helpful.<\/div><br \/><h2>Calendar Sync Settings: Pulling and Posting<\/h2><div>First, double check that your calendar is synced with CoachAccountable properly. Ensure that your desired calendar is coming into CoachAccountable (<em>reading)<\/em>, and that CoachAccountable is posting to the correct calendar as well (<em>posting<\/em>).&nbsp;<\/div><br \/><div>Check this in <em>Settings &gt;&gt; Appointment Config &gt;&gt; Calendar Sync.&nbsp;<\/em><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_4.55.41pm.png\" height=\"464\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-02_at_4.55.41pm.png\" \/><\/div><div>If these are set properly then you'll want to refresh the connection by removing your calendar sync then resyncing.<\/div><br \/><h2>Calendar Keeps Disconnecting<\/h2><div><div>Sometimes with a Google Calendar, the CoachAccountable system detects that <em>access was no longer granted for CA to act on your behalf<\/em>, so the CA calendar sync has been severed.&nbsp;<\/div><br \/><div>Once an 8-hour temporary access times out, the next time CA tries to post something to your calendar (or read from it!) CA will detect that it's no longer allowed access, and will thus sever the connection.<\/div><br \/><div>To fix this, you'll just need to \"jiggle the handle\" to fully reset the connection.<\/div><br \/><div>From within your Gmail, click on your avatar in the top right, then <em>Manage your Google account.<\/em>&nbsp;From the page that opens, go to <em>Security &gt;&gt; Third Party Apps with Access<\/em> and click \"Manage third-party access.\" Click on CoachAccountable, and click \"Remove Access.\"&nbsp;<\/div><br \/><div>THEN&nbsp;<a href=\"appointments\/sync\/gCal\" class=\"toArticle\">resync from within CA<\/a>, and you should be good to go.&nbsp;<\/div><br \/><h2 style=\"margin:0px 0px 4px;padding:0px;border:0px;vertical-align:baseline;font-weight:500;font-size:18px;color:rgb(0,0,0);font-family:Roboto, Arial, Tahoma, sans-serif;\"><\/h2><\/div><h2>Online calendar isn't showing up properly in CoachAccountable<\/h2><div>If you are experiencing an issue where an event in your calendar isn't actually blocking out time in CoachAccountable (where CA thinks you're free but you really aren't), or CoachAccountable is marking you unavailable for a certain time period, even when you are available (where CA thinks you're busy but you're actually free)...<\/div><br \/><div>First, <strong>examine your external calendar closely.<\/strong> Calendars filled with events might cause confusion with timing, especially recurring events. You might have accidentally scheduled a recurring event that persists until now, and that still marks you as busy at certain times. These can be tricky to identify, so look closely! And if you do decide to delete recurring events, make sure to <em>delete the entire sequence<\/em>, instead of one instance in the sequence.<\/div><br \/><div>Next, <strong>check your&nbsp;<a href=\"appointments\/types\/durationAndPadding\" class=\"toArticle\">appointment type durations and padding<\/a>.<\/strong> For example, you might have set availability from 8:00am-9:00am on Mondays, but find that clients are seeing you as unavailable during those times. While this could be a calendar sync issue, it might also be an issue regarding the length of a certain appointment type. The duration of the appointment by itself could be longer than your free time slot, or the duration plus the padding combined might be longer than your free time slot. The solution here is to reduce the duration and padding, or increase your availability.<\/div><br \/><h3>Additional Help<\/h3><div>We offer a tool to help you with the latter. Go to <em>Settings &gt;&gt; Appointment Config &gt;&gt; Typical Availability &gt;&gt; Preview Availability<\/em> and select a day and time. Then at the bottom click on \"Wait a sec, some other time should be showing as available\", and the system will explain why that particular time is not available.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_4.59.21pm.png\" height=\"680\" width=\"684\" class=\"center\" alt=\"screenshot_2024-05-02_at_4.59.21pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["My calendar isn't syncing correctly. What do I do?","My calendar isn't syncing correctly, what do I do?","My clients can't schedule an appointment, how do I change this?","CoachAccountable says I'm free when I'm really not, how do I fix this?","I'm having issues with my calendar and appointments, please help?","My appointments don't show up on my iPhone, what do I do?","Google Calendar isn't working with CoachAccountable, what should I change?","Why are my appointments not showing up?","The system says I'm busy when my calendar says I'm free. Why is this?","I'm having scheduling issues, please help.","My appointments are overlapping, how can I fix this?","My available spots aren't showing up in my CA calendar, can you help?","My calendar keeps disconnecting","My calendar isn't working"],"reducedSearchTermSet":["calendar isn't sync correctli what","calendar isn't sync correctli what","client can't schedul appoint _0 chang thi","coachaccount sai 'm free realli not _0 fix thi","'m have issu with calendar and appoint pleas help","appoint don't show up on iphon what","googl calendar isn't work with coachaccount what should chang","why ar appoint not show up","system sai 'm busi calendar free why thi","'m have schedul issu pleas help","appoint ar overlap _0 fix thi","avail spot aren't show up in ca calendar can you help","calendar keep disconnect","calendar isn't work"],"relatedTopicSet":["appointments\/sync\/google","appointments\/sync\/outlook","appointments\/feed\/iCal","appointments\/exceptions\/importCalendar\/iCal"],"ID":"147","ParentID":"130"},"appointments\/sync\/other\/import":{"slug":"import","slugPath":"appointments\/sync\/other\/import","name":"Importing your online calendar","article":"<div>If you are not direct syncing with&nbsp;<a href=\"appointments\/sync\/gCal\" class=\"toArticle\">Google<\/a>,&nbsp;<a href=\"appointments\/sync\/outlook\" class=\"toArticle\">Outlook<\/a>, or&nbsp;<a href=\"appointments\/sync\/iCal\" class=\"toArticle\">Apple<\/a>&nbsp;you will need to let CoachAccountable view your online calendars' events, so that clients can't schedule appointments during that time.<\/div><br \/><div>To import your online calendar into CoachAccountable, first, copy your private calendar's URL (typically ending in .ics). Then go to&nbsp;<em>Settings<\/em><span style=\"color:rgb(74,74,74);\">&nbsp;<\/span>&gt;&gt;&nbsp;<em style=\"color:rgb(74,74,74);\">Appointment Config<\/em><span style=\"color:rgb(74,74,74);\">&nbsp;&gt;&gt;&nbsp;<\/span><em style=\"color:rgb(74,74,74);\">Calendar Sync&nbsp;<\/em><span style=\"color:rgb(74,74,74);\">then click&nbsp;<\/span><em style=\"color:rgb(74,74,74);\">Sync with something else!<\/em><span style=\"color:rgb(74,74,74);\">&nbsp;<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-27_at_2.26.25_pm.png\" class=\"center fullScreenshot\" alt=\"screen_shot_2021-10-27_at_2.26.25_pm.png\" width=\"1000\" height=\"440\" \/><br \/><\/div><div>Then head over to Calendar Subscriptions and click the +External Calendar<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-27_at_2.48.13_pm.png\" class=\"center\" alt=\"screen_shot_2021-10-27_at_2.48.13_pm.png\" width=\"500\" height=\"323\" \/><\/div><br \/><div>From here you can paste the Private URL of your online calendar.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-27_at_2.50.40_pm.png\" class=\"center\" alt=\"screen_shot_2021-10-27_at_2.50.40_pm.png\" width=\"999\" height=\"384\" \/><\/div><br \/><div>Click <em>Add Calendar<\/em>&nbsp;and you're all set. CoachAccountable will now be able to account for the events in your online calendar.<\/div>","inAppPage":"","searchTermSet":["Importing your online calendar","Can I import my online calendar into CoachAccountable?","Can CoachAccountable read my external calendar?","How do I import my events from my calendar into CoachAccountable?","How do I block off time using my existing online calendar?","How can I mark myself busy at certain times in CoachAccountable?"],"reducedSearchTermSet":["import your onlin calendar","can import onlin calendar into coachaccount","can coachaccount read extern calendar","_0 import event from calendar into coachaccount","_0 block off time us exist onlin calendar","_0 mark myself busi at certain time in coachaccount"],"relatedTopicSet":[""],"ID":"148","ParentID":"40"},"appointments\/types\/locationDescription":{"slug":"locationDescription","slugPath":"appointments\/types\/locationDescription","name":"Location and Description","article":"<div><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">CoachAccountable allows you to&nbsp;<\/span><a href=\"appointments\/zoom\" class=\"toArticle\">connect your Zoom account,<\/a><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">&nbsp;which means the system can automatically set up Zoom Meetings for your appointments.<\/span><br \/><\/div><br \/><div>However, if you are using another meeting or conferencing software or meeting your clients in person, you can use the Location and Description areas of the Appointment Type.&nbsp;<\/div><br \/><div>This helps your clients know where and how to connect with you for their appointments.<\/div><br \/><div>When adding or editing any Appointment Type, you\u2019ll see the section \u201c<em>Extra:<\/em>\u201d, with clickable text to \"Set location and\/or description...\":<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-07-15_at_9.49.47am.png\" height=\"834\" width=\"806\" class=\"center\" alt=\"screenshot_2024-07-15_at_9.49.47am.png\" \/><\/div><div>Give it a click and you\u2019ll be presented with places to type in your extra information:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-07-15_at_9.54.59am.png\" height=\"231\" width=\"725\" class=\"center\" alt=\"screenshot_2024-07-15_at_9.54.59am.png\" \/><\/div><div>Once you've set this for a given Appointment Type, <strong>this information will pre-fill in for any appointments of this type as they are scheduled.<\/strong><\/div><div><br \/>Additionally, these details will be included in any&nbsp;<a href=\"appointments\/types\/reminders\" class=\"toArticle\">Appointment Reminders<\/a>, as well as in your&nbsp;<a href=\"appointments\/sync\" class=\"toArticle\">synced calendar<\/a>&nbsp;and the client's synced calendar.<\/div><br \/><div>To modify this information when you're scheduling an appointment (or even just give it a peek) you can by clicking the <em>Modify location\/description information\u2026<\/em>&nbsp;link:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-07-15_at_9.56.09am.png\" height=\"518\" width=\"680\" class=\"center\" alt=\"screenshot_2024-07-15_at_9.56.09am.png\" \/><\/div><div>This is nice if, say, the dial-in information varies sometimes, or you want to add a little note for your clients to see in their calendars.<\/div><br \/><h2>Where to View Location and Description<\/h2><div>Once the Location and Description are set, where can this be seen by coach and client?<\/div><br \/><div>Coaches can see it in the <em>Appointments <\/em>tab on the Home Screen, by clicking the calendar icon next to the appointment:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-07-15_at_9.59.48am.png\" height=\"406\" width=\"728\" class=\"center\" alt=\"screenshot_2024-07-15_at_9.59.48am.png\" \/><\/div><div>Coaches and clients can get details of appointments on the client's page, by clicking the toggle arrow next to Appointments on the left hand side:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-07-15_at_9.58.51am.png\" height=\"556\" width=\"257\" class=\"center\" alt=\"screenshot_2024-07-15_at_9.58.51am.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/appointmentextraview.png\" class=\"center\" alt=\"appointmentextraview.png\" width=\"0\" height=\"0\" \/><\/div><div>But the real fun of this is having this information appear right in your calendar system of choice, provided you\u2019ve done the&nbsp;<a href=\"appointments\/sync\" class=\"toArticle\">one-time sync setup<\/a>&nbsp;to make your CoachAccountable appointments appear there.&nbsp;&nbsp;<\/div><br \/><div>And there you have it! You can put key location and descriptive information in your appointment types if it\u2019s standard and consistent, customize it when scheduling specific appointments, and ultimately have this information appear right in your and your client\u2019s calendars automatically.<br \/><\/div>","inAppPage":"","searchTermSet":["Location and Description","How do I add meeting location and descriptions to my appointments?","Where can I let clients know extra appointment details?","Can I insert skype details anywhere in the system?","Can I add Microsoft Teams meeting details?","Can I add Google Meet details?","Can I integrate with video conferencing software?"],"reducedSearchTermSet":["locat and descript","_0 add meet locat and descript appoint","_0 let client know extra appoint detail","can insert skype detail anywher in system","can add microsoft team meet detail","can add googl meet detail","can integr with video conferenc softwar"],"relatedTopicSet":[""],"ID":"149","ParentID":"21"},"FAQs\/internationalContact":{"slug":"internationalContact","slugPath":"FAQs\/internationalContact","name":"Can I change my country, time zone, and currency?","article":"<div>You can! Click your name at the upper right, then go to&nbsp;<em>My Account &gt;&gt;<\/em><em>User Profile:<\/em><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_5.01.42pm.png\" height=\"1038\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-02_at_5.01.42pm.png\" \/><\/div><br \/><div>From here you'll be able to edit your Country and Time Zone.<\/div><br \/><div>To change your Currency, go to&nbsp;<em>Business Center &gt;&gt; Setup &gt;&gt; Invoicing Config <\/em>and click on the<em> Currency <\/em>tab<em>:<\/em><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_5.03.36pm.png\" height=\"619\" width=\"999\" class=\"center\" alt=\"screenshot_2024-05-02_at_5.03.36pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Can I change my country, time zone, and currency?","How do I change my country, time zone, and currency?","Can I switch my currency from USD to something else?","Timezone"],"reducedSearchTermSet":["can chang countri time zone and currenc","_0 chang countri time zone and currenc","can switch currenc from usd someth els","timezon"],"relatedTopicSet":[""],"ID":"150","ParentID":"130"},"FAQs\/logoProblems":{"slug":"logoProblems","slugPath":"FAQs\/logoProblems","name":"My logo doesn't look right; what should I do?","article":"<div>First, check your file size. If your logo file is too large, it may not load (images uploaded must be less than 8MB).&nbsp;&nbsp;<\/div><br \/><h2>Top Bar Logo Recommended Size<\/h2><div>Using a top bar logo sized 308x100 pixels is recommended. If your logo doesn't have those dimensions, it will be resized to fit and matted on white (or black, if you're using Dark Mode).<\/div><br \/><h2>Regular Logo Recommended Size<\/h2><div><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">Using a regular logo sized 252x156 pixels is recommended. This is the logo that displays on your emails.<\/span><\/div><br \/><h2><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">App Icon Recommended Size<\/span><\/h2><div>Using an app icon sized AT LEAST 270x270 pixels is recommended. This should be a square, and is the logo that displays on the browser tab as well as on mobile devices when&nbsp;<a href=\"FAQs\/caApp\" class=\"toArticle\">the app shortcut is installed<\/a>.<\/div><br \/><h2>Other Helpful Tips<\/h2><div><ul><li>Logos should be suitable to display on a white background (or a black background if you're using Dark Mode).<\/li><li>The system accepts .jpg, .gif, or .png files.<\/li><li>The image file should be RGB mode; one in CYMK might not be able to upload properly.<\/li><li>Some .gif files when resized by our system will be matted on black rather than white (you'll know because black bars show on the edges). &nbsp;If this happens to you simply save it as a jpg and try again.<\/li><\/ul>\n<\/div>","inAppPage":"branding","searchTermSet":["My logo doesn't look right; what should I do?","My logo doesn't look right, what should I do?","My profile picture shows up weird, how do I fix this?","What image size works best for logos?"],"reducedSearchTermSet":["logo doesn't look right what should","logo doesn't look right what should","profil pictur show up weird _0 fix thi","what imag size work best logo"],"relatedTopicSet":["branding"],"ID":"152","ParentID":"130"},"FAQs\/cancellation":{"slug":"cancellation","slugPath":"FAQs\/cancellation","name":"Is this a long-term commitment? How do I cancel?","article":"<div>CoachAccountable is a pay-as-you-go service. There are no long-term contracts or commitments on your part.&nbsp;<\/div><br \/><div>You may cancel your account at any time by clicking your name at the top right and going to&nbsp;<em>My Account<\/em>&nbsp;&gt;&gt; <em>Cancel Account, <\/em>then&nbsp;<em>Cancel My Account<\/em>.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-06-29_at_9.52.01am.png\" height=\"615\" width=\"1000\" class=\"center stroke unrounded\" alt=\"screenshot_2024-06-29_at_9.52.01am.png\" \/><\/div>","inAppPage":"","searchTermSet":["Is this a long-term commitment? How do I cancel?","How do I cancel my account?","How do I pay for this?","Is CoachAccountable month to month?","Where do I sign a contract?","What commitment is needed to use CoachAccountable?","I would like to remove my credit card, how do I do this?","How can I end my subscription?","I would like to terminate my membership to CoachAccountable, how?","How do I close my account?","How do I delete my account?","Cancelling plan","How do I cancel my plan?"],"reducedSearchTermSet":["thi long term commit _0 cancel","_0 cancel account","_0 pai thi","coachaccount month","_0 sign contract","what commit need us coachaccount","would like remov credit card _0 thi","_0 end subscript","would like termin membership coachaccount","_0 close account","_0 delet account","cancel plan","_0 cancel plan"],"relatedTopicSet":[""],"ID":"154","ParentID":"130"},"FAQs\/inactiveSubs":{"slug":"inactiveSubs","slugPath":"FAQs\/inactiveSubs","name":"Do inactive clients count towards my subscription?","article":"<div>No, <strong>inactive clients do not count towards the client limit of your subscription plan<\/strong>. So if you're running out of space on your current plan and don't want to upgrade,&nbsp;<a href=\"clients\/deactivating\" class=\"toArticle\">you can deactivate some of your existing clients<\/a>, then add new ones.&nbsp;<\/div><br \/><div>It's up to you whether you want those deactivated clients to still be able to log in to the system and access their records - and they still won't count toward your subscription!<\/div><br \/><div><a href=\"clients\/deactivating\" class=\"toArticle\">Here's more on how to give continued access to your inactive clients.&nbsp;<\/a><br \/><\/div>","inAppPage":"","searchTermSet":["Do inactive clients count towards my subscription?","How can I downgrade my subscription?","How is deactivating a client different from deleting a client?","How do I move to a lower billing plan?","Do inactive clients count towards my subscription limit?"],"reducedSearchTermSet":["inact client count toward subscript","_0 downgrad subscript","deactiv client differ from delet","_0 move lower bill plan","inact client count toward subscript limit"],"relatedTopicSet":["clients\/deactivating"],"ID":"156","ParentID":"130"},"FAQs\/accountPayments":{"slug":"accountPayments","slugPath":"FAQs\/accountPayments","name":"What types of payment do you accept?","article":"<div>You can pay for your CoachAccountable subscription with most credit and debit cards: Visa, Mastercard, American Express, Discover, JBC, and Diners Club.&nbsp;<\/div><br \/><div>We only accept payments online, so we will not be able to accept a P.O., invoice you, accept a bank draft, or take an order over the phone.&nbsp;<\/div><br \/><div>While you can accept PayPal from your clients within the system, you cannot pay for your CoachAccountable subscription via PayPal.<\/div><br \/><div>If you need a copy of your monthly receipt for accounting purposes, you may download them by clicking on your headshot in the upper right &gt;&gt; <em>My Account&nbsp;<\/em><em>&gt;&gt; Invoices<\/em>.&nbsp;<\/div><br \/>","inAppPage":"","searchTermSet":["What types of payment do you accept?","What types of payment do you accept?","Do you take money orders, orders through phone, checks, cash, or invoices?","How do I pay for this?","How do I obtain a receipt of my invoices?","How can I receive a copy of my invoices?"],"reducedSearchTermSet":["what type payment you accept","what type payment you accept","you take monei order through phone check cash or invoic","_0 pai thi","_0 obtain receipt invoic","_0 receiv copi invoic"],"relatedTopicSet":[""],"ID":"157","ParentID":"130"},"FAQs\/upgradesDowngrades":{"slug":"upgradesDowngrades","slugPath":"FAQs\/upgradesDowngrades","name":"Where can I change my pricing plan?","article":"<div>You may upgrade or downgrade freely at anytime, the only exception being when your account is too big for a smaller plan (e.g. if you have 6 active clients, the 5-client plan is not available).&nbsp;<\/div><br \/><div>Click on your headshot in the upper right &gt;&gt; <em>My Account<\/em>&nbsp;&gt;&gt; <em>Subscription<\/em>&nbsp;to view and change your subscription plan. Simply click on your preferred plan to upgrade or downgrade your subscription.<\/div><br \/><div>When you make any changes to your subscription plan, the credit card that you provided will be charged the new rate on your next billing cycle.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/subscription.png\" class=\"center fullScreenshot\" alt=\"subscription.png\" width=\"1000\" height=\"511\" \/><\/div>","inAppPage":"","searchTermSet":["Where can I change my pricing plan?","How do I upgrade or downgrade?","How can I move to a different subscription plan?","How do I switch to a different billing level?","How does switching plans work?","How do I move up or down to a new pricing tier?","Where do we manage our subscription as to head count?","Where do I go to change my pricing plan?","Changing plans","How do I change plans?"],"reducedSearchTermSet":["_0 chang price plan","_0 upgrad or downgrad","_0 move differ subscript plan","_0 switch differ bill level","switch plan work","_0 move up or down new price tier","we manag our subscript a head count","_0 go chang price plan","chang plan","_0 chang plan"],"relatedTopicSet":[""],"ID":"158","ParentID":"130"},"FAQs\/notifications":{"slug":"notifications","slugPath":"FAQs\/notifications","name":"How do I change my notification preferences?","article":"<div>If you'd like to change how the system notifies you and when, head to&nbsp;<em>Settings<\/em>&nbsp;&gt;&gt; <em>My Style&nbsp;<\/em>&gt;&gt; <em>Notifications<\/em>.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_12.25.37PM.png\" height=\"785\" width=\"880\" class=\"center\" alt=\"Screenshot_2025-10-01_at_12.25.37PM.png\" \/><\/div><div><br \/><div>By default, notification emails are sent to you when an item is created, altered, completed, and when it becomes late. You can toggle notifications on and off for these events, as well as have notifications sent to you via&nbsp;<a href=\"settings\/notifications\" class=\"toArticle\">SMS text<\/a>&nbsp;instead of email.<\/div><br \/><div>You'll see the options to set notification preferences for:<\/div><div><ul><li>Client Actions<\/li><li>Client Worksheets<\/li><li>Client Journals<\/li><li>Client Agreements<\/li><li>Client File Sharing<\/li><li>Client Comments<\/li><li>Client Invoicing<\/li><\/ul><\/div><\/div>","inAppPage":"","searchTermSet":["How do I change my notification preferences?","How can I receive text notifications instead of email?","Where can I update how I receive notifications for things?","I want to reduce the emails I get, how do I change this?","Can I make it so I get comments by text instead of email?","Where do I change my notification preferences?","I'm getting too many notifications, how can I reduce them?"],"reducedSearchTermSet":["_0 chang notif prefer","_0 receiv text notif instead email","_0 updat receiv notif thing","want reduc email get _0 chang thi","can make so get comment by text instead email","_0 chang notif prefer","'m get too mani notif _0 reduc them"],"relatedTopicSet":[""],"ID":"159","ParentID":"130"},"FAQs\/websiteIntegration":{"slug":"websiteIntegration","slugPath":"FAQs\/websiteIntegration","name":"How do I integrate CA with my website?","article":"<div>You may already have a website whose purpose is to present you and your services to the world, and if so you might wonder how best to \u201cintegrate\u201d that website with CoachAccountable.<br \/><\/div><br \/><div>CoachAccountable is designed to be a complete experience for your clients, so integrating it with your regular website is often as simple as making it easy for your site visitors to log into the CoachAccountable accounts they have with you.<\/div><br \/><div>Here are a few ways to connect your website with CoachAccountable:<\/div><br \/><h2>Login Link<\/h2><div>A common way to integrate CoachAccountable with your coaching site or member portal is to make a link from your site to CoachAccountable\u2019s login page (https:\/\/www.coachaccountable.com\/login).<br \/><\/div><br \/><div>Wrap the login link as a button or even a prominent line of a text, such as \u201cHead to my personal coaching account\u201d or \u201cLogin to my account.\u201d &nbsp;Something like this:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/customerlovewbutton.png\" class=\"center\" alt=\"customerlovewbutton.png\" width=\"252\" height=\"124\" \/><\/div><br \/><div>They can click the button or text, log in as usual, and get right into the system.<\/div><br \/><div>You can direct your clients to check the \u201cKeep me logged in\u201d checkbox when they log in. &nbsp;If they do so, clicking that big button in the future (from the same device) will have them be taken right from your site and on into their account, making for a truly seamless transition.<\/div><br \/><div>The login page itself can be customized using your branding using a unique login link. Find this by going to Settings &gt;&gt; Branding &gt;&gt; Login Page.<\/div><br \/><div><div>When you have set your branding colors and logos in<span>&nbsp;<\/span><em>Settings &gt;&gt; System &gt;&gt; Branding<\/em>, the standard login page (again,<span>&nbsp;<\/span><a href=\"https:\/\/www.coachaccountable.com\/login\" target=\"_blank\">https:\/\/www.coachaccountable.com\/login<\/a>), will appear branded for visitors who have logged in previously to your system.<\/div><br \/><\/div><div>Use this simple but effective method to unite CA with your website, and give your clients a straightforward means to access their accounts.<\/div><br \/><h2>Remote Login<\/h2><div>You can also embed a <strong>login widget<\/strong> on your website. &nbsp;This is similar to the login link above, except now your clients have the ability to enter their username and password right from your website \u2014 no need to be taken to an intermediary page to do so.<\/div><br \/><div>Here\u2019s what the login widget looks like, embeddable anywhere:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/loginwidgetv4.png\" class=\"center\" alt=\"loginwidgetv4.png\" width=\"412\" height=\"190\" \/><\/div><div>Head to <em>Settings &gt;&gt;&nbsp;System&nbsp;&gt;&gt; &nbsp;Branding&nbsp;&gt;&gt; Login Widget.<\/em> Here you\u2019ll find the HTML snippet you\u2019ll place somewhere on your website. This section also allows you to define the logout URL, where clients get taken after they log out, the text that appears on the widget, and any custom CSS you would like to style the widget with.<\/div><div>\n<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-16_at_12.10.00pm.png\" height=\"702\" width=\"1000\" class=\"center stroke unrounded\" alt=\"screenshot_2024-10-16_at_12.10.00pm.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/loginwidgetcustomize.png\" class=\"center\" alt=\"loginwidgetcustomize.png\" width=\"0\" height=\"0\" \/><\/div><div>Due to the ability to match the style of the widget to that of your website, Remote Login is a truly consistent method of integrating the two.<br \/><\/div><br \/><div><h2>Other<\/h2><p>One of the most effective ways to integrate our coaching software into your website is to <strong>allow prospective clients to sign up<\/strong>. You can have them book a trial appointment, automatically receive your onboarding items, join a Group or a Course, and more, using&nbsp;<a href=\"offerings\" class=\"toArticle\">Offerings.<\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>A simple login link, the login widget, and Offerings represent three easy ways of integrating your site with the CoachAccountable coaching management system. Give these a try today: there's a good chance you'll find one of these approaches is all that's needed to integrate CoachAccountable with your website.<\/p>\n<\/div>","inAppPage":"","searchTermSet":["How do I integrate CA with my website?","How do I integrate CoachAccountable with my website?","How do I connect CoachAccountable with a page on my website?","How do I combine the system with my website?","Can clients login to CoachAccountable from my website?","How do I embed the system onto my website?","What is the go live process?"],"reducedSearchTermSet":["_0 integr ca with websit","_0 integr coachaccount with websit","_0 connect coachaccount with page on websit","_0 combin system with websit","can client login coachaccount from websit","_0 emb system onto websit","what go live proce"],"relatedTopicSet":[""],"ID":"160","ParentID":"130"},"FAQs\/fromName":{"slug":"fromName","slugPath":"FAQs\/fromName","name":"How do I change the from name in emails?","article":"<div>If you'd like to change the \"From name\" for emails sent by the system to clients, head to <em>Settings <\/em>&gt;&gt; <em>My Style &gt;&gt; My Profile<\/em>. Simply type your new \"From Name\" and click <em>Save Profile<\/em>.<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-23_at_4.20.42PM.png\" height=\"930\" width=\"966\" class=\"center\" alt=\"Screenshot_2025-09-23_at_4.20.42PM.png\" \/><\/div><div>\n<br \/><\/div>","inAppPage":"","searchTermSet":["How do I change the from name in emails?","How do I change the from name sent by the system to clients?","Emails that I send are sent from a different name then I'd like, how do I change that?"],"reducedSearchTermSet":["_0 chang from name in email","_0 chang from name sent by system client","email that send ar sent from differ name then 'd like _0 chang"],"relatedTopicSet":["settings\/messageTemplates"],"ID":"162","ParentID":"130"},"FAQs\/editTerms":{"slug":"editTerms","slugPath":"FAQs\/editTerms","name":"How do I edit client terms after registration?","article":"<div>You can issue a new client&nbsp;<a href=\"agreements\" class=\"toArticle\">Agreement<\/a>&nbsp;at any time. If the client has not yet signed the first Agreement, you can&nbsp;<a href=\"agreements\/deleting\" class=\"toArticle\">delete that one<\/a>&nbsp;and issue a new one. If the client <em>has<\/em> agreed to the first Agreement, you'll issue an additional one.&nbsp;<\/div><br \/><div><p style=\"border:0px;vertical-align:baseline;background-color:rgb(255,255,255);\">Go to the client\u2019s Manage Client area (gear icon found in the lower right for a given client in the \u201cMy Clients\u201d listing) and you\u2019ll see a section called \u201cAgreements\u201d.<\/p>\n<p><\/p>\n<p style=\"border:0px;vertical-align:baseline;background-color:rgb(255,255,255);\"><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">Click \u201cIssue New\u201d, and you\u2019re presented with a dropdown menu of your&nbsp;<\/span><a href=\"agreements\/templates\" class=\"toArticle\" style=\"text-decoration:underline;color:rgb(66,154,218);\">Agreement Templates<\/a><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">. Clicking the customize button allows you to add or change anything that\u2019s specific to this one person.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p style=\"border:0px;vertical-align:baseline;background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/existingclientagreement.png\" height=\"495\" width=\"817\" class=\"center\" alt=\"existingclientagreement.png\" \/><\/p>\n<p style=\"border:0px;vertical-align:baseline;background-color:rgb(255,255,255);\">Issue it, and the client will be presented with that Agreement the next time they access the system.&nbsp; They\u2019ll not be able to do anything else in the system until they complete the Agreement.<\/p>\n<\/div>","inAppPage":"","searchTermSet":["How do I edit client terms after registration?","Can I change client terms?","How do I edit a client agreement?","Can I have my client agree to new terms after registration?","How do I give my client a different set of terms?","How can I change client terms after a client has agreed to them?","Can I send new terms and conditions after the client has registered?","Can I send a new Agreement later in a coaching relationship?"],"reducedSearchTermSet":["_0 edit client term after registr","can chang client term","_0 edit client agreement","can have client agre new term after registr","_0 give client differ set term","_0 chang client term after ha agre them","can send new term and condit after client ha regist","can send new agreement later in coach relationship"],"relatedTopicSet":["agreements"],"ID":"165","ParentID":"130"},"FAQs\/browserPerformance":{"slug":"browserPerformance","slugPath":"FAQs\/browserPerformance","name":"Does my browser affect performance of the system?","article":"<div>Absolutely, more than you'd think.&nbsp;<\/div><br \/><div>The system will not work as well or look as good on older versions of browsers.&nbsp;<\/div><br \/><div>Make sure that you are using the <strong>most current version<\/strong> of your browser.&nbsp;<\/div><br \/><div><strong>Internet Explorer is NOT supported<\/strong> (<span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\">Since IE hasn't been supported by Microsoft since 2014, it doesn't play well with many websites, including CoachAccountable.)<\/span><\/div><br \/><div>If you are currently using Internet Explorer, consider switching to <a href=\"https:\/\/www.mozilla.org\/en-US\/firefox\/new\/\" target=\"_blank\">Firefox<\/a> or <a href=\"https:\/\/www.google.com\/chrome\/browser\/desktop\/index.html\" target=\"_blank\">Chrome<\/a>. If you're committed to using Microsoft products, please change to Microsoft Edge, which is the current browser.<\/div>","inAppPage":"","searchTermSet":["Does my browser affect performance of the system?","Which browser should I use?","What works best with CoachAccountable: Chrome, Firefox, or Internet Explorer?","Should I use Safari with CoachAccountable?","Which browser is the best?","I'm having issues with Internet Explorer and CoachAccountable"],"reducedSearchTermSet":["do browser affect perform system","which browser should us","what work best with coachaccount chrome firefox or internet explor","should us safari with coachaccount","which browser best","'m have issu with internet explor and coachaccount"],"relatedTopicSet":[""],"ID":"168","ParentID":"130"},"FAQs\/textRemindersAlerts":{"slug":"textRemindersAlerts","slugPath":"FAQs\/textRemindersAlerts","name":"How do I enable text reminders and alerts?","article":"<h2>Supported Countries for SMS Text Reminders<\/h2><div>SMS text messaging interaction with the system is available for the following countries:<\/div><div><ul><li>United States<\/li><li>Canada<\/li><li>United Kingdom<\/li><li>Australia<\/li><\/ul>\n<\/div><div>(Unfortunately to set up SMS messaging in other countries requires provisioning a phone number in each, and rates for incoming and outgoing vary wildly)&nbsp;<\/div><br \/><h2>To Enable Text Reminders<\/h2><div>The following three items need to be done in order for text reminders to work properly.<\/div><div><ol><li>Ensure your <strong>account country<\/strong>&nbsp;is set to one of the supported countries. Set this by clicking on your head shot in the upper right &gt;&gt;&nbsp;<em>My Account<\/em>&nbsp;&gt;&gt; <em>User Profile.<\/em><\/li><li>Ensure <strong>you<\/strong> have a working cell phone number in the <strong>cell field<\/strong>. Again, it must be a number from one of the supported countries.<\/li><li>Ensure <strong>the client<\/strong> has a working cell phone number in the <strong>cell field<\/strong> from one of the supported countries.<\/li><\/ol>\n<\/div><div>When these conditions are met, you'll be able to choose \"text\" in addition to \"email\" for reminders and notices.<\/div>","inAppPage":"","searchTermSet":["How do I enable text reminders and alerts?","How do I turn on text reminders and alerts?","How can I receive text messages?","How do I get reminders and alerts on my mobile phone?","Why isn't text messaging working?","How do I text reminders to clients?","How do I send SMS reminders?","Where do I enable SMS messaging?","How do I get SMS messages?"],"reducedSearchTermSet":["_0 enabl text remind and alert","_0 turn on text remind and alert","_0 receiv text messag","_0 get remind and alert on mobil phone","why isn't text messag work","_0 text remind client","_0 send sm remind","_0 enabl sm messag","_0 get sm messag"],"relatedTopicSet":[""],"ID":"169","ParentID":"130"},"FAQs\/textInternational":{"slug":"textInternational","slugPath":"FAQs\/textInternational","name":"Can I get texts while traveling abroad?","article":"<div>Yeah, that totally works, so long as you've got something like Google Voice which lets you text to and from your cell number in one of the supported countries, CoachAccountable can reach you.<\/div><br \/><h2>Supported Countries for Text Reminders<\/h2><div><ul><li>United States<\/li><li>Canada<\/li><li>United Kingdom<\/li><li>Australia<\/li><\/ul>\n<\/div>","inAppPage":null,"searchTermSet":["Can I get texts while traveling abroad?","Can I get texts while traveling broad?","Does texting work when I'm outside of the United States or Canada?","How do I receive texts when international?"],"reducedSearchTermSet":["can get text while travel abroad","can get text while travel broad","do text work 'm outsid unit state or canada","_0 receiv text intern"],"relatedTopicSet":[""],"ID":"170","ParentID":"130"},"FAQs\/loggedOut":{"slug":"loggedOut","slugPath":"FAQs\/loggedOut","name":"Why did I get logged out of my coach account?","article":"<div>Occasionally, you might get logged out unexpectedly, or be on your coach account and then suddenly be in your \"freebie client\" account.&nbsp;<\/div><br \/><div>Here are two reasons this may be happening:<\/div><div><div>1.) You have the same browser open doing multiple things. Your coach account was open, and then you also tried to log in as your&nbsp;<a href=\"clients\/adding\/freebie\" class=\"toArticle\">freebie client<\/a>&nbsp;in a new window. Then you clicked back in your coach account and the system said \"hey, you're not a coach, you're logged in as this client\" and redirected you accordingly.&nbsp;<\/div><br \/><div>Try logging into your coach and client accounts one at a time, or use two different browsers (e.g. FireFox logged in as a coach, Chrome logged in as your freebie client) or a <a href=\"https:\/\/support.google.com\/chrome\/answer\/95464?co=GENIE.Platform%3DDesktop&amp;hl=en\" target=\"_blank\">private\/incognito browser window<\/a>.<\/div><br \/><div>2.) For security reasons, the system will log you out automatically if you are inactive for a while. Just log in again.<\/div><\/div>","inAppPage":"","searchTermSet":["Why did I get logged out of my coach account?","Why did I get logged out of my coaching account?","I was in my coach account. Why am I suddenly in my freebie\/fake client account?","Why did the system tell me to login again?"],"reducedSearchTermSet":["why did get log out coach account","why did get log out coach account","wa in coach account why am suddenli freebie\/fak client","why did system tell me login again"],"relatedTopicSet":[""],"ID":"171","ParentID":"130"},"FAQs\/clientTrackingTime":{"slug":"clientTrackingTime","slugPath":"FAQs\/clientTrackingTime","name":"Is there a way to keep track of client hours?","article":"<div>Assuming the appointments you schedule in CoachAccountable are an accurate accounting of the time you've spent with a client, you can use the <em>Past<\/em>&nbsp;tab in the <em>Appointments <\/em>page to keep tallies of client time.<\/div><br \/><div>For a specific client's appointments, you can access their&nbsp;<a href=\"appointments\/pastReports\" class=\"toArticle\">Past Appointments Report<\/a>&nbsp;through their <em>Overview<\/em>.<\/div><br \/><div><a href=\"reports\/appointments\" class=\"toArticle\">Appointment Reports<\/a>&nbsp;also give a comprehensive view of all appointments scheduled in the system.<\/div>","inAppPage":"","searchTermSet":["Is there a way to keep track of client hours?","Is there a way to keep track of client hours?","How do I see how much time my clients have used up?","Can I measure time spent with client vs a target amount?","How do I total how much appointment time my clients have had?"],"reducedSearchTermSet":["there wai keep track client hour","there wai keep track client hour","_0 see much time client have us up","can measur time spent with client v target amount","_0 total much appoint time client have had"],"relatedTopicSet":["reports\/appointments","appointments\/pastReports"],"ID":"172","ParentID":"130"},"FAQs\/sharedDocument":{"slug":"sharedDocument","slugPath":"FAQs\/sharedDocument","name":"Can my client and I work on the same document?","article":"<div>CoachAccountable Whiteboards are the way to collaborate on a document with a client. Whiteboards can be made truly editable by either party and the record of past drafts is nicely saved for review.&nbsp;<a href=\"whiteboards\" class=\"toArticle\">Click here for a full lowdown on how Whiteboards work.<\/a><\/div><div><a href=\"whiteboards\" class=\"toArticle\"><br \/><\/a><\/div><div>You can also use&nbsp;<a href=\"groups\/groupItems\/groupWhiteboards\" class=\"toArticle\">Whiteboards for an entire group to collaborate<\/a>&nbsp;on the same document, too.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupwhiteboard.png\" height=\"903\" width=\"879\" class=\"center\" alt=\"groupwhiteboard.png\" \/><\/div>","inAppPage":"","searchTermSet":["Can my client and I work on the same document?","Can my client and I work on the same document?","How can my client and I fill out the same file?","Is there any other way that I can share documents that my client and I can collaborate on?","Are there any features similar to Google Docs?"],"reducedSearchTermSet":["can client and work on same document","can client and work on same document","_1 and fill out same file","there ani other wai that can share document client and collabor on","ar there ani featur similar googl doc"],"relatedTopicSet":["whiteboards"],"ID":"173","ParentID":"130"},"FAQs\/billingLevelquestion":{"slug":"billingLevelquestion","slugPath":"FAQs\/billingLevelquestion","name":"What billing level am I on?","article":"<div>Head to the Account Menu &gt;&gt; <em>My Account<\/em>&nbsp;&gt;&gt; <em>Subscription<\/em>. Here you'll see the number of active clients you have, as well as your current subscription plan.<\/div><br \/><div>The \"Active Clients\" column is the maximum amount of active clients you can have for a given plan. Anything above that number would necessitate upgrading. The 'File Storage' column is the maximum storage space you have available for any given plan.<\/div><br \/><div>For example, the Starter Level includes up to 2 active clients, which means that having 3-5 active clients would require you to upgrade to Level 1.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.14.12pm.png\" height=\"643\" width=\"999\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.14.12pm.png\" \/><\/div><br \/><div>If your file storage is what's keeping you at a higher level, click on the <em>Manage Storage..<\/em>. button on the right.<\/div>","inAppPage":"myAccount","searchTermSet":["What billing level am I on?","I have X number of clients, what level is this?","What billing level am I on?","What's my current subscription plan?","How much am I paying right now?"],"reducedSearchTermSet":["what bill level am on","have x number client what level thi","what bill level am on","what' current subscript plan","much am pai right now"],"relatedTopicSet":["FAQs\/accountSubs\/upgradesDowngrades"],"ID":"174","ParentID":"130"},"FAQs\/clientShareAccount":{"slug":"clientShareAccount","slugPath":"FAQs\/clientShareAccount","name":"Can more than one client use one account?","article":"<div>CoachAccountable was designed to have <em>one client account<\/em> represent <em>only one person.<\/em><\/div><br \/><div>The system wasn't designed to support multiple users on one account, in that there's&nbsp;<a href=\"FAQs\/multipleEmail\" class=\"toArticle\">no way for one account to have multiple email addresses or SMS text numbers<\/a>, and there's no clean method to separate identities.&nbsp;<br \/><\/div><br \/><div>There are inherent security risks to sharing any login information with more than one person; thus, we highly recommend against it.<\/div><br \/><div>Finally, if people end up sharing a login, you as coach won't know who did what and when with a high degree of accuracy.<\/div><div><br \/><br \/><\/div>","inAppPage":"","searchTermSet":["Can more than one client use one account?","Can more than one client use one account?","Can a client account represent a group?","How many people per account?","Can clients share accounts?","Can multiple people share an account?"],"reducedSearchTermSet":["can more than on client us account","can more than on client us account","can client account repres group","mani person per account","can client share account","can multipl person share account"],"relatedTopicSet":[""],"ID":"175","ParentID":"130"},"FAQs\/coachShareAccount":{"slug":"coachShareAccount","slugPath":"FAQs\/coachShareAccount","name":"Can more than one coach use one account?","article":"<div>CoachAccountable was designed to have <em>one coach account<\/em> represent <em>only one person.<\/em><br \/><\/div><br \/><div>The system wasn't designed to support multiple users on one account, in that there's&nbsp;<a href=\"FAQs\/multipleEmail\" class=\"toArticle\">no way for one account to have multiple email addresses or SMS text numbers<\/a>, and there's no clean method to separate identities.&nbsp;<br \/><\/div><br \/><div>There are inherent security risks to sharing any login information with more than one person; thus, we highly recommend against it.<\/div><br \/><div>If people end up sharing a login, you won't know who did what and when with a high degree of accuracy. If you're both logged in at the same time, there's a risk of overwriting each other's work if you're both interacting with the same item at the same time.<\/div><br \/><div>Our&nbsp;<a href=\"teamEdition\" class=\"toArticle\">Team Edition<\/a>&nbsp;is designed for organizations with more than one coach, as it allows the team account owner to&nbsp;<a href=\"teamEdition\/pairing\" class=\"toArticle\">pair each coach up with certain clients<\/a>&nbsp;and&nbsp;<a href=\"teamEdition\/permissions\" class=\"toArticle\">set permissions regarding what a coach can or can't do in the system<\/a>.<\/div><br \/><div>There is no additional charge for using Team Edition, and thus only upsides to using it!&nbsp;<\/div><br \/><div><a href=\"https:\/\/www.coachaccountable.com\/webinars\/collaborating-with-admins-and-other-coaches\" target=\"_blank\">Check out this recorded webinar on <strong>Collaborating with Admins and Other Coaches<\/strong> for more on using CoachAccountable's Team Edition.<\/a><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/collaborating.jpeg\" height=\"766\" width=\"1000\" class=\"center\" alt=\"collaborating.jpeg\" \/><\/div>","inAppPage":"","searchTermSet":["Can more than one coach use one account?","Can more than one coach use one account?","Can a coach account represent multiple coaches?","How many coaches per account?","Can coaches share accounts?","Can coaches share logins?","Can coaches both be logged in at the same time?"],"reducedSearchTermSet":["can more than on coach us account","can more than on coach us account","can coach account repres multipl","mani coach per account","can coach share account","can coach share login","can coach both be log in at same time"],"relatedTopicSet":["teamEdition"],"ID":"176","ParentID":"130"},"FAQs\/deletedGroupItems":{"slug":"deletedGroupItems","slugPath":"FAQs\/deletedGroupItems","name":"Why are deleted group members getting group items?","article":"<div>A&nbsp;<a href=\"groups\/groupItems\" class=\"toArticle\">Group Item<\/a>&nbsp;(like a&nbsp;<a href=\"groups\/groupItems\/actions\" class=\"toArticle\">Group Action<\/a>&nbsp;or a&nbsp;<a href=\"groups\/groupItems\/metrics\" class=\"toArticle\">Group Metric<\/a>) always has two parts: the Group Item itself and the respective individual items, like the individual client Actions for each member of the group who's part of that Group Action.<\/div><br \/><div>When you remove a Group Member, they are no longer part of the group item BUT they still have any corresponding individual items -- CoachAccountable is polite, perhaps to a fault, to not delete anything that potentially should be left there. &nbsp;<\/div><br \/><div>This is often nice because say, for example, someone's part of a Group Metric and are tracking their data for a while, and then you remove them from the Group: that person might still like to have that data that they tracked.<\/div><br \/><div>So if there are group items someone WAS participating in before you remove them from a group and those items <em>shouldn't<\/em> be around post-group membership, <strong>you or your client will need to manually delete those respective individual items.<\/strong><\/div><br \/><div>There's one potentially useful caveat to this, and that is how the system treats the act of modifying which members are included in a Group Item (this is done by clicking the <em>Edit <\/em>icon for a given Group Item, found in the bottom right corner of the item on the Group Stream tab):<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/assignedgroupworksheet-2.png\" height=\"425\" width=\"707\" class=\"center\" alt=\"assignedgroupworksheet-2.png\" \/><\/div><div>When you uncheck the box for a given group member to have that person be no longer included in that specific Group Item, CoachAccountable WILL delete the respective individual item, BUT ONLY if there's nothing yet been done with that item.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupmembersselect.png\" height=\"295\" width=\"546\" class=\"center\" alt=\"groupmembersselect.png\" \/><\/div><div>If the individual's Action has been marked done, for example, or Metric has one or more data points recorded, or Worksheet has been worked on or completed, CoachAccountable again (politely) figures \"Okay, that person has done something here so we'll let them keep it\".<\/div><br \/><div>This all suggests that, when removing members from a group, you might find it best to selectively remove them from specific Group Items (in order to delete the right respective individual items) and THEN remove them outright from the group.<\/div>","inAppPage":"","searchTermSet":["Why are deleted group members getting group items?","I set up a group and then removed a number of members, why are they still receiving Group Items (actions, metrics, worksheets)?","Why are deleted group members getting group items?","What happens with deleted Group Items?"],"reducedSearchTermSet":["why ar delet group member get item","set up group and then remov number member why ar thei still receiv item action metric worksheet","why ar delet group member get item","what happen with delet group item"],"relatedTopicSet":[""],"ID":"177","ParentID":"130"},"FAQs\/deleteGroupItem":{"slug":"deleteGroupItem","slugPath":"FAQs\/deleteGroupItem","name":"Why can't I delete this Action, Metric, Worksheet?","article":"<div>If you're having trouble deleting an item, (Action, Metric, Worksheet), that means that item is a&nbsp;<a href=\"groups\/groupItems\" class=\"toArticle\">Group Item<\/a>. To make any meaningful edits to this item, including&nbsp;<a href=\"groups\/groupItems\/files\" class=\"toArticle\">deleting a Group Item<\/a>, you'll need to modify it at the Group level.<\/div><br \/><div>To delete a group item for a particular client, but keep the group item for everyone else in that group, first remove that client from the group item. To do so, click on the <em>Edit<\/em> icon in the bottom right of that item in the Group Stream.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/assignedgroupworksheet-2.png\" height=\"425\" width=\"707\" class=\"center\" alt=\"assignedgroupworksheet-2.png\" \/><\/div><div>Then uncheck the box for the person you'd like to remove, and save.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupmembersselect.png\" height=\"295\" width=\"546\" class=\"center\" alt=\"groupmembersselect.png\" \/><\/div><div>If the client hasn't worked on that item much (if the individual's Action hasn't been marked done, or if there are no recorded data points on the client's Metric, for example) then the system will delete the item. Otherwise, as a form of courtesy, the item will be retained as an individual item for that client.<br \/><br \/><a href=\"FAQs\/deletedGroupItems\" class=\"toArticle\">More on deleting Group items and how it affects a client's individual items here.<\/a><br \/><\/div>","inAppPage":"","searchTermSet":["Why can't I delete this Action, Metric, Worksheet?","Why can't I delete my client's Action, Metric, or Worksheet?","When I click edit on an item I can't do much, why is that?","I can't seem to remove a particular item: Action, metric, or Worksheet, why?"],"reducedSearchTermSet":["why can't delet thi action metric worksheet","why can't delet clients' action metric or worksheet","click edit on item can't much why that","can't seem remov particular item action metric or worksheet why"],"relatedTopicSet":["FAQs\/deletedGroupItems"],"ID":"178","ParentID":"130"},"FAQs\/reportingDayMetric":{"slug":"reportingDayMetric","slugPath":"FAQs\/reportingDayMetric","name":"How do I change the reporting day of a Metric?","article":"<div>As you&nbsp;<a href=\"metrics\/setup\" class=\"toArticle\">set up a Metric<\/a>, you might notice that a number of the frequency options report on a certain day of the week. Take a look at the example below. The reporting day is on Thursdays:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/metricthursdaystart.png\" height=\"486\" width=\"772\" class=\"center\" alt=\"metricthursdaystart.png\" \/><\/div><div>The reason Thursday is the reporting day is because the start date of the Metric (10\/14\/21) falls on a Thursday. To change this, change the start date of the Metric (the first date in the Date Span selection) so that it falls on the desired day of the week.<\/div>","inAppPage":"","searchTermSet":["How do I change the reporting day of a Metric?","How do I change the reporting day of a Metric?","The frequency of my metric is weekly or biweekly on a certain day. How do I make it another day?","How do I set the metric frequency to another day of the week?"],"reducedSearchTermSet":["_0 chang report dai metric","_0 chang report dai metric","frequenc metric weekli or biweekli on certain dai _0 make anoth","_0 set metric frequenc anoth dai week"],"relatedTopicSet":["metrics\/setup"],"ID":"179","ParentID":"130"},"FAQs\/editTables":{"slug":"editTables","slugPath":"FAQs\/editTables","name":"How do I edit Worksheet Tables?","article":"<div>To edit a&nbsp;<a href=\"worksheets\" class=\"toArticle\">Worksheet<\/a>&nbsp;table, first click into the specific table you'd like to edit, then click the <em>Table <\/em>icon in the&nbsp;<a href=\"general\/wysiwyg\" class=\"toArticle\">WYSWIG editor<\/a>.&nbsp;<\/div><br \/><div>You'll then see buttons related to Tables.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/edittable.png\" height=\"88\" width=\"844\" class=\"center\" alt=\"edittable.png\" \/>From left to right, these icons mean:<\/div><div><ul><li>Edit entire table<\/li><li>Add row<\/li><li>Edit row<\/li><li>Remove row<\/li><li>Add column<\/li><li>Edit column<\/li><li>Remove column<\/li><\/ul>\n<p><\/p><div>If instead you see the option to add a Table, that means you haven't clicked into the table you're trying to edit.&nbsp;<\/div><\/div>","inAppPage":"","searchTermSet":["How do I edit Worksheet Tables?","How do I edit a Worksheet table?","How do I add or remove a table column or row?"],"reducedSearchTermSet":["_0 edit worksheet tabl","_0 edit worksheet tabl","_0 add or remov tabl column row"],"relatedTopicSet":["worksheets\/templates"],"ID":"180","ParentID":"130"},"FAQs\/groupUnitBasedCourse":{"slug":"groupUnitBasedCourse","slugPath":"FAQs\/groupUnitBasedCourse","name":"Why can't I add a Group to a Step-based Course?","article":"<div>Since&nbsp;<a href=\"courses\/stepBased\" class=\"toArticle\">Step-based Courses<\/a>&nbsp;are by nature self-paced, this runs contrary to the idea of a&nbsp;<a href=\"groups\/groupItems\/groupcourses\" class=\"toArticle\">Group Course<\/a>, which is for multiple clients to progress through the Course material in lockstep. Thus, Groups can only be added to Day-based Courses.<\/div><br \/><div><h2>Two Possible Workarounds<\/h2><\/div><br \/><div><strong>Workaround 1: All Group Members participating individually<\/strong><br \/><\/div><div>One alternative to adding a Group to a Step-based Course is to add <strong>all members of that group<\/strong> as individual participants.<\/div><br \/><div>When adding a participant to your course, you have the option to select multiple clients and add them to the Course all at once by clicking the&nbsp; \"Actually I want to add several participants...\" link, like so:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/addseveralparticipants.png\" class=\"center\" alt=\"addseveralparticipants.png\" width=\"494\" height=\"518\" \/><\/div><div>\n<br \/><\/div><div>\n<strong>Workaround 2: Restructure a Step-based Course into a Day-based one<\/strong><br \/><\/div><div>Another workaround is to restructure that Step-based Course into a Day-based one, but designing it into segments that can be themselves completed in self-paced fashion.&nbsp; This is done by virtue of having the completion of one item lead to the dispatch of the next.<\/div><br \/><div>For example, if you have a Course that is broken into several weeks, you can have each week's materials all go out on a particular day of the week, and have a daisy-chained sequence within that day of \"Complete this item, then you get the next one\".<\/div><br \/><div>That way you can have each segment be worked through in self-paced fashion, even by all members of the group.&nbsp; Taken to the logical extreme, you can even design a single 1-day Day-based Course that is one long daisy chain of items.&nbsp; You won't have any ability to fast forward or rewind the progression, but it'll work, even for groups!<\/div><br \/><div><i>Tip: To\nrestructure a Step-based Course into a Day-based one, take advantage of the fact that you can clone a given course and, in doing so, designate the clone to be of the other type (i.e. turn a Step-based Course into a Day-based one).<\/i><br \/><\/div><br \/>","inAppPage":"","searchTermSet":["Why can't I add a Group to a Step-based Course?","Why can't I add a Group to a Unit-based Course?","How do I assign multiple people to a Unit-based Course?"],"reducedSearchTermSet":["why can't add group step base cours","why can't add group unit base cours","_0 assign multipl person unit base cours"],"relatedTopicSet":["courses\/unitBased","groups\/groupItems\/groupCourses"],"ID":"181","ParentID":"130"},"FAQs\/coachCoaches":{"slug":"coachCoaches","slugPath":"FAQs\/coachCoaches","name":"Can I coach coaches?","article":"<div><\/div><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">As an administrator of a Team Edition account, you can set up a freebie client for your coaches.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">When you first create a new coach account, you\u2019ll be presented with the Manage Team Member screen by which to further customize their permissions.&nbsp;&nbsp;<\/p>\n<p><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">If you\u2019ve opted for this team member to be a coach (rather than admin only), you\u2019ll see the \u201cFreebie Client\u201d section as part of this manager screen:<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_4.18.43_pm.png\" height=\"686\" width=\"999\" class=\"center\" alt=\"screen_shot_2021-11-10_at_4.18.43_pm.png\" \/><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\"><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Simply click the big button and a Freebie Client will be created for the Coach. You'll use this Freebie Client to coach your coaches.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\"><strong><em>Pro-Tip:<\/em><\/strong><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Set up a Group for all the coaches and enroll their freebie clients as members. That way you can assign items to the group, have a discussion between all the coaches, have some friendly competition tracking a&nbsp;<a href=\"groups\/groupItems\/metrics\" class=\"toArticle\">Metric<\/a>, and all the other benefits of&nbsp;<a href=\"groups\" class=\"toArticle\">Groups<\/a>.<\/p>","inAppPage":"","searchTermSet":["Can I coach coaches?","How can I coach my team?","Can I assign a Course to coaches?","Can I interact with a coach like a client?","Can I coach coaches?","How do I set it up so that managers are coaching, but they themselves are coached by me?","How do I set up coaching hierarchies in the system?","Can a coach be coached?","Can a coach be a client and a coach?","Can coaches mentor other coaches?"],"reducedSearchTermSet":["can coach","_0 coach team","can assign cours coach","can interact with coach like client","can coach","_0 set up so that manag ar coach but thei themself by me","_0 set up coach hierarchi in system","can coach be","can coach be client and","can coach mentor other"],"relatedTopicSet":[""],"ID":"182","ParentID":"130"},"FAQs\/coachProfilePicture":{"slug":"coachProfilePicture","slugPath":"FAQs\/coachProfilePicture","name":"How do I change a coach's profile picture?","article":"<div>You are free to update a coach's profile picture (<a href=\"teamEdition\/updating\" class=\"toArticle\">as well as other basic details using the Manage tab<\/a>) up until the coach accepts your invitation and registers an account.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_4.13.17_pm.png\" class=\"center fullScreenshot\" alt=\"screen_shot_2021-11-10_at_4.13.17_pm.png\" width=\"1000\" height=\"341\" \/><\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_4.15.28_pm.png\" class=\"center\" alt=\"screen_shot_2021-11-10_at_4.15.28_pm.png\" width=\"826\" height=\"788\" \/><\/div><div>Once registered, the coach has the power to update their account details, including their profile picture.<br \/><\/div>","inAppPage":"","searchTermSet":["How do I change a coach's profile picture?","Can I edit a coach's picture?","How do I change a coach's profile picture?","Can I edit the image associated with a coach's account?","How do I add a coach's profile picture?"],"reducedSearchTermSet":["_0 chang coach' profil pictur","can edit coach' pictur","_0 chang coach' profil pictur","can edit imag associ with coach' account","_0 add coach' profil pictur"],"relatedTopicSet":["teamEdition\/updating"],"ID":"183","ParentID":"130"},"FAQs\/sharedAppointmentType":{"slug":"sharedAppointmentType","slugPath":"FAQs\/sharedAppointmentType","name":"Can I create a shared appointment type?","article":"<div>Actually, shared&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">appointment types<\/a>&nbsp;don't make sense in the context of multiple people. Each person has their own schedule with which to&nbsp;<a href=\"appointments\/availability\" class=\"toArticle\">set their availability<\/a>, so appointment types are more appropriate on a per-person basis.<\/div><br \/><div>However, you can clone an appointment type you have to other coaches in the organization.<\/div><br \/><div>Go to <em>Settings &gt;&gt; Appointment Config &gt;&gt; Appointment Types<\/em> and click on the one you want to clone. In the bottom right you can click 'Clone to others'.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_4.07.49_pm.png\" class=\"center\" alt=\"screen_shot_2021-11-10_at_4.07.49_pm.png\" width=\"1000\" height=\"926\" \/><\/div><br \/><div>From there you can clone to all or some of the other coaches.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_4.09.18_pm.png\" class=\"center\" alt=\"screen_shot_2021-11-10_at_4.09.18_pm.png\" width=\"1000\" height=\"629\" \/><\/div><br \/><div><h3>Appointment Types for New Team Members<\/h3>When adding a new coach, you can also pre-load their account with one or more Appointment Types.<\/div><br \/><div>The key is to click the \"Preload Appointment Types\" link when adding them:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/newteammemberpreloadappointments.png\" class=\"center\" width=\"670\" height=\"520\" alt=\"newteammemberpreloadappointments.png\" \/><\/div><div>Once clicked, you'll be able to select which exact Appointment Types you'd like the new coach to have pre-loaded.<br \/><\/div><br \/><br \/>","inAppPage":"","searchTermSet":["Can I create a shared appointment type?","Can I create a shared appointment type?","How do I make team-wide appointment types?","How do I create appointment types shared across my organization?","Cloning Appointment Types"],"reducedSearchTermSet":["can creat share appoint type","can creat share appoint type","_0 make team wide appoint type","_0 creat appoint type share acro organ","clone appoint type"],"relatedTopicSet":["appointments\/types","appointments\/availability"],"ID":"184","ParentID":"130"},"FAQs\/emailTracking":{"slug":"emailTracking","slugPath":"FAQs\/emailTracking","name":"How can I tell if a client read my email?","article":"<div>If you send a client a&nbsp;<a href=\"messaging\" class=\"toArticle\">message<\/a>&nbsp;through CoachAccountable or using the&nbsp;<a href=\"settings\/systemEmails\" class=\"toArticle\">System Email Addresses<\/a>, you'll be able to track if and when it was opened through the&nbsp;<a href=\"stream\" class=\"toArticle\">Stream<\/a>&nbsp;tab.<br \/><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_12.00.42PM.png\" height=\"411\" width=\"449\" class=\"center\" alt=\"Screenshot_2025-10-01_at_12.00.42PM.png\" \/><\/div>","inAppPage":"","searchTermSet":["How can I tell if a client read my email?","How can I tell if a client read my email?","How do I track email messages?","Can I see whether a client opened a message or not?","Do sent emails in the system have read receipts?","How can I see when a client opened up an email message?"],"reducedSearchTermSet":["_0 tell if client read email","_0 tell if client read email","_0 track email messag","can see whether client open messag or not","sent email in system have read receipt","_0 see client open up email messag"],"relatedTopicSet":["messaging","stream"],"ID":"185","ParentID":"130"},"FAQs\/interactivePDF":{"slug":"interactivePDF","slugPath":"FAQs\/interactivePDF","name":"Does CoachAccountable support Interactive PDFs?","article":"<div>Interactivity with PDFs within CoachAccountable completely depends on what sort of PDF viewer someone has in their browser.<br \/><\/div><br \/><div>Elements of an Interactive PDF such as <strong>videos and audio<\/strong> may or may not work depending on the device, browser, and PDF reader the person is using. You're free to&nbsp;<a href=\"sharingFiles\" class=\"toArticle\">upload the PDFs to CoachAccountable<\/a>, but let clients know that they are best viewed in the latest version of Adobe Acrobat Reader.<\/div><br \/><div>Thus, your clients would have to (1) download and install Adobe Acrobat Reader on their device, (2) download the Interactive PDF from CoachAccountable, then (3) open it up with Adobe Acrobat Reader.<\/div><br \/><h2>Better Solutions<\/h2><div>If you're instead looking to have a <strong>fillable PDF, <\/strong>choose to use a CoachAccountable&nbsp;<a href=\"worksheets\/formBased\" class=\"toArticle\">form-based Worksheet<\/a>&nbsp;instead. That way, the client can fill out the form quickly and easily on any device (PDFs are notoriously difficult to fill out on mobile devices, whether using CoachAccountable or not). And you can then run&nbsp;<a href=\"reports\/dataLab\" class=\"toArticle\">reports<\/a>&nbsp;on their answers.<\/div><br \/><div>Similarly, <strong>sharing video and audio<\/strong> is best done in CoachAccountable as&nbsp;<a href=\"sharingFiles\/embedding\" class=\"toArticle\">embedded media<\/a>, as Files or within a Worksheet or Course, so that clients can view\/listen easily.<\/div>","inAppPage":"","searchTermSet":["Does CoachAccountable support Interactive PDFs?","Does CoachAccountable support interactive PDFs?"],"reducedSearchTermSet":["do coachaccount support interact pdf","do coachaccount support interact pdf"],"relatedTopicSet":["sharingFiles"],"ID":"186","ParentID":"130"},"FAQs\/fileDownloadProblem":{"slug":"fileDownloadProblem","slugPath":"FAQs\/fileDownloadProblem","name":"Why can't my client download a certain file?","article":"<div>The file is most likely a .ZIP file. While a client will have no problem in downloading a .ZIP file, there could be an issue in accessing the files in the .ZIP if the client doesn't have an unzipper program installed.<\/div><br \/><div>Instead of suggesting for the client to download and install an unzipper, it would be faster to re-share the files in question as single files.<br \/><\/div>","inAppPage":"","searchTermSet":["Why can't my client download a certain file?","Why can't my download a certain file?","My client is having issues accessing files I've shared, what do I do?","Does CoachAccountable support zip files?"],"reducedSearchTermSet":["why can't client download certain file","why can't download certain file","client have issu access file 've share what","do coachaccount support zip file"],"relatedTopicSet":["sharingFiles"],"ID":"188","ParentID":"130"},"actions\/FAQs\/ActionProjectCompleted":{"slug":"ActionProjectCompleted","slugPath":"actions\/FAQs\/ActionProjectCompleted","name":"Why doesn't my Action Project show up?","article":"<div>If all of the Actions in an&nbsp;<a href=\"actions\/projects\" class=\"toArticle\">Action Project<\/a>&nbsp;are completed, that marks the Action Project as 100% finished, placing the whole project under the Past in the client's Action area.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_2.40.10_pm.png\" height=\"504\" width=\"999\" class=\"center\" alt=\"screen_shot_2021-11-10_at_2.40.10_pm.png\" \/><\/div><div>You can quickly add a new Action in that Action Project so that the Action Project by clicking the + sign in the top right.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_2.40.29_pm.png\" height=\"471\" width=\"999\" class=\"center\" alt=\"screen_shot_2021-11-10_at_2.40.29_pm.png\" \/><\/div><div>&nbsp;This allows you to add the Action, making the Action Project once again appear under the Current Tab with an up to date Progress Bar.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_2.41.59_pm.png\" height=\"553\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-10_at_2.41.59_pm.png\" \/><\/div><br \/>","inAppPage":"","searchTermSet":["Why doesn't my Action Project show up?","Why doesn't my Action Project show up in the list?","I can't find the Action Project I'm looking to add an Action to, why?","My client's Action Project list is incomplete, why?"],"reducedSearchTermSet":["why doesn't action project show up","why doesn't action project show up in list","can't find action project 'm look add why","clients' action project list incomplet why"],"relatedTopicSet":["actions\/uncompletingAction","actions\/projects"],"ID":"189","ParentID":"544"},"actions\/uncompletingAction":{"slug":"uncompletingAction","slugPath":"actions\/uncompletingAction","name":"Unmarking an Action Complete","article":"<div>In cases where you think a client hasn't quite completed an Action, you can unmark that Action complete. Head to the <em>Past<\/em>&nbsp;tab in your client's Actions and uncheck the Action for your client to keep working on it.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_2.45.24pm.png\" height=\"508\" width=\"820\" class=\"center dropShadow padded\" alt=\"screenshot_2024-10-14_at_2.45.24pm.png\" \/><\/div><div>\nIf the Action is part of an&nbsp;<a href=\"actions\/projects\" class=\"toArticle\">Action Project<\/a>, unchecking it will mark it incomplete and return the Action to the Outstanding section of that Action Project.<\/div>","inAppPage":"","searchTermSet":["Unmarking an Action Complete","How do I unmark an Action complete?","How do I mark an Action incomplete?","If a client doesn't actually finish a task how do I send it back?","How do I indicate that an Action isn't finished?","How do I designate an Action incomplete?"],"reducedSearchTermSet":["unmark action complet","_0 unmark action complet","_0 mark action incomplet","if client doesn't actual finish task _0 send back","_0 indic that action isn't finish","_0 design action incomplet"],"relatedTopicSet":["FAQs\/ActionProjectCompleted"],"ID":"190","ParentID":"46"},"FAQs\/translate":{"slug":"translate","slugPath":"FAQs\/translate","name":"Can you translate CA into [insert language here]?","article":"<div>The CoachAccountable UI is only available in English. However, English speaking coaches have had success making CA work for their non-English speaking clients, because so much of the content that a client sees is whatever content the coach set up and written for them.<\/div><br \/><div><h3>Making CA Work for Non-English Speaking Clients<\/h3><\/div><div><div>You can change&nbsp;<a href=\"branding\/emailTemplate\" class=\"toArticle\">system email templates<\/a> (of messages that will be sent on your behalf by CoachAccountable) so clients will read your messages in whichever language you write them in. Likewise, all of your written content and communications with your clients, such as Whiteboards, Messages, Worksheets and Session Notes can&nbsp; be written in your language of choice.<\/div><br \/><div>With the bulk of your client-facing content that is specifically to do with your clients working with you in your language of choice, the only thing that remains are the actual UI bits of CoachAccountable, menu items being the most significant.&nbsp; If you can explain and translate those to your clients, in particular the key participatory bits like Stream, Actions, and Metrics, they might be very much able to use the UI as is.<\/div><br \/><div>Creating and sharing with your clients a&nbsp;<a href=\"whiteboards\" class=\"toArticle\">Whiteboard<\/a> containing translations of key items can go a long way.&nbsp; You can make this as a template in your own coach dashboard and then&nbsp;<a href=\"whiteboards\/whiteboardTemplates\" class=\"toArticle\">readily clone it<\/a> to your non-English speaking clients.<br \/><\/div><br \/><br \/><div><h3>Making CA Works for only SOME Non-English Speaking Clients<\/h3><\/div><div>As mentioned above, your templates for outgoing system emails can be customized fully and thus written in whatever language of choice.&nbsp; If you have a multitude of client languages to support, Team Edition provides a nice way to segment those templates along those language lines.&nbsp; The key is that every coach is allowed to customize their set of system email templates.&nbsp; The templates that a given client will see are generally that of whomever is that client's&nbsp;<a href=\"teamEdition\/pairing\" class=\"toArticle\">primary coach<\/a>.&nbsp; Therefore by pairing clients with the right coach, they can get system messages that are in the desired language.<br \/><\/div><br \/><\/div><br \/><div><h3>Browser Based Translation<\/h3><\/div><div>It turns out browser-based translation is getting quite good and reliable.&nbsp; Therefore for a complete translation of the CA UI, you and your clients can translate the entire site using Google Chrome.&nbsp; <a href=\"https:\/\/blog.coachaccountable.com\/2019\/05\/how-to-translate-coachaccountable-into-other-languages\/\" target=\"_blank\">Here's a step-by-step<\/a> on how to set that up.&nbsp;<\/div><br \/>","inAppPage":"","searchTermSet":["Can you translate CA into [insert language here]?","Is CoachAccountable available in other languages?","Can you translate CoachAccountable into another language?","Does CoachAccountable have a foreign language version?","Does CA support multiple languages?","Is CoachAccountable available in Spanish?","Is CoachAccountable available in French?","Is CoachAccountable available in Portuguese?","Is CoachAccountable available in Mandarin?","Is CoachAccountable available in Cantonese?","Is CoachAccountable available in Japanese?","Is CoachAccountable available in Russian?","Is CoachAccountable available in Hindi?"],"reducedSearchTermSet":["can you translat ca into [insert languag here]","coachaccount avail in other languag","can you translat coachaccount into anoth languag","do coachaccount have foreign languag version","do ca support multipl languag","coachaccount avail in spanish","coachaccount avail in french","coachaccount avail in portugues","coachaccount avail in mandarin","coachaccount avail in cantones","coachaccount avail in japanes","coachaccount avail in russian","coachaccount avail in hindi"],"relatedTopicSet":[""],"ID":"191","ParentID":"130"},"FAQs\/editCompleteWorksheet":{"slug":"editCompleteWorksheet","slugPath":"FAQs\/editCompleteWorksheet","name":"Why can't my client edit a Worksheet?","article":"<div>To configure how and when clients are allowed to work further on their already-completed Worksheets, visit Settings &gt;&gt; My Style &gt;&gt; Coaching Work &gt;&gt; Worksheets.<\/div><div><br \/><\/div><div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/worksheetsettings-configure.png\" height=\"803\" width=\"645\" class=\"center\" alt=\"worksheetsettings-configure.png\" style=\"text-align:center;\" \/><\/div><\/div><div><br \/><\/div><div>You'll also notice that you can set up auto-purging rules for Assigned Worksheets that haven't been completed yet, helping to keep things tidy.<\/div>","inAppPage":"","searchTermSet":["Why can't my client edit a Worksheet?","Why can't my client edit a Worksheet?","My client is locked out of Worksheet, what do I do?","Can a client modify a Worksheet after she has completed it?"],"reducedSearchTermSet":["why can't client edit worksheet","why can't client edit worksheet","client lock out worksheet what","can client modifi worksheet after she ha complet"],"relatedTopicSet":["worksheets\/uncompleting"],"ID":"193","ParentID":"130"},"FAQs\/appendActionsToSessions":{"slug":"appendActionsToSessions","slugPath":"FAQs\/appendActionsToSessions","name":"How can I append Actions to Session Notes?","article":"<div>CoachAccountable will ask if you'd like to append recently created Actions to completed Session Notes. This saves you from having to manually type out the Actions assigned to a client during an appointment:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_1.37.07_pm.png\" height=\"371\" width=\"453\" class=\"center\" alt=\"screen_shot_2021-11-10_at_1.37.07_pm.png\" \/><\/div><div>Which Actions count as having been \"created around the time of your session\"?<\/div><br \/><div>Specifically:<br \/><ul><li>Actions created between <strong>1 hour prior<\/strong> to and <strong>2 hours after<\/strong> the declared date &amp; time of the Session Notes, and<\/li><li>Actions created <strong>within 4 hours<\/strong> of the moment those Session Notes are marked completed. <\/li><\/ul>\n<\/div><div>Note that these times aren't necessarily related to the time you started the Session Notes. The system pre-populates the declared date\/time based on the start time, but you're able to modify it freely:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_1.33.23_pm.png\" height=\"851\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-10_at_1.33.23_pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["How can I append Actions to Session Notes?","How can I append Actions to Session Notes?","How do I align Actions with Session Notes?","What's the timing regarding adding Actions to Session Notes?","How long before or after can I create an Action so that it shows up in Session Notes?"],"reducedSearchTermSet":["_0 append action session note","_0 append action session note","_0 align action with session note","what' time regard ad action session note","long befor or after can creat action so that show up in session note"],"relatedTopicSet":[""],"ID":"194","ParentID":"130"},"FAQs\/messageStream":{"slug":"messageStream","slugPath":"FAQs\/messageStream","name":"Why doesn't my message show in the client Stream?","article":"<div>When sending a message (whether&nbsp;<a href=\"messaging\" class=\"toArticle\">an individual message<\/a>&nbsp;or one to <a href=\"clients\/messaging\" class=\"toArticle\">multiple clients<\/a>), you have the option of adding the message to your client(s) Stream.<\/div><br \/><div>The \"Add this message to ___'s Stream\" checkbox is found towards the bottom.&nbsp; It isn't checked by default, so make sure to select this option if you'd like your message to show in the recipient's Stream (and therefore be captured as part of the coaching record).<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/clientmessage-addtostream.png\" class=\"center\" width=\"682\" height=\"641\" alt=\"clientmessage-addtostream.png\" \/><\/div>","inAppPage":"","searchTermSet":["Why doesn't my message show in the client Stream?","Why doesn't my message show in the client Stream?","The Group Message I sent didn't appear in the Stream, why?","I can't find the message I sent to my client in CoachAccountable, where did it go?","The email message I sent to my client is missing, where do I find it?","How do I log an email in the system?","How do I record an email in the system?"],"reducedSearchTermSet":["why doesn't messag show in client stream","why doesn't messag show in client stream","group messag sent didn't appear in stream why","can't find messag sent client in coachaccount did go","email messag sent client miss _0 find","_0 log email in system","_0 record email in system"],"relatedTopicSet":["stream"],"ID":"195","ParentID":"130"},"FAQs\/groupMembersAutoAddItems":{"slug":"groupMembersAutoAddItems","slugPath":"FAQs\/groupMembersAutoAddItems","name":"Do new Group members receive past Group Items?","article":"<div>By design the system does not add new Group members to already-in-motion&nbsp;<a href=\"groups\/groupItems\" class=\"toArticle\">Group Items<\/a>, allowing you to choose what they should be a part of. This avoids potential messes that could occur if you added a client to long-lived Groups that have many past assignments, such as well-in-progress Metrics.<\/div><br \/><div>To add a new group member to an existing group item, find that item in the Group Stream and click the edit icon found in the lower right.&nbsp;<\/div><br \/><div>From there, update the item to include the newly-added Group member and you're all set.<\/div>","inAppPage":"","searchTermSet":["Do new Group members receive past Group Items?","Do new Group members automatically get added to already assigned Group Items?","If I add a new Group Member, will she be assigned to already in-motion Group Items?","Do New Group members get added to existing Group Items?"],"reducedSearchTermSet":["new group member receiv past item","new group member automat get ad alreadi assign item","if add new group member will she be assign alreadi in motion item","new group member get ad exist item"],"relatedTopicSet":["groups\/groupItems"],"ID":"196","ParentID":"130"},"FAQs\/updateTemplateAssigned":{"slug":"updateTemplateAssigned","slugPath":"FAQs\/updateTemplateAssigned","name":"Can updating templates update assigned Worksheets?","article":"<div>Once a Worksheet is&nbsp;<a href=\"worksheets\/assigning\" class=\"toArticle\">assigned to a client<\/a>, any updates to the underlying&nbsp;<a href=\"worksheets\/templates\" class=\"toArticle\">Worksheet Template<\/a>&nbsp;will NOT automatically update the assigned Worksheet.<br \/><\/div><br \/><div>However, you are free to update the Worksheet itself. Head to a client's <em>Worksheets<\/em> area and find it in the \"Assigned\" tab.&nbsp; Click the to edit the Worksheet as you see fit. Click <em>Update<\/em>&nbsp;when finished and the client will see the changes.<\/div><br \/><br \/>","inAppPage":"","searchTermSet":["Can updating templates update assigned Worksheets?","If I update a Worksheet Template, will it automatically update assigned Worksheets based on that template?","Does changing a Worksheet Template change my client's existing Worksheets?"],"reducedSearchTermSet":["can updat templat assign worksheet","if updat worksheet templat will automat assign base on that","do chang worksheet templat clients' exist"],"relatedTopicSet":["worksheets"],"ID":"197","ParentID":"130"},"FAQs\/worksheetAssignSelf":{"slug":"worksheetAssignSelf","slugPath":"FAQs\/worksheetAssignSelf","name":"How did my client get assigned this Worksheet?","article":"<div>Worksheets can be&nbsp;<a href=\"worksheets\/selfAssigned\" class=\"toArticle\">self-assigned<\/a>, meaning the client will be able to work on that Worksheet without you having to assign it first.<\/div><br \/><div>If you don't want your client to be able to do that, simply uncheck the box next to \"Allow my clients to fill out this worksheet on their own, WITHOUT me first assigning it to them.\"<br \/>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_11.45.26_am.png\" height=\"749\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-10_at_11.45.26_am.pn\" \/><\/div>","inAppPage":"","searchTermSet":["How did my client get assigned this Worksheet?","I didn't assign my client a Worksheet. How is she working on it?","My client received a Worksheet I did not assign. How?","Worksheets are popping up and I didn't assign them. What gives?","Worksheets are being assigned to my client without me doing it. Why?"],"reducedSearchTermSet":["did client get assign thi worksheet","didn't assign client worksheet she work on","client receiv worksheet did not assign","worksheet ar pop up and didn't assign them what gife","worksheet ar be assign client without me do why"],"relatedTopicSet":["worksheets\/selfAssigned"],"ID":"198","ParentID":"130"},"FAQs\/wrongPairing":{"slug":"wrongPairing","slugPath":"FAQs\/wrongPairing","name":"I assigned a client to the wrong coach, help?","article":"<div>Team Edition allows you to&nbsp;<a href=\"teamEdition\/pairing\" class=\"toArticle\">pair coaches with clients<\/a>, giving you complete control over the clients coaches see or interact with.&nbsp;<\/div><br \/><div>Head to the <em>Team Administration<\/em>&nbsp;page, then click on <em>Pairing<\/em>&nbsp;while on the <em>Coaches<\/em>&nbsp;tab for a given coach to update his\/her pairing.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-26_at_3.26.22_pm.png\" class=\"center fullScreenshot\" alt=\"screen_shot_2021-10-26_at_3.26.22_pm.png\" width=\"1000\" height=\"521\" \/><\/div><br \/><div>Alternately, you can click on <em>Pairing<\/em>&nbsp;while on the <em>Clients<\/em>&nbsp;tab for a given client to update his\/her pairing.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_11.41.19_am.png\" class=\"center fullScreenshot\" alt=\"screen_shot_2021-11-10_at_11.41.19_am.pn\" width=\"1000\" height=\"645\" \/><\/div>","inAppPage":"","searchTermSet":["I assigned a client to the wrong coach, help?","I assigned a client to the wrong coach, how do I correct this?","I put a client with the wrong coach, how do I fix this?","Why can't I pair a client with a different coach?","A client that's not supposed to is showing up for the wrong coach?"],"reducedSearchTermSet":["assign client wrong coach help","assign client wrong coach _0 correct thi","put client with wrong coach _0 fix thi","why can't pair client with differ coach","client that' not suppos show up wrong coach"],"relatedTopicSet":["coaches\/pairing"],"ID":"199","ParentID":"130"},"FAQs\/groupCourseTimeZones":{"slug":"groupCourseTimeZones","slugPath":"FAQs\/groupCourseTimeZones","name":"How do Group Course time zones work?","article":"<div>A Course has two options for delivering items: \"my timezone\" and \"the course participant's timezone.\" For non-Group participants, the former means that item delivery for participants will adjust based on your time zone. For example, if a participant is one hour behind me (the coach) and I set a Course Action to be delivered at 3pm, it will be delivered at 2pm for that participant.<br \/><br \/>The latter option means that the item delivery adjusts to the participant's timezone. In the example above, that would mean the Course Action delivery would be at 3pm for the participant, which is 4pm for me.<br \/><br \/>For Groups participating in a Course, the second option is effectively the same as the first. This is because there are generally participants in multiple time zones in the Group, so the system defaults to delivering items based on the coach's timezone, or \"my timezone.\"&nbsp; <br \/><br \/><\/div>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_11.35.39_am.png\" height=\"755\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-10_at_11.35.39_am.pn\" \/><\/div>","inAppPage":"","searchTermSet":["How do Group Course time zones work?","How do Group Course time zones work?","Why didn't my Group Course item deliver on time?","How do due dates for Group Courses work?","What does \"the course participant's timezone\" mean?"],"reducedSearchTermSet":["group cours time zone work","group cours time zone work","why didn't group cours item deliv on time","due date group cours work","what do \" cours participant' timezone\" mean"],"relatedTopicSet":["groups\/groupItems\/groupCourses"],"ID":"200","ParentID":"130"},"FAQs\/hyperlinkIssues":{"slug":"hyperlinkIssues","slugPath":"FAQs\/hyperlinkIssues","name":"The hyperlink in my message isn't working, help?","article":"<div>Simply copying and pasting a link into a&nbsp;<a href=\"messaging\" class=\"toArticle\">message<\/a>&nbsp;usually works well: the system will attempt to turn anything it thinks is a hyperlink into a working link.&nbsp;<br \/><br \/>If you'd like to manually make a link active, or if you want to turn text into a working link, first click <em>Enable Formatting<\/em>&nbsp;in the bottom right of the <em>Message<\/em> window.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_11.25.22_am.png\" height=\"972\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-10_at_11.25.22_am.pn\" \/><\/div><br \/><div>Then, highlight the text you'd like to turn into a link and click the hyperlink button.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_11.30.08_am.png\" height=\"826\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-10_at_11.30.08_am.pn\" \/><\/div><br \/><div>Enter the hyperlink in, click <em>OK<\/em>, and you're all set. The text is now an active hyperlink.<br \/><br \/>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_11.31.30_am.png\" height=\"881\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-10_at_11.31.30_am.pn\" \/><\/div><div><br \/><br \/><\/div>","inAppPage":"","searchTermSet":["The hyperlink in my message isn't working, help?","The hyperlink in my message isn't working, help?","Why isn't the link in my email isn't working?","How can I turn text into a link?","This link is dead, how do I fix it?"],"reducedSearchTermSet":["hyperlink in messag isn't work help","hyperlink in messag isn't work help","why isn't link in email work","_0 turn text into link","thi link dead _0 fix"],"relatedTopicSet":["messaging"],"ID":"201","ParentID":"130"},"FAQs\/editCoachTemplateCourse":{"slug":"editCoachTemplateCourse","slugPath":"FAQs\/editCoachTemplateCourse","name":"How can other coaches edit my template\/course?","article":"<div>Sharing a Worksheet Template, Session Template, or Course with other coaches in your organization does not give them editing ability.<br \/><br \/>A coach must be the owner of a Template or Course in order to edit it. To reassign ownership of a Template, head on over to your Library,&nbsp;then choose either <em>Worksheet Templates<\/em>&nbsp;or <em>Session Templates<\/em>.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_11.00.53_am.png\" height=\"364\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-10_at_11.00.53_am.pn\" \/><\/div><div>Once you're on the template you want to reassign ownership, click the <em>Reassign Ownership<\/em>&nbsp;button.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_11.02.28_am.png\" height=\"515\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-10_at_11.02.28_am.pn\" \/><\/div><br \/><div>Choose the coach you want to transfer ownership to, then click <em>Change Owner<\/em>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_11.06.20_am.png\" height=\"349\" width=\"488\" class=\"center\" alt=\"screen_shot_2021-11-10_at_11.06.20_am.pn\" \/><\/div><div><div>The process is similar for Courses,&nbsp;<a href=\"courses\/managing\/reassigningOwnership\" class=\"toArticle\" style=\"text-decoration:underline;\">which you can read about here.<\/a><\/div><div><br style=\"color:rgb(74,74,74);\" \/><\/div><br \/><\/div><br \/>","inAppPage":"","searchTermSet":["How can other coaches edit my template\/course?","How can I let another coach edit my Template or Course?","How do I give editing rights to other coaches?","How can another coach work on my Template or Course?","Can I share a Template or Course with other coaches but prevent them from editing it?"],"reducedSearchTermSet":["other coach edit template\/cours","_0 let anoth coach edit templat or cours","_0 give edit right other coach","anoth coach work on templat or cours","can share templat or cours with other coach but prevent them from edit"],"relatedTopicSet":[""],"ID":"202","ParentID":"130"},"FAQs\/prepFormClient":{"slug":"prepFormClient","slugPath":"FAQs\/prepFormClient","name":"How do I assign a preparation form to a client?","article":"<div>Say you want to assign a preparation or pre-session form to a client. Here are two ways to do it. The first is to simply assign a Worksheet (bonus points if you make the preparation form a Template).&nbsp;<a href=\"worksheets\/assigning\" class=\"toArticle\">More on assigning Worksheets here.<\/a><\/div><br \/><div>The second way is to configure the system to automatically send one out as scheduled prior to your appointments.&nbsp;<a href=\"appointments\/types\/worksheets\" class=\"toArticle\">Here's a step by step on how to do so.<\/a><\/div>","inAppPage":"","searchTermSet":["How do I assign a preparation form to a client?","How do I assign a preparation form to a client?","How do I give coaching prep assignments to a client?","How do I assign coaching notes to be completed before a session or meeting?","How do I give intake forms to clients?"],"reducedSearchTermSet":["_0 assign prepar form client","_0 assign prepar form client","_0 give coach prep assign client","_0 assign coach note be complet befor session or meet","_0 give intak form client"],"relatedTopicSet":["worksheets","worksheets\/assigning","appointments\/types\/worksheets"],"ID":"204","ParentID":"130"},"FAQs\/multipleEmail":{"slug":"multipleEmail","slugPath":"FAQs\/multipleEmail","name":"Can one user have multiple email addresses?","article":"<div><div>Short answer: Nope. By design, it's one email per account. However, you can use your&nbsp;<a href=\"https:\/\/support.google.com\/mail\/answer\/6579?hl=en\" target=\"_blank\">email provider's filtering and rule features<\/a>&nbsp;to automatically forward all @coachaccountable.com emails, or certain CA emails that have a particular subject line.&nbsp;<\/div><br \/><div>If you're concerned with keeping a third party updated on a client's progress,&nbsp;<a href=\"clients\/happeningsreports\" class=\"toArticle\">Happenings Reports<\/a>&nbsp;might do the trick.<\/div><\/div><br \/><div><p>Longer answer with some additional options:<\/p>\n<p>&nbsp;<\/p>\n<p>Some of your coaching clients may include more than one party. Examples:<\/p>\n<ul><li>Business growth coaching, where the two owners of the company share involvement equally and want to be coached as one client.<\/li><li>Relationship coaching, where one partner is being coached but the other partner participates in some exercises.<\/li><li>Management coaching, where the company pays for leadership training and three people run the same team together.<\/li><\/ul>\n<p>With all these potential situations, people sometimes ask how to add a second email address for a client. That's not possible within the CA system for many reasons; pricing is set up on a per-client basis, adding a secondary email address could create privacy breaches, and a second email on the account would create problems like the coach knowing which of the partners is marking items done in the account and whether one of them might be slacking.<\/p>\n<p>Nevertheless, we have some workarounds for these types of situations.<\/p>\n<br \/><h2>Groups<\/h2><p>Are your clients working toward the same goal but each has a set of tasks? Some of those tasks may overlap - say you've got a 5-person sales team you're working with, and they each need to report their numbers every day, but they work together and their sales are towards a cumulative goal. Or say you're working with a couple, and each should journal about the same thing every day as an Action - they'll almost certainly have two different takes on the same prompt.<\/p>\n<p>This is actually a great case for having two (or more) separate client accounts and putting those clients into a Group together. You can&nbsp;<a href=\"groups\/groupItems\/clientVisibility\" class=\"toArticle\">set the privacy<\/a>&nbsp;to allow the members to see each other's Action completions, Metric numbers, Worksheet answers, comments, and more. You can also allow them to interact within the system if you so desire.<\/p>\n<br \/><h2>Email Forwarding<\/h2><p>The best and easiest option for sharing your coaching relationship with another client email address is to&nbsp;<strong>set up email forwarding.<\/strong>&nbsp;This will ensure that messages from the system (including reminders) get sent to the second client email address.<\/p>\n<p>An email forwarding rule can be set up through the client's mail provider. Here, for example, are the settings for creating an email forward through Gmail.<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen-shot-2018-07-03-at-11.08.44-am.png\" height=\"504\" width=\"592\" class=\"center\" alt=\"screen-shot-2018-07-03-at-11.08.44-am.pn\" \/><\/div><p>Note that with most email providers you can automatically forward all @coachaccountable.com emails, or certain CA emails that have a particular subject line. For instance, if you just want someone to see Action-related emails, filter by the sender @coachaccountable.com, and the subject line including \"Action\".<\/p>\n<p>Just keep in mind that&nbsp;<strong>this is a service outside the CoachAccountable coaching platform<\/strong>, meaning we can't set it up for you\/your client, and you can't set it up for your client either.<\/p>\n<br \/><h2>Sharing CoachAccountable Login Info<\/h2><p>Some coaches wonder, \"can't I just have the clients share the username and password with each other?\" You&nbsp;<em>can,<\/em>&nbsp;but you do so at your own peril. Again, this will create issues like not knowing who was actually doing those Actions or achieving those Metrics. And of course some security concerns get involved here, too.<\/p>\n<br \/><h2>Sharing Progress With a Third Party<\/h2><p>The client relationship may not be an equal one, however.&nbsp; By that I mean you're not coaching both people as the same client, but rather it's something in the vein of:<\/p>\n<ul><li>a company's management wants to see progress<\/li><li>a health insurance company wants proof that the person's working with a wellness coach, or<\/li><li>you want to share an accurate record of your coaching for an accreditation such as the ICF's<\/li><\/ul>\n<p>&nbsp;<\/p>\n<div>In cases like these, use a&nbsp;<\/div><div><a href=\"clients\/happeningsreports\" class=\"toArticle\">Happenings Report<\/a>&nbsp;or&nbsp;<a href=\"clients\/exporting\" class=\"toArticle\">export your client's record<\/a>.<\/div><\/div>","inAppPage":"","searchTermSet":["Can one user have multiple email addresses?","Can one account have more than one email address associated with it?","How do I add multiple email addresses to one account?","Can I add more than one contact email for a client?","Can a client use 2 emails?","My client wants to use 2 email addresses."],"reducedSearchTermSet":["can on user have multipl email address","can on account have more than email addr associ with","_0 add multipl email address on account","can add more than on contact email client","can client us 2 email","client want us 2 email address"],"relatedTopicSet":["clients\/happeningsreports","FAQs\/clientShareAccount","groups"],"ID":"205","ParentID":"130"},"FAQs\/groupMemberFileShare":{"slug":"groupMemberFileShare","slugPath":"FAQs\/groupMemberFileShare","name":"Can a client share a file with a Group?","article":"<div>Yes, they can!&nbsp; You'll want to make sure that you have the appropriate box checked off under the Allowed Behaviors in the Group Participation Settings:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_10.51.48_am.png\" height=\"546\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-10_at_10.51.48_am.pn\" \/><\/div><br \/><div>Don't forget to hit update!&nbsp;<br \/><\/div><br \/><br \/>","inAppPage":"","searchTermSet":["Can a client share a file with a Group?","Can a group member share a file with their Group?","Can clients add files to a Group?"],"reducedSearchTermSet":["can client share file with group","can group member share file with their","can client add file group"],"relatedTopicSet":["groups\/groupItems\/messages","groups\/groupItems\/files"],"ID":"206","ParentID":"130"},"FAQs\/changeUsername":{"slug":"changeUsername","slugPath":"FAQs\/changeUsername","name":"How do I change my username?","article":"<div>If you or your client would like to change usernames, shoot us an email at <a href=\"mailto:@support@coachaccountable.com\">support@coachaccountable.com.<\/a>&nbsp;<\/div>","inAppPage":"","searchTermSet":["How do I change my username?","How do I change my or my client's username?","Can I edit the username of me or my clients?"],"reducedSearchTermSet":["_0 chang usernam","_0 chang or clients' usernam","can edit usernam me or client"],"relatedTopicSet":[""],"ID":"207","ParentID":"130"},"FAQs\/creditCardCVV":{"slug":"creditCardCVV","slugPath":"FAQs\/creditCardCVV","name":"What's a credit card CVV?","article":"<div>The CVV Number (\"Card Verification Value\") on your credit card or debit card is a 3 digit number on VISA\u00ae, MasterCard\u00ae and Discover\u00ae branded credit and debit cards. On your American Express\u00ae branded credit or debit card it is a 4 digit numeric code.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/creditcardcvv.png\" height=\"233\" width=\"350\" class=\"center\" alt=\"creditcardcvv.png\" \/><\/div>","inAppPage":"","searchTermSet":["What's a credit card CVV?","What's a credit card CVV?","What do these three or four digits on my card mean?","What information do I need to put a credit into the system?","Why isn't my credit card payment going through?"],"reducedSearchTermSet":["what' credit card cvv","what' credit card cvv","what these three or four digit on card mean","what inform need put credit into system","why isn't credit card payment go through"],"relatedTopicSet":[""],"ID":"211","ParentID":"130"},"settings\/tabArrangement":{"slug":"tabArrangement","slugPath":"settings\/tabArrangement","name":"Client Page Arrangement","article":"<div>In Settings &gt;&gt; My Style &gt;&gt; Client Page Arrangement you'll find the place to set the <em>default<\/em> sections of the system that are shown to clients, and in what order. Drag a page to sort, and click the eye to toggle a section hidden or visible.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2023-11-29_at_3.51.37pm.png\" height=\"393\" width=\"500\" class=\"center\" alt=\"screenshot_2023-11-29_at_3.51.37pm.png\" \/><\/div><div><div><div><br \/>\n<\/div><div>While this sets the default arrangement, you can customize \neach client's page as well if desired. Do this from within the \nindividual client's&nbsp;<a href=\"clients\" class=\"toArticle\">Client Manager<\/a> (found by clicking the gear icon as \nfound for a given client in your Clients listing), under Settings \n&gt;&gt; Page Arrangement.<\/div><br \/><\/div><div>Towards the bottom of the menu arrangement, you'll see two other toggles, one for Session Notes (when empty) and the dedicated client invoicing page.&nbsp; These settings applies to all clients, and cannot \nbe overridden on a per-client basis.<\/div><\/div>&nbsp;<br \/><div>If you would like different client types to have different page arrangements automatically (for example, your mastermind clients should have access to all the tabs, while your group coaching clients will only see a few of the items), you can have the different client types enter into the system using different&nbsp;<a href=\"offerings\" class=\"toArticle\">Offerings<\/a>. Each one can include an&nbsp;<a href=\"offerings\/setup\/pageArrangement\" class=\"toArticle\">offering-specific client page arrangement.<\/a><\/div>","inAppPage":"clientPageArrangement","searchTermSet":["Client Page Arrangement","Can I reorder the tabs that my client sees?","How do I hide certain parts of the system?","Can I make a certain item in CoachAccountable not show up?","How do I disable tabs?","How do I remove tabs?","How do I turn off certain features in CoachAccountable?","How do I prevent clients from accessing certain tools?","How do I enable or disable client invoicing for my clients?","Do my clients have their own billing page?","How do I prevent clients from looking at their invoices?","Page Arrangement","Client Page Arrangement"],"reducedSearchTermSet":["client page arrang","can reorder tab that client see","_0 hide certain part system","can make certain item in coachaccount not show up","_0 disabl tab","_0 remov tab","_0 turn off certain featur in coachaccount","_0 prevent client from access certain tool","_0 enabl or disabl client invoic","client have their own bill page","_0 prevent client from look at their invoic","page arrang","client page arrang"],"relatedTopicSet":["clients\/updating"],"ID":"213","ParentID":"212"},"settings\/notifications":{"slug":"notifications","slugPath":"settings\/notifications","name":"Notifications","article":"<div>CoachAccountable works as a liaison between you and your clients, helping to facilitate communication and updates as things unfold so that you can be more aware of (and responsive to) how things are going.&nbsp;<\/div><br \/><div>These settings allow you to choose the level at which CoachAccountable sends notifications to both you and your clients.<\/div><br \/><div>You can review and adjust these setting on an organizational level by going to Settings &gt;&gt; My Style &gt;&gt; Notifications.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-16_at_4.12.26pm.png\" height=\"642\" width=\"800\" class=\"center unrounded stroke\" alt=\"screenshot_2024-04-16_at_4.12.26pm.png\" \/><\/div><br \/><h2>Customizing To Individual Clients<\/h2><div>The notifications you set in your My Style page are the default that will be applied to your clients.&nbsp; These defaults can be overridden on a per-client basis.<\/div><div><br \/>To do so, bring up your client's Client Manager (click their gear icon as found in your Clients listing) and go to Settings &gt;&gt; Notifications.<\/div><br \/><br \/><h2>Types of Notifications<\/h2><br \/><h3>Action Notifications<\/h3><br \/><div><a href=\"actions\" class=\"toArticle\">Actions<\/a>&nbsp;are like a high-powered to-do list for your clients, and are designed to promote easy tracking and collaboration. CoachAccountable can send email notifications as things happen with Actions.<br \/><\/div><br \/><h3>Worksheet Notifications<\/h3><br \/><div><a href=\"worksheets\" class=\"toArticle\">Worksheets<\/a>&nbsp;are assignments that your clients are to fill out. CoachAccountable can send email notifications as things happen with Worksheets.<br \/><\/div><br \/><h3>Journaling Notifications<\/h3><br \/><div>CoachAccountable provides an easy way for your clients to&nbsp;<a href=\"journalEntries\" class=\"toArticle\">make journal entries<\/a>&nbsp;about whatever's going on in their coaching experience. When a client makes a journal entry CoachAccountable can send you a notification.<br \/><\/div><br \/><div><h3 style=\"font-weight:700;\">Agreement Notifications<\/h3><br \/><div>If you are using Agreements with your clients, CoachAccountable can send you a notification whenever a client submits an Agreement.<\/div><br \/><\/div><br \/><div><h3>File Sharing Notifications<\/h3><br \/><div>CoachAccountable provides an easy way to&nbsp;<a href=\"sharingFiles\" class=\"toArticle\">share files<\/a>&nbsp;between you and your clients. When a client shares a file with you they are given the option to send you an email notification.<\/div><\/div><br \/><div><h3>Comment Notifications<\/h3><br \/><div>You and your clients can both&nbsp;<a href=\"stream\/commentsOnItems\" class=\"toArticle\">post comments<\/a>&nbsp;on any items of your coaching relationship here in CoachAccountable by doing so on the&nbsp;<a href=\"stream\" class=\"toArticle\">Stream tab<\/a>.<\/div><br \/><div>CoachAccountable can send email notifications of these comments to you when your client posts a comment, and to your client when you post a comment.<\/div><\/div><br \/><div><h3>Invoicing Notifications<\/h3><br \/><div>CoachAccountable enables you to&nbsp;<a href=\"clientInvoicing\" class=\"toArticle\">send clients invoices<\/a>, schedule invoices to be sent automatically at a later date, and lets your client pay invoices online.<\/div><\/div>","inAppPage":"myStyle::Notifications","searchTermSet":["Notifications","How do I turn off notifications and system emails?","How do I change whether an email message goes out by email or text?","How do I disable certain system emails?","My client feels overwhelmed by email, what can I do?","My clients receive too many notifications, how do I reduce them?","Notification","Notifications","Text notifications"],"reducedSearchTermSet":["notif","_0 turn off notif and system email","_0 chang whether email messag go out by or text","_0 disabl certain system email","client feel overwhelm by email what can","client receiv too mani notif _0 reduc them","notif","notif","text notif"],"relatedTopicSet":[""],"ID":"214","ParentID":"212"},"clients\/happeningsreports\/setup":{"slug":"setup","slugPath":"clients\/happeningsreports\/setup","name":"Happenings Reports Setup","article":"<div>Setup of a Happenings Report consists of the following:<\/div><div><ul><li>Who you're going to be reporting on - all or some of your active clients<\/li><li>Who you're going to be sending the report to - yourself, one or more clients<em> (selected clients will receive reports of only their own happenings)<\/em>, or one or more third parties.<\/li><li>What you're going to be included in the report. These are the various CA items,&nbsp;<a href=\"appointments\" class=\"toArticle\">Appointments<\/a>, and&nbsp;<a href=\"stream\/commentsOnItems\" class=\"toArticle\">Comments<\/a>.<\/li><li>When you'll be sending the report - when you'll first send it, and the schedule of future reports.<\/li><\/ul>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_4.09.48pm.png\" height=\"860\" width=\"755\" class=\"center\" alt=\"screenshot_2024-05-02_at_4.09.48pm.png\" \/><\/div><\/div><div><span>Note that you can choose to skip sending the report when there isn't any new activity in a given time period.&nbsp;<\/span><br \/><\/div><br \/><div><div><div>Also, creating the report doesn't send it right away. Instead, the report will be sent according to the schedule you've defined.&nbsp;<\/div><br \/><div>If you do want to send a report right away after creating, you can do so by clicking the Send button on the right side:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_4.31.48pm.png\" height=\"209\" width=\"751\" class=\"center\" alt=\"screenshot_2024-05-02_at_4.31.48pm.png\" \/><\/div><\/div><\/div>","inAppPage":"","searchTermSet":["Happenings Reports Setup","How do I setup Happenings Reports?","How do I make summaries of client activity?","How do I keep someone else up on client progress?","How do I share client activity or progress with a third party?"],"reducedSearchTermSet":["happen report setup","_0 setup happen report","_0 make summari client activ","_0 keep someon els up on client progr","_0 share client activ or progr with third parti"],"relatedTopicSet":["clients\/happeningsreports"],"ID":"216","ParentID":"141"},"settings\/systemEmails":{"slug":"systemEmails","slugPath":"settings\/systemEmails","name":"System Email Addresses","article":"<div>CoachAccountable&nbsp;<a href=\"messaging\" class=\"toArticle\">messaging<\/a>&nbsp;is a nice, quick way to send messages between coach and client, making them part of the coaching process record.&nbsp;<\/div><br \/><div>However, you don't need to log in to CA to send messages.&nbsp;<span>System Email Addresses are another way to empower communication between coach and client.<\/span> You can send messages to clients directly from your email and have that message still drop into CoachAccountable on its way to the client.<\/div><br \/><h3>CoachAccountable System Email Addresses<\/h3><div>You can find a system email address for each client you are coaching. This magic email address is tied to each specific client and routes through CoachAccountable. Sending an email from your email client to this email address is the equivalent of posting a message for the client from within CoachAccountable.&nbsp;<\/div><br \/><div>To find and quickly add these addresses to your contacts in your email, go to Settings &gt;&gt; My Style &gt;&gt;&nbsp;System Email Addresses<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2023-11-28_at_9.42.47am.png\" height=\"263\" width=\"890\" class=\"center unrounded stroke\" alt=\"screenshot_2023-11-28_at_9.42.47am.png\" \/><\/div><br \/><div>The System Email Address page offers a listing of all your clients and their respective magic email addresses.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-02_at_3.37.39_pm.png\" height=\"784\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-02_at_3.37.39_pm.png\" \/><\/div><div>To get all your client's magic addresses into your email address book quickly, select all the clients and click 'Yes, please send the selected ones to me'.&nbsp;<\/div><br \/><div>Having the 'via CoachAccountable' suffix (or choosing one of your own) makes it easy to keep the system email addresses separate from an individual's regular email address. This will help you make sure you're choosing the right one when emailing.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-02_at_3.46.09_pm.png\" height=\"274\" width=\"998\" class=\"center\" alt=\"screen_shot_2021-11-02_at_3.46.09_pm.png\" \/><\/div><div><span>Once added to your contacts, sending an email to your client to drop off into CoachAccountable is simple.&nbsp;<\/span>Compose the message as you normally would and send it on its way.<\/div><br \/><div>Within a minute, CoachAccountable receives this email and posts it as a message in the respective client's Stream.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-02_at_3.52.08_pm.png\" height=\"470\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-02_at_3.52.08_pm.png\" \/><\/div><div>...and sent along to your client via email as usual.<\/div><br \/><div>Want to add an image to your email, go ahead! CoachAccountable will receive it just as you expect.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-02_at_4.03.48_pm.png\" height=\"926\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-02_at_4.03.48_pm.png\" \/><\/div><div>Also, if you want to add Files you can do that, too. The client will receive them as links in their email and they'll all be stored in the Client's Files area. This means you're able to see if and when they viewed the files you sent.&nbsp;&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-02_at_4.15.16_pm.png\" height=\"366\" width=\"999\" class=\"center\" alt=\"screen_shot_2021-11-02_at_4.15.16_pm.png\" \/><\/div><br \/><br \/><div>Perhaps you only want to share a File without posting a message to the Client Stream. You can do that as well. Send a specially crafted message with the subject line 'File: [name of file]' and attach exactly one file.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-02_at_4.09.57_pm.png\" height=\"947\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-02_at_4.09.57_pm.png\" \/><\/div><br \/><div>The process works just the same in the reverse. You can send your System Email Address to your clients so they can post a message (or share a file) from their email.&nbsp;<\/div><br \/><div>Just click the 'Clients to Me' tab from <em>Settings &gt;&gt; System &gt;&gt; System Email Addresses.<\/em><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-02_at_4.18.53_pm.png\" height=\"754\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-02_at_4.18.53_pm.png\" \/><\/div><br \/><div>Click 'Send via Email', and your clients will receive your magic address.&nbsp;&nbsp;<\/div><br \/><div><\/div>","inAppPage":"systemEmailAddresses","searchTermSet":["System Email Addresses","How do I log emails in CoachAccountable?","How do I record email communications in CoachAccountable?","How do I capture emails within the system?","How do I send a client an email and have that message appear in CoachAccountable?"],"reducedSearchTermSet":["system email address","_0 log email in coachaccount","_0 record email commun in coachaccount","_0 captur email within system","_0 send client email and have that messag appear in coachaccount"],"relatedTopicSet":["messaging","sharingFiles","stream","imageGallery"],"ID":"217","ParentID":"212"},"sharingFiles\/libraryFiles":{"slug":"libraryFiles","slugPath":"sharingFiles\/libraryFiles","name":"Library Files","article":"<div>Library Files are where you upload and organize files that you can then later <a href=\"sharingFiles\" class=\"toArticle\">share with clients<\/a>. Get to your Library by clicking the book icon from the left side menu:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_8.34.58am.png\" height=\"571\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-10-14_at_8.34.58am.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_8.34.58am.png\" height=\"0\" width=\"0\" class=\"center\" alt=\"screenshot_2024-10-14_at_8.34.58am.png\" \/><\/div><h2>How to Add a File to Your Library<\/h2><div>To upload a file to your Library, click the \"<em>+ Library File\" <\/em>button<em>&nbsp;<\/em>at the top right.<\/div><br \/><div>A Library File can be added in one of 3 ways:<\/div><div><ol><li><strong>Uploading a file<\/strong> from your computer<\/li><li>As a <strong>URL<\/strong> that points to any file or web page hosted externally<\/li><li><strong>An embedded media,<\/strong> using the embed code provided by the hosting site<\/li><\/ol>\n<a href=\"sharingFiles\/embedding\" class=\"toArticle\">Embedding a video or audio file<\/a>&nbsp;allows your clients to view\/listen to the file right from within CoachAccountable.&nbsp;<a href=\"general\/wysiwyg\/embedMedia\" class=\"toArticle\">Click here to see the current list of supported websites you can embed from.<\/a><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_8.41.13am.png\" height=\"579\" width=\"670\" class=\"center\" alt=\"screenshot_2024-10-14_at_8.41.13am.png\" \/><\/div><div><span style=\"font-weight:normal;\">As you add files to your Library, they'll appear in the listing of files.&nbsp; Click on a given file to bring up its details in the right side panel.<\/span><\/div><br \/><div><span style=\"font-weight:normal;\">\n<strong>Tip:<\/strong> double clicking on the card for a given file is a shortcut to accessing it immediately.<br \/><\/span><\/div><br \/><div><span style=\"font-weight:normal;\">When a file is loaded into the side panel, you'll see buttons that let you <\/span><strong>access the file<\/strong><span style=\"font-weight:normal;\"> in-app when applicable (e.g. \"Listen\" or \"Watch), <\/span><strong>download<\/strong><span style=\"font-weight:normal;\"> (when applicable), <\/span><strong>modify<\/strong><span style=\"font-weight:normal;\">, <\/span><strong>share it <\/strong><span style=\"font-weight:normal;\">with one or more clients, and <\/span><strong>delete<\/strong><span style=\"font-weight:normal;\">.<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_8.42.54am.png\" height=\"636\" width=\"722\" class=\"center\" alt=\"screenshot_2024-10-14_at_8.42.54am.png\" \/><span style=\"font-weight:normal;\">\n<\/span><\/div><h2>How to Edit a File in Your Library<\/h2>\n<p>It's from here that you can click the edit icon ( <span class=\"icon-edit omega\">&nbsp;<\/span>) to change the Title and Description.&nbsp; If the file is a \nURL to an externally hosted file (or embeddable media), you can update that link as well.<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_8.45.28am.png\" height=\"517\" width=\"537\" class=\"center\" alt=\"screenshot_2024-10-14_at_8.45.28am.png\" \/><\/div>\n<div>CoachAccountable does its best to generate a suitable thumbnail for all files, or assign a default based on file type whenever that is not possible.&nbsp; Even so, you can opt to manually upload whatever image you like to be the file's thumbnail.&nbsp; Do this by clicking the \"Let me manually set the thumbnail image...\" link.<br \/><\/div><br \/><div>The suggested size for the file thumbnail is 400px by 340px. The image will grow and shrink based on your (or your client's) browser.<\/div><p>&nbsp;<\/p>\n<h2>Sharing with Other Coaches<\/h2><p>If you're on a Team Edition account and have permissions to do so, when adding (or modifying) a file \nyou'll see an additional checkbox:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_8.46.19am.png\" height=\"43\" width=\"439\" class=\"center\" alt=\"screenshot_2024-10-14_at_8.46.19am.png\" \/><\/div>\n<p>Sharing a Library File in this manner means that other coaches in your organization will be able to access it, use it in <a href=\"courses\" class=\"toArticle\">Courses<\/a>, and share it with their <a href=\"groups\" class=\"toArticle\">Groups<\/a> and individual clients.<\/p>\n<p>&nbsp;<\/p>\n<p>When you share files with other coaches in this way those coaches will NOT be notified, but rather instead this simply makes the file appear in their Libraries as well.<\/p>\n<p>&nbsp;<\/p>\n<p>In similar fashion, Library Files that are shared by other coaches will appear in your Library.<\/p>\n<p>&nbsp;<\/p>\n<h2>File Organization<\/h2><div>Library Files can be organized into Folders.&nbsp; <a href=\"general\/basics\/folders\" class=\"toArticle\">Learn more about managing folders in CoachAccountable.<\/a><\/div><br \/><div>Click the sort button to sort by date added as an alternative to name.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_8.51.41am.png\" height=\"124\" width=\"348\" class=\"center\" alt=\"screenshot_2024-10-14_at_8.51.41am.png\" \/><\/div><div><strong>Tip:<\/strong> Sorting by the same criteria a second time reverses the order (e.g. when sorting by date added, the ordering will go from newest first to oldest first).<br \/><\/div><div>\n<br \/><div>To quickly find files, simply type into the search bar.&nbsp; Items will be instantly filtered by matching against title, filename or URL.<\/div><br \/><div>\n<strong>Tip:<\/strong> To quickly find all files of a given type, type a period and the extension of the files you seek (e.g. \".pdf\" or \".doc\").<br \/><\/div><br \/><\/div><div>If you're using CoachAccountable's&nbsp;<a href=\"teamEdition\" class=\"toArticle\">Team Edition<\/a>, clicking <em>View<\/em>&nbsp;lets you filter by ownership\/sharing status:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_8.50.23am.png\" height=\"167\" width=\"338\" class=\"center\" alt=\"screenshot_2024-10-14_at_8.50.23am.png\" \/><b>\n<\/b><\/div><div><ul><li><strong>My Library<\/strong> means files that you yourself own<\/li><li><strong>My Shared<\/strong> means files that you own AND have shared with the rest of the team<\/li><li><strong>Team Shared<\/strong> means files that have been shared by OTHER members of the team<\/li><\/ul>\n<\/div><div><br \/>\n<\/div>","inAppPage":"library::Files","searchTermSet":["Library Files","How do I delete a file folder?","What's the best way to organize files?","Where do I add documents and resources to the system?","Can I create my own file library in the system?","Do ya'll have a feature like Dropbox or Google Drive?","How do I rename a file folder?","Where do I add files?","How do I add files to the library?","File","Files","Library File","How do I change the thumbnail image on a file?","Can I change the thumbnail image on a file?","Thumbnail","Attach File to email","How do I email a file?","Upload files","Share Folder","Delete a file"],"reducedSearchTermSet":["librari file","_0 delet file folder","what' best wai organ file","_0 add document and resourc system","can creat own file librari in system","ya'll have featur like dropbox or googl drive","_0 renam file folder","_0 add file","_0 add file librari","file","file","librari file","_0 chang thumbnail imag on file","can chang thumbnail imag on file","thumbnail","attach file email","_0 email file","upload file","share folder","delet file"],"relatedTopicSet":[""],"ID":"218","ParentID":"89"},"settings\/coachProfile":{"slug":"coachProfile","slugPath":"settings\/coachProfile","name":"Coach Profile","article":"<div>Your Coach Profile business profile on CoachAccountable. This is just for your clients to see. You can find this by going to <em>Settings &gt;&gt; My Style &gt;&gt; Coach Profile<\/em>.<\/div><div>\n<br \/>Make it easy for your clients to find your contact information and peruse the particulars of your practice. Your specialty, credentials, and bio make it easy for your clients to familiarize themselves with what you have to offer.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-08-25_at_10.55.24am.png\" height=\"939\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-08-25_at_10.55.24am.png\" \/><\/div>","inAppPage":"profile","searchTermSet":["Coach Profile","Where would I fill in my business information?","Can I enter in my website and bio anywhere?","How can I show clients information about my practice?","Where can my clients find information about my business, such as my credentials, specialty, and biography?","How can I control what parts of my profile are shown to clients?","How can I hide my phone number from clients?","How can I hide my email from clients?","How can I prevent clients from seeing my personal information, such as address and home phone?","How can I set or change my coach profile picture?","How can I set or change my profile image?","Coach profile","Where is the coach profile?","Personal Bio","Where do I change the email from name?"],"reducedSearchTermSet":["coach profil","would fill in busin inform","can enter in websit and bio anywher","_0 show client inform about practic","_1s find inform about busin such a credenti specialti and biographi","_0 control what part profil ar shown client","_0 hide phone number from client","_0 hide email from client","_0 prevent client from see person inform such a addr and home phone","_0 set or chang coach profil pictur","_0 set or chang profil imag","coach profil","coach profil","person bio","_0 chang email from name"],"relatedTopicSet":[""],"ID":"219","ParentID":"212"},"teamEdition\/clientListing":{"slug":"clientListing","slugPath":"teamEdition\/clientListing","name":"Team Client Listing","article":"<div>This page is similar in structure to the individual&nbsp;<a href=\"clients\" class=\"toArticle\">client listing<\/a>, with the main difference being that it displays the client roster of the entire team. You can search and sort for clients, as well as&nbsp;<a href=\"messaging\" class=\"toArticle\">message<\/a>&nbsp;and&nbsp;<a href=\"clients\/adding\" class=\"toArticle\">add new clients<\/a>.<\/div><br \/><div>You're also able to&nbsp;<a href=\"teamEdition\/pairing\" class=\"toArticle\">update a client's pairing here<\/a>, manage the client (<a href=\"clients\/deactivating\" class=\"toArticle\">deactivate<\/a>,&nbsp;<a href=\"clients\/deleting\" class=\"toArticle\">delete<\/a>, or&nbsp;<a href=\"clients\/updating\" class=\"toArticle\">update a client's details<\/a>), or&nbsp;<a href=\"clients\/exporting\" class=\"toArticle\">export client records<\/a>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_12.01.35pm.png\" height=\"606\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-06_at_12.01.35pm.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/teamclientlist1.png\" class=\"center\" alt=\"teamclientlist1.png\" width=\"0\" height=\"0\" \/>Going to the&nbsp;<em>Inactive<\/em>&nbsp;tab will show the team's deactivated clients.<\/div><br \/><br \/><div><br \/><br \/><br \/><\/div><br \/>","inAppPage":"","searchTermSet":["Team Client Listing","Where can I see my entire team's clients?","How can I view clients across my entire organization?","Where can I get a full team roster?","How do I see all of my team's clients?"],"reducedSearchTermSet":["team client list","_0 see entir team' client","_0 view client acro entir organ","_0 get full team roster","_0 see all team' client"],"relatedTopicSet":[""],"ID":"222","ParentID":"11"},"teamEdition\/appointments":{"slug":"appointments","slugPath":"teamEdition\/appointments","name":"Team Appointments","article":"<div>This page shows all upcoming and past appointments across your entire organization. Here you'll be able to filter by coach and client. Click <em>+Appointment<\/em>&nbsp;to&nbsp;<a href=\"teamEdition\/appointments\/scheduling\" class=\"toArticle\">create a new appointment<\/a>.<\/div><br \/><div>Click the gear icon on the right-hand side of any appointment to modify or cancel that appointment.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_12.03.48pm.png\" height=\"293\" width=\"999\" class=\"center\" alt=\"screenshot_2024-05-06_at_12.03.48pm.png\" \/><\/div><div>The&nbsp;<em>Past<\/em>&nbsp;tab displays appointments that have already happened. You can filter by non-canceled or canceled past appointments, by coach or client, and by date range. Clicking <em>Go<\/em>&nbsp;refreshes the report.<\/div><br \/><div>For past appointments less than 10 days old, you can click the cancel button next to it to mark it canceled if the appointment wasn't actually held.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_12.04.24pm.png\" height=\"426\" width=\"935\" class=\"center\" alt=\"screenshot_2024-05-06_at_12.04.24pm.png\" \/><\/div><div>Note that you can download the report to CSV through the button at the bottom.<\/div>","inAppPage":"","searchTermSet":["Team Appointments","Where can I see appointments for my entire team?","How do I view meetings happening for my entire organization?","Can I get a list of all the appointments scheduled for every coach?","How do I view team appointments?","How do I view meetings happening for all coaches at once?"],"reducedSearchTermSet":["team appoint","_0 see appoint entir team","_0 view meet happen entir organ","can get list all appoint schedul everi coach","_0 view team appoint","_0 view meet happen all coach at onc"],"relatedTopicSet":["appointments"],"ID":"223","ParentID":"11"},"teamEdition\/messageTemplates":{"slug":"messageTemplates","slugPath":"teamEdition\/messageTemplates","name":"Team Message Templates","article":"<div>CoachAccountable sends various notification and reminder emails to your clients. You can customize these emails by choosing the email type from the drop down menu below. You can modify the standard content or start from scratch, just make sure that each email includes the necessary Magic Tags.<\/div><br \/><div><div>You can modify the master Team templates that will be inherited by your coaches when you first set them up, as well as templates specific to any particular coach.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-26_at_3.48.10_pm.png\" height=\"653\" width=\"992\" class=\"center\" alt=\"screen_shot_2021-10-26_at_3.48.10_pm.png\" \/><\/div><br \/><div><p dir=\"ltr\"><span style=\"background-color:transparent;\"><font color=\"#444444\">If there are changes needed to templates after coaches have been added to the system- choose Modify Email Templates for Newly Added Coaches, make your changes and then click Set for all coaches.<\/font><\/span><\/p>\n<p dir=\"ltr\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-10-26_at_3.49.10_pm.png\" height=\"653\" width=\"992\" class=\"center\" alt=\"screen_shot_2021-10-26_at_3.49.10_pm.png\" \/><\/p>\n<\/div><div>Coaches have the ability to further customize these templates themselves.<\/div><\/div><br \/><div>Choose whether to modify message templates for a specific coach, or for newly added coaches. To test a message, click <em>Send to Myself. <\/em>Clicking <em>Reset to Default<\/em>&nbsp;reverts the message back to its system default. Click <em>Save<\/em>&nbsp;when finished.<\/div>","inAppPage":"teamStyle::System Message Templates","searchTermSet":["Team Message Templates","Can I change the message templates for my entire team?","How do I edit the default emails that get sent out for new coaches?","Can I create custom message templates for my organization?"],"reducedSearchTermSet":["team messag templat","can chang messag templat entir team","_0 edit default email that get sent out new coach","can creat custom messag templat organ"],"relatedTopicSet":[""],"ID":"224","ParentID":"11"},"clientInvoicing\/reports":{"slug":"reports","slugPath":"clientInvoicing\/reports","name":"Client Invoicing Reports","article":"<div>CoachAccountable includes reports to help you keep track of and organize client invoicing.<\/div><br \/><div>Each report has a Totals row towards the bottom. Clicking a column heading will sort that column's data by ascending or descending order. Additionally, all reports can be downloaded to CSV by clicking <em>Download as CSV<\/em>&nbsp;in the bottom left corner. You can use that CSV in your accounting system of choice.<\/div><br \/><div>Head over to your Business Center &gt;&gt; Invoicing to access the reports available:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-18_at_10.16.58am.png\" height=\"886\" width=\"338\" class=\"center\" alt=\"screenshot_2024-04-18_at_10.16.58am.png\" \/><\/div><br \/><div><a href=\"clientInvoicing\/reports\/accounts\" class=\"toArticle\">Totals by Account<\/a><br \/><\/div><div><a href=\"clientInvoicing\/reports\/payments\" class=\"toArticle\">Payments<\/a><br \/><\/div><div><a href=\"clientInvoicing\/reports\/lineItems\" class=\"toArticle\">Line Items<\/a><br \/><\/div><br \/><br \/>","inAppPage":"","searchTermSet":["Client Invoicing Reports","Where can I look at client invoicing reports?","How can I view client billing reports?","Do you integrate with any accounting software?","Can I download summaries of client invoices to Excel or CSV?","How can I get my information into Quickbooks, Freshbooks, or other accounting software?","Receipts sales","Accounting"],"reducedSearchTermSet":["client invoic report","_0 look at client invoic report","_0 view client bill report","you integr with ani account softwar","can download summari client invoic excel or csv","_0 get inform into quickbook freshbook or other account softwar","receipt sale","account"],"relatedTopicSet":[""],"ID":"225","ParentID":"97"},"clientInvoicing\/reports\/accounts":{"slug":"accounts","slugPath":"clientInvoicing\/reports\/accounts","name":"Totals By Accounts","article":"<div>This report sums up each client's invoices by number of invoices, total billed, total paid, and outstanding. Each row represents the invoices of a single client or&nbsp;<a href=\"companies\" class=\"toArticle\">Company<\/a>.<\/div><br \/><div>You can filter by date and choose whether to include inactive clients. Leaving the date range blank will pull invoice data from the entire time span.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-18_at_10.18.13am.png\" height=\"578\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-04-18_at_10.18.13am.png\" \/>If on Team Edition, you can filter by your clients or the clients of other coaches in your organization.&nbsp;<\/div><div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-18_at_10.19.20am.png\" height=\"269\" width=\"983\" class=\"center\" alt=\"screenshot_2024-04-18_at_10.19.20am.png\" \/><\/div><br \/><div>Clicking&nbsp;<em>Load<\/em>&nbsp;refreshes the report.<\/div><div><br \/><\/div><div>To download to CSV, click the&nbsp;<em>Download as CSV&nbsp;<\/em>button at the bottom left of the report.<\/div><\/div>","inAppPage":"","searchTermSet":["Totals By Accounts","How can I view invoice totals?","How can I see the total number of invoices billed for a specific client?","How can I access total paid amounts?","Where can I see all my outstanding invoices?"],"reducedSearchTermSet":["total by account","_0 view invoic total","_0 see total number invoic bill specif client","_0 acc total paid amount","_0 see all outstand invoic"],"relatedTopicSet":[""],"ID":"226","ParentID":"225"},"clientInvoicing\/reports\/payments":{"slug":"payments","slugPath":"clientInvoicing\/reports\/payments","name":"Payments","article":"<div>This report displays each client's invoice payments by invoice number, date of payment, amount paid, method of payment, and check number. Each row represents an individual invoice payment.<\/div><br \/><div>You can filter by date. Leaving the date range blank will pull invoice data from the entire time span.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-18_at_10.22.20am.png\" height=\"478\" width=\"888\" class=\"center\" alt=\"screenshot_2024-04-18_at_10.22.20am.png\" \/><\/div><div>You have some pretty nice filters to decide what should be included in this report.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-18_at_10.23.26am.png\" height=\"364\" width=\"881\" class=\"center\" alt=\"screenshot_2024-04-18_at_10.23.26am.png\" \/><\/div><div>If on Team Edition, you can include the Coach's name on the report or filter the report by your clients or the clients of other coaches in your organization.&nbsp;<\/div><br \/><div>Clicking&nbsp;<em>Load<\/em>&nbsp;refreshes the report.<br \/><\/div><br \/><div>To download to CSV, click the&nbsp;<em>Download as CSV&nbsp;<\/em>button at the bottom left of the report.<\/div><div>\n<br \/><\/div>","inAppPage":"","searchTermSet":["Payments","How do I view all the payments that have been made by clients?","How can I see the check numbers of invoices paid by clients?","How do I see when clients have actually paid?","Where do I see total paid by clients?"],"reducedSearchTermSet":["payment","_0 view all payment that have been made by client","_0 see check number invoic paid by client","_0 see client have actual paid","_0 see total paid by client"],"relatedTopicSet":[""],"ID":"227","ParentID":"225"},"clientInvoicing\/reports\/lineItems":{"slug":"lineItems","slugPath":"clientInvoicing\/reports\/lineItems","name":"Invoice Line Items","article":"<div>This report displays all the line items used in client invoices. For each line item, the report shows the total monetary value and how many times that line item appeared in invoices. Each row represents a discrete line item.&nbsp;<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-06-04_at_7.27.33AM.png\" height=\"562\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-06-04_at_7.27.33AM.png\" \/><\/div><br \/><div>You can filter by date. Leaving the date range blank will pull invoice data from the entire time span. If you are on Team Edition, you can filter by your clients or the clients of other coaches in your organization.&nbsp;&nbsp;<\/div><div><br \/><\/div><div>You can also click the gear icon to customize your report further to include unpaid invoices, Client names, and\/or Coach names (if on Team Edition):<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-06-04_at_7.30.08AM.png\" height=\"315\" width=\"999\" class=\"center\" alt=\"Screenshot_2025-06-04_at_7.30.08AM.png\" \/><\/div><div><br \/><\/div><div>Clicking&nbsp;<em>Load<\/em>&nbsp;refreshes the report.<\/div><br \/><div>To download to CSV, click the&nbsp;<em>Download as CSV&nbsp;<\/em>button in the bottom left of the report.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-06-04_at_7.32.46AM.png\" height=\"720\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-06-04_at_7.32.46AM.png\" \/><\/div>","inAppPage":"","searchTermSet":["Invoice Line Items","Where do I view a summary of invoice line items?","How can I see how many times a specific service appears in client invoices?","Where can I view information regarding itemized invoices?"],"reducedSearchTermSet":["invoic line item","_0 view summari invoic line item","_0 see mani time specif servic appear in client invoic","_0 view inform regard item invoic"],"relatedTopicSet":[""],"ID":"228","ParentID":"225"},"FAQs\/worksheetLinks":{"slug":"worksheetLinks","slugPath":"FAQs\/worksheetLinks","name":"Why are my Worksheet links not working?","article":"<div>When you add at least one-form to a&nbsp;<a href=\"worksheets\" class=\"toArticle\">Worksheet<\/a>, it's now a&nbsp;<a href=\"worksheets\/formBased\" class=\"toArticle\">form-based Worksheet<\/a>&nbsp;instead of a non-form based Worksheet.<\/div><br \/><div>When it's not a form-based Worksheet, clients experience the content of the Worksheet in WYSIWYG mode. &nbsp;It's a place for freely editing. As such everything's geared towards editing the document rather than interacting with the functionality.&nbsp;<\/div><br \/><div>When it's Form-based, the Worksheet content is not editable save for the actual form items, so links are clickable instead of editable.<\/div><br \/><div>So if you'd like links to be clickable without being editable, the Worksheet needs to have at least one form item in it.&nbsp;<\/div><br \/><div>However, this may affect how you've designed your Worksheets, since if you had designed them to be filled out freestyle then adding a form item will prevent clients from doing so (since they'd be restricted to filling out forms). A bit of re-working needs to take place where form elements are added as places for clients to respond.&nbsp;<\/div>","inAppPage":"","searchTermSet":["Why are my Worksheet links not working?","Why don't the links work in a Worksheet?","I can't click the hyperlinks in my notes, why not?","Why can't I access the links in my Worksheet?","Why are my Worksheet links not working?","My client and I can't click on certain things, like links, in a Worksheet. Why?"],"reducedSearchTermSet":["why ar worksheet link not work","why don't link work in worksheet","can't click hyperlink in note why not","why can't acc link in worksheet","why ar worksheet link not work","client and can't click on certain thing like link in worksheet why"],"relatedTopicSet":["worksheets","worksheets\/formBased"],"ID":"229","ParentID":"130"},"groups\/groupItems\/privateMessage":{"slug":"privateMessage","slugPath":"groups\/groupItems\/privateMessage","name":"Private Message","article":"<div>You can send a private message via email to a specific Group member. Click the plus sign next to <em>Group Stream<\/em>, then click <em>+PM<\/em>.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupprivatemessage.png\" height=\"588\" width=\"356\" class=\"center\" alt=\"groupprivatemessage.png\" \/><\/div><div>Select which group member to send the message to, then compose your message.&nbsp;<\/div><div>Click <em>Enable<\/em>&nbsp;<em>formatting<\/em>&nbsp;to bring up the&nbsp;<a href=\"general\/wysiwyg\" class=\"toArticle\">full WYSIWYG editor<\/a>&nbsp;if you'd like more formatting options.<\/div><br \/><div>Note that <strong>private messages are not logged anywhere<\/strong> in CoachAccountable. If you'd like to send a message that's part of the client's record, instead go to that client's page and click the email icon, checking the box for \"Add this message to Stream\" before sending.<\/div><div>&nbsp;&nbsp;<\/div>","inAppPage":"","searchTermSet":["Private Message","How do I send a private message to someone in a Group?","How do chat with a client privately in a Group?","How do I communicate in a Group with a specific person without anyone else seeing?"],"reducedSearchTermSet":["privat messag","_0 send privat messag someon in group","chat with client privat in group","_0 commun in group with specif person without anyon els see"],"relatedTopicSet":[""],"ID":"233","ParentID":"118"},"FAQs\/videoConferencing":{"slug":"videoConferencing","slugPath":"FAQs\/videoConferencing","name":"Does the system integrate with Zoom, MS Teams, or Google Meet?","article":"<div>CoachAccountable has a first class integrating with Zoom, meaning if you connect you Zoom account CA can create Zoom Meetings on your behalf for your CA Appointments.&nbsp;<a href=\"appointments\/zoom\" class=\"toArticle\">Here's how to set that up.<\/a><\/div><br \/><div>If you use another videoconferencing solution like MS Teams or Google Meet, there are a couple of ways of making it easier for you and your clients to incorporate video conferencing into your CoachAccountable workflow:<\/div><br \/><div><h3 style=\"font-weight:700;color:rgb(74,74,74);\">Location and Description<\/h3><div style=\"color:rgb(74,74,74);\">When&nbsp;<a href=\"appointments\/types\" class=\"toArticle\" style=\"text-decoration:underline;\">setting up an appointment type<\/a>, you can put&nbsp;<a href=\"appointments\/types\/locationDescription\" class=\"toArticle\" style=\"text-decoration:underline;\">extra information that will show up on a client's appointments listing<\/a>&nbsp;and -- if a client has their CA appointments feed linked to their external calendar (Google Calendar, etc.) -- the actual event invite. This is a perfect place to put video meeting information. Whenever you or a client schedules an appointment, the information will be right there for easy access.<\/div><div style=\"color:rgb(74,74,74);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-26_at_8.15.24AM.png\" height=\"1188\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-26_at_8.15.24AM.png\" \/><\/div><br \/><\/div><div>If the meeting link isn't static, then you can set the location and description when scheduling the appointment (or modifying):<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-26_at_8.17.58AM.png\" height=\"608\" width=\"952\" class=\"center\" alt=\"Screenshot_2025-09-26_at_8.17.58AM.png\" \/><\/div><br \/><h3>Whiteboards&nbsp; &nbsp;<\/h3><div><a href=\"whiteboards\" class=\"toArticle\">Whiteboards<\/a>&nbsp;are a great place to put video meeting information, especially if you or your team use a persistent meeting link. You could have a Whiteboard dedicated to general information about your program and CoachAccountable that you always want your client to easily refer back to. To create a Whiteboard for a client, click the plus sign next to <em>Whiteboards<\/em>, or click <em>+Whiteboard<\/em>.<\/div><div><br \/><\/div>","inAppPage":"","searchTermSet":["Does the system integrate with Zoom, MS Teams, or Google Meet?","Does the system integrate with Skype, Zoom, or any other video conferencing\/meeting software?","Where can I put my Skype link?","Does CoachAccountable support MS Teams?","Does CoachAccountable support Google Meet?","Does CoachAccountable have a video conferencing feature?"],"reducedSearchTermSet":["do system integr with zoom m team or googl meet","do system integr with skype zoom or ani other video conferencing\/meet softwar","_0 put skype link","do coachaccount support m team","do coachaccount support googl meet","do coachaccount have video conferenc featur"],"relatedTopicSet":["whiteboards","appointments\/types\/locationDescription"],"ID":"234","ParentID":"130"},"FAQs\/tableFormBasedWorksheet":{"slug":"tableFormBasedWorksheet","slugPath":"FAQs\/tableFormBasedWorksheet","name":"How come clients can't fill in a table?","article":"<div>If you find that clients aren't able to fill in a table, you should first check to see if the worksheet is a&nbsp;<a href=\"worksheets\/formBased\" class=\"toArticle\">form-based one<\/a>.<\/div><br \/><div>A Form-based Worksheet contains at least one form item (such as a text area, dropdown menu, checkbox, and so on), which restricts inputs to the form items present in that Worksheet.<br \/><br \/>In other words, clients can't freely write wherever.&nbsp;<\/div><div><br \/><\/div><div>Since a table isn't considered a form item, clients <strong>won't <\/strong>be able to<strong>&nbsp;<\/strong>fill out tables within the worksheet <em>until<\/em> you add inputs into the table where the client needs to input information:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-02_at_12.29.17PM.png\" height=\"1172\" width=\"846\" class=\"center\" alt=\"Screenshot_2025-09-02_at_12.29.17PM.png\" \/><\/div><div><br \/><\/div><div>&nbsp;Usually, simple text input will do, but you may choose a multi-line text area as well.<br \/><\/div><div><br \/><\/div><div>Keep in mind, clients&nbsp;<strong>will be able to<\/strong>&nbsp;type directly into the cells of a table in a WYSIWYG-based (i.e., non-form-based) Worksheet.<\/div>","inAppPage":"","searchTermSet":["How come clients can't fill in a table?","Why can't clients fill out the table in the worksheet I assigned to them?","There's a bug with tables. Why aren't my tables working?","Clients can fill in drop-downs and other forms, but not the boxes. Why?","Why can't my clients can't fill out their Worksheet?","My clients are having trouble filling out a Worksheet, can you take a look?"],"reducedSearchTermSet":["come client can't fill in tabl","why can't client fill out tabl in worksheet assign them","there' bug with tabl why aren't work","client can fill in drop down and other form but not box why","why can't client fill out their worksheet","client ar have troubl fill out worksheet can you take look"],"relatedTopicSet":["worksheets\/formBased"],"ID":"236","ParentID":"130"},"FAQs\/linkMessageTemplates":{"slug":"linkMessageTemplates","slugPath":"FAQs\/linkMessageTemplates","name":"How do I insert hyperlinks in message templates?","article":"<div>There isn't a way to put in actual hyperlinks in your message templates. However, if you put a URL in your email template, the majority of email clients out there will render the URL as a clickable link, meaning most if not all of your clients will see it as a hyperlink within the emails they receive.<\/div><br \/><div><strong>It's important that the URL is complete, as in starting with http:\/\/ or https:\/\/<\/strong>&nbsp;<br \/><\/div><br \/><div>You can enter hyperlinks in regular messages (those not from templates) by clicking \"Enable Formatting\" toward the lower right of the message compose screen.<\/div><br \/>","inAppPage":"","searchTermSet":["How do I insert hyperlinks in message templates?","How do I insert links in my email templates?","How do I place hyperlinks in default message templates?"],"reducedSearchTermSet":["_0 insert hyperlink in messag templat","_0 insert link in email templat","_0 place hyperlink in default messag templat"],"relatedTopicSet":[""],"ID":"237","ParentID":"130"},"FAQs\/changingClientEmail":{"slug":"changingClientEmail","slugPath":"FAQs\/changingClientEmail","name":"Why can't I change my client's email address?","article":"<div>You can't change your client's email address, yet you are the one who set them up originally. So what gives?&nbsp;<\/div><br \/><div>For security purposes you're not able to change a client's email address <strong>once they have registered their account. <\/strong>(Before the account is registered, i.e. before the client has accepted your invitation and created a username and password, you CAN change the client's email address - say if there's a type-o, etc.)<\/div><br \/><div>The reason you can't change it after that?\nIf you could, a coach could easily log in as any of his\/her clients using the login helper, which would obliterate any expectation of privacy that your clients should expect (things like private comments and private Journal Entries truly are kept secure for their eyes only).&nbsp;<\/div><br \/><div>Thus, only the client is able to update their email address, which they can do by logging in and visiting their own \"My Account\" page.<\/div>","inAppPage":"","searchTermSet":["Why can't I change my client's email address?","Why can't I change my client's email address?","How do I update someone's email?"],"reducedSearchTermSet":["why can't chang clients' email addr","why can't chang clients' email addr","_0 updat someone' email"],"relatedTopicSet":[""],"ID":"238","ParentID":"130"},"teamEdition\/messaging":{"slug":"messaging","slugPath":"teamEdition\/messaging","name":"Messaging Some or All Coaches","article":"<div>To message some or all of your coaches, go to the Team Admin page. Go to the Team Members tab, and click the envelope icon:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_12.12.51pm.png\" height=\"543\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-27_at_12.12.51pm.png\" \/><\/div><div>You can choose to message all or some of your coaches. To create a message using the full WYSIWYG, click&nbsp;<em>Enable formatting<\/em>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_12.14.11pm.png\" height=\"693\" width=\"685\" class=\"center\" alt=\"screenshot_2024-05-27_at_12.14.11pm.png\" \/><\/div><div>Note the Magic Tags available to use at the bottom. the loginLink is a handy way to help coaches who have trouble logging in by inserting a one-click login link for coaches to use.&nbsp;<\/div><br \/><div>If you want a copy of the message you're sending, click the box for 'CC me'.<\/div>","inAppPage":"","searchTermSet":["Messaging Some or All Coaches","How do I message some or all my team's coaches?","How do I send team-wide announcements, bulletins, or newsletters?","How do I contact multiple coaches at once?","What's the best way to communicate with my coaches?","Can I email my entire team of coaches?"],"reducedSearchTermSet":["messag some or all coach","_0 messag some or all team' coach","_0 send team wide announc bulletin or newslett","_0 contact multipl coach at onc","what' best wai commun with coach","can email entir team coach"],"relatedTopicSet":["clients\/messaging"],"ID":"239","ParentID":"11"},"groups\/exporting":{"slug":"exporting","slugPath":"groups\/exporting","name":"Export Group Record","article":"<div>Download a printer-friendly HTML record of a Group's activity by clicking on the download button for a particular Group while on the <em>Groups<\/em>&nbsp;tab in your dashboard.<br \/>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_4.31.12pm.png\" height=\"376\" width=\"999\" class=\"center\" alt=\"screenshot_2024-05-13_at_4.31.12pm.png\" \/><\/div><div>Select your date range, or leave blank to download the entire history. Then, choose which items to include, and in what order (chronological or most recent).&nbsp;<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_4.32.40pm.png\" height=\"576\" width=\"779\" class=\"center\" alt=\"screenshot_2024-05-13_at_4.32.40pm.png\" \/><\/div><div>Add a message if you'd like, then click the download button. The output is a lightweight HTML file, which can be shared or printed easily.<\/div>","inAppPage":"","searchTermSet":["Export Group Record","How can I export a Group's data?","How can I give my group a summary of our coaching relationship?","Can I send group members a report of all their data?","Can I print out a record of all group activity?","How can I show my group everything they've ever done in CoachAccountable?","How do I create group case studies?"],"reducedSearchTermSet":["export group record","_0 export group' datum","_0 give group summari our coach relationship","can send group member report all their datum","can print out record all group activ","_0 show group everyth they'v ever done in coachaccount","_0 creat group case studi"],"relatedTopicSet":["clients\/exporting"],"ID":"240","ParentID":"113"},"reports\/appointments\/history":{"slug":"history","slugPath":"reports\/appointments\/history","name":"Appointments - Client History","article":"<div>The Appointment History report summarizes your past appointments by date, time, client, appointment type, and length.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-18_at_10.04.22am.png\" height=\"517\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-04-18_at_10.04.22am.png\" \/><\/div><div><div>You can filter by 'All', 'Canceled', or 'Non-canceled' appointments, by active or inactive client, and by date range:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-18_at_10.04.52am.png\" height=\"207\" width=\"999\" class=\"center\" alt=\"screenshot_2024-04-18_at_10.04.52am.png\" \/><\/div><br \/><\/div><div>If you're on Team Edition, you can also filter by coach, and you'll see an additional column for the coach.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-18_at_10.05.27am.png\" height=\"205\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-04-18_at_10.05.27am.png\" \/><\/div><br \/><div>After setting your filters, click <em>Load<\/em>.Download this report to CSV by clicking the button towards the bottom.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_7.32.40am.png\" height=\"762\" width=\"989\" class=\"center\" alt=\"screenshot_2024-05-01_at_7.32.40am.png\" \/><\/div><br \/><h3>Canceling From the Report<\/h3><p>For appointments that were scheduled but didn't happen, clicking the <em>cancel<\/em>&nbsp;button retroactively marks it as canceled for your records.&nbsp;<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_7.33.55am.png\" height=\"252\" width=\"955\" class=\"center\" alt=\"screenshot_2024-05-01_at_7.33.55am.png\" \/>\n<p><em>This can be done as far back as 7 days from the date of that appointment.&nbsp;<\/em><\/p>\n<p><br \/><\/p>\n<p>You can also uncancel an appointment directly from the report.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_7.34.23am.png\" height=\"148\" width=\"957\" class=\"center\" alt=\"screenshot_2024-05-01_at_7.34.23am.png\" \/>","inAppPage":"","searchTermSet":["Appointments - Client History","How do I see a record of past appointments?","How do I view all the appointments that have ever happened?","How do I show the appointments that have been canceled?","How can I look at my entire team's appointments?","Where can I check out a comprehensive history of all my coaching meetings?"],"reducedSearchTermSet":["appoint client histori","_0 see record past appoint","_0 view all appoint that have ever happen","_0 show appoint that have been cancel","_0 look at entir team' appoint","_0 check out comprehens histori all coach meet"],"relatedTopicSet":["reports\/appointments\/stats","appointments","reports\/appointments\/coachingHoursLog"],"ID":"243","ParentID":"242"},"reports\/appointments\/stats":{"slug":"stats","slugPath":"reports\/appointments\/stats","name":"Appointments - Stats","article":"<div>This report shows all the&nbsp;<a href=\"appointments\" class=\"toArticle\">Appointments<\/a>&nbsp;that have occurred, been canceled, and are upcoming across a selected date range. You can choose to include inactive clients. After making your selections, click <em>Load<\/em>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_7.28.43am.png\" height=\"689\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-01_at_7.28.43am.png\" \/><\/div><div><div>For Team Edition accounts, you'll have an additional selection to be able to see the Appointment statistics for a particular coach.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_7.29.25am.png\" height=\"243\" width=\"811\" class=\"center\" alt=\"screenshot_2024-05-01_at_7.29.25am.png\" \/><\/div><div><\/div><br \/><\/div><div>Click the <em>Download as CSV<\/em>&nbsp;button towards the bottom to download the report to CSV.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_7.30.15am.png\" height=\"554\" width=\"765\" class=\"center\" alt=\"screenshot_2024-05-01_at_7.30.15am.png\" \/><\/div><br \/>","inAppPage":"","searchTermSet":["Appointments - Stats","How can I see all the appointments that have happened?","Where can I look at the total number of upcoming appointments?","How do I analyze the number of appointments that have been canceled?","Where do I go to sum up all the sessions that have occurred?"],"reducedSearchTermSet":["appoint stat","_0 see all appoint that have happen","_0 look at total number upcom appoint","_0 analyz number appoint that have been cancel","_0 go sum up all session that have occur"],"relatedTopicSet":["reports\/appointments\/history"],"ID":"244","ParentID":"242"},"reports\/dataLab\/singleField":{"slug":"singleField","slugPath":"reports\/dataLab\/singleField","name":"Single Field","article":"<div>We think it's worth it to quantify what progress means for your clients. This is why we heavily encourage the&nbsp;<a href=\"metrics\" class=\"toArticle\">use of Metrics<\/a>.&nbsp;<\/div><br \/><div>The Data Lab - Single Field report lets you take the data you've collected in the form of metrics and form inputs, and sculpt it into something meaningful. Find this report in <em>Reports &gt;&gt; Data Lab &gt;&gt; Single Field.<\/em><\/div><br \/><div><h2>Available Data Fields<\/h2>First, click on the dropdown field next to Load. There you'll see all available data fields to run a single field report on.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-06_at_5.46.52pm.png\" height=\"532\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-04-06_at_5.46.52pm.png\" \/><\/div><div>These fields come from:&nbsp;<br \/><\/div><div><ul><li><a href=\"metrics\" class=\"toArticle\">Metric<\/a>&nbsp;data<\/li><li>Form-based fields (from either&nbsp;<a href=\"worksheets\/formBased\" class=\"toArticle\">Worksheets<\/a>&nbsp;or&nbsp;<a href=\"sessionNotes\/templates\" class=\"toArticle\">Session Notes<\/a>)<\/li><\/ul>\n<\/div><div>Note that <strong>only fields with 2 or more recorded data points<\/strong> will show in the dropdown. Otherwise, the report would be quite empty! This means that, for example, newly created fields in a brand-new Worksheet Template won't show in this dropdown.<\/div><br \/><div>The number next to the field name tells how many data points are available. In the example pictured above, we have 11 data points available for our field named \"activities\", 22 data points for \"averageFeelings\", and so on.<\/div><br \/><h2>Other Report Criteria<\/h2><p>Next, select the <strong>date range<\/strong>. Leave the first date blank to include all activity.&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>Choose <strong>which clients to include.<\/strong> You can include:<\/p>\n<ul><li>All clients<\/li><li>One specific client<\/li><li>For&nbsp;<a href=\"teamEdition\" class=\"toArticle\">Team Edition<\/a>&nbsp;accounts, only clients&nbsp;<a href=\"teamEdition\/pairing\" class=\"toArticle\">paired with<\/a>&nbsp;a particular coach<\/li><li>Only clients from a specific&nbsp;<a href=\"groups\" class=\"toArticle\">Group<\/a><\/li><li>Only clients from a specific&nbsp;<a href=\"companies\" class=\"toArticle\">Company<\/a><\/li><\/ul>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-06_at_5.48.49pm.png\" height=\"642\" width=\"967\" class=\"center\" alt=\"screenshot_2024-04-06_at_5.48.49pm.png\" \/><\/div><div><br \/>\n<p>Next, click on the <strong>gear icon<\/strong>&nbsp;for further customization.&nbsp;<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-06_at_5.49.36pm.png\" height=\"500\" width=\"965\" class=\"center\" alt=\"screenshot_2024-04-06_at_5.49.36pm.png\" \/><\/div>\n<p>Here you'll determine whether to include <strong>numbers, text<\/strong>, or both.&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>Including text data is useful for gathering the full context of a Metric by including both its number and any comments, or for running a report on a text-based answer, such as one asking for suggestions for improvement for your coaching program.<\/p>\n<p>&nbsp;<\/p>\n<p>Choose to include <strong>inactive clients<\/strong> if you like for a more full data set.<\/p>\n<p>&nbsp;<\/p>\n<p>For Team Edition accounts, you can choose to include the <strong>primary coach's name<\/strong>&nbsp;as a field on the report as well.<\/p>\n<br \/><div>You can <strong>aggregate data<\/strong> by days, weeks, or months. Which bucket you choose depends on how deep you want to look into your data. Consider this example, where we're looking at clients' Weight metrics. Weight is being bucketed by day:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/weightdaycompressed-datalab.png\" class=\"center unrounded\" alt=\"weightdaycompressed-datalab.png\" width=\"486\" height=\"102\" \/><\/div><br \/><div>And now this example, where Weight is being bucketed by month:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/weightmonthcompressed-datalab.png\" class=\"center unrounded\" alt=\"weightmonthcompressed-datalab.png\" width=\"486\" height=\"102\" \/><\/div><br \/><div>The first example allows for a deeper look at how weight changed. The second example, which shows only the data at the first of the month, could be more useful in summarizing longer periods of time, where you don't need to look at every single data point and only need to see a general trend.<\/div><br \/><div><strong>Display<\/strong> by absolute days or relative days. Displaying by absolute days will list your data by calendar dates. Relative days, on the other hand, can help you see how a data set changes over time in relation to when someone started working with you, for example.<\/div><br \/><div>Consider this example, where Mikayla and Patrick started measuring the same thing, but Patrick started one day after. Here's how it looks when reporting by absolute days (notice the calendar dates above the data points):<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_2.22.24_pm.png\" class=\"center\" alt=\"screen_shot_2021-11-01_at_2.22.24_pm.png\" width=\"783\" height=\"162\" \/><\/div><br \/><div>And the same report run by relative days.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_2.22.57_pm.png\" class=\"center\" alt=\"screen_shot_2021-11-01_at_2.22.57_pm.png\" width=\"783\" height=\"162\" \/><\/div><div>After making all your selections, click Load and you'll have your single field report.<\/div><br \/><div>You can <strong>download the report to CSV<\/strong>, allowing for further analysis and customization with whatever spreadsheet or data processing software you prefer.<\/div><br \/><\/div>","inAppPage":"","searchTermSet":["Single Field","How do I aggregate and analyze all my Metric and form input data?","What are the best reports in CoachAccountable?","How do I see all my metrics across all clients at the same time?","How do I summarize all my data?","How do I see Metric information across all my clients?","How can I run a custom report?","Does CoachAccountable have custom reporting?","Can I run a CSV report of my custom questions?","How can I get a report of Worksheet answers?","How can I get a report of Session Note answers?"],"reducedSearchTermSet":["singl field","_0 aggreg and analyz all metric form input datum","what ar best report in coachaccount","_0 see all metric acro client at same time","_0 summar all datum","_0 see metric inform acro all client","_0 run custom report","do coachaccount have custom report","can run csv report custom question","_0 get report worksheet answer","_0 get report session note answer"],"relatedTopicSet":["metrics"],"ID":"246","ParentID":"245"},"branding\/colorScheme":{"slug":"colorScheme","slugPath":"branding\/colorScheme","name":"Color Scheme","article":"<div>Here you'll be able to change the colors that appear in the system.&nbsp;<\/div><div><div class=\"embedMedia videowrapper\"><br \/><\/div><\/div><h2>Primary vs. Highlight Color<\/h2><div>Changing your <strong>primary color<\/strong>&nbsp;affects your App Frame Style, certain links, and buttons.<\/div><br \/><div>Changing the <strong>highlight color<\/strong> affects certain form elements, shading, and the button hover color.&nbsp;<\/div><br \/><div>Click on either color to change it:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_12.32.31PM.png\" height=\"521\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-10-01_at_12.32.31PM.png\" \/><\/div><br \/><h2>App Frame Style:<\/h2><div>You have the option to adjust your App Frame Style, affecting how the top and the far left side menu panel look.<\/div><div><br \/><\/div><div>Here's Original:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_12.36.11PM.png\" height=\"430\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-10-01_at_12.36.11PM.png\" \/><\/div><div><br \/><\/div><div>Bold:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_12.36.46PM.png\" height=\"431\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-10-01_at_12.36.46PM.png\" \/><\/div><div><br \/><\/div><div>Satin:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_12.37.30PM.png\" height=\"427\" width=\"999\" class=\"center\" alt=\"Screenshot_2025-10-01_at_12.37.30PM.png\" \/><\/div><div><br \/><\/div><div>And finally, Satin Light:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_12.38.21PM.png\" height=\"428\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-10-01_at_12.38.21PM.png\" \/><\/div><div><br \/><\/div><div>\n<div><h2>Color Suggestions<\/h2><h3><span style=\"font-size:15px;font-weight:normal;\">We suggest avoiding gray or really light colors as either your primary OR highlight color.&nbsp;<br \/><\/span><\/h3><br \/><div>For inspiration, try any of the suggested color schemes. The left-most suggested scheme is the default.&nbsp;<br \/><\/div><br \/><div><h2>Custom HTML Colors<\/h2><div>If you already have a color code you use in your company's branding, you can type in the hex code. Just click on either the Primary or Highlight color box, and type your code in the lower right.<\/div><\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_12.44.11PM.png\" height=\"391\" width=\"549\" class=\"center\" alt=\"Screenshot_2025-10-01_at_12.44.11PM.png\" \/><\/div><\/div>","inAppPage":"branding::Color Scheme","searchTermSet":["Color Scheme","How do I change the system colors?","Can I select custom colors for the system?","How do I set my brand's color?","What's the primary vs. highlight color? ","I can't see my icons. Why?","How do I change the icon color?","Can I use my color's hex code?","What is bright top bar?"],"reducedSearchTermSet":["color scheme","_0 chang system color","can select custom color system","_0 set brand' color","what' primari v highlight color","can't see icon why","_0 chang icon color","can us color' hex code","what bright top bar"],"relatedTopicSet":[""],"ID":"248","ParentID":"249"},"branding\/logoAndIcons":{"slug":"logoAndIcons","slugPath":"branding\/logoAndIcons","name":"Logo and Icons","article":"<div>Click any logo or icon to change it:&nbsp;<\/div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_1.24.53PM.png\" height=\"1200\" width=\"780\" class=\"center\" alt=\"Screenshot_2025-10-01_at_1.24.53PM.png\" \/><div>If a logo or icon doesn't look right when you upload it, try adjusting the size to fit the suggested pixels.<\/div><div><br \/><h2>Top Bar Logo - For Light Backgrounds<\/h2><div><div>This will be matted on a lighter version of your primary color, so we do recommend your logo be on a transparent background in a higher resolution of 308 x 100 pixels.<\/div><div><br \/><\/div><div>This logo is also used in the \"Bright\" Email Template.<\/div><div><br \/><\/div><div><span style=\"font-size:20px;font-weight:700;\">Top Bar Logo - For Dark Backgrounds<\/span><\/div><\/div><div><div><div>This will be matted on your <em>primary<\/em> color (or nearly black when using&nbsp;<a href=\"branding\/darkMode\" class=\"toArticle\">Dark Mode<\/a>), so you'll want your logo to be white with a transparent background at a higher resolution of 308 x 100 pixels.<\/div><div><br \/><\/div><div>If you need help turning your regular logo into a white logo, check out this <a href=\"https:\/\/blog.coachaccountable.com\/2018\/02\/beautiful-branding-how-to-make-a-white-logo\/\" target=\"_blank\">guide<\/a>.<\/div><div><br \/><\/div><\/div><\/div><div><h2>Regular Logo<\/h2><\/div><div>This will be matted on white and is used for your custom login page and in email templates. To make sure it looks great on all devices, you'll want to upload a higher resolution logo of 252 x 156 pixels.<\/div><div><br \/><\/div><div>\n<h2>App Icon<\/h2><\/div><div>This serves as your favicon on your browser tab and the icon when you do the 'add to homescreen' on a mobile device.&nbsp; You'll want this to be perfectly square and at least 270 x 270 pixels in size.&nbsp;&nbsp;<\/div><br \/><\/div>","inAppPage":"branding::Logo and Icons","searchTermSet":["Logo and Icons","How do I upload my own logos?","How do I change the app icon when saving coachaccountable.com to my homescreen?","How do I set my app tile?","What are the image sizes for logos?","What's the best image resolution for my branding?","Where do I change my logo?","Logo"],"reducedSearchTermSet":["logo and icon","_0 upload own logo","_0 chang app icon save coachaccount com homescreen","_0 set app tile","what ar imag size logo","what' best imag resolut brand","_0 chang logo","logo"],"relatedTopicSet":[""],"ID":"250","ParentID":"249"},"branding\/emailTemplate":{"slug":"emailTemplate","slugPath":"branding\/emailTemplate","name":"Email Template","article":"<div>You can customize the header and footer text, background color, and the template of emails CA sends out.&nbsp;<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_1.33.41PM.png\" height=\"927\" width=\"982\" class=\"center\" alt=\"Screenshot_2025-10-01_at_1.33.41PM.png\" \/><\/div><div><br \/><\/div><div>Clicking <em>Load suggested<\/em>&nbsp;lets the system choose the color for you&nbsp;<a href=\"branding\/colorScheme\" class=\"toArticle\">based on your current color scheme<\/a>. The logo is customized through the&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/branding\/branding\/logoAndIcons\" class=\"toArticle\" style=\"color:rgb(66,154,218);\" target=\"_blank\">Logo and Icons<\/a>&nbsp;page.&nbsp;<\/div><br \/><div>Click <em>Save and Preview <\/em>to save and load your changes. Send a test email to yourself by clicking <em>Send<\/em>&nbsp;<em>Sample<\/em>.<\/div><div><br \/><\/div><div><em>Note: Depending on the template, certain editable parts of the email may or may not show.&nbsp;<\/em><\/div>","inAppPage":"branding::Email Template","searchTermSet":["Email Template","How can I change the default email template?","How do I customize the emails that get sent out by the system?","How do I change how emails look in the system?","Can I make custom email templates?","How do I edit the look and feel of emails?","How do I change email appearance?"],"reducedSearchTermSet":["email templat","_0 chang default email templat","_0 custom email that get sent out by system","_0 chang email look in system","can make custom email templat","_0 edit look and feel email","_0 chang email appear"],"relatedTopicSet":["branding\/logoAndIcons","branding\/colorScheme"],"ID":"251","ParentID":"249"},"branding\/systemName":{"slug":"systemName","slugPath":"branding\/systemName","name":"System Name","article":"<div>You can change the system name in <em>Settings &gt;&gt; Branding &gt;&gt; System Names<\/em>.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_4.27.00pm.png\" height=\"514\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-06_at_4.27.00pm.png\" \/><\/div><br \/><div>The first one, the name of your system, replaces instances of CoachAccountable within your System Message Templates as well as the <em>client-facing<\/em> knowledge base articles.<\/div><br \/><div>The second one, the Business Name, is used less frequently, populating where necessary such as your Agreement Templates.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_4.19.19pm.png\" height=\"473\" width=\"953\" class=\"center\" alt=\"screenshot_2024-05-06_at_4.19.19pm.png\" \/><\/div><br \/><div>Note that this does not change the URL in the address bar, and the URL cannot be changed.<\/div>","inAppPage":"branding::System Names","searchTermSet":["System Name","How do I change the name of the system?","How do I replace CoachAccountable with the name of my organization?","How can I switch out the name of the app to something else?","How do I change my business name?","How do I change the system name?"],"reducedSearchTermSet":["system name","_0 chang name system","_0 replac coachaccount with name organ","_0 switch out name app someth els","_0 chang busin name","_0 chang system name"],"relatedTopicSet":[""],"ID":"252","ParentID":"249"},"branding\/loginPage":{"slug":"loginPage","slugPath":"branding\/loginPage","name":"Login Page","article":"The Login Page link directs clients to your custom login page, which inherits your&nbsp;<a href=\"branding\/colorScheme\" class=\"toArticle\">color scheme<\/a>&nbsp;and&nbsp;<a href=\"branding\/logoAndIcons\" class=\"toArticle\">logo settings<\/a>.&nbsp;<div><br \/><\/div><div>Use this link to create a text or button hyperlink on your website for a quick and simple way to integrate your website with CoachAccountable.<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-10-01_at_1.58.36PM.png\" height=\"798\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-10-01_at_1.58.36PM.png\" \/><\/div><br \/><div>For an even more seamless experience, see the&nbsp;<a href=\"branding\/loginWidget\" class=\"toArticle\">Login Widget<\/a>.<\/div><\/div>","inAppPage":"branding::Login Page","searchTermSet":["Login Page","How do I integrate my website with CoachAccountable?","Can I get my own customized login page?","How do clients login from my website?","I want to personalize my login page, how do I do that?","How do I control the login experience for clients?","link to CoachAccountable from Website","Integrate with website"],"reducedSearchTermSet":["login page","_0 integr websit with coachaccount","can get own custom login page","_1 login from websit","want person login page _0 that","_0 control login experi client","link coachaccount from websit","integr with websit"],"relatedTopicSet":["branding\/loginWidget","FAQs\/websiteIntegration"],"ID":"253","ParentID":"249"},"branding\/loginWidget":{"slug":"loginWidget","slugPath":"branding\/loginWidget","name":"Login Widget","article":"<div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/www.loom.com\/embed\/190c7770ea994cedbff05eb97a0bc45e\" frameborder=\"0\"><\/iframe><\/div><br \/>You can have your clients log in to CoachAccountable directly from your website, and be directed back to your website after they log out, through an embedded widget.<br \/><\/div><br \/><div>To embed the widget, place the snippet of HTML somewhere on your website. If you'd prefer an iframe, click <em>Prefer<\/em>&nbsp;<em>an iframe snippet?<\/em>&nbsp;to reveal the iframe HTML. This won't work as well as the default script, but is useful when you can't use the &lt;script&gt; tag.&nbsp;<\/div><br \/><div>There are three settings available for remote login:<\/div><br \/><div><strong>Login URL<\/strong> - This is the page that CoachAccountable will point your clients to login from in email communications such as registration invitations. This should be the page where you've embedded the widget.<br \/><strong><br \/>Logout URL<\/strong> - This is where clients are redirected after logging out. Usually the same page as the Login URL.<br \/><br \/><strong>Login CSS<\/strong> - This allows you or a web designer to customize the look and feel of the widget.<p>&nbsp;<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_2.00.02_pm.png\" class=\"center fullScreenshot\" alt=\"screen_shot_2021-11-01_at_2.00.02_pm.png\" width=\"945\" height=\"874\" \/><\/div><br \/><br \/>","inAppPage":"branding::Login Widget","searchTermSet":["Login Widget","How do I integrate my website with CoachAccountable?","How do I get CoachAccountable onto my website?","How can clients log in to the system on my website?","How do clients login from my website?","Can I create a login widget?","What's the point of custom branding?","How can clients log into my portal without them going to CoachAccountable?","How can I embed a CoachAccountable login on my website?"],"reducedSearchTermSet":["login widget","_0 integr websit with coachaccount","_0 get coachaccount onto websit","_1 log in system on websit","_1 login from websit","can creat login widget","what' point custom brand","_1 log into portal without them go coachaccount","_0 emb coachaccount login on websit"],"relatedTopicSet":[""],"ID":"254","ParentID":"249"},"teamEdition\/appointments\/scheduling":{"slug":"scheduling","slugPath":"teamEdition\/appointments\/scheduling","name":"Team Appointment Scheduling","article":"<div>Here's a video showing how to schedule an appointment for another team coach:<\/div><div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/www.loom.com\/embed\/d41c551c1b4542bfa465a3fba67b89bf?hideEmbedTopBar=true\" frameborder=\"0\" allowfullscreen=\"true\"><\/iframe><a href=\"https:\/\/www.loom.com\/embed\/d41c551c1b4542bfa465a3fba67b89bf?hideEmbedTopBar=true\" class=\"fallbackLink\" target=\"_blank\">Scheduling an Appointment for another Team Coach<\/a><\/div><\/div><br \/><div>Scheduling an appointment on behalf of a team coach is similar to&nbsp;<a href=\"appointments\/scheduling\" class=\"toArticle\">scheduling one for yourself<\/a>.&nbsp;<br \/><\/div><br \/><div>Go to Team Admin &gt;&gt; Appointments and click either the + sign next to Appointments or +Appointments.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_1.03.02pm.png\" height=\"549\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-27_at_1.03.02pm.png\" \/><\/div><div>Select the coach you're scheduling for, then choose one of their clients. If a client isn't showing in the list, they are not paired with that coach.<\/div><br \/><div> You'll then choose a date\/time for the appointment. T<span>o ensure you aren't setting an appointment that conflicts with a coach's schedule, click&nbsp;<\/span><em>view coachName's availability&nbsp;<\/em><span>next to the \"When\" section.<\/span><\/div><br \/><div>Then, finish things up by reviewing\/adjusting reminders, notifications, and any location\/description information.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_1.10.14pm.png\" height=\"949\" width=\"661\" class=\"center\" alt=\"screenshot_2024-05-27_at_1.10.14pm.png\" \/><\/div><div>You can also make a series of appointments if you so choose.<br \/><\/div><br \/><div>The scheduled appointment(s) will appear in the <em>Upcoming<\/em>&nbsp;tab on your Team Appointments page.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-27_at_1.11.13pm.png\" height=\"292\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-27_at_1.11.13pm.png\" \/><\/div><div><\/div><div><\/div>","inAppPage":"","searchTermSet":["Team Appointment Scheduling","How do I schedule an appointment for another coach?","How do I book meetings on behalf of someone else on my team?","How does team appointment scheduling work?"],"reducedSearchTermSet":["team appoint schedul","_0 schedul appoint anoth coach","_0 book meet on behalf someon els team","team appoint schedul work"],"relatedTopicSet":["appointments\/scheduling"],"ID":"255","ParentID":"223"},"general\/basics\/folders":{"slug":"folders","slugPath":"general\/basics\/folders","name":"Folders","article":"<div>Much like file folders on your computer, CoachAccountable has several contexts in which your items can be organized into folders, including:<\/div><div><ul><li>\n<a href=\"sessionNotes\/templates\" class=\"toArticle\">Session Templates<\/a><\/li><li>\n<a href=\"worksheets\/templates\" class=\"toArticle\">Worksheet Templates<\/a><\/li><li>\n<a href=\"sharingFiles\/libraryFiles\" class=\"toArticle\">Library Files<\/a><\/li><li>\n<a href=\"sharingFiles\" class=\"toArticle\">Files as shared with Clients<\/a><\/li><li><a href=\"whiteboards\" class=\"toArticle\">Whiteboards<\/a><\/li><\/ul>\n<\/div><div>In all of these contexts, the same rules and functionality apply.<\/div><br \/><div>Let's see how to use and manage folders in CoachAccountable using a Courses collection as an example.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-23_at_4.17.10pm.png\" height=\"462\" width=\"638\" class=\"center\" alt=\"screenshot_2024-04-23_at_4.17.10pm.png\" \/><\/div><br \/><div>The top bar of a folderized collection contains two buttons on the right: the view mode toggle (<span class=\"icon-folder-grid\">&nbsp;<\/span>) and the add folder button (<span class=\"icon-add-folder\">&nbsp;<\/span>).<\/div><br \/><div>The left portion of the top bar contains the folder path of where you are currently.&nbsp; Clicking the folder names themselves will jump you to the respective folders.<br \/><\/div><br \/><div>Below this tab bar is the main area, in which you'll find both folders and the items contained within.<br \/><\/div><br \/><div><h3>Creating Folders<\/h3><\/div><div>By clicking the add folder button, you can create a new folder.&nbsp; The new folder will be a sub-folder within whichever folder you are currently viewing.&nbsp; You can create hierarchies of nested folders as deep as you like.<\/div><br \/><div>You can also create a new folder by right-clicking anywhere in the main area and choosing \"Add folder...\" from the context menu that appears.\n<div><\/div><br \/><div><strong>Tip:<\/strong> CoachAccountable will \nautomatically remove any folders that contain no items when you leave an area, so be certain \nany folders you create are ready to receive at least one item!<\/div><\/div><br \/><div>\n<h3>Moving Items Into and Out of Folders<\/h3><div>Drag and drop an item\n over a folder to add it to that folder. If you'd like to move an item \nout of a particular sub-folder (and into the level right above it), drag and let go of that item over the <em>Up<\/em> button.&nbsp;<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-23_at_4.20.19pm.png\" height=\"476\" width=\"647\" class=\"center\" alt=\"screenshot_2024-04-23_at_4.20.19pm.png\" \/><\/div><br \/><div><h3>Toggling View Modes<\/h3><div>There are two ways you can view a folderized listing: <strong>card mode<\/strong> and <strong>tree mode<\/strong>.<\/div><br \/><div>By default, views are set to card mode.&nbsp; By toggling the view mode, you can switch between card and tree modes, which looks like this:<\/div>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-23_at_4.23.27pm.png\" height=\"299\" width=\"649\" class=\"center\" alt=\"screenshot_2024-04-23_at_4.23.27pm.png\" \/><\/div><div>Tree mode is particularly handy when you want to see the complete listing of all items and folders at once. It also makes it especially easy to move folders and items (by drag-and-drop) in and around other folders.<\/div><br \/><div><h3>Renaming and Deleting Folders<\/h3><\/div><div>\nBy right-clicking on a folder, you'll bring up the context menu like so:<br \/>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/folders-contextmenu.png\" class=\"center\" width=\"419\" height=\"248\" alt=\"folders-contextmenu.png\" \/><\/div><div>These options will allow you to rename or delete the folder.<\/div><br \/><div>You can only delete folders that themselves have no items within.&nbsp; Given that many items in folderizations often have a life out of merely existing in those listings (such as Library Files that are shared or Courses that are in progress), it's a good thing to be assured you won't accidentally be deleting important items when merely meaning to clean up your folder organization!<br \/><\/div><br \/><\/div>","inAppPage":"","searchTermSet":["Folders","How do I organize files, courses, session notes, and worksheet templates?","Do you have a folder system like in windows?","Is there a way to categorize files, courses, and templates?","How do you delete a folder?","How do you rename a folder?","How do you create a folder?","How do I reorganize the categories in my files?","Change folder name","Rename Folder","Rename File Folder","How to rename folder"],"reducedSearchTermSet":["folder","_0 organ file cours session note and worksheet templat","you have folder system like in window","there wai categor file cours and templat","you delet folder","you renam folder","you creat folder","_0 reorgan categori in file","chang folder name","renam folder","renam file folder","renam folder"],"relatedTopicSet":["sharingFiles","sharingFiles\/libraryFiles","sessionNotes\/templates","worksheets\/templates","courses"],"ID":"268","ParentID":"192"},"general\/wysiwyg\/embedMedia":{"slug":"embedMedia","slugPath":"general\/wysiwyg\/embedMedia","name":"Embedding Media","article":"<div>In certain places where the WYSIWYG appears, you'll find the <em>Embed Media<\/em>&nbsp;button in the toolbar towards the right side. Session Templates and Worksheet Templates, Journal Entries, Whiteboards, Course Pages, and messages (after clicking&nbsp;<em>enable formatting<\/em>&nbsp;towards the bottom) all let you add media from elsewhere.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_11.12.31am.png\" height=\"34\" width=\"789\" class=\"center\" alt=\"screenshot_2024-02-28_at_11.12.31am.png\" \/><\/div><div>Give the Embed Media button a click, and you\u2019ll be presented with a blank space for pasting in the embed code or URL.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_11.15.32am.png\" height=\"570\" width=\"666\" class=\"center\" alt=\"screenshot_2024-02-28_at_11.15.32am.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/embedmedia.png\" class=\"center\" alt=\"embedmedia.png\" width=\"0\" height=\"0\" \/><\/div><div><span>Note that email tends to strip out certain video and audio content, so&nbsp;<\/span>be sure to use the \u201cCaption\u201d field. This is so CoachAccountable can give a fallback link to the media for when &lt; iframe &gt; embeds aren\u2019t allowed.<\/div><br \/><div>If you\u2019d rather the system NOT provide a link to the media file outside of CoachAccountable, just leave the caption blank.<br \/><\/div><br \/><div>Once inserted, the embeddable media appears just like the rest of the content.<br \/><\/div><br \/><div><h2>Supported Media Embeds<\/h2><div>From where can you embed media?&nbsp; CoachAccountable recognizes and supports most of the major video and audio hosting sites and even a few that are a little more niche:<\/div><\/div><br \/><div><br \/><table class=\"table--borderless\" width=\"100%\"><tbody><tr><td><h3><strong>Video<\/strong><\/h3>\n<ul><li>YouTube<\/li><li>Vimeo<\/li><li>Viddler<\/li><li>Wistia<\/li><li>Loom<\/li><li>Adilo<\/li><li>Bomb Bomb<\/li><li>Canva<\/li><li>Clyp.it<\/li><li>Cubby<\/li><li>Descript<\/li><li>educreations<\/li><li>Gumlet<\/li><li>\nKomodo Decks<\/li><li>OneDrive<\/li><li>Publit.io<\/li><li>Screencast.com<\/li><li>ScreenPal<\/li><li>\nSpotlightr<\/li><li>Sprout Video<\/li><li>TED<\/li><li>Vadoo<\/li><li>Vidyard<\/li><li>viloud.tv<\/li><li>Descript<\/li><li>Bunny.net<\/li><\/ul>\n<\/td><td><h3><strong>Audio<\/strong><\/h3>\n<ul><li>Sound Cloud<\/li><li>Spotify<\/li><li>Audio Acrobat<\/li><li>blubrry Podcasting<\/li><li>Buzzsprout<\/li><li>Captivate.fm<\/li><li>Castos<\/li><li>Clyp.it<\/li><li>LibSyn<\/li><li>\nOneDrive<\/li><\/ul>\n<\/td><\/tr><\/tbody><\/table><br \/><\/div><div><div>Have your media hosted with some other service, and you want CoachAccountable to support it?&nbsp; Let us know by emailing support@coachaccountable.com.<\/div><\/div>","inAppPage":"","searchTermSet":["Embedding Media","Can I add video or audio to worksheets, session notes, journal entries, whiteboards, and email messages?","How do I insert video or audio in a written assignment?","How do I embed video or audio content in a template?","How do I embed media?"],"reducedSearchTermSet":["embed medium","can add video or audio worksheet session note journal entri whiteboard and email messag","_0 insert video or audio in written assign","_0 emb video or audio content in templat","_0 emb medium"],"relatedTopicSet":["sharingFiles\/embedding"],"ID":"269","ParentID":"265"},"FAQs\/groupSettingsInCourses":{"slug":"groupSettingsInCourses","slugPath":"FAQs\/groupSettingsInCourses","name":"Where do I edit Group Settings for Course Items?","article":"<div>While in the&nbsp;<a href=\"courses\/building\" class=\"toArticle\">Course builder<\/a>, you'll see the Course Builder Tools over on the right.<\/div><br \/><div>If you are creating a Day-Based Course, you'll see the checkbox labeled \"show Group Course settings\" toward the bottom.&nbsp;<\/div><br \/><div>Checking the box turns on&nbsp;<a href=\"groups\/groupItems\/clientVisibility\" class=\"toArticle\">group item visibility settings<\/a>&nbsp;when setting up Course items.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_10.24.14_am.png\" height=\"507\" width=\"184\" class=\"center\" alt=\"screen_shot_2021-11-10_at_10.24.14_am.pn\" \/><\/div><div>\nNote that<em> you will not see this option if you are editing a&nbsp;<\/em><a href=\"courses\/stepBased\" class=\"toArticle\">Step-Based Course<\/a><em>, <\/em>as only Day-Based Courses can be assigned to Groups.<br \/><br \/><\/div>","inAppPage":"","searchTermSet":["Where do I edit Group Settings for Course Items?","Where do I edit Group Settings for Course items?","How do I see client visibility settings for Course items?"],"reducedSearchTermSet":["_0 edit group set cours item","_0 edit group set cours item","_0 see client visibl set cours item"],"relatedTopicSet":["groups\/groupItems","groups\/groupItems\/clientVisibility"],"ID":"270","ParentID":"130"},"groups\/groupItems\/clientVisibility":{"slug":"clientVisibility","slugPath":"groups\/groupItems\/clientVisibility","name":"Client Visibility","article":"<div>For&nbsp;<a href=\"groups\/groupItems\" class=\"toArticle\">Group Items<\/a>, the degree to which information is shared amongst Group members is controlled through visibility settings.&nbsp;<span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">There are four options for each group item you share, listed from most secretive to most open:<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupvisibilityoption.png\" height=\"147\" width=\"633\" class=\"center\" alt=\"groupvisibilityoption.png\" \/><\/div><div><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\"><div><ul><li><strong style=\"font-weight:700;\">Totally hidden as a Group Item<\/strong>&nbsp;means that, as far as your group members are concerned, the item isn't assigned to the Group at all. &nbsp;The item will appear as just an individual assignment with no ties to the group. This forgoes any group comment thread about it.<\/li><li><strong style=\"font-weight:700;\">Visible as a Group Item<\/strong>&nbsp;<strong style=\"font-weight:700;\">but hide group performance<\/strong>&nbsp;means they\u2019ll see it as a Group Item, can have a group conversation about it, but not see the overall result: for Metrics that means no aggregate graph will be visible, for Actions and Worksheets that means they\u2019ll have no idea of the overall level of completion of the assignment among their fellow group members, and so on. &nbsp;You as coach always get to see aggregate performance, of course, but they won\u2019t.<\/li><li><strong style=\"font-weight:700;\">Visible including aggregate performance<\/strong>&nbsp;means group members will see, for example, <em>how many<\/em> other group members have completed the assignment and how many have not, and among those completions how many were on time and how many were late, but not&nbsp;<em>which<\/em>&nbsp;members specifically. The specifics (for example Worksheet answers or individual Metric data) will not be visible to other group members.<\/li><li><strong style=\"font-weight:700;\">Visible including aggregate and individual performance<\/strong>&nbsp;means complete transparency. &nbsp;With Actions, everyone knows who\u2019s done it and when. &nbsp;With Worksheets, all members can read the completed worksheets as submitted by all other group members. &nbsp;And again, with Metrics, everyone can see the exact reported numbers of everyone else.<\/li><\/ul>\n<\/div><div>Note that you can change these settings for each item later if desired, and the visibility is set for each item individually. Thus, you can adjust if one Metric might be better kept private but another shared with full transparency.<\/div><div><br \/><\/div><div>To view and modify this setting for a given Group item, click the edit icon for that item as found in the Group Stream.<br \/><\/div><\/div><div><\/div><\/div>","inAppPage":"","searchTermSet":["Client Visibility","How do I change the visibility of Group items?","How do I make it so clients can see the group's performance, but not that of the other group members?","Are there privacy settings for Group Items?","How do I create competitions within a Group?","How do I hide how well group members are doing from each other?"],"reducedSearchTermSet":["client visibl","_0 chang visibl group item","_0 make so client can see group' perform but not that other group member","ar there privaci set group item","_0 creat competit within group","_0 hide well group member ar do from each other"],"relatedTopicSet":[""],"ID":"271","ParentID":"118"},"courses\/participations\/participantVisibility":{"slug":"participantVisibility","slugPath":"courses\/participations\/participantVisibility","name":"Participant Visibility","article":"<div>Clients that are participating in a Course don't necessarily need to know that they are in one.<\/div><br \/><div>You get to determine how much they see around their participation, and for it you have 3 options:<br \/><\/div><div><div>\n<div><ol><li><strong>Totally hidden from participants<\/strong><em> <\/em>means\n that participants don't know they're in a Course; only coaches know. \nThe items delivered by the Course will still be visible as expected - \nActions in their Actions area, Worksheets in the Worksheets area, and so\n on.<\/li><li><strong>Participants can see only as far as they've progressed<\/strong>&nbsp;means\n that participants can see they're in a Course, and can see what's \nalready been delivered by the Course. They cannot see what's coming \nlater on.<\/li><li><strong>Participants can see complete timeline<\/strong>&nbsp;means\n participants know they're in a Course, can see what's been delivered by\n the Course, AND can see the roadmap of what's coming up for the rest of\n the Course.&nbsp; This view of future items entails item names only: they \ncannot actually jump ahead and do the upcoming work or see the full \ncontent.&nbsp;<\/li><\/ol>\n<\/div><\/div>You can set visibility as part of a Course's <a href=\"courses\/basics\" class=\"toArticle\">Basic Settings<\/a>, and this serves as the default for the individual participants of that Course.&nbsp; You can also override this default on a per-participant basis by bringing up the Course Participation editor, like so:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courses-participantvisibility.png\" class=\"center\" width=\"560\" height=\"324\" alt=\"courses-participantvisibility.png\" \/><\/div><br \/><div><h3>Visibility Considerations<\/h3><\/div><div>If you're going to structure your Course into <a href=\"courses\/pages\" class=\"toArticle\">Course Pages<\/a>, you'll want to choose an option for which the course is NOT totally hidden.<\/div><br \/><div>Letting clients see the complete timeline can be nice to give clients a sense for where things are ultimately headed.&nbsp; In that case you'll want to carefully craft your section headers so that the timeline reads like a compelling table of contents.<br \/><\/div><br \/><div>Totally hidden is good if your Course is an email drip sequence, or you otherwise want it to look like items are simply spontaneously coming to them and not part of some automated sequence.<\/div>","inAppPage":"","searchTermSet":["Participant Visibility","Do clients see Courses?","Can clients view upcoming assignments in Courses?","How do clients check out the work they have coming up in a Course?","What is client visibility with regard to a Course?","Can clients see the Course timeline?","How do I keep a client from knowing they are in a Course?","How do I let a client know where they are currently at in a Course?","How can a client see future course assignments?","How can my clients see future coursework?","How can my clients see into the future of the Course?"],"reducedSearchTermSet":["particip visibl","client see cours","can client view upcom assign in cours","_1 check out work thei have come up in cours","what client visibl with regard cours","can client see cours timelin","_0 keep client from know thei ar in cours","_0 let client know thei ar current at in cours","_1 see futur cours assign","_1s see futur coursework","_1s see into futur cours"],"relatedTopicSet":["courses\/building","courses\/participations"],"ID":"272","ParentID":"110"},"settings\/messageTemplates":{"slug":"messageTemplates","slugPath":"settings\/messageTemplates","name":"Message Templates","article":"<div>You can customize both the system-generated emails to clients (such as reminders, late item notifications, and so on) in&nbsp;<a href=\"settings\/messageTemplates\/system\" class=\"toArticle\">System Message Templates<\/a>.<\/div><br \/><div>You can also create your own Custom Message Templates for those emails that you tend to send to clients often, but don't want automated.&nbsp;<\/div>","inAppPage":"myStyle::System Message Templates","searchTermSet":["Message Templates","How do I change my message templates?","How do I customize emails that are sent to clients?","Can I modify the copy of email reminders?","Can I make email templates?","Can I create custom emails for clients?","How do I change the standard notifications that are emailed to clients?"],"reducedSearchTermSet":["messag templat","_0 chang messag templat","_0 custom email that ar sent client","can modifi copi email remind","can make email templat","can creat custom email client","_0 chang standard notif that ar email client"],"relatedTopicSet":[""],"ID":"273","ParentID":"212"},"courses\/participations\/customizeCourse":{"slug":"customizeCourse","slugPath":"courses\/participations\/customizeCourse","name":"Customizing a Course","article":"<div>Courses are wonderful for delivering the tried-and-true, same-for-everyone parts of your coaching.&nbsp; But sometimes, even then, it's nice to be able to vary those standardized bits, tailored uniquely to an individual client.<\/div><br \/><div>The blunt way to do this is to clone the entire Course, make edits for an individual, and put that individual into that new course.&nbsp; But this approach eventually leaves you with a glut of Courses that are all mostly the same and hard to manage.<br \/><\/div><br \/><div>To better support this, you can create a spin-off version of your Course for a client that is already participating in it.<\/div><br \/><div>To do so, first bring up the Course Participation editor.&nbsp; Find that client in the Participants listing for the Course:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courses-loadcourseeditor.png\" class=\"center\" alt=\"courses-loadcourseeditor.png\" width=\"314\" height=\"427\" \/><\/div><div>(This can also be done from the Client Page &gt;&gt; Courses section.)<\/div><br \/><div>When modifying the Course participation for a given client, you'll see a section titled \"<strong>Customize<\/strong> this course.\"\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courses-customizegobutton.png\" class=\"center\" alt=\"courses-customizegobutton.png\" width=\"560\" height=\"818\" \/><\/div><div> Clicking <em>Go <\/em>brings you to the familiar Course Builder, with a complete copy of the original Course.&nbsp; You're free to make whatever edits you like, and the changes you make here applies only to that client.<\/div><br \/><div><em><strong>Notice:<\/strong> Once a Course is spun off for an individual participant, that course participation will be completely independent of the original Course timeline.&nbsp; That means any changes you make to the original Course will have no effect in the spin-off version, and vice-versa.&nbsp; This sort of isolation is usually desirable, but be aware!<\/em><br \/><\/div><br \/><br \/><div>You can recognize when your clients are in a spin-off version of your Course by the star icon that appears next to their name in the Participants listing:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courses-spunoffparticipant.png\" class=\"center\" alt=\"courses-spunoffparticipant.png\" width=\"497\" height=\"394\" \/><\/div><div>(This star also appears in the Courses section of a Client Page.)<\/div><br \/><div>Clicking the star brings you back to the Course Builder for that spun-off version, allowing you to make further customizations to the Course for just that client whenever you like. <br \/><\/div>","inAppPage":"","searchTermSet":["Customizing a Course","How do I customize a Course?","How do I make a Course unique to a specific person?","How do I create a program for a specific client?","How do I tailor a Course for a client?","How do I go back to the course timeline for a customized Course?","How do I edit a client's customized Course?","How do I create a spin-off of a course for a client?","Spin-off","Spin off"],"reducedSearchTermSet":["custom cours","_0 custom cours","_0 make cours uniqu specif person","_0 creat program specif client","_0 tailor cours client","_0 go back cours timelin custom","_0 edit clients' custom cours","_0 creat spin off cours client","spin off","spin off"],"relatedTopicSet":[""],"ID":"276","ParentID":"110"},"clientInvoicing\/recordingPayment":{"slug":"recordingPayment","slugPath":"clientInvoicing\/recordingPayment","name":"Recording Payment","article":"<div>To manually record payment on an invoice, navigate to <em>Business Center &gt;&gt; Invoicing &gt;&gt; Outstanding Invoices&nbsp;<\/em>and click the money icon next to a given invoice.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-05_at_3.43.37pm.png\" height=\"563\" width=\"1000\" class=\"center stroke unrounded\" alt=\"screenshot_2024-04-05_at_3.43.37pm.png\" \/><\/div><br \/><div>\nFrom here, you can do one of two things:&nbsp;<\/div><div><ul><li><strong>Process a credit card payment manually<\/strong><\/li><li><strong>Record a payment already made<\/strong><\/li><\/ul>\n<\/div><div>If you don't have your&nbsp;<a href=\"clientInvoicing\/onlinePayments\" class=\"toArticle\">online payments set up<\/a>&nbsp;yet, you won't be able to process a credit card. Thus, this item will be grayed out.<\/div><br \/><h2>Process Payment via Credit Card<\/h2><div>To manually process the client's card, choose this option.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-05_at_3.52.03pm.png\" height=\"791\" width=\"550\" class=\"center\" alt=\"screenshot_2024-04-05_at_3.52.03pm.png\" \/><\/div><div>Enter in the client's card information, then click <em>Process Invoice Payment.&nbsp;<\/em><\/div><div>If the client has one or more credit cards already stored in the system, you will see the option to use the card(s) on file.<\/div><br \/><h2>Record a Payment Already Made<\/h2><div>You can also record payments that were already made in some other way.<\/div><br \/><div>When recording payment for an invoice, you'll enter in the amount paid, when it was received, method of payment, and add an optional note delivered via email receipt.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-05_at_3.55.29pm.png\" height=\"592\" width=\"469\" class=\"center\" alt=\"screenshot_2024-04-05_at_3.55.29pm.png\" \/><\/div><div>Invoices that have been fully paid will drop out of the <em>Outstanding<\/em>&nbsp;tab<em>. <\/em>Partially paid invoices will remain.&nbsp;<br \/><\/div>","inAppPage":"","searchTermSet":["Recording Payment","How do I mark an invoice as paid?","How do I record payment on an invoice?","How do I track whether an invoice was paid by cash, check, credit card, or bank transfer?","How do I add an optional note to an invoice payment?","How do I note down when an invoice payment was received?","How can I manually process a client's credit card?","My client wants to pay on the phone - can I take the payment?"],"reducedSearchTermSet":["record payment","_0 mark invoic a paid","_0 record payment on invoic","_0 track whether invoic wa paid by cash check credit card or bank transfer","_0 add option note invoic payment","_0 note down invoic payment wa receiv","_0 manual proce clients' credit card","client want pai on phone can take payment"],"relatedTopicSet":["clientInvoicing\/onlinePayments","clientInvoicing\/reports\/payments","clientInvoicing"],"ID":"277","ParentID":"97"},"FAQs\/multipleDataPipe":{"slug":"multipleDataPipe","slugPath":"FAQs\/multipleDataPipe","name":"Can a Worksheet pipe into more than one Metric?","article":"<div>Yes! You can certainly setup a Worksheet input to pipe into more than one Metric. The&nbsp;<a href=\"metrics\/setup\/pipingInFromWorksheets\" class=\"toArticle\">process is the same<\/a>, whether you're having an input pipe into just one Metric or multiple.<\/div>","inAppPage":"","searchTermSet":["Can a Worksheet pipe into more than one Metric?","Can a Worksheet pipe into more than one Metric?","Can a form input be matched with multiple Metrics?","Is it possible to use the same data point and have it go to two different charts? ","Can you pipe data from a Worksheet into more than one graph?","Can Worksheet answers go to more than Metric graph?"],"reducedSearchTermSet":["can worksheet pipe into more than on metric","can worksheet pipe into more than on metric","can form input be match with multipl metric","possibl us same datum point and have go two differ chart","can you pipe datum from worksheet into more than on graph","can worksheet answer go more than metric graph"],"relatedTopicSet":["metrics\/setup\/pipingInFromWorksheets"],"ID":"279","ParentID":"130"},"FAQs\/repeatingItem":{"slug":"repeatingItem","slugPath":"FAQs\/repeatingItem","name":"How do I assign a repeating item?","article":"<div>You can assign a repeating item automatically by doing the following:<\/div><div><ol><li>Create a Course<\/li><li>Drag the item over to the day that you'd like to start repeating.<br \/><br \/>Note:&nbsp;<a href=\"courses\/building\" class=\"toArticle\">You can learn about building Courses here<\/a>.<\/li><li>Clone the item down the schedule for however long you'd like. To clone an item, click the two pieces of paper in the upper right of any item.<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-04_at_4.45.10_pm.png\" height=\"448\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-04_at_4.45.10_pm.png\" \/>\n\n<p><span>Then choose how many days later you'd like the cloned item to be placed. Click&nbsp;<em style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;\">do this multiple times...<\/em>&nbsp;if you'd like to repeat the cloning. You can also skip weekends if you'd like.&nbsp;<\/span><\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-04_at_5.01.28_pm.png\" height=\"414\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-04_at_5.01.28_pm.png\" \/><\/div><\/div><\/li><li><a href=\"courses\/participations\" class=\"toArticle\">Assign the Course<\/a>&nbsp;to the client (or group) of your choice.<\/li><\/ol>\n<br \/><\/div><div><br \/><br \/><\/div>","inAppPage":"","searchTermSet":["How do I assign a repeating item?","How do I assign a repeating item?","How do I assign a recurring Action?","How do I assign an item that repeats?","How do I automatically give a client something every day?","How do I assign a daily, weekly, or monthly item?","How do I log something for a client every day or week?","How do I assign an item every day without doing it manually?","How do I assign a daily Action?","How do I assign a daily Worksheet?","How do I assign a daily food log?","How do I give a daily written assignment?","How to create a recurring action?"],"reducedSearchTermSet":["_0 assign repeat item","_0 assign repeat item","_0 assign recur action","_0 assign item that repeat","_0 automat give client someth everi dai","_0 assign daili weekli or monthli item","_0 log someth client everi dai or week","_0 assign item everi dai without do manual","_0 assign daili action","_0 assign daili worksheet","_0 assign daili food log","_0 give daili written assign","creat recur action"],"relatedTopicSet":["courses\/building","courses\/participations"],"ID":"280","ParentID":"130"},"FAQs\/coachMyself":{"slug":"coachMyself","slugPath":"FAQs\/coachMyself","name":"Can I coach myself?","article":"<div>Yes, you can!&nbsp;<\/div><br \/><div>If you haven't yet set up a Freebie,&nbsp;<a href=\"clients\/adding\" class=\"toArticle\">adding a new Client,<\/a><span>&nbsp;<\/span>prompts the system to ask you if you want to turn that client into a freebie client.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-29_at_2.44.28pm.png\" height=\"540\" width=\"717\" class=\"center\" alt=\"screenshot_2024-04-29_at_2.44.28pm.png\" \/><\/div><div>This client does not count towards your subscription plan (it's free) and is useful for experimentation and self-coaching purposes.&nbsp; Also, since the freebie client is an actual client, you can log in as that client, and see things from the client side.&nbsp;<\/div><br \/><div>After you've created your Freebie client, you can click your name at the top right and go to 'Switch Accounts...' to select 'My Freebie Client account'<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_8.41.43am.png\" height=\"545\" width=\"330\" class=\"center\" alt=\"screenshot_2024-05-06_at_8.41.43am.png\" \/><\/div><div>The first time you switch after setting up your Freebie client, you'll be asked to create a Username and Password (not one you need to remember). This allows you to see things from a Client's point of view when they register their accounts with you!&nbsp;<\/div><br \/><div>Once set up, you can easily switch between your Coach and Freebie client accounts, test things out as a client, assign things to yourself, such as Actions to get things done, a Metric to track a personal\/business goal for yourself, and perhaps even keep a Journal.<\/div><br \/><div><em>Note: Your freebie must and will always be linked to your Coach account (to remain a freebie client).<\/em><\/div><br \/>","inAppPage":"","searchTermSet":["Can I coach myself?","How do I generate a common set of tasks for myself when I sign up a new client?","How do I coach myself?","How do I assign myself actions or metrics?","How do I remind myself to do things so I don't forget?","Where do I store information related to my coaching practice?","How do I see things from the client's perspective?","Can I see a demo from the client's end?","How does a freebie client work?","How do I test things out on a tester client?","Is there a dummy client I can experiment on?","Can I set up a demo client?","How can I view things from the demo client's perspective?","Does the demo client count toward my client limit?","Is my freebie client free?","Is my demo client free?"],"reducedSearchTermSet":["can coach myself","_0 gener common set task myself sign up new client","_0 coach myself","_0 assign myself action or metric","_0 remind myself thing so don't forget","_0 store inform relat coach practic","_0 see thing from client' perspect","can see demo from client' end","freebi client work","_0 test thing out on tester client","there dumclient can experi on","can set up demo client","_0 view thing from demo client' perspect","do demo client count toward limit","freebi client free","demo client free"],"relatedTopicSet":[""],"ID":"281","ParentID":"130"},"FAQs\/scoredAssessment":{"slug":"scoredAssessment","slugPath":"FAQs\/scoredAssessment","name":"Does the system allow for scored assessments?","article":"<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\"><a href=\"worksheets\/formBased\" class=\"toArticle\">Form-based Worksheets<\/a>&nbsp;are able to have&nbsp;<a href=\"worksheets\/formBased\/computedValues\" class=\"toArticle\">computed value<\/a>&nbsp;form fields.&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Computed values allow you to input formulas that include other form fields on your Worksheet. That means you can automatically calculate averages, sums, and so on, (you can even&nbsp;<a href=\"metrics\/setup\/pipingInFromWorksheets\" class=\"toArticle\">pipe<\/a>&nbsp;these into Metrics).<\/p>\n<p>&nbsp;<\/p>\n<p><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">So, you can have basic scoring or calculations on answers within the worksheet.<\/p>\n<div><br class=\"Apple-interchange-newline\" \/><\/div><br \/>","inAppPage":"","searchTermSet":["Does the system allow for scored assessments?","Does this system allow for me to give my clients an assessment that they can fill in and get their score?","Is there a way to make scored assessments or quizzes?","Can the system add up points in assignments?","Is it possible to do arithmetic in worksheets?"],"reducedSearchTermSet":["do system allow score assess","do thi system allow me give client assess that thei can fill in and get their score","there wai make score assess or quiz","can system add up point in assign","possibl arithmet in worksheet"],"relatedTopicSet":[""],"ID":"283","ParentID":"130"},"FAQs\/coachLimit":{"slug":"coachLimit","slugPath":"FAQs\/coachLimit","name":"Is there a limit to the number of coaches?","article":"<div>You can have <strong>unlimited coaches and team members<\/strong> on&nbsp;<a href=\"teamEdition\" class=\"toArticle\">Team Edition<\/a>.&nbsp;<\/div><br \/><div>Pricing is determined purely on the number of <strong>active clients<\/strong> in the system and is in no way affected by the number of coaches in the system.<\/div>","inAppPage":"","searchTermSet":["Is there a limit to the number of coaches?","How many coaches can you have?","In the Team Edition, is there a limit to the number of coaches you can have?","Do coaches affect Team Edition pricing?","Is there a restriction on the number of coaches allowed in the system?","How many coaches can be added to the system?"],"reducedSearchTermSet":["there limit number coach","mani coach can you have","in team edit there limit number coach you can have","coach affect team edit price","there restrict on number coach allow in system","mani coach can be ad system"],"relatedTopicSet":[""],"ID":"284","ParentID":"130"},"FAQs\/clientRoster":{"slug":"clientRoster","slugPath":"FAQs\/clientRoster","name":"How do I download a client roster?","article":"<div>You can download a list of all your clients (active and inactive), along with their contact information, by clicking the export button next to <em>+ Client<\/em>&nbsp;while on your Clients tab.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_10.39.01am.png\" height=\"538\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-03-21_at_10.39.01am.png\" \/><\/div>","inAppPage":"","searchTermSet":["How do I download a client roster?","How do I download a list of my clients?","How do I print my client roster?","How do I get a spreadsheet of all my coachee names?","How do I download a spreadsheet containing client contact information?","Is there a way to download a client listing along with phone number and address?","Where do I print a list of clients?","How can I export all of my client contacts?"],"reducedSearchTermSet":["_0 download client roster","_0 download list client","_0 print client roster","_0 get spreadsheet all coache name","_0 download spreadsheet contain client contact inform","there wai download client list along with phone number and addr","_0 print list client","_0 export all client contact"],"relatedTopicSet":[""],"ID":"285","ParentID":"130"},"FAQs\/customURL":{"slug":"customURL","slugPath":"FAQs\/customURL","name":"Can I use a custom URL?","article":"<div>Currently, CoachAccountable only ever runs at <a href=\"http:\/\/coachaccountable.com\" target=\"_blank\">coachaccountable.com<\/a>.<\/div><br \/><div>Please check out <a href=\"branding\" class=\"toArticle\">Branding<\/a>&nbsp;to customize CoachAccountable to the fullest, including your logo, system name, app icon, colors, custom login widget on your website, and more.&nbsp;<\/div><br \/><div>You can also customize your email \"from name\" -&nbsp;<a href=\"settings\/coachProfile\" class=\"toArticle\">more on that here.<\/a><\/div>","inAppPage":"","searchTermSet":["Can I use a custom URL?","Can I use a custom URL for this system?","Can I private label the system?","Can I use my own website name instead of coachaccountable.com?"],"reducedSearchTermSet":["can us custom url","can us custom url thi system","can privat label system","can us own websit name instead coachaccount com"],"relatedTopicSet":[""],"ID":"287","ParentID":"130"},"FAQs\/caApp":{"slug":"caApp","slugPath":"FAQs\/caApp","name":"Is CoachAccountable a downloadable app?","article":"<p>CoachAccountable is a <strong>web-based app.<\/strong> That means you don't <em>need<\/em> to download anything. However, it's super helpful to have an app tile for it on your home screen, so you can instantly get to your coach portal.<\/p>\n<br \/><h3>Here's how to do it for Apple devices:<\/h3><div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/player.vimeo.com\/video\/271411061\" frameborder=\"0\"><\/iframe><\/div><br \/><\/div><div><ul><li>Click any CoachAccountable login link from an email or text. It'll automatically open in <strong>Safari.<\/strong><\/li><li>Log in, and if it's appropriate for your device, check the box next to \"Keep me logged in.\"<\/li><li>Tap the <strong>Share<\/strong> button on the browser's toolbar.<\/li><li>(This is the rectangle with an arrow pointing upward; it's on the bar at the top of the screen on an iPad, and on the bar at the bottom of the screen on an iPhone or iPod Touch)<\/li><li>Tap the \"<strong>Add to Home Screen<\/strong>\" icon in the Share menu.<\/li><li>Enter a name for the shortcut and click <strong>Add<\/strong>.<\/li><li>When you click the app tile, bam! You're put right into your account.<\/li><\/ul>\n<\/div>\n<p>&nbsp;<\/p>\n<h3>And for Android devices:<\/h3>\n<ul><li>Click any CoachAccountable login link from an email or text. It'll automatically open in your default browser, such as Chrome.<\/li><li>Log in, and if it's appropriate for your device, check the box next to \"Keep me logged in.\"<\/li><li>Tap the menu button and choose \"<strong>Add to home screen<\/strong>\".<\/li><li>Enter a name for the shortcut and your browser will add CoachAccountable to your home screen.<\/li><li>When you click the app tile, bam! You're put right into your account.<\/li><\/ul>\n<p>&nbsp;<\/p>\n<p>Fun fact: If you have <a href=\"https:\/\/blog.coachaccountable.com\/2013\/04\/white-label-branding\/\" target=\"_blank\">White-Label Branding<\/a> set up in CoachAccountable, the icon that gets downloaded is YOUR logo, rather than the standard CA logo!<\/p>\n<p>&nbsp;<\/p>","inAppPage":"","searchTermSet":["Is CoachAccountable a downloadable app?","Download","App","App store","Play store","Icon","Download app","Memory","Is there an iOS or Android app?","How do I download CoachAccountable on my phone?","Is CoachAccountable mobile friendly?","How can I access the system on my phone?","Is CoachAccountable mobile-optimized?","Does CoachAccountable have an app?","Instructions for Android","Install mobile","Mobile","Connect CA to a phone","Can I get CoachAccountable on my phone or mobile device?"],"reducedSearchTermSet":["coachaccount download app","download","app","app store","plai store","icon","download app","memori","there io or android app","_0 download coachaccount on phone","coachaccount mobil friendli","_0 acc system on phone","coachaccount mobil optim","do coachaccount have app","instruct android","instal mobil","mobil","connect ca phone","can get coachaccount on phone or mobil devic"],"relatedTopicSet":[""],"ID":"289","ParentID":"130"},"sharingFiles\/sharingMultipleFiles":{"slug":"sharingMultipleFiles","slugPath":"sharingFiles\/sharingMultipleFiles","name":"Sharing Multiple Files","article":"<div>Got a lot of files to share, or one file to share with a lot of people?<\/div><br \/><div>Doing this one by one for each client can be cumbersome.&nbsp; Fortunately, you've got options!<\/div><br \/><div>See one or more of the articles within for quick ways to share files with your clients in bulk.<\/div>","inAppPage":"","searchTermSet":["Sharing Multiple Files","How do I send files to clients?","Can I share more than one file at once?","Can I share multiple files at once?","Can I share my whole library?","Can I share files with a group?","Sharing files with everyone"],"reducedSearchTermSet":["share multipl file","_0 send file client","can share more than on file at onc","can share multipl file at onc","can share whole librari","can share file with group","share file with everyon"],"relatedTopicSet":[""],"ID":"291","ParentID":"89"},"FAQs\/sellingOnline":{"slug":"sellingOnline","slugPath":"FAQs\/sellingOnline","name":"How can I sell my coaching services online?","article":"<div>This is the stuff of&nbsp;<a href=\"offerings\" class=\"toArticle\">Offerings<\/a>. You can even put multiple Offerings into a&nbsp;<a href=\"offerings\/collections\" class=\"toArticle\">Collection<\/a>!&nbsp;<\/div><br \/><br \/>","inAppPage":"","searchTermSet":["How can I sell my coaching services online?","I'd like to book prospective clients.","Can I charge new clients to set up with my from my website?","Charging new clients to book with me."],"reducedSearchTermSet":["_0 sell coach servic onlin","'d like book prospect client","can charg new client set up with from websit","charg new client book with me"],"relatedTopicSet":[""],"ID":"306","ParentID":"130"},"FAQs\/offeringReal":{"slug":"offeringReal","slugPath":"FAQs\/offeringReal","name":"Do clients who sign up via an Offering \"count\"?","article":"<div>Do prospective clients count toward my billing plan? Short answer: <strong>Yes<\/strong>.<br \/><br \/>Longer answer: The more prospective clients you have coming in, the more paying clients you\u2019ll have (assuming you\u2019re able to close a reasonable percentage of earnest prospects!). And, without a doubt, those who can see the actual coaching management portal you\u2019re using are more likely to pay \u2013 they\u2019ve gotten a tangible idea of what your coaching will look like, and they know it ain\u2019t just a notebook and a phone call.<br \/><br \/>Our intent is that the clients you attract via Offerings are every bit as worth adding to your roster as those you add directly.<\/div><br \/><div>For some in depth strategy on how to reliably do this, we recommend the webinar titled Wowing Prospects Into Clients:<\/div><div><a href=\"https:\/\/www.coachaccountable.com\/webinars\/wowing-prospects-into-clients\" target=\"_blank\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/wowingprospectsintoclients.jpg\" class=\"center\" width=\"1000\" height=\"694\" alt=\"wowingprospectsintoclients.jpg\" \/><\/a><br \/><\/div><br \/><div>\n<\/div><div><br \/><h3>But what if they\u2019re not?<\/h3>If any of these \u201cpotentials\u201d aren\u2019t viable clients, you can, with just a few clicks, <a href=\"clients\/deactivating\" class=\"toArticle\">deactivate<\/a> them at any time. This will preserve their data so that if, in a few months, they decide to pursue coaching with you, their transition will be seamless.<br \/><br \/>These clients only affect your subscription price IF they happen to bump you over your current plan\u2019s <a href=\"FAQs\/billingLevelquestion\" class=\"toArticle\">limit<\/a>,&nbsp;and&nbsp;you stay at the new level on your billing date.<br \/><br \/>At the end of the day, Offerings allow you not only to let your would-be clients book with you, but also to show off what sort of experience they\u2019re really going to have working with you.<br \/><br \/>That they are full-fledged clients within your account is ultimately a good thing.<\/div>","inAppPage":"","searchTermSet":["Do clients who sign up via an Offering \"count\"?","Do clients who book via Offerings count toward my subscription?","Do prospective clients count?","Am I billed for clients who don't commit to coaching?","Are prospective clients active clients?","Is a prospect a real client?"],"reducedSearchTermSet":["client who sign up vium offer \"count\"","client who book vium offer count toward subscript","prospect client count","am bill client who don't commit coach","ar prospect client activ","prospect real client"],"relatedTopicSet":[""],"ID":"307","ParentID":"130"},"worksheets\/formBased\/computedValues":{"slug":"computedValues","slugPath":"worksheets\/formBased\/computedValues","name":"Form-Based Computed Values","article":"<font><span style=\"font-size:14px;\">A computed value allows you to input formulas that include other form fields on your&nbsp;<\/span><\/font><a href=\"worksheets\" class=\"toArticle\">Worksheet<\/a>,&nbsp;<font><span style=\"font-size:14px;\">based on explicit number values your clients enter or choose, as well as&nbsp;<\/span><a href=\"worksheets\/formBased\/inferredValues\" class=\"toArticle\">number values that can be inferred<\/a><span style=\"font-size:14px;\">.&nbsp;&nbsp;<\/span><\/font><span style=\"margin:0px;padding:0px;\"><span style=\"font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;\">That means you can automatically calculate averages, sums, and so on.&nbsp; Such computed values can also be&nbsp;<\/span><a href=\"\">piped into Metrics<\/a><span style=\"font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;\">.<\/span><\/span><div><br \/><\/div><div><font><span style=\"font-size:14px;\">Let's take a look at one in action...<\/span><\/font><\/div><div><br \/><\/div><div><font><span style=\"font-size:14px;\">I'd like to know how a given client feels on average about a topic on this Worksheet.<\/span><\/font><\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-03-31_at_4.55.34PM.png\" height=\"1055\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-03-31_at_4.55.34PM.png\" \/><\/div><div><font><span style=\"font-size:14px;\">I've already got three questions that address that opinion, so I will take the average of these to get the person's general feeling.<\/span><\/font><\/div><div><br \/><\/div><div><br \/><\/div><h3><font><span style=\"font-size:14px;\"><strong>Create Fields First<\/strong><\/span><\/font><\/h3><div><font><span style=\"font-size:14px;\"><strong>Step 1 is to create the&nbsp;<\/strong><\/span><\/font><a href=\"worksheets\/formBased\" class=\"toArticle\">form-based fields<\/a><font><span style=\"font-size:14px;\"><strong>&nbsp;you'll use in the computed value.<\/strong> Basically, the system has to know what it's supposed to add\/subtract\/multiply\/divide. It's like baking: you can't start with the step that says \"mix all the ingredients into the bowl\" without knowing what the ingredients are.&nbsp;<\/span><\/font><\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-03-31_at_5.05.04PM.png\" height=\"171\" width=\"999\" class=\"center\" alt=\"Screenshot_2025-03-31_at_5.05.04PM.png\" \/><\/div><div><br \/><\/div><div><strong>Step 2 is to create a computed value<\/strong>. Use the Form Items button on the toolbar, the same way you did for the other form fields.<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-03-31_at_5.09.59PM.png\" height=\"955\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-03-31_at_5.09.59PM.png\" \/><\/div><div>See the options for values to include in this formula, those clickable green links? They are all from the same Worksheet I'm working on. That's why it's so important to create these fields in advance.<\/div><div><br \/><\/div><div>Now, just click on any of those to add it to your formula.&nbsp;<\/div><div><br \/><\/div><div>Since I want the average, I need to add the three fields together, then divide by three. CA know PEMDAS, so using parentheses makes usre that the adding gets done before the dividing.<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-03-31_at_5.08.42PM.png\" height=\"1027\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-03-31_at_5.08.42PM.png\" \/><\/div><div>I don't want my client to see this field because I only want to use it to pipe into a Metric (another reason you may not want clients to see the computed value is if you're just keeping this number for yourself), so I leave the 'Visibility' box unchecked.&nbsp;<\/div><div><br \/><\/div><div>You can always run a report on just this field by using the&nbsp;<a href=\"reports\/dataLab\/singleField\" class=\"toArticle\">Data Lab Single Field<\/a>&nbsp;reporting function.<\/div><div><br \/><\/div><div>You'll name this field as well. The name should be something you'd use as a title in a spreadsheet column.&nbsp;<\/div><div><br \/><\/div><div>Let's build a Metric that&nbsp;<a href=\"metrics\/setup\/pipingInFromWorksheets\" class=\"toArticle\">pipes in the data<\/a>&nbsp;from this computed value field.<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Picture1.png\" height=\"585\" width=\"1000\" class=\"center\" alt=\"Picture1.png\" \/><\/div><div>And voila! You've got magically appearing Metric data from a question your client didn't even know she answered.&nbsp; By the same token, it's often nice to have a computed value show right within the Worksheet.&nbsp; That value will magically update itself as your client fills out the other parts of the worksheet that are part of the formula. This can be nice for a total score that grows as your client answers the questions.&nbsp;<\/div><div><br \/><\/div><div><br \/><\/div><h2>Which functions can a CA computed value do?<\/h2><div>Pretty much any valid mathematical expression of arithmetic will work! This includes:<\/div><div><div><ul><li>Addition<\/li><li>Subtraction<\/li><li>Multiplication<\/li><li>Division<\/li><li>Parentheses<\/li><li>Exponents<\/li><\/ul><div><div><br \/><\/div><h3>Advanced: Ternary Logic Operators<\/h3><div>With a little bit of fancy formula writing, you can make a poor man's version of an auto scoring quiz.<\/div><div><br \/><\/div><div>Say, for example, you've got an input named <em>question1<\/em>.&nbsp; It's a radio button Form Input with multiple choice options, and the 3rd option is the correct one.<\/div><div><br \/><\/div><div>To give, say, 5 points for getting that right in the Computed Value final score, you would put (question1 == 3 ? 5 : 0) as part of the formula.<\/div><div><br \/><\/div><div>Add up one of such terms for each question of the quiz and you'll have CA compute a score.&nbsp; If you make that Computed Value a hidden one, clients won't be able to see how choosing a given answer over another affects their score, and instead can reveal it as a&nbsp;<a href=\"reflections\" class=\"toArticle\">Reflection value<\/a>&nbsp;in subsequent content.<\/div><\/div><\/div><div><br \/><\/div><div><br \/><\/div><h3>Computed Value Formula Errors<\/h3><div>If the formula you've typed is invalid (perhaps some parentheses don't match up or you've got a typo in your input names), the system will let you know immediately so you can make corrections.<\/div><\/div><div><br \/><\/div>","inAppPage":"","searchTermSet":["Form-Based Computed Values","Can I relate form fields to each other?","Can my Worksheet do functions?","Can my Worksheet calculate totals?","Can a Metric calculate a total?","What kind of math can a CoachAccountable Worksheet do?","Can I automatically add, divide, multiply, or subtract in a Worksheet?","Formula","Multiplication","How to add sum","How to sum numbers"],"reducedSearchTermSet":["form base comput valu","can relat form field each other","can worksheet function","can worksheet calcul total","can metric calcul total","what kind math can coachaccount worksheet","can automat add divid multipli or subtract in worksheet","formula","multipl","add sum","sum number"],"relatedTopicSet":["metrics\/setup\/pipingInFromWorksheets","worksheets\/formBased"],"ID":"308","ParentID":"68"},"engagements\/templates":{"slug":"templates","slugPath":"engagements\/templates","name":"Engagement Templates","article":"<div><p>Engagement Templates are your way of defining your standard packages.&nbsp; You can of course setup an Engagement with a given client however you like, but it's quite likely you'll have have one or more standard types of engagements.&nbsp; Templates allow you to define those once and use them again and again.<\/p>\n<p>&nbsp;<\/p>\n<p>You will be able to set up your Engagement Templates in Business Center &gt;&gt; Setup &gt;&gt; Engagement Config.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_1.17.11pm.png\" height=\"608\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-02_at_1.17.11pm.png\" \/>\n<p>To start a new Engagement Template click the +Engagement Template at the top right.<\/p>\n<p>&nbsp;<\/p>\n<p>An Engagement Template is broken into 4 sections: <strong>Basics, Rules, Notifications,<\/strong> and <strong>Invoicing Plan<\/strong>.<\/p>\n<p>&nbsp;<\/p>\n<\/div><div><h2><span style=\"font-weight:normal;\">Basics<\/span><\/h2><p>First give your Engagement Template a simple, descriptive name. The client may see this name if you create a client-facing notification (more on that later).<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_1.21.32pm.png\" height=\"592\" width=\"857\" class=\"center\" alt=\"screenshot_2024-05-02_at_1.21.32pm.png\" \/><p>&nbsp;<\/p>\n<p>For&nbsp;<a href=\"teamEdition\" class=\"toArticle\">Team Edition<\/a>&nbsp;accounts, you'll choose who should generally manage this type of Engagements.&nbsp; This is the coach to whom coach notifications will go (things like, \"Here's how the Engagement is progressing\").&nbsp; Note that, like everything else here, you can change this for a particular Engagement with a given client - you're just setting the default here.<\/p>\n<p>&nbsp;<\/p>\n<p>Next, set a duration for this type of Engagement (or they can be set to run with no particular end date, i.e. until the allocation is used up).<\/p>\n<p>&nbsp;<\/p>\n<p>The allocation of an Engagement is given by the total hours OR the number of&nbsp;<a href=\"appointments\" class=\"toArticle\">appointments<\/a>.&nbsp; If your appointments are all one hour long, these are equivalent.&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>However, if some of your sessions are, say, an hour and some 30 minutes, measuring by hours may be more appropriate.<\/p>\n<\/div><div>\n<br \/><\/div><h2><span style=\"font-weight:normal;\">Rules&nbsp;<\/span><\/h2><div><p>There are 2 types of rules to set: rules that govern WHICH appointments should count towards (the allocation of) an Engagement, and whether or not a client is allowed to schedule in excess of the allocation.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_1.28.20pm.png\" height=\"648\" width=\"868\" class=\"center\" alt=\"screenshot_2024-05-02_at_1.28.20pm.png\" \/>\n<p>Filtering by appointment duration can be handy - say you offer quick 15-minute check-ins at no additional cost. In that case you could set this to only count sessions that are between 16 and 180 minutes.<\/p>\n<p>&nbsp;<\/p>\n<p>Should&nbsp;<a href=\"groups\/groupItems\/appointments\" class=\"toArticle\">Group Appointments<\/a>&nbsp;that your client attends count towards the allocation, or just the one-on-one's?&nbsp; You decide.<\/p>\n<p>&nbsp;<\/p>\n<p>Finally, if you really want to get into the nitty gritty details of which appointments count, you can carve out exceptions (or define specific inclusions) based on appointment name.<\/p>\n<p>&nbsp;<\/p>\n<p>You can, for example, count ONLY appointments with certain names (perhaps only 'Weekly Call' and 'Monthly Call' count, but 'Mastermind Call' and all your other types of calls don't).&nbsp; Or you only count appointments that do NOT have certain names (e.g. 'Free Intro Call' should always be free, but all other types can count toward this Engagement if not ruled out by our settings above). Partial matches count, so you can type in just one of the words that's in the appointment type's name. 'Free' will therefore filter out my 'Free Intro Call', as well as any other&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">appointment types<\/a>&nbsp;that contain the word 'Free'.<\/p>\n<br \/><\/div><h2><span style=\"font-weight:normal;\">Notifications<\/span><\/h2><div><p>The sending of notifications is triggered based on how many appointments have been scheduled, actually occurred, or been successfully verified for this person, relative to the allocation.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_1.29.47pm.png\" height=\"663\" width=\"918\" class=\"center\" alt=\"screenshot_2024-05-02_at_1.29.47pm.png\" \/><p>&nbsp;<\/p>\n<p>Choose to notify either the coach or the client when the number of hours\/appointments reaches a certain threshold. If you've measured your allocation in hours, the threshold shows in hours; if measuring by number of appointments, the threshold is measured in appointments.<\/p>\n<br \/><\/div><div>The setting here is a fairly simple sentence you can construct to your liking.<\/div><br \/><h3>For Allocation-Based and Time-Based Notifications<\/h3><div>\n<p>Working from the total allocation set in the Basics tab (2 appointments in this example), a little arithmetic tells us this is basically saying: \"Send me a text notification when 1 appointment has been scheduled.&nbsp; At that time, I'll see all the ones that we've had.&nbsp; Now I can do whatever I need to do related to that.\"<\/p>\n<p>Additionally, we can send notifications to the client.&nbsp; If you get within two of the allocation, for example, your notification might convey something to the effect of, \"Hey, we only have two more sessions left.&nbsp; I hope it's going well so far.&nbsp; Let me know if you want to book another package.\"<\/p>\n<p>&nbsp;<\/p>\n<h3>Schedule Nudge<\/h3>\n<p>Note the third flavor of Engagement notification: Schedule Nudge.<\/p>\n<p>A Schedule Nudge will&nbsp;<strong>notify you or your client when it\u2019s been a certain number of days since the last appointment<\/strong>, specifically&nbsp;<strong>when there\u2019s still nothing else scheduled on the calendar<\/strong>. Setting these serves to alert you (or your client) when things are ostensibly stalled out in your coaching relationship and prompt scheduling of the next session, and you can use this to keep the momentum in the coaching relationship going. The automated nature of these nudges means the system can step in so you don\u2019t have to.<\/p>\n<p>&nbsp;<\/p>\n<h2><span style=\"font-weight:normal;\">Invoicing Plan<\/span><\/h2><\/div><div><p>As part of an Engagement, CoachAccountable will generate, send, and automatically collect payment on&nbsp;<a href=\"clientInvoicing\" class=\"toArticle\">invoices<\/a>&nbsp;(when possible) on a recurring basis, just perfect for offering any sort of&nbsp;<a href=\"clientInvoicing\/scheduling\" class=\"toArticle\">subscription or installment billing<\/a>&nbsp;for your services.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_1.31.24pm.png\" height=\"1091\" width=\"800\" class=\"center\" alt=\"screenshot_2024-05-02_at_1.31.24pm.png\" \/><p>The invoicing plan is defined a single or a series of invoices (sent on whichever recurring schedule you like), with whatever delay of the first invoice.&nbsp; Set up the invoice(s) that should be issued as one or more line items, with or without tax applied.<\/p>\n<p>&nbsp;<\/p>\n<p>And that's it!&nbsp; You can create one or more Engagement Templates to use over and over for the types of coaching packages you offer.<\/p>\n<\/div>","inAppPage":"engagements","searchTermSet":["Engagement Templates","How do I set up an engagement?","What if I use the same engagement for most clients?","Can an engagement be customized?","What are the parts of an engagement?","Add one when invoice is paid","Allocation"],"reducedSearchTermSet":["engag templat","_0 set up engag","what if us same engag most client","can engag be custom","what ar part engag","add on invoic paid","alloc"],"relatedTopicSet":["appointments","groups\/groupItems\/appointments","engagements\/engagementEnrollment"],"ID":"312","ParentID":"311"},"engagements\/engagementEnrollment":{"slug":"engagementEnrollment","slugPath":"engagements\/engagementEnrollment","name":"Engagement Enrollment","article":"<p>You can manually enroll clients into an Engagement two ways within CoachAccountable.<\/p>\n<p>&nbsp;<\/p>\n<p>The first is from your Business Center &gt;&gt; Engagements. Here you are able to click the + from the left menu or the +Engagement button at the top right to get things started:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-30_at_11.19.34am.png\" height=\"435\" width=\"999\" class=\"center\" alt=\"screenshot_2024-04-30_at_11.19.34am.png\" \/><\/div>\n<p>&nbsp;<\/p>\n<p>Choose the Client from the first dropdown, then choose<span>&nbsp;from your&nbsp;<\/span><a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/engagements\/templates\" class=\"toArticle\" target=\"_blank\">Engagement Templates<\/a><span>&nbsp;(you're also free to start from scratch) from the second dropdown.&nbsp;<\/span><\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-30_at_11.24.49am.png\" height=\"435\" width=\"999\" class=\"center\" alt=\"screenshot_2024-04-30_at_11.24.49am.png\" \/><\/div>\n<p>&nbsp;<\/p>\n<p>The second way is from your listing of active clients. You'll notice a <strong>handshake icon<\/strong>&nbsp;on the right hand side for each client (next to the gear icon and&nbsp;<a href=\"clients\/exporting\" class=\"toArticle\">download<\/a>&nbsp;button).&nbsp;&nbsp;<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-30_at_11.21.33am.png\" height=\"650\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-04-30_at_11.21.33am.png\" \/><\/div><p><span>Click the handshake to bring up that client's&nbsp;<\/span><a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/engagements\" class=\"toArticle\" target=\"_blank\">Engagements.<\/a>&nbsp;Then click +Engagement to choose from your Engagement Templates ( or create a new one from scratch):<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-30_at_11.29.29am.png\" height=\"687\" width=\"777\" class=\"center\" alt=\"screenshot_2024-04-30_at_11.29.29am.png\" \/><\/div>\n<p>Word of caution: it's recommended that a client only be in one Engagement at a time. So if your client is already in an Engagement, think about either closing that one out or&nbsp;<a href=\"engagements\/modifying\" class=\"toArticle\">modifying it<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<h2>Starting an Engagement<\/h2>\n<p>Regardless of where you begin the process of enrolling a client, once you've chosen the client and the template...the enrollment process is the same.<\/p>\n<p>&nbsp;<\/p>\n<p>Make sure to get everything the way you like it and hit the <em>Create<\/em> button below.<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-30_at_11.31.09am.png\" height=\"675\" width=\"895\" class=\"center\" alt=\"screenshot_2024-04-30_at_11.31.09am.png\" \/><\/div><div>\n<br \/><\/div><div>Once an Engagement is created, you'll be able to see a couple new things. Firstly, in this area (found by clicking on the handshake icon for that client) you'll have this easy-to-view display of the entire Engagement.<br \/><\/div><br \/>\n<p>The sections entitled <strong>Invoices, Appointments<\/strong>, and <strong>Notifications<\/strong> can all be expanded or collapsed using the arrows on the right side.<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-30_at_12.17.26pm.png\" height=\"628\" width=\"999\" class=\"center\" alt=\"screenshot_2024-04-30_at_12.17.26pm.png\" \/><\/div><div>Back in the client listing (and near the avatar of a given client's Client Page), you'll now see a progress bar. It'll show a breakdown of requested, approved and verified appointments so you can, at a glance, gather how far along that client is in an Engagement (relative to the allocation). Hover over any piece of the progress bar to find out exactly what it means.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-30_at_12.18.14pm.png\" height=\"501\" width=\"766\" class=\"center\" alt=\"screenshot_2024-04-30_at_12.18.14pm.png\" \/><\/div><div>You can sort your client list by Engagement, too. Just click on the sort arrow and choose Engagement. Clients who are not in an Engagement will be at the bottom of the list.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-30_at_12.18.58pm.png\" height=\"504\" width=\"795\" class=\"center\" alt=\"screenshot_2024-04-30_at_12.18.58pm.png\" \/><\/div><br \/>","inAppPage":"","searchTermSet":["Engagement Enrollment","How do I put someone into an Engagement?","How can I add a client to an Engagement?","Is my client in an Engagement?","Send new Engagement","Start new Engagement","Client Engagement","Add client to Engagement"],"reducedSearchTermSet":["engag enrol","_0 put someon into engag","_0 add client engag","client in engag","send new engag","start new engag","client engag","add client engag"],"relatedTopicSet":[""],"ID":"313","ParentID":"311"},"engagements\/engagementBasics":{"slug":"engagementBasics","slugPath":"engagements\/engagementBasics","name":"Basic Options","article":"<h3>Basic Options<\/h3><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_2.42.20pm.png\" height=\"574\" width=\"999\" class=\"center\" alt=\"screenshot_2024-05-01_at_2.42.20pm.png\" \/><\/div>\n<div>\n<\/div>\n<div>\nThe first option you have in the setup of your Engagements pertains to how and when your clients are allowed to schedule&nbsp;<a href=\"appointments\" class=\"toArticle\">appointments<\/a>&nbsp;with you.&nbsp; This may seem its own separate subject, but there's a reason for its inclusion here.<\/div><div>&nbsp;<\/div>\n<p>Having a client set up in an Engagement means there are some rules about scheduling appointments with that client: the question \"does this client have any sessions left?\" has an answer.<\/p>\n<p>&nbsp;<\/p>\n<p>You have three choices:<\/p>\n<ul><li><strong>Never allowed<\/strong>: This means you, as coach, will always be responsible for booking appointments with clients.<\/li><li><strong>Allowed only within the limits of an Engagement<\/strong>: This means that any client who's NOT been added to an engagement will not be able to request appointments with you.&nbsp; In other words, a client must be in an active Engagement with you in order to be given the privilege of scheduling with you.<\/li><li><strong>Allowed unless and Engagement says otherwise<\/strong>: This means appointment requesting is generally available (per the rules of the&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">Appointment Types<\/a>&nbsp;you offer, of course!) to clients UNLESS they have <em>ever been set up in an Engagement<\/em>.&nbsp; Once that's the case, the rules of the Engagement (with respect to hours allocated and the date range) dictate whether or not a given client is allowed to schedule an appointment with you.&nbsp;This is a great option if you're transitioning from not using Engagements to using them, or if you will generally not be using Engagements (because you wouldn't want your lack of using Engagements to short circuit clients' ability to book with you).<\/li><\/ul>\n<p>Here's a fun little trick that this setting makes possible and is not exactly related to Engagements: notice how it says this setting <em>can be overridden on a per-client basis<\/em>?&nbsp; That means you can segment your clients in a particular way, separating, for example, those who have only purchased a group coaching experience with you from those who have upgraded to the one-on-one plan (such a tiered offering is a powerful structure for a coaching business, you should consider doing it if you don't already!).<\/p>\n<p>&nbsp;<\/p>\n<p>The next setting is to do with&nbsp;<a href=\"engagements\/engagementsPastAppointmentsVerification\" class=\"toArticle\">marking appointments as <strong>Verified<\/strong><\/a>: you can do this manually, but the system will automatically do so if you choose.&nbsp; Verified (or not) is essentially your way of telling CoachAccountable that \"yes, this appointment DOES count towards the allocation of hours\" or \"no, it doesn't\". &nbsp;Your decision on this front will usually lie with how you manage cancelled\/rescheduled appointments or no-shows.<\/p>","inAppPage":"","searchTermSet":["Basic Options","How many sessions does my client have left?","How can I track how many sessions are left?","How can I track a package of coaching appointments?","How many appointments does my client have left?","My client paid for a package of sessions. How many are left?","Where do I set an Engagement's allocation?","What is the Engagement allocation?"],"reducedSearchTermSet":["basic option","mani session do client have left","_0 track mani session ar left","_0 track packag coach appoint","mani appoint do client have left","client paid packag session mani ar left","_0 set engagement' alloc","what engag alloc"],"relatedTopicSet":[""],"ID":"314","ParentID":"311"},"engagements\/engagementNotificationTemplate":{"slug":"engagementNotificationTemplate","slugPath":"engagements\/engagementNotificationTemplate","name":"Engagement Notification Message","article":"<p>As we saw in the setup of Templates, Engagements can be set to send notifications to your clients about the progress as it unfolds.&nbsp; To customize the language of these notifications go to<em> Settings &gt;&gt; System &gt;&gt;&nbsp;<a href=\"settings\/messageTemplates\" class=\"toArticle\">Message Templates<\/a><\/em>. The two that concern Engagements are called:&nbsp;\"Engagement Progress Notification\" and \"Engagement Schedule Nudge Notification.\"&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>Here's the <strong>Engagement Progress Notification<\/strong>:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/engagementprogressnotification.png\" height=\"696\" width=\"837\" class=\"center\" alt=\"engagementprogressnotification.png\" \/><\/div>\n<p>Notice the available magic tags. [appointmentListing] shows the client a neat little table with all the previous&nbsp;<a href=\"appointments\" class=\"toArticle\">appointments<\/a>&nbsp;that have counted toward the allocation so far. This helps ensure you don't run into any surprises if a client's unsure which sessions have been part of the package.<\/p>\n<p>&nbsp;<\/p>\n<p>When one or more&nbsp;<a href=\"clientInvoicing\" class=\"toArticle\">invoices<\/a>&nbsp;exists for the Engagements, [invoiceListing] shows a neat little table listing the invoices and any outstanding balances.&nbsp; Invoices with outstanding balances will come with a link by which your client can go pay the invoice.<\/p>\n<p>&nbsp;<\/p>\n<p>Here's what it looks like in an email (subject line is 'Progress update for your Monthly Individual Coaching Engagement', where Monthly Individual Coaching is the name of my Engagement).<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/sampleengagementprogressemail.png\" height=\"852\" width=\"655\" class=\"center\" alt=\"sampleengagementprogressemail.png\" \/><\/div>\n<p>Similarly, a <strong>Schedule Nudge<\/strong> will notify you or your client when it\u2019s been a certain number of days since the last appointment, specifically when there\u2019s still nothing else scheduled on the calendar.<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/engagementschedulenudgenotification.png\" height=\"568\" width=\"839\" class=\"center\" alt=\"engagementschedulenudgenotification.png\" \/><\/div>","inAppPage":"","searchTermSet":["Engagement Notification Message","How can I automatically check in with clients?","Can I automate sales emails?","How can I let a client know their package is expiring?","Can I get an update when a client's almost done with a package?","Can I automatically tell a client to schedule with me?","Schedule Nudge"],"reducedSearchTermSet":["engag notif messag","_0 automat check in with client","can autom sale email","_0 let client know their packag expir","can get updat clients' almost done with packag","can automat tell client schedul with me","schedul nudg"],"relatedTopicSet":["appointments","groups\/groupItems\/appointments","settings\/messageTemplates","clientInvoicing"],"ID":"315","ParentID":"311"},"engagements\/engagementsPastAppointmentsVerification":{"slug":"engagementsPastAppointmentsVerification","slugPath":"engagements\/engagementsPastAppointmentsVerification","name":"Past Appointments & Verification","article":"<p>When you verify an&nbsp;<a href=\"appointments\" class=\"toArticle\">appointment<\/a>, you mark that it indeed&nbsp;<strong>counts<\/strong>: i.e. the session did occur, or maybe the client cancelled but it was too close to the appointment, or it was a no show. Since everyone's cancellation policy is different, and unexpected circumstances happen with both coaches and clients, the system lets you explicitly mark an appointment as verified or not.<\/p>\n<br \/><p>Here's what this looks like when viewing the Appointments of an Engagement:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/engagement-appointmentverifiedstatus.png\" height=\"626\" width=\"829\" class=\"center\" alt=\"engagement-appointmentverifiedstatus.png\" \/>\n\n\n\n<p>&nbsp;<\/p>\n<h3>Requested, Accepted, Verified<\/h3><p>These designations are intended to make the functionality of Engagements smart and busywork-free on your part.<\/p>\n\n<ul><li>A <strong>requested<\/strong> appointment is one a client has requested but you haven't yet accepted. In Settings &gt;&gt;&nbsp;<a href=\"appointments\" class=\"toArticle\">Appointment Config<\/a>, you have the option to allow clients to request to schedule with you. These requests can be either automatically accepted, or stay as requests for you to approve.<\/li><li>An <strong>accepted<\/strong> appointment is one that is no longer considered just a request, but one that coach has confirmed is actually happening.&nbsp; (When you, the coach, are the one setting the appointment, it is naturally deemed accepted).<\/li><li>A <strong>verified<\/strong> appointment is one you've marked (or has automatically been marked) as indeed counting toward the allocation.&nbsp; If they're set to automatically verify, they'll do so as scheduled UNLESS the appointment is cancelled beforehand (similarly, appointment requests that are never actually accepted won't be automatically marked as verified).<\/li><\/ul>\n<p>&nbsp;<\/p>\n<p>Recall the Notification settings (both for Templates and actual Engagements): they are dependent on the total verified, requested, or accepted appointments.<\/p>","inAppPage":"","searchTermSet":["Past Appointments & Verification","What is a verified appointment?","How do I verify an appointment?","What if an appointment was cancelled?","What if my client is a no-show?","What's the difference between accepted, requested, and verified?","How do I show a client the list of past appointments?","Apply appointments to engagement","What does verified mean?"],"reducedSearchTermSet":["past appoint & verif","what verifi appoint","_0 verifi appoint","what if appoint wa cancel","what if client no show","what' differ between accept request and verifi","_0 show client list past appoint","appli appoint engag","what do verifi mean"],"relatedTopicSet":["appointments\/types"],"ID":"316","ParentID":"311"},"engagements\/engagementsWithOfferings":{"slug":"engagementsWithOfferings","slugPath":"engagements\/engagementsWithOfferings","name":"Engagements & Offerings","article":"<div><a href=\"offerings\" class=\"toArticle\">Offerings<\/a>&nbsp;are a great way to sell coaching packages right from your website.<\/div><br \/><div>By making an Engagement part of your Offering, you can effectively sell a package of coaching sessions, AND make payment plan options available to your clients.<\/div><br \/><div>To make an Engagement part of your Offering, visit the Engagement Component, tick the box, and choose one of your Engagement Templates:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/offering-engagement.png\" class=\"center\" width=\"886\" height=\"694\" alt=\"offering-engagement.png\" \/><\/div><br \/><div>Engagements (and Engagement Templates) can entail an Invoicing Plan.&nbsp; That plan consists of price, recurrence (if any), and an optional delay in when the first invoice should be issued.<br \/><\/div><br \/><div>If you choose an Engagement Template that entails an immediate invoice, THAT will determine the price of the Offering (rather than risk the redundancy of having a price tag for the Offering AND an immediate invoice for the Engagement!).<\/div><br \/><div>The \"entails immediate invoice...\" portion of the Engagement Template hints when this is the case.&nbsp; When one such template is chosen, the Price controls for the Offering update accordingly:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/offering-engagementgovernedprice.png\" class=\"center\" width=\"886\" height=\"694\" alt=\"offering-engagementgovernedprice.png\" \/><\/div><br \/><div>If you have Stripe or Square set as your <a href=\"clientInvoicing\/onlinePayments\" class=\"toArticle\">payment processor<\/a>, you'll see an additional option on the Price page:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/offering-storecreditcardoption.png\" class=\"center\" width=\"328\" height=\"125\" alt=\"offering-storecreditcardoption.png\" \/><\/div><div>When your Offering consists of an Engagement that entails multiple&nbsp;<a href=\"clientInvoicing\" class=\"toArticle\">invoices<\/a>, it might be a good idea to require the client's credit card be stored on file for future invoices (i.e. the \"Always do so\" option as seen above).&nbsp; This is a great way to ensure you'll not be chasing down your clients to collect on invoices if it's a subscription or installment payment plan you're offering.&nbsp; If you use this, however, we suggest you make note of that specifically in the Offering's description, so as to be extra-transparent and respectful of your new clients.<\/div><br \/><div><h3>Payment Options: Installment Plans Available!<\/h3><p>Maybe you want to offer your clients options for a given coaching package: an installment plan or pay it all up front (and get a discount for it).&nbsp; To do this you would create an <a href=\"offerings\/collections\" class=\"toArticle\">Offering Collection<\/a> consisting of Offerings, each of which with their own pricing rules (given by the different Engagement Templates each is respectively tied to).<\/p>\n<br \/><p>In this example, you'd just set up one Offering paid monthly and a nearly-identical Offering paid all upfront, add a little description of how it's going to work, and create the Collection.<\/p>\n<p>&nbsp;<\/p>\n<p>Here's how that collection would look as a widget on your website:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/offering-engagementpaymentoptions.png\" class=\"center\" width=\"500\" height=\"385\" alt=\"offering-engagementpaymentoptions.png\" \/>\n<p>&nbsp;<\/p>\nYour clients get to choose the one they prefer, and CoachAccountable handles the rest.&nbsp; With payments on autopilot you're both better able to focus on the coaching.\n<\/div>","inAppPage":"offerings","searchTermSet":["Engagements & Offerings","How can I sell a coaching payment plan?","Can I set up a payment plan on my website?","Payment installment plans","Options for client payment arrangements","Can I store client credit cards?","Can a client's card be automatically charged?","How do I set up a monthly charge?"],"reducedSearchTermSet":["engag & offer","_0 sell coach payment plan","can set up payment plan on websit","payment instal plan","option client payment arrang","can store client credit card","can clients' card be automat charg","_0 set up monthli charg"],"relatedTopicSet":["offerings","offerings\/pricing","clientInvoicing"],"ID":"317","ParentID":"311"},"appointments\/sync":{"slug":"sync","slugPath":"appointments\/sync","name":"Calendar Sync","article":"<div>CoachAccountable syncs directly with Google Outlook, and iCal calendars.&nbsp;<\/div><div><br \/>Sync your calendar so that the system knows when you're actually free, to avoid double bookings, and to have your online calendar accurately reflect your schedule.<\/div><br \/><div><a href=\"appointments\/sync\/gCal\" class=\"toArticle\">How to sync with Google Calendar<\/a><br \/><\/div><div><a href=\"appointments\/sync\/outlook\" class=\"toArticle\"><\/a><div><a href=\"appointments\/sync\/outlook\" class=\"toArticle\">How to sync with Microsoft Outlook<\/a><\/div><div><a href=\"appointments\/sync\/iCal\" class=\"toArticle\">How to sync with Apple iCal<\/a><br \/><\/div><a href=\"appointments\/sync\/outlook\" class=\"toArticle\"><\/a><div><a href=\"appointments\/sync\/outlook\" class=\"toArticle\"><\/a><\/div><a href=\"appointments\/sync\/outlook\" class=\"toArticle\"><\/a><\/div><br \/><div>Do you use another online calendar? You'll need a two step process.&nbsp;<\/div><div>First set up the&nbsp;<a href=\"appointments\/sync\/other\/dataFeed\" class=\"toArticle\">Calendar Feed.<\/a><\/div><div>Then set up your&nbsp;<a href=\"appointments\/sync\/exceptions\" class=\"toArticle\">Availability Exceptions.<\/a><\/div><br \/><div><a href=\"appointments\/sync\/other\/import\" class=\"toArticle\">How to sync with another online calendar<\/a><br \/><\/div><div><br \/><\/div><h2>Privacy Considerations<\/h2><div>When you sync your calendar, you will then tell CoachAccountable WHICH of your calendars you would like it to read from (i.e. which calendars it should read from to accurately determine the complete picture of when you are free or not).<\/div><div><br \/><\/div><div>CA will in turn read from these calendars, and use the data found there to accurately offer options of when you are and aren't available.&nbsp; You may rest assured that the details on your calendars will NEVER be visible to anyone but yourself.&nbsp; You yourself may review what event data CA has pulled, and CA will cite ONLY TO YOU the specific reason you're not available for a given time as a handy bit of context.&nbsp; Everyone else will simple be told you have a conflict. :)<\/div>","inAppPage":"","searchTermSet":["Calendar Sync","How do I add my CoachAccountable appointments to Google Calendar?","How do I add my CoachAccountable appointments to Apple iCal?","How do I add my CoachAccountable appointments to Microsoft Outlook?","How do I add my CoachAccountable appointments to my online calendar?","How do I see my meetings in my other calendar?","How do I view my upcoming appointments in my online calendar?","Can CoachAccountable appointments show up in my external calendar?","How does calendar integration work?","How do I connect my calendar?","Who can view my events when I connect my calendar?","Calendar privacy considerations","Visibility of events for connected calendars"],"reducedSearchTermSet":["calendar sync","_0 add coachaccount appoint googl calendar","_0 add coachaccount appoint appl ical","_0 add coachaccount appoint microsoft outlook","_0 add coachaccount appoint onlin calendar","_0 see meet in other calendar","_0 view upcom appoint in onlin calendar","can coachaccount appoint show up in extern calendar","calendar integr work","_0 connect calendar","who can view event connect calendar","calendar privaci consider","visibl event connect calendar"],"relatedTopicSet":[""],"ID":"318","ParentID":"19"},"resourcePackages\/setup":{"slug":"setup","slugPath":"resourcePackages\/setup","name":"Resource Packages Setup","article":"<div>To set up a new resource package to&nbsp;<strong>share your materials with another coach <\/strong>(or move them to another account), first, go to <em>Settings &gt;&gt; Resource Packages &gt;&gt; My Packages<\/em>&nbsp;and click \"+ Package.\"<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_10.40.03am.png\" height=\"564\" width=\"999\" class=\"center\" alt=\"screenshot_2024-02-28_at_10.40.03am.png\" \/><\/div><div>Under <em>Basics<\/em>, enter a name for this package (the new coach will see this name).<\/div><br \/><div>Next, go to <em>Included Resources<\/em> to begin building your resource package.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_10.37.45am.png\" height=\"721\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-02-28_at_10.37.45am.png\" \/><\/div><div>Now, choose the resources you'd like to have copied into the new coach's account.<\/div><div>You can include any of the following:<\/div><div><ul><li><a href=\"courses\" class=\"toArticle\">Courses<\/a><\/li><li><a href=\"worksheets\/templates\" class=\"toArticle\">Worksheet Templates<\/a><\/li><li><a href=\"sessionNotes\/templates\" class=\"toArticle\">Session Note Templates<\/a><\/li><li><a href=\"engagements\/templates\" class=\"toArticle\">Engagement Templates<\/a><\/li><li><a href=\"offerings\" class=\"toArticle\">Offerings<\/a><\/li><li><a href=\"offerings\/collections\" class=\"toArticle\">Offering Collections<\/a><\/li><li><a href=\"sharingFiles\/libraryFiles\" class=\"toArticle\">Library Files<\/a><\/li><li><a href=\"appointments\/types\" class=\"toArticle\">Appointment Types<\/a><\/li><li><a href=\"agreements\" class=\"toArticle\">Agreements<\/a><\/li><\/ul>\n<p>&nbsp;<\/p>\n<div>Each choice in the list above has the option to select all that you've created or choose piecemeal. Your folder structure will show in the list to help you determine which items should be included. You do not need to include items from all categories.<\/div><\/div><br \/><h3>Sharing and Installing<\/h3><div>To share the resource package, close the package builder window. Then, from the list of your available packages, click \"Share this....\"&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_10.38.27am.png\" height=\"432\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-02-28_at_10.38.27am.png\" \/><\/div><div>You'll be provided with a link, which you can share with any coach. When clicked, the link will prompt the user to allow the installation of your resource package.&nbsp;<\/div><br \/><div>Note: if the coach has not yet signed up with CoachAccountable, he\/she will be asked to do so before installing the resource package.&nbsp;<\/div>","inAppPage":"resourcePackages::My Packages","searchTermSet":["Resource Packages Setup","How can I share resource packages?","Can I clone items from my account into another coach's?","Can I set up a franchise with CoachAccountable?","Can I share my coaching system?","Can I copy Worksheets to another coach?","How do I set up a resource package?","How can I share my files and templates with other coaches?"],"reducedSearchTermSet":["resourc packag setup","_0 share resourc packag","can clone item from account into anoth coach'","can set up franchis with coachaccount","can share coach system","can copi worksheet anoth coach","_0 set up resourc packag","_0 share file and templat with other coach"],"relatedTopicSet":[""],"ID":"325","ParentID":"324"},"appointments\/sync\/outlook\/problems":{"slug":"problems","slugPath":"appointments\/sync\/outlook\/problems","name":"Problem Syncing with Microsoft Outlook","article":"<div>If you aren't seeing your CoachAccountable appointments on your Outlook calendar, first double-check you've done&nbsp;<a href=\"appointments\/sync\/outlook\" class=\"toArticle\">the setup<\/a>&nbsp;correctly.&nbsp;<\/div><br \/><div>Next, make sure you're using the <strong>correct Outlook email address<\/strong>. If you have more than one, this could be the problem.<br \/><br \/><div>Then, check to make sure you're using the <strong>proper Outlook calendar<\/strong>. It's possible you are syncing with Outlook.com online, but NOT with your Outlook desktop calendar. Those are two separate pieces of software.&nbsp;<\/div><\/div><br \/><div><a href=\"https:\/\/support.office.com\/en-us\/article\/add-your-outlook-com-account-in-outlook-for-windows-642c1902-bdd9-4dc3-abe7-76d60b148b23?ocmsassetID=HA104025313&amp;CorrelationId=48c2c801-01cc-48c0-ab20-f688974aa32a&amp;ui=en-US&amp;rs=en-US&amp;ad=US\" target=\"_blank\">This article<\/a> from Microsoft may help.<\/div>","inAppPage":"","searchTermSet":["Problem Syncing with Microsoft Outlook","My Outlook calendar isn't syncing","Having problems with Outlook sync","I only see my Outlook calendar online","Outlook only syncing one way","Outlook calendar feed broken","Outlook calendar problems"],"reducedSearchTermSet":["problem sync with microsoft outlook","outlook calendar isn't sync","have problem with outlook sync","onli see outlook calendar onlin","outlook onli sync on wai","outlook calendar feed broken","outlook calendar problem"],"relatedTopicSet":["appointments\/sync\/outlook"],"ID":"331","ParentID":"319"},"FAQs\/print":{"slug":"print","slugPath":"FAQs\/print","name":"How can I print from CA?","article":"<div>While some items in CoachAccountable already have a print button (such as&nbsp;<a href=\"worksheets\" class=\"toArticle\">Worksheets<\/a>,&nbsp;<a href=\"sessionNotes\" class=\"toArticle\">Session Notes<\/a>,&nbsp;<a href=\"journalEntries\" class=\"toArticle\">Journals<\/a>, and&nbsp;<a href=\"whiteboards\" class=\"toArticle\">Whiteboards<\/a>), you can also print from anywhere within CoachAccountable.<\/div><br \/><div>For PC users, press Alt+Shift+P<br \/><\/div><br \/><div>For Mac Users, press Command + P<\/div><br \/><div><span style=\"color:rgb(74,74,74);\">The system will smartly load up whichever section you've currently got open for printing.&nbsp;<\/span><br \/><\/div><br \/><div>You can then choose to print to PDF or send to your printer.&nbsp;<\/div>","inAppPage":"","searchTermSet":["How can I print from CA?","How can I print?","Where do I print? ","Is there a way to print?","Can I send information to my printer?"],"reducedSearchTermSet":["_0 print from ca","_0 print","_0 print","there wai print","can send inform printer"],"relatedTopicSet":["worksheets","journalEntries","sessionNotes","whiteboards","clients\/happeningsreports"],"ID":"332","ParentID":"130"},"FAQs\/namedDataFields":{"slug":"namedDataFields","slugPath":"FAQs\/namedDataFields","name":"Why name Form Items?","article":"<div>When building&nbsp;<a href=\"worksheets\/formBased\" class=\"toArticle\">Form-Based Worksheets<\/a>, the key activity is the adding of <strong>Form Items<\/strong>, i.e. the very text areas, check boxes, drop-down menus (and others) that constitute the actual filling out of that form.<\/div><br \/><div>And as part of those <strong>Form Items<\/strong>, you can opt to give any given one a <strong>name<\/strong>:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/formitems-naming.png\" height=\"160\" width=\"552\" class=\"center\" alt=\"formitems-naming.png\" \/><\/div><br \/><div>Why would you bother?<\/div><br \/><div>When you name a Form Item, you then have a handle for referring to responses that get recorded as your clients fill out that particular part of that Worksheet.<br \/><\/div><br \/><div>Such responses can subsequently be used for any of the following purposes:<\/div><div><ol><li>As a value that can be <a href=\"metrics\/setup\/pipingInFromWorksheets\" class=\"toArticle\">piped into a Metric<\/a><\/li><li>As a value used to <a href=\"worksheets\/formBased\/computedValues\" class=\"toArticle\">compute another value<\/a> (in the same worksheet)<\/li><li>As a field that can be reported on in the <a href=\"reports\/dataLab\" class=\"toArticle\">Data Lab<\/a><\/li><li>As a response that can subsequently be inserted into other content via <a href=\"reflections\" class=\"toArticle\">Reflections<\/a><\/li><\/ol>\n<p>It's nice to be able to skip naming a given form input if the answers your clients will enter will <em>only be useful as part of that Worksheet<\/em>.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>But<\/strong> if that data could be useful in other contexts, by all means give it a name!<\/p>\n<\/div>","inAppPage":"","searchTermSet":["Why name Form Items?","Named Fields","Named Inputs","Naming your inputs","Named form inputs","Naming your inputs in Form-Based Worksheets"],"reducedSearchTermSet":["why name form item","name field","name input","name your input","name form input","name your input in form base worksheet"],"relatedTopicSet":[""],"ID":"334","ParentID":"130"},"FAQs\/referralprogram":{"slug":"referralprogram","slugPath":"FAQs\/referralprogram","name":"Does CoachAccountable have a referral program?","article":"<div>Yes, CoachAccountable has a referral program.&nbsp;<\/div><br \/><div>You'll earn 50% of a customer's first monthly payment, plus 5% of that customer's future monthly fees for as long as their account remains open.<\/div><br \/><div><h2>How it Works<\/h2><div>When someone signs up to CoachAccountable through one of your referral links, you are credited as the referral partner who referred them. You earn 50% of their initial payment and then 5% of every monthly subscription fee they pay on that account. In fact, if someone clicks through your link and does not sign up immediately, the system will remember that you sent them and credit your account if they sign up within 30 days.<\/div><br \/><h2>How Often You Get Paid<\/h2><div>You will be paid every 30 days as long as your referral earnings reach $100. If you haven't earned $100 since your last payment at that time, we'll pay you 3 days after you've crossed the threshold. Once we have paid you, the 30 days will begin again. All payments are made via PayPal.<\/div><\/div><br \/><h2>How to Get Started<\/h2><div><strong>Click on your name &gt;&gt; My Account &gt;&gt; Referral Program.&nbsp;<\/strong><\/div><br \/><div>You also have the ability to share your content with other coaches.&nbsp;<\/div><div><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;background-color:rgb(255,255,255);\">You can include any of the following from within your own account:<\/div><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;background-color:rgb(255,255,255);\"><ul style=\"margin:10px 0px;padding:0px;border:0px;vertical-align:baseline;\"><li style=\"margin:0px 0px 0px 15px;padding:0px;border:0px;vertical-align:baseline;list-style-type:disc;\"><a href=\"courses\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Courses<\/a><\/li><li style=\"margin:0px 0px 0px 15px;padding:0px;border:0px;vertical-align:baseline;list-style-type:disc;\"><a href=\"worksheets\/templates\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Worksheet Templates<\/a><\/li><li style=\"margin:0px 0px 0px 15px;padding:0px;border:0px;vertical-align:baseline;list-style-type:disc;\"><a href=\"sessionNotes\/templates\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Session Note Templates<\/a><\/li><li style=\"margin:0px 0px 0px 15px;padding:0px;border:0px;vertical-align:baseline;list-style-type:disc;\"><a href=\"engagements\/templates\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Engagement Templates<\/a><\/li><li style=\"margin:0px 0px 0px 15px;padding:0px;border:0px;vertical-align:baseline;list-style-type:disc;\"><a href=\"offerings\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Offerings<\/a><\/li><li style=\"margin:0px 0px 0px 15px;padding:0px;border:0px;vertical-align:baseline;list-style-type:disc;\"><a href=\"sharingFiles\/libraryFiles\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Library Files<\/a><\/li><li style=\"margin:0px 0px 0px 15px;padding:0px;border:0px;vertical-align:baseline;list-style-type:disc;\"><a href=\"appointments\/types\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Appointment Types<\/a><\/li><\/ul>\n<\/div><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;background-color:rgb(255,255,255);\">These packages make it simple to franchise or license your coaching methods.<\/div><br style=\"background-color:rgb(255,255,255);\" \/><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;background-color:rgb(255,255,255);\"><a href=\"resourcePackages\/setup\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">How to set up resource packages<\/a><\/div><\/div>","inAppPage":"","searchTermSet":["Does CoachAccountable have a referral program?","Does CoachAccountable have a referral program?","Does CoachAccountable have an affiliate program?","Can I get credit for referring other coaches?","How can I share this platform with my colleagues?","How much can I make with the referral program?","Can I refer Clients to CoachAccountable?","Refer","Referral link"],"reducedSearchTermSet":["do coachaccount have referr program","do coachaccount have referr program","do coachaccount have affili program","can get credit refer other coach","_0 share thi platform with colleagu","much can make with referr program","can refer client coachaccount","refer","referr link"],"relatedTopicSet":["resourcePackages","resourcePackages\/setup"],"ID":"335","ParentID":"130"},"FAQs\/dateformat":{"slug":"dateformat","slugPath":"FAQs\/dateformat","name":"Can I change the date format?","article":"<div>Yes! You can choose between mm\/dd\/yyyy and dd\/mm\/yyyy. You can also choose the time format, such as 1pm vs. 13:00. Do this by clicking on your name &gt;&gt; My Account&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-03_at_9.37.34_am.png\" height=\"442\" width=\"300\" class=\"center\" alt=\"screen_shot_2021-11-03_at_9.37.34_am.png\" \/><\/div><br \/><br \/><div>In User Profile you can scroll to the bottom of the page and change the time and date formats.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-03_at_9.44.15_am.png\" height=\"852\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-03_at_9.44.15_am.png\" \/><\/div><br \/><div>Your clients can also change this for themselves. They'll click on their name &gt;&gt; My Account &gt;&gt; User Profile as well.&nbsp;<\/div>","inAppPage":"","searchTermSet":["Can I change the date format?","Can I change the date format?","Can I change the time format? ","Date setup"],"reducedSearchTermSet":["can chang date format","can chang date format","can chang time format","date setup"],"relatedTopicSet":[""],"ID":"336","ParentID":"130"},"agreements\/templates":{"slug":"templates","slugPath":"agreements\/templates","name":"Agreement Templates","article":"<div>The first step is to create one or more Client Agreement Templates.&nbsp; You\u2019ll find the place to do this in <em>Business Center &gt;&gt; Setup &gt;&gt; Agreement Templates.<\/em><\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/agreementtemplates-frommenu.png\" height=\"694\" width=\"344\" class=\"center\" alt=\"agreementtemplates-frommenu.png\" \/><\/div><br \/><br \/><br \/><div>Click <em>+ Agreement Template<\/em> to create a new one.<\/div><div><br \/><div>Add a title; this title will be visible to clients, so make sure it's descriptive.<\/div><br \/><div>Composing an Agreement Template entails using the typical WYSIWYG editor you\u2019re used to with&nbsp;<a href=\"worksheets\/templates\" class=\"toArticle\">Worksheets<\/a>&nbsp;and&nbsp;<a href=\"sessionNotes\/templates\" class=\"toArticle\">Session Note<\/a>&nbsp;templates. <br \/><\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/agreementtemplates-createnew.png\" height=\"571\" width=\"838\" class=\"center\" alt=\"agreementtemplates-createnew.png\" \/><\/div><br \/><h2>Magic Tags<\/h2><div><div>Notice on the right there are several magic tags available for automatic customization.&nbsp; These include [clientFirstName] and [clientLastName] (to customize to a given client), and [dateOf], which will set itself to whatever date your client executes the agreement.<\/div><br \/><div>If you\u2019re on Team Edition you\u2019ll also see [coachFirstName] and [coachLastName], allowing you to insert the name of whomever is the client\u2019s primary coach.<\/div><br \/><div>Finally, in pre-loaded Agreement Templates you\u2019re likely to see [businessName] present as a magic tag.&nbsp; This pulls from the name you\u2019ve supplied in Branding (Settings &gt;&gt; System &gt;&gt; Branding &gt;&gt; System Names &gt;&gt; Name of my business).<\/div><\/div><br \/><h2>Form-Based Items<\/h2><div>To make a more interactive (and even more legally robust) Agreement you\u2019ll want to include one or more&nbsp;<a href=\"worksheets\/formBased\" class=\"toArticle\">form inputs<\/a>, using the \u201cInsert Form Input\u201d button of the WYSIWYG toolbar (4th in from the right).&nbsp; Form inputs are the check boxes, text inputs, and signature areas mentioned above.&nbsp;&nbsp;<\/div><br \/><div>Having a<strong> signature area<\/strong> at the bottom of your agreement preceded by something like \u201cI, [clientFirstName] [clientLastName] hereby agree to the above as of [dateOf]:\u201d is a nice way to wrap up.<br \/><\/div><br \/><div>The signature box requires a physical signature, whether with the client\u2019s mouse, stylus, or finger.<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/signaturearea.png\" height=\"744\" width=\"604\" class=\"center\" alt=\"signaturearea.png\" \/><\/div>","inAppPage":"agreementTemplates","searchTermSet":["Agreement Templates","Where do I set up my coaching contracts?","Do you offer coaching contract templates?","How do I add an Agreement signature box?","How do I add a signature box to my contract?","How do I add a signature box to my Agreement?","Contracts"],"reducedSearchTermSet":["agreement templat","_0 set up coach contract","you offer coach contract templat","_0 add agreement signatur box","_0 add signatur box contract","_0 add signatur box agreement","contract"],"relatedTopicSet":[""],"ID":"338","ParentID":"337"},"agreements\/issuing":{"slug":"issuing","slugPath":"agreements\/issuing","name":"Issuing Agreements","article":"<div>Once you create one or more&nbsp;<a href=\"agreements\/templates\" class=\"toArticle\">Agreement templates<\/a>, they're ready to issue to your clients, new and existing. You can issue an agreement in two ways: initially upon adding a client, and subsequent issuing to existing clients.<br \/><\/div><br \/><div><h2>For a New Client<\/h2><p>You\u2019ll see Agreements as part of the dialogue for adding a new client. Choose from your Agreement Templates and customize as desired.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-10_at_9.07.58am.png\" height=\"606\" width=\"717\" class=\"center\" alt=\"screenshot_2024-05-10_at_9.07.58am.png\" \/>\n<p>\nThe Agreement you issue to a new client will be presented <strong>as part of their account registration<\/strong> (i.e. when they choose their username and password).&nbsp; If you issue multiple Agreements (see the \u201cFor existing clients\u201d section below for how), the <em>first one<\/em> you issued will be presented as part of the registration process and subsequent ones will be presented right after.&nbsp; That said, multiple agreements for a new client just getting started might be a bit overwhelming\u2026 so even though you <em>can<\/em> do it, we don\u2019t recommend it!<\/p>\n<br \/><p>You can also have the Agreement issued when a client (new or existing) signs up through an&nbsp;<a href=\"offerings\/setup\" class=\"toArticle\">Offering<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<h2>For Existing Clients<\/h2><p>You can do this one of two ways...<\/p>\n<p>&nbsp;<\/p>\n<p>Through your Business Center &gt;&gt; Agreements.&nbsp; Click the + next to Agreements on the left hand side or the +Agreement at the top right:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-10_at_9.09.53am.png\" height=\"555\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-05-10_at_9.09.53am.png\" \/>\n<p>You'll select the Client from the first drop down then the&nbsp;<a href=\"agreements\/templates\" class=\"toArticle\">Agreement Template<\/a>&nbsp;from the second:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-10_at_9.11.34am.png\" height=\"528\" width=\"651\" class=\"center\" alt=\"screenshot_2024-05-10_at_9.11.34am.png\" \/>\n<p>You've got the option to&nbsp;<a href=\"agreements\/customizing\" class=\"toArticle\">customize<\/a>&nbsp;it from here as well if necessary.&nbsp; Once you click 'Issue' you'll be able to send a quick notification on its way to the client letting them know they have new Agreement issued:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-10_at_9.13.06am.png\" height=\"574\" width=\"693\" class=\"center\" alt=\"screenshot_2024-05-10_at_9.13.06am.png\" \/>\n<p>&nbsp;<\/p>\n<p>The second way to issue an Agreement to an existing client is through their Client Manager.<\/p>\n<p>&nbsp;<\/p>\n<p>To get there, click the gear icon for any given client within your Client listing<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-10_at_9.14.54am.png\" height=\"638\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-05-10_at_9.14.54am.png\" \/>\n<p>Expand Agreements and click 'Issue new...' and select the&nbsp;<a href=\"agreements\/templates\" class=\"toArticle\">Agreement Template<\/a>&nbsp;from the dropdown.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-10_at_9.16.42am.png\" height=\"652\" width=\"764\" class=\"center\" alt=\"screenshot_2024-05-10_at_9.16.42am.png\" \/>\n<p>You're able to&nbsp;<a href=\"agreements\/customizing\" class=\"toArticle\">customize<\/a>&nbsp;from here as well if needed. Once you're ready, click 'Issue Agreement'.&nbsp;&nbsp;<em>Note: You won't be prompted to send notification from here to the client.&nbsp; &nbsp;&nbsp;<\/em><\/p>\n<br \/>\n<p>Either way you choose, t<span>he client will be presented with the Agreement the very next time they access the system.<\/span><\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-10_at_9.19.35am.png\" height=\"744\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-05-10_at_9.19.35am.png\" \/><\/div><div><span>They\u2019ll not be able to do anything else in the system until they complete the Agreement.<\/span><br \/><\/div>","inAppPage":"","searchTermSet":["Issuing Agreements","Sending out updated agreements to my clients","Sending out updated contracts to my clients","How do I send out an updated contract to my client?","Assigning contracts","Assigning agreements to clients","How do i put agreement in their account?","Send Client Agreement","How do I send Client an Agreement","Client View of Agreement","How does Client see Agreement","Is client notified when I issue an Agreement?","How to send out an Agreement?","How to send an Agreement?","Contract","Issuing a Contract"],"reducedSearchTermSet":["issu agreement","send out updat agreement client","send out updat contract client","_0 send out updat contract client","assign contract","assign agreement client","_0 put agreement in their account","send client agreement","_0 send client agreement","client view agreement","client see agreement","client notifi issu agreement","send out agreement","send agreement","contract","issu contract"],"relatedTopicSet":[""],"ID":"339","ParentID":"337"},"agreements\/customizing":{"slug":"customizing","slugPath":"agreements\/customizing","name":"Customizing Agreements","article":"<div>To customize an Agreement to an individual client, click Customize <strong><em>before <\/em>issuing the Agreement.&nbsp;&nbsp;<\/strong><\/div><br \/><div>You'll notice a Customize button when issuing an Agreement for when adding a new client:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-07-15_at_10.19.56am.png\" height=\"617\" width=\"781\" class=\"center\" alt=\"screenshot_2024-07-15_at_10.19.56am.png\" \/><\/div><div>You'll also notice the Customize button when issuing an Agreement to an existing client:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-07-15_at_10.21.37am.png\" height=\"583\" width=\"765\" class=\"center\" alt=\"screenshot_2024-07-15_at_10.21.37am.png\" \/><\/div><div>When clicked, you'll be presented with the&nbsp;<a href=\"agreements\/templates\" class=\"toArticle\">template<\/a>&nbsp;you have selected, and you can customize from there.&nbsp;<\/div>","inAppPage":"","searchTermSet":["Customizing Agreements","How do I customize contracts to individual clients?","How do I personalize an agreement to a given client?","How do I personalize a contract to a given client?"],"reducedSearchTermSet":["custom agreement","_0 custom contract individu client","_0 person agreement given client","_0 person contract given client"],"relatedTopicSet":[""],"ID":"340","ParentID":"337"},"agreements\/reviewing":{"slug":"reviewing","slugPath":"agreements\/reviewing","name":"Reviewing Agreements","article":"<div>You and the client are both able to see all previous Agreements, including when they were accepted by the client.<\/div><br \/><div><h2>Viewing as Coach<\/h2><\/div><div>As coach, you'll find client Agreements in either of two locations:<\/div><div><ol><li>Business Center &gt;&gt; Agreements:<\/li><\/ol>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-24_at_3.04.50pm.png\" height=\"502\" width=\"999\" class=\"center unrounded stroke\" alt=\"screenshot_2024-10-24_at_3.04.50pm.png\" \/><\/div><div>From the Business Center Agreements, the Outstanding tab will list all Agreements that are issued but not yet agreed to by the client. The Completed tab will list all the Agreements issued and agreed to.<\/div><div><br \/>2. In your client's Client Manager (accessed by clicking that clients gear icon in the Clients listing) &gt;&gt; Agreements.&nbsp;&nbsp;<\/div>\n<br \/>In the Client Manager Agreements listing, the note under each Agreement will indicate its status: Issued (not yet agreed to), or Agreed, as well as the date. These are listed in chronological order, with the most recent at the top.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-24_at_3.07.07pm.png\" height=\"724\" width=\"999\" class=\"center unrounded\" alt=\"screenshot_2024-10-24_at_3.07.07pm.png\" \/><\/div><div><br \/><\/div><br \/><div><h2>Viewing for Your Clients<\/h2><\/div><div>Your clients will find the record of their agreements with you from the top right user menu under My Account &gt;&gt; My Agreement(s).<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-24_at_3.08.43pm.png\" height=\"683\" width=\"1000\" class=\"center stroke unrounded\" alt=\"screenshot_2024-10-24_at_3.08.43pm.png\" \/><\/div><div><br \/><\/div><div><br \/><\/div><div>When viewing the completed agreement, both you and the client will see the date and time at which it was completed, as well as the client's IP address at the time of signing.<\/div><br \/><div>A copy of the Agreement can be printed by clicking the printer icon in the bottom left.<\/div>","inAppPage":"","searchTermSet":["Reviewing Agreements","Where do I see contracts that my client has agreed to?","Can my client see the agreements they've agreed to?","Where do I see outstanding client agreements?","How can I see which agreements are outstanding for my clients?","Where are past client agreements found?","Can I print client agreements?","Print Agreement?","Print Signed Agreement?"],"reducedSearchTermSet":["review agreement","_0 see contract that client ha agre","can client see agreement they'v agre","_0 see outstand client agreement","_0 see which agreement ar outstand client","ar past client agreement found","can print client agreement","print agreement","print sign agreement"],"relatedTopicSet":[""],"ID":"341","ParentID":"337"},"agreements\/modifying":{"slug":"modifying","slugPath":"agreements\/modifying","name":"Modifying Agreements","article":"<p style=\"line-height:1.7em;color:rgb(0,0,0);font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;background-color:rgb(255,255,255);\">If you\u2019d like to change something in an already&nbsp;<a href=\"agreements\/issuing\" class=\"toArticle\">issued Agreement<\/a>, you can do so <em><strong>only<\/strong><\/em> from your Business Center &gt;&gt; Agreements <strong>up until the client has completed it <\/strong>by clicking on the Agreement and clicking the edit icon at the bottom right:<\/p>\n<p style=\"line-height:1.7em;color:rgb(0,0,0);font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-24_at_3.12.32pm.png\" height=\"731\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-10-24_at_3.12.32pm.png\" \/><\/p>\n<p style=\"line-height:1.7em;color:rgb(0,0,0);font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;background-color:rgb(255,255,255);\"><em>Note: you will not be able to edit an issued Agreement from the Client's Client Manager &gt;&gt; Agreements section.<\/em><\/p>\n<br \/>\n<p style=\"line-height:1.7em;color:rgb(0,0,0);font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;background-color:rgb(255,255,255);\"><span>Once the Agreement is completed, you\u2019ll see the date and time the client acknowledged your coaching terms and conditions, as well as the IP address.&nbsp;<\/span>For an unimpeachable record, <strong><em>no changes<\/em><\/strong> may be made after it\u2019s been completed (though you can delete and re-issue if needed).<\/p>\n<br \/>\n<p style=\"line-height:1.7em;color:rgb(0,0,0);font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;background-color:rgb(255,255,255);\">If a client switches subscriptions, moves to a different type of coaching, restarts coaching after a hiatus, or for any other update to your coaching terms and conditions, you can issue an additional Agreement reflecting whatever new arrangement is in effect.&nbsp; They\u2019ll be added to the record of&nbsp;<a href=\"agreements\/reviewing\" class=\"toArticle\">past Agreements<\/a>.<\/p>","inAppPage":"","searchTermSet":["Modifying Agreements","How can I modify an agreement?","How do I change an outstanding agreement?","How do I change an existing agreement?"],"reducedSearchTermSet":["modifi agreement","_0 modifi agreement","_0 chang outstand agreement","_0 chang exist agreement"],"relatedTopicSet":[""],"ID":"342","ParentID":"337"},"agreements\/deleting":{"slug":"deleting","slugPath":"agreements\/deleting","name":"Deleting Agreements","article":"<div>To delete an Agreement for one of your clients, first bring up their Client Manager (do this by clicking the gear icon for a given client as found in a Clients listing).<\/div><br \/><div>From there, find the Agreement in the Agreements sub-menu on the left.<\/div><br \/><div>Once you're viewing it, delete the Agreement by clicking the trash icon found in the lower right corner:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/agreements-deleting.png\" class=\"center\" alt=\"agreements-deleting.png\" width=\"873\" height=\"681\" \/><\/div><br \/><br \/><div><h2>Team Considerations<\/h2><\/div><div>If you don't see Agreements at all or don't see the trash icon, this might be a matter of you lacking the necessary permissions to view and\/or delete Agreements, either with your own clients or the clients of other coaches.<\/div><br \/><div>In a given team member's&nbsp;<a href=\"teamEdition\/permissions\" class=\"toArticle\">Permissions<\/a>, there are five pertain to Agreements.&nbsp;<br \/><\/div><br \/><div>Under the first permissions section, a coach can be allowed to:<\/div><div><ul><li>Issue Agreements to their clients, and\/or<\/li><li>Delete their clients' agreed-to Agreements<\/li><\/ul>\n<p>&nbsp;<\/p>\n<div><em>Note: a coach must have the ability to issue Agreements in order to delete them.<\/em><\/div><\/div><br \/><div>Under the Legal Management section, the related items are:<\/div><div><ul><li>Share Agreement Templates with the rest of the team and issue Agreements to all clients<\/li><li>Receive notifications of all Agreements when completed<\/li><li>Delete agreed-to Agreements<\/li><\/ul>\n<p>&nbsp;<\/p>\n<div>In the same way as the first pair, a coach cannot be given permission to delete Agreements unless they've got the ability to share and issue Agreements.&nbsp;<\/div><\/div><p>&nbsp;<\/p>","inAppPage":"","searchTermSet":["Deleting Agreements","How do I delete an agreement?","How do I delete past versions of client terms?","Why can't I delete an agreement?","Delete Agreement"],"reducedSearchTermSet":["delet agreement","_0 delet agreement","_0 delet past version client term","why can't delet agreement","delet agreement"],"relatedTopicSet":[""],"ID":"343","ParentID":"337"},"appointments\/zoom":{"slug":"zoom","slugPath":"appointments\/zoom","name":"Zoom Meetings","article":"<p>Zoom is a popular platform for conducting coaching sessions via face-to-face video calls that are easy to set up and easy to join, for you and your clients.<\/p>\n<p>&nbsp;<\/p>\n<p>CoachAccountable allows you to connect your Zoom account, which means the system can automatically set up Zoom Meetings for your appointments.<\/p>\n<p>&nbsp;<\/p>\n<div>\nYou\u2019ll find the place to connect to your Zoom account under Settings &gt;&gt; Appointment Config &gt;&gt; Zoom Meetings.<\/div><p>&nbsp;<\/p>\n<p>The in-app verbiage makes it pretty clear what\u2019s going on and what to do next:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.42.05pm.png\" height=\"570\" width=\"999\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.42.05pm.png\" \/><\/div><div>\nClicking the big \u201cLet\u2019s go do that!\u201d button brings you over to Zoom.&nbsp; If you\u2019re not logged in already, you\u2019ll be prompted to do so (or have the chance to sign up for a new Zoom account).<\/div>\n<p>&nbsp;<\/p>\n<p>Once logged in, you\u2019ll see the following prompt asking for your authorization to allow CoachAccountable to connect:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_4.24.30pm.png\" height=\"851\" width=\"622\" class=\"center\" alt=\"screenshot_2024-04-17_at_4.24.30pm.png\" \/><\/div>\n<p>&nbsp;<\/p>\n<p>Assuming you click \u201cAllow\u201d, you\u2019ll be whisked back to CoachAccountable and presented with the opportunity to set your preferences for Zoom meetings.<\/p>\n<p>&nbsp;<\/p>\n<h2>View in Zoom<\/h2><p>When your clients schedule with you, they\u2019ll never see controls related to Zoom.&nbsp; Instead,&nbsp;<strong>the system will automatically create those meetings<\/strong>&nbsp;for&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">Appointment Types<\/a>&nbsp;that are set to either \u201cAlways\u201d or \u201cUsually\u201d have Zoom Meetings.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>Once an Appointment is scheduled with a Zoom Meeting, you\u2019ll be able to see it\u2019s been added to your Meetings over in your Zoom account:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_4.27.51pm.png\" height=\"361\" width=\"945\" class=\"center\" alt=\"screenshot_2024-04-17_at_4.27.51pm.png\" \/><\/div><br \/>\n<div><h2>Where to Access the Zoom Meeting Link<\/h2><p>Having the Zoom URL as the location for an appointment means it will be easy to find (and thus the meeting easy to join) for both parties.&nbsp; It can be found in:<\/p>\n<ul><li><strong>Notifications \u2013&nbsp;<\/strong>That exact meeting\u2019s URL will be present in the Appointment notifications and&nbsp;<a href=\"appointments\/types\/reminders\" class=\"toArticle\">reminders<\/a>&nbsp;you and your client get.<\/li><li><strong>Client AND Coach Calendars \u2013&nbsp;<\/strong>You\u2019ll also see the URL automatically as part of the event in any&nbsp;<a href=\"appointments\/sync\" class=\"toArticle\">calendars<\/a>&nbsp;that you or your client have synced with.&nbsp; That means the meeting will be super easy to join for both parties.<\/li><li><strong>In-App \u2013&nbsp;<\/strong>Appointments that have Zoom Meetings set will also show the \u201cjoin now\u201d link in-app; just click on the calendar icon or name of the appointment as found in the upcoming appointments listing:<\/li><\/ul>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_4.28.29pm.png\" height=\"302\" width=\"837\" class=\"center\" alt=\"screenshot_2024-04-17_at_4.28.29pm.png\" \/><\/div>","inAppPage":"appointmentConfig::Zoom Meetings","searchTermSet":["Zoom Meetings","How do I sync with Zoom?","Does CoachAccountable integrate with my Zoom account?","Where can I find the Zoom link?","Where can my client find the Zoom link?","Is the Zoom link easy to find?","Does CoachAccountable support Zoom?","Where do I put my Zoom link?","Linking zoom"],"reducedSearchTermSet":["zoom meet","_0 sync with zoom","do coachaccount integr with zoom account","_0 find zoom link","_1 find zoom link","zoom link easi find","do coachaccount support zoom","_0 put zoom link","link zoom"],"relatedTopicSet":[""],"ID":"344","ParentID":"19"},"API\/zapier":{"slug":"zapier","slugPath":"API\/zapier","name":"Zapier Integration","article":"<div>If you'd like to add integration with a CRM, accounting software, or another system, but you're not ready to use our API yourself, you can use the third-party software Zapier.<\/div><br \/><div>Zapier is an online automation tool that connects your apps and services. You can connect apps to automate repetitive tasks.<br \/><\/div><br \/><br \/><br \/><br \/>","inAppPage":"","searchTermSet":["Zapier Integration","Does CoachAccountable integrate with Zapier?","I can't find CoachAccountable on Zapier. ","Where's the CoachAccountable Zapier link? ","How do I set up a Zapier Zapp?","Can I integrate apps with CoachAccountable?","Connecting my CRM with CoachAccountable?"],"reducedSearchTermSet":["zapier integr","do coachaccount integr with zapier","can't find coachaccount on zapier","' coachaccount zapier link","_0 set up zapier zapp","can integr app with coachaccount","connect crm with coachaccount"],"relatedTopicSet":[""],"ID":"349","ParentID":"208"},"metrics\/setup\/editDelete":{"slug":"editDelete","slugPath":"metrics\/setup\/editDelete","name":"Editing or Deleting a Metric","article":"<div>To edit or delete a Metric, click on the edit button in the upper right.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_2.51.42pm.png\" height=\"454\" width=\"826\" class=\"center\" alt=\"screenshot_2024-10-14_at_2.51.42pm.png\" \/><\/div><div>From here, you can change the Metric's settings, including date range and target, as appropriate.<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-04-14_at_5.51.08PM.png\" height=\"1110\" width=\"926\" class=\"center\" alt=\"Screenshot_2025-04-14_at_5.51.08PM.png\" \/><\/div><br \/><h2>Delete vs. Complete<\/h2><div>You can also delete the Metric. If you do so, the data will be gone permanently. Consider completing the Metric early rather than deleting it to maintain an accurate client record.&nbsp;<\/div>","inAppPage":"","searchTermSet":["Editing or Deleting a Metric","How can I edit a Metric?","How can I delete a Metric?","Editing Metrics","Deleting Metrics","How do I change a Metric?","Complete a Metric","Archive Metric"],"reducedSearchTermSet":["edit or delet metric","_0 edit metric","_0 delet metric","edit metric","delet metric","_0 chang metric","complet metric","archiv metric"],"relatedTopicSet":["FAQs\/deleteGroupItem"],"ID":"353","ParentID":"56"},"FAQs\/password":{"slug":"password","slugPath":"FAQs\/password","name":"How do I change my password?","article":"<div>To change your password, click on your name in the upper right &gt;&gt; My Account.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-03_at_9.37.34_am.png\" height=\"442\" width=\"300\" class=\"center\" alt=\"screen_shot_2021-11-03_at_9.37.34_am.png\" \/><\/div><br \/><div>In User Profile, you'll click on \"change this\" next to the Password field.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-03_at_9.42.02_am.png\" height=\"852\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-03_at_9.42.02_am.png\" \/><\/div>","inAppPage":"","searchTermSet":["How do I change my password?","How do I change my password?","How can I set my password?","Can I choose a new password?"],"reducedSearchTermSet":["_0 chang password","_0 chang password","_0 set password","can choos new password"],"relatedTopicSet":["clients\/inviting","settings\/coachProfile"],"ID":"354","ParentID":"130"},"groups\/reassigningOwnership":{"slug":"reassigningOwnership","slugPath":"groups\/reassigningOwnership","name":"Reassigning Ownership","article":"<div>The coach who owns a given Group will, by default, be the one who receives notifications for completed items in the Group.&nbsp;<\/div><br \/><div>An admin-only team member cannot own a Group.<\/div><br \/><h2>Adding Client Members to a Group<\/h2><div>In order for a coach to add a given client, one very important item must be in place.<\/div><br \/><div><strong>The Group's owner must be coaching that client<\/strong>. Without this, the coach wouldn't be able to successfully assign items to everyone in the Group. The owner doesn't need to be the client's <em>primary coach<\/em>, but must have coaching access to that person, set in&nbsp;<a href=\"teamEdition\/pairing\" class=\"toArticle\">Pairing\/Permissions<\/a>.<\/div><br \/><h2>Adding Coach Members<\/h2><div>The first step in reassigning ownership of a Group is to add another coach member.&nbsp;<\/div><br \/><div>In order for a Group owner to be able to add or remove coach members of the Group, the Group owner will need to have the following Permission allowed:<\/div><br \/><div><strong>Manage other coach memberships within his\/her Groups.<\/strong><\/div><div>If this permission is enabled, navigate to the Group &gt;&gt; <em>Membership &gt;&gt; Coaches<\/em> and click <em>+Coach Members<\/em>. Eligible coaches will show in the list.<\/div><br \/><div>Next, navigate to the Group &gt;&gt;<em> Membership &gt;&gt; Coaches<\/em> and click the settings for that particular coach. Select \"Make owner of group\" and you're set.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_4.35.42pm.png\" height=\"535\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-13_at_4.35.42pm.png\" \/><\/div><div>You'll see the \"owner\" sash transfer to the new coach.<br \/><\/div><br \/><div>If appropriate, you can now click the Settings for the previous owner and deactivate that coach's membership.<\/div><br \/><div><strong>Note:<\/strong> If you choose to delete instead of deactivate, everything that coach has done in the Group will be completely gone (including comments, assignments, and posts). <strong>We strongly suggest deactivating rather than deleting&nbsp;<\/strong>in order to maintain the integrity of the Group's record.<\/div>","inAppPage":"","searchTermSet":["Reassigning Ownership","How do I reassign ownership of a Group?","How do I change the coach managing the Group?","How do I change the Group owner?","How do I swap out the Group owner?","Why don't I see a certain client in the Group membership dropdown?","How do I add clients in Team Edition?","How do I add coaches to a Group?"],"reducedSearchTermSet":["reassign ownership","_0 reassign ownership group","_0 chang coach manag group","_0 chang group owner","_0 swap out group owner","why don't see certain client in group membership dropdown","_0 add client in team edit","_0 add coach group"],"relatedTopicSet":["courses\/reassigningOwnership"],"ID":"359","ParentID":"113"},"groups\/groupItems\/groupWhiteboards":{"slug":"groupWhiteboards","slugPath":"groups\/groupItems\/groupWhiteboards","name":"Group Whiteboards","article":"<div><a href=\"whiteboards\" class=\"toArticle\">Whiteboards&nbsp;<\/a>are a place to keep a living document - perhaps an evolving business plan, a 5-year outlook, or a list of suggested reading materials. In Groups, Whiteboards allow for group brainstorming and participation.<\/div><br \/><h2>Enabling Group Whiteboards<\/h2><div>You'll need to enable Whiteboards on a per-Group basis. Do this by going into the Group's \"Manage Group\" pop up, found by clicking the gear icon for a given Group in the Groups listing.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-25_at_8.31.23am.png\" height=\"474\" width=\"993\" class=\"center\" alt=\"screenshot_2024-04-25_at_8.31.23am.png\" \/><\/div><div>There in the Basics &gt;&gt; Add Ons section, tick the box for \"Enable Group Whiteboards\":<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupwhiteboards-enabling.png\" height=\"546\" width=\"857\" class=\"center\" alt=\"groupwhiteboards-enabling.png\" \/><\/div><h2>Creating a Group Whiteboard<\/h2><div>You'll now see Whiteboards on the left menu of that group's Group Page. Go there, then click <em>+ Whiteboard<\/em> to create a new one.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupwhiteboarddraft.png\" class=\"center\" alt=\"groupwhiteboarddraft.png\" width=\"892\" height=\"834\" \/><\/div><div>\n<p>Note you've got the typical&nbsp;<a href=\"whiteboards\/visibility\" class=\"toArticle\">privacy options:<\/a>&nbsp;to share the Whiteboard with the Group or keep it private for yourself. Team Edition accounts have additional privacy settings pertaining to the team coaches.<\/p>\n<p>&nbsp;<\/p>\n<p>As with single-client Whiteboards, you'll have the ability to peruse past versions of the Whiteboard to see what's been changed and by whom. Click <em>View drafts<\/em> in the upper right to see that history.<\/p>\n<p>&nbsp;<\/p>\nTo edit a Group Whiteboard, as either a client or a coach, click on the pencil icon in the lower right.<\/div><br \/><div><h2>Whiteboards in Non-Visible Groups<\/h2><p>If you've got some admin-only Groups (meaning your clients can NOT view and participate in the Group, but you've set it up to help with your own management of clients), these Whiteboards will simply show up in each client's respective individual Whiteboard tab.<\/p>\n<p>&nbsp;<\/p>\n<p>You can still edit that Group Whiteboard, and those changes will show up in each client's version of the Whiteboard. This is a great way to share items like resource lists across sections of or all of your client base.<\/p>\n<p>&nbsp;<\/p>\n<p>Clients will not be able to edit Whiteboards in admin-only Groups, because they don't know they're in a Group! (For more discussion on the uses of admin-only Groups, check out our <a href=\"https:\/\/www.coachaccountable.com\/webinars\/groups\" target=\"_blank\">Groups Webinar<\/a>. You can find all our webinars by clicking on your name in the upper right and going to Resources &gt;&gt; Webinars.)<\/p>\n<\/div>","inAppPage":"","searchTermSet":["Group Whiteboards","Can a Group of people contribute to the same document?","How do I set up a Group Whiteboard?","I don't see Whiteboards in my Group.","Can I make private Group Whiteboards?","How can I view drafts of a Group Whiteboard?","Share Whiteboard with a Group"],"reducedSearchTermSet":["group whiteboard","can group person contribut same document","_0 set up group whiteboard","don't see whiteboard in group","can make privat group whiteboard","_0 view draft group whiteboard","share whiteboard with group"],"relatedTopicSet":[""],"ID":"361","ParentID":"118"},"groups\/groupItems\/actionProjects":{"slug":"actionProjects","slugPath":"groups\/groupItems\/actionProjects","name":"Group Action Projects","article":"<p>You can create Action Projects for a Group as well as&nbsp;<a href=\"actions\/projects\" class=\"toArticle\">individuals<\/a>. Assign the parts of a project to the people who will actually do those items, and see the entire project move along. Some coaches have let us know this feature has allowed them to drop task sharing and project management software like Asana and Trello.<\/p>\n<p>&nbsp;<\/p>\n<p>Here's how to set up a Group Action Project.<\/p>\n<p>&nbsp;<\/p>\n<h2>Enable Group Action Projects<\/h2><p>By default, Group Action Projects are hidden in order to simplify your experience. To enable them, go to a given&nbsp;<a href=\"groups\/settings\" class=\"toArticle\">Group's Settings<\/a>&nbsp;&gt;&gt; Basics and check the box. You'll then see Action Projects appear on the left sidebar.<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/www.coachaccountable.com_app_group1851_7.png\" class=\"center fullScreenshot\" alt=\"www.coachaccountable.com_app_group1851_7\" width=\"999\" height=\"660\" \/><\/div><div>If you've given Group members the ability to view and participate in this Group, they'll be able to see the Action Project and its progress. If you've given them the ability to add Group Actions, they'll be able to contribute Actions to the project. Check those settings in the Group's Settings &gt;&gt; Participation (just right of the Basics tab pictured above).<\/div><p>&nbsp;<\/p>\n<h2>Create a New Group Action Project<\/h2><p>Go to Action Projects and click the +Project button (or click the Action Projects (+) button as found in the left side menu) and give it a name. All the group members will see this name, so make sure it's descriptive and clear. Once you've created the Project, you can click the edit icon in the upper right to change the name or add a description if desired.<\/p>\n<p>&nbsp;<\/p>\n<p>To add&nbsp;<a href=\"actions\" class=\"toArticle\">Actions<\/a>&nbsp;to the project, click the (+) button in the upper right of the Action Project (it appears when you hover your mouse).<\/p>\n<p>&nbsp;<\/p>\n<p>From here, you'll see a fairly typical Action setup screen. The main difference to note is that you can now choose an assignee, or in other words select the Group member to whom the item will be assigned.<\/p>\n<p>&nbsp;<\/p>\n<p>As group members mark items complete, the progress bar will advance based on the weight you've given each Action.<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupactionproject.png\" class=\"center\" alt=\"groupactionproject.png\" width=\"999\" height=\"707\" \/><\/div>\n<h2>Making Changes<\/h2><p>Notice that, from the Action Project tab, you can see who's been assigned which Action; that person's picture shows on the left. Hover over the picture to have that person's name appear.<\/p>\n<p>&nbsp;<\/p>\n<p>If an Action should be reassigned to another member, click the edit icon on the right of that Action. Click the assignee's name in the Assign To section and choose another Group member. Just like with individual Action Projects, you can also change the due date, edit reminders, cancel or delete an item from this screen.<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/modifygroupactionprojectone.png\" class=\"center\" alt=\"modifygroupactionprojectone.png\" width=\"720\" height=\"667\" \/><\/div><p>Should many items be shifted on the timeline? No problem; just click on the edit icon in the upper right of the entire Project. Here's where you can change multiple due dates or item weights. Note that already-completed Actions can't have their due dates changed.<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/modifygroupactionprojectall.png\" class=\"center\" alt=\"modifygroupactionprojectall.png\" width=\"683\" height=\"872\" \/><\/div><div>If you've got multiple Action Projects going on simultaneously, you can collapse the Actions and just see the progress bar by clicking the arrow in the upper right of that Project.<br \/><\/div>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/viewmultipleactionprojects.png\" class=\"center\" alt=\"viewmultipleactionprojects.png\" width=\"622\" height=\"249\" \/><\/div><h2>Use Cases<\/h2><p>Setting up a Group Action Project can be useful for a few scenarios.<\/p>\n<p>Perhaps you've got some members of a departmental team collaborating on the same project with different tasks for each person that contribute to an overall goal. Action Projects allow you (and the team) transparency into whether the project is bottlenecked with one team member.<\/p>\n<p>&nbsp;<\/p>\n<p>Or maybe you have a project that gets handed around as it works its way toward completion. A Group Action Project allows for easy reassigning of project items.<\/p>\n<p>Some coaches work with small businesses, such as businesses run by a couple. Group Action Projects help keep both members of the team organized with all the different projects they're juggling simultaneously.<\/p>","inAppPage":"","searchTermSet":["Group Action Projects","How can I create a Group Action Project?","How can I delegate tasks to multiple clients?","Is there a project management tool in CoachAccountable?","Can I replace Asana or Trello with CoachAccountable?","How do I edit a Group Action Project?","How can I create a progress bar for my Group's tasks?","How can I make changes to a Group Action Project?"],"reducedSearchTermSet":["group action project","_0 creat group action project","_0 deleg task multipl client","there project manag tool in coachaccount","can replac asana or trello with coachaccount","_0 edit group action project","_0 creat progr bar group' task","_0 make chang group action project"],"relatedTopicSet":["actions\/projects","actions","groups"],"ID":"398","ParentID":"118"},"appointments\/sync\/iCal\/appPassword":{"slug":"appPassword","slugPath":"appointments\/sync\/iCal\/appPassword","name":"Generating an Apple App Password","article":"<div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;\">To enable CoachAccountable to connect to your Apple Calendar for syncing, you'll need to create a password specifically to give CoachAccountable that access. (This is nice because you don't have to share your actual Apple account password!)<\/div><br \/><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;\">To do so, visit your&nbsp;<a href=\"https:\/\/www.appleid.com\/account\/manage\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\" target=\"_blank\">Apple Account management page<\/a>.<\/div><br \/><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;\">If you haven't already enabled Two-Factor Authentication under the \"Sign-In and Security\" section, click 'Account Security' to do so. (<em>Unfortunately, this is a necessary step that must be completed BEFORE Apple allows you to create an app-specific password<\/em>).<\/div><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-23_at_5.30.16pm.png\" height=\"790\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-04-23_at_5.30.16pm.png\" \/><\/div><br \/><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;\">Once Two-Factor Authentication is enabled, you'll see a place to generate an App-Specific Password (as seen above). Click the card, and you'll be taken through a series of prompts:<\/div><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-23_at_5.32.38pm.png\" height=\"553\" width=\"762\" class=\"center\" alt=\"screenshot_2024-04-23_at_5.32.38pm.png\" \/><\/div><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;\">You'll name the password you're generating:<\/div><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-23_at_5.33.33pm.png\" height=\"434\" width=\"525\" class=\"center\" alt=\"screenshot_2024-04-23_at_5.33.33pm.png\" \/><\/div><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;\">Once you click 'Create,' you'll be presented with the app-specific password:<\/div><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-23_at_5.36.29pm.png\" height=\"335\" width=\"477\" class=\"center\" alt=\"screenshot_2024-04-23_at_5.36.29pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Generating an Apple App Password","Where do I find my Apple iCal App Password?","My App Password isn't working.","How do I create an App Password for CoachAccountable in iCloud?"],"reducedSearchTermSet":["gener appl app password","_0 find appl ical app password","app password isn't work","_0 creat app password coachaccount in icloud"],"relatedTopicSet":[""],"ID":"399","ParentID":"322"},"FAQs\/externalSchedulers":{"slug":"externalSchedulers","slugPath":"FAQs\/externalSchedulers","name":"How do I sync with Acuity, Calendly, ScheduleOnce?","article":"<div>You may use other scheduling systems for your appointments and wonder how you can sync CoachAccountable with those systems. Here's how to do that - and a consideration to think on first.<\/div><h2><br \/>Do You Need Two Scheduling Systems?<\/h2><div>If you're switching over to CoachAccountable for scheduling your coaching appointments, you may very well want to drop Acuity, Calendly, ScheduleOnce, or other systems. Why?<br \/><\/div><div><ul><li>They're usually an additional cost.<\/li><li>They may not sync with your&nbsp;<a href=\"appointments\/zoom\" class=\"toArticle\">Zoom<\/a>&nbsp;account.<\/li><li>They can't send&nbsp;<a href=\"appointments\/types\/worksheets\" class=\"toArticle\">pre-session<\/a>&nbsp;and post-session Worksheets to be filled out right here in the system.<\/li><\/ul>\n<p>&nbsp;<\/p>\n<div>And why do some coaches <em>keep<\/em> two systems?<\/div><\/div><div>They use CoachAccountable for coaching appointments, and the other system for other types of appointments.&nbsp;<\/div><br \/><div>If you've decided to keep two scheduling systems for now, here's how to get CoachAccountable synced up properly.<\/div><br \/><h2>First, Sync Your Other System with Your Calendar<\/h2><div>The first step is syncing your other system with your calendar of choice (whether that's Google, Outlook, or Apple iCal). Unfortunately, this is the part we can't help with - you'll do that from within the other app.<\/div><div><br \/>You'll know it's working properly if your appointments from that system are showing up in your Google (or Outlook or iCal) calendar as expected. For instance, if Client A booked with you in ScheduleOnce, you see \"Appointment with Client A\" as expected in your Google calendar.&nbsp;<br \/><br \/><\/div><h2>Then, Sync CoachAccountable with Your Calendar<\/h2><div>Finally, sync CoachAccountable with <em>that same<\/em>&nbsp;<a href=\"appointments\/sync\/gCal\" class=\"toArticle\">Google<\/a>,&nbsp;<a href=\"appointments\/sync\/outlook\" class=\"toArticle\">Outlook,<\/a>&nbsp;or Apple&nbsp;<a href=\"appointments\/sync\/iCal\" class=\"toArticle\">iCal<\/a>&nbsp;calendar. CoachAccountable will then see those other appointments and automatically know you're busy. Clients will thus not be offered spots that are at the same time.&nbsp;<br \/><br \/>Likewise, any appointments you create in CoachAccountable will show in your calendar, which will tell the other scheduling software you're busy and unavailable at those times.&nbsp;<\/div><p>&nbsp;<\/p>","inAppPage":"","searchTermSet":["How do I sync with Acuity, Calendly, ScheduleOnce?","Can I sync CoachAccountable with Acuity, ScheduleOnce, Calendly?","Can I use other scheduling software?","What if I use two scheduling portals?"],"reducedSearchTermSet":["_0 sync with acuiti calendli scheduleonc","can sync coachaccount with acuiti scheduleonc calendli","can us other schedul softwar","what if us two schedul portal"],"relatedTopicSet":["appointments\/sync"],"ID":"400","ParentID":"130"},"clients\/adding\/bulkImport":{"slug":"bulkImport","slugPath":"clients\/adding\/bulkImport","name":"Bulk Import Clients","article":"<div><a href=\"clients\/adding\" class=\"toArticle\">Adding a client<\/a>&nbsp;the usual way is pretty quick, but going one by one can get tedious when you\u2019ve got more than a handful.&nbsp; If you\u2019re handy with a spreadsheet you can get all of their information imported with just a few clicks.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/bulkimport.png\" class=\"center padded\" alt=\"bulkimport.png\" width=\"1000\" height=\"718\" \/><\/div><br \/><h2>How to Bulk Import Clients<\/h2><div>1) Bring up the client adder as usual by clicking the +Client button.&nbsp; &nbsp;In the lower right, click on the \u201cBulk Import\u2026\u201d button.<\/div><div>\n<br \/><\/div><div><div>2) In the \u201cBulk Import Clients\u201d pop up you\u2019ll see a button that says \u201cDownload Template\u201d.&nbsp; Download the template as a starting point so that your client data is in the correct format.&nbsp; (The template also serves as a guide to the various information you can include for clients as part of the import.)<\/div><br \/><div>3) In the template, add rows and enter in client information to your heart\u2019s desire.&nbsp; Commonly you will already have some sort of spreadsheet of client data that you are working from.&nbsp; Filling in the template will thus generally be a matter of copy-and-pasting over various key columns.<\/div><br \/><div><em>Note: the only required fields are firstName and email.&nbsp; So while there may be many columns in the template, rest assured that you only need to fill in those bits that are useful and relevant!<br \/><\/em><\/div><br \/><div>4) When you\u2019re done filling in that CSV, save the file.&nbsp; Be certain you save it as a .csv file (.xlsx or .numbers files WILL NOT WORK).<\/div><br \/><div>5) Back in CoachAccountable, choose your .csv file as the one you want to import.<\/div><br \/><div>5) Observe the status of your data that\u2019s loaded for import.&nbsp; If there are any errors, CA will tell you exactly what's wrong and on which line.&nbsp; If everything looks good, you're all set to push the button, which will actually import the clients into your account.<\/div><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/bulkimportsuccess.png\" class=\"center padded\" alt=\"bulkimportsuccess.png\" width=\"999\" height=\"633\" \/><\/div><div><h2>Do's and Don'ts When Setting the Client's Time Zone<\/h2><div><div>Most IANA Time Zones identifiers like \"America\/Chicago\" will be accepted via the Bulk Import template.&nbsp; Examples of accepted IANA Timezones can be found at:&nbsp;<a href=\"https:\/\/utctime.info\/timezone\/\" style=\"color:rgb(104,169,33);\" target=\"_blank\">utctime.info\/timezone\/<\/a><\/div><div><br \/><\/div><div><strong>Do Format the Timezones Like:<\/strong><\/div><div><ul><li>\"Pacific Time\"<\/li><li>\"Eastern Time - Melbourne, Sydney\"<\/li><\/ul><div><strong>Don't Include<\/strong><\/div><ul><li>The Time Zone Abbreviation (like PT or AET)<\/li><li>The Universal Time Zone Offset (like -05:00)<\/li><\/ul><div><br \/><\/div><\/div><\/div><h2>More Than the Basics<\/h2><div>Using this method, you can do more than simply add the clients to your coaching management system. You can also:<\/div><div><ul><li>Add profile information, such as a note about that client (this\u2019ll show in the \u201cprofile extra\u201d area, and is not visible to the client)<\/li><li>Add clients to a&nbsp;<a href=\"groups\" class=\"toArticle\">Group<\/a>&nbsp;(or two, or three, add Group columns as needed)<\/li><li>Put them in a&nbsp;<a href=\"courses\" class=\"toArticle\">Course<\/a>&nbsp;(or two, or more; like groups, add as many Course columns as needed) and optionally set a future start date<\/li><li>\nIssue an <a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/agreements\" class=\"toArticle\" target=\"_blank\">Agreement<\/a> (or two, or more: again, add as many \"agreement\" columns as you need to issue multiple)<\/li><li>Add clients to a&nbsp;<a href=\"companies\" class=\"toArticle\">Company<\/a><\/li><li>Start clients in a specific <a href=\"engagements\" class=\"toArticle\">Engagement<\/a><\/li><li>For Team Edition, designate who the primary coach, secondary coach(es), and view-only coach(es) are<\/li><\/ul>\n<\/div><h2>Errors<\/h2><div>The system is smart enough to know when something\u2019s messed up. For instance, it\u2019ll throw an error if the email address is invalid.<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/bulkimporterror.png\" class=\"center\" alt=\"bulkimporterror.png\" width=\"1000\" height=\"542\" \/><\/div><div>\nAlso, if you add a client already in your account, CoachAccountable will notice and let you know that person won\u2019t be added (this helps avoid paying for clients twice, too).<\/div><br \/><div><h2>Use Cases<\/h2><div>As previously mentioned, you may want to use this function if:<\/div><div><ul><li>You\u2019re new to CoachAccountable and want to add your entire roster at once.<\/li><li>You want to transfer a bunch of clients from your CRM (InfusionSoft, Insightly, Hubspot, etc.) along with their relevant details.<\/li><li>A new coach joins your organization and brings his\/her clients into your Team Edition account.<\/li><\/ul>\n<\/div><\/div>","inAppPage":"","searchTermSet":["Bulk Import Clients","Can I add more than one client at once?","How can I upload all my clients together?","Can I bulk add clients?","Can I bulk import clients?","How can I add clients quickly?","How can I invite multiple people at the same time?","Can I add multiple coachees at once?"],"reducedSearchTermSet":["bulk import client","can add more than on client at onc","_0 upload all client togeth","can bulk add client","can bulk import client","_0 add client quickli","_0 invit multipl person at same time","can add multipl coache at onc"],"relatedTopicSet":[""],"ID":"402","ParentID":"2"},"FAQs\/changeEmail":{"slug":"changeEmail","slugPath":"FAQs\/changeEmail","name":"How do I change my email address?","article":"<div>To change your email address, click on your name in the upper right &gt;&gt; My Account.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-03_at_9.37.34_am.png\" height=\"442\" width=\"300\" class=\"center\" alt=\"screen_shot_2021-11-03_at_9.37.34_am.png\" \/><\/div><div>In User Profile you'll be able to update your email address.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-03_at_9.41.30_am.png\" height=\"852\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-03_at_9.41.30_am.png\" \/><\/div>","inAppPage":"","searchTermSet":["How do I change my email address?",""],"reducedSearchTermSet":["_0 chang email addr"],"relatedTopicSet":[""],"ID":"404","ParentID":"130"},"reports\/dataLab\/activityStats":{"slug":"activityStats","slugPath":"reports\/dataLab\/activityStats","name":"Activity Stats","article":"<div>The Activity Stats report provides a birds-eye view of the activity over your entire account. Find it in Reports &gt;&gt; Data Lab &gt;&gt; Activity Stats.&nbsp;<\/div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-17_at_12.16.30pm.png\" height=\"547\" width=\"1000\" class=\"center dropShadow\" alt=\"screenshot_2024-10-17_at_12.16.30pm.png\" \/><h2>Selections<\/h2><div>You can choose the buckets you'd like to see: daily, weekly, monthly, quarterly, or yearly. This choice determines what your columns reflect.<\/div><br \/><div>Next, choose the date range you'd like to see data for. In the example below, we've set the time span for the report to be all of 2019, viewed by quarterly activity.<\/div><br \/><div>Choose whose numbers you'd like to see. You can view activity statistics for all clients, one specific client, a&nbsp;<a href=\"groups\" class=\"toArticle\">Group<\/a>, or a&nbsp;<a href=\"companies\" class=\"toArticle\">Company<\/a>. For Team Edition accounts, you can also view the activity of all the clients under one of your coaches.<\/div><div><br \/>Finally, choose what should be included in the report. In particular, totals, averages, and percentage stats can give you some interesting insight into what's happening across your entire account.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-17_at_12.17.50pm.png\" height=\"659\" width=\"1000\" class=\"center padded\" alt=\"screenshot_2024-10-17_at_12.17.50pm.png\" \/><\/div><div>Note that you can then download this report as a CSV for further calculation or sharing.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-17_at_12.19.55pm.png\" height=\"636\" width=\"1000\" class=\"center dropShadow\" alt=\"screenshot_2024-10-17_at_12.19.55pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Activity Stats","What is the Activity Stats report?","How can I see my account's activity?","How can I see client activity for everyone?"],"reducedSearchTermSet":["activ stat","what activ stat report","_0 see account' activ","_0 see client activ everyon"],"relatedTopicSet":[""],"ID":"405","ParentID":"245"},"clientInvoicing\/multipleCurrencies":{"slug":"multipleCurrencies","slugPath":"clientInvoicing\/multipleCurrencies","name":"Multiple Currencies","article":"<div>If you bill clients in more than one currency, you can accept those multiple currencies in CoachAccountable. You've got several spots to enable various currencies.<\/div><br \/><div><h2>Setting Up Multiple Currencies<\/h2><div>Go to <em>Business Center &gt;&gt; Setup &gt;&gt; Invoicing Config<\/em>&nbsp;to set this up. Your first option will be to choose your main currency. Then click \"Actually, we bill in several currencies...\" to choose additional currencies.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-17_at_9.38.39am.png\" height=\"683\" width=\"904\" class=\"center\" alt=\"screenshot_2024-05-17_at_9.38.39am.png\" \/><\/div><div>Use the checkboxes to select any other currencies you bill in.&nbsp;<br \/><\/div><div>Note that the listed options are those supported by Stripe or Square.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-17_at_9.39.28am.png\" height=\"679\" width=\"807\" class=\"center\" alt=\"screenshot_2024-05-17_at_9.39.28am.png\" \/><\/div><\/div><h2>Per-Client Currency<\/h2><div><div>When you choose more than one, <em>only then<\/em> will you find the option to specify currency (from among those chosen) in certain other places: for given clients,&nbsp;<a href=\"offerings\" class=\"toArticle\">Offerings<\/a>, and&nbsp;<a href=\"engagements\" class=\"toArticle\">Engagements<\/a>.<\/div><br \/><div>You can set the preferred invoicing currency for a given client by finding them in the <em>My Clients<\/em> listing and clicking on their gear icon.&nbsp; In the \u201cManage Client\u201d pop up that appears, you\u2019ll find the setting under <em>Settings &gt;&gt; Preferences<\/em>:<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-17_at_9.40.23am.png\" height=\"636\" width=\"940\" class=\"center\" alt=\"screenshot_2024-05-17_at_9.40.23am.png\" \/><\/div><div>Once set for a client, all invoices you manually create for that client will be in their preferred currency.<br \/><\/div><div>\n<br \/><\/div><h2>Offerings in Multiple Currencies<\/h2><div>When setting the price for your&nbsp;<a href=\"offerings\" class=\"toArticle\">Offerings<\/a>, IF you have your account configured for multiple currencies, you\u2019ll see a link by which to set the currency for that price.&nbsp; Click it, and the menu will appear.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-17_at_9.41.18am.png\" height=\"597\" width=\"872\" class=\"center\" alt=\"screenshot_2024-05-17_at_9.41.18am.png\" \/><\/div><h2>Engagements in Multiple Currencies<\/h2><div><p style=\"line-height:1.7em;color:rgb(0,0,0);font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;background-color:rgb(255,255,255);\">Setting the currency for the invoices of an&nbsp;<a href=\"engagements\" class=\"toArticle\">Engagement<\/a>&nbsp;and&nbsp;<a href=\"engagements\/templates\" class=\"toArticle\">Engagement Template<\/a>&nbsp;works the same way: if you\u2019re configured to transact in more than one currency, you\u2019ll find the place to choose which one.<\/p>\n<p>&nbsp;<\/p>\n<p style=\"line-height:1.7em;color:rgb(0,0,0);font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;background-color:rgb(255,255,255);\">Note that the currency set for an Offering or Engagement takes precedence over the currency set for a client: if a client is set for GB Pounds, for example, but is enrolled into an Engagement which entails invoicing in euros, those engagement invoices will be issued in euros.<\/p>\n<p>&nbsp;<\/p>\n<p style=\"line-height:1.7em;color:rgb(0,0,0);font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;background-color:rgb(255,255,255);\">Also note the presence of \u201c$USD\u201d in above example: the system won\u2019t ALWAYS clutter up the display with those 3-letter currency codes, but if a currency you\u2019ve chosen could be one of several that use the same symbol (in this case, \u201c$\u201d which could refer to US or Canadian dollars), CA will automatically adjust the display in order to disambiguate.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2>Different Offerings for Different Markets<\/h2><p style=\"line-height:1.7em;color:rgb(0,0,0);font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;background-color:rgb(255,255,255);\">If you have customers in different countries who are to be charged in different currencies, you might make multiple sets of Offerings (and\/or Engagements), each one priced appropriately for their respective market and currency.&nbsp; You can do this quickly by setting up an Offering (or Engagement) in one currency and making a clone that varies only in pricing.<br \/><br \/>From there, it\u2019s up to you to make the correct set of Offerings available to the right people. You might, for example, create two Offering Collections, one for Canadian customers and another for US customers.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2>Currencies and Your Payment Processor for Online Payments<\/h2><p style=\"line-height:1.7em;color:rgb(0,0,0);font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;background-color:rgb(255,255,255);\">If you\u2019re set up to accept payments from your customers online (via your chosen payment processor, Square or Stripe), the currencies in which you can accept those payments are a matter between you, your payment processor, and your bank. So be certain that the currencies you pick are actually ones you can accept payments in!<br \/><br \/>If you\u2019re not processing payments online, you\u2019re free to choose whichever currencies you like (as you\u2019ll be&nbsp;<a href=\"clientInvoicing\/recordingPayment\" class=\"toArticle\">manually recording payments<\/a>&nbsp;received by some other channel).<\/p>\n<p>&nbsp;<\/p>\n<h2>Reporting in Multiple Currencies<\/h2><p style=\"line-height:1.7em;color:rgb(0,0,0);font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;background-color:rgb(255,255,255);\">It\u2019s nice to see the sum total of invoicing actions in your account, and CoachAccountable offers plenty of places to do that.&nbsp; Having multiple currencies amid your business transactions makes totaling the numbers a little hairier but not insurmountable.&nbsp; CA handles this by listing items all together but showing currency-specific totals broken out at the bottom:<\/p>\n<p style=\"line-height:1.7em;background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-17_at_9.46.27am.png\" height=\"701\" width=\"892\" class=\"center\" alt=\"screenshot_2024-05-17_at_9.46.27am.png\" \/><\/p>\n<\/div>","inAppPage":"invoicing","searchTermSet":["Multiple Currencies","Can I use more than one currency?","I bill my clients in their own currency - how do I set that up?","How can I bill international clients? ","Does CoachAccountable support multiple currencies?","Foreign Currency"],"reducedSearchTermSet":["multipl currenc","can us more than on currenc","bill client in their own currenc _0 set that up","_0 bill intern client","do coachaccount support multipl currenc","foreign currenc"],"relatedTopicSet":["FAQs\/internationalContact","clientInvoicing"],"ID":"407","ParentID":"97"},"reports\/appointments\/coachingHoursLog":{"slug":"coachingHoursLog","slugPath":"reports\/appointments\/coachingHoursLog","name":"Coaching Hours Log","article":"<div>Many coaching certification bodies require a report of the hours you've spent coaching in order to confer certification. This report helps expedite the process.&nbsp;<\/div><br \/><div>For this report, simply select the dates you'd like to include, then click <em>Load<\/em>.<\/div><div>You'll see both individual and&nbsp;<a href=\"groups\" class=\"toArticle\">Group<\/a>&nbsp;clients listed, as well as the number of hours spent coaching and number of&nbsp;<a href=\"appointments\" class=\"toArticle\">Appointments<\/a>.&nbsp;<\/div><br \/><div>The&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">Appointment Types<\/a>&nbsp;you've scheduled will determine the hours spent coaching. For instance, if you had a one-hour session and a 30-minute session with a client, you'll see 1.5 hours and 2 Appointments listed for that person.<br \/><br \/>For Team Edition accounts, you'll have an additional choice to run the report for other coaches if desired.<\/div><br \/><div>Click on the name of any column to sort.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-03_at_4.04.07pm.png\" height=\"577\" width=\"999\" class=\"center\" alt=\"screenshot_2024-04-03_at_4.04.07pm.png\" \/><\/div><div>Note: If you're pursuing an International Coaching Federation (ICF) certification, this report exactly matches the form you'll need. Just download as a CSV and you're set!<br \/><\/div>","inAppPage":"","searchTermSet":["Coaching Hours Log","How do I track hours for coach certification?","Can you CoachAccountable help me with ICF certification?"],"reducedSearchTermSet":["coach hour log","_0 track hour coach certif","can you coachaccount help me with icf certif"],"relatedTopicSet":[""],"ID":"408","ParentID":"242"},"reports\/appointments\/groupHistory":{"slug":"groupHistory","slugPath":"reports\/appointments\/groupHistory","name":"Group History Report","article":"<div>Here you'll see the history of your&nbsp;<a href=\"groups\/groupItems\/appointments\" class=\"toArticle\">Group Appointments.<\/a><br \/><br \/>Simply select the date range and which&nbsp;<a href=\"groups\" class=\"toArticle\">Group<\/a>&nbsp;you'd like to display (or all of your Groups) and click <em>Load.<\/em><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_2.38.29_pm.png\" class=\"center fullScreenshot\" alt=\"screen_shot_2021-11-01_at_2.38.29_pm.png\" width=\"1000\" height=\"483\" \/><br \/><div>For Team Edition accounts, you'll have an additional selection to see the Group Appointments by coach, as well as an additional column on the report to indicate the coach owner of the Group.&nbsp;<\/div><br \/><br \/><\/div>","inAppPage":"","searchTermSet":["Group History Report","How can I see all my Group Appointments?","Where can I view Group Appointment history?"],"reducedSearchTermSet":["group histori report","_0 see all group appoint","_0 view group appoint histori"],"relatedTopicSet":["groups\/groupItems\/appointments","groups","reports\/appointments\/history"],"ID":"409","ParentID":"242"},"resourcePackages\/tips":{"slug":"tips","slugPath":"resourcePackages\/tips","name":"Resource Package Tips and Answers","article":"<div>A few things to keep in mind as you&nbsp;<a href=\"resourcePackages\/setup\" class=\"toArticle\">create and share your Resource Packages<\/a>.<\/div><br \/><h2>Where Do These Items Go?<\/h2><div>Each type of item goes to its respectful location. Courses go into your Courses area, Agreement Templates go into your Agreement Templates, and so on.&nbsp;<\/div><br \/><h2>Changes You Make<\/h2><div>If you make a change to a package, such as adding resources, it won't affect people who have already installed that package. They'll have just what was in the package at the time they added it. If you make those changes, though, you can send the link out again to those same people. They'll receive only the added material.<\/div><br \/><div>You cannot remove resources from other people's accounts. If you remove an item from a Resource Package, future people who install it won't see that removed item, but anyone who already has it has it.<\/div><br \/><div>Similarly, you can't remove an installed Resource Package, in whole or in part, from another user's account.<\/div><br \/><h2>Intellectual Property<\/h2><div>When a package is shared, those resources exist fully in the other account. That means the other coach can make changes or additions to those items you've provided. How, then, can you protect your intellectual property?<\/div><br \/><div>We recommend that you address all intellectual property concerns with whatever contracts you and the other coaches set up. Ensure that you've explicitly stated what you consider 'open source', available for others to use and adapt as they like, and what you require to stay intact and unedited (including with or without attribution to you as the creator of that material). If this is part of a franchise business, does the other coach need to stop using your material if selling the franchise? We recommend having an attorney review all this to ensure you're covered in the way you want to be.<\/div><br \/><h2>Already-Installed Resources<\/h2><div>If someone is installing a package but already has some of your resources (say, for instance, in the 'changes' section above), only the new resources will be added.<\/div><br \/><h2>When to NOT Use Resource Packages<\/h2><div>If you want to maintain some oversight of these other coaches and how they use your resources, these packages aren't the way to go. Instead, you'll want to set up a Team Edition account, where those coaches are part of your team. Similarly, if you promise a certain type of coaching with your model and you want to ensure that's being delivered upon, a Team Edition account would work best (and you can utilize things like the&nbsp;<a href=\"reports\/coachTouchpoints\" class=\"toArticle\">Coach Touchpoints Report<\/a>&nbsp;to help). Likewise, if you want the ability to cut off access to these resources at any time, a Team Edition account will be your choice (you'll simply deactivate a coach who is no longer working with you; without access to their account, that coach won't see those resources).<\/div><br \/>","inAppPage":"","searchTermSet":["Resource Package Tips and Answers","What if I change a Resource Package?","Can I update a Resource Package?","Can I remove or recall a Resource Package?","What happens with my intellectual property in Resource Packages?","Can other coaches edit my Resource Package materials?","What if someone installs my Resource Package twice?","Can I send a Resource Package to a client?"],"reducedSearchTermSet":["resourc packag tip and answer","what if chang resourc packag","can updat resourc packag","can remov or recal resourc packag","what happen with intellectu properti in resourc packag","can other coach edit resourc packag materi","what if someon instal resourc packag twice","can send resourc packag client"],"relatedTopicSet":["resourcePackages\/setup","teamEdition"],"ID":"411","ParentID":"324"},"clientInvoicing\/onlinePayments\/paypal":{"slug":"paypal","slugPath":"clientInvoicing\/onlinePayments\/paypal","name":"PayPal Payments","article":"<p>Despite having more coverage, globally, even PayPal supports billing only in select currencies.&nbsp; If you try to choose PayPal while having selected a currency that is not supported, the system will alert you of as much.<\/p>\n<p>&nbsp;<\/p>\n<h2>Setup<\/h2><p>To set up, simply navigate to <em>Business Center &gt;&gt; Setup &gt;&gt; Invoicing Config<\/em>. Once there, click the Processor tab, select PayPal and put in your email address associated with your PayPal account:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-17_at_2.02.59pm.png\" height=\"664\" width=\"1000\" class=\"center dropShadow\" alt=\"screenshot_2024-10-17_at_2.02.59pm.png\" \/><\/div><br \/><div>\n<h2>Client Experience<\/h2><\/div><p>Instead of entering payment details in-app, like with the others, a button will whisk your customers off to PayPal to complete the transaction.&nbsp; In the case of Offerings, this is a pop up window, like so:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-17_at_2.06.51pm.png\" height=\"712\" width=\"999\" class=\"center dropShadow\" alt=\"screenshot_2024-10-17_at_2.06.51pm.png\" \/><\/div><br \/><div>\n<h2>Trade-Offs<\/h2> PayPal offers a few trade-offs from the other payment processors.&nbsp; For one, one needn\u2019t even have a PayPal account to get started: you can simply enter your email address.&nbsp; Whenever you get your first payment this way, PayPal will let you know you\u2019ve got money, and guide you through the steps to retrieve it (and set up your account in the process).<\/div><br \/><div>Your customers going to PayPal means they can pay in alternative ways to just a credit card, like bank transfers or with their PayPal balance.&nbsp; Though not guaranteed, this opens up the possibility of you collecting on your invoices without being subject to the usual merchant processor fees.<\/div><br \/><div>(The flip side of this, of course, is that the activity of making the payment is all happening at the PayPal side of things, and thus there\u2019s no way for you, as a merchant, to store information about their payment instruments for later payments.)<\/div><br \/><div>That also means that if you use&nbsp;<a href=\"engagements\" class=\"toArticle\">Engagements<\/a> to automatically invoice your clients, <strong>the payments will not automatically process<\/strong>. Your clients will need to manually pay each invoice.<\/div>\n<p>&nbsp;<\/p>\n<p>Overall it works fine, both to allow your new clients to purchase your Offerings and your established clients to pay your invoices.&nbsp; We recommend Stripe or Square over PayPal for the aforementioned reasons, but to all of those for whom those aren\u2019t an option, PayPal\u2019s got you covered!<\/p>\n<p>&nbsp;<\/p>","inAppPage":"","searchTermSet":["PayPal Payments","Can I use PayPal with CoachAccountable?","My country does not support Stripe or Square - what do I do?","How do I set up PayPal?","How to set up PayPal?","PayPal"],"reducedSearchTermSet":["paypal payment","can us paypal with coachaccount","countri do not support stripe or squar what","_0 set up paypal","set up paypal","paypal"],"relatedTopicSet":["clientInvoicing\/reports\/payments"],"ID":"412","ParentID":"101"},"FAQs\/deleteCourse":{"slug":"deleteCourse","slugPath":"FAQs\/deleteCourse","name":"How do I delete a Course?","article":"<div>To delete a Course, go to Home &gt;&gt; Courses. From here, you can delete a Course in two ways:&nbsp;<\/div><br \/><div>For the first, hover your mouse over any Course. You'll see a menu in the lower right with a trash can icon; click that to delete.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-03_at_9.33.18_am.png\" height=\"438\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-03_at_9.33.18_am.png\" \/><\/div><div>For the second. single-click on any Course. Over on the right sidebar you'll see a set of icons appear just above the Schedule and Participants tabs, including the trash can icon.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-10_at_10.18.16_am.png\" height=\"454\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-10_at_10.18.16_am.pn\" \/><\/div>","inAppPage":"","searchTermSet":["How do I delete a Course?","How do I remove a Course?","Deleting Courses","Removing Courses"],"reducedSearchTermSet":["_0 delet cours","_0 remov cours","delet cours","remov cours"],"relatedTopicSet":["courses\/building"],"ID":"413","ParentID":"130"},"general\/magicTags":{"slug":"magicTags","slugPath":"general\/magicTags","name":"Magic Tags","article":"<div>Magic tags allow you to automatically populate contextually relevant information, such as [appointmentDate] in an Appointment notification or [clientName] is... well, that ones like all over the place! :)&nbsp; These convenient tags exist in various portions of CoachAccountable.<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/magicTags-availableUI.png\" height=\"79\" width=\"645\" class=\"center\" alt=\"magicTags-availableUI.png\" \/><\/div><br \/><div>As an example, [loginLink] is the most common one you'll see around. What does it do? It automatically generates a unique, one-time-use login link for one specific client, which skips right over the username and password screen and gets them all the way in.&nbsp;<div><br \/><h2>Which Magic Tags Can I Use?<\/h2><div>Wherever a magic tag is available, it will be found somewhere in the nearby UI of whatever you're composing. If you're using a tag from another portion of the system in a different area, it likely will not work. Only certain magic tags are available in certain places, so you won't find a central library of available magic tags.<\/div><br \/><div>Imagine the tag [invoiceNumber] in the body of a Worksheet - the system wouldn't know what information to plug in, because it isn't in any way related to an invoice. Thus, only related and fillable magic tags will show for you in a given place.<\/div><div><br \/><\/div><div><br \/><\/div><h2>The Double Colon Trick: Custom Link Text<\/h2><div>Some magic tags are themselves links to something, like the aforementioned [loginLink] or [scheduleLink].&nbsp; Often, what gets inserted will be a clickable link that is the raw URL of that link, such has:<\/div><div><br \/><\/div><div><a href=\"https:\/\/www.coachaccountable.com\/login\/34jrCzFxv8au48uyg\" target=\"_blank\">https:\/\/www.coachaccountable.com\/login\/34jrCzFxv8au48uyg<\/a><\/div><div><br \/><\/div><div>For any of these, you can customize the text of the link to be something prettier using the double colon trick in the magic tag itself.&nbsp; Do this by putting, two colons, i.e. \"::\", just after the tag but before the closing square bracket, and then typing whatever you'd like the link text to be, like so:<\/div><div><br \/><\/div><div>[loginLink::Click here to get on in to your account!]<\/div><div><br \/><\/div><div>This would give the a link to the same URL but with the indicated clickable text, like so:<\/div><div><a href=\"https:\/\/www.coachaccountable.com\/login\/34jrCzFxv8au48uyg\" target=\"_blank\">Click here to get on in to your account!<\/a><\/div><div><br \/><\/div><div><br \/><\/div><h2>Troubleshooting Magic Tags<\/h2><div>If your magic tags aren't working, take a look at these things.<\/div><br \/><h3>Are you sending yourself a template?&nbsp;<\/h3><div>Template tests, since they don't have any real information to pull from, will fill in with dummy data.&nbsp; Sometimes, for example, a [clientFirstName] magic tag might turn into **Your client's first name**.<\/div><div><br \/><\/div><div>Because it changed, you can be assured that the magic tag substitution is definitely working.<\/div><br \/><h3>Are you using an available tag?<\/h3><div>As mentioned above, tags can't be used randomly and must be provided for your use. If you don't see the tag as available, it likely won't work!<\/div><br \/><h3>Is the tag exactly right?<\/h3><div>The tag must be exact; for instance, the [loginLink] tag must be exactly that: a set of brackets, lower case first L, upper case second L. Any change to this, such as (loginLink) with parentheses instead of brackets, will break the link.&nbsp;<\/div><br \/><div>As a <strong>pro tip,<\/strong> anywhere you see an available tag, you can click on it to have it added right into whatever you're editing (saving you the trouble of making sure every character is exactly right).<\/div><br \/><h3>Did you replace the magic tag with something else?<\/h3><div>Sometimes, in a misunderstanding of the way magic tags work, coaches take it upon themselves to populate the data where the tag should be. For instance, if you removed a magic tag for [clientFirstName] and replaced it with \"Amy\" in a message template, every client will receive the email with the name \"Amy\" instead of their own name!<\/div><\/div><\/div>","inAppPage":"","searchTermSet":["Magic Tags","What's a magic tag?","What are magic tags?","How do I use magic tags?","My magic tag isn't working.","Troubleshoot magic tags","What is [loginLink]?","What are all the available magic tags?","How do I set the text of a link for a magic tag?","The double colon trick: custom link text"],"reducedSearchTermSet":["magic tag","what' magic tag","what ar magic tag","_0 us magic tag","magic tag isn't work","troubleshoot magic tag","what [loginlink]","what ar all avail magic tag","_0 set text link magic tag","doubl colon trick custom link text"],"relatedTopicSet":[""],"ID":"414","ParentID":"421"},"courses\/pages\/tips":{"slug":"tips","slugPath":"courses\/pages\/tips","name":"Tips for Building Course Pages","article":"<div>The Course Builder has a few things to help you easily build, tinker with, and ultimately refine the course experience you\u2019ll be creating.<\/div><br \/>\n<div>Look to the left menu area while on the Course Editor page for one of your Courses:<\/div>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepages-leftnavtools.png\" class=\"center\" alt=\"coursepages-leftnavtools.png\" width=\"267\" height=\"541\" \/><\/div><br \/><div><\/div><div><p>The <strong>Navigate<\/strong> menu gives you some visual feedback around how you\u2019ve got your Course laid out.&nbsp; As you add Course Sections, you\u2019ll see a mini menu of the sections you have appear.&nbsp; These mini links allow you to quickly scroll up and down the timeline to jump to a given section.<\/p>\n<p>&nbsp;<\/p>\n<p>Furthermore, the navigate map of the numbered Days (or&nbsp;<a href=\"courses\/stepBased\" class=\"toArticle\">Steps<\/a>) your course is comprised of will be augmented with a little top-left triangle piece, signifying the presence of a new Course Section start on that day (or step).&nbsp; This visual allows you to get a sense of how your sections are spread out over your timeline, helping you design a nicely balanced breakdown of your course into those sections.<\/p>\n<p>&nbsp;<\/p>\n<p>Finally the \u201c<strong>Preview page display\u2026<\/strong>\u201d button gives just what you\u2019d expect: you can quickly jump to and experience what the layout AND interactive flow will be like for your clients.&nbsp; Jumping between the preview and builder mode will allow you to iterate quickly as you put the finishing touches to get your Course to perfection.&nbsp; (Moreover, it\u2019s a great way to get familiar with how what you design corresponds to what clients will see\u2026 super handy when you\u2019re just getting started!)<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepages-pagepreview.png\" class=\"center fullScreenshot\" alt=\"coursepages-pagepreview.png\" width=\"1000\" height=\"929\" \/>\n<p>&nbsp;<\/p>\n<p>There\u2019s one key way in which your preview experience is different from what your clients ultimately see, and that is you, as course designer, are allowed to freely jump ahead to future sections that are not yet opened up (i.e. those items in the left menu that are greyed out).&nbsp; This allows you to quickly preview ALL sections of our course while under construction, and you can rest assured your clients WON\u2019T be able to violate the sequential nature of the course.<\/p>\n<br \/><h2>Tips for Designing Course Page Experiences<\/h2><p>Because Course Pages really pull for interactive progression as you work through, Course Pages are perhaps best suited to&nbsp;<a href=\"courses\/stepBased\" class=\"toArticle\">Step-Based Courses<\/a>.&nbsp; In step-based courses, completion of items in one step move you then on to the next, and this makes for a really satisfying experience of making progress.<\/p>\n<p>&nbsp;<\/p>\n<p>That said, you can make Course Pages for a course that is time-based, i.e. dispatching over a span of days.&nbsp; A classic example of this would be a Course spanning several weeks, wherein each week contains its own lesson (for example, wherein new lessons are unlocked on Mondays).\n<\/p>\n<p>&nbsp;<\/p>\n<p>To make that work elegantly as a Course Page, you would put everything for a given lesson on the same day of the timeline, dispatching at the same time of day.&nbsp; To make the interactive \u201cgo through these steps to work through the lesson\u201d experience, you can drag items onto timeline day items to have their dispatch follow the completion of those preceding items, like so:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepages-addfollowingcontent.png\" class=\"center\" alt=\"coursepages-addfollowingcontent.png\" width=\"573\" height=\"182\" \/><\/div><div><strong>Tip:<\/strong> Any item that is \"completable\" (namely Actions, Worksheets and Files) and have one (or more!) items following that completion.<br \/><\/div><div><br \/><p>By daisy-chaining you can make sequences as long as you like.&nbsp; The net effect is everything is essentially \u201cready to go\u201d for the weekly lesson on Monday, and your client can, in self-paced fashion, reveal all of it as they complete the sequence of items.&nbsp; And then the next Monday rolls around, unlocking all items from the next lesson.<\/p>\n<p>&nbsp;<\/p>\n<p>By putting a Course Section item at the top of the lessons items, you can send a timed notification email that contains a [loginLink] that magically brings them right to that section of the Course Page.&nbsp; It\u2019s a slick experience to give your clients.<\/p>\n<br class=\"Apple-interchange-newline\" \/><br \/><\/div>","inAppPage":"","searchTermSet":["Tips for Building Course Pages","How do I build a Course?","What are the best ways to build a Course Page?","Course Section","Course Content","Build course in course pages","Course page"],"reducedSearchTermSet":["tip build cours page","_0 build cours","what ar best wai build cours page","cours section","cours content","build cours in page","cours page"],"relatedTopicSet":["courses\/building","courses\/pages","courses\/pages\/converting","courses\/pages\/clientview","courses\/pages\/whentouse"],"ID":"440","ParentID":"439"},"courses\/pages\/converting":{"slug":"converting","slugPath":"courses\/pages\/converting","name":"Converting Existing Courses into Pages","article":"<div><\/div><p>If you already have a course for which you\u2019d like to add the Course Pages experience, you can do so by making a few simple changes to your existing Course.<\/p>\n<p>&nbsp;<\/p>\n<p>First, bring up the Course Editor page and visit the Basics area.&nbsp; The key lies in the \"Visibility\" settings:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepages-visibilitywithinbasicsettings.png\" class=\"center fullScreenshot\" width=\"1000\" height=\"652\" alt=\"coursepages-visibilitywithinbasicsetting\" \/><\/div>\n<p>&nbsp;<\/p>\n<p>First, make sure the Visibility is set to either 'Participants can see only as far as they progressed' or 'Participants can see entire timeline'.&nbsp; When that is set you'll be able to check the 'Enable Course Pages' checkbox.<\/p>\n<p>&nbsp;<\/p>\n<p>When you click back to Schedule area (i.e. the Course Builder) you can then add one or more Course Sections to it.&nbsp;&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>You may also optionally add Page Content items wherever fitting.<\/p>\n<p>&nbsp;<\/p>\n<p>Keep in mind that when you are converting an existing Course, you're smack in the middle of an opportunity to rethink the cadence and method items are presented to the clients!&nbsp; So, don't be surprised to find that some Notification Messages or Emails may no longer be needed.<\/p>\n<p>&nbsp;<\/p>\n<div>And that's all it takes.&nbsp; Once&nbsp; you've \u201cconverted\u201d your Course, your clients will be able to view their courses in the Course Page display mode right away, even for Courses they\u2019ve already been added to or even already completed.\n<\/div><p>&nbsp;<\/p>","inAppPage":"","searchTermSet":["Converting Existing Courses into Pages","Convert Existing Course into Course Pages?","How do I convert Course into Course Pages?","Where do find how to turn on Course Pages?","How to turn on Course Pages?"],"reducedSearchTermSet":["convert exist cours into page","convert exist cours into page","_0 convert cours into page","find turn on cours page","turn on cours page"],"relatedTopicSet":["courses\/pages\/tips","courses\/pages\/whentouse","courses\/pages\/clientview","courses\/pages"],"ID":"441","ParentID":"439"},"courses\/pages\/whentouse":{"slug":"whentouse","slugPath":"courses\/pages\/whentouse","name":"When (and When NOT) to Use Course Pages","article":"<div><\/div><div><em>To use or not to use, that is the question!<br \/><\/em><\/div><br \/><div>Here are some tips to guide you in determining whether or not it would be fitting to design your Courses to use Course Pages.<\/div><br \/><div><h2>A Series of Sequential Lessons: Big Yes<\/h2><\/div><div>\nGenerally speaking, Course Pages are for when you have a \ngenuine structure of lessons (or modules, or units, or participatory \nsteps, or\u2026) that progresses in sequential fashion.<\/div><br \/><div>If that resembles your Course, then Course Pages are the way to give your clients a great experience of working through that content.<br \/><\/div><br \/><h2>File Dump: No (Probably)<\/h2><p>A common use of Courses is to quickly and easily dump a bunch of \u201cstandard\u201d items into a client\u2019s account.&nbsp; This might be, for example, to quickly share an essential library of files, or setup a core set of Metrics that every client generally tracks.&nbsp;&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>This is one facet of what we call the&nbsp;<a href=\"courses\/starterkitCourses\" class=\"toArticle\">Starter Kit Course<\/a>, and while useful it\u2019s a poor candidate for a Course Page experience (because all those items AREN\u2019T meant to be perused in sequential fashion).<\/p>\n<p>&nbsp;<\/p>\n<h2>Onboarding Sequence: Yes<\/h2><p>By contrast, another use for Starter Kit Courses is as a sort of orientation or sequence of first steps to get going.&nbsp; THAT usage, marked by a client working through some materials and assignments in sequential fashion, is PERFECT for Course Pages.<\/p>\n<p>&nbsp;<\/p>\n<h2><strong>File Dump + Onboarding Sequence Combo:<\/strong> Maybe&nbsp;&nbsp;<\/h2><p>So, what if you have a course that does both?&nbsp; Well, you have two options:<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Split the Course into two separate courses:<\/strong>&nbsp;One for dumping in items and the other for your client to work through.&nbsp; This is probably the safest bet and easiest to manage and setup without making mistakes or encountering gotchas.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Make it a Combo: <\/strong>If you\u2019re feeling confident in your CoachAccountable course building kung fu, you can do a fancy hack which is to combine the two.&nbsp; Remember that note about how items that precede the very first Course Section item never appear on a Course Page (because they don\u2019t belong to any section)?&nbsp; You can use that fact to your advantage by adding all the \u201cdump in\u201d items prior to the first section, and then make an elegant sequence of content and assignments in the sections that follow.<\/p>\n<p>&nbsp;<\/p>\n<h2>Regular Check-In Worksheet: No<\/h2><p>Another common use of Courses is to deliver a regular check in or tracking&nbsp;<a href=\"worksheets\" class=\"toArticle\">Worksheet<\/a>&nbsp;on a routine basis, most often to have the numbers reported in that Worksheet&nbsp;<a href=\"metrics\/setup\/pipingInFromWorksheets\" class=\"toArticle\">pipe into Metrics<\/a>.&nbsp;&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>This would be a POOR use for Course Pages, because perusing a Course that was little more than a lengthy sequence of the same Worksheet over and over probably wouldn\u2019t be useful or satisfying.&nbsp; (Especially because it\u2019s might nicer to flip through past Worksheets in the Worksheets &gt;&gt; Past tab.)<\/p>","inAppPage":"","searchTermSet":["When (and When NOT) to Use Course Pages","When to use Course Pages?","Should I turn my existing Course into Course Pages?","Using Course Pages?"],"reducedSearchTermSet":["and not us cours page","us cours page","should turn exist cours into page","us cours page"],"relatedTopicSet":["courses\/pages\/tips","courses\/pages","courses\/pages\/converting","courses\/pages\/clientview"],"ID":"442","ParentID":"439"},"courses\/pages\/clientview":{"slug":"clientview","slugPath":"courses\/pages\/clientview","name":"Course Pages for Clients","article":"<div><\/div><p>The whole point of Course Pages is for your clients to have an elegant experience of going through your Courses.&nbsp; As you might expect, they\u2019ll find the place to access the course (or courses) they are participating in in their <strong>Courses<\/strong> tab.<\/p>\n<p>&nbsp;<\/p>\n<p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepages-clientcards.png\" class=\"center\" width=\"885\" height=\"484\" alt=\"coursepages-clientcards.png\" \/>Simply clicking anywhere on the card will take them right in to view and work on the course.\n<\/p>\n<p>&nbsp;<\/p>\n<p>From the course listing isn\u2019t the only way for clients to visit a Course Page.&nbsp; If you set a notification message for a Course Section item, the [loginLink] magic tag will turn into a link that takes your client right to that section on that Course Page.<\/p>\n<p>&nbsp;<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepages-sectionnotificationmessage.png\" class=\"center\" width=\"539\" height=\"350\" alt=\"coursepages-sectionnotificationmessage.p\" \/><\/div><br \/><div>This is super handy, and works when that notification message is delivered via email OR displayed in-app (i.e. whenever a new section opens up in response to your client completing some preceding item).<br \/><\/div><br \/><div><strong>Tip:<\/strong>\n Like elsewhere, you can do the double colon trick in the loginLink:: \nmagic tag to explicitly set the clickable text you\u2019d like the link to \nhave.<\/div><p>&nbsp;<\/p>\n<div class=\"wp-caption aligncenter\">\n<\/div> <br \/><p>&nbsp;<\/p>\n<p>As always, we also suggest that you try these things out by using your&nbsp;<a href=\"FAQs\/coachMyself\" class=\"toArticle\">Freebie Client<\/a>&nbsp;to ensure that everything goes exactly as expected!<\/p>","inAppPage":"","searchTermSet":["Course Pages for Clients","How do clients find a Course Page?","Where do my clients see Course Pages? ","How can my clients do a Course?"],"reducedSearchTermSet":["cours page client","_1 find cours page","_1s see cours page","_1s cours"],"relatedTopicSet":["FAQs\/coachMyself","courses\/pages","courses\/pages\/tips","courses\/pages\/converting","courses\/pages\/whentouse"],"ID":"443","ParentID":"439"},"FAQs\/ownmessagetemplates":{"slug":"ownmessagetemplates","slugPath":"FAQs\/ownmessagetemplates","name":"Can I save my own Email Message Templates","article":"<div>You can!&nbsp; That is the stuff of Custom Message Templates.<br \/><\/div>","inAppPage":"","searchTermSet":["Can I save my own Email Message Templates","Custom Email Templates","Add Message Templates","My own custom email message templates","Sending email template"],"reducedSearchTermSet":["can save own email messag templat","custom email templat","add messag templat","own custom email messag templat","send email templat"],"relatedTopicSet":["settings\/messageTemplates\/custom"],"ID":"444","ParentID":"130"},"groups\/groupItems\/groupCourses":{"slug":"groupCourses","slugPath":"groups\/groupItems\/groupCourses","name":"Group Courses","article":"<div><\/div><p><strong>Group Courses<\/strong> allows Groups of coaching clients to embark together on the same course, and all items of the course will be delivered as group items.&nbsp; Say Day 1 of a course entails an Action assignment to call on five prospects.&nbsp; Members of a group taking that course would each have that assignment, and could all see the overall progress of everyone in the group, i.e. who is done and who is not.<\/p>\n<p>&nbsp;<\/p>\n<div>\n<\/div> <div>Like regular Group items, depending on the settings you've chosen, everyone can see everyone else's progress and make comments.<\/div><br \/><h2>Building a Group Course<\/h2><div>Note that <strong>only Day-Based Courses can be assigned to a group<\/strong>;&nbsp;<a href=\"courses\/stepBased\" class=\"toArticle\">step-based courses<\/a>&nbsp;by design are self-paced and thus cannot be assigned to a group.<br \/><\/div><br \/><div><div>When working on a course, check the box next to Group Course settings in the lower right of the course builder.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-08_at_7.07.02am.png\" height=\"607\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-04-08_at_7.07.02am.png\" \/><\/div>You'll then notice that for each item you add to the course, you'll have the ability to set the <em>Client visibility in groups.&nbsp;<\/em><a href=\"groups\/groupItems\/clientVisibility\" class=\"toArticle\">There are four different levels of transparency you can allow.<\/a>&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-08_at_7.09.17am.png\" height=\"612\" width=\"704\" class=\"center\" alt=\"screenshot_2024-04-08_at_7.09.17am.png\" \/><\/div><div><h2>Starting a Group Course<\/h2><p>Starting up a Group Course is as simple as choosing a Group to be the participant in your course:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-08_at_7.14.29am.png\" height=\"519\" width=\"652\" class=\"center\" alt=\"screenshot_2024-04-08_at_7.14.29am.png\" \/><\/div><div><p>You can also start a course for the group by going to the group's <em>Courses<\/em> tab and clicking <em>+Course Participation<\/em>.<\/p>\n<p>&nbsp;<\/p>\n<p>When choosing to put a group into a course, you can indicate exactly which members of the group will be doing it, handy in cases when one or more members will not be joining in:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-08_at_7.15.42am.png\" height=\"562\" width=\"662\" class=\"center\" alt=\"screenshot_2024-04-08_at_7.15.42am.png\" \/><\/div><h3>Managing Group Course Progress<\/h3><div><p>Just like with individual courses, click on the magnifying glass to see an overview of how the group is doing.<\/p>\n<br \/>Like with individuals, clicking the Edit icon allows you to pause, rewind, fast forward or altogether stop the course progression. You can also <strong>add or remove group members<\/strong>.<\/div><br \/><div>If you have enabled&nbsp;<a href=\"courses\/pages\" class=\"toArticle\">Course Pages<\/a>&nbsp;for this particular course, each group member will be able to visit the Course Page to see all the course content in one place.<\/div><div><br \/><p>Group Courses are a fantastic way to put a collection of people through a standardized program, and have them benefit from the joint accountability and transparent results as the program unfolds.&nbsp; Like Group assignments given out in an ad hoc fashion, the open transparency is powerfully motivating to individuals who are a part of the group.<\/p>\n<\/div>","inAppPage":"","searchTermSet":["Group Courses","Group Courses","How to put a Group in a Course","Can I put a Group in a Course","Courses for Groups","Manage Group Course Participants"],"reducedSearchTermSet":["group cours","group cours","put group in cours","can put group in cours","cours group","manag group cours particip"],"relatedTopicSet":["groups\/groupItems","courses\/building"],"ID":"445","ParentID":"118"},"FAQs\/scheduleLink":{"slug":"scheduleLink","slugPath":"FAQs\/scheduleLink","name":"How do I send my client a schedule link?","article":"<div>When it comes to sharing a link by which your clients can schedule with you, there are TWO common scenarios:<\/div><div><ol><li>A scheduling link for your <strong>established<\/strong> clients<\/li><li>A scheduling link for your <strong>prospective<\/strong> clients<\/li><\/ol>\nBecause appointment scheduling is generally done in-app by logged in parties, this means there are two approaches.<\/div><br \/><div><h3>For Established Clients<\/h3><\/div><div>Established clients schedule with you while logged in to their account with you.&nbsp; For security purposes, there's no single, unchanging URL for that.<\/div><br \/><div>So you can have CA send them a magic link that logs them in and brings the scheduler right up.<\/div><br \/><div>The easiest way to get a scheduling link to your established client is to send a direct message from the client's page.&nbsp;&nbsp;<\/div><br \/><div>Go to the client's Client Page and click the envelope icon to the left of their avatar, which is found towards the top of the left-side menu.<br \/><\/div><br \/><div>As part of the body of the Message you compose, insert a [scheduleLink] magic link anywhere (you can do this by clicking the \"[scheduleLink]\" link found towards the bottom of the compose window):<br \/><\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-03_at_9.30.42_am.png\" class=\"center\" alt=\"screen_shot_2021-11-03_at_9.30.42_am.png\" width=\"1000\" height=\"792\" \/><br \/>Send it off, and your client will receive an email with a magic link that will take them right in to schedule with you.<\/div><br \/><br \/><div><h3>For Prospective Clients<\/h3><br \/>Because prospective clients don't yet have an account with you, they can't schedule with you in the usual in-app way.&nbsp; So, for them, this is a little different.<\/div><br \/><div>The trick is to create an <a href=\"offerings\" class=\"toArticle\">Offering<\/a>, one which itself includes the scheduling of an Appointment with you.&nbsp; Once created, you can get the URL of that Offering in a standalone page, and THAT URL is ripe for sharing with prospects.<br \/><\/div>","inAppPage":"","searchTermSet":["How do I send my client a schedule link?","Schedule Link to Client","Magic Schedule Link","scheduleLink","scheduling link","Message client link to schedule an appointment","How to send my client a schedule link?","How to send clients a booking link"],"reducedSearchTermSet":["_0 send client schedul link","schedul link client","magic schedul link","schedulelink","schedul link","messag client link schedul appoint","send client schedul link","send client book link"],"relatedTopicSet":[""],"ID":"446","ParentID":"130"},"FAQs\/discountcodes":{"slug":"discountcodes","slugPath":"FAQs\/discountcodes","name":"Is there a way to create discount or promo codes?","article":"<div>While there isn't a promo or discount 'code' you can give out in the traditional sense, you do have a couple of options (depending on how you're giving the discount). These options actually give you a bit more control over the <em>who<\/em> and <em>when<\/em> the discounts are applied.<\/div><br \/><div>Let's look at this based on different ways you can apply a discount:<br \/><br \/><h2><strong>For an&nbsp;<\/strong><a href=\"offerings\" class=\"toArticle\"><strong>Offering<\/strong><\/a><strong>&nbsp;with a Price<\/strong><\/h2><\/div><div>This is for Offerings that have their own price (i.e. a price that is <em>not <\/em>governed by the invoicing plan an Engagement). To give a discount on such an Offering, simply clone the Offering into a separate one, and set a discounted price for it.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/offering-discountedversions.png\" class=\"center\" width=\"999\" height=\"361\" alt=\"offering-discountedversions.png\" \/><\/div><br \/><div>To give your clients this discounted offer, simply share out the specific link to this new Offering.<br \/><\/div><br \/><h2><strong>For an Offering that has&nbsp;<\/strong><a href=\"engagements\" class=\"toArticle\"><strong>Engagement<\/strong><\/a><\/h2><div>If you are giving a discount when clients are signing up via an Offering you'd need to first create or clone the Engagement and adjust its price. We recommend creating a second line item on the invoice for the discount (e.g.<strong> <\/strong>\"Special Discount\", <strong>-170.00<\/strong>).<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/engagement-discountedinvoicingplan.png\" class=\"center\" width=\"822\" height=\"714\" alt=\"engagement-discountedinvoicingplan.png\" \/><\/div><br \/><div>Once the Engagement Template with the discounted pricing is ready, clone the Offering that has the regular pricing and replace the old Engagement with the new discounted one.&nbsp; Once this new Offering with the discounted pricing is ready, follow the same steps as above to share it.<\/div><br \/><div><h2>Using Restrictions<\/h2><\/div><div>\n<a href=\"https:\/\/blog.coachaccountable.com\/2020\/12\/offering-restrictions\/\" target=\"_blank\">Offering Restriction<\/a> are often a good fit for making discounted Offerings available.&nbsp; Set Restrictions to <strong>limit the number of sign-ups <\/strong>(so that only a certain number of people can take advantage of the discount) or to set a <strong>specific date range of availability<\/strong> (each of which effectively serves as ways to have the coupon \"expire\").&nbsp;&nbsp;<br \/><\/div><br \/><div><br \/><h2><strong>Applying a Discount on an&nbsp;<\/strong><a href=\"engagements\/engagementEnrollment\" class=\"toArticle\"><strong>Engagement for a Specific Client<\/strong><\/a><\/h2><\/div><div>If you are manually putting someone in an Engagement and giving them a discount,&nbsp; click the handshake icon for the client from your client listing, click <em>+Engagement<\/em> and choose the Engagement template you'd like to work from, then <em>Set it Up<\/em>.&nbsp;<\/div><br \/><div>Before hitting <em>Create<\/em>, head over to the <em>Invoicing Plan<\/em> and adjust the pricing (again you can add a second line to the invoice with the discount).&nbsp; Then click <em>Create <\/em>and <em>Save<\/em>.&nbsp;<br \/><br \/><\/div><br \/>","inAppPage":"offerings","searchTermSet":["Is there a way to create discount or promo codes?","Is there a way to create coupon codes for my Offerings?"],"reducedSearchTermSet":["there wai creat discount or promo code","there wai creat coupon code offer"],"relatedTopicSet":[""],"ID":"447","ParentID":"130"},"FAQs\/pastappointments":{"slug":"pastappointments","slugPath":"FAQs\/pastappointments","name":"Can I add past appointments for a client?","article":"<div><\/div>\n<div><\/div><p>Do you need to put in an appointment that occurred in the past for a client? You absolutely can do this:<\/p>\n<p>&nbsp;<\/p>\n<p>1. Begin scheduling the&nbsp;<a href=\"appointments\" class=\"toArticle\">appointment<\/a>&nbsp;as you\nnormally would, but instead of using the date picker, <em><strong>key in the date<\/strong><\/em> and\n<strong><em>select the time<\/em><\/strong> the appointment happened.<\/p>\n<p><br \/>\n2. Next, remove all the reminders and uncheck the box to send the notification\n(as that would be mighty confusing for the client).<\/p>\n<p><br \/>\n3. Hit Schedule Appointment, which will put that appointment under Past\nAppointments.<\/p>","inAppPage":"","searchTermSet":["Can I add past appointments for a client?","Scheduling Past Appointment","Record a past appointment"],"reducedSearchTermSet":["can add past appoint client","schedul past appoint","record past appoint"],"relatedTopicSet":[""],"ID":"449","ParentID":"130"},"FAQs\/clonecourse":{"slug":"clonecourse","slugPath":"FAQs\/clonecourse","name":"How do I clone a Course?","article":"<div>You can clone a Course to make a slightly different version or perhaps you're needing to make a Step-Based Course into a Day-Based Course (or vice versa).&nbsp;<\/div><br \/><div>Head over to Courses, and hover over the Course you want to clone. Then click on the clone button (two squares) in the bottom right.<\/div><br \/><div><span style=\"color:rgb(74,74,74);\">You can also single click on the Course, and you'll then see the clone icon on the right sidebar as well.<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-29_at_1.38.21pm.png\" height=\"770\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-04-29_at_1.38.21pm.png\" \/><\/div><br \/><div>When the Clone your Course page comes up you can now do things such as rename it or switch the type:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-29_at_1.40.15pm.png\" height=\"433\" width=\"723\" class=\"center\" alt=\"screenshot_2024-04-29_at_1.40.15pm.png\" \/><\/div><br \/><div>Once you're ready, click Clone and you'll be taken right into the Course Builder for the new Course you just created.<\/div>","inAppPage":"","searchTermSet":["How do I clone a Course?","Clone Course","Make Day Based into Step Based","Change Course Type","How do I clone my course?","How do I change the type of Course?"],"reducedSearchTermSet":["_0 clone cours","clone cours","make dai base into step","chang cours type","_0 clone cours","_0 chang type cours"],"relatedTopicSet":[""],"ID":"450","ParentID":"130"},"clients\/inviting\/resendinvite":{"slug":"resendinvite","slugPath":"clients\/inviting\/resendinvite","name":"Resending Invite","article":"<div>If you've sent an Invite to a Client previously but they haven't yet to registered their account, you can send them another invitation quite easily.<\/div><br \/><div>From your Client Listing and you'll see a 'Resend Invite' button on any Client you've already invited to the system but they haven't yet accepted.&nbsp;&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_1.14.04pm.png\" height=\"566\" width=\"994\" class=\"center\" alt=\"screenshot_2024-02-28_at_1.14.04pm.png\" \/><\/div><br \/><div>When you click 'Resend Invite', you can use the standard messaging or add language of your own. Just be sure to keep that [magicLink] smart tag intact!<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_1.14.41pm.png\" height=\"507\" width=\"672\" class=\"center\" alt=\"screenshot_2024-02-28_at_1.14.41pm.png\" \/><\/div><div>Click 'Send Invitation' and your invitation will be on its way. <br \/><\/div><br \/><br \/><h2>What if there's no \"Resend Invite\" button?<\/h2><div>The lack of an invite button means your client has already logged in and registered their account, meaning it's no longer fitting to invite them to the system is if they were new.<\/div><br \/><div>That said, if you want to send them a link to get on into their account, you can do so by sending them a Message from within CA that includes a [loginLink] magic tag, like so:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/loginlinkemail.png\" height=\"656\" width=\"687\" class=\"center\" alt=\"loginlinkemail.png\" \/><\/div>","inAppPage":"","searchTermSet":["Resending Invite","How to resend an invite?","Resending invitation to client"],"reducedSearchTermSet":["resend invit","resend invit","resend invit client"],"relatedTopicSet":[""],"ID":"451","ParentID":"3"},"FAQs\/clientPresentMode":{"slug":"clientPresentMode","slugPath":"FAQs\/clientPresentMode","name":"What is Client Present Mode?","article":"<div><\/div>\n<p>Client Present Mode makes it so you can confidently share your screen with your client (whether or not you post non-shared-with-client content), AND eliminates the possibility of accidentally showing a client the wrong thing through accidental navigation.<\/p>\n<p>&nbsp;<\/p>\n<p>Activating Client Present Mode hides the following:<\/p>\n<ul><li>navigation links,<\/li><li>the top client search,<\/li><li>private items,<\/li><li>private comments,<\/li><li>private side notes,<\/li><li>other pages (if visited),<\/li><li>and other distractions.<\/li><\/ul>\n<p>Generally\n speaking, it makes everything in your CoachAccountable browser window \nappropriate for your client to see in a screen sharing scenario.<\/p>\n<p>&nbsp;<\/p>\n<p style=\"background-color:rgb(255,255,255);\">You\u2019ll \nfind the toggle button for it by hovering your mouse over the very \nbottom region of the left sidebar of a given client page. (On a touch \ndevice, simply tap in that bottom region to reveal it.)<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-30_at_9.05.25pm.png\" height=\"827\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-04-30_at_9.05.25pm.png\" \/><\/div><div>\n<span style=\"background-color:rgb(255,255,255);\"><span style=\"background-color:rgb(255,255,255);\">If you\n hit the browser back button or reload the page?&nbsp; Things remain \nappropriately locked until you exit present mode.&nbsp; Instead of seeing any\n potentially sensitive content, you\u2019ll see this:<\/span><\/span><br \/><\/div><br \/><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-03_at_9.07.11_am.png\" class=\"center\" alt=\"screen_shot_2021-11-03_at_9.07.11_am.png\" width=\"999\" height=\"460\" \/><\/p>\n<div>\nClient Present Mode makes it so you can confidently share your screen \nwith your client (whether or not you post non-shared-with-client \ncontent), AND eliminates the possibility of accidentally showing a \nclient the wrong thing through accidental navigation.<\/div>","inAppPage":"","searchTermSet":["What is Client Present Mode?","Present mode","Client Present Mode","What is Client Present Mode?","Where do I find Client Present Mode?"],"reducedSearchTermSet":["what client present mode","present mode","client present mode","what client present mode","_0 find client present mode"],"relatedTopicSet":[""],"ID":"452","ParentID":"130"},"teamEdition\/adding\/coachFreebieClients":{"slug":"coachFreebieClients","slugPath":"teamEdition\/adding\/coachFreebieClients","name":"Creating Freebie Clients for your Coaches","article":"<div><\/div><p style=\"color:rgb(108,156,49);background-color:rgb(255,255,255);\"><span style=\"color:rgb(0,0,0);font-size:15px;\"><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Most coaches find freebie clients useful for two types of activities: testing out coaching material and self-coaching.&nbsp;<\/span>As an administrator of a Team Edition account, you can set up the freebie client for your coaches so they can also do these things.&nbsp;&nbsp;<\/span><\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(108,156,49);background-color:rgb(255,255,255);\"><span style=\"color:rgb(0,0,0);font-size:15px;\">A bonus to this is you can also train your coaches with their freebie client accounts!&nbsp;<\/span><\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">When you first create a new coach account, you\u2019ll be presented with the Manage Team Member screen by which to further customize their&nbsp;<a href=\"teamEdition\/permissions\" class=\"toArticle\">permissions<\/a>.&nbsp; If you\u2019ve opted for this team member to be a coach (rather than admin only), you\u2019ll see the \u201cFreebie Client\u201d section as part of this manager screen:<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_10.19.13am.png\" height=\"650\" width=\"688\" class=\"center\" alt=\"screenshot_2024-05-06_at_10.19.13am.png\" \/><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Simply click the big button, and it\u2019ll be done.<\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">To see the result, go to the team clients list and refresh. You\u2019ll see the new client with the blue \u201cfreebie\u201d banner.&nbsp; This new client will be automatically paired with the original coach account, making it the perfect setup for that new coach to experiment.<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-06_at_10.21.27am.png\" height=\"256\" width=\"731\" class=\"center\" alt=\"screenshot_2024-05-06_at_10.21.27am.png\" \/><\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">If you didn't set up the Coach's Freebie when creating them, you can still do so by clicking their Manage Team Member (gear icon) from your Team Admin &gt;&gt; Team Members listing and going to Freebie Client from the left-side menu.<\/p>\n<p>&nbsp;<\/p>","inAppPage":"","searchTermSet":["Creating Freebie Clients for your Coaches","Can I make freebies for my coaches?","Can coaches have freebie client accounts?","How do I coach my coaches?","How can I assign Actions to my team?"],"reducedSearchTermSet":["creat freebi client your coach","can make freebi coach","can coach have freebi client account","_0 coach","_0 assign action team"],"relatedTopicSet":[""],"ID":"453","ParentID":"12"},"reports\/followThrough":{"slug":"followThrough","slugPath":"reports\/followThrough","name":"Follow-Through Reports","article":"<div><strong style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Follow Through Reports <\/strong><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">give you<\/span><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">&nbsp;an at-a-glance view of how ALL of your clients are doing, follow-through-wise, with their assignments.&nbsp;<\/span><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">As you might expect, you\u2019ll find&nbsp; Follow Through Reports on the Reports page:<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_3.11.39_pm.png\" height=\"469\" width=\"267\" class=\"center\" alt=\"screen_shot_2021-11-01_at_3.11.39_pm.png\" \/><\/div><br \/><div><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">There are two flavors to choose from when it comes to viewing the timeliness and completion of client assignments: <strong>Actions<\/strong> and <strong>Worksheets.<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Here\u2019s an example of a Follow Through Report on&nbsp;<a href=\"worksheets\" class=\"toArticle\">Worksheets<\/a>&nbsp;that have been assigned over the last month or so:<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_3.15.08_pm.png\" height=\"586\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-01_at_3.15.08_pm.png\" \/><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">The total width of the summary bar is proportional to the number of assignments a given client has had over the date range in question.&nbsp; Hovering your mouse over a given colored summary band explains what contributes to it.&nbsp; Clicking on any header allows you to sort, and even the summary column is sortable, revealing a rough ordering of the overall consistency of follow through.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2 style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Report Customization and Filtering<\/h2><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">By clicking the gear icon, you reveal a few more controls by which to customize and filter your report.&nbsp; If, for example, you have all of your clients doing a weekly reporting, you can get an at-a-glance view of who is and who isn\u2019t keeping up for a given week (or over any other time span), like so:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_3.18.34_pm.png\" height=\"257\" width=\"999\" class=\"center\" alt=\"screen_shot_2021-11-01_at_3.18.34_pm.png\" \/><\/div><div><span style=\"background-color:rgb(255,255,255);\"><font color=\"#444444\">By filtering on the name of the Worksheet, in this example, you can see how follow through is panning out for a particular type of assignment.<\/font><\/span><br \/><\/div><br \/><h2>Team Edition Follow-Through Reports<\/h2><div><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">With a Team Edition account, you can also get a breakdown of client follow though organized by coach, allowing you to see if and how your team coaches are varying in the follow through of their respective clients.<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/followthroughreports-coachbreakdown.png\" height=\"556\" width=\"897\" class=\"center\" alt=\"followthroughreports-coachbreakdown.png\" \/><\/div><div><span style=\"font-style:italic;color:rgb(153,153,153);background-color:rgb(255,255,255);\">Sorting by summary, then by coach gives a nice summary that is grouped by coach.&nbsp; Solid bands in the summary bar are for items that are completed; the faded variations denote not yet.<\/span><br \/><\/div><br \/><h2><span style=\"background-color:rgb(255,255,255);\"><font color=\"#444444\">Drilling Down<\/font><\/span><\/h2><div><span style=\"color:rgb(153,153,153);background-color:rgb(255,255,255);\"><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">By clicking on the magnifying glass icon found on the right for each client, you can bring up a detailed summary of all the Actions\/Worksheets that comprise those stats:<\/span><br \/><\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_3.20.36_pm.png\" height=\"489\" width=\"698\" class=\"center\" alt=\"screen_shot_2021-11-01_at_3.20.36_pm.png\" \/><\/div><br \/><div><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">And if you feel so inclined to drill into the details of your client\u2019s follow through, you can go one step further and click the magnifying glass for any specific item.&nbsp; This brings up the item\u2019s full details, as well as comments:<\/span><br \/><\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_3.22.03_pm.png\" height=\"489\" width=\"698\" class=\"center\" alt=\"screen_shot_2021-11-01_at_3.22.03_pm.png\" \/><\/div><div><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">The ability for you to comment right then is powerful: it\u2019s an easy way to offer up some timely acknowledgment for effort already made, and encouragement on specific bits not yet complete.<\/span><br \/><\/div><br \/>","inAppPage":"","searchTermSet":["Follow-Through Reports","What are follow-through reports?","What is the follow through report?","How can I tell the follow through level of my account?","Can I see all client Worksheets at once?","Can I see all client Actions at once?","How are my clients doing?","Are my clients doing their work? ","Are my clients accountable?","Is there an account-wide report for Worksheets and Actions?","Follow-Through Reports"],"reducedSearchTermSet":["follow through report","what ar follow through report","what follow through report","_0 tell follow through level account","can see all client worksheet at onc","can see all client action at onc","ar client do","ar client do their work","ar client account","there account wide report worksheet and action","follow through report"],"relatedTopicSet":["reports\/engagement","reports\/engagements","reports\/dataLab","reports\/appointments"],"ID":"457","ParentID":"235"},"worksheets\/formBased\/answerComments":{"slug":"answerComments","slugPath":"worksheets\/formBased\/answerComments","name":"Worksheet Answer Comments","article":"<div>Coaches can&nbsp;<span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">post comments on&nbsp;<\/span><em style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">individual answers<\/em><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">&nbsp;<\/span>as entered for&nbsp;<em style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">individual questions<\/em><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">&nbsp;<\/span>within a Worksheet assignment.&nbsp; This is distinct from (and in addition to) being able to post a&nbsp;<a href=\"stream\/commentsOnItems\" class=\"toArticle\">comment on an entire Worksheet<\/a><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">&nbsp;in the usual way.<\/span><\/div><br \/><h2><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">How to Comment on Worksheet Answers<\/span><\/h2><div><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\"><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">When you\u2019re looking at a Worksheet (as found in the Completed tab of your client\u2019s Worksheets area), you\u2019ll now see a new \u201cComment on answers\u2026\u201d button at the bottom, like so:<\/span><br \/><\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-30_at_1.14.38_pm.png\" height=\"191\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-30_at_1.14.38_pm.png\" \/><\/div><div><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">(Note that this button ONLY appears for&nbsp;<a href=\"worksheets\/formBased\" class=\"toArticle\">Form-Based Worksheets<\/a>: it won\u2019t appear for a freestyle,&nbsp;<a href=\"general\/wysiwyg\" class=\"toArticle\">WYSIWYG<\/a>&nbsp;Worksheet, because those aren\u2019t structured as having individual answers on which you could comment.)<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Next, <strong>hover your mouse over ANY answer. <\/strong>That reveals a \u201cComment\u2026\u201d hover effect, putting you one click away from being able to comment on whichever answer you click:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-30_at_1.21.53_pm.png\" height=\"620\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-30_at_1.21.53_pm.png\" \/><\/div><div><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Once you click \u201cAdd comment\u201d, your comment appears right where you might expect: immediately below the answer:<\/span><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-30_at_1.24.35_pm.png\" height=\"183\" width=\"998\" class=\"center\" alt=\"screen_shot_2021-11-30_at_1.24.35_pm.png\" \/><\/div><div><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">You can post comments to any or all of the answers in the Worksheet, and add multiple comments on a single answer.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2 style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Deleting a Worksheet Answer Comment<\/h2><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">When in answer commenting mode, you\u2019ll also note that by hovering over a comment you made previously you\u2019ll see a trash can by which to delete it:<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-30_at_1.27.42_pm.png\" height=\"374\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-30_at_1.27.42_pm.png\" \/><\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Make a typo or want to reword something?&nbsp; Just delete and re-add (there\u2019s no edit button in order to not complicate things).<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">And that\u2019s all there is to it: that\u2019s how commenting works once you\u2019re in-app, looking at the Worksheet in order to do it.&nbsp; Comments are written directly into the Worksheet, and so they appear in the exact same way when that Worksheet is viewed in other ways (like from&nbsp;<a href=\"stream\" class=\"toArticle\">the Stream<\/a>, in a&nbsp;<a href=\"clients\/exporting\" class=\"toArticle\">Client Export<\/a>, and so on).<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2 style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Easy Access via Email<\/h2><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">To make it super simple for you to get in to add those comments, a magic link will appear in the notification emails you get when your client completes a form-based Worksheet:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/worksheetanswercomments-commentlinkfromemail.png\" height=\"255\" width=\"795\" class=\"center\" alt=\"worksheetanswercomments-commentlinkfrome\" \/><p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Clicking on that \u201cComment on answers\u2026\u201d link takes you right to your client\u2019s page (once you\u2019re logged in, of course), brings the Worksheet up front and center, and automatically toggles you into commenting on answers mode.<\/span><\/div><br \/><div><h2 style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Sharing Comments With Your Clients<\/h2><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Comments posted in this manner are a LITTLE different than ones you can post on any&nbsp;<a href=\"stream\" class=\"toArticle\">Stream<\/a>&nbsp;Item.&nbsp; Those comments are standalone communications, suitable for emailing off to your client the second you post them (assuming that\u2019s the notification setting your client has opted for).<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">These answer comments, by contrast, are meant to be done (and taken in) as a series: if it\u2019s a Worksheet with 10 questions (or even 2) that merit some form of targeted feedback, it would be inappropriate to whisk each one off as a separate email.&nbsp; Lacking the context of the answer you\u2019re commenting on it would be confusing, too.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">BUT whatever comments you make on your client\u2019s answers you\u2019ll DEFINITELY want to share with them, and the system has you covered to quickly do that in precisely&nbsp;<strong>two clicks<\/strong>.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">When you post the first comment on your client\u2019s answers, you\u2019ll notice the little email icon in the bottom row lights up, like so:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-30_at_1.30.12_pm.png\" height=\"176\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-30_at_1.30.12_pm.png\" \/><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">This is a little prompting reminder that means to communicate \u201cHey, you\u2019ve added one or more comments; you should probably (ahem, kinda&nbsp;<em>definitely<\/em>) email these off to your client when you\u2019re done!\u201d<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Click it, and the usual dialog to email the Worksheet off to your client appears\u2026<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-30_at_1.32.10_pm.png\" height=\"547\" width=\"500\" class=\"center\" alt=\"screen_shot_2021-11-30_at_1.32.10_pm.png\" \/>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-30_at_1.32.10_pm.png\" height=\"0\" width=\"0\" class=\"center\" alt=\"screen_shot_2021-11-30_at_1.32.10_pm.png\" \/><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">\u2026but with one handy twist: a suitable personal note automatically appears in this special case of emailing your client answer comments.&nbsp; You can customize this however you like.&nbsp; The system will remember it for the next time, and smart [clientFirstName] insertion happens automatically for whichever client you\u2019re sending to.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Send it off, and your client sees your little note AND your comments all in one handy email:<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-30_at_1.43.47_pm.png\" height=\"713\" width=\"449\" class=\"center\" alt=\"screen_shot_2021-11-30_at_1.43.47_pm.png\" \/><\/p>\n<h2 style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">A Two-Way Dialog of Commentary<\/h2><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Your clients can ALSO post comments on answers\u2026 but ONLY if you start it.&nbsp; Meaning when your client views a Worksheet in their Completed Worksheets area, they too will see the \u201cComment on answers\u2026\u201d button IF there already exists one or more answer comments on that Worksheet.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">This is nice in that your client won\u2019t get distracted by that button if it\u2019s really not relevant to your workflow (or even only not relevant to a specific Worksheet).&nbsp; The same rules apply for them to notify you: they too will see the email icon light up if they comment, and <strong>they too must make those two clicks to email those comments to you.<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">So if you plan to have them in on the commenting dialog, let them know&nbsp;<em>they need to actually send \u2019em your way<\/em>, or they\u2019re as good as unmade as far as you\u2019re concerned.<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-30_at_1.36.10_pm.png\" height=\"314\" width=\"1000\" class=\"center\" alt=\"screen_shot_2021-11-30_at_1.36.10_pm.png\" \/><\/div><br class=\"Apple-interchange-newline\" \/><br \/><\/div>","inAppPage":"","searchTermSet":["Worksheet Answer Comments","What are Worksheet Answer Comments?","How do I add a comment to only one answer on a Worksheet?","Can I add more than one comment on a Worksheet?","How do I share Worksheet Answer Comments with my client?","How do I edit or delete Worksheet Answer Comments? ","Can my clients comment on Worksheet Answers?","How do I comment on client forms, surveys, homework assignments?"],"reducedSearchTermSet":["worksheet answer comment","what ar worksheet answer comment","_0 add comment onli on answer worksheet","can add more than on comment worksheet","_0 share worksheet answer comment with client","_0 edit or delet worksheet answer comment","can client comment on worksheet answer","_0 comment on client form survei homework assign"],"relatedTopicSet":["stream\/commentsOnItems","worksheets\/formBased"],"ID":"458","ParentID":"68"},"actions\/coach":{"slug":"coach","slugPath":"actions\/coach","name":"Coach Actions","article":"<div><span>CoachAccountable allows coaches to create&nbsp;<\/span><strong>Action items that are designated for coach to do<\/strong><span>, rather than client.&nbsp; In other words, Coach Actions enter the mix along side the more conventional Client Actions.<\/span><\/div><br \/><div><h2><span style=\"font-weight:normal;\">Using Coach Actions<\/span><\/h2><p>First, enable Coach Actions.&nbsp;<\/p>\n<p>To enable Coach Actions, visit Settings &gt;&gt; My Style &gt;&gt; Coach Actions. You will be greeted by a simple page.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_2.47.45pm.png\" height=\"597\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-10-14_at_2.47.45pm.png\" \/><\/div><div><p>Flip the switch and decide whether you\u2019d like a Coach Actions section added to your home page.&nbsp; Click the \u201cSave Settings\u201d button, and you\u2019re set.<\/p>\n<p>&nbsp;<\/p>\n<p>Once enabled, you\u2019ll find a little bit of extra UI when creating an Action from a Client Page.&nbsp; To the right, there\u2019s a little note that says \u201cThis is for so-and-so to do\u201d, along with a \u201cchange\u201d link.&nbsp; Clicking the change link toggles the Action as being for you or your client, like so:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coachactionchange.png\" class=\"center\" alt=\"coachactionchange.png\" width=\"1000\" height=\"758\" \/><\/div>Like more conventional Actions for your clients, Coach Actions are meant to help you keep on top of those things you need to get done for your clients, so the usual \u201cthis is now late\u201d alerts and ability to set reminders apply.&nbsp; Naturally, reminders you set for these will only be for you as coach, never your client.<\/div><div>\n<p>&nbsp;<\/p>\n<p>When you have one or more Actions that are designated for you to do, the client\u2019s Current Actions area contains those in a separate section plus appropriate labeling to make it clear who\u2019s responsible for what:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-12_at_12.54.38pm.png\" height=\"647\" width=\"860\" class=\"center unrounded stroke\" alt=\"screenshot_2024-03-12_at_12.54.38pm.png\" \/><p>As you might expect, these Coach Actions are completely invisible to your clients and similarly hide themselves automatically when you switch into&nbsp;<a href=\"FAQs\/clientPresentMode\" class=\"toArticle\">Client Present Mode<\/a>:<\/p>\n<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-12_at_12.55.11pm.png\" height=\"378\" width=\"885\" class=\"center\" alt=\"screenshot_2024-03-12_at_12.55.11pm.png\" \/><\/div><div><span>Provided you\u2019ve opted to have them show there, you can see (and create) Coach Actions from your home page for all of your clients:<\/span><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-12_at_12.56.48pm.png\" height=\"529\" width=\"999\" class=\"center stroke unrounded\" alt=\"screenshot_2024-03-12_at_12.56.48pm.png\" \/><\/div><div>\n<span style=\"background-color:rgb(255,255,255);color:rgb(0,0,0);\">Click on the avatar of a client to jump to that person's client page.<\/span><\/div><br \/><div><h2>Other Considerations<\/h2><p>By design, completed or canceled Coach Actions do NOT live in the Past tab for clients: they are are meant to be more transient, so there\u2019s no need clutter the record of your client\u2019s accomplishment.&nbsp; But rest assured that you can still see all of your past Coach Actions on your home page &gt;&gt; Actions &gt;&gt; Past tab.<\/p>\n<p>&nbsp;<\/p>\n<p>All Coach Actions are meant to be associated <em>with a specific client.<\/em>&nbsp; These are not meant as a generic to-do list but instead as a tool crafted specifically to empower you to make good on promises that pertain to your clients.&nbsp; If you want to make Coach Actions that don\u2019t actually pertain to any of your clients, the simplest way is to simply associate them with your freebie client.<\/p>\n<p>&nbsp;<\/p>\n<p>In addition to standard reminders you might set for individual Coach Action items, CoachAccountable will lovingly include a reminder about any unfinished Actions you might have for a client in the lead up to an Appointment you have with them, done as a simple addendum to any notification emails you have set, like so:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coachactions-appointmentreminder.png\" class=\"center\" alt=\"coachactions-appointmentreminder.png\" width=\"626\" height=\"336\" \/><span>Lastly, unlike client Actions, late reminders for Coach Actions cannot be turned off. This is intentional as CoachAccountable wants to empower you to be an accountable coach to your clients and to your previous intentions.<br \/><br \/>And that\u2019s it!&nbsp; Coach Actions are really all about&nbsp;<\/span><strong>you showing up powerfully for your clients<\/strong><span>: armed with a tool that takes the guesswork out of what to do, for whom, and by when, AND taking forgetting off the table, you\u2019re able to make promises to your clients with confidence and follow through like a seasoned professional every time.<\/span><br \/><\/div>","inAppPage":"","searchTermSet":["Coach Actions","How do I assign actions to myself?","How do I keep myself accountable?","How do I list my tasks?","Where can I view my own assignments?","What are Coach Actions?","Coach Reminders"],"reducedSearchTermSet":["coach action","_0 assign action myself","_0 keep myself account","_0 list task","_0 view own assign","what ar coach action","coach remind"],"relatedTopicSet":["FAQs\/clientpresentmode","actions"],"ID":"461","ParentID":"46"},"messaging\/scheduled":{"slug":"scheduled","slugPath":"messaging\/scheduled","name":"Future Scheduled Messages","article":"<div><\/div><p>&nbsp;<\/p>\n<h2 style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Setting up Scheduled Messages for Your Clients<\/h2><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">To set up a scheduled message for your client, you start in the usual way by clicking the little email icon next to their profile picture on their Client Page:<\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-01_at_6.12.49pm.png\" height=\"220\" width=\"264\" class=\"center\" alt=\"screenshot_2024-03-01_at_6.12.49pm.png\" \/><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\"><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">This brings up the message-composing window. You'll notice the \"Send later...\" button at the bottom of the composing window:<\/span><\/p>\n<p><br \/><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-01_at_6.14.49pm.png\" height=\"977\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-03-01_at_6.14.49pm.png\" \/><\/p>\n<p><br \/><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\"><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">When clicked, you'll be able to select the day and time you\u2019d like your message to be sent:<\/span><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-01_at_6.15.53pm.png\" height=\"944\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-03-01_at_6.15.53pm.png\" \/><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">One you put in the day and time, click 'Send Via Email' to schedule the message.<\/p>\n<p><\/p>\n<h2 style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Viewing Future Scheduled Messages<\/h2><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\"><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Whenever you\u2019ve got one or more messages that are scheduled to be sent to your client, you\u2019ll notice the email button gains a little extra button:<\/span><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-01_at_6.17.56pm.png\" height=\"221\" width=\"262\" class=\"center\" alt=\"screenshot_2024-03-01_at_6.17.56pm.png\" \/><\/p>\n<p><span style=\"background-color:rgb(255,255,255);color:rgb(0,0,0);\">Clicking this little blue clock reveals whatever messages you have scheduled that are yet to go out:<\/span><\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-01_at_6.18.59pm.png\" height=\"535\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-03-01_at_6.18.59pm.png\" \/><\/div><p>&nbsp;<\/p>\n<h2 style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Deleting and Modifying Scheduled Messages<\/h2><div><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">You can cancel any scheduled messages here by clicking the trash icon. That deletes the message fully.&nbsp;<\/p>\n<p><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">If you want to view (and perhaps modify) the contents of a message you\u2019ve got scheduled, click the edit icon.&nbsp;&nbsp;<\/p>\n<p><\/p>\n<p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Doing so brings up the full compose window once again, wherein you can even revise decisions to CC yourself (or not) and add to the client\u2019s Stream (or not):<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-01_at_6.20.30pm.png\" height=\"181\" width=\"998\" class=\"center\" alt=\"screenshot_2024-03-01_at_6.20.30pm.png\" \/><span style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Want the message to be sent immediately? Just change the sending date &amp; time to anything that\u2019s now or earlier.<\/span><div class=\"wp-caption aligncenter\" style=\"background-color:rgb(255,255,255);\">\n<p>&nbsp;<\/p>\n<\/div><p style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Scheduled messages you set to CC yourself will arrive in your inbox at the same time your client receives them.<\/p>\n<p>&nbsp;<\/p>\n<h2>Scheduling Messages for Groups <\/h2>There's no way to schedule Messages for Groups quite like there is for individual clients, but there is one workaround that will let you schedule Messages and anything else, and that is a Course.<\/div><br \/><div>By creating a Day-based Course, even if just for a single Group (making a blank Course and then creating a&nbsp;<a href=\"courses\/participations\" class=\"toArticle\">spin-off version<\/a> of it for a Group is a nice way to do this), you can schedule one or more Messages, as well as all the other things that Courses allow you to put on the timeline.<br \/><p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2 style=\"color:rgb(0,0,0);background-color:rgb(255,255,255);\">Automating Scheduled Message Sequences<\/h2>\n<div>If you find yourself scheduling multiple sets of messages often, or if you want the same scheduled messages to go to multiple clients, you may want to consider&nbsp;<a href=\"courses\" class=\"toArticle\">using a Course<\/a>&nbsp;(not visible to the participants) to facilitate this email drip.&nbsp;<br \/><\/div><p>&nbsp;<\/p>\n<br \/><\/div>","inAppPage":"","searchTermSet":["Future Scheduled Messages","Can I schedule emails in advance?","Can I set emails for the future?","Can I delay messages?"],"reducedSearchTermSet":["futur schedul messag","can schedul email in advanc","can set email futur","can delai messag"],"relatedTopicSet":["courses","courses\/building"],"ID":"462","ParentID":"95"},"branding\/darkMode":{"slug":"darkMode","slugPath":"branding\/darkMode","name":"Dark Mode","article":"<div><\/div><h2><span style=\"font-size:15px;\">Here's what CoachAccountable Dark Mode looks like.<\/span><\/h2><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/modern-after-darkmode.png\" class=\"center fullScreenshot\" alt=\"modern-after-darkmode.png\" width=\"999\" height=\"568\" \/>&nbsp;Dark Mode may help decrease eye strain for yourself and your clients.<p>&nbsp;<\/p>\n<h2>How to Turn on Dark Mode<\/h2><p>You can quickly toggle in and out of dark mode by typing Alt+Shift-+D whenever your cursor is NOT in some input.<\/p>\n<p>&nbsp;<\/p>\n<p>This is hard to do on a mobile device, so you can also set your preference under My Account &gt;&gt; User Profile:<\/p>\n<p style=\"color:rgb(74,74,74);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/modern-toggledarkmode.png\" class=\"center fullScreenshot\" alt=\"modern-toggledarkmode.png\" width=\"1000\" height=\"520\" \/><\/p>\n<div style=\"color:rgb(74,74,74);\"><\/div><div>Setting this here makes it your default across all devices, and the Alt+Shift+D trick overrides it on a given device.<\/div><\/div><div><p>&nbsp;<\/p>\n<\/div>","inAppPage":"","searchTermSet":["Dark Mode","Does CoachAccountable have Dark Mode?","How can I turn on Dark Mode?","Why is CoachAccountable a black screen?","Why is my screen black?","How do I turn off the black screen?"],"reducedSearchTermSet":["dark mode","do coachaccount have dark mode","_0 turn on dark mode","why coachaccount black screen","why screen black","_0 turn off black screen"],"relatedTopicSet":["branding\/colorScheme","branding\/logoAndIcons"],"ID":"464","ParentID":"249"},"appointments\/availability\/alternate":{"slug":"alternate","slugPath":"appointments\/availability\/alternate","name":"Alternate Availability","article":"<div><\/div><p style=\"background-color:rgb(255,255,255);\"><font color=\"#444444\">CoachAccountable allows you to define alternate availability rules that temporarily override that of your typical week.<\/font><\/p>\n<p>&nbsp;<\/p>\n<p style=\"background-color:rgb(255,255,255);\"><font color=\"#444444\">In Settings &gt;&gt; Appointment Config &gt;&gt; Typical Availability, where you set the times you\u2019re generally available each week, you\u2019ll see an additional button,&nbsp;+ Alternate Availability.&nbsp;<\/font><\/p>\n<p style=\"background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-06-04_at_10.19.25am.png\" height=\"541\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-06-04_at_10.19.25am.png\" \/><\/p>\n<p>&nbsp;<\/p>\n<p style=\"background-color:rgb(255,255,255);\"><font color=\"#444444\">Set the time frame you\u2019d like this to apply to \u2013 either one particular week or over a specific date range.&nbsp;<span style=\"color:rgb(68,68,68);background-color:rgb(255,255,255);\">You will initially start with an exact copy of your current Typical Availability from which you can add or subtract as desired.&nbsp;<\/span><\/font><\/p>\n<p style=\"background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-06-04_at_10.20.51am.png\" height=\"595\" width=\"811\" class=\"center\" alt=\"screenshot_2024-06-04_at_10.20.51am.png\" \/><\/p>\n<p style=\"background-color:rgb(255,255,255);\"><font color=\"#444444\">Note that from here, you can add another Alternate Availability. If your schedule changes week to week, you may want to set several of these for the next few weeks.<\/font><\/p>\n<p>&nbsp;<\/p>\n<h3><font color=\"#444444\">Overlapping and Overriding<\/font><\/h3><div><font color=\"#444444\"><span style=\"color:rgb(68,68,68);background-color:rgb(255,255,255);\">Here are a couple of things to keep in mind as you use the newly expanded appointment scheduling specificity:<\/span><\/font><\/div>\n<ul style=\"background-color:rgb(255,255,255);\">\n\t<li><font color=\"#444444\">Alternate Availabilities take precedence over Appointment Type-specific Availability, meaning if an Alternate Availability applies for a day in question, an Appointment Type-specific availability rule will be ignored.<\/font><\/li><\/ul>\n<ul style=\"background-color:rgb(255,255,255);\">\n\t<li><font color=\"#444444\">If two Alternate Availabilities overlap in time and apply on the same day, well\u2026 the system won\u2019t stop you, but to avoid confusion, you\u2019ll probably want to avoid doing that!&nbsp; If you do it anyway, CA will use whichever one starts closer to that day (i.e., the one with the later start date).<\/font><\/li><\/ul>\n<ul style=\"background-color:rgb(255,255,255);\">\n\t<li><font color=\"#444444\">If you define two or more Alternate Availabilities starting on the same day, you\u2019re asking for trouble, and CA gets to choose. :)<\/font><\/li><\/ul>\n<ul style=\"background-color:rgb(255,255,255);\">\n\t<li><font color=\"#444444\">If no Alternate Availability applies for a day in question, CA will use the Availability set for the given Appointment Type, if any.<\/font><\/li><\/ul>\n<ul style=\"background-color:rgb(255,255,255);\">\n\t<li><font color=\"#444444\">If none of those apply, the Typical Weekly Availability will be applied.<\/font><\/li><\/ul>","inAppPage":"appointmentConfig::Typical Availability","searchTermSet":["Alternate Availability","Alternate Availability","How can I set dates for vacation?","How can I temporarily adjust my availability?"],"reducedSearchTermSet":["altern avail","altern avail","_0 set date vacat","_0 temporarili adjust avail"],"relatedTopicSet":["appointments\/availability"],"ID":"465","ParentID":"27"},"appointments\/types\/locationDescription\/coachAndClientPhone":{"slug":"coachAndClientPhone","slugPath":"appointments\/types\/locationDescription\/coachAndClientPhone","name":"Coach and Client Phone Magic Tags","article":"<div>When setting the optional location and description fields for your <a href=\"appointments\/types\" class=\"toArticle\">Appointment Types<\/a>, you can have the system automatically insert either (or both!) the coach's phone number or the client's, using the [coachPhone] and [clientPhone] magic tags.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/appointmenttypes-phonemagictags.png\" class=\"center\" width=\"654\" height=\"237\" alt=\"appointmenttypes-phonemagictags.png\" \/><br \/><\/div><div>But both coaches and clients can have up to 3 phone numbers on file: work, home and mobile.&nbsp; <em>So which one will ultimately be inserted?<\/em><br \/><\/div><br \/><div>If you as coach are setting up an Appointment Type for yourself, this is not a problem: you can simply type in the preferred phone number and remove all ambiguity.<\/div><br \/><div>If you're setting up Appointment Types for other coaches (on Team Edition), this is less clear cut (and certainly sub-optimal if you're setting one up to clone to all other coaches).<\/div><br \/><div>And if you're using the [clientPhone] magic tag, which phone numbers a given client may or may not have on file is completely unknowable!<\/div><br \/><div>Here are the rules by which CoachAccountable chooses which number to insert:<\/div><br \/><div><h3>Client Phone Numbers<\/h3>CoachAccountable will fill in either cell, work, or home phone, whichever one has been entered, and in that order of preference.<\/div><br \/><div><h3>Coach Phone Numbers<\/h3><\/div><div>To determine which coach phone number to fill in, CoachAccountable leverages the coach's profile settings of what is and is not set for showing to clients, as configured in Settings &gt;&gt; My Profile:<\/div>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coachprofileshowsettings.png\" class=\"center\" alt=\"coachprofileshowsettings.png\" width=\"445\" height=\"127\" \/><\/div><div>For coaches, \nCoachAccountable will fill in either \nwork,cell, or home phone, in THAT order of preference (notice this is slightly different from the client ordering), AND will skip over any numbers that are set to NOT be shown to clients.<br \/><\/div>","inAppPage":null,"searchTermSet":["Coach and Client Phone Magic Tags",""],"reducedSearchTermSet":["coach and client phone magic tag"],"relatedTopicSet":[""],"ID":"467","ParentID":"149"},"general\/wysiwyg\/shortcuts":{"slug":"shortcuts","slugPath":"general\/wysiwyg\/shortcuts","name":"Keyboard Shortcuts","article":"<div>While in the WYSIWYG editor, you can use keyboard shortcuts to accomplish most toolbar actions.&nbsp;<\/div><br \/><div>These all list the CTRL key, which is typical of Windows, but if you're on a Mac, substitute the equivalent Command key (or CMD) \u2318.<\/div><div><br \/><\/div><div>Note: newer versions of Safari on a Mac (circa 2025) hijack some, but not all, key down events when the \u2318 key is being held down, ugh!&nbsp; For example \u2318 + B will work for bold, but \u2318 + 7 will have no effect for creating a numbered list.&nbsp; If this is the case, you can work around this by holding the Shift key in addition to whichever shortcut key.<\/div><div><br \/><\/div><div><hr \/><\/div><div>CTRL + B for <strong>bold<\/strong><\/div><div>CTRL + I for <em>italic<\/em><\/div><div>CTRL + U for <span style=\"text-decoration:underline;\">underline<\/span><\/div><div>CTRL + S for <strike>strike<\/strike><\/div><div><hr \/><h1>CTRL + Alt + 1 for Heading 1<\/h1><\/div><div><h2>CTRL + Alt + 2 for Heading 2<\/h2><h3>CTRL + Alt + 3 for Heading 3<\/h3><\/div><div><hr \/>CTRL + Shift + plus sign (+) for bigger font<\/div><div><font>CTRL + Shift + minus sign (-) for smaller font<\/font><\/div><div>(There are 7 size levels; the default size is 4)&nbsp;<\/div><div><hr \/><\/div><div>CTRL + Z for undo<\/div><div>CTRL + Y for redo<\/div><div>(except in tables)<\/div><div><hr \/><\/div><div>CTRL + ] for indent<\/div><div>CTRL + [ for outdent<\/div><div><hr \/><\/div><div><ol><li><span style=\"color:rgb(74,74,74);\">CTRL + Shift + 7 for numbered list<\/span><\/li><\/ol>\n<\/div><div><ul><li>CTRL + Shift + 8 for bulleted lists<\/li><\/ul>\n<hr \/>\n<\/div><div>CTRL + backslash (\\) removes formatting from the currently selected content<\/div><br \/><div>Speaking of removing formatting, pasting content as plain text can often be a great way to insert content from outside documents, like PDFs, Word, and Pages.<\/div><br \/><div>To do a plaintext paste:<\/div><div><ul><li>On Windows: CTRL + Shift + V<\/li><li>On Mac: \u2318 + Option + Shift + V<\/li><\/ul>\n<hr \/>\n<\/div><div>CTRL + semi-colon (;) inserts the current date<\/div><div>CTRL + Shift + \nsemi-colon (;) inserts the current time<\/div><div><hr \/><\/div><div>CTRL + M brings up the gallery for inserting an image<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-23_at_4.28.57pm.png\" height=\"678\" width=\"652\" class=\"center\" alt=\"screenshot_2024-04-23_at_4.28.57pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Keyboard Shortcuts","Which shortcuts work for rich text editors?","What are the CoachAccountable keyboard shortcuts?","Can I use hotkeys?","How to do a plaintext paste","How to do a plain text paste"],"reducedSearchTermSet":["keyboard shortcut","which shortcut work rich text editor","what ar coachaccount keyboard shortcut","can us hotkei","plaintext past","plain text past"],"relatedTopicSet":[""],"ID":"470","ParentID":"265"},"courses\/building\/courseMessages":{"slug":"courseMessages","slugPath":"courses\/building\/courseMessages","name":"Course Messages","article":"<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_4.45.14PM.png\" height=\"290\" width=\"174\" class=\"center\" alt=\"Screenshot_2025-09-22_at_4.45.14PM.png\" \/><\/div><div>To add an <a href=\"messaging\" class=\"toArticle\">Message<\/a> to your Course, drag the \nMessage icon from the Course Builder Tools onto a day or step.<\/div><br \/><div>From there it's essentially a matter of composing like any other Message: a subject line and the message itself, with the option to add rich text formatting by clicking on the \"Enable formatting\" button below:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_4.46.11PM.png\" height=\"575\" width=\"650\" class=\"center\" alt=\"Screenshot_2025-09-22_at_4.46.11PM.png\" \/><\/div><div><h3>Message Recipient<\/h3><\/div><div>Note as well that you can set the recipient to be either the course participant, or \"Me\", i.e. whomever is the assigning coach for the course participation (which in a Team Edition account can be someone other than the course designer!).<\/div><br \/><div>Sending a message to coach can be a useful prompt, for example letting coach know that so-and-so reached a particular milestone in the Course and that a review and\/or personal note might be in order.<\/div>","inAppPage":"","searchTermSet":["Course Messages",""],"reducedSearchTermSet":["cours messag"],"relatedTopicSet":[""],"ID":"471","ParentID":"103"},"courses\/building\/videoTutorials":{"slug":"videoTutorials","slugPath":"courses\/building\/videoTutorials","name":"Video Tutorials","article":"<div>\n<p>If you prefer to watch rather than read, this recorded workshop on building courses is a great way for you to learn the ins-and-outs of building courses:<\/p>\n<p>&nbsp;<\/p>\n<div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/player.vimeo.com\/video\/583493871\" frameborder=\"0\"><\/iframe><a href=\"https:\/\/player.vimeo.com\/video\/583493871\" class=\"fallbackLink\" target=\"_blank\">Workshop on Building Courses<\/a><\/div><br \/><\/div><br \/><br \/><div><h2>Group Courses<\/h2><\/div><div>Courses that are meant for Groups to participate in involve a few variations on the themes of building for individuals.&nbsp; See this video for the specifics related to building Group Courses.<\/div><br \/><div>You'll probably want to watch the video above before watching this one. :)<\/div><div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/player.vimeo.com\/video\/602191709?h=2eebc66486\" frameborder=\"0\"><\/iframe><\/div><br \/><br \/><\/div><br \/><div><div><h2 style=\"font-weight:700;\">Routine Tracking Courses<\/h2><p>One of the more powerful features of CoachAccountable is it\u2019s ability genuinely change behavior and nudge clients into good habits and regular performance, and t<span>his all happens through a very simple practice:&nbsp;<\/span><strong>the routine check-in<\/strong><span>.<\/span><\/p>\n<p><br \/>A Course can tee up that in fully automated fashion.<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"courses\/building\/videoTutorials\/routineTracking\" class=\"toArticle\">Find a tutorial video on how to create such Courses here.<\/a><\/p>\n<p>&nbsp;<\/p>\n<\/div><br \/><br \/><\/div>","inAppPage":"","searchTermSet":["Video Tutorials","Course video tutorials","Course building video tutorials"],"reducedSearchTermSet":["video tutori","cours video tutori","cours build video tutori"],"relatedTopicSet":[""],"ID":"472","ParentID":"103"},"FAQs\/2FA":{"slug":"2FA","slugPath":"FAQs\/2FA","name":"2-Factor Authentication","article":"<div><\/div><p>CoachAccountable supports Multi-Factor Authentication (MFA) as 2-Factor Authentication over&nbsp;<a href=\"FAQs\/textRemindersAlerts\" class=\"toArticle\">SMS<\/a>, i.e. for all our users in the US, Canada, UK and Australia.&nbsp;&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2>Enabling 2-Factor Authentication<\/h2><p>Anyone with a CoachAccountable account able to receive SMS messages from CA can easily and quickly enable 2-Factor Authentication.&nbsp; A quick visit to the <em>My Account &gt;&gt; User Profile <\/em>is all it takes:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/mfa-myaccountenable.png\" height=\"1017\" width=\"1000\" class=\"center unrounded stroke\" alt=\"mfa-myaccountenable.png\" \/>\n\n<p>&nbsp;If you\u2019ve got a cell number entered, and are in one of the SMS-enabled countries, that \u201cEnable 2-Factor Authentication (via SMS)\u201d checkbox will appear.&nbsp; Check it, click Save, and it is done!<\/p>\n<br \/><br \/>\n<h2>Mandatory 2-Factor Authentication<\/h2><div>If, as account owner, you wish to make 2-Factor Authentication mandatory for all of your team members (and\/or clients!), you can do so from your My Account &gt;&gt; Add Ons page:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/2FA-mandatoryAddOn.png\" height=\"175\" width=\"696\" class=\"center\" alt=\"2FA-mandatoryAddOn.png\" \/><\/div><div><\/div><div><br \/><\/div><div>When enabled, you can choose which types of user must use 2-Factor Authentication:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/2FA-mandatoryControls.png\" height=\"151\" width=\"350\" class=\"center\" alt=\"2FA-mandatoryControls.png\" \/><\/div><div><\/div><div><br \/>Note: Even if mandated, this will only apply to users who themselves are able at all to receive SMS from CA, i.e. those users with a cell number on file located in the US, Canada, UK or Australia.&nbsp;<\/div><div><br \/><\/div><br \/>\n<h2>Using 2-Factor Authentication<\/h2><p>When 2FA is enabled, upon successfully logging in you\u2019ll be greeted with pretty much exactly what you\u2019d expect:<\/p>\n<p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/mfa-securitycodeprompt.png\" height=\"419\" width=\"368\" class=\"center\" alt=\"mfa-securitycodeprompt.png\" \/>Meanwhile your phone will have received a text message from CoachAccountable, containing the security code called for in-app.&nbsp; Type it in correctly and you\u2019ll be on your way.<\/p>\n<p>&nbsp;<\/p>\n<p>Even with 2FA enabled, you\u2019ll still have the usual \u201cKeep me logged in\u201d checkbox when logging in.&nbsp; If you check that, you\u2019ll only need to enter your security code once on that device (until you manually log yourself out again, of course).<\/p>\n<br \/>\n<p>&nbsp;<\/p>\n<h2>2FA and Magic Links<\/h2><p>CoachAccountable will still send magic links in emails to you (and your clients) that have the effect of automatically logging you in.&nbsp; This auto-login behavior sidesteps the need for an SMS authentication entirely: access to your email effectively becomes the second factor of authenticating yourself.<\/p>\n<p>&nbsp;<\/p>\n<p>Accordingly, using the&nbsp;<a href=\"FAQs\/loginTrouble\" class=\"toArticle\">Login Helper\/password reset system<\/a>&nbsp;will allow you to get around any problems you may have in receiving that SMS code to your mobile number on file, allowing you to change things as needed.&nbsp;<\/p>","inAppPage":"","searchTermSet":["2-Factor Authentication","Does CoachAccountable have two factor authentication?","Does CoachAccountable use multifactor authentication (MFA)?","Can I set up 2FA or MFA?","What's CoachAccountable login security like? ","Can I use multi-factor authentication for my account? ","Does CoachAccountable have two-factor authentication?"],"reducedSearchTermSet":["2 factor authent","do coachaccount have two factor authent","do coachaccount us multifactor authent mfa","can set up 2fa or mfa","what' coachaccount login secur like","can us multi factor authent account","do coachaccount have two factor authent"],"relatedTopicSet":[""],"ID":"473","ParentID":"130"},"appointments\/sync\/other\/ics":{"slug":"ics","slugPath":"appointments\/sync\/other\/ics","name":"ICS Email Attachments","article":"<div>The most direct way for clients to sync their calendars with CoachAccountable is to use the&nbsp;<a href=\"appointments\/sync\/gCal\" class=\"toArticle\">Google<\/a>,&nbsp;<a href=\"appointments\/sync\/outlook\" class=\"toArticle\">Outlook<\/a>, or&nbsp;<a href=\"appointments\/sync\/iCal\" class=\"toArticle\">iCal<\/a>&nbsp;sync.<\/div><br \/><div><div>This enables CoachAccountable to automatically add whatever appointments get scheduled to the calendar of choice and, in the case of coaches, read their availability for the sake of avoiding double booking.<\/div><br \/><div>But sometimes clients can\u2019t be bothered.&nbsp; For some it\u2019s an extra step that they just don\u2019t (or won\u2019t) get around to.&nbsp; For others it might be concerns over security, sometimes based on corporate IT policy or the like, that make full-on calendar sync a non-starter.<\/div><br \/><h2>Calendar Invitations via Email<\/h2><div>CoachAccountable also provides for a robust (yet totally passive) approach.&nbsp; Clients can receive <strong>calendar invites by email<\/strong> for all appointments you schedule with them, meaning those appointments will be <strong>automatically added to their calendar<\/strong> as those email notifications are received.<\/div><br \/><div>Likewise, calendar invites can also describe (and affect) changes to previously scheduled appointments, namely rescheduling and canceling.<\/div><br \/><h2>Calendar Sync Options for Clients<\/h2><div>Your clients have <strong>three calendar sync options<\/strong> to choose from.&nbsp; Your clients will find these when logged in under My Account &gt;&gt; Calendar Sync:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/ics-clientcalendarsync.png\" class=\"center fullScreenshot\" alt=\"ics-clientcalendarsync.png\" width=\"912\" height=\"986\" \/><\/div><div>Specifically, the Email Notifications section:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/ics-emailnotificationsettings.png\" class=\"center\" alt=\"ics-emailnotificationsettings.png\" width=\"384\" height=\"109\" \/><\/div><div><em>Include calendar invites in appointment notification emails<\/em> allows clients to opt into getting those calendar invite attachment files at all, receipt of which generally has the effect of automatically adding appointments to a related calendar.<\/div><br \/><div>In addition to notifications about newly scheduled appointments, these invites will be attached to notifications of <strong>rescheduling and canceling<\/strong>, meaning those calendar entries will be updated (and removed) as needed, too.<\/div><br \/><div><em>Email me a confirmation about appointments I schedule<\/em> allows clients to opt into getting emails about things that they themselves just did.&nbsp; If not for the calendar-syncing aspect, these emails are largely redundant: client schedules an appointment, they can see from the app UI that they did so, and then an email announces essentially \u201chey, you did the thing you just did\u201d.<\/div><br \/><div>BUT this becomes really handy when that email contains an attachment that automatically adds the newly-scheduled appointment to their calendar.&nbsp; In that case, it serves as far more than a recap of what just happened.<\/div><br \/><div>These confirmations of client activity extend also to <strong>rescheduling and canceling<\/strong>: each action will trigger a corresponding email confirmation, and if including calendar invites are opted for (that first check box), then the attached invites will also have the effect of updating (and removing) appointments from their calendar.<\/div><br \/><div>Note that these email notifications for calendar sync are <em>enabled by default for all new clients.<\/em><\/div><br \/><div>You as coach can see and set the Email Notification settings for your clients.&nbsp; Find these in the Client Manager, under <em>Settings &gt;&gt; Appointments<\/em>:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/ics-coachsetclientsettings.png\" class=\"center\" alt=\"ics-coachsetclientsettings.png\" width=\"852\" height=\"635\" \/><\/div><div>From here you can see whether or not your client has already set up their calendar for a direct sync.&nbsp; If they haven\u2019t, it\u2019s probably a good idea to have both of those check boxes checked.<\/div><br \/><h2>When Notifications are Sent<\/h2><div>If receiving calendar invites via email is the main mechanism for your client to keep their calendar in sync, it\u2019s important that they get an email notification for every appointment that gets scheduled (plus any and all rescheduling or canceling thereof).<\/div><br \/><div>Again, when client opts for the <em>\u201cEmail me a confirmation about appointments I schedule<\/em>\u201d option, they\u2019ll get suitable emails whenever they do the scheduling, rescheduling or canceling.&nbsp; But what about when you as coach do those things?<\/div><br \/><div>When you schedule, you also have the option to <strong>send a notification to your client<\/strong>, like so:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/ics-coachnotifyoption.png\" class=\"center\" alt=\"ics-coachnotifyoption.png\" width=\"604\" height=\"277\" \/><\/div><div>You\u2019ll generally want to send the notification, and do so via email.&nbsp; Be aware that deviating from that process can undermine that calendar syncing behavior.<\/div><br \/><div>The same applies for when you as coach reschedule or cancel an appointment with your client: you\u2019ll have the option to notify your client of the change via email, and for the same reasons doing so is highly recommended.<\/div><br \/><h2>Appointments for Offerings<\/h2><div>The same \u201cauto add to calendar by email\u201d-behavior applies to any appointments scheduled by way of signing up for an&nbsp;<a href=\"offerings\" class=\"toArticle\">Offering<\/a>.<\/div><br \/><div>With Offerings you can opt to have a&nbsp;<a href=\"offerings\/setup\" class=\"toArticle\">Confirmation Email<\/a>&nbsp;sent when someone successfully signs up for it:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/ics-offeringconfirmationemail.png\" class=\"center\" alt=\"ics-offeringconfirmationemail.png\" width=\"945\" height=\"742\" \/><\/div><div>If you opt for this email to be sent, AND the Offering entails scheduling an&nbsp;<a href=\"appointments\" class=\"toArticle\">Appointment<\/a>, that email will <strong>automatically have a suitable calendar invite attached<\/strong> (thus automatically adding it to your new client\u2019s calendar).<br \/><\/div><br \/><div>And if you DON\u2019T have a Confirmation email set for an Offering?&nbsp; In this case, CoachAccountable goes a little off script and sends a standard Appointment Notification email (with the calendar invite) instead.&nbsp; The verbiage for this email is taken from your Appointment Notification&nbsp;<a href=\"settings\/messageTemplates\" class=\"toArticle\">email template<\/a>, so it\u2019ll still be on brand.<\/div><br \/><div>You can include or exclude those \"appointment add to calendar buttons\" consistent with your taste, sensibilities around clutter, and how much you do or don\u2019t trust your clients to show up like responsible adults (in some contexts this can\u2019t always be taken for granted!).<\/div><br \/><h2>Email Invites for Group Appointments<\/h2><div>Just like with one-on-one appointments, when you as coach schedule (or reschedule, or cancel) your&nbsp;<a href=\"groups\/groupItems\/appointments\" class=\"toArticle\">Group Appointments<\/a>, the notification emails that you can (and probably should!) opt to send will similarly come with suitable calendar invite attachments, allowing all client members (who are included in that Group Appointment) to have that appointment automatically added to their calendars.<\/div><br \/><div>One caveat to this: the system <em>will NOT email newly added group members that happen to be auto-added to future Group Appointments<\/em>.&nbsp; That could be a surprising gotcha, and generally speaking CoachAccountable avoids sending emails to clients on your behalf without some form of your express intent to do so.<\/div><br \/><h2>Email Invites for Appointment Series<\/h2><div>As always, you as coach can schedule a&nbsp;<a href=\"appointments\/scheduling\" class=\"toArticle\">series of Appointments<\/a>&nbsp;with your clients or groups:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/ics-scheduleseries.png\" class=\"center\" alt=\"ics-scheduleseries.png\" width=\"600\" height=\"180\" \/><\/div><div>When you do so, the notification email body (that your clients will read) will contain details only about the first one.&nbsp; BUT the email invite attachment includes information about the whole series, meaning <strong>each appointment in the series will get added to your client\u2019s calendar.<\/strong><br \/><\/div><br \/><h2>Getting Caught Up or Re-syncing<\/h2><div>At any time, your clients can visit their <em>My Account &gt;&gt; Calendar Sync<\/em> page, and if they have future appointments they\u2019ll see an \u201c<em>Email me an invite\u2026\u201d<\/em> button like this:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/ics-emailmeinvites.png\" class=\"center\" alt=\"ics-emailmeinvites.png\" width=\"468\" height=\"158\" \/><\/div><div>Clicking that will cause CoachAccountable to email them an attachment with a calendar invite file containing data for <em>all of their future appointments<\/em>, allowing them to quickly get those appointments into their calendar.<\/div><br \/><div>You too, as coach, can have this email sent to your client.&nbsp; For a client that has one or more future appointments, you\u2019ll find the button to do so among their calendar sync settings (again, you\u2019ll find this in the Client Manager, under <em>Settings &gt;&gt; Appointments).<\/em><\/div><br \/><h2>Use Caution When Deleting via Calendar<\/h2><div>One gotcha to this: it can be fun to try deleting an appointment from your calendar and then sending this email to enjoy seeing it magically re-appear.&nbsp; The problem with that is <em>many email calendar systems will keep note of the fact that you specifically removed an appointment already<\/em>, prompting it to NOT re-add it when it arrives again via email.&nbsp; So delete appointments added in this fashion at your own risk: the calendar invite approach may not be able to restore it!<\/div><br \/><div>Instead, <strong>remove appointments from within CoachAccountable<\/strong>, rather than from your calendar.<\/div><br \/><h2>In Summary<\/h2><div>Yes, the&nbsp;<a href=\"appointments\/sync\" class=\"toArticle\">direct sync<\/a>&nbsp;is more elegant and robust, allowing your client to skip the clutter of extra emails that might be largely redundant.&nbsp; But with email ICS attachments, your clients can have those appointments with you appearing in their calendar from day 1, with no effort on their part required.&nbsp; And for those clients who want the elegance of direct sync later, they can do that as a separate step whenever they feel so inclined.<\/div><\/div>","inAppPage":null,"searchTermSet":["ICS Email Attachments","Can I send calendar attachments via email?","Does CoachAccountable send .ics attachments?","What if my client can't or won't sync their calendar?","What if a client's IT is blocking their calendar?"],"reducedSearchTermSet":["ic email attach","can send calendar attach vium email","do coachaccount send ic attach","what if client can't or won't sync their calendar","what if clients' block their calendar"],"relatedTopicSet":[""],"ID":"474","ParentID":"40"},"settings\/messageTemplates\/system":{"slug":"system","slugPath":"settings\/messageTemplates\/system","name":"System Message Templates","article":"<div>You are able to customize system emails sent out by CoachAccountable, such as the email sent to a client to invite them to the system, or message sent to remind a client to fill out a Metric.&nbsp;<\/div><br \/><div>To do so, head to&nbsp; Settings &gt;&gt; My Style &gt;&gt; System Message Templates:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-26_at_1.45.00pm.png\" height=\"709\" width=\"1000\" class=\"center stroke unrounded\" alt=\"screenshot_2024-04-26_at_1.45.00pm.png\" \/><\/div><div>Select the email template you wish to edit from the dropdown. You'll be able to edit both the email subject and the body. This is especially useful if you are White Labeling the system, as you can make further references to your own organization within the emails.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-26_at_1.47.04pm.png\" height=\"612\" width=\"741\" class=\"center\" alt=\"screenshot_2024-04-26_at_1.47.04pm.png\" \/><\/div><div>For any templates that can also be sent as text, such as Metric Reminders, you'll find a space to edit the SMS message as well:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-26_at_1.48.26pm.png\" height=\"720\" width=\"886\" class=\"center\" alt=\"screenshot_2024-04-26_at_1.48.26pm.png\" \/><\/div><div><div>It's highly recommended to keep the Magic Tags intact, as they automatically enter relevant data or links into your emails. Should you ever accidentally remove them, clicking on the Magic Tags towards the right will insert them into your content.<\/div><br \/><\/div><div>After editing a template, be sure to click&nbsp;<em>Save; <\/em>you can also click 'Send Email to Myself' to test things out.<\/div><br \/><div>If you ever want to reset the template to its original you can click 'Reset to Default'.&nbsp;<\/div>","inAppPage":"myStyle::System Message Templates","searchTermSet":["System Message Templates","How do I change my message templates?","How do I customize emails that are sent to clients?","Can I modify the copy of email reminders?","How do I change the standard notifications that are emailed to clients?"],"reducedSearchTermSet":["system messag templat","_0 chang messag templat","_0 custom email that ar sent client","can modifi copi email remind","_0 chang standard notif that ar email client"],"relatedTopicSet":["appointments\/types\/reminders","branding\/emailTemplate","teamEdition\/messageTemplates"],"ID":"475","ParentID":"273"},"settings\/messageTemplates\/custom":{"slug":"custom","slugPath":"settings\/messageTemplates\/custom","name":"Custom Message Templates","article":"<div>CoachAccountable offers various ways to message your clients with ease.<\/div><br \/><div><a href=\"courses\" class=\"toArticle\">Courses<\/a>&nbsp;allow you to automate a sequence of messages.<\/div><div><a href=\"messaging\/scheduled\" class=\"toArticle\">Future scheduled messages<\/a>&nbsp;can also be helpful.<\/div><br \/><div>And for those messages that you tend to send to clients often, you can create and save Custom Message Templates.<\/div><br \/><h2>Creating Custom Message Templates<\/h2><div>Go to <em>Settings &gt;&gt; My Style &gt;&gt; Custom Message Templates <\/em>to get started. Click <em>+Message Template<\/em>.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-01_at_6.08.55pm.png\" height=\"469\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-03-01_at_6.08.55pm.png\" \/><\/div><div>You'll see the familiar&nbsp;<a href=\"general\/wysiwyg\" class=\"toArticle\">WYSIWYG toolbar<\/a>, where you can add links, formatting, etc.&nbsp;<\/div><br \/><div>Note the&nbsp;<a href=\"FAQs\/magicTags\" class=\"toArticle\">magic tags<\/a>&nbsp;available on the right, such as [clientFirstName] - while editing the message, click on a magic tag to insert it right into the message template. That tag will automatically generate the appropriate data, such as the client's first name, each time you send the message.<\/div><br \/><div><span>If you are on Team Edition, you can choose to share your Message Templates with other coaches across the organization.<\/span><br \/><\/div><br \/><h2>Using Custom Message Templates<\/h2><div>When composing an email to a client or&nbsp;<a href=\"groups\/groupItems\/messages\" class=\"toArticle\">Group<\/a>, you'll see the \"template\" option in the upper right of the composing window. Note that you will not see this option if you have no Custom Message Templates, so create your templates first.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-01_at_6.10.12pm.png\" height=\"1088\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-03-01_at_6.10.12pm.png\" \/><\/div><div>Click <em>template...<\/em> and the resulting pop-up allows you to choose from your existing templates or create a new one.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-01_at_6.11.23pm.png\" height=\"1097\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-03-01_at_6.11.23pm.png\" \/><\/div><br \/><div>Clicking<em> Load <\/em>queues up the chosen template for any further customization before sending.&nbsp;<\/div><br \/><div><a href=\"https:\/\/www.coachaccountable.com\/installPackage\/ghrO08pmAImqNOunwb10j1x3fAVF0b\" target=\"_blank\">Install our pre-made custom message templates by clicking here.<\/a><\/div>","inAppPage":"messageTemplates","searchTermSet":["Custom Message Templates",""],"reducedSearchTermSet":["custom messag templat"],"relatedTopicSet":["messaging","settings\/messageTemplates"],"ID":"476","ParentID":"273"},"appointments\/scheduling\/retroactive":{"slug":"retroactive","slugPath":"appointments\/scheduling\/retroactive","name":"Retroactive Scheduling Appointments","article":"<div align=\"left\">Sometimes, it's useful to add records of Appointments that have already happened with your clients, such as having a complete record for logging your coaching hours or capturing what already happened in an Engagement.<\/div><br \/><div align=\"left\">You can do this by scheduling a new Appointment in the usual way and using the date picker to select any date you like from the past.<\/div><br \/><div align=\"left\">You can even schedule a series of appointments in this way to quickly log your hours if your past appointments were on a regular schedule.&nbsp;<\/div>","inAppPage":"","searchTermSet":["Retroactive Scheduling Appointments",""],"reducedSearchTermSet":["retroact schedul appoint"],"relatedTopicSet":[""],"ID":"482","ParentID":"42"},"FAQs\/cantAddCertainClientsToGroup":{"slug":"cantAddCertainClientsToGroup","slugPath":"FAQs\/cantAddCertainClientsToGroup","name":"Why can't I add certain clients to a group?","article":"<div><span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\">When setting up the client membership of a Group, you may find that not every client you mean to add is displayed:<br \/><\/span><\/div><div><span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/addgroupmembers-2.png\" class=\"center\" alt=\"addgroupmembers-2.png\" width=\"666\" height=\"567\" \/><\/span><\/div><div><span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\">By design, not every client within your organization will necessarily show as options for addable members.<br \/><\/span><\/div><br \/><div><span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\">First things first: clients who are already members of that Group WON'T appear in that listing, for that would be redundant.&nbsp; So be sure you haven't already added them. :)<br \/><\/span><\/div><br \/><div><span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\">If the client you want to add ISN'T already there?<br \/><\/span><\/div><br \/><div><span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\">The trick is to realize that the system only allows you to add clients that are <strong>in some way paired with the Group's owner<\/strong>.&nbsp; This pairing can be <span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\">either as primary or secondary coach (read-only access doesn't count).<\/span>&nbsp; <a href=\"teamEdition\/pairing\" class=\"toArticle\">Learn about coach\/client pairing<\/a>.<br \/><\/span><\/div><div><\/div><div><span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\"><br \/>Whomever is the group's owner, it will be his or her clients that are displayed for adding.<br \/><\/span><\/div><br \/><div><h3>How do I add clients other than those paired with the group's owner?<\/h3><\/div><div><span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\">The direct fix to this problem is to simply pair those other clients with the group's owner, and then return to add those newly-paired clients to the Group.<\/span><\/div><br \/><div><span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\">If it's not desirable to have the group owner paired with the clients you wish to add to the group, a workaround for this is to change the ownership of the group, even if only temporarily.&nbsp; Once some other coach is owner, you're able to add that coach's clients as well.<br \/>&nbsp;<br \/><\/span><\/div><div><span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\">You can change ownership of a Group by visiting the Membership &gt;&gt; Coaches area and clicking the gear icon that appears over a coach member's card, like so:<br \/><\/span><\/div><br \/><div><span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupcoachmembers-changeowner.png\" class=\"center\" alt=\"groupcoachmembers-changeowner.png\" width=\"498\" height=\"441\" \/><\/span><\/div><br \/><div><span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\">And, if and when fitting, you can change it back, too. :)<\/span><\/div><div><\/div>","inAppPage":"","searchTermSet":["Why can't I add certain clients to a group?","Why can't I add a client to a Group?","Clients not showing to add as group members"],"reducedSearchTermSet":["why can't add certain client group","why can't add client group","client not show add a group member"],"relatedTopicSet":["teamEdition\/pairing"],"ID":"483","ParentID":"130"},"companies\/invoicing\/cantSend":{"slug":"cantSend","slugPath":"companies\/invoicing\/cantSend","name":"Why you Can't Send an Invoice to the Company","article":"<div>If you find you're not able to send a Company Invoice to the Company itself, the reason is that there are currently no Personnel who are set up to be recipients of company invoices.<\/div><br \/><div>The fix is to either add a new Personnel under that company (and note him or her as a recipient of Company Invoices), OR note one or more existing Personnel as designated recipients of Company Invoices.<\/div>","inAppPage":"","searchTermSet":["Why you Can't Send an Invoice to the Company",""],"reducedSearchTermSet":[""],"relatedTopicSet":[""],"ID":"485","ParentID":"423"},"whiteboards\/whiteboardTemplates":{"slug":"whiteboardTemplates","slugPath":"whiteboards\/whiteboardTemplates","name":"Whiteboard Templates","article":"<div>Have a Whiteboard that you'd like to easily make available to others?<\/div><br \/><div>There are three good ways to do this:<\/div><div><ol><li>With <a href=\"courses\" class=\"toArticle\">Courses<\/a> (which are an excellent way to template out the dispatching of any number of items to clients in automated fashion, including Whiteboards)<\/li><li>With <a href=\"groups\" class=\"toArticle\">Groups<\/a>, which allow you to create a Whiteboard that, for <a href=\"groups\/settings\/participation\" class=\"toArticle\">admin-only Groups,<\/a> will magically appear in the Whiteboards collection on the Client Page of group client members.<\/li><li>By \nyour ability to clone one of your own \nWhiteboards (i.e. one of the Whiteboards found on your coach home page) \nto others.<\/li><\/ol>\nCourses and Groups are topics unto themselves, but let's here and now illustrate that 3rd approach, cloning a Whiteboard to others.<br \/><\/div><br \/><div>To do so, find the card of Whiteboard you'd like to clone to others in that home page Whiteboards area, and click on it.<\/div><br \/><div>This will bring up the Whiteboard to view, and there you'll find the \"Clone to others...\" button in the lower right corner:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_10.12.03AM.png\" height=\"861\" width=\"730\" class=\"center\" alt=\"Screenshot_2025-09-22_at_10.12.03AM.png\" \/><\/div><br \/><div>Click that, and you'll be given a number of options by which to clone your Whiteboard to others:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_10.15.52AM.png\" height=\"463\" width=\"529\" class=\"center\" alt=\"Screenshot_2025-09-22_at_10.15.52AM.png\" \/><\/div><div>You can clone to some or all of your clients.&nbsp; For those who have the right permissions in Team Edition, you can even clone to other coaches in your organization:<br \/><\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_10.16.35AM.png\" height=\"463\" width=\"525\" class=\"center\" alt=\"Screenshot_2025-09-22_at_10.16.35AM.png\" \/><\/div><div><h3>Handling Duplicates<\/h3><\/div><div>Note the \"And if they <strong>already have<\/strong> a Whiteboard named....\" options.&nbsp; This allows you to clone to others with confidence.&nbsp; Based on what you choose, you can:<\/div><div><ul><li>ensure you don't make any duplicates if you don't mean to (handy if you need to clone something to everyone, but aren't sure which clients already have it), or<\/li><li>ensure you don't overwrite any updates that have been already made (if you want to preserve those), or<\/li><li>re-publish \"latest version\" that would overwrite any older versions (when you mean to do so).<\/li><\/ul><\/div><div><em><strong>Note: Cloning whiteboards in this way does not copy over the draft history (which is usually a good thing<\/strong>).<\/em><br \/><\/div>","inAppPage":"","searchTermSet":["Whiteboard Templates","Clone Whiteboards to others","How do I quickly set up Whiteboards for my clients?","Sharing Whiteboards with other coaches"],"reducedSearchTermSet":["whiteboard templat","clone whiteboard other","_0 quickli set up whiteboard client","share whiteboard with other coach"],"relatedTopicSet":[""],"ID":"486","ParentID":"92"},"appointments\/sync\/coordinatingWithOtherSchedulers":{"slug":"coordinatingWithOtherSchedulers","slugPath":"appointments\/sync\/coordinatingWithOtherSchedulers","name":"Coordinating with Other Schedulers","article":"<div>If you use another scheduling system (e.g. Acuity, Calendly, etc.) in addition to CA, you may be wondering how to link or integrate those systems with your CA scheduling.<\/div><br \/><div>Here's the way:<\/div><br \/><div>There is no direct integration between CA and those other apps, because there doesn't need to be.&nbsp; CA scheduling offers many benefits for scheduling with your established clients, and other, more commodity \nschedulers are great for scheduling with people who are not.&nbsp; So it can make sense to use both, with the understanding that each serves their respective, largely non-overlapping usage.<br \/><\/div><br \/><div>If you use both, to have them coordinate there is only to be certain that <strong>both are synced with the same calendar<\/strong>.&nbsp; Specifically this will be whichever one serves as the <strong>single source of truth<\/strong> around when you're busy and when you're not.<br \/><\/div><br \/><div>When you do this, both CA and your other scheduler with publish your appointments to that calendar, and read from it to know exactly when you are and aren't free to avoid double booking.<\/div><div><br \/>That way both will fill up your calendar with whatever they schedule, and neither will accidentally double book over appointments scheduled by the other.<\/div><div><br \/>That'll do it!<br \/><\/div>","inAppPage":"","searchTermSet":["Coordinating with Other Schedulers","How do I connect CA to my Acuity?","How do I connect CA to my Calendly?","How do I integrate CA with my Acuity?","How do I integrate CA with my Calendly?","How do I connect with my other scheduling system?"],"reducedSearchTermSet":["coordin with other schedul","_0 connect ca acuiti","_0 connect ca calendli","_0 integr ca with acuiti","_0 integr ca with calendli","_0 connect with other schedul system"],"relatedTopicSet":[""],"ID":"487","ParentID":"318"},"FAQs\/CAInvoicesForOthers":{"slug":"CAInvoicesForOthers","slugPath":"FAQs\/CAInvoicesForOthers","name":"How can someone else receive my CA Invoices?","article":"<div>The invoices for your CoachAccountable subscription are only ever sent via email to the account owner, and these are sent to whatever email address that owner has on file in their <a href=\"myAccount\" class=\"toArticle\">My Account<\/a> &gt;&gt; User Profile.<\/div><br \/><div>Want another recipient to get those invoices?<\/div><br \/><div>There's no way to set this up in CA, BUT you can set up a forwarding rule in the email of the account owner to do just that.<br \/><\/div><br \/><div>To create an accurate filter for this rule, here is what emails should match on:<br \/><\/div><div><br \/><table class=\"table--minimalist\" width=\"100%\"><tbody><tr><td>From\n<\/td><td>support@coachaccountable.com<\/td><\/tr><tr><td>Subject:<\/td><td>CoachAccountable Invoice Receipt<\/td><\/tr><\/tbody><\/table><br \/>Make a rule for emails matching this to forward on to whichever other recipients you like, and they'll get those subscription invoices as well.<br \/><\/div><br \/><br \/><br \/>","inAppPage":null,"searchTermSet":["How can someone else receive my CA Invoices?","Letting others see our CA subscription invoices","Sending CA invoices to other recipients","CA invoices to other recipients","How to I send my CA invoices to someone else?"],"reducedSearchTermSet":["someon els receiv ca invoic","let other see our ca subscript invoic","send ca invoic other recipi","ca invoic other recipi","send ca invoic someon els"],"relatedTopicSet":[""],"ID":"488","ParentID":"130"},"appointments\/scheduling\/modifying":{"slug":"modifying","slugPath":"appointments\/scheduling\/modifying","name":"Modifying Appointments","article":"<div>To modify (or cancel) an appointment, find it in an Upcoming listing, hover your mouse over it to reveal a gear icon, click that gear, and then choose \"modify\" from the little menu that appears.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-18_at_3.25.13pm.png\" height=\"490\" width=\"1000\" class=\"center dropShadow\" alt=\"screenshot_2024-10-18_at_3.25.13pm.png\" \/><\/div><div>In the \"Modify Appointment\" pop up, you'll find controls to change the name of the appointment, the date and time, the duration, the location and description, and controls to modify whatever reminders you have set.<\/div><br \/><div>If you're modifying one of regular series of appointments, you'll find you're able to <a href=\"appointments\/scheduling\/modifying\/series\" class=\"toArticle\">make your changes affect all of those<\/a>, too!<\/div><br \/><div><h3>Modifications by Clients<\/h3><div>For clients, this works essentially the \nsame: they too fill find the Appointment while logged in, hover over it \nto reveal a gear, and upon clicking that gear they'll see a little menu \nwith cancel and\/or reschedule options, as is fitting. <\/div>&nbsp;<\/div><div>In addition to making modifications while logged in, clients (or their assistants!) can do so by clicking&nbsp;<a href=\"appointments\/scheduling\/modifying\/quickAccessLinks\" class=\"toArticle\">quick access links<\/a> that can be found in Appointment notification and reminder emails.<br \/><\/div>","inAppPage":"","searchTermSet":["Modifying Appointments","How do I reschedule appointments?"],"reducedSearchTermSet":["modifi appoint","_0 reschedul appoint"],"relatedTopicSet":[""],"ID":"489","ParentID":"42"},"appointments\/scheduling\/modifying\/series":{"slug":"series","slugPath":"appointments\/scheduling\/modifying\/series","name":"Modifying a Series of Appointments","article":"<div>If you have a series of routine appointments scheduled with one of your clients (for example \"Tuesdays at 10am\"), you can modify some or all of them at once.<\/div><br \/><div>The key is to bring up the \"Modify Appointment\" pop up for the earliest one of the series that you wish to modify.<\/div><div><br \/>When you do, CoachAccountable will notice if there are any future appointments with that same client that are <strong>series-like<\/strong>.&nbsp; This means appointments that:<\/div><div><ul><li>are at the same time of day,<\/li><li>on the same day of the week,<\/li><li>have the same duration, and<\/li><li>have the same name.<\/li><\/ul>\n(In Team Edition, this also means they must be with the same coach!)<br \/><\/div><br \/><div>If there are two or more in the future that are similar in this way, you'll find a checkbox towards the bottom that says \"Modify similar future appointments with _____...\"<\/div><br \/><div>Click that to reveal options to modify either all or some of those series-like appointments.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-18_at_3.31.04pm.png\" height=\"1135\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-10-18_at_3.31.04pm.png\" \/><\/div><br \/><div><h3>What gets modified in this way?<\/h3><\/div><div>When you opt to modify one or more other appointments (in addition to whichever appointment you originally chose), the following changes will be made to those other appointments:<\/div><div><ul><li>The name will be set to match.<\/li><li>The time of day will be set to match.<\/li><li>The day of the appointment will be <strong>shifted<\/strong> by however many days you moved the original.&nbsp; To illustrate with examples:<ul><li>If you change from a Tuesday to a Wednesday, they'll also be moved forward one day to the Wednesday of their week.<\/li><li>If you change the date to move it back <strong>N<\/strong> days, they'll also be moved back <strong>N<\/strong> days from whatever their original date was.<\/li><li>If you change the date to move it up <strong>N<\/strong> days, they'll also be moved up <strong>N<\/strong> days.<\/li><\/ul>\n<\/li><li>The duration will be set to match, if changed for the original.<\/li><li>The description will be set to match.<\/li><li>The reminders will be identically set.<\/li><\/ul>\n<\/div><div>Here are some caveats to consider that implied by this list:<\/div><div><ul><li>If you (or your client) tweaked the reminders for other chosen appointments, those will be overwritten with whatever you set here.&nbsp; It's rare that that is so, but good to know nonetheless!<\/li><li>Likewise for the description of future appointments (rarer still!).<\/li><li>The location field will NOT be modified in this way.<\/li><li>The status of any Zoom meeting (presence or lack thereof) will not be changed for other appointments.<\/li><\/ul>\n<\/div>","inAppPage":"","searchTermSet":["Modifying a Series of Appointments","How do I reschedule several appointments at once?","Rescheduling a series of appointments","Changing the date and time for a recurring appointment"],"reducedSearchTermSet":["modifi seri appoint","_0 reschedul sever appoint at onc","reschedul seri appoint","chang date and time recur appoint"],"relatedTopicSet":[""],"ID":"490","ParentID":"489"},"agreements\/coachSignatures":{"slug":"coachSignatures","slugPath":"agreements\/coachSignatures","name":"Coach Signatures on Agreements","article":"<div>Given that Agreements are often ripe for client to sign, you might wonder if it's possible for coach as well to have a place to put their signature.<\/div><br \/><div>As a document to execute, only the client to whom it has been issued can fill any of the bits out, so it's not possible to create a signature area for coach to sign separately.<\/div><br \/><div>So how to include a coach's signature?<\/div><br \/><div>As Agreements are unilaterally drafted and issued by the coach for a client, it can be considered a foregone conclusion that the issuing party does indeed agree to it.<\/div><br \/><div>This being the case, a suitable workaround is for the coach to&nbsp;<a href=\"general\/imageGallery\" class=\"toArticle\">upload an image<\/a>&nbsp;of their signature and insert it as fitting into the agreement.&nbsp; (This can be done for the Agreement Template itself, or when customizing an Agreement just prior to issuing).<\/div><br \/><div>With this in place prior to actually issuing the Agreement, that tees up the final document to contain both party's signatures.<br \/><\/div>","inAppPage":"","searchTermSet":["Coach Signatures on Agreements","Can I add a place for the coach to sign an agreement?","How can coach add his or her signature to an agreement?","Where does the coach sign an agreement?","Can there be multiple signatures on a agreement?"],"reducedSearchTermSet":["coach signatur on agreement","can add place coach sign agreement","coach add hi or her signatur agreement","do coach sign agreement","can there be multipl signatur on agreement"],"relatedTopicSet":[""],"ID":"491","ParentID":"337"},"whiteboards\/notifications":{"slug":"notifications","slugPath":"whiteboards\/notifications","name":"Whiteboard Notifications","article":"<div>If you're looking for notifications that pertain specifically to Whiteboards, they don't exist, and here's why:<\/div><br \/><div>Unlike Actions and Worksheets (which have a clear concept of what it is to be \"done\"), Whiteboards are meant to be evergreen, always ready for the next round of edits or additions.<\/div><br \/><div>So there's no clear sense of when or even if it would be appropriate to send a notification about a Whiteboard.<br \/><ul><li>When it's first created?&nbsp; It's going to be blank.<\/li><li>When the author hits the \"Save\" button?&nbsp; That could be a lot of notifications.<\/li><li>After some period of time after the last save?&nbsp; No way to tell when it's still a work in progress, and thus not yet fit for sending off.<\/li><\/ul>\n<\/div><br \/><div><h2>Keeping Up to Date with a Happenings Report<\/h2><\/div><div>So there's no clear cut time to sent a notification pertaining to a Whiteboard, but nevertheless there IS a nice way to keep in the loop about any work your clients do on them.<\/div><br \/><div>The trick is to set up a <a href=\"clients\/happeningsreports\" class=\"toArticle\">Happenings Report<\/a>.<\/div><br \/><div>You can make a Happenings Report that happens to contain Whiteboards as part of what should be in there, and one such Happenings Report can be your de facto Whiteboard notification setup.<br \/><\/div><br \/><div>For example, if you make a Happenings Report that...<\/div><div><ul><li>is set to send every day,<\/li><li>concerns all your clients,<\/li><li>is only to do with Whiteboards,<\/li><li>and is set to skip when there's nothing new...<\/li><\/ul>\nTHEN you can get a nice, daily digest of whatever new activity has occurred on the Whiteboards of your clients, but only on days when there was any such action.<\/div><br \/><div>And, of course, you're free to tailor it to whatever variation on that idea as you like.<br \/><\/div>","inAppPage":null,"searchTermSet":["Whiteboard Notifications","Why do whiteboards not have notifications?","How do I get notified when my client updates their Whiteboard?","How do I get notified when my client creates a Whiteboard?"],"reducedSearchTermSet":["whiteboard notif","why whiteboard not have notif","_0 get notifi client updat their whiteboard","_0 get notifi client creat whiteboard"],"relatedTopicSet":[""],"ID":"492","ParentID":"92"},"appointments\/sync\/calendarInvites":{"slug":"calendarInvites","slugPath":"appointments\/sync\/calendarInvites","name":"Sync via Calendar Invite","article":"<div>The \"quick and dirty\" way of syncing one's calendar is to not do it at all, and instead simply receive calendar invitations via email that, in most email clients, will be automatically added to the recipients related calendar.<\/div><br \/><div>This is the default method supported for new clients, and for many purposes, works well enough.<br \/><\/div><br \/><div>A calendar invites are included in <span style=\"text-align:left;color:rgb(74,74,74);\">appointment notification emails.&nbsp;<\/span>However, you can email clients invites to their upcoming appointment(s) quite easily at any time:<\/div><br \/><div><span style=\"color:rgb(47,57,65);\">Click the gear wheel for a given client to open up their Client Manager:<\/span><br style=\"color:rgb(47,57,65);\" \/><span style=\"color:rgb(47,57,65);\">\n<\/span>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-07-31_at_3.26.07pm.png\" height=\"649\" width=\"1000\" class=\"center stroke unrounded\" alt=\"screenshot_2024-07-31_at_3.26.07pm.png\" \/><span style=\"color:rgb(47,57,65);\">Expand Settings and go to Appointments from the left-hand menu. From there, you can click the button to email the client invite(s) to any upcoming appointments:<\/span><br style=\"color:rgb(47,57,65);\" \/><span style=\"color:rgb(47,57,65);\">\n<\/span>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-07-31_at_3.26.21pm.png\" height=\"653\" width=\"905\" class=\"center\" alt=\"screenshot_2024-07-31_at_3.26.21pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Sync via Calendar Invite",""],"reducedSearchTermSet":["sync vium calendar invit"],"relatedTopicSet":[""],"ID":"493","ParentID":"318"},"appointments\/sync\/calendarInvites\/outlookSeriesProblem":{"slug":"outlookSeriesProblem","slugPath":"appointments\/sync\/calendarInvites\/outlookSeriesProblem","name":"Calendar Invites for Appointment Series in Outlook","article":"<div>The ability to get appointments to show up in one's calendar simply be receiving email invitations is very convenient, requiring no setup steps, and usually works well enough.<\/div><div><br \/>However, there is one instance wherein this fails, and it's a known issue with Outlook when it comes to processing email invites that specify more than one event.<\/div><br \/><div>Specifically, certain (all?) versions Outlook, will ignore all but the first event indicated by an ICS calendar invite email attachment.<\/div><div><br \/>This arises as a problem if and when you schedule a series of routine Appointments with your client, and send them a single notification of that series.<\/div><br \/><div><h2>Workarounds <\/h2><\/div><div><p>There are 2 possible if your client has an Outlook client that fails to register any but the first in such a series:<\/p>\n<p>&nbsp;<\/p>\n<h3>Recommend Clients sync their Outlook calendar.<\/h3><p>This can be done from their My Account &gt;&gt; Calendar Sync area. It is a one-time setup that takes about 45 seconds. Syncing means <em>all <\/em>Appointments in a series will be properly added to your client's calendar. <\/p>\n <br \/><\/div><div><h3>Manually Send Notification Emails of Individual Appointments<\/h3>With a few clicks, you can manually send an invite email for each of those series of Appointments beyond the first one. You do this&nbsp;<span style=\"text-align:left;\">by clicking the gear wheel icon for the client and going to Settings &gt;&gt; Appointments:<\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_9.16.47am.png\" height=\"724\" width=\"883\" class=\"center\" alt=\"screenshot_2024-10-14_at_9.16.47am.png\" \/><\/div><div>Then click the link 'If you're having trouble, here are some ways to help...':<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_9.19.33am.png\" height=\"273\" width=\"612\" class=\"center\" alt=\"screenshot_2024-10-14_at_9.19.33am.png\" \/><\/div><br \/><div>From here, you'll get more information and the option to send a separate .ICS file for each Appointment:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_9.20.02am.png\" height=\"511\" width=\"610\" class=\"center\" alt=\"screenshot_2024-10-14_at_9.20.02am.png\" \/><\/div><br \/><div>I suppose a 3rd workaround to this would be to complain about this issue to Outlook.&nbsp; That could ultimately yield the most elegant solution, but is apt to take a while. :)<br \/><\/div>","inAppPage":"","searchTermSet":["Calendar Invites for Appointment Series in Outlook","My client only got one appointment in a series added to their Outlook calendar.","Why did only the first appointment of a series show up in my client's calendar?","Missing appointments in Outlook calendar sync.","Email invitation only adding one appointment to Outlook","Problem adding all appointments in a recurring series for Outlook"],"reducedSearchTermSet":["calendar invit appoint seri in outlook","client onli got on appoint in seri ad their outlook calendar","why did onli first appoint seri show up in clients' calendar","miss appoint in outlook calendar sync","email invit onli ad on appoint outlook","problem ad all appoint in recur seri outlook"],"relatedTopicSet":[""],"ID":"494","ParentID":"493"},"sharingFiles\/sharingMultipleFiles\/singleFileMultipleClients":{"slug":"singleFileMultipleClients","slugPath":"sharingFiles\/sharingMultipleFiles\/singleFileMultipleClients","name":"Sharing a Single File With Multiple Clients","article":"<p>If you want to share a single file with some or all of your clients, do so from your Library &gt;&gt; Files area by the following steps:<\/p>\n<br \/>\n<p>&nbsp;<\/p>\n<p>1. Find it in your Library listing and click on the card.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/libraryfile-loadinspotlight.jpg\" class=\"center\" width=\"610\" height=\"541\" alt=\"libraryfile-loadinspotlight.jpg\" \/>\n<br \/>\n<p>&nbsp;<\/p>\n<p>2. In the highlight panel on the right, click the share icon for the file:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/libraryfile-share.jpg\" class=\"center\" width=\"447\" height=\"493\" alt=\"libraryfile-share.jpg\" \/>\n\n<p>&nbsp;<\/p>\n<p>3. In the share pop up that appears, click on the \"Actually I want to share this with several clients...\" link.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/libraryfile-sharewithmultiple.png\" class=\"center\" width=\"562\" height=\"404\" alt=\"libraryfile-sharewithmultiple.png\" \/>\n\n<p>&nbsp;<\/p>\n<p>4. Select some or all of the clients there, using the shift and\/or Ctrl keys as needed.<\/p>\n<p>&nbsp;<\/p>\n<p><em>Note: A client who is greyed out in this display means that client already has that file shared with them.<\/em><\/p>\n<p><br \/><\/p>\n<p>5.<em>&nbsp;<\/em>Click the box to a notification email of the shared File to the client(s) by checking the box to do so before clicking 'Share'.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>","inAppPage":"","searchTermSet":["Sharing a Single File With Multiple Clients","How do I quickly share the same library file with all my clients?","How do I share a file with multiple clients?"],"reducedSearchTermSet":["share singl file with multipl client","_0 quickli share same librari file with all client","_0 share file with multipl client"],"relatedTopicSet":[""],"ID":"496","ParentID":"291"},"sharingFiles\/sharingMultipleFiles\/sharingACommonSet":{"slug":"sharingACommonSet","slugPath":"sharingFiles\/sharingMultipleFiles\/sharingACommonSet","name":"Sharing a Common Set of Files with Clients","article":"<div>It's common to have a set of files that you want to have ready to share with some or all of your clients.<\/div><div><br \/>There are two approaches to this:<\/div><div><ol><li>A Course which entails the receipt of all files in that \nset <\/li><li>A Group with whom all files in that set are shared.<\/li><\/ol>\n<\/div><br \/><div><h3>Sharing Files via a Course<\/h3><\/div><div>To share a set of files via a Course, take the following steps:<\/div><div><ol><li><a href=\"courses\/creating\" class=\"toArticle\">Create a Day-based Course<\/a>&nbsp;that is 1 Day long<\/li><li>Add all&nbsp;<a href=\"courses\/building\/files\" class=\"toArticle\">Files<\/a>&nbsp;of the set as items to Day 1 of that Course<\/li><\/ol>\n<\/div><div><i>Note: As you drag File items onto the Course, be sure to NOT make one file set \nto follow another, unless you intend that sort of one-at-a-time \nrevealing of files!<\/i><br \/><\/div><div><br \/>When the Course is ready, you can share the set of files with any client (now or in the future), by adding that client as a participant in the Course.<\/div><br \/><div><em>Note: You can easily add a multitude of clients to the course at once by clicking the \"Actually I want to add several participants...\" link in the \"Add a participant\" pop up.<\/em><\/div><br \/><br \/><div><\/div>\n<h3>Sharing Files via a Group<\/h3><div>\nTo share a set of files via a Group, take the following steps:<br \/><\/div><div><ol><li><a href=\"groups\/creating\" class=\"toArticle\">Create a Group<\/a>&nbsp;and add the appropriate clients as members to it<\/li><li>From the&nbsp;<a href=\"groups\/groupItems\" class=\"toArticle\">Group Stream<\/a>, click plus icon, and then the&nbsp;<a href=\"groups\/groupItems\/files\" class=\"toArticle\">+File<\/a>&nbsp;button.<\/li><li>Click the \u201cActually I want to share multiple files from my Library.\u201d link<\/li><li>Use Shift and\/or Ctrl keys to select whichever files you wish.<\/li><\/ol>\n<i>\n<\/i><\/div><div>The act of sharing a set of files with the Group in this way means that all client members of the group will have each of those files share with them, visible in their own respective Files area.<\/div><br \/><div><i>Note: The Group you create for thus purpose can be administrative only, meaning clients \ndon't know they're in the group.<\/i><br \/><\/div><br \/><div>The group approach is easy to maintain in two ways:<br \/><ol><li>When you have a new client (who ought to have access to the same set of files), simply add them as members of the Group.<\/li><li>When you want to add a new file to that set of common files that clients should generally have access, simply share it with the Group (and thus all member of the group, new and old, will gain access to it).<\/li><\/ol>\n<\/div>","inAppPage":"","searchTermSet":["Sharing a Common Set of Files with Clients","How do I set new clients up with all of my library files?"],"reducedSearchTermSet":["share common set file with client","_0 set new client up with all librari file"],"relatedTopicSet":[""],"ID":"497","ParentID":"291"},"courses\/participations\/modifying":{"slug":"modifying","slugPath":"courses\/participations\/modifying","name":"Modifying Course Participations","article":"<div>To modify a Course Participation, you'll need to bring up the editor pop-up for that client.&nbsp; This can be done from one of two locations:<\/div><br \/><div>1.&nbsp; From the Home page &gt;&gt; Courses area, click on a card for a given Course to load it into the right side panel.&nbsp; There, in that side panel, click on the Participants tab, then hover over the \nparticipant and click the edit icon that appears:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-18_at_7.45.43pm.png\" height=\"436\" width=\"431\" class=\"center\" alt=\"screenshot_2024-04-18_at_7.45.43pm.png\" \/><\/div><div>2.&nbsp; From the Courses section of a Client or Group Page.&nbsp; There, hover over the card of the course and click the edit icon that appears in the bottom right corner of the card:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-18_at_7.48.06pm.png\" height=\"647\" width=\"1000\" class=\"center stroke unrounded\" alt=\"screenshot_2024-04-18_at_7.48.06pm.png\" \/><\/div><br \/><div>In the pop-up that appears, you'll see the various ways in which you can make changes to the in-progress participation:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-16_at_12.53.22pm.png\" height=\"995\" width=\"724\" class=\"center\" alt=\"screenshot_2024-05-16_at_12.53.22pm.png\" \/><\/div><div>These controls are by and large self-explanatory, but do pay particular attention to the options concerning what to do with items when rewinding, fast forwarding, and stopping!&nbsp; It's easy to make a bit of a \nmess if you get those wrong for what you intend, but by the same token,&nbsp; such messages are generally easy to undo: just pay attention to the \noptions.<\/div><br \/><div>If you pause the participation, simply revisit this pop-up to manually un-pause it or change the scheduled resume date.<br \/><\/div><br \/><div>\n<h3>Customizing a course<\/h3><div>You're able to customize the timeline of the Course for j<em>ust this participant<\/em>.&nbsp; More about this <a href=\"courses\/participations\/customizeCourse\" class=\"toArticle\">here<\/a>.<\/div><br \/><\/div><h3>Stopping the Course Progression<\/h3><div>This\n removes the client from the Course entirely, \nincluding any records of their having been in it. You can choose whether\n the client keeps the Course items that have already been issued or to \ndelete them.&nbsp; Being able to delete any course items from it is a great \nway to reset things OR delete a lot that you didn't mean to, so be sure\n to get that option right!<\/div>","inAppPage":"","searchTermSet":["Modifying Course Participations","How do I modify a client who's already in a course?","Modifying course participations that have already begun.","Rewinding a course for a client","Fast forwarding a course for a client","Pausing a course participation"],"reducedSearchTermSet":["modifi cours particip","_0 modifi client who' alreadi in cours","modifi cours particip that have alreadi begun","rewind cours client","fast forward cours client","paus cours particip"],"relatedTopicSet":[""],"ID":"499","ParentID":"110"},"courses\/building\/powerTools":{"slug":"powerTools","slugPath":"courses\/building\/powerTools","name":"Course Power Tools","article":"<div>Course Power Tools allow you to do bulk operations when building or modifying your course, including inserts, deleting, moving, cloning, and even importing from other Courses.<\/div><br \/><div>When working in the Course Builder, bring them up by clicking the \"Power tools...\" button as found toward the bottom of the Course Builder Tools:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursePowerTools-button.png\" height=\"527\" width=\"256\" class=\"center\" alt=\"coursePowerTools-button.png\" \/><\/div><div><br \/><\/div><br \/><div><em>Note: All screenshots and words here reference \"steps\", as in a Step-based Course, but the same applies to \"days\" in Day-based Courses.<\/em><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepowertools-initialpopup.png\" class=\"center\" alt=\"coursepowertools-initialpopup.png\" width=\"514\" height=\"376\" \/><\/div><div>\nThere are 5 operations to choose from.<br \/><\/div><br \/><div><h2>Insert blank steps<\/h2><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepowertools-insert.png\" class=\"center\" alt=\"coursepowertools-insert.png\" width=\"407\" height=\"202\" \/><\/div><div>This allows you to quickly insert a number of steps into the timeline at whatever part you like.<\/div><br \/><div>Here, and in other operations, you are setting what we'll call the <strong>operation point<\/strong>, or \"the point in the course timeline at which this operation should occur\" \n(i.e. in this example \"where in the Course timeline should these 7 steps be inserted?\")&nbsp; In the screenshot above, the controls are set for the operation point to be before step 15, i.e. we're saying <i>\"the \n7 steps should be inserted right between step 14 and 15\"<\/i>.<br \/><\/div><br \/><div>Notice here, as we'll see with other power tool operations, the gray navigation line and the slider control knob just below it.&nbsp; As an alternative to specifying the operation point as number inputs , you can do so visually be dragging that control knob along the length of that line.&nbsp; The little blue markers show the distribution of items in your course, and the sharp green line shows the currently chosen \noperation point.<\/div><br \/><div>Change visual slider, and the number input will correspondingly change, and vice versa.&nbsp; It's kinda fun!<br \/><\/div><br \/><br \/><div><h2>Move a range of steps<\/h2><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepowertools-move.png\" class=\"center\" alt=\"coursepowertools-move.png\" width=\"412\" height=\"456\" \/><\/div><div>This allows you to select a particular range of steps in your timeline and move them (or just the items of those steps) elsewhere.<\/div><br \/><div>This operation introduces the notion of specifying what we'll call a <strong>course range<\/strong>, or \"the segment of one or more steps from the timeline that we're selecting for the operation\".&nbsp; Like choosing the <strong>operation point<\/strong>, we'll see selecting the <strong>course range<\/strong> throughout these power tools.<\/div><br \/><div>Also like choosing the operation point, you can do so from the number controls as well as draggable knobs (the two half circles which cordon off the lower and upper limits of the range) on the timeline slider.<br \/><\/div><br \/><div>Again, change the range by dragging a knob on the visual slider, and the number input will correspondingly change.&nbsp; And vice versa.&nbsp; It, too, is kinda fun. :)<\/div><br \/><div>When it comes to making a move of a range in the course that you've selected, you've got two ways to choose from:<\/div><div><ol><li><strong>Move the steps entirely.<\/strong>&nbsp; That means any items in those steps (and indeed, currently active participants who happen to be on one of those steps!) will come along for the ride.&nbsp; There are never any holes on the timeline, so when you move steps, those steps around that move will be shuffled in to fill in the gap, effectively causing a swap in the ordering on the timeline.&nbsp; (Be warned: this always operates as it should, but it can be confusing!)<\/li><li><strong>Move only the items.<\/strong>&nbsp; This means the steps will stay where they are, and the items from those steps will be layered on to whatever steps are implied by the operation point.<\/li><\/ol>\nSpeaking of the operation point, just like inserting blank steps, you'll choose where the course range should be moved to.&nbsp; The visual slider for the operation point in this case entails not only the sharp green line to show the chosen point, but ALSO a hook over region that lets you see how the range you've selected (however wide it may be) will overlay onto what's already there in the timeline.<\/div><br \/><div>This too, has fun-ness about it.<br \/><\/div><br \/><div>If you choose an operation point for a move that would have the selected range fall off the end of the timeline, the duration of the course will automatically be extended to ensure that nothing falls off the edge and into oblivion. :)<br \/><\/div><br \/><br \/><div><h2>Cloning a range of steps<\/h2><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepowertools-clone.png\" class=\"center\" alt=\"coursepowertools-clone.png\" width=\"417\" height=\"457\" \/><\/div><div>Similar to move, this allows you to select a particular range of steps in your timeline and clone them (or just clone the items of those steps) elsewhere.<\/div><br \/><div>Like move, there are two options for cloning:<\/div><div><ol><li><strong>Clone the steps entirely<\/strong>.&nbsp; This means wherever you place the cloned range, the steps the follow that point will be pushed down accordingly<\/li><li><strong>Clone only the items<\/strong>.&nbsp; \nThis means all steps will stay where they are, and the items from those \ncloned steps will be layered on to whatever steps are implied by the operation \npoint.&nbsp; To prevent likely unintentional mistakes, you're not able to clone a range to a location that has any overlap with itself.<\/li><\/ol>\n<\/div><br \/><div><h2>Import a range of steps<\/h2><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepowertools-import.png\" class=\"center\" alt=\"coursepowertools-import.png\" width=\"424\" height=\"514\" \/><\/div><br \/><div>This allows you to build up a course by combining segments from other courses.<\/div><div><br \/>Just like clone, you first select a range from the course you'll be importing from, choose whether to add in steps in their entirety or just the items from them, and choose the operation point in your current course to import those steps and\/or items.<\/div><br \/><div>As mentioned above, note how in this screenshot a range that implies going off the edge of the current course's timeline means that the course will automatically be extended for you (as the little \"Will automatically extend...\" message indicates).<\/div><br \/><div><h2>Delete a range of steps<\/h2><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepowertools-delete.png\" class=\"center\" alt=\"coursepowertools-delete.png\" width=\"416\" height=\"321\" \/><\/div><div>Delete works exactly as you'd expect, consistent with the same rules of other power tools: choose a range, and choose whether this it to affect steps in that range entirely or just the items within.<\/div><br \/><div>It's ALMOST like an undo button for inserting, cloning, and importing.<\/div><br \/><div>Speaking of undo buttons...<br \/><\/div><br \/><div><h2>A Power Tools Word of Caution<\/h2><\/div><div>There is to be careful when using these power tools.&nbsp; None of them come with any sort of undo button.&nbsp; Just as a table saw will take a finger if you're not paying attention, it is very easy to make a huge mess of your courses if you use these without care.<\/div><br \/><div>The delete operation will ask you to click to confirm, but it will only do so once and then, as everything else in CoachAccountable, dutifully proceed to do what you told it to. :)<br \/><\/div><br \/><div>If you're nervous, you can make a clone of your course first, to serve as a backup.&nbsp; <br \/><\/div><br \/><div>Extra special care should be taken when <a href=\"courses\/building\/changingInProgress\" class=\"toArticle\">operating on a course that has active participants in it<\/a>.<br \/><\/div>","inAppPage":"","searchTermSet":["Course Power Tools","How do I insert a bunch of days into my course at once?","How do I combine courses?","Can I import items from one course into another?"],"reducedSearchTermSet":["cours power tool","_0 insert bunch dai into cours at onc","_0 combin cours","can import item from on cours into anoth"],"relatedTopicSet":[""],"ID":"500","ParentID":"103"},"courses\/building\/changingInProgress":{"slug":"changingInProgress","slugPath":"courses\/building\/changingInProgress","name":"Changing an \"In Progress\" Course","article":"<div>One of the most powerful and flexible aspects of Courses is your ability to change and build them while your clients are currently participating them.<\/div><br \/><div>This makes possible several things, including:<\/div><div><ul><li>Making it up as you go, i.e. not needing to have the entire thing built before being able to start clients in on it.<\/li><li>Tweak future segments based on how earlier segments have gone.<\/li><li>Revise earlier \nsegments to make them better for future participants without disrupting the experience of current ones.<\/li><\/ul>\nTo do this with confidence (and not accidentally mess things up!), the key is to understand the rules that govern how changes you make in the Course Builder will affect in-progress participations.<\/div><br \/><div>So let's explore those rules!<\/div><br \/><div><h2>Course Participants as Train Cars on a Track<\/h2><\/div><div>Here's an extended metaphor that will give you an intuition for reasoning about participants who are moving through a course:<\/div><br \/><div><strong>A participant in your course is like a single train car riding along a track, always at some particular mile marker, seeing the scenery along each portion of that track, taking pictures of that scenery which they carry forward as they go, and eventually will be parked back at the train station when the ride is over.<\/strong><\/div><br \/><div>The Course as designed in the Course Builder is the <strong>entire track<\/strong>.<\/div><br \/><div>The steps or days in your Course are <strong>segments of track<\/strong> (for the rest of this article I'll only refer to <em>days<\/em>, as in Day-based Courses, but this is interchangeable with steps as in <a href=\"courses\/stepBased\" class=\"toArticle\">Step-based Courses<\/a>).<\/div><br \/><div>A given day in your course, like Day 1 or Day 17, is a <strong>particular mile marker of the track<\/strong>.<br \/><\/div><br \/><div>The items in your course are the <strong>scenery along the track<\/strong>.<\/div><br \/><div>The items that are actually dispatched by the Course are the\n<strong>pictures they take and carry forward<\/strong>.<\/div><br \/><div>A participant moving through your course is a <strong>train car rolling along the track<\/strong>.&nbsp; Happily, they are like (non-spooky) ghosts in that they'll never collide or otherwise interact with other cars on the track: they are each free to move independently, and the track never gets too crowded no matter how many train cars are cruising it.<br \/><\/div><br \/><div>When the course is over and the participation is \"complete\", that's the <strong>train car parked back in the station<\/strong>.<\/div><br \/><div>You building your Course using the Course Builder is you <strong>laying down or modifying both the track and the scenery<\/strong>, <em>like a god<\/em>.<\/div><br \/><div>So what will happen to any of those train cars that are out on the track while you're messing with it?&nbsp; Let's go through the scenarios, guided by this train idea.&nbsp; I'm gonna intermix the train metaphor with the course concepts, try to keep up! :)<br \/><\/div><br \/><div>Say there's a train at mile marker 7 (i.e. a participant currently on Day 7):<\/div><div><ul><li><strong>What happens if you add some items to Day 6?<\/strong>&nbsp; That scenery won't be seen by the train on Day 7, and so will have no effect.&nbsp; But <em>future train cars<\/em> that pass by that mile marker WILL see that change of scenery, and take pictures of it, i.e. get those items as part of the experience.<\/li><li><strong>What happens if you add some items to Day 8?&nbsp; <\/strong>That train car currently on Day 7 will see that updated scenery when it passes by that way tomorrow, so those changes will be experienced by that participant.<\/li><li><strong>What happens if you add some items to Day 7?<\/strong>&nbsp; Dunno, what time is it right now?&nbsp; If it's still in the future for that train car, it'll see it when it gets there.&nbsp; But if the train has already passed, there'll be no effect and you might be left wondering why they didn't get the picture of that lovely Worksheet you just put there.&nbsp; Couple this with the fact that courses can be set to dispatch in the participant's time zone, <em>thus their \"2pm\" may or may not match your own<\/em>, you can hopefully see that, like in real life, messing with the track right around where trains are passing nearby can be recipe for disaster, and thus best avoided (you can do it, but if you do management is not responsible for any lost items, unintended consequences, or general confusion :).<\/li><li><strong>What happens if you add 3 segments of track wedged in between Day 2 and 3?<\/strong>&nbsp; The mile markers will adjust accordingly for all subsequent segments, i.e. what was Day 3 becomes Day 6, what was Day 4 becomes Day 7, and so on.&nbsp; As for our train car currently on Day 7?&nbsp; They'll now show as being on Day 10, <em>but the scenery around them hasn't changed<\/em>, so they'll not have any changes to the flow of items they'll get as part of their participation: things will continue on as usual.<\/li><li><strong>What happens if you delete 3 segments of tracks, those numbered 2, 3, and 4?<\/strong>&nbsp; First, the scenery for those 3 segments are gone, but any pictures of that scenery as taken by our train car on Day 7 will remain.&nbsp; Next, no holes allowed on these tracks, so everything beyond those deleted segments magically slides down 3 slots to keep everything whole.&nbsp; Our train on Day 7 is now showing on Day 4, but again, the scenery has moved with it so <em>nothing changes in the regularly scheduled flow of what will be seen<\/em>.<\/li><li><strong>What happens if you delete the segment of track that is mile marker 7?<\/strong>&nbsp; In the physical world, that would be bad and probably newsworthy.&nbsp; Fortunately in our virtual world, that will cause no derailments.&nbsp; Instead, our train car on Day 7 will be lifted majestically into the air, and what was segment 8 of the track will be slid down the line to connect with end of segment 6 (again, no holes allowed on these tracks), it will be renumbered as the new segment 7, and our train car will be set down on what was Day 8, now Day 7, along with whatever scenery the was-Day 8 brings along, thus teeing up our train car to see that stuff one day sooner, provided that stuff is still later in the day, i.e. not already passed by the train car.<\/li><li><strong>What happens if you delete the segment of track that is mile marker 7, PLUS all segments that follow it?<\/strong>&nbsp; In this case, our train car at Day 7 will effectively be out of track to traverse, thus the ride is now over and we'll park that train back in the station, thereby labeling the course complete for that participant.<\/li><li><strong>What if right after deleting all that track, I add some NEW segments of track to take their place?&nbsp; <\/strong>Sorry, that train car is already parked in the station and no longer out to ride on that new track and take pictures of whatever new scenery.&nbsp; But if you back it on out of the station (i.e. rewind the participation), it again can ride on and enjoy whatever new stretches of track you've created. :)<\/li><\/ul>\n<\/div><br \/><div>While we're at it with this whole metaphor teed up in mind, let's use it a little more to explore and better understand a few more mechanics:<\/div><br \/><div><strong>Relative Timing of Multiple Participants:<\/strong>&nbsp; \n You can save a lot of confusion to recognize that <em>Days and dates are very separate and independent concepts<\/em>.&nbsp; On the track we can speak of mile markers, and for a Day-based Course, train cars move at exactly one mile per day.&nbsp; Though that implies a tight relationship between them, it wouldn't make sense to put a date on a mile marker as though every train were supposed to pass by that stretch of track on the same day.&nbsp; \n\nTrain cars can start their journey at any given day.&nbsp; For a participant starting today, Day 15 for them will be two weeks from\n now, yet Day 15 for some other participant could have happened over a month ago.&nbsp; So even though the Course Builder shows a given Day as having a specific date on the calendar, those are merely for reference AS IF a course participant started on a particular day, and you can change that \"AS IF\" date to whatever you like, whenever you like.<br \/><\/div><br \/><div><strong>Group Courses:<\/strong>&nbsp; When it comes to a group participating in a Course, that's a single train car rolling down the tracks AND you get to choose which group members are actually sitting in that train car, i.e. which among them are taking pictures and thus being included in those Group Worksheets or whatever else.&nbsp; Usually this will be all group members, but not necessarily!&nbsp; Especially when someone new joins the group: it'll be up to you to actually put them in the train car, so that they too will see the scenery and take a picture of it as the train continues along going forward.&nbsp; Speaking of latecomers to a group, even if you put them on the group course participation train, a newcomer will NOT have any pictures of scenery that was already passed by by the train, but you can manually give those as is fitting (e.g. by modifying an already-started Group Metric to include the newcomer).<\/div><br \/><div><strong>Step-based Courses:<\/strong>&nbsp; Unlike Day-based Courses, which truly have a concept of rolling through a given mile marker over the span of 24 hours, being at a given step in a Step-based Courses means taking in the full scenery of that step all at once (and then moving on to the next step only once they've completed everything in the current one).&nbsp; So if you make changes to the scenery at a given step in a Step-based Course, all participants who are on that step will experience it immediately... sort of!&nbsp; Here's how it plays out:<\/div><div><ul><li><strong>Modify<\/strong> an item on that step?&nbsp; They've already taken a picture of it, and so will ignore the change.<\/li><li><strong>Delete<\/strong> an item from that step?&nbsp; They've already taken a picture of it, so they'll keep it, BUT if suddenly there's nothing else to complete at that Step based on that deletion, then they'll immediately pull ahead to the next Step.<\/li><li><strong>Add<\/strong> an item to that Step?&nbsp; Ooh, that's something new and interesting!&nbsp; They'll immediately take a picture of it (i.e. that item will be dispatched to them).<\/li><\/ul>\n<strong>Following Items:&nbsp; <\/strong>Anywhere in a course, you can make some item follow the completion of a preceding item, provided that item is itself \"completable\" (i.e. an Action, Worksheet, or File).&nbsp; I confess, these don't fully fit into our train metaphor, but they do well enough: following items are also part of the scenery.&nbsp; Add them to the future of what the train car will see, and the train car will get there.&nbsp; Remove them yet the train has already taken a picture of it?&nbsp; They'll keep the picture, yet future trains won't see it.<\/div><br \/><br \/><div><strong>And there you have it!<\/strong><\/div><br \/><div>Modifying courses that people are currently participation in can be fraught.&nbsp; By understanding the concepts around doing so, you can do so with awareness of how it will (and will not!) affect those current participants.&nbsp; Power and flexibility to sculpt these courses and more quickly iterate to make improvements is your reward.<br \/><\/div>","inAppPage":"","searchTermSet":["Changing an \"In Progress\" Course","Can I build my courses as I go?","Do I have to have my course fully \"done\" before putting clients in?","What happens when I change my course that's in progress?","Modifying an in-progress course","Course Participants as Train Cars on a Track"],"reducedSearchTermSet":["chang \"in progress\" cours","can build cours a go","have cours fulli \"done\" befor put client in","what happen chang cours that' in progr","modifi in progr cours","cours particip a train car on track"],"relatedTopicSet":[""],"ID":"501","ParentID":"103"},"offerings\/agreements":{"slug":"agreements","slugPath":"offerings\/agreements","name":"Offering Agreements","article":"<div>One possible component of an Offering is an Agreement, meaning you can choose one of your Agreement Templates that is meant to be part of the Offering.<\/div><br \/><div>If you do this, an Agreement based on that chosen template will be automatically issued to clients who sign up for the Offering.<\/div><br \/><div>One thing you'll notice is that actually filling out the Agreement is NOT part of the Offering's sign up process, and that may have you wonder when client will be presented with that Agreement.<\/div><div><br \/>This is by design, and the reasoning is a matter of basic conversion optimization: <em>it is generally favorable to NOT have the process of signing up for your Offerings any more cumbersome than is necessary.<\/em><\/div><br \/><div><strong>So when will they be presented with it?<\/strong><\/div><br \/><div>Clients who sign up for your Offering will see and be able to agree to the Offering Agreement when they first go to register their account with you, either by:<\/div><div><ul><li>clicking the register button (if you include the [registerButton] magic tag in your Offering's On Screen Welcome message), or<\/li><li>clicking the registration link in the Offering's confirmation email (if you include the \n[magicLink]magic tag in that template), or<\/li><li>whenever they go to register their account in response to an invite email you may manually send them later.<\/li><\/ul>\n<strong>How about for already established clients?<\/strong><\/div><div><br \/><\/div><div>An already established client has, of course, already registered their account (i.e. chosen a username and password).&nbsp; So instead of seeing that Agreement on the account registration screen, they'll be presented with it immediately when they next log in.<\/div><div><br \/><\/div><div>And if you include a [registerButton] magic tag in your Offering's On Screen Welcome message, that's EXACTLY where they'll bounce to.<\/div><div><br \/><\/div><div><br \/><\/div><div><strong>What about letting clients know what they're getting in to?<\/strong><\/div><div>This is sometimes a concern: if clients are signing up for or purchasing an Offering, they ought to know what it is they're getting themselves into.<\/div><br \/><div>It is generally sound advice that whatever the terms of your Agreement are, <em>they should not regularly be a deal breaker for your clients<\/em>.&nbsp; If they are, this may be an sign that those terms are worth revisiting.<\/div><div><br \/>If, however, your terms are what they are and it's genuinely important that clients be able to review them prior to signing up, you'll then want to publish or otherwise make those terms available prior to directing someone to your Offering widget or standalone page.<\/div><br \/><div>Ultimately, presenting your would-be sign ups with Agreements AFTER signing up is a calculated tradeoff.&nbsp; It is one that, on balance for most coaches, favors closing more clients.<br \/><\/div>","inAppPage":"","searchTermSet":["Offering Agreements",""],"reducedSearchTermSet":["offer agreement"],"relatedTopicSet":[""],"ID":"503","ParentID":"293"},"courses\/building\/videoTutorials\/routineTracking":{"slug":"routineTracking","slugPath":"courses\/building\/videoTutorials\/routineTracking","name":"Building a Routine Tracking Course","article":"<div><p>One of the more powerful features of CoachAccountable is it\u2019s ability genuinely change behavior and nudge clients into good habits and regular performance.<\/p>\n<p>&nbsp;<\/p>\n<p>This all happens through a very simple practice:&nbsp;<strong>the routine check-in<\/strong>.<\/p>\n<p>&nbsp;<\/p>\n<p>The routine check-in allows clients to report on WHATEVER KPIs, practices, habits, etc. that they\u2019re working on, prompts them to do so on regular basis, and has the accumulated results appear in graphs that reveal the trends and tell the story.<\/p>\n<p>&nbsp;<\/p>\n<p>Here\u2019s a step-by-step video tutorial on how to create these tracking regiments, complete with full automation that will make it easy for your clients to show up regularly:<\/p>\n<p>&nbsp;<\/p>\n<\/div><div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/player.vimeo.com\/video\/596731427\" frameborder=\"0\"><\/iframe><\/div><\/div><div><br \/><\/div><div><br class=\"Apple-interchange-newline\" \/><\/div>","inAppPage":"","searchTermSet":["Building a Routine Tracking Course","How do I do a recurring Worksheet for tracking metrics?","Automating a regular tracking worksheet"],"reducedSearchTermSet":["build routin track cours","_0 recur worksheet track metric","autom regular track worksheet"],"relatedTopicSet":[""],"ID":"506","ParentID":"472"},"clientInvoicing\/refuding":{"slug":"refuding","slugPath":"clientInvoicing\/refuding","name":"Refunding Invoice Payments","article":"<div>Need to partially or completely refund a payment made on your invoice?<\/div><br \/><div>Unlike receiving payments, CoachAccountable cannot issue refunds of payments.&nbsp; So for that you'll need to go through your payment processor account, i.e. log into your Stripe, Square, or PayPal account) and process the refund there.<\/div><br \/><div>Once done, you will likely want to make a corresponding change to the payment record on the invoice within CoachAccountable, either by deleting or removing the payment, or deleting the invoice outright (if fitting to do so!).<br \/><\/div><div><br \/><\/div><div><br \/><\/div><h3>Getting Records Right for Partial Refunds<\/h3><div><br \/><\/div><div><div><div>If you're refunding part of the payment to your client, you can get your records straight in CA with the following 3 steps:<\/div><div><br \/><\/div><div><ol><li>When viewing the invoice you'll be able to click the trash icon to remove the record of payment.<\/li><li>While still viewing the invoice, click the edit icon found at the bottom right corner.&nbsp; There you'll be able to adjust down the invoice line item price.&nbsp; Click the update invoice the final total is the new, adjusted amount.<\/li><li>Find the invoice again in now in the Outstanding Invoices area.&nbsp; There you can click the dollar icon to manually record a payment for that lower, adjusted amount.<\/li><\/ol><\/div><\/div><\/div>","inAppPage":"","searchTermSet":["Refunding Invoice Payments","How do I refund a payment my client made?","Reversing a charge on client invoices"],"reducedSearchTermSet":["refund invoic payment","_0 refund payment client made","revers charg on client invoic"],"relatedTopicSet":[""],"ID":"507","ParentID":"97"},"engagements\/modifying":{"slug":"modifying","slugPath":"engagements\/modifying","name":"Modifying Engagements","article":"<div>An Engagement that has already been commenced for a given client (or company) can be modified at any time.<\/div><br \/><div>To modify an Engagement, click the Engagement icon for a given client as found in your Clients listing (the handshake icon, found towards the lower right):<br \/><\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-06_at_7.53.24am.png\" height=\"325\" width=\"899\" class=\"center\" alt=\"screenshot_2024-02-06_at_7.53.24am.png\" \/><\/div><br \/><div>Doing this brings up a display of their current Engagement, like so:<br \/><\/div><div>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-06_at_7.55.30am.png\" height=\"605\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-02-06_at_7.55.30am.png\" \/><\/div><\/div><br \/><div>From there, click the \"Modify...\" button found at the bottom of that pop-up window.<\/div><br \/><div>This brings up the Engagement editor pop-up.&nbsp;&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-07-01_at_11.10.44am.png\" height=\"623\" width=\"947\" class=\"center\" alt=\"screenshot_2024-07-01_at_11.10.44am.png\" \/><\/div><div>From there, you are free to modify anything about the Engagement, including:<\/div><div><ul><li>Increasing or decreasing the total allocation<\/li><li>Changing the rules that dictate which appointments do and do not count<\/li><li>Setting or resetting notifications<\/li><li>invoicing plan details, including the <em>date of the next automated invoice<\/em><\/li><\/ul>\n<\/div>","inAppPage":"","searchTermSet":["Modifying Engagements","How do I change the date of future scheduled invoices?","Changing the invoicing plan of an in-progress Engagement","Changing the allocation of an Engagement","How do I give more allocation for my client's Engagement?"],"reducedSearchTermSet":["modifi engag","_0 chang date futur schedul invoic","chang invoic plan in progr engag","chang alloc engag","_0 give more alloc clients' engag"],"relatedTopicSet":[""],"ID":"508","ParentID":"311"},"clientInvoicing\/accountingIntegrations":{"slug":"accountingIntegrations","slugPath":"clientInvoicing\/accountingIntegrations","name":"Integration with Other Accounting Platforms","article":"<div><em>\"Does CoachAccountable integrate with $_ACCOUNTING_SOFTWARE?\"<\/em><\/div><br \/><div>It's a common question, and the answer is no, sorry.<\/div><br \/><div>BUT it generally doesn't have to, and here's why.<\/div><br \/><div>CA might not connect directly to your accounting software of choice, BUT your payment processor, Stripe, Square or Paypal, almost certainly does.<\/div><div><br \/>So when you connect one of those payment processors to your CoachAccountable account in order to allow your clients to pay your CA-issued invoices online, the record of actual dollars and cents that hit your bank account (after any processor fees) will be known and available in that processor account, and THAT data can be readily fed into your accounting software of choice.<\/div><br \/><div>So even though CA won't connect to it directly, you should still be able to get the data from the payments made on your CA invoices in to it for all your bookkeeping needs. <br \/><\/div>","inAppPage":"","searchTermSet":["Integration with Other Accounting Platforms","Does CA integrate with Quickbooks?","Does CA integrate with Quicken?","Does CA integrate with Xero?","Can CA push financial information to my Quickbooks?"],"reducedSearchTermSet":["integr with other account platform","do ca integr with quickbook","do ca integr with quicken","do ca integr with xero","can ca push financi inform quickbook"],"relatedTopicSet":[""],"ID":"509","ParentID":"97"},"agreements\/templates\/uploading":{"slug":"uploading","slugPath":"agreements\/templates\/uploading","name":"Uploading Your Agreement Templates","article":"<div>You might already have your own Agreement Templates as document files, such as a PDF, Word Doc, or Pages document.<br \/><\/div><br \/><div><p>While there's no way to automatically convert uploaded files to in-app Agreement Templates, having those still gets you a major leg up!&nbsp; By creating a new Agreement Template and doing a copy-and-paste job you can get most of the way there.<\/p>\n<p><br \/>What usually works best is to do a plaintext paste:<\/p>\n<ul><li>on Windows: CTRL + Shift + V;<\/li><li>on Mac: \u2318 + Option + Shift + V)<\/li><\/ul>\nThis ensures that the content you're adding will be web-friendly and in \nline with the in-app styles, and then you can go through and add \nwhatever styling (like headers and bold) as well as interactive,<a href=\"worksheets\/formBased\" class=\"toArticle\">\nform-based elements<\/a> (like areas to type in initials and add their \nsignature).<br \/><\/div>","inAppPage":"","searchTermSet":["Uploading Your Agreement Templates","How can I upload my contracts?","How can I upload my agreements to use as templates?","Uploading contracts as Word Docs","Uploading contracts as PDFs"],"reducedSearchTermSet":["upload your agreement templat","_0 upload contract","_0 upload agreement us a templat","upload contract a word doc","upload contract a pdf"],"relatedTopicSet":[""],"ID":"510","ParentID":"338"},"appointments\/scheduling\/recurring":{"slug":"recurring","slugPath":"appointments\/scheduling\/recurring","name":"Scheduling a Series of Appointments","article":"<div>\nIf you do regular appointments with clients at the same time of day, you\n can quickly schedule a series of appointments by clicking the <em><strong>Make a series of appointments just like this one...<\/strong><\/em> link, found towards the bottom of the scheduling UI, as part of <a href=\"appointments\/scheduling\" class=\"toArticle\">scheduling an appointment<\/a>.<\/div><br \/><div>You can schedule up to twelve in a row, and at whatever interval you like:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/schedulerecurring.png\" class=\"center\" alt=\"schedulerecurring.png\" width=\"602\" height=\"172\" \/><\/div><br \/><div>If you need to schedule more than twelve, you can do so by scheduling several series of Appointments, twelve at a time.<\/div>","inAppPage":"","searchTermSet":["Scheduling a Series of Appointments","How do I set up recurring appointments?","Scheduling a repeating appointment"],"reducedSearchTermSet":["schedul seri appoint","_0 set up recur appoint","schedul repeat appoint"],"relatedTopicSet":[""],"ID":"511","ParentID":"42"},"clientInvoicing\/cardsOnFile":{"slug":"cardsOnFile","slugPath":"clientInvoicing\/cardsOnFile","name":"Payment Cards on File","article":"<div>If you have connected a Stripe or Square account for your payment processor, your clients can store a payment card on file for future invoices.<\/div><br \/><div>A given card on file can be set to allow automatic payments (perfect for subscription billing and other automatically scheduled invoices).<\/div><br \/><div>To know who among your clients has a card on file AND whether it allows for automatic payments, <span style=\"background-color:rgb(255,255,255);\">visit your Business Center &gt;&gt; Invoicing &gt;&gt; Accounts area.<\/span><\/div><br \/><div><span style=\"background-color:rgb(255,255,255);\">There, in that listing, you'll see your clients. &nbsp;If they have a rectangle icon at the end of their name, that means they have a card on file. &nbsp;If that rectangle has a checkmark in it, that means that the card on file is set to enable automatic payments.<\/span><\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-06_at_7.44.11am.png\" height=\"432\" width=\"799\" class=\"center stroke unrounded\" alt=\"screenshot_2024-02-06_at_7.44.11am.png\" \/><\/div><div><span style=\"background-color:rgb(255,255,255);\">&nbsp;<\/span><br style=\"background-color:rgb(255,255,255);\" \/><span style=\"background-color:rgb(255,255,255);\">From there, you have the ability to both add a new card on file and manually enable automatic payment for already added cards on file (if appropriate--make sure this is with your client's consent!).<\/span><\/div><br \/><div><span style=\"background-color:rgb(255,255,255);\">To do so, click on the account, then click on the \"Card on file...\" button towards the upper right of that account page, and you'll be on your way.<\/span><\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-06_at_7.45.39am.png\" height=\"433\" width=\"800\" class=\"center unrounded stroke\" alt=\"screenshot_2024-02-06_at_7.45.39am.png\" \/><\/div><div>\n<br \/><\/div><br \/>","inAppPage":"","searchTermSet":["Payment Cards on File","Is there a way to tell if my clients have signed up for automatic payments?","How do I know if my client is set up for automatic payments?","How do I know if my client has a card on file?","Telling if clients are set for automatic billing","Seeing which clients can be automatically billed"],"reducedSearchTermSet":["payment card on file","there wai tell if client have sign up automat payment","_0 know if client set up automat payment","_0 know if client ha card on file","tell if client ar set automat bill","see which client can be automat bill"],"relatedTopicSet":[""],"ID":"512","ParentID":"97"},"FAQs\/itemVisibilitySettings":{"slug":"itemVisibilitySettings","slugPath":"FAQs\/itemVisibilitySettings","name":"Item Visibility Settings","article":"<div>In a Team Edition setting, there are 4 possible options for the visibility of a given client item (this setting specifically pertains to any given Whiteboard, Worksheet, Session Note, Journal Entry, Metric, or File), like so:<br \/><\/div><div><br \/>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/itemvisibilitysettings.png\" height=\"142\" width=\"323\" class=\"center\" alt=\"itemvisibilitysettings.png\" \/><\/div><br \/><br \/><div>Here is exactly what each one means:<\/div><br \/><div><strong>Generally visible<\/strong> - This means that anyone who can see that client's Client Page WILL be able to see that item.&nbsp; This includes the client, their coach, and any other coaches they are paired with who have at least \"read only\" access to that client.&nbsp; Admins and other team coaches with&nbsp;<a href=\"teamEdition\/permissions\" class=\"toArticle\">permission<\/a>&nbsp;to '<em>View all client happenings, even if not specifically paired'<\/em>&nbsp;will also see that item.&nbsp; Additionally,&nbsp;<a href=\"companies\/personnel\" class=\"toArticle\">Company Personnel<\/a>&nbsp;can view the item, <strong><em>but only<\/em><\/strong> if they've been granted specific access to view items for clients from the same company.<\/div><br \/><div><strong>Visible only to team coaches<\/strong> - Like it says, only team coaches, not the client, nor any company personnel.&nbsp; Which coaches?&nbsp; Only those coaches who have been paired with at least \"read only\" access, as well as admins and other coaches that have the permission&nbsp;<span>to '<\/span><em>View all client happenings, even if not specifically paired'.<\/em><\/div><br \/><div><strong>Just me and the client<\/strong> - This means only the client and the coach who shared or created the item will be able to see it.\n&nbsp; Admins, other coaches, and even the client's Primary Coach (when someone else) will not see it.<\/div><br \/><div><strong>Private, for my eyes only<\/strong> - This means only one specific coach will ever see it, namely the one who created or shared the item.&nbsp; Admins, other coaches, and even the client's Primary Coach (when someone else) will not see it.<br \/><\/div>","inAppPage":"","searchTermSet":["Item Visibility Settings","What does \"Just mean and the client\" mean?","Which coaches can see an item that is \"Visible only to team coaches\"?","What does \"Generally visible\" mean?"],"reducedSearchTermSet":["item visibl set","what do \"just mean and client\"","which coach can see item that \"visibl onli team coaches\"","what do \"gener visible\" mean"],"relatedTopicSet":[""],"ID":"513","ParentID":"130"},"appointments\/scheduling\/modifying\/quickAccessLinks":{"slug":"quickAccessLinks","slugPath":"appointments\/scheduling\/modifying\/quickAccessLinks","name":"Quick Access Links","article":"<div>Because all parties to an Appointment have their own login, the usual way to cancel or reschedule is from within the app, while logged in.<\/div><div><br \/>However, CA also provides magic links for canceling or rescheduling a given Appointment, links that DON'T require one to be logged in.&nbsp; This is quite handy for clients who have an assistant managing appointments on their behalf!<\/div><br \/><div>These magic links can be sent as part of both Appointment Notification or Appointment Reminder emails.<\/div><br \/><div>You'll find the place to set these up in you&nbsp;<a href=\"branding\/emailTemplate\" class=\"toArticle\">System Email Templates<\/a>, using the [cancelLink] and [rescheduleLink] magic tags, like so:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/appointmentmodifylinks-notificationtemplate.png\" height=\"614\" width=\"850\" class=\"center\" alt=\"appointmentmodifylinks-notificationtempl\" \/><\/div><div>Note the \"::\" in the magic tags, e.g. \"[cancelLink::Click here to cancel].&nbsp; This is the special syntax that allows you to set the text for the link that will ultimately be sent.<\/div><br \/><div>Here's how, for example, this template portion looks in the email that is sent:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/appointmentmodifylinks-innotificationemail.png\" height=\"198\" width=\"339\" class=\"center\" alt=\"appointmentmodifylinks-innotificationema\" \/><\/div><div>When a client (or their assistant, or indeed anyone else!) clicks the cancel link, they find themselves on a page that looks like this:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/appointmentmodifylinks-cancelpage.png\" height=\"565\" width=\"568\" class=\"center\" alt=\"appointmentmodifylinks-cancelpage.png\" \/><\/div><br \/><div>Clicking a reschedule link takes one to a place like this:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/appointmentmodifylinks-reschedulepage.png\" height=\"836\" width=\"568\" class=\"center\" alt=\"appointmentmodifylinks-reschedulepage.pn\" \/><\/div><br \/><div>Upon rescheduling, the screen updates accordingly with the newly chosen date and time, like so:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/appointmentmodifylinks-reschedulecomplete.png\" height=\"601\" width=\"568\" class=\"center\" alt=\"appointmentmodifylinks-reschedulecomplet\" \/><\/div><div>Note in particular the \"Go log in...\" button that shows in the result message, which again underscores a key part of these quick access links: one is NOT necessarily logged in when on this page, and one is only allowed to modify the one, single Appointment that is implied by the magic link that got one here.<br \/><\/div><br \/>","inAppPage":"","searchTermSet":["Quick Access Links","How can my client's assistant manage appointments on their behalf?","How can a VA reschedule a client appointment?","How can a VA cancel a client appointment?","Appointment cancel links","Appointment reschedule links"],"reducedSearchTermSet":["quick acc link","_1's assist manag appoint on their behalf","va reschedul client appoint","va cancel client appoint","appoint cancel link","appoint reschedul link"],"relatedTopicSet":[""],"ID":"514","ParentID":"489"},"clients\/updating\/profileExtra":{"slug":"profileExtra","slugPath":"clients\/updating\/profileExtra","name":"Profile Extra","article":"<div>Sometimes it's handy to have a little bit of extra reference information on your clients, information that is readily visible for quick reference, and even search-ready.&nbsp; (In full on CRMs this would be the stuff of tags or extra fields.)<\/div><br \/><div>CoachAccountable doesn't offer tags or extra fields, but you can get close by adding in such information to a client's \"Profile Extra\".<\/div><br \/><div>To find and set a client's Profile Extra, bring up their Client Manager (by clicking their gear icon as found in your Clients listing).&nbsp; There in the Basic area towards the bottom you'll find the text box that you can freely type.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/clientprofileextra-setting.png\" height=\"732\" width=\"820\" class=\"center\" alt=\"clientprofileextra-setting.png\" \/><\/div><br \/><div>Whatever you type there will be visible in you Clients listing, and can even be used for searching the listing:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/clientprofileextra-searchresults.png\" height=\"555\" width=\"767\" class=\"center\" alt=\"clientprofileextra-searchresults.png\" \/><\/div><br \/><div>A client's Profile Extra will also be visible in the profile information of their Client Page, right below their name:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/clientprofileextra-onclientpage.png\" height=\"494\" width=\"345\" class=\"center\" alt=\"clientprofileextra-onclientpage.png\" \/><\/div>","inAppPage":"","searchTermSet":["Profile Extra","Can I add extra fields for clients?","Can I add tags for clients?","Where do I add extra client profile information that is searchable?"],"reducedSearchTermSet":["profil extra","can add extra field client","can add tag client","_0 add extrclient profil inform that searchabl"],"relatedTopicSet":[""],"ID":"515","ParentID":"6"},"clientInvoicing\/thirdParties":{"slug":"thirdParties","slugPath":"clientInvoicing\/thirdParties","name":"Invoicing Third Parties","article":"<div>One thing you may have noticed is that you're only able to issue invoices to your Clients. But what if, whether the invoice concerns one of your clients or not, you want some <strong>third party<\/strong> to be able to receive and pay it?<\/div><br \/><div>When sending an invoice, CA will NOT send a magic link to a 3rd party, for that sort of magic link will work to automatically log client in as that client to do the payment.<\/div>&nbsp;<br \/><div>Instead, to send invoices to a 3rd party, that would be the stuff of issuing an invoice to a&nbsp;<a href=\"companies\" class=\"toArticle\">Company<\/a>, for which you have a designated&nbsp;<a href=\"companies\/personnel\" class=\"toArticle\">Personnel<\/a> to be the recipient.<br \/><br \/><\/div><div>You'll enable them on your My Account &gt;&gt; Add Ons page, then create the Company, then the Personnel which is to receive and pay the invoice (being certain to indicate that person as able to receive and pay company invoices).<\/div><br \/><div>Once set up, you'll be able to issue the invoice to the Company.<\/div>","inAppPage":"","searchTermSet":["Invoicing Third Parties","How do I send an invoice to a 3rd party?","How do I have someone other than my client pay their invoice?"],"reducedSearchTermSet":["invoic third parti","_0 send invoic 3rd parti","_0 have someon other than client pai their invoic"],"relatedTopicSet":[""],"ID":"516","ParentID":"97"},"appointments\/availability\/troubleshooting":{"slug":"troubleshooting","slugPath":"appointments\/availability\/troubleshooting","name":"Troubleshooting Availability","article":"<div>Sometimes after setting up your appointment scheduling, you'll find that CA is showing you as NOT available when you should be.<\/div><br \/><div>There are a lot of rules that are at play in determining the exact time slots that should be presented as bookable for you.&nbsp; These include (and feel free to skip this bulleted list if it makes your eyes glaze over):<\/div><div><ul><li>The Typical Availability you've set<\/li><li>The Appointment Type-specific rules that you can set to override that Typical Availability<\/li><li>The Alternate Availability you may have created that will override your Typical Availability<\/li><li>The Appointment Type rules that dictate how many days in advance an appointment can be scheduled<\/li><li>Pre- and post-padding which can make an Appointment actually not fit in a given slot<\/li><li>The rule by which options should be spread out that can cause a wide enough time slot to still not work<\/li><li>The rule of how many appointments you're allowed to be scheduled for in a given day<\/li><li>and conflicts from any events in your synced calendars<\/li><\/ul>\n<\/div><div>Whew!<\/div><br \/><div><p>With all those possible causes, to fix problems with your availability the key is to know WHY CoachAccountable has a given date and time blocked out.<\/p>\n<p>&nbsp;<\/p>\n<p>Happily, CA will tell you the exact reason. &nbsp;To find out, visit Appointment Config &gt;&gt; Typical Availability, and click the \"Preview Availability\" button.<\/p>\n<p>&nbsp;<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/appointmentavailability-previewbutton2.png\" height=\"562\" width=\"999\" class=\"center fullScreenshot\" alt=\"appointmentavailability-previewbutton2.p\" \/>\n<p>&nbsp;<\/p>\n<p>After you've chosen an Appointment Type, the calendar will appear, and below it, you'll see a \"Wait a sec, some other time should be showing as available...\" link.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/appointmentavailability-previewheywait.png\" height=\"677\" width=\"682\" class=\"center\" alt=\"appointmentavailability-previewheywait.p\" \/><p>Click that link, and you'll be able to query CA for any day and time combo you like and CA will report on why it's not available, if indeed it is not.<\/p>\n<p>&nbsp;<\/p>\n<p>Say for example we're wondering why there's nothing available on October 4th, when the Typical Availability for a Wednesday is 9am to 10am and 11am to 12pm (thus we'd expect two slots for an hour long Appointment, 9am and 11am).<\/p>\n<p>&nbsp;<\/p>\n<p>So we click the link and ask about October 4th at 9am:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/appointmentavailability-previewexplained.png\" height=\"904\" width=\"682\" class=\"center\" alt=\"appointmentavailability-previewexplained\" \/><p>And there we have it that it's the pre-padding!&nbsp; Since that Appointment Type calls for 10 minutes to be free prior to the call, it WON'T fit into that slot of exactly one hour.<\/p>\n<p>&nbsp;<\/p>\n<p>Armed with the knowledge of WHATEVER is the reason, we can go make suitable changes as needed OR recognize that that lack of availability is actually what we wanted, after all.<\/p>\n<\/div>","inAppPage":"appointmentConfig::Typical Availability","searchTermSet":["Troubleshooting Availability","I\u2019m showing not available for scheduling when I should be","How to fix things when your availability seems wrong","I'm free for scheduling yet CA says I'm not"],"reducedSearchTermSet":["troubleshoot avail","\u2019m show not avail schedul should be","fix thing your avail seem wrong","'m free schedul yet ca sai not"],"relatedTopicSet":[""],"ID":"517","ParentID":"27"},"clients\/updating\/appointments":{"slug":"appointments","slugPath":"clients\/updating\/appointments","name":"Client-Specific Appointment Settings","article":"<div>The configuration of Appointments is generally across all clients, but you've got several options by which to custom tailor the rules for client scheduling on a per-client basis.<\/div><br \/><div>To set this up for a given client, bring up their Client Manager (by clicking their gear icon as found in the Clients listing) and go to Settings &gt;&gt; Appointments.<br \/><\/div><br \/><div>There you'll find you can override the organization-wide setting for the \nclient's self-scheduling.<\/div><blockquote><div><em><strong>Note<\/strong>: The organization-wide default rule is set in Business Center &gt;&gt; Setup &gt;&gt; Engagement Config &gt;&gt; Settings.<\/em><\/div><\/blockquote><br \/><div>You can also designate which specific&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">Appointment Types<\/a>&nbsp;the client can schedule, effectively overriding the per-Appointment Type setting of whether or not clients are allowed.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-29_at_4.20.32pm-2.png\" height=\"657\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-02-29_at_4.20.32pm-2.png\" \/><\/div>","inAppPage":"","searchTermSet":["Client-Specific Appointment Settings","Client Specific Appointment types","How can I restrict which Appointment Types a client can make?","Can I limit which types of appointments my clients see?","Hide Appointment Types from a particular client"],"reducedSearchTermSet":["client specif appoint set","client specif appoint type","_0 restrict which appoint type client can make","can limit which type appoint client see","hide appoint type from particular client"],"relatedTopicSet":[""],"ID":"519","ParentID":"6"},"appointments\/sync\/gCal\/multipleAccounts":{"slug":"multipleAccounts","slugPath":"appointments\/sync\/gCal\/multipleAccounts","name":"Syncing Google to Multiple CA Accounts","article":"<div>Google only allows a single sync connection to a given app.&nbsp; If you have multiple CoachAccountable accounts, this can be problematic!&nbsp; Specifically, if you have one CA account synced to your Google Calendar and then sync a different CA account to that same Google account, Google will sever the first sync connection.<\/div><br \/><div>Fortunately, there are a couple of workarounds: <strong>merging multiple CA accounts<\/strong> under the same username. Calendar sync connections follow the user, and so a single calendar connection under a single username can service sync operations from a multitude of CA accounts (e.g., your personal coaching account and your coaching account with a larger organization).<\/div><br \/><div>Accounts merged under the same username allow you to access each account with a single login. The only constraint is that the user-level details are shared among accounts, meaning your <strong><em>email address, avatar, name<\/em><\/strong>,&nbsp;and <strong><em>contact info<\/em><\/strong> must be <strong><em>i<\/em><\/strong><em><strong>dentical between the merged accounts<\/strong><\/em>.<\/div><br \/><div>If that constraint works for you, then merging is a great idea both for the convenience of a single login AND to have a single Google calendar sync serve both.<\/div><br \/><div><span>To merge your accounts, first, make sure the email addresses in each are identical. Then, send us an email at support@coachaccountable from the email requesting a merge, letting us know which username you'd like to keep going forward.<\/span><br \/><\/div><br \/><div>If you must keep separate email addresses for each account, you'll want to share the calendars associated with each email address with one another. You'll then sync the respective calendar with the account associated with that email address but be able to read availability from both.<br \/><br \/><br \/><\/div>","inAppPage":"","searchTermSet":["Syncing Google to Multiple CA Accounts","Google calendar keeps disconnecting","Sync two accounts with Google Calendar"],"reducedSearchTermSet":["sync googl multipl ca account","googl calendar keep disconnect","sync two account with googl calendar"],"relatedTopicSet":[""],"ID":"520","ParentID":"320"},"groups\/groupItems\/groupCourses\/autoAddingNewMembers":{"slug":"autoAddingNewMembers","slugPath":"groups\/groupItems\/groupCourses\/autoAddingNewMembers","name":"Automatically Adding New Members to Group Courses","article":"<div>When a Group participates in a Course, you are able to select exactly WHICH clients (who are members of that Group) you wish to be included in that participation.<\/div><div><br \/>In general, the members you choose are the only members who will be included, unless you manually modify the included clients later.<\/div><div><br \/>However, sometimes it's nice to have newly added Group members to automatically be part of an already-in-progress Group Course.<\/div><div><br \/>To do that check the \"Automatically add members who newly arrive during this course\" checkbox that can be found when choosing which clients to include for the Group Course Participation (either when first adding a Group to a Course, or when&nbsp;<a href=\"courses\/participations\/modifying\" class=\"toArticle\">editing it later<\/a>).<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupcourses-autoaddnewmemberscontrol.png\" height=\"477\" width=\"666\" class=\"center\" alt=\"groupcourses-autoaddnewmemberscontrol.pn\" \/><\/div><br \/><div>Just like when manually adding client members to a Group Course Participation, there are two rules to keep in mind for new client members who are automatically added to a Group Course in this way:<\/div><div><ol><li>They will NOT be retroactively assigned any Course items that have already passed, but<\/li><li>they WILL start being included in those Course items <strong>from that date forward<\/strong>.<\/li><\/ol>\n<\/div>","inAppPage":"","searchTermSet":["Automatically Adding New Members to Group Courses",""],"reducedSearchTermSet":["automat ad new member group cours"],"relatedTopicSet":[""],"ID":"521","ParentID":"445"},"reports\/dataLab\/worksheetanswers":{"slug":"worksheetanswers","slugPath":"reports\/dataLab\/worksheetanswers","name":"Worksheet Answers","article":"<div><p><\/p>\nThe Activity Stats report allows you to export responses from&nbsp;<a href=\"worksheets\/formBased\" class=\"toArticle\">form-based Worksheets<\/a>&nbsp;or&nbsp;<a href=\"sessionNotes\/templates\" class=\"toArticle\">Session Notes<\/a>&nbsp;into a convenient CSV. You can find report in Reports &gt;&gt; Data Lab &gt;&gt; Worksheet Answers:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2025-01-29_at_8.25.16am.png\" height=\"504\" width=\"1000\" class=\"center dropShadow\" alt=\"screenshot_2025-01-29_at_8.25.16am.png\" \/><\/div><h2 style=\"font-weight:700;\">Selections<\/h2><div>Choose a Worksheet or Session Template from the dropdown.<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2025-01-29_at_8.26.00am.png\" height=\"604\" width=\"1000\" class=\"center dropShadow\" alt=\"screenshot_2025-01-29_at_8.26.00am.png\" \/><\/div><div>Next, choose the date range you'd like to see data for and if you'd like this to pull for all clients, one specific client, a&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/groups\" class=\"toArticle\" target=\"_blank\">Group<\/a>, or a&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/companies\" class=\"toArticle\" target=\"_blank\">Company<\/a>. For Team Edition accounts, you can also view the activity of all the clients under one of your coaches.<\/div><div><br \/>Finally, choose what should be included in the report. This bit is essential to specify whether you include numbers, text (or both), unanmed form fields, including inactive clients, and how you'd like the information aggregated.<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2025-01-29_at_8.29.42am.png\" height=\"422\" width=\"1000\" class=\"center dropShadow\" alt=\"screenshot_2025-01-29_at_8.29.42am.png\" \/><\/div><div><br \/><\/div><div>You can then download this report as a CSV for further calculation or sharing.<\/div><div><br \/><\/div><div><br \/><\/div>","inAppPage":"reports::Data Lab","searchTermSet":["Worksheet Answers","Export Worksheets Answers","Export Session Notes","Survey Reports"],"reducedSearchTermSet":["worksheet answer","export worksheet answer","export session note","survei report"],"relatedTopicSet":[""],"ID":"522","ParentID":"245"},"general\/wysiwyg\/pasting":{"slug":"pasting","slugPath":"general\/wysiwyg\/pasting","name":"Pasting From Other Sources","article":"<div>Sometimes you want to paste content into CA from other sources.&nbsp; For example, this is handy to take advantage of content already created.&nbsp; You can!<\/div><br \/><div>BUT often times content from other sources is formatted in a way that is at odds with the native styling of CA, or not compatible with having to be rendered in both regular and&nbsp;<a href=\"branding\/darkMode\" class=\"toArticle\">dark mode<\/a> (for you or your clients).<\/div><br \/><div>As such, CA will generally strip out some elements of whatever formatting is present in the content you're pasting from elsewhere.<\/div><br \/><div>This usually works well, but sometimes compromises what you'd expect.<\/div><br \/><div>One way to hedge against this AND ensure that whatever formatting you're putting into CA will be web-friendly and consistent with the in-app design, is to do a <strong>plaintext paste<\/strong>.<\/div><br \/><h2>Plaintext Pasting<\/h2><div><em>Pasting your content as plaintext<\/em> allows you to indicate that \"whatever I've got on my clipboard, I'd like to paste in just the words WITHOUT any formatting\".<\/div><br \/><div>That way you can quickly re-add whatever formatting you like, using the native, in-app WYSIWYG tools (which are guaranteed to work and be compatible on all devices and display modes). <br \/><\/div><br \/><div>\n<div>To do a plaintext paste:<\/div><div><ul><li>On Windows: CTRL + Shift + V<\/li><li>On Mac: \u2318 + Option + Shift + V<\/li><\/ul>\n<\/div><br \/><\/div>","inAppPage":"","searchTermSet":["Pasting From Other Sources","Pasting from a Word Doc","Pasting content from a PDF"],"reducedSearchTermSet":["past from other sourc","past from word doc","past content from pdf"],"relatedTopicSet":[""],"ID":"523","ParentID":"265"},"FAQs\/lateMonthRecurringRules":{"slug":"lateMonthRecurringRules","slugPath":"FAQs\/lateMonthRecurringRules","name":"Rules for Monthly Invoices Late in the Month","article":"<div>The \"when\" of monthly recurring invoicing is generally straightforward, BUT one might wonder:<\/div><blockquote><div><em>If invoicing starts on the 31st of a given month, how does the billing date shake out for subsequent months that DON'T have 31 days?&nbsp; Does it happen on whatever is the last day of that next month?&nbsp; Or does it roll forward to the 1st of the next next month?<\/em><\/div><\/blockquote><div><span style=\"background-color:rgb(255,255,255);\"><strong>Answer:<\/strong>&nbsp; It's generally more like the 1st of the month for the subsequent month, and then the 1st of each month going forward.<\/span><\/div><br \/><div>\n<div>For example, if someone enrolls in an Engagement on the 31st of \nOctober, the next invoice will be scheduled for the 1st of December and \nwill remain on the 1st of every month thereafter.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-25_at_2.37.58pm.png\" height=\"724\" width=\"819\" class=\"center\" alt=\"screenshot_2024-04-25_at_2.37.58pm.png\" \/><\/div><br \/> <span style=\"background-color:rgb(255,255,255);\">January 31st gets a tad weird with February having fewer than \"just one day less\" than the preceding month: the math in that situation (and really all such situations, i.e. wherein the following month has fewer days that the day of the current month that you're jumping forward a month) works as: to get the next next month, take the day of the current month and jump that many days ahead. &nbsp;So January 31st jumps to March 3rd most years (and to March 2nd in leap years).<\/span><br \/><span style=\"background-color:rgb(255,255,255);\">&nbsp;<\/span><br \/><span style=\"background-color:rgb(255,255,255);\">Again, this only applies when jumping a head to a subsequent month that doesn't have enough days for the day of the month you're currently at, so a monthly invoice on the 28th (and every other lessor day of the month) works just as you'd expect it.<\/span><br \/><\/div><br \/><h3>Jumping from January 31st to March 3rd?!&nbsp; That's weird!<\/h3><div>That's a fair take on the situation!&nbsp; This is <em>the exact monthly billing logic that CA uses for its subscription billing<\/em>.&nbsp; It's geared to be as maximally- and unambiguously-fair to the paying customer, ensuring that no customer EVER gets the short end of the stick when they pay for a monthly service, whatever fluctuation in the number of days in the months.<\/div><br \/><div>That said, if you don't like that logic, CA's method of automatically generating the date for that next monthly invoice is something you can readily override.&nbsp; As desired, by clicking the \"Modify...\" button for that Engagement you can manually change that next invoice date to whatever you like. :)<br \/><\/div><br \/><div><br \/><br \/><\/div><br \/>","inAppPage":"","searchTermSet":["Rules for Monthly Invoices Late in the Month",""],"reducedSearchTermSet":["rule monthli invoic late in month"],"relatedTopicSet":[""],"ID":"524","ParentID":"130"},"FAQs\/prospectiveClients":{"slug":"prospectiveClients","slugPath":"FAQs\/prospectiveClients","name":"How can prospective clients schedule a free discovery call?","article":"<div>CA supports prospective clients scheduling themselves with you for a free discovery call by way of&nbsp;<a href=\"offerings\" class=\"toArticle\">Offerings<\/a>, which can be found and set up in Business Center &gt;&gt; Setup &gt;&gt; Offering Config.<\/div><br \/><div>You'll create an Offering, have the scheduling of an Appointment be a component of that Offering, and you'll then share the link to that Offering with prospective clients however you like, be it:<\/div><div><ul><li>emailed or texted to an individual who has expressed interest,<\/li><li>as a link from your email newsletter,<\/li><li>as posted on your social media,<\/li><li>or embedded as a widget on your own website.<\/li><\/ul>\nAny which way makes it possible for your prospective clients to schedule that free discovery call.<\/div><br \/><div>You can even make an intake form (including any suitable \nqualifying questions you may see fitting to add) part of the sign up process for your clients in this way.&nbsp; To do that, you'll first create a&nbsp;<a href=\"worksheets\/templates\" class=\"toArticle\">Worksheet Template<\/a> that has whatever questions you'd like prospects to be presented by, and then make that Worksheet a component of your Offering.<\/div><br \/><br \/><div><em>\"Do clients who sign up for a free discovery call count towards my subscription plan?\"<\/em><\/div><br \/><div>Yes. they do.<\/div><br \/><div>If you're interested in knowing why, and how much that actually costs,&nbsp;<a href=\"FAQs\/prospectiveClients\/chargedAsRegularClients\" class=\"toArticle\">read on<\/a>.<\/div>","inAppPage":"businessCenter::Offering Config","searchTermSet":["How can prospective clients schedule a free discovery call?",""],"reducedSearchTermSet":["prospect client schedul free discoveri call"],"relatedTopicSet":[""],"ID":"525","ParentID":"130"},"FAQs\/prospectiveClients\/chargedAsRegularClients":{"slug":"chargedAsRegularClients","slugPath":"FAQs\/prospectiveClients\/chargedAsRegularClients","name":"Why Do I Get Charged for Mere Prospects?","article":"<div><em>Prospective clients who sign up for a discovery call with you (via one of your CoachAccountable&nbsp;<\/em><\/div><div><a href=\"offerings\" class=\"toArticle\">Offerings<\/a><em>) are full-fledged clients<\/em>, meaning they count towards your subscription plan.<br \/><br \/><\/div><div>At first blush, many coaches find this a peevish fact, as in:<\/div><blockquote><div><em>\"They're just prospects, why do I have to pay for them?\"<\/em><\/div><\/blockquote><br \/><div>The\n answer to that affords the possibility of having discovery calls be <strong>more likely to convert a prospect into a paying client<\/strong>.<br \/><br \/><\/div><div>First, \nregarding added cost, you'll only ever \"pay\" for a prospect in this way \nif they both:<\/div><div><ol><li>happen to be enough to tip you into a higher \nsubscription plan and<\/li><li>are still active whenever your billing date \ncomes around.<\/li><\/ol>\nIf you bound the number of days out that someone is \nallowed to schedule a discovery call with you (which is a good idea, \nbecause interest and momentum can--and do tend to--drastically fade if \nit's more than a week separating when they got excited to talk with you \nand actually get to), they'll be in as an active client for only a \nfraction of the month, making it likely you'll be able to deactivate \nthem prior to your next monthly billing date.<br \/><\/div><br \/><br \/><h2>Beyond Commodity Scheduling<\/h2><div>Now here's where things\n get interesting in ways that commodity scheduling systems cannot: by being a\n full-fledged client in your account in the lead-up to your discovery \ncall (and optionally after), you can give prospects a real taste of what it will be like to work with you, including:<\/div><div><ul><li>your buttoned-up, professional style,<\/li><li>your materials and content,<\/li><li>the sort of work you do with people,<\/li><li>the ways in which they'll be participating and supported in doing the work, and<\/li><li>the sorts of results and measurables you deal in.<\/li><\/ul>\n<\/div><div>All of this sets \nthe stage for a <strong>much richer discovery call<\/strong> that can make the opportunity of working with \nyou <strong>far more compelling<\/strong>.<\/div><br \/><div>This is great, but many coaches who read this will be naturally left wondering, \"How?\"<\/div><br \/><div>For that, the webinar titled \"Wowing Prospects into Clients\" breaks down the whole thing.<\/div><br \/><div>You can find it, including the show notes and timestamps for the various highlights here:<br \/><\/div><div><a href=\"https:\/\/www.coachaccountable.com\/webinars\/wowing-prospects-into-clients\" target=\"_blank\">\"Wowing Prospects into Clients\" in the CA Webinar Series<\/a><br \/><\/div><br \/><div>If you're in a hurry and don't care about that window dressing, you can simply watch it here:<\/div><br \/><div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/player.vimeo.com\/video\/517855088\" frameborder=\"0\" allowfullscreen=\"true\"><\/iframe><\/div><br \/><br \/><\/div><div>(If you're curious about how the cost of \"mere prospects\" shakes out, I cover that starting at 37:55. There is a spreadsheet you can see and play\n with for the exact numbers, <a href=\"https:\/\/www.coachaccountable.com\/assets\/MarginalCostOfActiveClientProspects.xlsx\" target=\"_blank\">downloadable here<\/a>.)<\/div><br \/><p>&nbsp;<\/p>\n<h2>Blunt Cost\/Benefit Analysis<\/h2><div>Even given the foregoing, some coaches might cynically assume that charging for mere prospects is a ploy to juice CoachAccountable subscription revenues.<\/div><br \/><div>Sigh.&nbsp; It's not.<\/div><br \/><div>Let me now talk to you not as the CA Knowledge Base but as John Larson, <a href=\"https:\/\/www.coachaccountable.com\/meetJohn\/\" target=\"_blank\">the guy who made CA<\/a>.<\/div><br \/><div>The math in that spreadsheet reveal an average cost of under $2 per prospect that you book with CA in this way. The math of CA's subscription pricing is that an actual paying client who sticks around is worth at least $4\/month.<\/div><br \/><div>So taken even with the most cynical eye, what CA is REALLY out to do is juice <strong>your number of clients who become actual paying customers<\/strong> and stick around.<\/div><br \/><div>Which makes our interests nicely aligned.<br \/><\/div><br \/><div>Now then, that blunt cost-benefit analysis:<\/div><div><ul><li>Using CA to schedule your prospects?&nbsp; Call it the high end, <strong>$2<\/strong>.<\/li><li>The time you'll likely spend on a discovery call?&nbsp; Call it <strong>1 hour<\/strong>, including whatever prep work and post activities.<\/li><li>The value of your time?&nbsp; You tell me, but let's assume <strong>$50<\/strong>, which is probably short-changing you.<\/li><li>The value of a prospect becoming a paying customer?&nbsp; <strong>Hundreds of dollars<\/strong>.<\/li><li>The percentage of discovery calls you generally convert to paying clients?&nbsp; Call it <strong>X%<\/strong>, you'll need to look for yourself on this.<\/li><\/ul>\n<\/div><div>CA's proposition to you, as more than a commodity scheduler, is to give some <strong>non-trivial lift<\/strong> in that X% (that is your conversion rate), and do so by allowing your prospective client to experience <strong>more than just getting a calendar invite<\/strong> prior to talking with you.<\/div><br \/><div>Even we consider only <strong>the value of your time<\/strong> in doing those discovery calls, you don't need much lift to make CA for scheduling your prospects a <strong>financial no-brainer<\/strong>, and that's not even counting the <strong>revenue that comes from having won a client<\/strong> you otherwise wouldn't have.<\/div><br \/><div>Why do I structure CA this way, and not create a scheduler component of the app that handles scheduling for prospects <em>without<\/em> making them full-fledged clients in your account?<br \/><\/div><div><br \/>I'm interested in giving you the BEST SHOT at having your prospects be <em>delighted to become your paying customers<\/em>:<\/div><blockquote><div>I cannot do that by giving you another mere commodity scheduling system.<\/div><br \/><div>I can by giving you a system that pulls for your prospects being maximally impressed and excited to talk to you by the time your call comes around.<br \/><\/div><\/blockquote><br \/><div><br \/><br \/><br \/><\/div><br \/>","inAppPage":"","searchTermSet":["Why Do I Get Charged for Mere Prospects?",""],"reducedSearchTermSet":["why get charg mere prospect"],"relatedTopicSet":[""],"ID":"526","ParentID":"525"},"appointments\/zoom\/zoomrefresh":{"slug":"zoomrefresh","slugPath":"appointments\/zoom\/zoomrefresh","name":"Zoom Forced Reset","article":"<div>Is your Zoom account often disconnecting from your CoachAccountable account?&nbsp; It's likely a token allowing CoachAccountable is no longer authenticated to connect to it. When this happens the connection is automatically severed.<\/div><br \/><div>A reset of of the connection can fix this.<\/div><br \/><div><span style=\"background-color:rgb(255,255,255);\">To do this, log into your Zoom account and go to Admin &gt;&gt; Advanced &gt;&gt; App Marketplace.&nbsp;<\/span><\/div><br \/><div><span style=\"background-color:rgb(255,255,255);\">Once there click 'Manage' next to your profile picture in the top right, the click Added Apps from the left side menu.<\/span><\/div><br \/><div><span style=\"background-color:rgb(255,255,255);\">Remove CA as an authorized third-party app in your Zoom account.&nbsp;<\/span><\/div><br \/><div><span style=\"background-color:rgb(255,255,255);\">Once that is done, reconnect your Zoom within CA<\/span><br \/><\/div><div><br \/><br \/><\/div>","inAppPage":"","searchTermSet":["Zoom Forced Reset",""],"reducedSearchTermSet":["zoom forc reset"],"relatedTopicSet":[""],"ID":"527","ParentID":"344"},"FAQs\/groupappointmentnotifications":{"slug":"groupappointmentnotifications","slugPath":"FAQs\/groupappointmentnotifications","name":"Group Members didn't receive Appointment Notifications","article":"<div><\/div><p>Invites to a series of appointments are sent with the notification email of the first appointment.&nbsp; If your Group Members didn't receive the notification email or invites to the&nbsp;<a href=\"groups\/groupItems\/appointments\" class=\"toArticle\">Group Appointments<\/a>...a couple of things could be happening here:<\/p>\n<p>&nbsp;<\/p>\n<p>First: If the clients were added to the Group <em>after<\/em> the appointments were scheduled. They wouldn't receive a notification email as they weren't part of the Group when the appointments were created; thus, they'd receive only the reminders.<\/p>\n<p>&nbsp;<\/p>\n<p>Second: If they <em>were part of the Group<\/em> when the series was created, and a notification was sent with the .ics attachment (the invite), which included the full series of appointments, but their&nbsp;<a href=\"appointments\/sync\/calendarInvites\/outlookSeriesProblem\" class=\"toArticle\">email client didn't ingest the full contents<\/a>&nbsp;of that ICS file.&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>Here are the solutions:<\/p>\n<p>&nbsp;<\/p>\n<p>Option 1 (and what I recommend): Encourage clients to sync their calendars with their accounts. It's just a few clicks. &nbsp;By doing so, all appointments (including Group Appointments) would automatically be added to their calendar and updated if modified or canceled.<\/p>\n<p>&nbsp;<\/p>\n<p>Option 2: Send them invites for all their upcoming appointments by clicking the gear wheel icon for each client and going to Settings &gt;&gt; Appointments:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-20_at_1.47.35pm.png\" height=\"717\" width=\"976\" class=\"center\" alt=\"screenshot_2024-05-20_at_1.47.35pm.png\" \/><\/div>\n<p>You can also let the client know they can easily get the invites for all the appointments themselves by clicking their name at the top right and going to My Account &gt;&gt; Calendar Sync (this is also where they can sync their calendars):<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-20_at_1.48.12pm.png\" height=\"612\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-20_at_1.48.12pm.png\" \/><\/div><p>&nbsp;<\/p>","inAppPage":"","searchTermSet":["Group Members didn't receive Appointment Notifications",""],"reducedSearchTermSet":["group member didn't receiv appoint notif"],"relatedTopicSet":[""],"ID":"528","ParentID":"130"},"metrics\/templates":{"slug":"templates","slugPath":"metrics\/templates","name":"Metric Templates","article":"<div>It only takes a minute or two to set up a Metric, which sets in motion a weeks- or months-long regiment of tracking something meaningful for your client.<\/div><br \/><div>Still, it might be that your coaching style entails one or more common Metrics, typical things that you encourage and support your clients to track and meaningfully move the needle on.<\/div><br \/><div>If that's you, <strong>Metric Templates<\/strong> are just the thing to codify that bit of your style, and make it dead-simple for you (or your clients!) to set in motion the tracking of those meaningful measures.<\/div><br \/><div>To view and set up your Metric Templates, visit Library &gt;&gt; Metric Templates.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/metrictemplates-findinlibrary.png\" height=\"401\" width=\"368\" class=\"center\" alt=\"metrictemplates-findinlibrary.png\" \/><br \/><br \/><\/div><h2>Creating Metric Templates<\/h2><div>Creating a Metric Templates is done in similar fashion to creating a Metric:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/metrictemplate-createnew.png\" height=\"409\" width=\"759\" class=\"center\" alt=\"metrictemplate-createnew.png\" \/><\/div><div>Note in the last step how you have the option to make your template available (or not!) for clients to use themselves:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/metrictemplate-wizardfinishup.png\" height=\"739\" width=\"770\" class=\"center\" alt=\"metrictemplate-wizardfinishup.png\" \/><\/div><div>If you do, Metrics created based on that will necessarily have Generally Visible visibility, and clients will naturally have the ability to edit or delete those.<\/div><br \/><div>If you don't, you can set default visibility to something else and make it so that those Metrics are NOT modifiable by clients.<\/div><br \/><div>If you're on a Team Edition account and have permission to do so, you'll also see the option to share the Metric Template with other coaches.<\/div><br \/><div>Once done, if you need to make any edits, simply click on the card of the Metric Template to bring up the full editor:<br \/><\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/metrictemplate-editor.png\" height=\"1112\" width=\"770\" class=\"center\" alt=\"metrictemplate-editor.png\" \/><br \/><\/div><div>\n<div>If you're just getting started and could use some inspiration, you can install one or more from CA's&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/resourcePackages\" class=\"toArticle\" target=\"_blank\">Resource Package<\/a> of common templates:<\/div><br \/><div><br \/>(This package can be found and installed from at any time under Settings &gt;&gt; Resource Packages &gt;&gt;&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/resourcePackages\/installable\" class=\"toArticle\" target=\"_blank\">Installable Packages<\/a>.)<\/div><br \/><\/div><br \/><h2>Using Metric Templates<\/h2><div>Once you've got one or more Metric Templates, you'll find when creating a Metric in the usual way a new button, \"Create from template\":<br \/><\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/metrictemplate-createmetricfrom.png\" height=\"593\" width=\"770\" class=\"center\" alt=\"metrictemplate-createmetricfrom.png\" \/><\/div><br \/><div>When clicked, you'll find the ability to choose one or more templates to create Metrics from:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/metrictemplate-createmetricfromgallery.jpg\" height=\"951\" width=\"772\" class=\"center\" alt=\"metrictemplate-createmetricfromgallery.j\" \/><\/div><div>More than one Metric can be created at once from a multitude of templates, simply click on each on desired.<\/div><br \/><div>If you click the \"Create Metric\" button, the system will do just that.&nbsp; If you click \"Customize...\", the Metric(s) will be created and the editor for each will be immediately brought up, enabling further tweaking from whatever the template specified.<br \/><\/div><br \/><div>Metric Templates can also be used for creating&nbsp;<a href=\"groups\/groupItems\/metrics\" class=\"toArticle\">Group Metrics<\/a>, and the quick setup of Metrics as&nbsp;<a href=\"courses\/building\/metrics\" class=\"toArticle\">Course Items<\/a>.<br \/><\/div><br \/><h2>Sharing Metric Templates<\/h2><div>There are three ways to share Metric Templates for use by others:<\/div><br \/><div><strong>With Clients:<\/strong>&nbsp; Any of your Metric Templates can be marked \"Allow clients to see and use this template\".&nbsp; When you do, your clients will be able to use that template to quickly set up a Metric of their own.<\/div><br \/><div><strong>With fellow Team Coaches:<\/strong>&nbsp; If you're on a Team Edition account and have been granted the \"Share Metric Templates with the rest of the team\" permission, you'll find a \"<span style=\"background-color:rgb(255,255,255);text-align:left;\">Share with other coaches within the organization.<\/span>\" checkbox when setting one up.&nbsp; Check this, and your Metric Template will be visible and usable by other coaches, AND, if you allow clients to see and use it, their clients.<\/div><br \/><div><strong>With other CoachAccountable users:<\/strong>&nbsp; If you design one or more Metric Templates that you'd like to share with your colleagues, you can put them in a&nbsp;<a href=\"resourcePackages\" class=\"toArticle\">Resource Package<\/a> of your own, and share the link to whomever you'd like.<br \/><\/div>","inAppPage":"library::Metric Templates","searchTermSet":["Metric Templates","Reusable Metrics","Standard set of Metrics"],"reducedSearchTermSet":["metric templat","reusabl metric","standard set metric"],"relatedTopicSet":[""],"ID":"529","ParentID":"54"},"clients\/defaultLandingPages":{"slug":"defaultLandingPages","slugPath":"clients\/defaultLandingPages","name":"Default Landing Pages","article":"<div>Generally speaking, when a client first logs into their CoachAccountable account with you, they are taken to their in-app home page.&nbsp; And that's usually just the place to be!<\/div><div><br \/>From there, they see the overview of what's next, and can jump to whatever areas to tend to whatever business (Actions to review the plan and mark things done, Session Notes to review those gems of insights, and so on).<\/div><div><br \/>However, in SOME scenarios the home page isn't actually the focal point of the action.&nbsp; Here are two that are common:<\/div><div><ul><li>When the main focus of their experience with you is in a Group, and<\/li><li>When the main focus of their experience with you is in a Course.<\/li><\/ul>\n<\/div><div>For these situations, you can tell CA that a client who is a member of a particular Group, or actively participating in a given Course, that they ought to automatically bounce to that respective Group or Course page.<\/div><br \/><div>A Group can be designated as a \"default landing page\" for its client members from the Group Settings &gt;&gt; Participation area, like so:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/clientdefaultlandingpages-setforgroup.png\" height=\"654\" width=\"856\" class=\"center\" alt=\"clientdefaultlandingpages-setforgroup.pn\" \/><\/div><div>Note that this only applies to Groups that are open for client viewing and participation.<br \/><\/div><br \/><br \/><div>A Course can be designated as a \"default landing page\" for participants in the Course Builder &gt;&gt; Settings &gt;&gt; Basics area, like so:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/clientdefaultlandingpages-setforcourse.png\" height=\"588\" width=\"1000\" class=\"center fullScreen unrounded stroke\" alt=\"clientdefaultlandingpages-setforcourse.p\" \/><\/div><br \/><div>Note that with Courses, this only applies if&nbsp;<a href=\"courses\/pages\" class=\"toArticle\">Course Pages<\/a> themselves are enabled for that Course.<\/div><br \/><div>Once this \"default landing page\" status is set for whichever suitable Courses and Groups, your clients will automatically be bounced to that page upon login when fitting, subject to these rules:<\/div><div><ul><li>They'll only ever be bounced to a page that they could themselves navigate to (i.e. they themselves must be an active member in a given Group or actively participating in a given Course).<\/li><li>If a given client could bounce to both a Course and a Group, the Course will take precedence.<\/li><li>If a given client could bounce to multiple Courses, they'll bounce to whichever one they started first.<\/li><li>If a given client could bounce to multiple Groups, they'll bounce to whichever one they were first made a member of.<\/li><\/ul>\n<\/div><h2>Manually Setting Default Pages for a Given Client<\/h2><div>Generally you can leave CA to figure out where to bounce a given client based on which Groups and Courses you've set to be default landing pages.<\/div><br \/><div>Even so, for added control you're able to set exactly where a client goes as an override to that behavior.&nbsp; Do this from the Client Manager for a given client (found by clicking their gear icon from the Clients listing), under Settings &gt;&gt; Preferences &gt;&gt; Default Landing Page, like so:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/clientdefaultlandingpages-setforclient.png\" height=\"672\" width=\"911\" class=\"center\" alt=\"clientdefaultlandingpages-setforclient.p\" \/><\/div><br \/><div>The first option is the default logic, as described above.<\/div><br \/><div>You can also override the \"default landing page\" status of whatever Courses and Groups by the second option, \"Always the usual home dashboard\"<br \/><\/div><br \/><div>Finally, you can manually choose a specific Course or Group from among those that the client is presently part of, whether that Course or Group has \"default landing page\" status or not.&nbsp; This setting will maintain itself: if you choose a Group that they later are no longer a member of, or Course that is no longer being actively participated in, where they should bounce to will automatically revert to the default logic.<br \/><\/div>","inAppPage":"","searchTermSet":["Default Landing Pages",""],"reducedSearchTermSet":["default land page"],"relatedTopicSet":[""],"ID":"531","ParentID":"1"},"sessionNotes\/keyInsights":{"slug":"keyInsights","slugPath":"sessionNotes\/keyInsights","name":"Key Insights","article":"<div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/player.vimeo.com\/video\/993811473?h=936ebbd078\" frameborder=\"0\" allowfullscreen=\"true\"><\/iframe><\/div><br \/><br \/><\/div><div>Session Notes are a gift to your clients: a written account of what you feel mattered from the sessions you've had.<\/div><div><br \/>CoachAccountable allows you two modes of composing Session Notes:<\/div><div><ol><li>Free-style writing (which admits formatting like bold, bulleted lists, and even the addition of images and other media)<\/li><li>Form-Based Worksheets that can be filled out (which serves for standardized documenting of routine elements).<\/li><\/ol>\nTo augment either approach, or to replace them both outright, your Session Notes can consist of one or more <strong>Key Insights<\/strong>.<\/div><br \/><div>Key Insights are just that: short and sweet one-liners that are the most distilled essence of what you want your client to remember.<\/div><br \/><div>Key Insights represent the highlight reel of your sessions; the nuggets of wisdom and touch points that allow recall of the important parts.&nbsp; If your clients review nothing but those, they'll be left present to <strong>the lion's share of what mattered<\/strong> in their work with you.<\/div><br \/><h2>Configuring Key Insights<\/h2><div>Visit Settings &gt;&gt; My Style &gt;&gt; Coaching Work &gt;&gt; Key Insights to configure if and how Key Insights are part of the way you compose Session Notes:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/keyinsights-config.png\" height=\"398\" width=\"572\" class=\"center\" alt=\"keyinsights-config.png\" \/><\/div><br \/><div>When choosing to enable Key Insights, you'll be able to position them above or below the main composing area.<\/div><br \/><div>If your style is that Key Insights will generally be the whole of what you'll be writing up (which keeps things wickedly efficient and to the point!) you may choose to hide the free-style compose window by default.&nbsp; (Rest assured, whenever working with Form-Based Session Notes those will still show.)<\/div><br \/><br \/><h2>Writing Key Insights<\/h2><div>Assuming you've got them enabled, you'll find the interface to write Key Insights whenever you go to add or edit any of your Session Notes, appearing above or below.<\/div><div><br \/>For example, here's what they look like above:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/keyinsights-composetop.png\" height=\"436\" width=\"706\" class=\"center\" alt=\"keyinsights-composetop.png\" \/><\/div><div><br \/>If you've opted to hide the free-style compose window by default, you'll find a link by which to quickly bring it back:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/keyinsights-composewithwysiwyghidden.png\" height=\"430\" width=\"803\" class=\"center\" alt=\"keyinsights-composewithwysiwyghidden.png\" \/><\/div><br \/><div>This allows you the option to add more detailed content in addition to whatever Key Insights, whenever desired.<\/div><br \/><br \/><h2>Reviewing Key Insights<\/h2><div>When you compose your Session Notes consisting of Key Insights, they'll be prominently displayed up top, ready for an at-a-glance review.&nbsp; Better yet, any Key Insights you add as part of your Session Notes are automatically collected in their own section, ripe for review and searching by you and your clients.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/keyinsights-listing.png\" height=\"766\" width=\"999\" class=\"center\" alt=\"keyinsights-listing.png\" \/><\/div><div><br \/><\/div><div>Note: only Key Insights from Session Notes that have been marked Complete will show in this listing.&nbsp; So if some Key Insights appear to be missing, check to make sure you've already completed the Session Notes from whence they came!<br \/><\/div><div><br \/><\/div><div><br \/><\/div><h3>Starring Key Insights<\/h3><div>Over time Key Insights will naturally accumulate into an ever larger collection.&nbsp; The most recent ones are commonly the ones for your client to focus on, BUT many will have an evergreen quality to them, too!<\/div><br \/><div>In practice, and because we humans have limited bandwidth for attention, one can only really attend to (and be putting into practice) a handful of Key Insights at a time.<\/div><div><br \/>To support this, both you and your clients can \"star\" any given Key Insight, having it stand out as something to the tune of \"THIS is what there is to focus on and stay present to this week.\"<\/div><br \/><div>Starring a Key Insight is as simple as hovering your mouse over it and clicking the star icon that appears over the usual circle on the left side:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/keyinsights-starring.png\" height=\"105\" width=\"766\" class=\"center\" alt=\"keyinsights-starring.png\" \/><\/div><br \/><div>(To un-star, simply click that star icon again.)<br \/><\/div><br \/><div>To bring starred Key Insights to the forefront, you and your clients can either click the \"Show starred\" toggle button at the top of the listing, or sort by \"Starred\":<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/keyinsights-starredcontrols.png\" height=\"554\" width=\"849\" class=\"center\" alt=\"keyinsights-starredcontrols.png\" \/><\/div><br \/><div>As the weeks go by, it's a powerful practice to peruse and choose what Key Insights should be starred this week.&nbsp; Either do that with your clients as you wrap your sessions, or encourage them to do so on their own.&nbsp; Your clients will be delighted by the sort of focus and presence this practice brings, and whatever is starred in a given week makes an excellent touch point for your subsequent sessions (i.e. asking how those went as a particular focus for the week).<br \/><\/div>","inAppPage":"","searchTermSet":["Key Insights",""],"reducedSearchTermSet":["kei insight"],"relatedTopicSet":[""],"ID":"532","ParentID":"80"},"stream\/pinningItems":{"slug":"pinningItems","slugPath":"stream\/pinningItems","name":"Pinning Stream Items","article":"<div>Items within a given Stream (either that of a client or a group) are always sorted chronologically (by item date or most recent comment), with newest items at the top.<\/div><br \/><div>In some cases, however, some item (or items!) might be so important that they're worth always keeping present, i.e. at the very top.<\/div><div><br \/>When you have such an item, you can pin it, which will cause it to show at the top of the Stream for both you and your clients (and any other team members).<\/div><div><br \/>To pin an item, hover your mouse over it to reveal the little pin icon at the upper right.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/pinningstreamitems-hoverforpincontrol.png\" height=\"379\" width=\"759\" class=\"center\" alt=\"pinningstreamitems-hoverforpincontrol.pn\" \/><\/div><div>Click it and it will be pinned:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/pinningstreamitems-ispinnednotice.png\" height=\"81\" width=\"300\" class=\"center\" alt=\"pinningstreamitems-ispinnednotice.png\" \/><\/div><br \/><div>Like the notice implies, whatever item you pinned <em>will stay put in the moment<\/em> (because how disorienting to have it immediately float up and out of view?), but <em>will show at the top <\/em>the next time the listing is reloaded.&nbsp; Clicking the \"Refresh\" button on the right side Stream controls is a good way to do this.<\/div><br \/><div>To un-pin an item, likewise hover and click the pin icon:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/pinningstreamitems-hoverforunpincontrol.png\" height=\"354\" width=\"698\" class=\"center\" alt=\"pinningstreamitems-hoverforunpincontrol.\" \/><\/div><br \/><h3>For Clients<\/h3><div>Only you as coach will have the controls to pin and un-pin items in a given Stream, but your clients will see a given item as pinned at the top, i.e. the pin icon will be visible always for those items.<\/div><br \/><br \/><h3>For Groups<\/h3><div>Pinning items in a Group Stream works the same way as for items in a Client Stream.&nbsp; Only coach members of the Group are able to pin items, and clients will see such items as pinned.<\/div><br \/>","inAppPage":"","searchTermSet":["Pinning Stream Items",""],"reducedSearchTermSet":["pin stream item"],"relatedTopicSet":[""],"ID":"533","ParentID":"76"},"agreements\/resending":{"slug":"resending","slugPath":"agreements\/resending","name":"Resending Agreements","article":"<div>If you've issued an Agreement to your client and it remains outstanding, there's a simple way to resend it.<\/div><br \/><div>To do so, visit Business Center &gt;&gt; Agreements &gt;&gt; Outstanding, and click on the Agreement you wish to resend.<\/div><br \/><div>In the pop up that appears, you'll find a send button (airplane icon) in the lower right.&nbsp; Click that and you'll be able to send a note to your client about the outstanding Agreement, which will put them one click away from accessing and being able to complete it.<br \/><\/div>","inAppPage":"businessCenter::Agreements","searchTermSet":["Resending Agreements",""],"reducedSearchTermSet":["resend agreement"],"relatedTopicSet":[""],"ID":"538","ParentID":"337"},"clientInvoicing\/headerInformation":{"slug":"headerInformation","slugPath":"clientInvoicing\/headerInformation","name":"Invoice Header Information","article":"<div>If you need to add extra header information to the invoices you send to your clients, things like your company name, tax identifiers or the like, you can!<br \/><\/div><br \/><div>This is a matter of setting your \"Invoice Heading Extra\".<br \/><\/div><br \/><div>You'll find the place to do so in your Business Center &gt;&gt; Setup &gt;&gt; Invoicing Config &gt;&gt; Miscellaneous, like so:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/clientinvoicing-headerextra.png\" height=\"642\" width=\"1000\" class=\"center stroke unrounded\" alt=\"clientinvoicing-headerextra.png\" \/><\/div><br \/>","inAppPage":"","searchTermSet":["Invoice Header Information","How do I add my company name to the invoices my clients receive?","How do I add my VAT to my client invoices?"],"reducedSearchTermSet":["invoic header inform","_0 add compani name invoic client receiv","_0 add vat client invoic"],"relatedTopicSet":[""],"ID":"539","ParentID":"97"},"FAQs\/whichCRMsIntegrate":{"slug":"whichCRMsIntegrate","slugPath":"FAQs\/whichCRMsIntegrate","name":"Which CRMs work well with CoachAccountable?","article":"<div>CoachAccountable happens to resemble a Customer Relationship Manager (CRM), but it it not.<\/div><br \/><div>Sure, it keeps client details and provides means of communicating back and forth and documenting as much, but CA does NOT try to reinvent the wheel of managing leads, prospects, a pipeline and so on.<\/div><br \/><div>So CRMs are very much complementary to what CoachAccountable does: a CRM is good for getting leads and prospects to the place where they're ready to actually be your customer, at which point CA takes over to then help you deliver on that relationship.<\/div><br \/><div>So you may wonder: which CRMs work well with CA and have good integrations for doing so?<\/div><br \/><div>When it comes to working with CA, USUALLY the main concern is:<\/div><blockquote><div><em>How do I get a lead or prospect who's ready to do business with me automatically set up within CA.<\/em><\/div><\/blockquote><br \/><div>The answer is OFTEN refreshingly simple: <a href=\"offerings\" class=\"toArticle\">Offerings<\/a>.<\/div><br \/><div>Why?&nbsp; Again, the<em> most common<\/em> use case of bridging the gap between any CRM and CoachAccountable is a matter of getting your prospect from your CRM set up as a client in CoachAccountable.<\/div><br \/><div>For that you don't need any integration.&nbsp; Instead, you can have, from your CRM, a newsletter or other such email (or content from your social media) point that prospect to one of your CoachAccountable Offerings.<\/div><br \/><div>Once at an Offering, your prospects can sign themselves up. The can entail making a payment or not.&nbsp; In the course of doing so that prospect will automatically be set up as a client in your account.&nbsp; Thanks to the power and flexibility of Offerings, this setup can entail scheduling the first appointment, an intake form, automatic loading of onboarding materials, and more.<\/div><br \/><div>No API integration required. :)<\/div><br \/><h2>Handling More Complex Needs<\/h2><div>If you have more detailed needs, CoachAccountable has a <\/div><div><a href=\"https:\/\/www.coachaccountable.com\/APIDocs\" target=\"_blank\">full featured API<\/a> as well as an <a href=\"https:\/\/zapier.com\/apps\/coachaccountable\/integrations\" target=\"_blank\">integration with Zapier<\/a>.<br \/><\/div>","inAppPage":"","searchTermSet":["Which CRMs work well with CoachAccountable?","How do I integrate my CRM with CoachAccountable?","How do I get my leads and prospects automatically added as clients?"],"reducedSearchTermSet":["which crm work well with coachaccount","_0 integr crm with coachaccount","_0 get lead and prospect automat ad a client"],"relatedTopicSet":[""],"ID":"540","ParentID":"130"},"FAQs\/clientsChoosingCoaches":{"slug":"clientsChoosingCoaches","slugPath":"FAQs\/clientsChoosingCoaches","name":"Can I enable clients to choose their coach?","article":"<div>Sort of!<\/div><div><br \/>There's no way within the app itself for a client to choose their coach, that has to be managed by someone on the team through CoachAccountable's&nbsp;<a href=\"teamEdition\/pairing\" class=\"toArticle\">Coach-Client Pairing functionality<\/a>.<\/div><br \/><div>BUT if we're talking about new clients getting set up,&nbsp;<a href=\"offerings\" class=\"toArticle\">Offerings<\/a> and&nbsp;<a href=\"offerings\/collections\" class=\"toArticle\">Offering Collections<\/a> enable and elegant way to do this, and the logic is 1-2-3:<br \/><\/div><div><ol><li>An Offering is a way for a client to sign themselves up for a given program.<\/li><li>Each Offering you create can entail working some specific coach on your team<\/li><li>An Offering Collection lets a client peruse those Offerings, in turn choosing the coach they wish to work with.<\/li><\/ol>\n<\/div><div>Offering Collections themselves can be hosted on their own standalone page or as a widget you embed on your website.&nbsp; Either way, your prospective clients can peruse the collection which can include descriptive information, and effectively choose who they want to work with.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/offeringcollection.png\" height=\"565\" width=\"500\" class=\"center unrounded\" alt=\"offeringcollection.png\" \/><\/div><br \/><div>For full customizability, you can make a page or pages on your website wherein your prospective clients can peruse whatever profiles or search mechanism to find their perfect coach.&nbsp; At each individual coach endpoint you can embed (or link to) that coach's respective Offering, thus allowing your client to effectively choose and sign up to work with their coach of choice.<br \/><\/div><br \/><br \/><br \/><br \/>","inAppPage":"","searchTermSet":["Can I enable clients to choose their coach?",""],"reducedSearchTermSet":["can enabl client choos their coach"],"relatedTopicSet":[""],"ID":"541","ParentID":"130"},"clientInvoicing\/templates":{"slug":"templates","slugPath":"clientInvoicing\/templates","name":"Invoice Templates","article":"<div>You can view and modify your Client Invoices as System Message Templates.<\/div><div><br \/><\/div><div>The following templates are relevant:<\/div><div><ul><li>Client Invoice<\/li><li>Client Invoice Payment Receipt<\/li><li>Client Invoice Overdue Notice<\/li><\/ul>\nYou'll find the place to do this in your My System &gt;&gt;&nbsp;<a href=\"settings\/messageTemplates\/system\" class=\"toArticle\">System Message Templates<\/a>.<\/div><div><br \/><\/div><h2>Invoice Headers<\/h2><div>One part of Client Invoice templates is the Invoice Header, given by the [invoiceHeader] magic tag.&nbsp; That, too, is customizable.<br \/><\/div><div><br \/>You'll find the place to do so in Business Center &gt;&gt; Setup &gt;&gt; Invoicing Config &gt;&gt; Miscellaneous &gt;&gt; Invoice Header Extra.<\/div><div><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/clientinvoicing-headerextra.png\" height=\"642\" width=\"1000\" class=\"center unrounded stroke\" alt=\"clientinvoicing-headerextra.png\" \/><\/div>","inAppPage":"myStyle::System Message Templates","searchTermSet":["Invoice Templates","Invoice and Receipt Templates","Client Invoice Templates","How do I modify my invoices?"],"reducedSearchTermSet":["invoic templat","invoic and receipt templat","client invoic templat","_0 modifi invoic"],"relatedTopicSet":[""],"ID":"542","ParentID":"97"},"FAQs\/whyPronouns":{"slug":"whyPronouns","slugPath":"FAQs\/whyPronouns","name":"Why have a pronoun setting for users?","article":"<div>Why is there a pronoun setting for users in CA?<\/div><div><br \/><\/div><div>Is it for demographic tracking purposes?<br \/>Or ideological reasons?<br \/>Or to be trendy?<br \/><br \/>Nah.<\/div><div><br \/><\/div><div>It's for language generation in the UI.&nbsp; In other words, to make the in-app copy of CoachAccountable more personable and natural when talking about a given user in the 3rd person.<\/div><div><br \/><\/div><div>For example, the permissions of a team member:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/allieandherpermissions.png\" height=\"515\" width=\"838\" class=\"center\" alt=\"allieandherpermissions.png\" \/><\/div><div><br \/><\/div><div><\/div><div>To be as non-invasive as possible, CA will, if it can, guess the fitting pronouns for a user based on their first name and country, and set this accordingly when sufficiently certain.&nbsp; (When a first name is too ambiguous, CA defaults this setting to \"they\".)<\/div><div><br \/><\/div><div>This can then, in turn, be seen and updated in the Basics area for a given user manager pop up, or on one's own My Account &gt;&gt; User Profile page.&nbsp; If CA's guess was incorrect, with 2 clicks you can set it right.<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/heshetheyoption.png\" height=\"40\" width=\"387\" class=\"center\" alt=\"heshetheyoption.png\" \/><\/div><div><\/div><div><br \/><\/div><div>If that's an unwelcome bit of UI for you?&nbsp; Well, sorry.&nbsp; CA has had this in place since its initial launch in 2012, long before this (lamentably) became a contentious topic.<\/div><div><br \/>Then, as now, we're just out to make an elegant and personable system. :)<\/div>","inAppPage":"","searchTermSet":["Why have a pronoun setting for users?",""],"reducedSearchTermSet":["why have pronoun set user"],"relatedTopicSet":[""],"ID":"543","ParentID":"130"},"actions\/FAQs":{"slug":"FAQs","slugPath":"actions\/FAQs","name":"Common Questions and Scenarios","article":"There are a few common questions or scenarios that come up regarding Actions:","inAppPage":"","searchTermSet":["Common Questions and Scenarios",""],"reducedSearchTermSet":["common question and scenario"],"relatedTopicSet":[""],"ID":"544","ParentID":"46"},"actions\/FAQs\/recurring":{"slug":"recurring","slugPath":"actions\/FAQs\/recurring","name":"Recurring Actions","article":"If you want to assign recurring Actions to your clients, it turns out Actions are NOT the best way to do that at all.<div><br \/><\/div><div>Actions are meant to be specific, meaningful steps towards a broader goal (or an activity fully worth doing on its own merits.<\/div><div><br \/><\/div><div>Almost by definition, a recurring or repeating action is NOT that.<\/div><div><br \/><\/div><div>To wit, this is NOT an inspired Action Plan:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/recurringactions-brushteeth.png\" height=\"873\" width=\"1000\" class=\"center\" alt=\"recurringactions-brushteeth.png\" \/><\/div><div>\"Brush Teeth\" is admittedly pedestrian, but anything else will look similarly uninspired and monotonous.<\/div><div><br \/><\/div><div>A recurring action instead is the stuff of <strong>developing some habit or routine practice<\/strong>.&nbsp; And THAT, happily, is well supported as a Binary Metric.<br \/><\/div><div><br \/>A binary Metric is one that is a matter of a one or a zero, a yes or a no, i.e. did you do it or did you not.<\/div><div><br \/><\/div><div>When you create a Binary Metric for whatever you had in mind for a recurring action, you'll have the benefit of being able to define for how long you want that practice to be \"assigned\", on what cadence (daily, weekly, weekdays only, etc.), simple settings that are easy to adjust later as needed (e.g. to keep going or cut short).<\/div><div><br \/>Your client, in turn, can get a routine reminder via email or text, allowing them both to recall doing whatever action and report back with a simple reply (no need to log in).&nbsp; They can also add a comment to each day that they report, allowing the building of a story behind the \"yes\" or \"no\" around doing it.<\/div><div><br \/>This all builds a nice tidy graph, which visually shows you and your clients the complete and growing history of that recurring action, including cold streaks and hot streaks and the story behind them (thanks to those comments).<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/recurringactions-brushteethasmetric.png\" height=\"372\" width=\"716\" class=\"center\" alt=\"recurringactions-brushteethasmetric.png\" \/><\/div><div>So if you're wanting to create a recurring Action for your clients, do them one better by setting in motion a Binary Metric instead!&nbsp; If this is something you commonly assign, you can even make this super easy with a&nbsp;<a href=\"metrics\/templates\" class=\"toArticle\">Metric Template<\/a>.<\/div>","inAppPage":"","searchTermSet":["Recurring Actions","Repeating actions","Can I clone an action?","How do I create repeating actions for my clients?"],"reducedSearchTermSet":["recur action","repeat action","can clone action","_0 creat repeat action client"],"relatedTopicSet":[""],"ID":"545","ParentID":"544"},"actions\/FAQs\/attachingFiles":{"slug":"attachingFiles","slugPath":"actions\/FAQs\/attachingFiles","name":"Attaching a File to an Action","article":"<div>You might wonder if it's possible to tie a given Action item to some file you've shared with your client.&nbsp;&nbsp;For example: if the action item was to read an article or watch a video, could that be stored, embedded or hyperlinked within the Action item itself?<\/div><div><br \/><\/div><div>It is NOT possible to do with an Action item, but a Worksheet can be a great way to accomplish this.<\/div><div><br \/><\/div><div>You can add media (like videos or audio) easily to any Worksheet by clicking the \"Add media\" button, the video icon found 4 or 5 buttons in from the right:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/actionfiles-embedmedia.png\" height=\"751\" width=\"800\" class=\"center\" alt=\"actionfiles-embedmedia.png\" \/><\/div><div><div>This is great for putting videos or audio clips that are&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/actions\/general\/wysiwyg\/embedMedia\" class=\"toArticle\" target=\"_blank\">embeddable by CA<\/a>&nbsp;right in the Worksheet itself.&nbsp; You can also linked to an already shared file (i.e. a like to some item that you know will be in your client's Files area).<\/div><div><br \/><\/div><div>By this, you make that file readily accessible, AND you can give whatever instructions around reading that article or watching that video.<\/div><div><br \/><\/div><div>Like an Action, the same machinations of notifications, reminders and marking it done apply to Worksheet.<\/div><div><br \/><\/div><div>Better yet can even add some reflection questions that go beyond merely marking the task as \"Done\" (e.g. \"What were your key takeaways from watching this video?\").<\/div><\/div>","inAppPage":"","searchTermSet":["Attaching a File to an Action","Linking actions to Files","Actions to watch some video","Actions to read some article","Actions with a hyperlink to a file"],"reducedSearchTermSet":["attach file action","link action file","action watch some video","action read some articl","action with hyperlink file"],"relatedTopicSet":[""],"ID":"546","ParentID":"544"},"engagements\/FAQs":{"slug":"FAQs","slugPath":"engagements\/FAQs","name":"Common Questions and Scenarios","article":"There are a few common questions or scenarios that come up regarding Engagements.","inAppPage":"","searchTermSet":["Common Questions and Scenarios","Engagements FAQ","Common Engagement Questions"],"reducedSearchTermSet":["common question and scenario","engag faq","common engag question"],"relatedTopicSet":[""],"ID":"547","ParentID":"311"},"engagements\/FAQs\/payAsYouGo":{"slug":"payAsYouGo","slugPath":"engagements\/FAQs\/payAsYouGo","name":"How do I invoice my clients only when they've used up their Appointments?","article":"The Invoicing Plans of Engagements are foremost geared for clients making payments at a routine interval.<div><br \/><\/div><div>But what if you want to have clients pay for appointments only after they've used them?&nbsp; This is nice when the rate of using up their allocation might not be consistent (e.g. 1 appointment this month, 3 the next, and so on)?<\/div><div><br \/><\/div><div>For this you can choose to defer automated invoicing when there is unused allocation remaining.<\/div><div><br \/><\/div><div>The controls to do this are in the \"When it's time to invoice and yet there is unused allocation remaining...\" box within an Engagement's Invoicing Plan:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/engagementdeferredinvoicing-findcontrols.png\" class=\"center\" alt=\"engagementdeferredinvoicing-findcontrols\" \/><\/div><div><br \/><\/div><div>The default is to proceed as usual, i.e. to NOT factor in the presence or absence of remaining allocation when it's time to invoice.<\/div><div><br \/><\/div><div>But if you choose \"defer automated invoicing\", you'll find some options:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/engagementDeferredInvoicing-deferControls.png\" height=\"397\" width=\"842\" class=\"center\" alt=\"engagementDeferredInvoicing-deferControl\" \/><\/div><div>This is a little abstract, but ultimately amount to you giving CoachAccountable marching orders on how to handle things when the (routine) invoicing date comes around.<\/div><div><br \/><\/div><div>In this example:<\/div><div><ul><li>If the client in this Engagement has any allocation remaining at all (i.e. any amount greater than <strong>0<\/strong>&nbsp;hours), CA will NOT send the invoice.<\/li><li>ALL appointments (i.e. verified, accepted or even merely requested) will count in the determination how much allocation has or has not been used.<\/li><li>If deferring applies (because there's any remaining allocation), CA will wait <strong>7<\/strong>&nbsp;days until possibly invoicing again.<\/li><li>CA will NOT send the managing coach an email when deferring applies.<\/li><\/ul><div>A few more thoughts explaining these settings:<\/div><\/div><div><ul><li>If you set the rule to defer only when the unused allocation is greater than, for example, <strong>2<\/strong>&nbsp;hours, you're saying that \"2 is close enough\" to count this as worth invoicing again.<\/li><li>If you set the \"Usage for this rule refers to\" to \"<strong>only verified<\/strong>\" appointments, that will typically have the effect of NOT counting appointments that still scheduled in the future (because, TYPICALLY, appointments are marked as verified only after the appointment date as passed and the appointment has presumably occurred).&nbsp; This means invoicing will proceed most conservatively, i.e. occurring only after appointments have actually happened, and not been merely scheduled.<\/li><li>To tightly correlate invoicing to follow appointments, you might have CA reevaluate 1 day later upon deferring.&nbsp; This would have the effect, for example, of invoicing one or two days after an Appointment occurs (depending on the rule you have set to automatically mark Appointments as verified).<\/li><li>It can be nice to notify the managing coach when the determination to defer is made, when you expect deferring to be the exception rather than a common occurrence.&nbsp; In that case, deferring represents a certain \"stalling out\" of the coaching relationship, a failure to schedule sessions at the intended cadence.&nbsp; Notifying a coach of this is an opportunity to reach out to the client and course correct.<\/li><\/ul><div>Thus by having a regular invoicing plan, BUT with rules to defer when there is allocation remaining (i.e. appointments that aren't getting scheduled or haven't yet happened), you can have CA automatically invoice your clients only AFTER their appointments have been used up.<\/div><\/div>","inAppPage":"","searchTermSet":["How do I invoice my clients only when they've used up their Appointments?","Billing clients automatically after their sessions","Billing clients automatically after their appointments","Invoicing clients automatically after their sessions","Invoicing clients automatically after their appointments","Prevent invoicing clients when they have unused allocation"],"reducedSearchTermSet":["_0 invoic client onli they'v us up their appoint","bill client automat after their session","bill client automat after their appoint","invoic client automat after their session","invoic client automat after their appoint","prevent invoic client thei have unus alloc"],"relatedTopicSet":[""],"ID":"548","ParentID":"547"},"engagements\/FAQs\/introPriceSetup":{"slug":"introPriceSetup","slugPath":"engagements\/FAQs\/introPriceSetup","name":"How do I set a special intro price for the first month?","article":"The Invoicing Plan of an Engagement is a handy way to bill your clients on a recurring basis, but there's only a single price you can set for all of the invoices that are generated.<div><br \/><\/div><div>Happily, there's a nice workaround for having an intro price that varies from the regular, recurring price.<\/div><div><br \/><\/div><div>The trick is a 1-2-3 combo:<\/div><div><ol><li>Have the&nbsp;<a href=\"engagements\/templates\" class=\"toArticle\">Engagement<\/a>&nbsp;be set in motion by the purchase of an&nbsp;<a href=\"offerings\/setup\" class=\"toArticle\">Offering<\/a>.<\/li><li>Have the Invoicing Plan of the Engagement specify a recurring invoice of the regular, recurring price, BUT with \"First Invoice Timing:\" with a delay of 1 month:<br \/><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/engagementPricing-delayFirstInvoice.png\" height=\"871\" width=\"1000\" class=\"center\" alt=\"engagementPricing-delayFirstInvoice.png\" \/><\/li><li>Set the price of the Offering to whatever should be the introductory, first-month price.&nbsp;<\/li><\/ol><div>By doing this, your clients will be charged the intro pricing when they first purchase the Offering.<\/div><\/div><div><br \/><\/div><div>That, in turn, will set in motion the Engagement immediately, and will thus bill them for subsequent months at whatever regular, recurring price you set in the Engagement Template's Invoicing Plan.<\/div>","inAppPage":"","searchTermSet":["How do I set a special intro price for the first month?","Installment plans with an upfront price for the first month"],"reducedSearchTermSet":["_0 set special intro price first month","instal plan with upfront price first month"],"relatedTopicSet":[""],"ID":"549","ParentID":"547"},"engagements\/FAQs\/varyingAppointmentTypeAllocations":{"slug":"varyingAppointmentTypeAllocations","slugPath":"engagements\/FAQs\/varyingAppointmentTypeAllocations","name":"How do I allow varying allocations of several Appointment Types?","article":"An Engagement allows you to set an manage a single allocation, i.e. some number of appointments or total hours worth of appointments.<div><br \/><\/div><div>What if you want to have an Engagement that is a package of some number of this type of appointment, some other number of this other type of appointment, unlimited of this type of appointment, and so on?<\/div><div><br \/><\/div><div>Short answer: you can't.&nbsp; CA only manages a single, lump sum allocation for an Engagement.<\/div><div><br \/>But there are a few tactics you have available to manage this and get close to automating many scenarios:<\/div><div><br \/><\/div><h3>Allowing Unlimited of a Specific Type<\/h3><div>It's not uncommon for coaches to offer something akin to a \"Quick Check-In\" sort of Appointment, one that is on demand and DOESN'T count towards the appointments that a client is allowed.<\/div><div><br \/><\/div><div>This you can do easily enough via the Rules of an Engagement.&nbsp; By either the range of durations that count, or defining which appointments should count or should NOT count, you can carve out on or more Appointment Types as NOT ever being applicable to the allocation of an Engagement.<\/div><div><br \/><\/div><div>The set of rules seen here show ruling out a 15-minute Appointment Type named \"Quick Check-in\" by both duration AND name match:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/engagement-varyingAllocations-rulesForDoesntCount.png\" height=\"722\" width=\"999\" class=\"center\" alt=\"engagement-varyingAllocations-rulesForDo\" \/><\/div><div><br \/><\/div><div>Ruling an Appointment Type out in two ways is redundant, but it's good stuff for a screenshot in a manual. :)<\/div><div><br \/><\/div><div>By ruling out a given Appointment Type, you are affectively allowing unlimited scheduling for that type.<\/div><div><br \/><\/div><h3>Setting Per-Client Appointment Type Scheduleability<\/h3><div><br \/><\/div><div>As illustrated in&nbsp;<a href=\"clients\/updating\/appointments\" class=\"toArticle\">this article<\/a>, you can manually specify which Appointment Types a given client is allowed to schedule (and for Team accounts, this includes with whom).<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-29_at_4.20.32pm-2.png\" height=\"657\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-02-29_at_4.20.32pm-2.png\" \/><\/div><div><br \/><\/div><div>By this, you can set for a given client which ones they are allowed to schedule to match whichever Engagement they are currently in.<\/div><div><br \/><\/div><div><br \/><\/div><h3>The Human Touch and Correction as Needed<\/h3><div>Once the rules are set right and the client has been restricted to suitable Appointment Types, the only thing left is to manage scenarios of e.g. \"You're allowed 1 of these, 4 of those, 2 of these...\"<\/div><div><br \/>Again, because an Engagement only track a single, lump sum allocation, to get the right mix and not go over in any category you can let your clients know what they're entitled to, and trust them to not go over for a given appointment type when they schedule with you.<\/div><div><br \/><\/div><div>That may seem naively optimistic and sure, it would be great if software would be the precise enforcer on this, but in practice this generally works remarkably well.&nbsp; And if anyone schedules over for a given category, you can simply cancel that appointment and gently remind that client of the rules.<\/div><div><br \/><\/div><div>To advertise the limits for each type, you might add a small parenthetical to the name of each Appointment Type that is part of your Engagement package, for example:<\/div><div><ul><li>Orientation Session (1)<\/li><li>Weekly Coaching Call (8)<\/li><li>Progress Check-In and Recap (2)<\/li><li>Final Review (1)<\/li><\/ul><div><br \/><\/div><\/div><h3>Appointments Reserved for Coach to Schedule<\/h3><div>Finally, some Appointment Types are suitable for being exclusively scheduleable by the coach, such as the initial Orientation Session and Final Review types show in the example above.<\/div><div><br \/><\/div><div>You can configure those to be NOT client-schedulable in general, and optionally set the Engagement Rules to have those NOT count towards the allocation, thus removing those from the mix of varying allocations to be managed.<\/div><div><br \/><\/div><div>If when you strip away those coach-only schedulable ones you only have one left that's up to clients to schedule as well as any that are allowed in unlimited quantity, they you're golden, i.e. not hampered at all by the single, lump sum allocation.<\/div>","inAppPage":"","searchTermSet":["How do I allow varying allocations of several Appointment Types?","How to include multiple appointment types in a single Engagement?","How do I track the allocation of several appointment types?"],"reducedSearchTermSet":["_0 allow vari alloc sever appoint type","includ multipl appoint type in singl engag","_0 track alloc sever appoint type"],"relatedTopicSet":[""],"ID":"550","ParentID":"547"},"engagements\/FAQs\/clientPurchaseAppointments":{"slug":"clientPurchaseAppointments","slugPath":"engagements\/FAQs\/clientPurchaseAppointments","name":"How can I let clients purchase Appointments \u00e0 la carte?","article":"Engagements are great for letting your clients purchase (or be on a payment plan for) a package of Appointments.&nbsp; This is of course done as an up front payment that entitles them to schedule some allocation of Appointments.<div><br \/>But what if you want to allow your clients to purchase a single Appointment at a time, a la carte style?<\/div><div><br \/><\/div><div>For this, Engagements are NOT ideal.<br \/><br \/>Instead, you can elegantly offer this by creating an&nbsp;<a href=\"offerings\" class=\"toArticle\">Offering<\/a>, one which entails:<\/div><div><ul><li>The scheduling of an Appointment, and<\/li><li>A price that is whatever you wish to charge for that one Appointment<\/li><\/ul><div>Once configured, you can make that Offering available to your clients, either by sharing the link to that Offering with them directly (putting it in a&nbsp;<a href=\"whiteboards\" class=\"toArticle\">Whiteboard<\/a>&nbsp;can be a great place for this for easy, evergreen access) OR by putting into an&nbsp;<a href=\"offerings\/collections\" class=\"toArticle\">Offering Collection<\/a>&nbsp;that is set for&nbsp;<a href=\"offerings\/existingClients\" class=\"toArticle\">access for established clients<\/a>.<\/div><\/div><div><br \/><\/div><div>Either way, your client purchasing that Offering allows them to schedule that one Appointment as part of that purchase, which allows the purchase of an Appointment without any need to involve Engagements or Engagement allocations.<\/div>","inAppPage":"","searchTermSet":["How can I let clients purchase Appointments \u00e0 la carte?","How can I let clients purchase sessions \u00e0 la carte?","How can I sell single, on-demand sessions?","How can I sell single, on-demand appointments?","How can I make on-demand appointments available for purchase?"],"reducedSearchTermSet":["_0 let client purchas appoint \u00e0 la cart","_0 let client purchas session \u00e0 la cart","_0 sell singl on demand session","_0 sell singl on demand appoint","_0 make on demand appoint avail purchas"],"relatedTopicSet":[""],"ID":"551","ParentID":"547"},"worksheets\/formBased\/inferredValues":{"slug":"inferredValues","slugPath":"worksheets\/formBased\/inferredValues","name":"Inferred Values","article":"<div>Form Based Worksheets allow clients to type in answers, check checkboxes, choose options, and so on.&nbsp; The act of doing this is the stuff of generating data that can then be used in cool ways, like&nbsp;<a href=\"metrics\/setup\/pipingInFromWorksheets\" class=\"toArticle\">piping values into Metrics<\/a>&nbsp;and for&nbsp;<a href=\"worksheets\/formBased\/computedValues\" class=\"toArticle\">the computation of other values<\/a>&nbsp;(e.g. a total score) in the Worksheet.<\/div><div><br \/><\/div><div>This is all the stuff of figuring out a number value from something a client fills out in your Worksheet.<\/div><div><br \/><\/div><div>So this sometimes begs the question: what would be the number value of filling out this or that?<\/div><div><br \/>An explicit number in the typed or selected answer is obvious, but when that's not present, CA will infer a number value.<\/div><div><br \/><\/div><div><div>Let\u2019s look at the full set of rules by which this works, broken down by input type:<\/div><div><br \/><\/div><h3><span style=\"font-weight:700;\">Simple Text<\/span><\/h3><div>Simple text boxes glean their number from whatever is typed in. &nbsp;If it\u2019s not just a number (but instead contains some other, non-numeric text), the system will try to pluck a number out of whatever was typed. &nbsp;For example, if your client types \u201cI ran 12 miles!\u201d CA will pull out 12 as the number value. &nbsp;If they type \u201cI ran twelve miles!\u201d then well, sorry: I hereby confess the dirty secret, that CA doesn\u2019t actually speak English.<\/div><div><br \/><\/div><div>No numeric value to be found?&nbsp; That will give an inferred number value of zero.<\/div><br \/><h3><span style=\"font-weight:700;\">Multi-Line Text Boxes<\/span><\/h3><div>As a form input usually reserved for free-flowing written answers, multi-line text boxes would usually be a poor fit for getting some sort of number out for the purposes of a Metric.&nbsp; But there is one use case that fits nicely: if you are prompting folks to type in a list of something, when the number of items in that list is a useful number.<\/div><br \/><div>For example:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.31.22AM.png\" height=\"114\" width=\"361\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.31.22AM.png\" \/><\/div><div>In this case, if you hooked this input up to a Metric, the above answer would give an inferred number value of 3.<\/div><div><br \/><\/div><h3><span style=\"font-weight:700;\">Dropdown Menus<\/span><\/h3><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.35.46AM.png\" height=\"202\" width=\"382\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.35.46AM.png\" \/><\/div><div>With dropdown menus, the system will first and foremost try to grab a number out of the option that was chosen.&nbsp; In the example above, 4 is a clear winner.<\/div><br \/><h3>If a number cannot be pulled from the text of the chosen option, CA will mark down WHICH option was chosen relative to the ordering of all options presented.&nbsp; In other words, if the first option is chosen, that\u2019s a 1, if the second option is chosen, that\u2019s a 2, and so on.<\/h3><div><br \/><\/div><h3><span style=\"font-weight:700;\">Check boxes<\/span><\/h3><div>Take a look at the following two examples, and see if you can guess what CA would assign for each:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.40.41AM.png\" height=\"230\" width=\"557\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.40.41AM.png\" \/><\/div><div>For the fruits question, 4 of the boxes are checked, so that would give an inferred number value of 4.<\/div><br \/><div>In the second one, there are numbers present in each of the options, so CA will use those to add up a total value for the collection of check boxes, counting only those boxes that have been checked. &nbsp;So it would compute as 5 + 30 + -2 = 33 total.<\/div><br \/><div>In case you were wondering, if some check boxes have a number in them and others don\u2019t, the number will be used when present and otherwise a checked check box will contribute a one. &nbsp;So yeah, feel free to mix-and-match.<\/div><br \/><h3><span style=\"font-weight:700;\">Radio Buttons<\/span><\/h3><div>Again, see the following examples and guess:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-19_at_11.43.14AM.png\" height=\"252\" width=\"545\" class=\"center\" alt=\"Screenshot_2025-09-19_at_11.43.14AM.png\" \/><\/div><div>The first set of radio buttons lacks anything numeric, so the index of the chosen item is what would be piped into a Metric. &nbsp;In this case \u201cGood\u201d is the 4th option, so it would be a 4.<\/div><br \/><div>The second set of radio buttons has numbers in the option, so here CA gloms on to those numbers. &nbsp;In this case 5 would be the Metric value, even through it\u2019s the 3rd option.<\/div><\/div><div><br \/><\/div><h3>Image Prompt<\/h3><div>This is a bit of a far-fetched thing to get a number from, but in the interest of completion, why not?!<\/div><div><br \/><\/div><div>Image prompts allow up to the maximum number of images you set to be uploaded by your client.&nbsp; The number value will be the number of images actually uploaded.<\/div><div><br \/><\/div><h3>Signature Area<\/h3><div>This is definitely a far-fetched thing to get a number from, so these are always zero. :)<\/div>","inAppPage":"","searchTermSet":["Inferred Values","How is a dropdown selection mapped to a number value?","What's the numeric value of a bunch of check boxes?","What's the numeric value for dropdown menus in computed values?"],"reducedSearchTermSet":["infer valu","dropdown select map number valu","what' numer valu bunch check box","what' numer valu dropdown menu in comput"],"relatedTopicSet":[""],"ID":"552","ParentID":"68"},"clients\/adding":{"slug":"adding","slugPath":"clients\/adding","name":"Adding New Clients","article":"<div>To add a new client, click the + next to the Clients menu option or the&nbsp;<em>+Client<\/em>&nbsp;button in the upper right of the Client Dashboard:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-29_at_10.09.35am.png\" height=\"583\" width=\"1000\" class=\"center dropShadow\" alt=\"screenshot_2024-02-29_at_10.09.35am.png\" \/><\/div><br \/><div>Here, you can enter contact information, gender pronouns, and time zone. You can choose to affiliate the client with a&nbsp;<a href=\"companies\" class=\"toArticle\">Company,<\/a>&nbsp;if applicable. You can also choose which&nbsp;<a href=\"agreements\" class=\"toArticle\">Agreement,<\/a>&nbsp;if any, should be presented to this client at the first sign-in.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-29_at_10.15.37am.png\" height=\"604\" width=\"686\" class=\"center padded\" alt=\"screenshot_2024-02-29_at_10.15.37am.png\" \/><\/div><div><div>You'll also have the option to invite the new client to CoachAccountable, though&nbsp;<span style=\"margin:0px;padding:0px;\"><a href=\"clients\/inviting\">you can do this later<\/a>. Click&nbsp;<em>Add this Client,<\/em><\/span>&nbsp;and you're all set.<\/div><br \/><div>Also, note that you can&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/clients\/adding\/bulkImport\" class=\"toArticle\" target=\"_blank\">bulk import clients<\/a>&nbsp;if you've got many to add at once.<\/div><\/div>","inAppPage":"","searchTermSet":["Adding New Clients","How do I add a new client?","How do I create a new user in the system?","How does a client get started on CoachAccountable?","Setting up new clients","How do I setup new clients?"],"reducedSearchTermSet":["ad new client","_0 add new client","_0 creat new user in system","_1 get start on coachaccount","set up new client","_0 setup new client"],"relatedTopicSet":["clients\/inviting"],"ID":"2","ParentID":"1"},"reports\/engagement":{"slug":"engagement","slugPath":"reports\/engagement","name":"Client Activity Report","article":"<div>Knowing that a client is falling behind is actionable information: a chance for coach to check in and offer whatever support might be appropriate.<\/div><br \/><h2>Main Client Activity Report<\/h2><div>The Activity Report is found by clicking <em>Reports<\/em>&nbsp;in the Top Bar, then <em>Client Activity<\/em>.&nbsp;<\/div><br \/><div><div>A client\u2019s activity level is summarized on a <em>per-week<\/em> basis, and can include whichever bits you think are good indicators of their participation: Action completions, Metric reporting, Journal entries, and so on. &nbsp;Even the number of times they logged in during a week can factor into their activity level if you like.<\/div><br \/><div>The setup is simple: pick the date range (the most recent month is a handy default) and which activities you want to include. Click <em>Load<\/em> when ready.<br \/><\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_10.55.54AM.png\" height=\"480\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-18_at_10.55.54AM.png\" \/><\/div><div><em>Note that for Team Edition accounts, those with the&nbsp;<a href=\"teamEdition\/permissions\" class=\"toArticle\">Permissions<\/a>&nbsp;to run this report for the Team have an additional selection that can filter by clients of a particular coach.<\/em><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_10.56.44AM.png\" height=\"608\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-18_at_10.56.44AM.png\" \/><\/div><div>Here we can click on a given week and see details of that week's activity.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_10.58.41AM.png\" height=\"250\" width=\"852\" class=\"center\" alt=\"Screenshot_2025-09-18_at_10.58.41AM.png\" \/><\/div><div>If you'd like to see further details (i.e. which Worksheet? Which Metric?), simply click on that client's picture to go to that client's individual page. Then sort the Overview by the dates in question.&nbsp;<\/div><br \/><h2>Individual Client Activity Report<\/h2><div>You can also find a given client's Activity Report on&nbsp;<span style=\"margin:0px;padding:0px;\">their page in the&nbsp;<em>Overview&nbsp;<\/em>tab, located&nbsp;<\/span>towards the bottom of&nbsp;<em>What's New<\/em>. There, you'll have the same ability to:<\/div><div><ul><li>Choose the date range<\/li><li>Select included activities<\/li><li>Click on a given week to see details.<\/li><\/ul>\n<\/div><div>Click the gear icon for the report to show that selection menu.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_11.02.14AM.png\" height=\"780\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-18_at_11.02.14AM.png\" \/><\/div><h2>Activity At a Glance<\/h2><div>Finally, from your Client Listing, you can quickly scroll to see their activity for the last week. The meter at the bottom of each client profile will classify the level as <em>None, Low, Medium<\/em>, or <em>High.<\/em>&nbsp;<\/div><br \/><div>You can also sort the client list by activity level to note who might need extra attention.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-18_at_11.17.34AM.png\" height=\"615\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-18_at_11.17.34AM.png\" \/><\/div>","inAppPage":"","searchTermSet":["Client Activity Report","How do I view a summary of client activity?","How do I see a summary of client interaction?","How do I keep clients engaged?","How do I see a summary of how active my clients are?","What's a good report for client activity?","Can I see a report of how involved clients have been?","What's a good way to keep track of clients?","Have my clients been using the system?","Where can I see what all my clients have been doing?","Client Activity"],"reducedSearchTermSet":["client activ report","_0 view summari client activ","_0 see summari client interact","_0 keep client engag","_0 see summari activ client ar","what' good report client activ","can see report involv client have been","what' good wai keep track client","have client been us system","_0 see what all client have been do","client activ"],"relatedTopicSet":[""],"ID":"10","ParentID":"235"},"courses\/managing\/sharing":{"slug":"sharing","slugPath":"courses\/managing\/sharing","name":"Sharing with the Team","article":"<div>With&nbsp;<a href=\"teamEdition\" class=\"toArticle\">Team Edition<\/a>, Courses can be shared across your entire organization. Coaches can view and add participants to a shared Course, even if they were not its original creators. This feature allows you to scale your coaching practice by deploying repeatable materials to all your coaches, who can then assign these materials to their clients.<\/div><br \/><div>To share a given Course with the other coaches in your organization, simply visit the Course Editor page &gt;&gt; Basics.&nbsp; There, provided you have permission to do so, you'll find the checkbox for sharing the course:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-24_at_1.26.01PM.png\" height=\"552\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-24_at_1.26.01PM.png\" \/><\/div><br \/><div>Save it, and the Course will appear for all other coaches in your organization with the \"Shared\" sash:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-24_at_1.29.33PM.png\" height=\"514\" width=\"302\" class=\"center\" alt=\"Screenshot_2025-09-24_at_1.29.33PM.png\" \/><\/div><div>Once shared, other coaches will have free rein to add and manage participants for that Course. However, a shared Course is not editable by anyone other than the creator of that Course. If you would like a particular coach to be able to edit a Course, ownership must be&nbsp;<a href=\"courses\/reassigningOwnership\" class=\"toArticle\">reassigned to that coach<\/a>.<\/div><br \/><div><h2>Permission to Share Courses<\/h2><\/div><div>To avoid the potential chaos of cluttering up everyone's Course collection, only coaches who have been explicitly granted permission to share courses with others may do so.<\/div><br \/><div>Like many others, sharing Courses with the rest of the team is an Administrative Privilege, and can be found in the \"Master Coach\" section:<\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-24_at_1.31.23PM.png\" height=\"278\" width=\"944\" class=\"center\" alt=\"Screenshot_2025-09-24_at_1.31.23PM.png\" \/><\/div><div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-24_at_1.31.23PM.png\" height=\"0\" width=\"0\" class=\"center\" alt=\"Screenshot_2025-09-24_at_1.31.23PM.png\" \/><\/div>","inAppPage":"","searchTermSet":["Sharing with the Team","How do I share a course with other coaches?","How do I make a course shareable with other coaches?","How can other members of my team use my course?","How do I make a course accessible to the entire organization?","How do I share coaching programs with the entire team?","Shared Courses"],"reducedSearchTermSet":["share with team","_0 share cours with other coach","_0 make cours shareabl with other coach","other member team us cours","_0 make cours access entir organ","_0 share coach program with entir team","share cours"],"relatedTopicSet":["coaches"],"ID":"111","ParentID":"468"},"general\/basics":{"slug":"basics","slugPath":"general\/basics","name":"Getting Started","article":"<br \/><br \/><div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/player.vimeo.com\/video\/259375191\" allowfullscreen=\"\" frameborder=\"0\"><\/iframe><\/div><br \/><br \/><\/div><div>\nWelcome to CoachAccountable! If you're new here and just starting to find your way, the \"Getting Around\" video below is an excellent intro to navigating CA.<\/div><br \/><div>\nBeyond that, if you're ever feeling lost or confused about what ever you're looking at in the app, look towards the upper right of that region for a light bulb icon.&nbsp; Clicking that will bring the relevant help article right up.<\/div><br \/><div>Have fun!<br \/><\/div><br \/><div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/player.vimeo.com\/video\/259008325\" frameborder=\"0\"><\/iframe><\/div><br \/>\n<br \/><\/div>","inAppPage":"","searchTermSet":["Getting Started","How do I get started using CoachAccountabe?","I'm lost, where do I go?","How do I learn the system?","How do I go from beginner to expert?","How do I become a power user?","Are there any getting started resources?","What are the basics of using CoachAccountable?","What is the home screen?","Are there any tutorial videos?","Is there a video tutorial of the new version?"],"reducedSearchTermSet":["get start","_0 get start us coachaccountab","'m lost _0 go","_0 learn system","_0 go from beginn expert","_0 becom power user","ar there ani get start resourc","what ar basic us coachaccount","what home screen","ar there ani tutori video","there video tutori new version"],"relatedTopicSet":["clients","appointments","actions","metrics","worksheets","stream","sessionNotes","journalEntries","sharingFiles","whiteboards","messaging","clientInvoicing","courses","groups","teamEdition"],"ID":"192","ParentID":"421"},"offerings\/setup":{"slug":"setup","slugPath":"offerings\/setup","name":"Offerings Setup","article":"<div>You'll find the place to set up and manage you Offerings in Business Center &gt;&gt; Settings &gt;&gt; Offering Config.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-20_at_2.02.27pm.png\" height=\"514\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-03-20_at_2.02.27pm.png\" \/><\/div><br \/><div>Setting up an Offering is a matter of defining a little basic information, and deciding which components are to play a part.<br \/><\/div><br \/><p>When you click the <strong>+Offering<\/strong> button you\u2019ll be presented with this form that\u2019s broken into several simple sections.<\/p>\n<p>&nbsp;<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/offering-createbasics.png\" class=\"center unrounded\" alt=\"offering-createbasics.png\" width=\"813\" height=\"745\" \/><\/div>\n<br \/><h2>Basics<\/h2><div>\nThe first section covers the Basics: the name of the Offering, the information that should be collected from new signups, and who should be notified.<br \/><br \/><em><strong>Tip:<\/strong> Multiple people can be notified of an Offering sign up: just use a comma between email addresses.<\/em><\/div><br \/><div><h2 style=\"font-weight:700;\">Description<\/h2>Use the Description of the Offering to give more details about what's included in the Offering itself.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-10_at_12.19.44pm.png\" height=\"807\" width=\"935\" class=\"center unrounded\" alt=\"screenshot_2024-05-10_at_12.19.44pm.png\" \/><\/div><div><em>Note: These will <strong>only<\/strong> show when the Offering is part of a&nbsp;<a href=\"offerings\/collections\" class=\"toArticle\">Collection<\/a>.<\/em><\/div><br \/><h2>Components<\/h2>\n<p>The Components allow you to pick which things apply to this Offering:<\/p>\n<ul><li><strong>Which&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">type of Appointment<\/a>&nbsp;they are booking (if any). <\/strong>This allows clients to add themselves into your schedule while signing up. Great for prospective clients setting up a breakthrough\/discovery call, or for booking the first in a package of coaching sessions.<\/li><\/ul>\n<ul><li><strong>Which&nbsp;<a href=\"courses\" class=\"toArticle\">Course<\/a>(s) should a new signup be enrolled in (if any). <\/strong>This is a great way to set in motion some basic onboarding material, an entire module of self-paced content, or anything in between. Clients are not specifically notified they've been enrolled in a Course, but they will receive whatever notifications are entailed by the schedule of the Course itself.&nbsp; You also have the option to merely&nbsp;<a href=\"courses\/availability\" class=\"toArticle\">make a given Course available<\/a> as part of signing up, meaning the client gains access but it's up to them to commence the Course whenever they're ready.<\/li><\/ul>\n<ul><li><strong>Which&nbsp;<a href=\"groups\" class=\"toArticle\">Group<\/a>(s) should the new client automatically become a member of (if any). <\/strong>Automatically place clients into a Group where they can co-participate, or just an admin Group for your own management purposes. Clients are not notified they've been added to a Group (but you're welcome to tell them if it's appropriate).<\/li><\/ul>\n<ul><li><strong>Which&nbsp;<a href=\"worksheets\" class=\"toArticle\">Worksheet<\/a>&nbsp;should be part of the signup form (if any).<\/strong> This is how you can ask additional questions at signup. Only <a href=\"worksheets\/formBased\" class=\"toArticle\">form-based Worksheets<\/a>&nbsp;are eligible for being part of an Offering.&nbsp;<\/li><\/ul>\n<ul><li><strong>Which&nbsp;<a href=\"agreements\" class=\"toArticle\">Agreement<\/a>&nbsp;should be issued to the client upon registration (if any). <\/strong>The Agreement you've chosen will not show up in the Offering, but will pop up for the client when they log in for the first time. They will not be able to continue until they've filled it out. This makes it easy to set up different contracts for different purchases.&nbsp;<\/li><\/ul>\n<ul><li><strong>Which&nbsp;<a href=\"engagements\" class=\"toArticle\">Engagement<\/a>&nbsp;should start in motion upon signup (if any). <\/strong>Use this to set up automatic recurring billing upon purchase, and\/or to set up whatever allocation of appointments the client is entitled to.&nbsp;<\/li><\/ul>\n<p>&nbsp;<\/p>\n<h2>Pricing<\/h2><div>Offerings can optionally entail a price to be paid as part of the sign up process.&nbsp; <a href=\"offerings\/setup\/pricing\" class=\"toArticle\"><span class=\"toArticle\">View more about the options for setting Offering pricing.<\/span><\/a><h2><br \/>On-Screen Welcome<\/h2><\/div><div>This is the <strong>final screen<\/strong> the client will see as they go through your Offering. It's not an email sent to them (see the section below, Confirmation Email, for that).<\/div><br \/><div>This default content is nice but it\u2019s almost certainly a worthwhile use of your time to customize this and make it really sing for your Offering: this is your chance to properly welcome them into the experience of being coached by you.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/offering-onscreenwelcome.png\" class=\"center unrounded\" alt=\"offering-onscreenwelcome.png\" width=\"813\" height=\"745\" \/><\/div><br \/><div>Note here at the bottom the magic tags that are available for you to insert into this welcome message.&nbsp; The <strong>[registerButton]<\/strong> in particular is important, because its absence or presence determines whether or not a newly signed up client is able to log into the platform from this screen.&nbsp; If you let them do that, it\u2019s a good idea to have some form of <a href=\"courses\/starterkitCourses\" class=\"toArticle\">Starter Kit Course<\/a> be part of the Offering, so that the stage is properly set when they first get in.<br \/><\/div><br \/><h2>Confirmation Email<\/h2><div>If you'd like, you can have a confirmation email go out to the client, too. You've got a few available magic tags to choose from and listed for you.<\/div><div><br \/><\/div><div>Here is the description of some of the less obvious magic tags:<br \/><ul><li><strong>[magicLink]<\/strong> - This inserts a link that takes your client to a page where they can register their account.<\/li><li><strong>[coachFirstName]<\/strong> and <strong>[coachLastName] <\/strong>- Inserts the name of the coach. Which coach?&nbsp;<ul><li>If there is an Appointment being scheduled with the Offering, the name of the coach with whom the Appointment is scheduled will be inserted.&nbsp;<\/li><li>Otherwise, it will be the the name of the coach with whom the new Client is assigned, as configured in the Basics tab.<\/li><\/ul><\/li><li>Note: these only appear in Team Edition accounts. (Otherwise in Basic accounts, it is of course just you. :)<\/li><li><strong>[appointmentStartDate]<\/strong>, <strong>[appointmentLocation]<\/strong>, and <strong>[appointmentAddToCalendarButtons]<\/strong>&nbsp;- These magic tags will only appear if an Appointment being scheduled is part of the Offering. Note: these will be blank when there is no Appointment, so make sure they are only present in your Confirmation Email template when relevant!<\/li><\/ul><\/div><br \/><div><h2>Advanced Features<\/h2><\/div><div>Less central to the setup of Offerings, yet nonetheless often handy, you can set <a href=\"offerings\/setup\/restrictions\" class=\"toArticle\">Restrictions<\/a> and a custom <a href=\"offerings\/setup\/pageArrangement\" class=\"toArticle\">Page Arrangement<\/a>.<\/div>","inAppPage":"offerings","searchTermSet":["Offerings Setup","How do I set up Offerings?","How can I ask pre-qualifying questions for prospective clients?","Can I require customized questions at signup?","Link for client scheduling","Prospective client scheduling"],"reducedSearchTermSet":["offer setup","_0 set up offer","_0 ask pre qualifi question prospect client","can requir custom question at signup","link client schedul","prospect client schedul"],"relatedTopicSet":[""],"ID":"294","ParentID":"293"},"appointments\/sync\/gCal":{"slug":"gCal","slugPath":"appointments\/sync\/gCal","name":"Syncing to Google Calendar","article":"<div>CoachAccountable syncs directly with Google Calendar.&nbsp;<br \/><\/div><br \/><div>You\u2019ll find the place to set this up under Settings &gt;&gt; Appointment Config &gt;&gt; Calendar Sync.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.38.28pm.png\" height=\"547\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.38.28pm.png\" \/><\/div><br \/><div>Clicking the button to go sync with Google brings you to a simple process to authorize CA to manage your calendar, assuming you\u2019re already logged in to your Google account<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_5.04.31pm.png\" height=\"531\" width=\"821\" class=\"center\" alt=\"screenshot_2024-04-17_at_5.04.31pm.png\" \/><\/div><div>&gt;Click \u201cAllow\u201d and you\u2019ll be whisked back to your CoachAccountable coach portal and given the options by which to configure this synchronization:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_5.05.45pm.png\" height=\"471\" width=\"649\" class=\"center\" alt=\"screenshot_2024-04-17_at_5.05.45pm.png\" \/><\/div><div>Just a few choices here to make here before you're done:&nbsp;<br \/><\/div><br \/><div>\n<p>If you want (and you probably do!), CA will <strong>publish <\/strong>your appointments to the calendar of your choice.&nbsp; Pick one and they\u2019ll magically appear there within seconds.<\/p>\n<p>&nbsp;<\/p>\n<p>Choosing which calendars CA should <strong>read from<\/strong> tells CA where to look in order to accurately determine when you\u2019re available and when you\u2019re busy.&nbsp; You might want to skip certain calendars.&nbsp; For example, a Birthdays calendar may not be a reason to block off days for coaching appointments.<\/p>\n<p>&nbsp;<\/p>\n<p>And that\u2019s it!&nbsp; Once set, CA will post new appointments (and updates made to them, including cancellations performed by your clients) to your calendar as they arise.&nbsp; Similarly, when CA has direct read access to your calendars the process of keeping up to date in order to provide accurate availability options is nearly instantaneous.<\/p>\n<p>&nbsp;<\/p>\n<h3>How about for my clients?<\/h3>\n<p>Your clients can similarly set up a direct sync with THEIR Google,&nbsp;<a href=\"appointments\/sync\/outlook\" class=\"toArticle\">Outlook<\/a>, or&nbsp;<a href=\"appointments\/sync\/iCal\" class=\"toArticle\">Apple Calendar<\/a>.&nbsp; They won\u2019t have to pick which calendars CA should read of theirs (because that\u2019s not relevant on their side of the equation), BUT they too can have their appointments with you set via CoachAccountable appear right in their calendar.&nbsp; Nice!<\/p>\n<p>&nbsp;<\/p>\n<p>Let them know they can set this up from within the coaching portal.&nbsp; They\u2019ll find the place to do this under their My Account page.<\/p>\n<p>&nbsp;<\/p>\n<p>When clients sync their calendars, their appointments with you will automatically appear in their calendar.&nbsp; It\u2019s a great way to make the process of working with you even more frictionless, and easier to fit into their busy lives.<\/p>\n<p>&nbsp;<\/p>\n<\/div>","inAppPage":"appointmentConfig::Calendar Sync","searchTermSet":["Syncing to Google Calendar","How do I import from Google Calendar?","How do I add Google Calendar events to CoachAccountable?","How do I go about importing Google Calendar into CoachAccountable?","How do I push Google Calendar events into CoachAccountable?","How do I use Google Calendar to block out times in CoachAccountable?","How do I input Google Calendar events into the system?","How do I close off availability using Google Calendar?","How do I add my appointments to Google Calendar?","How do I sync my appointments to a Google Calendar?","How do I have my CoachAccountable appointments show up in Google Calendar?","How do I make my appointments show up in Google Calendar?","How do I account for my appointments in Google Calendar?","Can CoachAccountable post to my Google calendar"],"reducedSearchTermSet":["sync googl calendar","_0 import from googl calendar","_0 add googl calendar event coachaccount","_0 go about import googl calendar into coachaccount","_0 push googl calendar event into coachaccount","_0 us googl calendar block out time in coachaccount","_0 input googl calendar event into system","_0 close off avail us googl calendar","_0 add appoint googl calendar","_0 sync appoint googl calendar","_0 have coachaccount appoint show up in googl calendar","_0 make appoint show up in googl calendar","_0 account appoint in googl calendar","can coachaccount post my_googl calendar"],"relatedTopicSet":[""],"ID":"320","ParentID":"318"},"appointments\/zoom\/preferences":{"slug":"preferences","slugPath":"appointments\/zoom\/preferences","name":"Zoom Preferences","article":"<p>After you've connected your&nbsp;<a href=\"appointments\/zoom\" class=\"toArticle\">Zoom account<\/a>, you'll be able to set a preference letting CA know which of your Appointment Types should entail a Zoom Meeting:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.31.37pm.png\" height=\"756\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-05-03_at_2.31.37pm.png\" \/><\/div><div>\nThe \u201cAlways\u201d and \u201cNever\u201d tell CA that a Zoom meeting (or lack thereof!) should be taken as a foregone conclusion for all appointments of that type.&nbsp; Choosing the \u201cUsually\u201d or \u201cUsually not\u201d option means CA will present you with a checkbox option that you can check or not check (in order to set up or not set up a Zoom meeting) when scheduling an appointment.<\/div>\n<p>&nbsp;<\/p>\n<p>The two other settings, \u201cEnable clients to join before me\u201d and \u201cStart meeting with video enabled\u201d, mirror the usual Zoom Meeting settings.<\/p>\n<p>&nbsp;<\/p>\n<p>(Note also that here, at the bottom, is where you can disconnect CA from your Zoom account, should you ever wish to.)<\/p>\n<p>&nbsp;<\/p>\n<p>Here\u2019s what scheduling an appointment looks like for an Appointment Type whose Zoom meeting preference is set to \u201cAlways\u201d:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_4.39.00pm.png\" height=\"1010\" width=\"710\" class=\"center\" alt=\"screenshot_2024-04-17_at_4.39.00pm.png\" \/><\/div>\n<p>When your clients schedule with you, they\u2019ll never see controls related to Zoom.&nbsp; Instead,&nbsp;<strong>the system will automatically create those meetings<\/strong>&nbsp;for Appointment Types that are set to either \u201cAlways\u201d or \u201cUsually\u201d have Zoom Meetings.<\/p>","inAppPage":"appointmentConfig::Zoom Meetings","searchTermSet":["Zoom Preferences","How do I set my Zoom preferences?","What do these Zoom settings mean?","How do I set an Appointment Type to have a Zoom meeting?","What are my options for Zoom?","I only want Zoom for some of my meetings."],"reducedSearchTermSet":["zoom prefer","_0 set zoom prefer","what these zoom set mean","_0 set appoint type have zoom meet","what ar option zoom","onli want zoom some meet"],"relatedTopicSet":[""],"ID":"346","ParentID":"344"},"resourcePackages\/installable":{"slug":"installable","slugPath":"resourcePackages\/installable","name":"Use Our Resource Packages","article":"<div>Navigate to <em>Settings &gt;&gt; Resource Packages &gt;&gt; Installable Packages<\/em>. Here you'll see the resources available from CoachAccountable. We provide them to you <strong>free of charge<\/strong> and we encourage you to use them!<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-06_at_6.51.39am.png\" height=\"704\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-04-06_at_6.51.39am.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_1.41.26_pm.png\" class=\"center\" alt=\"screen_shot_2021-11-01_at_1.41.26_pm.png\" width=\"0\" height=\"0\" \/><\/div><div><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;\"><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;\">Click on any of these packages to peruse contents and install some or all of the items included. Here are the types of items you\u2019ll find:<\/div><\/div><div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;\"><ul><li><a href=\"courses\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Courses<\/a><\/li><li><a href=\"worksheets\/templates\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Worksheet Templates<\/a><\/li><li><a href=\"sessionNotes\/templates\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Session Note Templates<\/a><\/li><li><a href=\"engagements\/templates\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Engagement Templates<\/a><\/li><li><a href=\"offerings\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Offerings<\/a><\/li><li><a href=\"\">Offering Collections<\/a><\/li><li><a href=\"sharingFiles\/libraryFiles\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Library Files<\/a><\/li><li><a href=\"appointments\/types\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Appointment Types<\/a><\/li><li><a href=\"agreements\" class=\"toArticle\" style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;color:rgb(108,156,49);\">Agreements<\/a><\/li><\/ul>\n<div><span>For any item, click the \u201cPreview\u201d button to help decide if you want it:<\/span><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-06_at_6.53.23am.png\" height=\"1006\" width=\"702\" class=\"center\" alt=\"screenshot_2024-04-06_at_6.53.23am.png\" \/><\/div>\n<div><span style=\"color:rgb(0,0,0);font-family:Tahoma, Helvetica, Arial, sans-serif;font-size:14px;\">Install any and all items you like \u2013 as always, feel free to use these as-is or adapt them to your own coaching style.<\/span><\/div><br \/><div><font color=\"#000000\"><span style=\"font-size:14px;\">If you're ready to create your own packages to share with other coaches, continue on to<\/span><\/font><\/div><div><a href=\"resourcePackages\/setup\" class=\"toArticle\">Resource Packages Setup.<\/a><br \/><\/div><\/div><\/div>","inAppPage":"resourcePackages::Installable Packages","searchTermSet":["Use Our Resource Packages","Can I use your resources for free?","Where do I find more templates?","How do I change my coaching type?","I want to add resources for life coaching, business coaching, wellness coaching, or relationship coaching","Sample Files","Install Sample Files","Resource","Resources","Samples","Wellness Coaching","Business Coaching","Relationship Coaching","Life Coaching"],"reducedSearchTermSet":["us our resourc packag","can us your resourc free","_0 find more templat","_0 chang coach type","want add resourc life coach busin welln or relationship","sampl file","instal sampl file","resourc","resourc","sampl","welln coach","busin coach","relationship coach","life coach"],"relatedTopicSet":[""],"ID":"416","ParentID":"324"},"companies\/adding":{"slug":"adding","slugPath":"companies\/adding","name":"Adding Companies","article":"<div>Adding one or more companies is the first step in using CoachAccountable companies.<\/div><br \/><div>Navigate to the Companies tab, then click the (+) on the left menu or&nbsp;<em>+Company <\/em>button at the top right.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-22_at_12.08.07pm-2.png\" height=\"467\" width=\"999\" class=\"center\" alt=\"screenshot_2024-03-22_at_12.08.07pm-2.pn\" \/><\/div><br \/><div>Adding a new company is simple; just enter its name.&nbsp; <br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-30_at_1.54.53PM.png\" height=\"342\" width=\"555\" class=\"center\" alt=\"Screenshot_2025-09-30_at_1.54.53PM.png\" \/><\/div><div>\n<div>\n<br \/><\/div><div>\nIf you're on Team Edition, you'll be able to designate the&nbsp;<a href=\"companies\/primaryLiasons\" class=\"toArticle\">Primary Liaison<\/a>&nbsp;for this company. <span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">The&nbsp;<\/span><strong style=\"font-weight:700;color:rgb(74,74,74);background-color:rgb(255,255,255);\">primary liaison<\/strong><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">&nbsp;is the person in <em>your<\/em> organization who will appear as the contact for company personnel. The primary liaison will also receive any notifications about company invoices.<\/span><\/div><br \/>\n<div>Once it\u2019s created, you can enter an address for the company (for your\n records, and also to appear on invoices for that company) and upload \nthe company logo. The default logo will be the company's initials on a colored square.<\/div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-30_at_1.53.58PM.png\" height=\"621\" width=\"784\" class=\"center\" alt=\"Screenshot_2025-09-30_at_1.53.58PM.png\" \/><\/div><div>The next step is to&nbsp;<a href=\"companies\/addingClients\" class=\"toArticle\">add clients to the Company<\/a><br \/><\/div><div><a href=\"companies\/addingClients\" class=\"toArticle\"><\/a><\/div>","inAppPage":"","searchTermSet":["Adding Companies","How do I add a Company?","How to add a company?"],"reducedSearchTermSet":["ad compani","_0 add compani","add compani"],"relatedTopicSet":[""],"ID":"427","ParentID":"422"},"courses\/creating":{"slug":"creating","slugPath":"courses\/creating","name":"Creating Courses","article":"<p>To create a Course, head to your <em>Courses<\/em>&nbsp;page from your home screen,&nbsp;then click the <em>+ <\/em>next to Courses in the left menu or the +Course button:<\/p>\n<p>&nbsp;<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-18_at_2.00.41pm.png\" height=\"536\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-04-18_at_2.00.41pm.png\" \/><\/div>\n<div>\n<br \/><\/div><p>&nbsp;<\/p>\n<div>You'll be greeted with this dialog, prompting you for basic information about your course:<\/div>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-18_at_2.03.22pm.png\" height=\"498\" width=\"631\" class=\"center\" alt=\"screenshot_2024-04-18_at_2.03.22pm.png\" \/><\/div><p>&nbsp;<\/p>\n<div><em><strong>Tip:<\/strong>&nbsp; This may seem like a lot, but virtually all of these settings can be changed later: these are just a starting point.<\/em><br \/><\/div><br \/><div>Enter the <strong>name<\/strong> of the Course and set the <strong>duration<\/strong>.&nbsp; Duration can be in terms of days or steps.&nbsp;&nbsp;<a href=\"courses\/stepBased\" class=\"toArticle\">Learn more about step-based courses.<\/a><\/div><br \/><div><em><strong>Tip:<\/strong>&nbsp; The days vs. steps choice <strong>cannot<\/strong> be changed later, but you can clone the Course and set its copy to be either one.<\/em><\/div>&nbsp;<p>Set the&nbsp;<strong>item delivery<\/strong> to go out either in your \ntimezone or in the participant's timezone.&nbsp;Choosing the course \nparticipant's timezone means that the system will automatically adjust \nassignment times and due dates based on the timezone of that particular \ncourse participant.<\/p>\n<p>&nbsp;<\/p>\n<p>One caveat to this setting: When you have a <a href=\"groups\" class=\"toArticle\">Group<\/a> participating in your\n Course. Because members of a Group aren't necessarily all in the same timezone, the system will automatically treat Group Courses as always \nbeing in the coach's timezone.&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>Next, set the&nbsp;<a href=\"courses\/participations\/participantVisibility\" class=\"toArticle\">participant visibility<\/a>.&nbsp;<\/p>\n<p><br \/>If you allow clients to see how far they've progressed or the entire timeline, you can enable&nbsp;<a href=\"courses\/pages\" class=\"toArticle\">Course Pages<\/a>, which gives participants a central location to work through the Course material.<\/p>\n<br \/><p>Click <em>Create<\/em> to be taken to the <a href=\"courses\/building\" class=\"toArticle\">Course Builder<\/a>, wherein you'll design the flow of material and assignments in your Course.<\/p>","inAppPage":"home::Courses","searchTermSet":["Creating Courses",""],"reducedSearchTermSet":["creat cours"],"relatedTopicSet":[""],"ID":"466","ParentID":"102"},"groups\/settings\/basics":{"slug":"basics","slugPath":"groups\/settings\/basics","name":"Group Basics","article":"<div><\/div><p style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">Here you'll set the basic options for your group.<\/p>\n<p style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_3.59.08pm.png\" height=\"507\" width=\"790\" class=\"center\" alt=\"screenshot_2024-05-13_at_3.59.08pm.png\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2 style=\"font-weight:700;color:rgb(74,74,74);background-color:rgb(255,255,255);\"><strong style=\"font-weight:700;\">Group Name<\/strong><\/h2><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">The name of this group; fairly straightforward. Choose something easy to distinguish from your other groups.<br \/><\/div><div><br style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\" \/><\/div><h2 style=\"font-weight:700;color:rgb(74,74,74);background-color:rgb(255,255,255);\"><strong style=\"font-weight:700;\">Email Subject Prefix<\/strong><\/h2><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">In order to help you and your clients organize emails related to this group, you may have the system set a standard prefix to the subject line of all group emails sent. Here's what one would look like in a client's inbox (note the difference between the message sent from the group, and one not sent from the group).<\/div><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_4.02.05pm.png\" height=\"63\" width=\"829\" class=\"center\" alt=\"screenshot_2024-05-13_at_4.02.05pm.png\" \/><\/div><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">If you don't want emails from the group to have a particular prefix, leave this blank.<\/div><div><br class=\"Apple-interchange-newline\" \/><\/div><h2>Add Ons<\/h2><div>Here you can choose to enable two add ons to the group:<\/div><br \/><div><strong>Group Action Projects<\/strong> are a way to do project management with a group: a set of actions all pertaining to one larger goal, where each person has their own piece of the puzzle to get done.&nbsp;<a href=\"groups\/groupItems\/actionProjects\" class=\"toArticle\">More on Group Action Projects here.<\/a><\/div><br \/><div><strong>Group Whiteboards <\/strong>are a place where a group can collaborate on one document together, great for brainstorming.&nbsp;<a href=\"groups\/groupItems\" class=\"toArticle\"><\/a><div><a href=\"groups\/groupItems\" class=\"toArticle\">More on Group Whiteboards here.<\/a><\/div><a href=\"groups\/groupItems\" class=\"toArticle\"><\/a><\/div><div><a href=\"groups\/groupItems\" class=\"toArticle\"><\/a><div><a href=\"groups\/groupItems\" class=\"toArticle\"><\/a><\/div><a href=\"groups\/groupItems\" class=\"toArticle\"><\/a><\/div><br \/>","inAppPage":"","searchTermSet":["Group Basics","What are the basic group settings?","How do I change a group's name?","How do I change what group emails say?","Renaming a Group","How do I change the name of a Group?"],"reducedSearchTermSet":["group basic","what ar basic group set","_0 chang group' name","_0 chang what group email sai","renam group","_0 chang name group"],"relatedTopicSet":[""],"ID":"478","ParentID":"117"},"reflections\/videoTutorial":{"slug":"videoTutorial","slugPath":"reflections\/videoTutorial","name":"Video Tutorial","article":"<br \/><div>This video walks you through the steps of building and using Reflections, and is a suitable first stop in learning how to use them in your own style:<\/div><br \/><div><div class=\"embedMedia videowrapper\"><iframe src=\"https:\/\/player.vimeo.com\/video\/996876282?h=a1429c3a40\" frameborder=\"0\" allowfullscreen=\"true\"><\/iframe><\/div><br \/><\/div><br \/><div>Learn the ins and outs of all settings involved with <a href=\"reflections\/designing\" class=\"toArticle\">Designing Reflections<\/a>.<br \/><\/div>","inAppPage":"","searchTermSet":["Video Tutorial","Reflections video tutorial"],"reducedSearchTermSet":["video tutori","reflect video tutori"],"relatedTopicSet":[""],"ID":"537","ParentID":"530"},"clients\/inviting":{"slug":"inviting","slugPath":"clients\/inviting","name":"Inviting New Clients","article":"<div>When&nbsp;<a href=\"clients\/adding\" class=\"toArticle\">adding a new client<\/a>, you have the option to send a registration invite immediately. Simply check the box next to \"Send invite to CoachAccountable immediately\" in the <em>Add new Client<\/em>&nbsp;prompt.<\/div><div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_1.12.13pm.png\" height=\"783\" width=\"594\" class=\"center\" alt=\"screenshot_2024-02-28_at_1.12.13pm.png\" \/><\/div><div>If you don't choose to send an invite immediately, the <em>Invite<\/em> button will appear for the new client, there for whenever you (or the client) are ready:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_1.15.42pm.png\" height=\"571\" width=\"995\" class=\"center unrounded stroke\" alt=\"screenshot_2024-02-28_at_1.15.42pm.png\" \/><\/div><br \/><div>Clicking the <em>Invite<\/em>&nbsp;button brings up a window where you can edit the invitation email. You can edit the message as you please, but make sure that the [magicLink] remains.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_1.14.41pm.png\" height=\"507\" width=\"672\" class=\"center\" alt=\"screenshot_2024-02-28_at_1.14.41pm.png\" \/><\/div><br \/><div>You can customize your default invitation text by going to Settings &gt;&gt; <em>My Style<\/em> &gt;&gt; System <em>Message Templates <\/em>and choosing&nbsp;\"Invite New Client\" from the dropdown.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_1.19.07pm.png\" height=\"571\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-02-28_at_1.19.07pm.png\" \/><\/div><\/div>","inAppPage":"","searchTermSet":["Inviting New Clients","How do I send an invitation email to a client?","How do I invite a new client?","Can I invite a client after I've added them?","Where does a client go to create a username and password?","How does the client registration process work?","Why can't my client login?"],"reducedSearchTermSet":["invit new client","_0 send invit email client","_0 invit new client","can invit client after 've ad them","do client go creat usernam and password","client registr proce work","why can't client login"],"relatedTopicSet":["clients\/adding","settings\/messageTemplates"],"ID":"3","ParentID":"1"},"courses\/managing\/reassigningOwnership":{"slug":"reassigningOwnership","slugPath":"courses\/managing\/reassigningOwnership","name":"Reassigning Ownership","article":"<div>Like with other resources, Team Edition allows you to&nbsp;<a href=\"courses\/sharing\" class=\"toArticle\">share Courses with the other coaches in your organization<\/a>. Once a Course is shared, your coaches can then view and assign participants to that Course.<\/div><br \/><div>Sharing a Course does not allow your coaches to edit the Course. In order for another coach to edit a Course, that coach must be made the owner of that Course. By default, Courses are owned by their creator. &nbsp;<\/div><br \/><div>To reassign ownership for your Course, find it in your Courses listing and click on it to load it into the right panel.<\/div><br \/><div>In that right panel you'll see the button to reassign ownership (<span class=\"icon-reassign\">&nbsp;<\/span>).<\/div><img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-26_at_11.29.03AM.png\" height=\"531\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-26_at_11.29.03AM.png\" \/><div><br \/><\/div><div><em><strong>Warning:<\/strong> If you DON'T see the reassign ownership button, it's because you lack the administrative privilege to reassign ownership of team resources.<\/em><br \/><\/div><br \/><div>Clicking the button brings up the Reassign Ownership dialog.&nbsp; Simply choose the new owner, then click <em>Change Owner<\/em>&nbsp;to complete the reassignment:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-26_at_11.31.13AM.png\" height=\"342\" width=\"477\" class=\"center\" alt=\"Screenshot_2025-09-26_at_11.31.13AM.png\" \/><\/div><div>Once you reassign ownership from yourself to another coach, you lose the ability to edit that particular Course UNLESS you retake ownership of the Course in the same manner.<\/div><br \/><div>There is one possible gotcha here, and the system will warn you of it whenever it applies: if you're giving away ownership of an item that is NOT marked as shared with the team, you will NOT be able to retake ownership of it.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-26_at_11.32.19AM.png\" height=\"436\" width=\"455\" class=\"center\" alt=\"Screenshot_2025-09-26_at_11.32.19AM.png\" \/><\/div><div>So give away items that are private to the owner (i.e. NOT shared with the team) at your own risk!<\/div>","inAppPage":"home::Courses","searchTermSet":["Reassigning Ownership","How do I allow other coaches to edit a Course?","Why can't I edit a shared Course?","How do I let coaches change a Course?","How do I transfer ownership of a Course?","How do I reassign ownership of a Course?","How do I give another coach the ability to edit a Course?"],"reducedSearchTermSet":["reassign ownership","_0 allow other coach edit cours","why can't edit share cours","_0 let coach chang cours","_0 transfer ownership cours","_0 reassign ownership cours","_0 give anoth coach abil edit cours"],"relatedTopicSet":["courses\/sharing"],"ID":"112","ParentID":"468"},"general\/clientloveCA":{"slug":"clientloveCA","slugPath":"general\/clientloveCA","name":"Getting clients to love CA","article":"<div><div>CoachAccountable is designed to be a complete experience for coach and client, with the intended goal being to make the coaching relationship better for both parties. This comes with the assumption that coaches AND clients use the system. Due to a number of reasons: lack of familiarity, aversion to technology in general, the hesitance that comes with trying anything new, clients might not use the system as much as you'd like, or how you'd like.<\/div><br \/><div>Fortunately, we've noticed a number of things one can do that increases the likelihood that clients not only use the system, but embrace it and love it.<\/div><br \/><h2>Clients should know that you're a fan, a big fan<\/h2><div>To start, we've noticed that clients who take to the system do so because the coaches themselves are fans of the system. More importantly, these coaches communicate to the clients that using the system is an important part of their coaching experience. Some coaches even pitch CoachAccountable as an \"added bonus\" clients receive as part of their coaching program, and talk about the ease and convenience that online software will afford them.<\/div><br \/><div>There's something to be said about letting your clients know about the benefits of using software and how it'll make their lives easier.<\/div><br \/><div><a href=\"branding\" class=\"toArticle\">Setting up your branding<\/a>&nbsp;deals with this intrinsically. Branding the software as your own goes a ways into letting your clients know that your coaching + this software go hand-in-hand.<\/div><br \/><h2>Communicate HOW you want your clients to use the system<\/h2><div>Related to this, coaches should have an idea of how they'd like their clients to use the system, and be able to communicate this to their clients. Clarity is key here. If you expect clients to be more of an active user, one that makes their Actions, Worksheets, Metrics, and is active in Journaling, make that clear. If you expect clients to be more passive, only interacting with CA via the various notifications and email reminders that get sent out, that's fine as long as it's clearly communicated.<\/div><br \/><div>A bit can be said about selling the process here. For example, the more passive type of usage can be billed as a simple, time-friendly way to interact with the software. Many clients are busy, and this is the perfect way to improve results but also keep actual software usage time to a minimum.<\/div><br \/><div>Communicating that the system is important, as well as how to use it, can be done in many ways. Aside from your personal interactions via actual client calls, there are many opportunities within CA.&nbsp;<\/div><br \/><h3>Whiteboards<\/h3><div>Some coaches use a&nbsp;<a href=\"whiteboards\" class=\"toArticle\">Whiteboard<\/a>&nbsp;as a persistent reference.<\/div><br \/><h3>Welcome Screencast Video<\/h3><div>Some coaches record screencast videos of themselves as clients, clicking around the system and talking about the experience. None of this needs to be long -- the best ones are relatively short and to the point (videos less than 1 minute). <a href=\"https:\/\/blog.coachaccountable.com\/2021\/01\/making-a-welcome-screencast-for-new-clients\/\" target=\"_blank\">Here's a script and example video we created for you to help with the process.<\/a><\/div><br \/><h3>A Simple Course<\/h3><div><a href=\"courses\/starterkitCourses\" class=\"toArticle\">Starter Kit Courses<\/a>&nbsp;are also great for onboarding new clients so that they hit the ground running.<\/div><br \/><h2>Metrics, Metrics, Metrics<\/h2><div>Another important thing is to set up at least one or two&nbsp;<a href=\"metrics\" class=\"toArticle\">Metrics<\/a>&nbsp;for your clients. If you're not sure what to track, you can ask them. Metrics are important because they make progress real for your clients. Metrics basically take your coaching, and the impact that you make, and turn it into numbers that your clients see. This is exciting stuff and should be communicated to the clients as such. Clients should know that Metrics is a way of showing that the coaching that they're paying money for is having a tangible impact in their lives.&nbsp;<\/div><\/div><br \/><h2>Happenings Reports<\/h2><p><a href=\"stream\" class=\"toArticle\">The Stream<\/a>&nbsp;allows a client to view a record of their work within the system. It does its job well, but still requires the client to log in and actually click into the Stream tab.<br \/>Especially for clients that seem to interact with CA only via email, Happenings Reports can be a nice way of showing them their progress without logging in.&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>Having an automated email summary of what they've been up to can certainly be a delight.&nbsp;<a href=\"clients\/happeningsreports\" class=\"toArticle\">More on Happenings Reports here.<\/a><\/p>\n<br \/><div>Everything discussed above assumes a certain amount of proficiency in CoachAccountable -- in other words, knowing the tools that exist and how to use them. Understanding the system well and being able to communicate its benefits increases the likelihood clients embrace the system. If you'd like to increase your proficiency with the system, start with <a href=\"https:\/\/www.coachaccountable.com\/webinars\/setting-up-like-a-pro\" target=\"_blank\">this recorded webinar on Setting Up Your CoachAccountable Account Like a Pro.&nbsp;<\/a><\/div>","inAppPage":"","searchTermSet":["Getting clients to love CA","How do I get my clients to use the system?","My clients are not leveraging CoachAccountable, what do I do?","How do I increase client usage of the system?","My clients aren't logging in, what do I do?","How do I help clients take to the system?","How do I sell the system to clients?","My clients aren't using the system, how do I change this?"],"reducedSearchTermSet":["get client love ca","_0 get client us system","client ar not leverag coachaccount what","_0 increas client usag system","client aren't log in what","_0 help client take system","_0 sell system client","client aren't us system _0 chang thi"],"relatedTopicSet":["courses\/starterkitCourses"],"ID":"163","ParentID":"421"},"courses\/basics":{"slug":"basics","slugPath":"courses\/basics","name":"Course Settings","article":"<div>In a Course's Settings section, you'll find the tabs to manage the Basics, the Thumbnail, and the Description.<\/div><br \/><div><h2>Basic Settings<\/h2><\/div><div>In the Basics settings of your course you'll be able to view and change options that were set when originally <a href=\"courses\/building\" class=\"toArticle\">creating a course<\/a>.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursesettings-basics.png\" height=\"624\" width=\"1000\" class=\"center fullScreenshot\" alt=\"coursesettings-basics.png\" \/><\/div><br \/><br \/><div><strong>Name<\/strong>: You can see and update your Course's name here. Note that depending on the visibility settings, clients may see this name, so make sure it's descriptive and suitable for sharing.<\/div><br \/><div><strong>Duration<\/strong>: Change the number of days or steps that the Course is to go on for here.<\/div><blockquote><div><em><strong>Tip:<\/strong> You can also effectively change the duration from the Course Builder, by adding or removing days or steps.<\/em><\/div><\/blockquote><blockquote><div><em><strong>Tip:<\/strong> Note that you cannot change whether the Course is day-based or step-based in this way.&nbsp; To do so, instead you'll clone the entire Course and change the type as desired when cloning.<\/em><\/div><\/blockquote><div><strong>Due dates:<\/strong> Regarding time zones, the first option makes due dates based on your timezone, whereas the second option has due dates based the course participant's timezone. The second option means you do less math when thinking about due dates: a 3pm due date for a course item means 3pm for that participant, regardless of where in the world she is.<\/div><br \/><div>Please note that this setting does not apply to Groups; when a&nbsp;<a href=\"FAQs\/groupCourseTimeZones\" class=\"toArticle\">Group is in a Course<\/a>, the items will be due based the timezone of the coach who is assigning the Course.<br \/><br \/><strong>Visibility: <\/strong>In determining the visibility of this Course for your participants, you have three options:<\/div><div><ol><li><strong>Totally hidden from participants<\/strong><em> <\/em>means that participants don't know they're in a Course; only coaches know. The items delivered by the Course will still be visible as expected - Actions in their Actions area, Worksheets in the Worksheets area, and so on.<\/li><li><strong>Participants can see only as far as they've progressed<\/strong>&nbsp;means that participants can see they're in a Course, and can see what's already been delivered by the Course. They cannot see what's coming later on.<\/li><li><strong>Participants can see complete timeline<\/strong>&nbsp;means participants know they're in a Course, can see what's been delivered by the Course, AND can see the roadmap of what's coming up for the rest of the Course.&nbsp; This view of future items entails item names only: they cannot actually jump ahead and do the upcoming work or see the full content.&nbsp;<\/li><\/ol>\n<\/div><div><br \/><strong>Display progress meters: <\/strong>This enables a progress meter to show you and clients at a quick glance how far they are through the Course. This is only available for Courses that are visible to clients (select either the second or third option in the Visibility setting above).&nbsp;<\/div><br \/><div>Here's how a Course Progress Meter looks in a client's Courses area:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courses-progressmeter.png\" class=\"center\" alt=\"courses-progressmeter.png\" width=\"475\" height=\"358\" \/><\/div><br \/><div><strong>Enable Course Pages: <\/strong>This enables the ability for clients to have one central Course Page to work through the Course content.&nbsp;<a href=\"courses\/pages\" class=\"toArticle\">More on Course Pages and how to use them here.<\/a><\/div><br \/><div><strong>Sharing:<\/strong> If you're on&nbsp;<a href=\"teamEdition\" class=\"toArticle\">Team Edition<\/a>, you can choose whether to share the Course with other members of your organization, meaning they too can put their clients into the Course.<\/div><br \/><blockquote><div><em><strong>Tip:<\/strong>&nbsp; Even if shared, only you as owner of the Course are able to make edits to it.<\/em><br \/><\/div><\/blockquote><br \/><div>\n<h2>Course Thumbnail<\/h2><p>To give your Courses just a little more \nvisual flourish you can upload (or generate) a thumbnail for each.&nbsp; These will \nappear in the listing of all courses, as well as for your clients in \ntheir Courses tab (i.e. where they see the courses they are currently \nparticipating in and have participated in in the past).<\/p>\n<p>&nbsp;<\/p>\n<p>The image should be a square, 530px by 530px. Click \"Upload course thumbnail image...\" to upload it.\n<\/p>\n<p>&nbsp;<\/p>\n<p>Can\u2019t be bothered to find or make a pretty image?&nbsp; To make it super \neasy the system will generate one for you.&nbsp; Just pick a stock image, set\n any overlay text and any overlay color, and you\u2019re set!<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courses-thumbnailcontrols.png\" class=\"center\" width=\"527\" height=\"488\" alt=\"courses-thumbnailcontrols.png\" \/>&nbsp;<\/div><br \/><div><h2>Course Description<\/h2><\/div><div>You can create a description for your Course in the Description tab.&nbsp; This is used to give clients a preview when they are perusing the Courses you have&nbsp;<a href=\"courses\/availability\" class=\"toArticle\">made available to them<\/a>.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursesettings-description.png\" height=\"859\" width=\"866\" class=\"center\" alt=\"coursesettings-description.png\" \/><\/div><br \/>","inAppPage":"","searchTermSet":["Course Settings","Where can I change a course name?","Where can I change a course time zone?","How do I make the due dates from my perspective?","Where do I go to share a course with other team members?","Where do I alter the basics of a course?","How can I quickly add or remove days or steps from a Course?","How do I make more days or steps in a Course?","How do I change the duration of a Course?","How do I quickly change how long a Course is?","How do I add to the timeline of a Course?","How do I extend a Course schedule?","How can I schedule messages in advance?","How do I rename a Course?","How do I change the Course thumbnail image or picture?","How can I turn on progress bars for Courses?","Can Courses have progress meters?","How can I quickly see the completion of a Course?","What are Course thumbnails?"],"reducedSearchTermSet":["cours set","_0 chang cours name","_0 chang cours time zone","_0 make due date from perspect","_0 go share cours with other team member","_0 alter basic cours","_0 quickli add or remov dai step from cours","_0 make more dai or step in cours","_0 chang durat cours","_0 quickli chang long cours","_0 add timelin cours","_0 extend cours schedul","_0 schedul messag in advanc","_0 renam cours","_0 chang cours thumbnail imag or pictur","_0 turn on progr bar cours","can cours have progr meter","_0 quickli see complet cours","what ar cours thumbnail"],"relatedTopicSet":[""],"ID":"231","ParentID":"102"},"offerings\/setup\/pricing":{"slug":"pricing","slugPath":"offerings\/setup\/pricing","name":"Offerings Pricing","article":"<p style=\"border:0px;vertical-align:baseline;background-color:rgb(255,255,255);\">If you have an online payment processor by which CoachAccountable can accept payments on your behalf, you'll find the ability to set a price for your Offerings.<\/p>\n<p>&nbsp;<\/p>\n<p style=\"border:0px;vertical-align:baseline;background-color:rgb(255,255,255);\">Here is what the options for setting that up look like:<\/p>\n<div style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-28_at_8.05.30am.png\" height=\"785\" width=\"895\" class=\"center\" alt=\"screenshot_2024-05-28_at_8.05.30am.png\" \/><\/div>\n<p style=\"background-color:rgb(255,255,255);\">As you can see, Offerings pricing can be set in one of three ways:<\/p>\n<ul style=\"background-color:rgb(255,255,255);\">\n\t<li>Free, such as for a complimentary discovery call<\/li><li>One-time pricing, such as paying for a single session<\/li><li>Governed by <span style=\"background-color:rgb(255,255,255);text-align:left;\">an&nbsp;<\/span><a href=\"engagements\/engagementsWithOfferings\" class=\"toArticle\" style=\"background-color:rgb(255,255,255);text-align:left;\" target=\"_blank\">Offering Engagement<\/a>&nbsp;<ul><li><em>Note this option will appear only if you have an Engagement Template that entails an immediate invoice tied to the Offering.<\/em><\/li><\/ul>\n<\/li><\/ul>\n<p>\nYou'll note that there's the option to send an <strong>invoice receipt email<\/strong>\n to your new clients at the time of sign-up. This message is in addition to the Welcome email you may have set, so it's up to you to determine whether it makes sense to send two emails.<\/p>\n<p>&nbsp;<\/p>\n<h3>Storing Cards on File<\/h3><p><span style=\"background-color:rgb(255,255,255);\">If you're using Stripe or Square for your online payment processor, it's possible to store customer cards on file for future transactions.&nbsp; In that case, you can choose to either<\/span><span style=\"background-color:rgb(255,255,255);\">&nbsp;<\/span><span style=\"margin:0px;padding:0px;border:0px;vertical-align:baseline;font-weight:700;\">store the client's credit card<\/span><span style=\"background-color:rgb(255,255,255);\">&nbsp;or allow the client to choose whether the card should be stored for future purposes. You, as coach, are responsible for properly informing the client if you're storing their cards for future automatic billing.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span style=\"background-color:rgb(255,255,255);\">What about taxes when someone purchases an Offering?<\/span><\/h3><p><span style=\"background-color:rgb(255,255,255);\"><span style=\"background-color:rgb(255,255,255);\">You'd calculate the tax amount into the Offering price itself. Since t<\/span>he pricing for Offerings supports only a single price, there is no way to indicate tax portions.&nbsp;<br \/>&nbsp;<br \/>However, if you need to have taxes broken out as part of the invoices, there is a workaround: to have the price of an Offering governed by an Engagement that is part of it.&nbsp; This happens whenever an Offering entails an Engagement, the template for which implies an immediate invoice (i.e., that third option shown above).<br \/>&nbsp;<br \/>If you create a special-purpose Engagement Template for just this purpose to tie to a given Offering, you can define whatever line items AND a tax amount in that Engagement's Invoicing Plan, and that is how the invoice for the Offering will be generated.<br \/><\/span><\/p>","inAppPage":"offerings","searchTermSet":["Offerings Pricing",""],"reducedSearchTermSet":["offer price"],"relatedTopicSet":[""],"ID":"298","ParentID":"294"},"appointments\/sync\/outlook":{"slug":"outlook","slugPath":"appointments\/sync\/outlook","name":"Syncing to Microsoft Outlook","article":"<div>CoachAccountable supports full synchronization with Outlook calendars.\n<\/div><p>&nbsp;<\/p>\n<div>\nTo set this up as a coach, go to Settings &gt;&gt; Appointment Config &gt;&gt; Calendar Sync.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.38.28pm.png\" height=\"547\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.38.28pm.png\" \/><\/div>\n<p>&nbsp;<\/p>\n<div>\nClicking the \u201cSync with Outlook!\u201d button takes you to the login screen with your Microsoft account.&nbsp; Once logged in, you\u2019re presented with the ask to give CoachAccountable permission to sync with your calendar:<\/div>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_5.18.10pm.png\" height=\"725\" width=\"489\" class=\"center\" alt=\"screenshot_2024-04-17_at_5.18.10pm.png\" \/><\/div>\n<div>\nAssuming you click \u201cAccept\u201d, you\u2019ll be bounced back to CoachAccountable for the final step: choosing which (if any) calendar you\u2019d like CA to publish your coaching appointments to, and which calendar CA should read from to determine your precise availability.<\/div>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_5.20.13pm.png\" height=\"587\" width=\"679\" class=\"center\" alt=\"screenshot_2024-04-17_at_5.20.13pm.png\" \/><\/div>\n<div>\nAnd that\u2019s it!&nbsp; With just a few clicks you can be fully synced with your Outlook calendar in under a minute, and this includes accounts with Outlook.com, Office 365, and Outlook Exchange.\n<\/div><p>&nbsp;<\/p>\n<div>\nThis one-time setup to sync with your calendar is easy and useful for you as coach, AND is similarly available to your coaching clients.&nbsp; They\u2019ll find the same controls to sync with their calendar system of choice (Google, Outlook, or Apple iCal) in their My Account page, so let them know this is available as a quick one-time setup.<\/div><br \/><div>When clients sync their calendars, their appointments with you will automatically appear in their calendar. It's a great way to make the process of working with you even more frictionless, and easier to fit into their busy lives.<\/div>","inAppPage":"appointmentConfig::Calendar Sync","searchTermSet":["Syncing to Microsoft Outlook","Microsoft Outlook sync","Can I sync my Outlook calendar?","Does CoachAccountable integrate with Microsoft?","How do I import from Microsoft Outlook, Exchange, and 365?","How do I add Microsoft Outlook events to CoachAccountable?","How do I push Microsoft Outlook events into CoachAccountable?","How do I use Microsoft Outlook to block out times in CoachAccountable?","How do I input Microsoft Outlook events into the system?","How do I close off availability using Microsoft Outlook?","How do I add my appointments to Outlook?","How do I sync my appointments to Outlook?","How do I have my CoachAccountable appointments show up in Outlook?","How do I make my appointments show up in Outlook?","How do I account for my appointments in Outlook?"],"reducedSearchTermSet":["sync microsoft outlook","microsoft outlook sync","can sync outlook calendar","do coachaccount integr with microsoft","_0 import from microsoft outlook exchang and 365","_0 add microsoft outlook event coachaccount","_0 push microsoft outlook event into coachaccount","_0 us microsoft outlook block out time in coachaccount","_0 input microsoft outlook event into system","_0 close off avail us microsoft outlook","_0 add appoint outlook","_0 sync appoint outlook","_0 have coachaccount appoint show up in outlook","_0 make appoint show up in outlook","_0 account appoint in outlook"],"relatedTopicSet":[""],"ID":"319","ParentID":"318"},"appointments\/zoom\/alreadyscheduled":{"slug":"alreadyscheduled","slugPath":"appointments\/zoom\/alreadyscheduled","name":"Zoom for Already-Scheduled Appointments","article":"<p>If you didn\u2019t do so when originally scheduled, you can add a Zoom Meeting to already-scheduled Appointments.&nbsp; Just click to modify an&nbsp;<a href=\"appointments\" class=\"toArticle\">Appointment<\/a> and, <strong>so long as it\u2019s of a type that is set to 'Always' or 'Usually'<\/strong><strong>&nbsp;have a Zoom Meeting<\/strong> you\u2019ll find a button by which to do so:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_4.41.49pm.png\" height=\"700\" width=\"656\" class=\"center\" alt=\"screenshot_2024-04-17_at_4.41.49pm.png\" \/><\/div>\n<p>When modifying an already-scheduled appointment, you can see the corresponding Zoom Meeting that has been scheduled:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_4.40.49pm.png\" height=\"685\" width=\"662\" class=\"center\" alt=\"screenshot_2024-04-17_at_4.40.49pm.png\" \/><\/div>\n<p>Note the \u201cLocation\u201d field has been set to the exact URL by which you and your clients will be able to access the Meeting.<\/p>","inAppPage":"","searchTermSet":["Zoom for Already-Scheduled Appointments","I forgot to add a Zoom meeting to my appointment. What do I do?","Can I add a Zoom meeting to an appointment that is already scheduled?","Can I add a Zoom meeting later?"],"reducedSearchTermSet":["zoom alreadi schedul appoint","forgot add zoom meet my_appoint what","can add zoom meet appoint that alreadi schedul","can add zoom meet later"],"relatedTopicSet":[""],"ID":"347","ParentID":"344"},"reports\/coachTouchpoints":{"slug":"coachTouchpoints","slugPath":"reports\/coachTouchpoints","name":"Coach Touchpoints Report","article":"<div>The Coach Touchpoints report allows you to see, at a glance, how often you make contact with your clients (or for Team Edition, how often all your coaches do so). Here\u2019s how to set it up.<\/div><br \/><div>You\u2019ll find this in&nbsp;<a href=\"reports\" class=\"toArticle\">Reports<\/a>&nbsp;&gt;&gt; Coach Touchpoints.<br \/><br \/><h2>Generating a Touchpoints Report<\/h2><br \/><div>The real essence of a Touchpoints report is the date range you\u2019re interested in and what kinds of interactions you want to be included.&nbsp; Clicking on the \u201cInclude\u201d button reveals the types of interactions that you can choose from.<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_2.50.38_pm.png\" class=\"center fullScreenshot\" alt=\"screen_shot_2021-11-01_at_2.50.38_pm.png\" width=\"1000\" height=\"389\" \/><\/div><div>There are also a few less essential (but handy) settings to be found by clicking the gear icon:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_2.52.43_pm.png\" class=\"center fullScreenshot\" alt=\"screen_shot_2021-11-01_at_2.52.43_pm.png\" width=\"1000\" height=\"383\" \/><\/div><div>\n<br \/><\/div><div><div>For Team Edition accounts, you can choose to include secondarily-<a href=\"teamEdition\/pairing\" class=\"toArticle\">paired<\/a>&nbsp;clients (in addition to primary ones) when visualizing who coaches have (and haven\u2019t) been active with.<\/div><br \/><div>The \u201cGood if within\u201d and \u201cBad if over\u201d settings affect how things are color coded.&nbsp; Ultimately this report is meant to give a visual look into how often you are interacting with clients, and if it\u2019s frequent enough.<\/div><br \/><div>The resulting colorful graph will show trends in your interaction with clients, broken down by coach for Team Edition users, or just you if it\u2019s, well, just you.&nbsp; This can help you keep tabs on how you and\/or your coaches are doing, and who might need a little more rigor in their outreach and upkeep.<\/div><br \/><div>Let\u2019s take a look at one for a Team Edition account (solo coaches, scroll down to see an example of yours).<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_2.53.38_pm.png\" class=\"center\" alt=\"screen_shot_2021-11-01_at_2.53.38_pm.png\" width=\"998\" height=\"817\" \/><\/div><div><div>Notice the setup here: good within three days, bad if over five days. That means that all of these green dashes say \u201cgreat, this coach has been in contact with this particular client within three days\u201d, red ones say, \u201cwhoops, they were finally in contact but it was more than five days since their last connection\u201d, and yellow shows contacts that occurred between three and five days.<\/div><br \/><div>Also, notice the trails: they show the progression from \u201cwe\u2019re fine\u201d to \u201cnot so good, it\u2019s now been a while\u201d to \u201cyikes, we\u2019re really letting this client down, interaction-wise!\u201d<\/div><\/div><br \/><div><h2>Drill Down<\/h2><div>From here, you can hover over a date to see what particular interaction(s) occurred on that date.<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_2.56.20_pm.png\" class=\"center\" alt=\"screen_shot_2021-11-01_at_2.56.20_pm.png\" width=\"1000\" height=\"364\" \/><\/div><div><div>You can then click on the item in question (a&nbsp;<a href=\"worksheets\" class=\"toArticle\">Worksheet<\/a>,&nbsp;<a href=\"sessionNotes\" class=\"toArticle\">Session Note<\/a>, etc.) to view it.<\/div><br \/><h2>Added Bonuses<\/h2><div>In the example reports above, you might notice that certain coaches aren\u2019t interacting with certain clients at all. That might be an easy indication to update the coach\u2019s client pairings.<\/div><br \/><div>Also, perhaps you\u2019ve got a single coach account, rather than a Team Edition account. You can still use the Coach Touchpoints Report to track your own interactions with clients to see if you\u2019re delivering on your promises.&nbsp;<\/div><br \/><div>Here\u2019s how it looks for a single coach\u2019s account \u2013 notice you\u2019ll see the same indicators as far as \u201cit\u2019s been too long\u201d, \u201cpretty good\u201d, or \u201cgreat job.\u201d<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_2.56.20_pm.png\" class=\"center\" alt=\"screen_shot_2021-11-01_at_2.56.20_pm.png\" width=\"1000\" height=\"364\" \/><\/div><div>From here, you can use this data to help train and develop your coaches, give gentle nudges, proactively reach out to clients, and find reasons to acknowledge your coaches, too.<br \/><\/div>","inAppPage":"","searchTermSet":["Coach Touchpoints Report","How often do I contact my clients?","Can I see a report of what my coaches are doing?","What's a good way to view all my coaches' activities at once?","Are my coaches doing a good job?","What are good oversight tools for coaches?"],"reducedSearchTermSet":["coach touchpoint report","often contact client","can see report what coach ar do","what' good wai view all coaches' activ at onc","ar coach do good job","what ar good oversight tool coach"],"relatedTopicSet":["clients\/happeningsreports","reports\/engagement"],"ID":"403","ParentID":"235"},"companies\/engagements":{"slug":"engagements","slugPath":"companies\/engagements","name":"Company Engagements","article":"<div><\/div><p>You can put Companies into&nbsp;<a href=\"engagements\" class=\"toArticle\">Engagements<\/a>&nbsp;in order to:<\/p>\n<ul><li>Automatically&nbsp;<a href=\"clientInvoicing\" class=\"toArticle\">invoice<\/a>&nbsp;the Company on a regular basis<\/li><li>Track how much of a package the Company has used<\/li><li>Distribute the allocated&nbsp;<a href=\"appointments\" class=\"toArticle\">appointments<\/a>&nbsp;evenly over all coachees at a Company<\/li><\/ul>\n<div><h2>Company Engagement Setup<\/h2><p>Before you can use Company Engagements, you'll need to do a few things.<\/p>\n<ol><li>Enable both Companies and Engagements, if you haven't already. Do this by clicking on your headshot in the upper right &gt;&gt; My Account &gt;&gt; Add Ons.<\/li><li>Add a Company.&nbsp;<a href=\"companies\/adding\" class=\"toArticle\">Follow the steps in this article<\/a>&nbsp;to do so.<\/li><li>Recommended, but not required: Add at least one&nbsp;<a href=\"companies\/personnel\" class=\"toArticle\">Company Personnel<\/a>. This is especially necessary if someone at the company needs to receive and pay the invoices.<\/li><li>Recommended, but not required:&nbsp;<a href=\"engagements\/templates\" class=\"toArticle\">Create an Engagement Template.<\/a><\/li><\/ol>\n<p>On your Companies list, you'll see that each Company has a handshake icon next to the Manage button (gear icon). Click the handshake icon to start.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-30_at_1.56.52PM.png\" height=\"345\" width=\"613\" class=\"center\" alt=\"Screenshot_2025-09-30_at_1.56.52PM.png\" \/>&nbsp;&nbsp;<p><em>Note: For Team Edition accounts, find Companies at the bottom of the left side menu on your Team Administration page. For single coach accounts, find it at the bottom of the left side menu on your home dashboard page.<\/em><\/p>\n<p>&nbsp;<\/p>\n<p>Click <strong>+ Engagement,<\/strong> then choose one of your templates from the dropdown as a starting point, and <strong>Set it up<\/strong>.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-30_at_2.29.27PM.png\" height=\"572\" width=\"746\" class=\"center\" alt=\"Screenshot_2025-09-30_at_2.29.27PM.png\" \/>\n\n<p>&nbsp;<\/p>\n<p>You'll have the same Engagement settings as you do for an individual client (<a href=\"engagements\/templates\" class=\"toArticle\">find an in-depth walkthrough here<\/a>), with a few notable additions.<\/p>\n<h3>&nbsp;<\/h3><div><h3>Basics Tab<\/h3><p><strong>Including<\/strong><\/p>\n<p>Use this to apply the Engagement to all clients in a Company, or to just some. If this is set to \"everyone\", any new clients who are added to the Company will automatically become part of this Engagement.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Per-Client Limit<\/strong><\/p>\n<p>This allows you to require a more even distribution of appointments or hours. Without anything here, one client at the company can potentially book far more than others. When defined, though, it will limit each person to only being able to book <em>up to<\/em> a certain number of appointments or hours out of the full allocation.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Managing Personnel<\/strong><\/p>\n<p>This determines who at the company should <strong>receive notifications<\/strong> about this particular Engagement. Note that this does not change the recipient of company invoices; that is done at the level of the Company as a whole (adjust who's responsible for receiving invoices by editing the settings for an individual Personnel).<\/p>\n<p>If the company has a credit card on file, that card will be automatically billed at the time(s) set by the Engagement, and the&nbsp;<a href=\"companies\/personnel\" class=\"toArticle\">Personnel who is set to receive company invoices<\/a>&nbsp;will be sent a receipt.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Personnel Visibility<\/strong><\/p>\n<p>Replacing \"client visibility\" for an individual client's Engagement, this sets the level of visibility you'd like Personnel to have into the Engagement's progress. This applies to both the managing Personnel for this Engagement and any other Personnel who receive access to seeing Company Engagements.<\/p>\n<p>\"Totally hidden from Personnel\" means just that (the Engagement will be invisible to all Company Personnel), and the only difference between the other two is whether or not the <em>invoicing<\/em> should be visible to Personnel.<\/p>\n<p>&nbsp;<\/p>\n<h3>Notifications Tab<\/h3><p>You'll see that the two parties who can be notified for a Company Engagement are the coach and the company (rather than coach and client). The managing personnel you set back on the Basics tab will be the one to receive these notifications on behalf of the company.<\/p>\n<p>&nbsp;<\/p>\n<p>Note that for&nbsp;<a href=\"engagements\/engagementNotificationTemplate\" class=\"toArticle\">Schedule Nudges<\/a>, these will be sent when no future appointments are scheduled for <em>anyone<\/em> in the Company Engagement.<\/p>\n<p>&nbsp;<\/p>\n<h2>Viewing Company Engagements<\/h2><p>You'll notice that on each Company's page, you now have an Engagements tab. Here, you can view and manage any current Engagements, create additional ones, or schedule future ones.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-30_at_2.35.48PM.png\" height=\"452\" width=\"891\" class=\"center\" alt=\"Screenshot_2025-09-30_at_2.35.48PM.png\" \/><\/div>When managing Personnel, you'll also see the Engagements visibility setting in each person's <em>Permissions<\/em> area.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-30_at_2.27.18PM.png\" height=\"475\" width=\"765\" class=\"center\" alt=\"Screenshot_2025-09-30_at_2.27.18PM.png\" \/><\/div><div>Decide whether each Personnel should have no visibility into the company's Engagements, view only the ones for which they are the managing Personnel, or view all of their company's Engagements.&nbsp;<\/div><br \/><div>Keep in mind that this visibility will also be affected by what you've set in the <em>Basics<\/em> tab of the Engagement setup. For example, if Jaclyn is allowed to see all the Company Engagements, but for a particular Engagement we've set the visibility to \"Totally hidden,\" Jaclyn won't see that particular Engagement.<br \/><\/div><br \/><div>\n<p>Let's take a look at what the Personnel can see.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-30_at_2.37.03PM.png\" height=\"537\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-30_at_2.37.03PM.png\" \/>Note the <em>Engagements<\/em> item in the left side menu. This item will hide itself if there are no Company Engagements, or none that this particular Personnel can see.<\/div>","inAppPage":"","searchTermSet":["Company Engagements","How do I set up Engagements for a Company?","How do I send a series of invoices to a Company?","How can I let supervisors know they're almost done with a package?","How many appointments has a given company booked?","How many appointments were cancelled, and how many actually occurred?","How many hours of coaching have accrued for a company?","How can I set up a subscription for the companies I work with?","How do I create automatic monthly payments for a Company?","How can I track what my corporate client has paid for vs. what they used?","How can I set up recurring billing for a Company?","How can I set up reocurring payments for a Company?","Can I create recurring invoices for a Company?","How do I set repeating invoices for a Company","Does CoachAccountable allow membership payments?","How do I set up a Company membership?","How do I schedule future invoices for a Company?"," Company Engagements"],"reducedSearchTermSet":["compani engag","_0 set up engag compani","_0 send seri invoic compani","_0 let supervisor know they'r almost done with packag","mani appoint ha given compani book","mani appoint were cancel and actual occur","mani hour coach have accru compani","_0 set up subscript compani work with","_0 creat automat monthli payment compani","_0 track what corpor client ha paid v thei us","_0 set up recur bill compani","_0 set up reocur payment compani","can creat recur invoic compani","_0 set repeat invoic compani","do coachaccount allow membership payment","_0 set up compani membership","_0 schedul futur invoic compani","compani engag"],"relatedTopicSet":["engagements","companies","companies\/personnel","clientInvoicing","appointments"],"ID":"454","ParentID":"422"},"groups\/settings\/participation":{"slug":"participation","slugPath":"groups\/settings\/participation","name":"Group Participation","article":"<div><\/div><p style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">In the Participation tab of a Group's Settings, you have many options to assist with the experience of your group members.<\/p>\n<div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_4.03.47pm.png\" height=\"974\" width=\"849\" class=\"center\" alt=\"screenshot_2024-05-13_at_4.03.47pm.png\" \/><\/div><div><br style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\" \/><\/div><h2 style=\"font-weight:700;color:rgb(74,74,74);background-color:rgb(255,255,255);\">Client Member Settings<\/h2><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">Set whether clients should view and participate in this group.&nbsp;<\/div><div><br style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\" \/><\/div><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">If this is truly a group experience, clients should be able to view and participate in this group. On the other hand, if you are using this group solely for your own use, to organize clients or assign items in bulk, choose to&nbsp;<em>not&nbsp;<\/em>allow their participation by unticking this box.<\/div><div><br style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\" \/><\/div><h2 style=\"font-weight:700;color:rgb(74,74,74);background-color:rgb(255,255,255);\">Allowed Behaviors<\/h2><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">If you enable clients to view and participate in this group, you can determine at a granular level what clients are allowed to do when interacting within the Group.&nbsp;<\/div><div><br style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\" \/><\/div><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\"><span style=\"text-decoration:underline;\">Comment on group happenings<\/span>&nbsp;- If checked, this lets client members post comments on items in the Group Stream.<\/div><div><br style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\" \/><\/div><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\"><span style=\"text-decoration:underline;\">Post messages to the group<\/span>&nbsp;- This lets client members&nbsp;<a href=\"groups\/groupItems\/messages\" class=\"toArticle\" style=\"text-decoration:underline;color:rgb(108,156,49);\">message the group<\/a>.<\/div><div><br style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\" \/><\/div><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\"><span style=\"text-decoration:underline;\">Send private messages to other group members<\/span>&nbsp;- Enabling this allows client members to message other group members directly. Note that these messages are&nbsp;<em>not&nbsp;<\/em>recorded anywhere within CoachAccountable for later reference; they truly are private messages.<\/div><div><br style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\" \/><\/div><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\"><span style=\"text-decoration:underline;\">Share items from their Stream with the group<\/span>&nbsp;- Checking this option will allow client members to share any items that they'd completed on their own, outside the group (<a href=\"journalEntries\" class=\"toArticle\" style=\"text-decoration:underline;color:rgb(108,156,49);\">journal entries<\/a>,&nbsp;<a href=\"worksheets\" class=\"toArticle\" style=\"text-decoration:underline;color:rgb(108,156,49);\">worksheets<\/a>, and more). To do so, they can click the&nbsp;<em>Share<\/em>&nbsp;button found on any item in their individual Stream.<\/div><div><br style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\" \/><\/div><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\"><span style=\"text-decoration:underline;\">Create Group Actions, Metrics, Worksheets, Whiteboards<\/span>&nbsp;- This lets client members create and assign Actions, Metrics, Worksheets, and Whiteboards&nbsp;<em>for the rest of the group<\/em>. These settings do not affect what clients can do in their own Streams, but rather what they can do in the Group Stream.<\/div><div><br style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\" \/><\/div><h2 style=\"font-weight:700;color:rgb(74,74,74);background-color:rgb(255,255,255);\"><strong style=\"font-weight:700;\">Display Options<\/strong><\/h2><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">To adjust the degree of anonymity amongst group members, you have several options regarding how names are displayed. Many coaches opt for some level of anonymity to keep clients focused on the group interaction.<\/div><div><br style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\" \/><\/div><h2 style=\"font-weight:700;color:rgb(74,74,74);background-color:rgb(255,255,255);\">Default Client Settings<\/h2><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">Each client has the ability to choose their own notification settings about the group. This item allows you to set what the default should be (which the clients can then change if desired).<\/div><div><br style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\" \/><\/div><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">Subscribing to Messages posted to the group means that the client will receive all messages from other group members via email immediately.<\/div><div><br style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\" \/><\/div><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">Subscribing to Comments posted to the group means that the client will receive all comments from other group members via email immediately.<\/div><div><br style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\" \/><\/div><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">Clients can update these for themselves within the Group by clicking <em>Membership Preferences... <\/em>from the left side menu.<\/div><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_4.08.36pm.png\" height=\"256\" width=\"386\" class=\"center\" alt=\"screenshot_2024-05-13_at_4.08.36pm.png\" \/><\/div><div style=\"background-color:rgb(255,255,255);\"><p><span style=\"font-size:15px;font-weight:normal;\">If you're concerned about group members being annoyed by too much chatter, enable&nbsp;<\/span><a href=\"groups\/settings\/activityDigests\" class=\"toArticle\" style=\"font-weight:normal;\">Group Activity Digests<\/a><span style=\"font-size:15px;font-weight:normal;\">&nbsp;for your group.<\/span><\/p>\n<br \/><\/div>","inAppPage":"","searchTermSet":["Group Participation","How do I change the group email frequency?","Can my group members get fewer messages?","Can I make an admin-only group?","How can I organize Group related emails?","How can I make a Group private?","How can I let clients participate in a group?","Share Stream with Group","Share items from Stream with Group","How do I prevent clients from commenting in a Group?","How can clients share something they're working on in the Group?","Can clients add an item from their individual Stream to the Group?","How do I prevent clients from creating Group Actions, Metrics, and Worksheets?","How can I modify the way client names are displayed in a group?","How can I edit default Group notifications?","Are there group permissions?","Share Stream with Group","Share items from Stream with Group"],"reducedSearchTermSet":["group particip","_0 chang group email frequenc","can group member get fewer messag","can make admin onli group","_0 organ group relat email","_0 make group privat","_0 let client particip in group","share stream with group","share item from stream with group","_0 prevent client from comment in group","_1 share someth they'r work on in group","can client add item from their individu stream group","_0 prevent client from creat group action metric and worksheet","_0 modifi wai client name ar displai in group","_0 edit default group notif","ar there group permiss","share stream with group","share item from stream with group"],"relatedTopicSet":[""],"ID":"479","ParentID":"117"},"reflections\/designing":{"slug":"designing","slugPath":"reflections\/designing","name":"Designing Reflections","article":"<div>You can place a Reflection in almost every context that you're \ncomposing with the CA WYSIWYG editor.&nbsp; To insert a Reflection, click the\n mirror icon found near the right side of the WYSIWYG toolbar:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/reflections-wysiwygbutton.png\" height=\"57\" width=\"772\" class=\"center\" alt=\"reflections-wysiwygbutton.png\" \/><\/div><div>(Clients\n aren't able to design Reflections.&nbsp; To them, Reflections are completely\n transparent: they see only the end result of reflecting back their \nanswers as you've designed in whatever context.)<\/div><br \/><div>There are four parts to the design of a Reflection:<\/div><div><ol><li>What to Reflect (as in what responses, or data from which Metrics, by the scheme of&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/FAQs\/namedDataFields\" class=\"toArticle\" target=\"_blank\">named inputs<\/a>)<\/li><li>Which\n responses should be reflected (for questions that are asked serially \nover time and Metric data points, you can choose to reflect e.g. the \nfirst ever, the most recent, the last 4, etc.)<\/li><li>How responses \nshould be \nreflected (styling, surrounding content like \"Last week you said...\" and\n formatting of responses as consisting of numbers, comments and dates).<\/li><li>Handling\n when responses are missing (including the option to skip altogether or \ndisplay alternate content, and what responses should be counted as \nmissing, such as a zero or \"None\")<\/li><\/ol>\n<\/div><br \/><h2>What to Reflect<\/h2><div>The first and most \nimportant part of a Reflection is what to Reflect, i.e. data from which \nnamed data field should be inserted.&nbsp; Reflection responses can be either\n answers typed into&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/worksheets\" class=\"toArticle\" target=\"_blank\">Worksheets<\/a> (usually provided by clients, but this also includes what coach might have typed in when filling out&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/sessionNotes\/templates\" class=\"toArticle\" target=\"_blank\">Form-Based Session Notes<\/a>) or data points from client <a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/metrics\" class=\"toArticle\" target=\"_blank\">Metrics<\/a>.<\/div><br \/><div>For\n responses that are to come from a Worksheet, your choice of what to \nreflect should match the input name for a given input in a Form-Based \nWorksheet.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/reflections-namingaforminput.png\" height=\"202\" width=\"665\" class=\"center\" alt=\"reflections-namingaforminput.png\" \/><\/div><br \/><div>For\n responses that are to be Metric data points, your choice of what to \nreflect should match the \"Pipe in values for:\" setting for a Metric.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/reflections-pipeintometricjobsatisfaction.png\" height=\"284\" width=\"416\" class=\"center\" alt=\"reflections-pipeintometricjobsatisfactio\" \/><\/div><br \/><div>The\n drop down menu of options offered here is collected from the named \ninputs found within your Worksheet Templates, your Session Templates, \nand the \"pipe in from...\" values of your Metric Templates.&nbsp; You may as \nwell freely type in an input name that you know will be in use later, \nbut these options are usually a good guide for being certain they line \nup (which is a good thing, for they must be an exact match in order for \nReflection responses to be actually found!).<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/reflections-stepwhatinputnameselect.png\" height=\"325\" width=\"480\" class=\"center\" alt=\"reflections-stepwhatinputnameselect.png\" \/><\/div><br \/><h2>Which Responses Should be Reflected<\/h2><div>Responses often come in a series.<\/div><br \/><div>For\n example, you might have a pre-session Worksheet for your weekly \nappointments that asks clients \"Is there anything specifically that want\n to make sure we cover in our next session?\"&nbsp; Every week, your client \nwill be generating a new response to this question, and those will \naccumulate.<\/div><br \/><div>Likewise, a weekly Metric tracking \nsales for the week effectively amounts to generating a new response to \nthe question \"What were your sales last week?\" every time your client \nreports their number (and possibly comment).<\/div><br \/><div>So\n with these series of responses, the \"Which\" part of designing a \nReflection ask which one of the series you'd like to reflect.&nbsp; You've \ngot a few options to specify this:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/reflections-stepwhichoptions.png\" height=\"351\" width=\"604\" class=\"center\" alt=\"reflections-stepwhichoptions.png\" \/><\/div><div>Some\n of the options imply Reflecting a multitude of responses.&nbsp; When chosen,\n you'll see an option to choose how those are sorted, be it \nchronologically, numerically, or alphabetically.<\/div><br \/><h2>How Responses Should be Reflected<\/h2><div>Raw\n responses themselves have a date (i.e. when it was collected), a text \nvalue (i.e. a free-form written answer, or comment on a Metric data \npoint), and possibly a number value (i.e. a point value associated with a\n given answer or the number for a Metric data point).<\/div><br \/><div>The\n \"How\" part of a Reflection lets you define how you'd like those \nresponses to be formatted.&nbsp; This includes two options of styling (should\n it be in the standard \"answer\" color, and should it have a box around \nit?), and any surrounding text or other content.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/reflections-stephowcontrols.png\" height=\"589\" width=\"611\" class=\"center\" alt=\"reflections-stephowcontrols.png\" \/><\/div><br \/><div>Note\n as well that the template of a Reflection can have content that is \nitself significant BEYOND the substance of the responses themselves.&nbsp; \nFor example, in the above the template outputs the text value of \nresponse, followed by a Form Item that allows commentary on that earlier\n response.&nbsp; This means the question (of that form item) is only \npresented when the response for the Reflection exists.<br \/><\/div><br \/><div>Note the magic tags which collectively make up the ways you're able to reflect a given response:<\/div><div><ul><li><strong>textValue<\/strong>: The text of the response.&nbsp; For Worksheets, this is as entered. For Metrics, this is the comment on the data point.<\/li><li><strong>numberValue<\/strong>:\n The numeric value associated with the response.&nbsp; For Worksheets, this \nis an inferred numeric value, whether typed directly or otherwise \nindicated.&nbsp; For Metrics, this is the number value for the data point.<\/li><li><strong>dateOf<\/strong>: The date of the response formatted in with the day of the week, e.g. \"Tuesday May 10th\"<\/li><li><strong>dateOfMDY<\/strong>: The date of the response formatted as MM\/DD\/YY, e.g. \"<span style=\"text-align:left;\">5\/10\/24\"<\/span><\/li><li><span style=\"text-align:left;\"><strong>relativeDateOf<\/strong>:\n The date of the response relative to when the reflection is occurring, \nsuch as \"Tuesday\", \"last Tuesday\", \"15 days ago\" or \"4 weeks ago\".<\/span><\/li><li><span style=\"text-align:left;\"><strong>IF textValue<\/strong>:\n Content to insert when there's a text value with part of the response \nand not just a number (this is very handy for reflecting Metric data \npoints, wherein the number is guaranteed but a comment is not).<br \/><\/span><\/li><\/ul>\n<\/div><div>\n<br \/><div>If in the preceding \"Which\" step you chose to \nreflect a multitude of responses, you can define the template to use for\n each response as well as how you'd like them to be combined together \n(e.g. a comma-separated or bulleted list).<\/div><br \/><\/div><br \/><h2>Handling When Responses are Missing<\/h2><div>Sometimes\n a client is just getting started, or they didn't report last week, or \nthey indicated an answer that doesn't count, such as a zero or \"N\/A\".<\/div><br \/><div>Whatever the reason, you can tell CA what to display for the Reflection when the called-for responses just aren't there.<\/div><br \/><div>For example, you can choose to not insert anything at all, or you can choose to insert some alternate content.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/reflections-stepwhenmissingcontrols.png\" height=\"395\" width=\"618\" class=\"center\" alt=\"reflections-stepwhenmissingcontrols.png\" \/><\/div><br \/><div>Here\n you can also indicate which (if any!) answers should effectively be \ntreated as missing, such as \"N\/A\", or \"Nothing\".&nbsp; CA will accordingly \nfilter those out so that they are not reflected in the usual way.&nbsp; Such \nnot-meaningful values are case insensitive, and the presence or absence \nof periods are ignored (e.g. a typed response of \"none.\" will match \n\"None\" and thus be filtered out).<\/div><br \/><br \/><h2>Bringing It All Together<\/h2><div>When\n the what, the which, the how, and the when (missing) are all defined, \nthe Reflection is ready!&nbsp; The Summary section lets you see this all at a\n glance, and jump back to whichever sections you like to make further \nedits:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/reflections-stepsummary.png\" height=\"957\" width=\"972\" class=\"center\" alt=\"reflections-stepsummary.png\" \/><\/div><br \/><div>Click\n the \"Finish\" button to insert it as part of your Worksheet Template, \nWhiteboard, Session Notes Template, or Course Page content and CA will \ndo the rest when that template content is put into play for a given \nclient.<\/div>","inAppPage":"","searchTermSet":["Designing Reflections",""],"reducedSearchTermSet":["design reflect"],"relatedTopicSet":[""],"ID":"536","ParentID":"530"},"courses\/building":{"slug":"building","slugPath":"courses\/building","name":"Building Courses","article":"<div>\n<span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">The substance and structure of your Course gets built in the Course Builder.<\/span><\/div><br \/><div><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">Here's what it looks like when you first get started:<\/span><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_1.47.56pm.png\" height=\"665\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-01_at_1.47.56pm.png\" \/><\/div><div>There's a lot going on here, so let's consider some of the parts individually.<\/div><br \/><div>First is the left side menu:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_1.48.39pm.png\" height=\"220\" width=\"254\" class=\"center\" alt=\"screenshot_2024-05-01_at_1.48.39pm.png\" \/><\/div><div>It allows you to toggle between the Schedule area (where you design the course content) and the Basics area (where you can view and update the <a href=\"courses\/basics\" class=\"toArticle\">basic course settings<\/a>).<\/div><br \/><div>Immediately below that you'll find the Navigate menu:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/navigate.png\" height=\"549\" width=\"268\" class=\"center\" alt=\"navigate.png\" \/><\/div><div>This allows you to quickly jump to a particular day (or step) of the Course, simply by clicking on the number.&nbsp; As you build your course, the numbers will be augmented by circles to indicate the presence of one or more items on that day (or step), like so:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_1.53.16pm.png\" height=\"229\" width=\"260\" class=\"center\" alt=\"screenshot_2024-05-01_at_1.53.16pm.png\" \/><\/div><div>Darker circles for a given number mean there are more items on that day (or step), thus making the navigate menu a nice at-a-glance overview of how the content of your course is laid out.<\/div><br \/><div>Next, on the right side you'll see the Course Builder Tools:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_1.53.42pm.png\" height=\"583\" width=\"180\" class=\"center\" alt=\"screenshot_2024-05-01_at_1.53.42pm.png\" \/><\/div><div>The most important part here are the big item buttons.&nbsp; You build the content and structure of your Course by dragging and dropping these items onto the timeline:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_1.59.39pm.png\" height=\"613\" width=\"858\" class=\"center\" alt=\"screenshot_2024-05-01_at_1.59.39pm.png\" \/><\/div><div>Double click on any one of these item buttons for details of how they work in a Course.<br \/><\/div><br \/><div>You can extend the overall length of the Course by dragging the +Day (or +Step button) onto the timeline, like so:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_2.02.20pm.png\" height=\"628\" width=\"862\" class=\"center\" alt=\"screenshot_2024-05-01_at_2.02.20pm.png\" \/><\/div><div>Days that are inserted between existing days will correspondingly push all subsequent items down (e.g. inserting a new day before Day 2 means any Day 2 items will now be on Day 3).<\/div><br \/><div>Let's now turn our attention to this curious control:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_2.03.17pm.png\" height=\"79\" width=\"184\" class=\"center\" alt=\"screenshot_2024-05-01_at_2.03.17pm.png\" \/><\/div><div>This appears when building a Day-based course.&nbsp; In practice, you'll be able to start your clients on a course on whatever day you like, and your client's Day 1 will be that start date.<br \/><\/div><br \/><div>But while building, to help you <em><strong>visualize<\/strong><\/em> when things will actually get assigned (and see how the days of the course will overlay onto weekdays and weekends), the timeline displays dates <em><strong>as if<\/strong><\/em>\n the Course started on some specific day.<\/div><br \/><div>You can see these real calendar date overlays on the center portion of the timeline:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_2.05.21pm.png\" height=\"480\" width=\"491\" class=\"center\" alt=\"screenshot_2024-05-01_at_2.05.21pm.png\" \/><\/div><br \/><div>This \"AS IF the course started\" date defaults to whenever day you \ncreated the Course, but you can change it whenever using this date picker.<\/div><div><strike><br \/><\/strike><\/div><div><em><strong>Tip:<\/strong> Changing this \"AS IF\" date will have no effect on participants in the course, either those currently in progress or future.<\/em><br \/><p>&nbsp;<\/p>\n<p>If you'd like this Course to always start on a particular day of the \nweek, such as for the purpose of avoiding weekends, use the checkbox for\n <strong>\"Should always start on a...\"<\/strong> and choose the day of choice from the menu:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_2.09.17pm.png\" height=\"315\" width=\"192\" class=\"center\" alt=\"screenshot_2024-05-01_at_2.09.17pm.png\" \/><\/div><div>\n<p>&nbsp;<\/p>\n<p>The \"<strong>collapse all items<\/strong>\" link will quickly toggle all items in the timeline to a minified view, making it easy to see the big picture of the flow of items you have in your timeline:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_2.10.57pm.png\" height=\"1085\" width=\"939\" class=\"center\" alt=\"screenshot_2024-05-01_at_2.10.57pm.png\" \/>\n<p>&nbsp;<\/p>\n<p>Also only relevant to Day-based courses, the final item in this collection is the following checkbox:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_2.11.46pm.png\" height=\"41\" width=\"139\" class=\"center\" alt=\"screenshot_2024-05-01_at_2.11.46pm.png\" \/>\n<p>If you're planning on ever having a Group be a participant in this Course for a Group, you can check this box.&nbsp; Doing so means certain group-specific settings will be visible when configuring your course items.<\/p>\n<p>&nbsp;<\/p>\n<p>If you only intend to have individual clients doing your Course, leaving this unchecked is a great idea, for it allows you to skip certain settings that won't be relevant.&nbsp; (And, like virtually everything else about a Course, you can always change your mind later!)<\/p>\n<\/div><br \/><h2><span style=\"font-weight:normal;\">Adding Items to the Course<\/span><\/h2><p><span style=\"font-weight:normal;\">Once you're familiar with the basics of the course builder, you're ready to start adding actual content to your course.&nbsp; You can put any of the following into the Course timeline:&nbsp; <\/span><a href=\"courses\/building\/actions\" class=\"toArticle\">Actions<\/a>, <a href=\"courses\/building\/metrics\" class=\"toArticle\">Metrics<\/a>, <a href=\"courses\/building\/worksheets\" class=\"toArticle\">Worksheets<\/a>, <a href=\"courses\/building\/files\" class=\"toArticle\">Files<\/a>, <a href=\"messaging\" class=\"toArticle\">Messages<\/a>, and <a href=\"courses\/building\/whiteboards\" class=\"toArticle\">Whiteboards<\/a>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight:normal;\">Let's add a Course Action. Click and drag the Action button over to Day One. From here, the process mirrors that of setting up an Action for an individual client:<\/span><\/p>\n<p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_2.13.04pm.png\" height=\"413\" width=\"731\" class=\"center\" alt=\"screenshot_2024-05-01_at_2.13.04pm.png\" \/><span style=\"font-weight:normal;\">\n<\/span><\/p>\n<p><span style=\"font-weight:normal;\">You'll indicate what the Action is, and instead of choosing an absolute date and time for it to be due, you'll select a relative number of days your client should have to do it.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight:normal;\">If applicable, the Action can be part of an&nbsp;<\/span><a href=\"actions\/projects\" class=\"toArticle\">Action Project<\/a>.&nbsp; If so, just click the \"Project...\" link, and you can set the name of the Project this Action should be part of.<span style=\"font-weight:normal;\"><br \/>&nbsp;<br \/><\/span><span style=\"font-weight:normal;\">Just like for all Course items, you can opt to have the system send an email notification about it, in this case, to let your client know the Action has been assigned.&nbsp; Check the \"Send notification of this Action\" checkbox to reveal the following:<\/span><\/p>\n<p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_2.13.42pm.png\" height=\"441\" width=\"709\" class=\"center\" alt=\"screenshot_2024-05-01_at_2.13.42pm.png\" \/><span style=\"font-weight:normal;\">\n<\/span><\/p>\n<p><span style=\"font-weight:normal;\">The default verbiage is generally fine, but you can customize it however you like.&nbsp; The magic links below are clickable for easy insertion into your message.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight:normal;\">By clicking the \"Enable formatting\" button at the bottom, you can access the complete WYSIWYG tools to create a message that is more than plaintext.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>When you've got everything set as you like, click <em>Save, <\/em>and the Course Action is added to Day 1 on the timeline. This Course Action will be assigned at 9:00 a.m. on Day 1 of the Course. If we add a Course participant at any time after 9:00 a.m., the Course Action will be delivered immediately.<\/p>\n<p>&nbsp;<\/p>\n<p>Here's how it looks on the timeline:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_2.16.02pm.png\" height=\"770\" width=\"753\" class=\"center\" alt=\"screenshot_2024-05-01_at_2.16.02pm.png\" \/><\/div><div>Note how, in addition to the item itself on Day 1, the reminders and the \n due date we've set also appear (in this case, on Days 3 and 4, respectively). This allows a visual sense of the course's flow, including how often clients are apt to get emails. Looking this over is a good way to ensure we're not setting up a course that will be overwhelming\u2014you might pare down or spread out reminders accordingly.&nbsp;\n<\/div><p>&nbsp;<\/p>\n<h2>Managing Course Items<\/h2><p>Once created, you've got several ways to manage and modify your course items further.&nbsp; Hover over any item to see a menu of icons in the upper right:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_2.16.57pm.png\" height=\"178\" width=\"730\" class=\"center\" alt=\"screenshot_2024-05-01_at_2.16.57pm.png\" \/><\/div>\n<p>&nbsp;<\/p>\n<div>To edit an item, click the<strong> edit icon<\/strong> (<span class=\"icon-edit\">&nbsp;<span>). This brings up the same edit form as when initially creating an item, allowing you to change details, set or clear reminders, notifications, etc.<br \/><\/span><\/span><\/div><p>&nbsp;<\/p>\n<p>The <strong>hand icon&nbsp;<\/strong>allows you to drag the item to change the order within a day or move to another day. Note that moving an item within a day does not affect the order in which the item is assigned. Items are dispensed in a Course according to their assignment time.<\/p>\n<p>&nbsp;<\/p>\n<p>Like the \"collapse all\" link in the Course Builder Tools area, you can collapse a single item by clicking the downward-facing arrow.<\/p>\n<p>&nbsp;<\/p>\n<h3>Cloning an item<\/h3><div><span style=\"font-weight:normal;\">To clone an item, click the clone button (<span class=\"icon-clone\">&nbsp;<\/span>) in the upper right of that item. Then, choose how many days later the cloned item should be placed.<\/span><\/div><br \/><div><span style=\"font-weight:normal;\">\nTo make an item repeat at a set frequency, c<\/span>lick the \"<em>do this multiple times...\"<\/em> link and set the number of times you'd like to perform the clone. You can also skip weekends by ticking that box.<\/div><br \/><div><span style=\"font-weight:normal;\">For example, say we've got a daily tracking Worksheet that we'd like our clients to fill out daily for a month, but only on weekdays.&nbsp; Here's how we can get exactly that with just a few clicks:<br \/><\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_2.22.21pm.png\" height=\"215\" width=\"785\" class=\"center\" alt=\"screenshot_2024-05-01_at_2.22.21pm.png\" \/><span style=\"font-weight:normal;\">\n<\/span><\/div><div><span style=\"font-weight:normal;\">Cloning an item is useful in cases when you want to assign recurring reminders to clients, either as Actions or Messages, and when you are<\/span> <a href=\"metrics\/setup\/pipingInFromWorksheets\" class=\"toArticle\">piping Worksheet answers into Metrics.<\/a><br \/><\/div><br \/><div><em><strong>Tip:<\/strong> You do not clone a Metric to match its duration. If a Metric is set to be 30 days long, it can just be set in motion on a particular day of the course and then continue to run on its own.&nbsp; A Metric can even outlast a Course (e.g., you can start a 90-day Metric on Day 1 of a one-day course, which will continue for all 90 days).<\/em><\/div><div>&nbsp;<\/div>\n<h2>Following Items<\/h2><div>Sometimes, it is useful to share a file, send a note, or assign something else <em>only after some other assignment has been completed.<\/em> Actions, Files, and Worksheets are \"followable\" items, meaning you can make other item assignments dependent on their completion. The items that are attached to these Actions, Files, and Worksheets are known as \"following\" items because they are only dispatched following the completion of the item they follow<\/div><p>&nbsp;<\/p>\n<p>Create a following item by dragging an item from the Course Builder Tools directly onto an Action, File, or Worksheet in your Course timeline:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_2.23.20pm.png\" height=\"494\" width=\"995\" class=\"center\" alt=\"screenshot_2024-05-01_at_2.23.20pm.png\" \/><\/div><div>Once dropped, the usual interface for setting up the item appears:\n<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-01_at_2.25.33pm.png\" height=\"869\" width=\"790\" class=\"center\" alt=\"screenshot_2024-05-01_at_2.25.33pm.png\" \/><\/div><br \/><div>Note the inset arrow on the left.&nbsp; That's your visual clue that the item below will be dispatched ONLY when the item above is completed.<\/div><br \/><div><em><strong>Tip:&nbsp;<\/strong> You can create a chain of following items, where the completion of item 1 triggers the assignment of item 2, the completion of item 2 triggers item 3, and so on.&nbsp; Any Action, Worksheet, or File can have one (or more!) following items in this way.<\/em><br \/><\/div>\n<p>&nbsp;<\/p>\n<div>Such chaining can go as deep as you like, with multiple items in sequence, each following the previous step.\n<\/div><p>&nbsp;<\/p>\n<p>If you find yourself using following items frequently in a Course, you may consider building a&nbsp;<a href=\"courses\/stepBased\" class=\"toArticle\">Step-based Course<\/a>&nbsp;instead. A Step-based Course can be thought of as a sequence of Steps that are following items of the preceding Steps. Participants only advance to the next Step when they've finished the items in the preceding Step.<\/p>\n<p>The beauty of Courses is that it allows you to dispense a set of items to multiple clients in only a number of clicks. Once you build and assign a Course, the system does the rest.<\/p>\n<p>&nbsp;<\/p>\n<h3>Building on the Fly<\/h3><div>You don't have to have your Course completely built out before putting participants in it. You can edit Course timelines at any time, and any changes you make will be experienced by the participants when they get to that point, provided that changed point is in their future.<\/div><br \/><div>For example, if your client is on Day 8, any changes you make to Day 9 will be experienced by your client tomorrow.&nbsp; But if you make changes to Day 7, they will have no effect on that Day 8 client.<\/div><br \/><div>Taken to the limit, you can build a course as you go, keeping one step ahead of your participants and designing the Course flow as a reaction to how things unfold.<\/div><br \/><div><em><strong>Tip:<\/strong> It's a good idea to put your <a href=\"clients\/adding\/freebie\" class=\"toArticle\">freebie client<\/a> in a course, and use the <a href=\"courses\/participations\" class=\"toArticle\">fast forward and rewind controls<\/a> to experience the flow of things.&nbsp; This allows you to test things quickly, allowing you to get things just right for your clients.<\/em><br \/><\/div>","inAppPage":"","searchTermSet":["Building Courses","How do I make a Course?","What goes into building a Course?","How do I create a Course?","How do I use the Course Builder?","What is a following item?","How do I setup a Course?","How do I set up a Course?","How do I build a course?","Schedule email","Add worksheet to course"],"reducedSearchTermSet":["build cours","_0 make cours","what go into build cours","_0 creat cours","_0 us cours builder","what follow item","_0 setup cours","_0 set up cours","_0 build cours","schedul email","add worksheet cours"],"relatedTopicSet":[""],"ID":"103","ParentID":"102"},"reports\/appointments":{"slug":"appointments","slugPath":"reports\/appointments","name":"Appointment Reports","article":"<div>Here you'll find reports that help summarize and analyze your client appointments.<\/div><br \/><div>Available reports include:<\/div><div><ul><li><a href=\"reports\/appointments\/history\" class=\"toArticle\">Client History<\/a>&nbsp;<\/li><li><a href=\"reports\/appointments\/groupHistory\" class=\"toArticle\">Group History<\/a><\/li><li><a href=\"reports\/appointments\/coachingHoursLog\" class=\"toArticle\">Coaching Hours Log<\/a><\/li><li><a href=\"reports\/appointments\/stats\" class=\"toArticle\">Appointment Stats<\/a>&nbsp;<\/li><\/ul>\n<\/div>","inAppPage":"","searchTermSet":["Appointment Reports","Are there any appointment reports?"],"reducedSearchTermSet":["appoint report","ar there ani appoint report"],"relatedTopicSet":["appointments"],"ID":"242","ParentID":"235"},"general\/wysiwyg":{"slug":"wysiwyg","slugPath":"general\/wysiwyg","name":"WYSIWYG Editors","article":"<div>The WYSIWYG, or What You See Is What You Get editor, is found throughout CoachAccountable.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-08_at_11.33.09am.png\" height=\"38\" width=\"824\" class=\"center\" alt=\"screenshot_2024-05-08_at_11.33.09am.png\" \/><\/div><div>A WYSIWYG editor allows you to see what the end result will look like while you\u2019re doing your creating and editing.&nbsp;<\/div><br \/><div>The WYSIWYG editor can be found wherever you're able to create richly formatted content, like Client Messages, Whiteboards, Session Note Templates, and Worksheet Templates.<br \/><\/div><br \/>","inAppPage":"","searchTermSet":["WYSIWYG Editors","Is there a text editor in the system?","Does CoachAccountable have a word processor feature?","Where do I learn what all those buttons do in worksheets, session notes, and messages?","How do I edit my font and add styling in CoachAccountable?","What's a WYSIWYG?","How do I format text in CoachAccountable?","Change font","Can I change fonts?"],"reducedSearchTermSet":["wysiwyg editor","there text editor in system","do coachaccount have word processor featur","_0 learn what all those button in worksheet session note and messag","_0 edit font and add style in coachaccount","what' wysiwyg","_0 format text in coachaccount","chang font","can chang font"],"relatedTopicSet":[""],"ID":"265","ParentID":"421"},"appointments\/sync\/iCal":{"slug":"iCal","slugPath":"appointments\/sync\/iCal","name":"Syncing to Apple iCal","article":"<div>CoachAccountable supports full synchronization with Apple iCal.<br \/><br \/>\nTo set this up as a coach, go to Settings &gt;&gt; Appointment Config &gt;&gt; Calendar Sync.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.38.28pm.png\" height=\"547\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.38.28pm.png\" \/><\/div><div>When you click \u201cSync with Apple!\u201d you\u2019ll be presented with the following prompt:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/calendarsync-appleprompt.png\" class=\"center\" alt=\"calendarsync-appleprompt.png\" width=\"631\" height=\"322\" \/><\/div><div>Enter your Apple ID in the top field (as the text says, this is often your @icloud.com email address).&nbsp;<\/div><br \/><div>After that, though, you ALMOST CERTAINLY don\u2019t know your App Password: rather than let CA know your actual iCloud password, (yikes, that would be too much sharing!) Apple lets you create a single-use password for specific apps that you want to grant limited access.&nbsp; In this case, that\u2019s just perfect for letting CA connect to your calendar.<br \/><\/div><br \/><div><a href=\"appointments\/sync\/iCal\/appPassword\" class=\"toArticle\">Follow these instructions to generate an App Password<\/a>&nbsp;from your iCloud account.&nbsp;<\/div><br \/><div>Once you get that, paste it back where called for in CA and you\u2019ll be on your way!<\/div><br \/><div>Like any other direct sync, you get to choose which calendar CA should publish your appointments to (if any) and which calendar(s) CA should read from in order to prevent double booking (if any):<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/calendarsync-choosecalendaroptions.png\" class=\"center\" alt=\"calendarsync-choosecalendaroptions.png\" width=\"634\" height=\"417\" \/><\/div><br \/><h3>How about for my clients?<\/h3><div><br \/>Finally, like any other direct sync your clients can go through the exact same steps to sync up THEIR Apple Calendars.<\/div><br \/><div>They\u2019ll find the place to do so under their \u201cMy Account\u201d page.<\/div><br \/><div>Unlike you as coach, they WON'T be prompted for which calendars to read from (as CoachAccountable doesn't need to generate scheduling availability for clients) but they DO get their choice of which calendar their appointments with you should show up on.<\/div><br \/><div>\nWhen clients sync their calendars, their appointments with you will automatically appear in their calendar.&nbsp; It\u2019s a great way to make the process of working with you even more frictionless, and easier to fit into their busy lives.\n<\/div>","inAppPage":"appointmentConfig::Calendar Sync","searchTermSet":["Syncing to Apple iCal","How do I import from Apple iCal?","How do I add Apple iCal events to CoachAccountable?","How do I go about importing Apple iCal into CoachAccountable?","How do I push Apple iCal events into CoachAccountable?","How do I use Apple iCal to block out times in CoachAccountable?","How do I input Apple iCal events into the system?","How do I close off availability using Apple iCal?","How do I add my appointments to Apple iCal?","How do I sync my appointments to a Apple iCal?","How do I have my CoachAccountable appointments show up in Apple iCal?","How do I make my appointments show up in Apple iCal?","How do I account for my appointments in Apple iCal?"],"reducedSearchTermSet":["sync appl ical","_0 import from appl ical","_0 add appl ical event coachaccount","_0 go about import appl ical into coachaccount","_0 push appl ical event into coachaccount","_0 us appl ical block out time in coachaccount","_0 input appl ical event into system","_0 close off avail us appl ical","_0 add appoint appl ical","_0 sync appoint appl ical","_0 have coachaccount appoint show up in appl ical","_0 make appoint show up in appl ical","_0 account appoint in appl ical"],"relatedTopicSet":["appointments\/sync\/gCal","appointments\/sync\/outlook"],"ID":"322","ParentID":"318"},"appointments\/sync\/gCal\/reset":{"slug":"reset","slugPath":"appointments\/sync\/gCal\/reset","name":"Google Calendar Forced Reset","article":"<div>Is your Google Calendar often disconnecting form your CoachAccountable account? It's likely that the token allowing CoachAccountable to access your calendar has been revoked. When CoachAccountable recognizes that it's no longer allowed access, it will automatically sever the connection.<\/div><br \/><div>A reset of the connection can fix this.<\/div><br \/><div>From within your Gmail click on your avatar in the top right, then the big \"Manage your Google Account\" button.<\/div><br \/><div>From the page that opens, go to Security &gt;&gt; Third Party Apps With Access and click \"Manage third-party access\".   Click on CoachAccountable, and click \"Remove access\".<\/div><br \/><div>THEN resync from within CoachAccountable, and you should be good to go.<\/div>","inAppPage":"","searchTermSet":["Google Calendar Forced Reset","My Google Calendar keeps disconnecting","I'm having trouble with my Google Calendar connection","How can I reset the calendar sync with Google Calendar?","I'm having problems with Google Calendar"],"reducedSearchTermSet":["googl calendar forc reset","my_googl calendar keep disconnect","'m have troubl with my_googl calendar connect","_0 reset calendar sync with googl","'m have problem with googl calendar"],"relatedTopicSet":[""],"ID":"326","ParentID":"320"},"offerings\/setup\/restrictions":{"slug":"restrictions","slugPath":"offerings\/setup\/restrictions","name":"Offering Restrictions","article":"<div><\/div><p>Sometimes it\u2019s useful to put restrictions on when clients can sign up for an&nbsp;<a href=\"offerings\" class=\"toArticle\">Offering<\/a>: perhaps you\u2019ve got a group program that has a hard limit on the number of participants, or a deal that\u2019s meant to expire at midnight next Friday.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>For that sort of thing, you can set Offering Restrictions. By bringing up the editor for an Offering (or when creating a new one), you\u2019ll see the Restrictions section in the left menu:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/offering-restrictions.png\" class=\"center unrounded\" alt=\"offering-restrictions.png\" \/>\n\n<p>&nbsp;<\/p>\n<div>There are 4 flavors of restrictions that you can set:\n<ul><li><strong>Limit the number of sign ups for this Offering.<\/strong>&nbsp; Great for any scenarios in which limiting enrollment is important (this also includes a discounted Offering which you might, for example, limit to the first 10 registrants!).<\/li><li><strong>Begin Offering availability on a specific date.<\/strong>&nbsp; Generally you\u2019ll want your Offerings to be available immediately whenever you share the link to it, but this can be handy if you want to tee things up in advance, or have certain Offerings automatically appear (or become newly available) in your&nbsp;<a href=\"https:\/\/blog.coachaccountable.com\/2018\/07\/offering-bundles\/\" style=\"color:rgb(85,140,204);\" target=\"_blank\">Offering Collections<\/a>&nbsp;when the time is right.<\/li><li><strong>End Offering availability on a specific date.<\/strong>&nbsp; Handy to enact an expiration date for a given Offering, be it a standard program or a discounted one that\u2019s available only for a limited time.<\/li><li><strong><span style=\"background-color:rgb(255,255,255);text-align:left;\">Limit how many times any given client may sign up for this Offering.&nbsp; <\/span><\/strong><span style=\"background-color:rgb(255,255,255);text-align:left;\">Especially fitting for your free Offerings, this <\/span><strong> <\/strong>prevents a given client from signing up for an Offering more times than they should be allowed.<\/li><\/ul>\n<p>For the first of these 3 flavors you can set what should happen when the restriction applies.&nbsp; Should it be removed entirely, with CA outwardly pretending it never existed?&nbsp; Or should it still show with a brief message about how it isn\u2019t currently available?&nbsp; The choice is yours.&nbsp; (The 4th is based on WHO is signing up, so that will inform that individual when it applies, rather than outright remove itself.)<\/p>\n<p>&nbsp;<\/p>\n<p>For example, if you have an Offering in a collection, and it happens to be restricted per one of your rules, it will either be removed from the menu entirely, or show in the menu with your message as follows:<\/p>\n<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/offeringrestrictions-collectionshowing-2.png\" class=\"center unrounded\" alt=\"offeringrestrictions-collectionshowing-2\" \/><\/div><br \/><div><span>Another example: making an Offering Collection that consists of a single Offering can be a nice way to show a mini landing page for it, as the Offering\u2019s description displays in full.&nbsp; On such a page, the Offering\u2019s restricted message will show in lieu of the \u201cProceed to purchase\/sign up\u201d button, like so:<\/span><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/offeringrestrictions-collectionsingle.png\" class=\"center unrounded\" alt=\"offeringrestrictions-collectionsingle.pn\" \/><\/div><br \/>","inAppPage":"offerings","searchTermSet":["Offering Restrictions","How do I offer limited-time discounts or coupons?","How can I make my Offerings expire?","How can I limit the number of people who signup?","How can I limit enrollment in a Course? ","How can I make a landing page with my offers?"],"reducedSearchTermSet":["offer restrict","_0 offer limit time discount or coupon","_0 make offer expir","_0 limit number person who signup","_0 limit enrol in cours","_0 make land page with offer"],"relatedTopicSet":["offerings","offerings\/collections","clientInvoicing\/onlinePayments"],"ID":"436","ParentID":"294"},"companies\/agreements":{"slug":"agreements","slugPath":"companies\/agreements","name":"Company Agreements","article":"<div>Since 2019, CoachAccountable has allowed you to issue and manage Agreements with your individual clients (think contracts and other such documents that beg signatures, initials, time stamps and so forth).<br \/><br \/>In addition to managing Agreements with your individual clients, you can use CA to manage them with your client companies.&nbsp; This allows you to issue contracts to key company personnel to formalize your working arrangements with the companies that hire you.<br \/><br \/><\/div><h3>Who Can Sign These Company Agreements?<\/h3><div>If you wish to issue Agreements to a Company you are working with, the first step is to be certain you\u2019ve got one or more personnel of the company who are allowed to be party to agreements for that company.&nbsp; This is done by setting the permissions for a given personnel, like so:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-30_at_2.39.07PM.png\" height=\"441\" width=\"720\" class=\"center\" alt=\"Screenshot_2025-09-30_at_2.39.07PM.png\" \/><\/div><br \/><div>There are 3 levels for a Personnel's Agreement access.&nbsp; Either the second or third will do.<\/div><div><br \/>Once you\u2019ve got personnel who can be on the receiving end of a Company Agreement, you\u2019re all set to issue one.<br \/><br \/><\/div><div>Because companies are apt to accrue more of a collection of agreements on file than an individual client typically would, Agreements for companies have their own section on a Company Page:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-30_at_2.41.36PM.png\" height=\"502\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-30_at_2.41.36PM.png\" \/><\/div><div>Three sections for the 3 phases of a Company Agreement: draft, issued to the company, and completed by the designated personnel.<\/div><br \/><h3>Issuing Company Agreements<\/h3><div>Issuing an Agreement to a company is about what you\u2019d expect: clicking the +Agreement button brings up the editor, from which you can choose from your Agreement Templates as a starting point:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-30_at_2.46.19PM.png\" height=\"728\" width=\"619\" class=\"center\" alt=\"Screenshot_2025-09-30_at_2.46.19PM.png\" \/><\/div><div>You\u2019re able to keep a Company Agreement in mere draft form while working on it, perhaps over several sessions.&nbsp; Whenever it\u2019s ready, click the \u201cIssue\u201d button to actually issue the finalized agreement to the designated personnel.<br \/><br \/>When you do, CoachAccountable will offer you the option to send a notification:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-30_at_2.46.46PM.png\" height=\"454\" width=\"593\" class=\"center\" alt=\"Screenshot_2025-09-30_at_2.46.46PM.png\" \/><\/div><div>This is usually a good idea, and the [magicLink] will bring them right to it.<br \/><\/div><br \/><div>To change the default verbiage of this notification message, find it in Settings &gt;&gt; System &gt;&gt; Message Templates, under the new \u201cAgreement Notification\u201d template.<br \/><br \/>That template is just a starting point: you can further edit what appears here prior to sending.<br \/><br \/><h3>Managing Issued Agreements<\/h3>\n<div>Once issued, it\u2019s still possible to make last minute modifications to the agreement, including to whom it is issued.&nbsp; But once the person who you\u2019ve issued it to has logged in (and thus ostensibly accessed it), edits will no longer be allowed.&nbsp; In that case, you can simply delete and re-issue a new agreement.<br \/><br \/>Agreements that have not yet been agreed to will remain in the \u201cIssued\u201d tab, and once agreed to they\u2019ll be found in the \u201cCompleted\u201d tab.<br \/><br \/>For agreements that have been issued but not yet agreed to, you can bring up the editor and click the send button (found in the lower right to send) another notification.&nbsp; This a nice way to gently remind and nudge someone towards addressing the outstanding agreement.<br \/><\/div><br \/><h3>Completed Company Agreements<\/h3><div>Once completed by the designated personnel, whomever originally issued it will be notified of as much (assuming they\u2019ve opted to receive agreement notifications, as found in Settings &gt;&gt; System &gt;&gt; Notifications).&nbsp; Other members of the team who are <br \/><\/div><div>set to receive notifications of all agreements will be similarly notified.<br \/><\/div><div><br \/>Completed company agreements will live in the Completed tab of the Agreements area, visible to both the coaching team as well as the company personnel who have been granted access to agreements (either their just own, or all company agreements).<\/div><\/div>","inAppPage":"","searchTermSet":["Company Agreements","company agreements"],"reducedSearchTermSet":["compani agreement","compani agreement"],"relatedTopicSet":[""],"ID":"484","ParentID":"422"},"appointments\/zoom\/multipleAccounts":{"slug":"multipleAccounts","slugPath":"appointments\/zoom\/multipleAccounts","name":"Connecting Zoom to Multiple Accounts","article":"<div>If you've got more than one CoachAccountable account, and are trying to connect each of them to your one Zoom account, it's unfortunately not going to go well.<\/div><br \/><div>CA has <strong>no problem with it<\/strong>.&nbsp; But whether a bug or something intentional (and we might sardonically assume that it's intentional for biz dev reasons :), Zoom will ALWAYS and automatically sever the connection with one CA account when you try to connect it to another.<\/div><br \/><div>This is not for lack of trying on CA's part.&nbsp; See this except from a lengthy exchange in <a href=\"https:\/\/devforum.zoom.us\/t\/the-procedure-for-increasing-the-token-tolerance-token-index-and-its-impact\/95429\/24\" target=\"_blank\">this thread on the Zoom Developer forum<\/a>:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/zoommultipleconnectionsproblem.jpg\" height=\"846\" width=\"1000\" class=\"center\" alt=\"zoommultipleconnectionsproblem.jpg\" \/><\/div><div>Unless I am mistaken in my read of the greater-than-one token tolerance functionality, Zoom HAD a solution to this problem in fall 2023, and pulled it after roughly 6 months.&nbsp; To hear this last word and then be ghosted around my question in return is frustrating to say the least.<\/div><br \/><div>Sigh.<br \/><\/div><br \/><div><h2>Workarounds<\/h2><\/div><div>One obvious workaround is to connect a distinct Zoom account for each of your CA accounts.&nbsp; This of course is obviously hardly ideal, for who wants to pay for two of them?<\/div><br \/><div>Another is to skip using the Zoom connection, either altogether or for all but one of your accounts that you can connect.&nbsp; In lieu of having CA create Zoom meetings for your Appointments, you can use your unchanging Personal Zoom Room URL for your Appointments.<\/div><br \/><div>Just paste that URL in the location field of any Appointment Type and\/or individual Appointment that it is fitting, and THAT URL will be clickable for easy access for you and your client, from reminders, calendar syncs, etc.<\/div><br \/><div>Pasting a Zoom link there will have things work just as if CA had generated a unique, meeting-specific one via the Zoom connection, so this can work well (if not be an outright favorable alternative!).<\/div><br \/><div>\nI suppose a 3rd workaround to this would be to complain about this issue\n to Zoom.&nbsp; That could ultimately yield the most elegant solution, but\n is apt to take a while. :)<br \/><\/div>","inAppPage":"","searchTermSet":["Connecting Zoom to Multiple Accounts","Why does my Zoom account keeps getting disconnected?","I can't keep my Zoom account connected to multiple CA accounts.","My Zoom won't stay connected to both of my CA accounts"],"reducedSearchTermSet":["connect zoom multipl account","why do zoom account keep get disconnect","can't keep zoom account connect multipl ca","zoom won't stai connect both ca account"],"relatedTopicSet":[""],"ID":"495","ParentID":"344"},"groups\/settings\/activityDigests":{"slug":"activityDigests","slugPath":"groups\/settings\/activityDigests","name":"Group Activity Digests","article":"<div>One of the most powerful things about CoachAccountable Groups is they allow you to foster a real sense of community among your group members.&nbsp; Among other ways, this happens via messages and comments posted by members of the group.<br \/><br \/><\/div><div>If you\u2019ve got an active community wherein the conversation is lively among participants, it\u2019s great to keep the conversation going by way of notifications: group members can opt to get emailed anytime there\u2019s a new message posted.&nbsp; This allows them not only to stay aware like in a group chat, but also the convenience of replying right from their email to comment back (and have that comment, in turn, go out to other group members).<\/div><div><br \/>But sometimes, sometimes, the group is too big and the conversation gets a little too lively.&nbsp; You don\u2019t want to overwhelm anyone\u2019s email inbox, yet members outright unsubscribing from those notifications poses its own problems to participation.<br \/><br \/>Happily, there\u2019s a middle road that nicely accommodates this situation: <strong>Group Activity Digests<\/strong>.<br \/><br \/><\/div><div>As manager of a Group, under Settings &gt;&gt; Activity Digests for a given group you\u2019ll now find the ability to enable Group Activity Digests for your group.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupactivitydigests-enableforgroup-2.png\" class=\"center\" width=\"597\" height=\"76\" alt=\"groupactivitydigests-enableforgroup-2.pn\" \/><\/div><br \/><div>Group managers can also set a template for the digest emails: a suitable\n subject and a preamble message that will precede whatever summary \ncontent will be sent. <\/div><div>\n<p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupactivitydigests-emailtemplate-2.png\" class=\"center\" width=\"576\" height=\"286\" alt=\"groupactivitydigests-emailtemplate-2.png\" \/>Beyond mere enabling, you can set a \u201cSuggested Activity Digest\u201d, which serves as the default schedule for members to receive digests:<\/p>\n<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupactivitydigests-suggestedschedule-2.png\" class=\"center\" width=\"502\" height=\"275\" alt=\"groupactivitydigests-suggestedschedule-2\" \/>\n<p>When a suggested schedule is set in this manner, group members can individually opt out OR customize the schedule further to their own tastes.&nbsp; When one is set, group members can still opt for some alternate schedule they set for themselves.<br \/><br \/>Group members can themselves see and set their group membership preferences by clicking the \u201cMembership Preferences\u2026\u201d button found at the bottom of the left column menu of the Group Page.&nbsp; Coaches can themselves see and update the membership preferences of client members (from the Membership &gt;&gt; Client Members tab, clicking the gear icon reveals the option to do so).<br \/><br \/>Here\u2019s what it looks like for coach to set the preferences of one of their client group members:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupactivitydigests-membershippreferences-2.png\" class=\"center\" width=\"548\" height=\"733\" alt=\"groupactivitydigests-membershippreferenc\" \/>\n<p>&nbsp;<\/p>\n<p>And that\u2019s all there is to setting it up!&nbsp; Once set in motion, group members who have opted for it (either by being set to follow the group suggestion, when applicable, or by their own schedule) will receive digest emails of group activity at the appointed times.<br \/><br \/>Group digest emails will consist of comments and messages posted to the group since the last time the recipient got a digest.&nbsp; Note that they WON\u2019T contain other activity like Worksheets or Actions, because those generally go out to group members with their own timely notifications.&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>Here\u2019s an example of what one looks like:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupactivitydigests-sampledigest-2.png\" class=\"center\" width=\"602\" height=\"1200\" alt=\"groupactivitydigests-sampledigest-2.png\" \/>\n<p>&nbsp;<\/p>\n<p>Faded comments are ones that AREN\u2019T new since the date range covered by the digest, they\u2019re just there for context.&nbsp; (At most only 2 or 3 earlier comments are included; for longer threads the number of earlier comments is indicated by that grey button, which is clickable to visit the whole thread in-app.)<br \/><br \/>Just like notification emails of individual comments and messages, the digest emails make it very easy to either to view an item in-app, or post a comment on a given thread right from the comfort of your own email inbox.<br \/><br \/>If you\u2019ve got a lively group and folks are feeling overwhelm in their inbox, setting a routine digest of group activity offers the perfect balance to keep members informed and engaged.<\/p>\n<p>&nbsp;<\/p>\n<\/div>","inAppPage":"::Groups","searchTermSet":["Group Activity Digests","Group activity summaries","Group message notifications","Happenings Reports for Groups"],"reducedSearchTermSet":["group activ digest","group activ summari","group messag notif","happen report group"],"relatedTopicSet":[""],"ID":"498","ParentID":"117"},"reflections\/inAction":{"slug":"inAction","slugPath":"reflections\/inAction","name":"Reflections In Action","article":"<div>Once you've designed your Reflections in your template content, the\n real magic is when that template is ultimately presented to you or your\n client.<\/div><br \/><div>Let's see how that works in action.<\/div><br \/><h3>Worksheet Assignments<\/h3><div>At\n the moment when a Worksheet is assigned to your client, that is when CA\n will sweep through the content and insert any Reflections present.&nbsp; \nThis includes:<\/div><div><ul><li>A manually assigned Worksheet that is going out to them immediately<\/li><li>When a manually scheduled Worksheet's assigning date comes around<\/li><li>A Worksheet going out as part of a Course<\/li><li>A Worksheet that is going out as scheduled as either a pre- or post-Appointment Worksheet<\/li><\/ul>\n<h3>Session Notes<\/h3>When you as coach start composing Session Notes \nfrom a Session Notes Template that itself contains Reflections, those \nReflections will be immediately inserted.<\/div><br \/><h3>Whiteboards<\/h3><div>When\n you as coach have a Whiteboard in your home Whiteboards area, you are \nable to add Reflections.&nbsp; Since a Whiteboard there has no particular tie\n to any client, CA will NOT insert any client responses for those \nReflections, BUT if you were to&nbsp;<\/div><div><a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/whiteboards\/whiteboardTemplates\" class=\"toArticle\" target=\"_blank\">clone that Whiteboard into one or more of your clients<\/a>, then at that time those Reflections will be filled in for each respective client.<br \/><\/div><br \/><h3>Course Content<\/h3><div>Course\n Page Content in particular will be filled in for the participant client\n of that Course at the time they visit (and thus are able to view) that \nPage Content.&nbsp; For Group Course participations, the Page Content will be\n tailored to the individual client (group member) viewing it.<\/div><br \/><div>Other Course Items, such as Worksheets and Whiteboards, will be filled in for the respective client at dispatch time.<\/div><br \/><br \/>","inAppPage":"","searchTermSet":["Reflections In Action",""],"reducedSearchTermSet":["reflect in action"],"relatedTopicSet":[""],"ID":"535","ParentID":"530"},"clients\/messaging":{"slug":"messaging","slugPath":"clients\/messaging","name":"Messaging Some or All Clients","article":"<div><span>You can choose to message some or all of your clients in a couple of clicks.&nbsp;<\/span><a href=\"messaging\" class=\"toArticle\">Messaging clients<\/a>&nbsp;is a quick and easy way to communicate within CoachAccountable, while keeping you focused on coaching.&nbsp;<\/div><br \/><div>Replies can be made both in-system and email, and the entire conversation can be recorded in CoachAccountable.&nbsp;<\/div><br \/><div>From your&nbsp;<em>Clients<\/em>&nbsp;listing, click the envelope icon:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_1.24.20pm.png\" height=\"536\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-02-28_at_1.24.20pm.png\" \/><\/div><br \/><div>You can then send a message to some or all of your clients. Also, notice the checkbox towards the bottom that, when checked, records the message in the recipient clients'&nbsp;<a href=\"stream\" class=\"toArticle\">Stream<\/a>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_1.26.57pm.png\" height=\"712\" width=\"750\" class=\"center\" alt=\"screenshot_2024-02-28_at_1.26.57pm.png\" \/><\/div><div>With the use of the&nbsp;<a href=\"FAQs\/magicTags\" class=\"toArticle\">Magic Tags<\/a>&nbsp;listed towards the bottom,&nbsp;&nbsp;you can quickly include a [loginLink] in your message to give your clients a one-click method to access their system (useful when your clients are&nbsp;<a href=\"FAQs\/loginTrouble\" class=\"toArticle\">having trouble logging in<\/a>) or a&nbsp;<span>[scheduleLink], which will log your client in and pull up the appointment-setting page for them.<\/span><\/div>","inAppPage":"","searchTermSet":["Messaging Some or All Clients","How do I email more than one client at a time?","How do I send a message to multiple people?","Can I bulk message my clients?","How do I send an email to multiple clients?","How do I group chat?"],"reducedSearchTermSet":["messag some or all client","_0 email more than on client at time","_0 send messag multipl person","can bulk messag client","_0 send email multipl client","_0 group chat"],"relatedTopicSet":["messaging","groups\/groupItems\/messages"],"ID":"5","ParentID":"1"},"appointments\/sync\/other":{"slug":"other","slugPath":"appointments\/sync\/other","name":"Syncing to other online calendars","article":"<div>CoachAccountable syncs directly with&nbsp;<a href=\"appointments\/sync\/gCal\" class=\"toArticle\">Google<\/a>,&nbsp;<a href=\"appointments\/sync\/outlook\" class=\"toArticle\">Outlook<\/a>, and&nbsp;<a href=\"appointments\/sync\/iCal\" class=\"toArticle\">iCal<\/a>&nbsp;calendars.&nbsp;<br \/><\/div><div><div style=\"color:rgb(74,74,74);\"><br \/>Syncing your calendar lets the system to know when you're actually free, to avoid double bookings, and you also want your online calendar to accurately reflect your schedule.<\/div><br \/><div style=\"color:rgb(74,74,74);\"><a href=\"appointments\/sync\/outlook\" class=\"toArticle\" style=\"text-decoration:underline;\"><\/a><div><a href=\"appointments\/sync\/outlook\" class=\"toArticle\" style=\"text-decoration:underline;\"><\/a><\/div><a href=\"appointments\/sync\/outlook\" class=\"toArticle\" style=\"text-decoration:underline;\"><\/a><\/div><div style=\"color:rgb(74,74,74);\">However, if you use a different calendar than the three listed above, you can still sync it by following a two-step process:<\/div><div style=\"color:rgb(74,74,74);\"><ul><li>First send CoachAccountable appointments to your calendar using the&nbsp;<a href=\"appointments\/sync\/other\/dataFeed\" class=\"toArticle\">Appointment Calendar Feed<\/a>.<\/li><li>Then get appointments from your calendar into CoachAccountable by&nbsp;<a href=\"appointments\/sync\/other\/import\" class=\"toArticle\">Importing Your Online Calendar<\/a><\/li><\/ul>\n<\/div><\/div><div><a href=\"appointments\/sync\/other\/import\" class=\"toArticle\"><\/a><\/div>","inAppPage":"","searchTermSet":["Syncing to other online calendars","How do I add my appointments to an external calendar?","How do I sync my appointments to an outside calendar?","How do I have my CoachAccountable appointments show up in my other online calendar?","How do I make my appointments show up in another online calendar?","How do I account for my appointments in my online calendar?","I have an online calendar besides Google Calendar, Apple ical, and Microsoft Outlook, how do I add CoachAccountable appointments to it?"],"reducedSearchTermSet":["sync other onlin calendar","_0 add appoint extern calendar","_0 sync appoint outsid calendar","_0 have coachaccount appoint show up in other onlin calendar","_0 make appoint show up in anoth onlin calendar","_0 account appoint in onlin calendar","have onlin calendar besid googl appl ical and microsoft outlook _0 add coachaccount appoint"],"relatedTopicSet":["appointments\/exceptions\/importCalendar\/other"],"ID":"40","ParentID":"318"},"general\/imageGallery":{"slug":"imageGallery","slugPath":"general\/imageGallery","name":"Image Gallery","article":"<div>Images play an important role in conveying meaning. Visuals excel in situations when text or numbers-based storytelling falls short. Pictures can be a powerful addition to a coaching relationship: feelings and progress and the less tangible are oftentimes better expressed with an image.<\/div><br \/><div>CoachAccountable contains an Image Gallery that allows you and your clients to upload and use images in-system. You can upload and use an image by clicking the little picture icon in the WYSIWYG editors found throughout CoachAccountable.&nbsp;&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_11.36.57am.png\" height=\"28\" width=\"597\" class=\"center\" alt=\"screenshot_2024-02-28_at_11.36.57am.png\" \/><\/div><div><br \/><div>Clicking on the Image icon will bring up the Image Gallery, where you can upload and insert images into your work:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_11.39.48am.png\" height=\"647\" width=\"689\" class=\"center\" alt=\"screenshot_2024-02-28_at_11.39.48am.png\" \/><\/div><\/div><div><a href=\"whiteboards\" class=\"toArticle\">Whiteboards<\/a>,&nbsp;<a href=\"sessionNotes\" class=\"toArticle\">Session Notes<\/a>,&nbsp;<a href=\"worksheets\" class=\"toArticle\">Worksheets<\/a>, and&nbsp;<a href=\"journalEntries\" class=\"toArticle\">Journal Entries&nbsp;<\/a>are all fair game for images.<\/div><br \/><div>Here's an example of a Worksheet Template using an Image to give a visual for an exercise and an option for clients to upload their own Image (<a href=\"worksheets\/formBased\/imagePrompts\" class=\"toArticle\">using an Image Prompt<\/a>)<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-28_at_11.35.39am.png\" height=\"826\" width=\"749\" class=\"center\" alt=\"screenshot_2024-02-28_at_11.35.39am.png\" \/><\/div>","inAppPage":"","searchTermSet":["Image Gallery","How do I insert a picture in my assignments?","Can I use images in my work?","Does CoachAccountable have an image gallery?","Where do I upload pictures to?","How do pictures get added to the system?","Can CoachAccountable host pictures?","Is there a picture gallery feature?"],"reducedSearchTermSet":["imag galleri","_0 insert pictur in assign","can us imag in work","do coachaccount have imag galleri","_0 upload pictur","pictur get ad system","can coachaccount host pictur","there pictur galleri featur"],"relatedTopicSet":[""],"ID":"87","ParentID":"421"},"courses\/stepBased":{"slug":"stepBased","slugPath":"courses\/stepBased","name":"Step-based Courses","article":"<div>Step-Based Courses are a time-independent alternative to <a href=\"courses\" class=\"toArticle\">day-based Courses<\/a>. Instead of being spread out over a collection of days, a Step-Based Course is spread out over a collection of steps.<\/div><br \/><div>Day-based Courses work well as automated coaching programs delivered over days, weeks or months, where the items include videos, readings, worksheets, action items, and more. &nbsp;They are super flexible, allowing you to set in motion a slow drip of materials to as many clients as you like with just a few clicks, precisely according to the schedule you define -- you can have the system send an intro message on Day 1 at 8am, an audio lesson on Day 2 at 9am and a review worksheet 20 minutes later, and so on.<\/div><br \/><div>While this style of feeding your clients content according to a pre-determined, time-based schedule works well, you may as well wish for your Course to be worked through in a self-paced manner.&nbsp;<\/div><br \/><div><strong>Progression through a Step-based Course is entirely up to the pacing of your participants: completing all items and assignments from one step triggers advancing to the next.<\/strong><br \/><\/div><br \/><div>This allows your clients to go through your programs at their own pace, with CoachAccountable doing the work of setting up and dispatching items for you in response to their progress.<br \/><\/div><br \/><div>To make a Step-based course, simply choose \"steps\" when defining the duration for your new Course:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-29_at_2.49.13pm.png\" height=\"490\" width=\"632\" class=\"center\" alt=\"screenshot_2024-04-29_at_2.49.13pm.png\" \/><\/div><br \/><div>Building a Step-based Course is very similar to&nbsp;<a href=\"courses\/building\" class=\"toArticle\">building a Day-based Course<\/a>, only a few key differences apply.<\/div><br \/><div>The first is that you're dragging items onto Steps, rather than Days<\/div><br \/><div>Similarly, there's no need to set a dispatch time for the items you create, since the dispatch of items is based on client progress, rather than the flow of time.<\/div><br \/><div>Finally, there's a new type of item from among the Course Builder Tools that you can drag onto the timeline, and that is the Pause item (more on those below).<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-29_at_2.51.14pm.png\" height=\"544\" width=\"776\" class=\"center\" alt=\"screenshot_2024-04-29_at_2.51.14pm.png\" \/><\/div><div>\nSo how do you manage how a Step-based course progress, if not by time?&nbsp; \nFor that, we need to \nintroduce the concept of a <strong>Completable Item<\/strong>.<\/div><br \/><div>Courses make an important\n distinction about whether or not a given Course Item can be completed.&nbsp; Specifically:<div><ul><li><strong>Actions<\/strong>: &nbsp;Totally completable: clients mark an Action complete.<\/li><li><strong>Worksheets<\/strong>:&nbsp; Also completable: same as Actions.<\/li><li><strong>Files<\/strong>:\n &nbsp;Yes, for the purposes of a Course a File is considered \u201ccomplete\u201d once\n a participant has either downloaded the file, or closed out the pop-up \nviewer for that File after accessing it within CA.<\/li><li><strong>Messages<\/strong>:\n &nbsp;Nope, a Message is just emailed off (or displayed in-system when \nappropriate)\u2013the system doesn\u2019t register any notion of a Message being \n\u201ccompleted\u201d.<\/li><li><strong>Metrics<\/strong>: Nope. &nbsp;Though a Metric \ncan be marked complete at the end of whatever duration of weeks or \nmonths that a Metric is setup to track, for the sake of a Course a \nMetric is dispatched and there\u2019s nothing a client need do with it in \norder to move on.<\/li><li><strong>Whiteboards<\/strong>: &nbsp;Nope, they just exist, there is no notion of \u201ccompleting\u201d a Whiteboard.<\/li><\/ul>\n<\/div>\n<\/div><div>To summarize:<br \/><div><strong>Completeable:&nbsp;<\/strong>Actions, Worksheets, and Files.<\/div><div><strong>Not Completeable:&nbsp;<\/strong>Messages, Metrics and Whiteboards <br \/><\/div><br \/><div>\nHere's the key idea to how Step-based Courses generally progress: <strong>A Step is complete when there are no more Completable items within the Step remaining to complete.<\/strong><br \/><\/div><br \/> Let's consider the following example to reason about how a client will progress through a Step-based Course, based on the rules of completable items:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-29_at_2.53.15pm.png\" height=\"612\" width=\"547\" class=\"center\" alt=\"screenshot_2024-04-29_at_2.53.15pm.png\" \/><\/div><div><span>Here we see that:<\/span><br \/><\/div><div><ul><li>Step 1 has only a single Message item,<\/li><li>Step 2 has a File (a video to be watched),<\/li><li>and Step 3 has an Action and a Worksheet.<\/li><\/ul>\n<\/div><div>Let\u2019s look at how our key rule plays out in our example Course shown above.<\/div><br \/><div>Step 1 has only a Message in it, so that Message will be dispatched, and then, <em>because there are no completable items within that Step<\/em>, the Step is immediately considered complete and the participant advances immediately to Step 2.<\/div><br \/><div>Arriving in Step 2 means the participant is given the \u201cFinding Your Way Around the Portal\u201d File.&nbsp; Because a File IS a completable item, a client will not yet advance to Step 3 UNTIL they access that file.<\/div><br \/><div>Once the file is accessed that means Step 2 is complete, and so they jump to Step 3.&nbsp; Step 3 has two items in it, a Worksheet and an Action. &nbsp;You might be tempted to think that the Action will go out first, and then the Worksheet will be assigned once the Action is complete, but don\u2019t be fooled! &nbsp;That sort of sequential behavior is for items that are in separate Steps.<\/div><br \/><div>Items that are in the <em>same<\/em> Step are all immediately dispatched when a participant reaches the Step, and thus the order in which items appear within a Step is (largely) irrelevant.<\/div><br \/><div>What about empty Steps? &nbsp;Those are fine to have as placeholders as you are developing your course.&nbsp; Just be aware that when participants go through your course that the rule \u201cA Step is complete when there are no more Completable items within the Step to complete.\u201d applies to empty Steps too, meaning they are already immediately complete when a participant gets to them, and, unlike empty Days in a time-based course, are essentially skipped over.<\/div><br \/><div><h3>Bringing in Time with Pauses<\/h3><\/div><div>Pause items are unique to Step-based Courses.&nbsp; Generally, clients \ncan blaze through the assignment and materials of a&nbsp;\nStep-Based course as fast as they like.<br \/><\/div><br \/><div>With pauses, you can bring back some of the element of time: you can define \nsegments of a course that are meant to be worked through at whatever \npace your client desires, but then broken up by one or more pause \npoints.<\/div><br \/><div>A pause point can be set to be only manually resumed.&nbsp; This is great for\n when you would like to have a chance to intervene, inspect your client's\nprogress, or have a conversation, and allowing them to continue on only \nwhen you deem fit.<\/div><br \/><div>It can also be set to auto resume after some per-determined delay, \nand optionally resume always on a particular day of the week (e.g. \nresume this course on the following Monday at 9:00am).<br \/><\/div><br \/><div>Here\u2019s what all of these controls look like when adding a Pause item to your Step-Based Course:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-29_at_2.54.18pm.png\" height=\"408\" width=\"728\" class=\"center\" alt=\"screenshot_2024-04-29_at_2.54.18pm.png\" \/><\/div><br \/><h3><strong>Groups and Step-Based Courses<\/strong><\/h3><div>Groups cannot be participants in Step-based Courses.&nbsp; Step-based Courses are self-paced, and this runs contrary to the idea of a Group Course (which is for multiple clients to progress through the material in lockstep).<\/div><br \/><div>In effect, assigning a Group to a Step-Based Course is equivalent to assigning individual clients to a Step-Based Course: since each client would go through the Course differently, you'll have to monitor progression on an individual basis.<\/div><br \/><div>If you are set on adding multiple clients at once to a Course, select &nbsp;\"Actually I want to add several participants...\" when in the Add Participant prompt.<\/div><br \/><h3>Additional Considerations<\/h3><div>Like Day-based Courses, you as the coach have the ability to pause, fast forward,&nbsp;and rewind a given participation through the sequence of items in your Course.<br \/><\/div><br \/><div>Step-based Courses also work great as Starter Kit Courses, getting your clients going on the system with a nice interactive sequence.<\/div><br \/><div>If you have a conventional, Day-based Course that you\u2019d like to try as a Step-based course, there\u2019s no way to change one into the other.&nbsp; But by cloning the course you can create a new course with the exact same items but of the other variety.<\/div>","inAppPage":"","searchTermSet":["Step-based Courses","How do I create a self-paced Course?","Can I make a Course that's not day based?","How do I create a Course based on modules or units?","What is a complete point?","What is a completable item?","What other types of Courses are there?","Is there a Course that lets clients do it at their own pace?","What's a Unit-Based Course?","How can I create a Course that is time independent?","Can I make a self-paced Course?","Can I make clients complete one module before they receive the next?","Completion point","Add a Step to a Course","How do I add an additional Step?"],"reducedSearchTermSet":["step base cours","_0 creat self pace cours","can make cours that' not dai base","_0 creat cours base on modul or unit","what complet point","what complet item","what other type cours ar there","there cours that let client at their own pace","what' unit base cours","_0 creat cours that time independ","can make self pace cours","can make client complet on modul befor thei receiv next","complet point","add step cours","_0 add addit step"],"relatedTopicSet":[""],"ID":"109","ParentID":"102"},"reports\/engagements":{"slug":"engagements","slugPath":"reports\/engagements","name":"Engagements Report","article":"<div>Use this report to see at a glance, who's in an&nbsp;<a href=\"engagements\" class=\"toArticle\">Engagement<\/a>&nbsp;and how far along all your Engagements are across all clients.&nbsp;<\/div><br \/><div>This report will only appear as an option if you have at least one active Engagement.<br \/><\/div><br \/><div><div>Just one option here; in fact, you'll only have the dropdown if you're a Team Edition account. That option allows you to run the report either for your entire account or just for the clients of one specific coach. Otherwise, you'll just see Load.<\/div><br \/><div>Click Load and you've got the report.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screen_shot_2021-11-01_at_2.32.16_pm.png\" class=\"center fullScreenshot\" alt=\"screen_shot_2021-11-01_at_2.32.16_pm.png\" width=\"1000\" height=\"525\" \/><\/div><br \/><div>You'll see the client's name next to an allocation progress bar for the Engagement. This progress bar, much like the at-a-glance one on your client listing, will show blue for verified and green for requested\/accepted. Hover over the progress bar for specifics. You'll see how many appointments have been verified (blue) and accepted (green).<\/div><br \/><div>Also, note the green arrows next to the invoice sequence number - click those, and you'll go right to that client's invoices.<\/div><br \/><div>The \"Next Invoice\" field helps you get a basic idea of when your bank account will be receiving money, to help plan accordingly.<\/div><br \/><div>As always, click on the name of any column to sort by that field - and click twice to sort backward.<\/div><\/div><br \/><br \/>","inAppPage":"","searchTermSet":["Engagements Report","Can I see all my Engagements at once?","How can I track Engagements for my whole account? ","How many of my clients have Engagements?"],"reducedSearchTermSet":["engag report","can see all engag at onc","_0 track engag whole account","mani client have engag"],"relatedTopicSet":[""],"ID":"406","ParentID":"235"},"offerings\/setup\/pageArrangement":{"slug":"pageArrangement","slugPath":"offerings\/setup\/pageArrangement","name":"Offerings Page Arrangement","article":"<div>In general, you can set the <a href=\"settings\/tabArrangement\" class=\"toArticle\">Page Arrangement<\/a> for clients to turn on or off certain functionality, and to modify the order of the various sections your clients will see.<br \/><\/div><br \/><div>Sometimes it's appropriate to automatically set a custom Page Arrangement for new clients based on the particular product the signed up for.<\/div><br \/><div>For example, if you offer a bare-bones self-paced&nbsp;<a href=\"courses\" class=\"toArticle\">Course<\/a>&nbsp;as an entry program for lower-paying clients, it may fitting for those clients to have Session Notes, Journals, and Whiteboards all turned off at the start.&nbsp;<\/div><br \/><div>You can specify a specific Page Arrangement for just those people that sign up for a particular Offering.&nbsp; Simply tick the box, then click the eyeball icon for any item to toggle it on\/off.&nbsp; You can also drag-and-drop to modify the sort order.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/offering-pagearrangement.png\" class=\"center\" width=\"672\" height=\"751\" alt=\"offering-pagearrangement.png\" \/><\/div><div>\n<br \/><\/div><div>You can set a different Page Arrangements for each Offering you have, and whichever Offering a new client chooses will determine their initial Page Arrangement.&nbsp; If a custom arrangement is not set for a given Offering, clients will default to your <a href=\"settings\/tabArrangement\" class=\"toArticle\">default Page Arrangement<\/a>.<\/div><br \/><div>Keep in mind that you can also change these on a per-individual basis at any time: Page Arrangements set in this way are is simply the starting point for those who sign up via a particular Offering.<\/div>","inAppPage":"offerings","searchTermSet":["Offerings Page Arrangement","Can I limit what new clients see?","Can I set a specific page arrangement for new signups?","How can I turn off Actions, Session Notes, Metrics, Journals, Whiteboards, Courses, Groups for new clients?","What does a new client have access to at signup?"],"reducedSearchTermSet":["offer page arrang","can limit what new client see","can set specif page arrang new signup","_0 turn off action session note metric journal whiteboard cours group new client","what do new client have acc at signup"],"relatedTopicSet":["settings\/tabArrangement"],"ID":"410","ParentID":"294"},"companies\/addingClients":{"slug":"addingClients","slugPath":"companies\/addingClients","name":"Adding Clients to Companies","article":"<div>\nAny given client is either unaffiliated, \ncompany-wise, or belongs to one of the companies set up in your account.<\/div>\n<br \/><div>You can create new clients and\/or associate existing clients already in your account from the Company page.<\/div><br \/><div>Go to the Clients section of the Company and click the (+) next to Clients on the left side menu or the <em>+Client<\/em> button within the Client section:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-22_at_12.20.43pm.png\" height=\"438\" width=\"1000\" class=\"center dropShadow\" alt=\"screenshot_2024-03-22_at_12.20.43pm.png\" \/><\/div><br \/><div>You'll be presented with two choices 'Add existing client' or 'Add new client':<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-22_at_12.23.24pm.png\" height=\"454\" width=\"692\" class=\"center\" alt=\"screenshot_2024-03-22_at_12.23.24pm.png\" \/><\/div><div>Choosing to add a new client here will be the same process as&nbsp;<a href=\"clients\/adding\" class=\"toArticle\">adding a new client<\/a>&nbsp;from your dashboard.&nbsp;&nbsp;<\/div><br \/><div>If you chose to add an existing clients you'll be presented with a list of your clients to which you can check the box next to their name to add them:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-22_at_12.25.58pm.png\" height=\"471\" width=\"746\" class=\"center\" alt=\"screenshot_2024-03-22_at_12.25.58pm.png\" \/><\/div><br \/><div><div>This company affiliation can also be set from the&nbsp;<a href=\"clients\/updating\" class=\"toArticle\">Client Manager,<\/a>&nbsp;under Basics.<\/div><br \/><br \/><\/div>","inAppPage":"","searchTermSet":["Adding Clients to Companies","How do I set the company for a client?","Tying clients to companies","How to add existing clients to companies?"],"reducedSearchTermSet":["ad client compani","_0 set compani client","ty client compani","add exist client compani"],"relatedTopicSet":[""],"ID":"428","ParentID":"422"},"groups\/settings\/directory":{"slug":"directory","slugPath":"groups\/settings\/directory","name":"Group Directory","article":"<div><\/div><h2>Directory<\/h2><div>A Group Directory is an optional listing of group member information that you can enable for your group members.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_4.12.02pm.png\" height=\"586\" width=\"860\" class=\"center\" alt=\"screenshot_2024-05-13_at_4.12.02pm.png\" \/><\/div><div>You have three options:<\/div><div><strong>Don't offer a Directory for this Group<\/strong><\/div><div>This means that group members will not be able to see any of each other's contact information.<\/div><br \/><div><strong>Offer an Opt-in Directory for this Group<\/strong><\/div><div>This allows group members to choose whether or not they want to be part of the directory.&nbsp;<\/div><br \/><div>Choose whether members are listed or unlisted by default (if they're listed by default, they'll need to opt out, rather than opt in).&nbsp;<\/div><br \/><div>Then choose which contact information for each member is included in the directory: email, address, and\/or phone number(s).&nbsp;<\/div><br \/><div><strong>Offer an All-inclusive Directory for this Group<\/strong><\/div><div>This means that all group members are automatically in the directory and cannot opt out.&nbsp;<\/div><br \/><div>Choose which contact information for each member is included in the directory: email, address, and\/or phone number(s).<\/div><br \/><div>If you're using a Team Edition account, you can include coaches' information in the directory as well.&nbsp;<\/div><br \/><div>Finally, you can allow members to&nbsp;<strong>set a profile to show in the directory.<\/strong><\/div><div>This is a place where members can write a bit about themselves, include pictures and video and more in order to share their personalities with the group. Note that the profile can be set individually for each group the client is in, so if they'd share more with one group than another, that's available to them.<\/div><br \/><div>When enabled, the directory is visible to your clients by clicking the \u201cDirectory\u201d tab from their Group page. Clicking \"View more...\" for any person expands the full profile they've created.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_4.15.40pm.png\" height=\"547\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-05-13_at_4.15.40pm.png\" \/><\/div><div>Clicking \"View all 'more'\" at the top expands the profiles for everyone who has one.<\/div><br \/><div>Click<em>&nbsp;\"Edit my profile...\"&nbsp;<\/em>and you'll see the familiar&nbsp;<a href=\"general\/wysiwyg\" class=\"toArticle\" style=\"text-decoration:underline;color:rgb(108,156,49);\">WYSIWYG editor.<\/a><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_4.23.29pm.png\" height=\"603\" width=\"514\" class=\"center\" alt=\"screenshot_2024-05-13_at_4.23.29pm.png\" \/><\/div><div><div>The group directory auto-updates: client information is pulled directly from that client\u2019s user account, meaning if members change their information like a new email address or work phone number, the directory is automatically updated.<\/div><\/div>","inAppPage":"","searchTermSet":["Group Directory","Where is the group directory?","How do I edit my entry in the group directory?","Can group members see each other's contact information?","How can I create a Group Directory?","How can I enable Group Directories?","How can I display contact information for members of a Group?","How can I make a Group Directory optional?"],"reducedSearchTermSet":["group directori","group directori","_0 edit entri in group directori","can group member see each other' contact inform","_0 creat group directori","_0 enabl group directori","_0 displai contact inform member group","_0 make group directori option"],"relatedTopicSet":[""],"ID":"480","ParentID":"117"},"appointments\/zoom\/personalZoomRoom":{"slug":"personalZoomRoom","slugPath":"appointments\/zoom\/personalZoomRoom","name":"Using Your Personal Zoom Room for Appointments","article":"<div>Everyone with a Zoom account has their own \"Personal Zoom Room\".&nbsp; You can find it within your Zoom account (at zoom.us) under Personal &gt;&gt; Meetings &gt;&gt; Personal Room.<\/div><br \/><div>This Zoom room is located at an unchanging URL that can be the meeting place for any appointment.&nbsp; It's secured by the waiting room, so it's not a problem to have that be the place you conduct multiple appointments (i.e. anyone who joins has to be expressly let in by you as host).<\/div><br \/><div>If you want to use your Personal Zoom room for some or all of your appointments as scheduled in CA, you can, and in going that direction you may find you don't need to actually connect your Zoom account at all (which is useful specifically for scheduling unique Zoom meetings for your appointments).<\/div><br \/><div>To use your Personal Zoom Room for your CA Appointments, the trick is to put the personal room URL as the Location field and then that will work just like individual meetings scheduled via the Zoom integration.<br \/><br \/>Put it in as the Location for an Appointment Type, and then every Appointment you schedule based on that type will have that as the location field.<br \/><br \/>Magically, then, that URL will go out in notifications, be clickable in-app, and appear as the clickable location as synced to everyone's calendar, yours and clients, JUST LIKE those set via the Zoom integration.<br \/><br \/>There are some tradeoffs, but for many scenarios (and you should evaluate this for yourself!) there are no downsides to this alternative to using the more formal integration.<br \/><\/div>","inAppPage":"","searchTermSet":["Using Your Personal Zoom Room for Appointments","How do I use my Personal Zoom Room for my Appointments?"],"reducedSearchTermSet":["us your person zoom room appoint","_0 us person zoom room appoint"],"relatedTopicSet":[""],"ID":"505","ParentID":"344"},"reflections\/visibilitySettings":{"slug":"visibilitySettings","slugPath":"reflections\/visibilitySettings","name":"Reflections and Visibility Settings","article":"<div>Items that are themselves the source of responses for Reflections (Worksheets, Session Notes and Metrics) might have a&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/FAQs\/itemVisibilitySettings\" class=\"toArticle\" target=\"_blank\">Visibility Setting<\/a> other than \"Generally Available\" (i.e. not necessarily visible to anyone who's allowed to see a given client).<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/itemvisibilitysettings.png\" height=\"142\" width=\"323\" class=\"center\" alt=\"itemvisibilitysettings.png\" \/><\/div><br \/><div>To\n prevent data from leaking to unintended team members by way of \nReflections, those items that are set to \"Private\" or \"Just me and the \nclient\" will NOT be consulted for Reflection responses in Team Edition \naccounts.<\/div><br \/><div>In Basic accounts, when it's just the\n one coach who can have access to that client and thus would be the only\n author of data about that client, no such filtering applies.<\/div>","inAppPage":"","searchTermSet":["Reflections and Visibility Settings",""],"reducedSearchTermSet":["reflect and visibl set"],"relatedTopicSet":[""],"ID":"534","ParentID":"530"},"clients\/updating":{"slug":"updating","slugPath":"clients\/updating","name":"Updating Client Details","article":"<div>By clicking on the gear icon for a given client, you'll access the Manage Client screen for them:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-29_at_4.06.10pm.png\" height=\"589\" width=\"999\" class=\"center\" alt=\"screenshot_2024-02-29_at_4.06.10pm.png\" \/><\/div><br \/><div>The Client Manager is broken into 4 sections that are accessible from the menu on the left:<\/div><div>\n<br \/><\/div><h2>Basics<\/h2><div>In the <em>Basics<\/em>&nbsp;tab, you'll be able to edit contact information, time zone, change the avatar photo, and add extra profile information.&nbsp; Make sure to hit <em>Save<\/em> when you're finished updating.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-29_at_4.10.18pm.png\" height=\"693\" width=\"670\" class=\"center\" alt=\"screenshot_2024-02-29_at_4.10.18pm.png\" \/><\/div><div><em>(Note: if your client has already registered his or her account,&nbsp;<\/em><a href=\"FAQs\/changingClientEmail\" class=\"toArticle\">you WON'T be able to update their email address<\/a><em>&nbsp;since that would allow you to login as the client through the login helper, which would undermine your client's rightful expectation of privacy.)<\/em><\/div><br \/><div>In the<em>&nbsp;Profile Extra<\/em>&nbsp;box, you can add extra profile information, which can be useful in organizing clients. Information that you put in this area is also searchable from your client listing.<br \/><\/div><br \/><h2>Settings<\/h2><div>Expand the Settings tab to find <em>Preferences, Appointments, Page Arrangement<\/em>, and <em>Notifications<\/em>.<\/div><br \/><h3><em>Preferences<\/em><\/h3><div>In Preferences, you can choose to allow the client to message their coaches in-app,&nbsp; control confirmation settings, and choose whether or not to show the invoicing history page.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-29_at_4.13.06pm.png\" height=\"683\" width=\"911\" class=\"center\" alt=\"screenshot_2024-02-29_at_4.13.06pm.png\" \/><\/div><div>Checking \"Hide invoicing history page\" prevents the client from seeing her invoicing page, even if the setting is turned on for all clients in <em>Settings<\/em> &gt;&gt; <em>My Style<\/em>&nbsp;&gt;&gt;&nbsp;<a href=\"settings\/tabArrangement\" class=\"toArticle\"><em>Client Page Arrangement<\/em>.<\/a>&nbsp;<\/div><div>\n<br \/><\/div><h3><em>Appointments<\/em><\/h3><div>In Appointments, you can see if the client has synced their calendars and control calendar invites and confirmations. It's here you can also send\/resend invites to the client for their upcoming appointments.&nbsp;<\/div><br \/><div>You also can control the options for the client's self-scheduling. <em>Note that these settings for an individual will be an exception to what you've set in Business Center &gt;&gt; Set Up &gt;&gt; Engagement Config &gt;&gt; Settings.&nbsp;<\/em><\/div><br \/><div>The last section allows you to designate specific&nbsp;<a href=\"appointments\/types\" class=\"toArticle\">Appointment Types<\/a>&nbsp;the client can choose from when scheduling an appointment.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-29_at_4.20.32pm.png\" height=\"683\" width=\"911\" class=\"center\" alt=\"screenshot_2024-02-29_at_4.20.32pm.png\" \/><\/div><div>\n<br \/><\/div><h3><em>Page Arrangement<\/em><\/h3><div>In Page Arrangement<strong>, <\/strong>you can set an individualized client page view. This will be an exception to the default you've set in <em>Settings <\/em>&gt;&gt; <em>My Style&nbsp;<\/em>&gt;&gt;&nbsp;<em>Client Page Arrangement<\/em>.&nbsp;<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-29_at_4.27.15pm.png\" height=\"679\" width=\"854\" class=\"center\" alt=\"screenshot_2024-02-29_at_4.27.15pm.png\" \/><\/div><br \/><h3><em>Notifications<\/em><\/h3><div>In Notifications, you can set specific Notification settings for the client. This will be an exception to the default you've set in <em>Settings &gt;&gt; My Style &gt;&gt; Notifications.<\/em><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-29_at_4.29.51pm.png\" height=\"739\" width=\"884\" class=\"center\" alt=\"screenshot_2024-02-29_at_4.29.51pm.png\" \/><\/div><br \/><h2>Agreements<\/h2><div>The Agreements tab<strong> <\/strong>allows you to see any previous&nbsp;<a href=\"agreements\" class=\"toArticle\">Agreements<\/a>&nbsp;(contracts) your client has been issued and\/or completed, as well as&nbsp;<a href=\"agreements\/issuing\" class=\"toArticle\">issue new ones<\/a>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-29_at_4.31.56pm.png\" height=\"616\" width=\"723\" class=\"center\" alt=\"screenshot_2024-02-29_at_4.31.56pm.png\" \/><\/div><br \/><h2>Delete\/Deactivate<\/h2><div>In the <em>Delete\/Deactivate<\/em>&nbsp;tab, you can&nbsp;<a href=\"clients\/deleting\" class=\"toArticle\">delete<\/a>&nbsp;or&nbsp;<a href=\"clients\/deactivating\" class=\"toArticle\">deactivate<\/a> your client.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-02-29_at_4.32.34pm.png\" height=\"627\" width=\"730\" class=\"center\" alt=\"screenshot_2024-02-29_at_4.32.34pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Updating Client Details","How can I edit or update a client's contact information?","How can I change a client's profile picture or avatar photo?","Where do I update client details, such as their email address?","How do I change someone's address?","How do I change someone's phone number?","How can I update a client's mailing address?","How can I change a client's name?","How do I add a client's picture?","How can I add or edit a client's phone number?","How can I change a client's phone number?","How can I change or update a client's time zone?","Client time zone","Change Client Name","Edit Client","Client Information","Time zones","Update client contact info","Client Specific Notifications"],"reducedSearchTermSet":["updat client detail","_0 edit or updat clients' contact inform","_0 chang clients' profil pictur or avatar photo","_0 updat client detail such a their email addr","_0 chang someone' addr","_0 chang someone' phone number","_0 updat clients' mail addr","_0 chang clients' name","_0 add clients' pictur","_0 add or edit clients' phone number","_0 chang clients' phone number","_0 chang or updat clients' time zone","client time zone","chang client name","edit client","client inform","time zone","updat client contact info","client specif notif"],"relatedTopicSet":["clients\/deleting","clients\/deactivating"],"ID":"6","ParentID":"1"},"appointments\/sync\/exceptions":{"slug":"exceptions","slugPath":"appointments\/sync\/exceptions","name":"Manually Block Out Time","article":"<div><div>If you have other things going on which can get in the way of your&nbsp;<a href=\"appointments\/availability\" class=\"toArticle\">typical weekly availability<\/a>, you can let CoachAccountable know about them. Usually syncing your calendar of choice will suffice for this, but in some situations you may still want to manually block out times from your availability.<\/div><br \/><div>To do so, g<span style=\"background-color:rgb(255,255,255);\">o to&nbsp;<\/span><em>Settings<\/em>&nbsp;<span style=\"background-color:rgb(255,255,255);\">&gt;&gt;&nbsp;<\/span><em>Appointment Config<\/em>&nbsp;&gt;&gt;&nbsp;<em>Calendar Sync&nbsp;<\/em>then click the \"Show other sync controls...\" button.<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_2.26.02pm.png\" height=\"620\" width=\"1000\" class=\"center dropShadow\" alt=\"screenshot_2024-10-14_at_2.26.02pm.png\" \/><\/div><div>\nDoing so will bring up the Other Calendar Sync Controls pop up.<\/div><br \/><div>To manually make yourself unavailable, head to the \"<em>Manually block out time\" <\/em>tab.&nbsp;<\/div><div>\n<br \/><\/div><div>Click <em>+ Exception<\/em> to&nbsp;<span style=\"color:rgb(74,74,74);\">manually block out time by selecting a date and time range or closing off availability for an entire day<\/span>.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-14_at_2.28.57pm.png\" height=\"484\" width=\"753\" class=\"center\" alt=\"screenshot_2024-10-14_at_2.28.57pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Manually Block Out Time","How do I block out time so that my clients can't schedule?","How do I mark myself busy in my CoachAccountable calendar?","How do I prevent clients from scheduling at a certain date and time?","Manually indicating exceptions to your availability"],"reducedSearchTermSet":["manual block out time","_0 block out time so that client can't schedul","_0 mark myself busi in coachaccount calendar","_0 prevent client from schedul at certain date and time","manual indic except your avail"],"relatedTopicSet":[""],"ID":"210","ParentID":"318"},"reports\/dataLab":{"slug":"dataLab","slugPath":"reports\/dataLab","name":"Data Lab","article":"<div>&nbsp;The Data Lab's reports allow you to select the data you'd like to display, as well as how you'd like to display that data, for truly custom reporting.<br \/><\/div><br \/><div>The Data Lab includes:<\/div><div><a href=\"reports\/dataLab\/singleField\" class=\"toArticle\"><\/a><\/div><div><ul><li><a href=\"reports\/dataLab\/singleField\" class=\"toArticle\">\n\tSingle Field Reporting<\/a>&nbsp;<\/li><li><a href=\"reports\/dataLab\/singleField\" class=\"toArticle\"><\/a><a href=\"reports\/dataLab\/activityStats\" class=\"toArticle\">Activity Stats<\/a><\/li><\/ul>\n<a href=\"reports\/dataLab\/singleField\" class=\"toArticle\"><\/a><\/div><div><\/div>","inAppPage":"","searchTermSet":["Data Lab","Can I create my own reports?","Does the system allow for custom reporting?","How do I tailor reports for my unique coaching practice?","What is the data lab?"],"reducedSearchTermSet":["datum lab","can creat own report","do system allow custom report","_0 tailor report uniqu coach practic","what datum lab"],"relatedTopicSet":[""],"ID":"245","ParentID":"235"},"general\/printingPDF":{"slug":"printingPDF","slugPath":"general\/printingPDF","name":"Printing CA Screens","article":"<div>Would you like to print something from CA, either into a PDF or a physically printed item?<\/div><br \/><div>Press Alt+Shift+P on your keyboard, and the system will smartly load up for printing whichever section you've currently got open.&nbsp;<\/div><br \/><div>When you have one or more pop-up windows open, the system will print the topmost one. When you're looking at a given section on, say, a client page, the system will print the visible one out.&nbsp;<\/div><br \/><div>It won't work for all sections (for example, one that has a card listing of items isn't really fitting for a print job), but should work in areas you expect it to.&nbsp;<br \/><br \/>Also, in Past Appointments, you can click the Print button (next to \"Download as CSV\") to generate a nice tidy report of past appointments and print to PDF or through your printer.&nbsp;<\/div><br \/><div>Note that this Alt+Shift+P trick may only work for English language keyboards.<\/div>","inAppPage":"","searchTermSet":["Printing CA Screens","Print","Printing","How to print","Can I print","Appointment printing"],"reducedSearchTermSet":["print ca screen","print","print","print","can print","appoint print"],"relatedTopicSet":[""],"ID":"288","ParentID":"421"},"offerings\/setup\/team":{"slug":"team","slugPath":"offerings\/setup\/team","name":"Team Offerings","article":"<p>As part of your&nbsp;<a href=\"offerings\/setup\" class=\"toArticle\">Offering<\/a>&nbsp;setup, you're able to choose which coach a newly signed-up client should be initially assigned to, like so:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-08-15_at_9.22.06am.png\" height=\"808\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-08-15_at_9.22.06am.png\" \/><\/div>\n<div><h3>Who to assign to, initially?<\/h3><\/div><div>Sometimes, Offerings are such that each coach has their own; thus, the owning coach is naturally the one to which new clients should be assigned.<\/div><br \/><div>However, in larger organizations, it sometimes works nicely to set this coach as an administrative figure who is <strong>ultimately responsible<\/strong> for&nbsp;<a href=\"teamEdition\/pairing\" class=\"toArticle\">pairing<\/a>&nbsp;a new client with the most fitting coach.<\/div><br \/><div>This could be based on, for example, an intake form the new client might fill out (incidentally, having such a Worksheet be part of the Offering sign up process is a lovely way to handle that sort of data collection automatically!).\n<\/div><p>&nbsp;<\/p>\n<p>This is also a way to ensure that any coach-client matchmaking is done from within your organization.<\/p>","inAppPage":"","searchTermSet":["Team Offerings","How do I set up coach matchmaking?"],"reducedSearchTermSet":["team offer","_0 set up coach matchmak"],"relatedTopicSet":[""],"ID":"300","ParentID":"294"},"companies\/deactivating":{"slug":"deactivating","slugPath":"companies\/deactivating","name":"Deactivating Companies","article":"<div>When your work is done with a given company (even if just for the time being), you can deactivate it outright.<\/div><br \/><div>To deactivate a Company, click on the gear icon for that Company &gt;&gt; Delete\/Deactivate.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/deactivatedeletecompany.png\" height=\"0\" width=\"0\" class=\"center\" alt=\"deactivatedeletecompany.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/deactivatedeletecompany.png\" height=\"499\" width=\"1000\" class=\"center\" alt=\"deactivatedeletecompany.png\" \/><\/div><div>Deactivating a Company takes it out of the UI wherever it would be no longer relevant (e.g. as a option when tying a client to a company), BUT all records and relationships remain intact.<\/div><br \/><div>Upon deactivating a Company, you have the option to deactivate all clients from that Company as well.&nbsp; This is often handy and the fitting thing to do.<\/div><br \/><div>Inactive Companies can be reactivated at any time.&nbsp; Doing so also allows you to reactivate all clients that were deactivated alongside the company, if opted for.<\/div><div><br \/><strong>We recommend deactivating rather than deleting.<\/strong><\/div><br \/><div>Note: clients who were already inactive when the company was deactivated will remain inactive if you opt to reactivate all company clients.<br \/><\/div>","inAppPage":"","searchTermSet":["Deactivating Companies",""],"reducedSearchTermSet":["deactiv compani"],"relatedTopicSet":[""],"ID":"429","ParentID":"422"},"courses\/pages":{"slug":"pages","slugPath":"courses\/pages","name":"Course Pages","article":"<div>\n<p>Courses allow you to automate the delivery of \ncoaching materials and assignments, either as a slow drip over a \nmultitude of days, or as an interactive sequence wherein completing the \ncurrent step leads you to the next (allowing clients to work through the\n course in self-paced fashion).<\/p>\n<p>&nbsp;<\/p>\n<p>Built from items of various types, these types correspond to how the system is \norganized for clients: Actions live in a client\u2019s Actions tab, files \nlive in a client\u2019s Files tab, and so on.<\/p>\n<p>&nbsp;<\/p>\n<p>This siloed grouping of course items (by type) generally works fine \nfor clients to work through a course: one\u2019s attention is usually on just\n one item, and prompts to move on to the next one allow you to jump you \nright to it.&nbsp; But then afterwards there\u2019s not really a place for one to \ngo view the course in its entirety: one can easily view the parts, but \nnot see them as a sequential whole.<\/p>\n<p>&nbsp;<\/p>\n<p>Here\u2019s where <strong>Course Pages<\/strong> come in.<\/p>\n<p>&nbsp;<\/p>\n<p>By designing your course to be broken into one or more sections, and \nadding in static content \n(content that augments the more interactive bits like <a href=\"actions\" class=\"toArticle\">Actions<\/a> and <a href=\"worksheets\" class=\"toArticle\">Worksheets<\/a>), Course Pages become an alternate way \nfor your clients to elegantly view and work through your course \nmaterial.\n<\/p>\n<\/div><br \/><div><h2>Enabling Course Pages for a given Course<\/h2><p>To make a Course geared for Course Pages, the first step is to enable it.&nbsp; Because a Course Page is ultimately a way for your clients to see the course they are in (rather than merely receive the course items in automated fashion), properly setting the Visibility of a Course is necessary.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepages-visibilitysetting.png\" class=\"center\" alt=\"coursepages-visibilitysetting.png\" width=\"517\" height=\"123\" \/><p>When set to \u201cTotally hidden from participants\u201d, Course Pages necessarily can\u2019t apply.&nbsp; By setting Visibility to one of the other two options, you are then given the option to enable Course Pages.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepages-visibilitysettings.png\" class=\"center\" alt=\"coursepages-visibilitysettings.png\" width=\"506\" height=\"129\" \/>\nBuilding a Course that\u2019s geared for Course Pages works just like the conventional way.&nbsp; Like always, you have your complete timeline (of days or steps) onto which you drag your various items: <a href=\"actions\" class=\"toArticle\">Actions<\/a>,&nbsp;<a href=\"messaging\" class=\"toArticle\">Messages<\/a>,&nbsp;<a href=\"whiteboards\" class=\"toArticle\">Whiteboards<\/a>, and so on.<\/div><div>\n<p>&nbsp;<\/p>\n<p>However in addition to those usual items, when Course Pages is enabled you have two more that you can drag onto your timeline: \u201c<strong>Course Section<\/strong>\u201d and \u201c<strong>Page Content<\/strong>\u201d.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepages-builderitems.png\" class=\"center\" alt=\"coursepages-builderitems.png\" width=\"188\" height=\"351\" \/><h2><span style=\"font-size:20px;font-weight:700;\"><br \/>Organizing Course Pages into Sections<\/span><\/h2><p><strong>Course Sections<\/strong> are the key element of organizing the content of your course into a Course Page display.<\/p>\n<p>&nbsp;<\/p>\n<p>When you add a Course Section to your timeline (and give it a name), that\u2019s your way of telling CA that \u201cEverything that follows this item should appear within this section\u201d.&nbsp;&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>When you add another Course Section item later in the timeline, that means you\u2019re ending the previous section and starting a new one: again, everything that follows THAT item will appear under that section.<\/p>\n<p>&nbsp;<\/p>\n<p>By adding several sections along the span of your timeline, you are essentially chopping up your Course into those sections.&nbsp; To think of it the other way, adding items <em>between<\/em> those section items amounts to you building up the content of those sections.<\/p>\n<p>&nbsp;<\/p>\n<p>If you don\u2019t add any sections at all, that means the Course Page view of your Course will be completely empty.<\/p>\n<p>&nbsp;<\/p>\n<p>Stemming from the same logic, any items of your Course that PRECEDE the very first Course Section will simply not appear anywhere in the Course Page view.&nbsp; (This can actually be a handy and desirable thing\u2026 just make sure you actually mean to do it!)<\/p>\n<p>&nbsp;<\/p>\n<h2>Augmenting Course Pages with Content<\/h2><p>By dragging <strong>Page Content<\/strong> items onto your timeline, you can add arbitrary content (complete with formatting, images,&nbsp;<a href=\"general\/wysiwyg\/embedMedia\" class=\"toArticle\">embeddable media<\/a>, and so on) to be part of what displays when clients view your course.<\/p>\n<p>&nbsp;<\/p>\n<p>Adding content in this way is an excellent way to intersperse instructions, lessons, and other discussion about the more interactive bits that Courses are comprised of.&nbsp; For example you can present to descriptive preamble that tees up an action item, or a lesson upon which a client will be reflecting on in a subsequent Worksheet.<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/coursepages-creatingcontent.png\" class=\"center\" alt=\"coursepages-creatingcontent.png\" width=\"825\" height=\"460\" \/>\n<\/div><br \/><div>If you feel so inclined, you can have a Course that\u2019s ONLY sections plus content, completely eschewing the usual interactive bits and thereby creating an experience that amounts to merely consuming content (like is more commonly offered in other course platforms).&nbsp; Doing so, however, is generally a missed opportunity: prompting reflection and action on whatever content you\u2019re sharing is your way of supporting meaningful application of what clients are learning.<br \/><\/div>","inAppPage":"","searchTermSet":["Course Pages","Can I use CoachAccountable as an LMS?","How do I display Courses?","Is CoachAccountable like Kajabi, Teachable, Thinkific, Udemy?","Course Pages","Integrate with Thinkific","Integrate with LMS","Course Page"],"reducedSearchTermSet":["cours page","can us coachaccount a lm","_0 displai cours","coachaccount like kajabi teachabl thinkif udemi","cours page","integr with thinkif","integr with lm","cours page"],"relatedTopicSet":["courses\/unitBased","courses\/building","courses\/pages\/tips"],"ID":"439","ParentID":"102"},"groups\/settings\/deleting":{"slug":"deleting","slugPath":"groups\/settings\/deleting","name":"Deleting\/Deactivating Groups","article":"<div>To delete (or merely deactivate) a group, bring up the Group Manager and visit the Delete\/Deactivate section from the left side menu:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/groupmanagerdeletedeactivate.png\" class=\"center\" width=\"758\" height=\"547\" alt=\"groupmanagerdeletedeactivate.png\" \/><\/div><br \/><div>Deactivating is usually nice, because it fully preserves the record of group activity, making it available for later review.<\/div><br \/><div>Deactivating is fully reversible, meaning you can reactivate an inactive Group whenever with just a few clicks (super handy if you think you may every wish to resume with the group in the future).<\/div><br \/><div>If you don't want to keep records from the group around and would rather remove the Group entirely, deleting is the better option.<br \/><\/div><br \/><div style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\"><div>Here are the effects of deleting a group:<\/div><div><ul><li>All&nbsp;<a href=\"groups\/groupItems\/messages\" class=\"toArticle\" style=\"text-decoration:underline;color:rgb(108,156,49);\">Group Messages<\/a>&nbsp;will be deleted.<\/li><li>All comments on group items will be deleted.<\/li><li>All&nbsp;<a href=\"groups\/groupItems\/appointments\" class=\"toArticle\" style=\"text-decoration:underline;color:rgb(108,156,49);\">Group Appointments<\/a>&nbsp;will be deleted.<\/li><li><a href=\"groups\/groupItems\/actions\" class=\"toArticle\" style=\"text-decoration:underline;color:rgb(108,156,49);\">Group Actions<\/a>&nbsp;will disappear, but the related individual client Actions will remain.<\/li><li><a href=\"groups\/groupItems\/metrics\" class=\"toArticle\" style=\"text-decoration:underline;color:rgb(108,156,49);\">Group Metrics<\/a>&nbsp;will disappear, but the related individual client Metrics will remain.<\/li><li><a href=\"sharingFiles\/libraryFiles\" class=\"toArticle\" style=\"text-decoration:underline;color:rgb(108,156,49);\">Library Files<\/a>&nbsp;shared with group members will remain available to those clients.<\/li><\/ul>\n<p>&nbsp;<\/p>\n<div>Note that deleting a group is permanent and cannot be undone.<\/div><\/div><\/div>","inAppPage":"","searchTermSet":["Deleting\/Deactivating Groups","How do I delete a group?"],"reducedSearchTermSet":["deleting\/deactiv group","_0 delet group"],"relatedTopicSet":[""],"ID":"481","ParentID":"117"},"appointments\/zoom\/zoomHostProblems":{"slug":"zoomHostProblems","slugPath":"appointments\/zoom\/zoomHostProblems","name":"Zoom Not Recognizing you as the Host","article":"<div>If you enable the waiting room for your Zoom meetings (necessary if you opt to NOT set a password), the only way to start the Zoom meeting is for the host to be there.<\/div><br \/><div>Sometimes, however, you'll go to start that meeting, and <em>even though you should be the host<\/em>, Zoom will tell you you're waiting for the host.<br \/><\/div><br \/><div><p>When that happens, there is either:<\/p>\n<p>&nbsp;<\/p>\n<p><strong><em>Case 1<\/em><\/strong>: A mismatch of multiple accounts (between the one CA was connected to when it created the Zoom meeting and whichever one you're logged into at the moment).<\/p>\n<p>&nbsp;<\/p>\n<p>The solution to this is simple:&nbsp;<span>make sure you're logged in to whichever Zoom account the Zoom meeting was originally created under.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><strong><em>Case 2<\/em><\/strong>:&nbsp; A matter of the Zoom desktop client botching in properly recognizing you (as logged in via the desktop app) as the one connected to that account under which CA created that Zoom meeting.&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>This is a bit more maddening when it occurs. <span>This does seem to be happening as of a recent (early 2023) update to the Zoom desktop client, and people who have (and have ever had) only a single Zoom account have encountered this problem.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>The solution here is as simple as logging into your Zoom account through zoom.us and trying to join the meeting again. This ensures the desktop Zoom client recognizes you as the proper host of the meeting. (<em>That this works suggests it's truly a Zoom issue, sigh<\/em>.)<\/p>\n<p>&nbsp;<\/p>\n<\/div>","inAppPage":"","searchTermSet":["Zoom Not Recognizing you as the Host","Why can't I join my own Zoom meeting?","Why is Zoom telling me we're waiting for the host when I am the host?","Zoom won't let me join my own Zoom meeting?","My Zoom appointment links seem broken."],"reducedSearchTermSet":["zoom not recogn you a host","why can't join own zoom meet","why zoom tell me we'r wait host am","zoom won't let me join own meet","zoom appoint link seem broken"],"relatedTopicSet":[""],"ID":"504","ParentID":"344"},"clients\/deactivating":{"slug":"deactivating","slugPath":"clients\/deactivating","name":"Deactivating\/Reactivating Clients","article":"<div>When you deactivate a client, all future&nbsp;<a href=\"appointments\" class=\"toArticle\">appointments<\/a>&nbsp;will be canceled. However,&nbsp;<strong>all client data stays intact.<\/strong><\/div><br \/><div>Deactivated clients <strong>do not count against the client limit of your current billing plan<\/strong>. You can always reactivate someone later when you're working together again.<\/div><br \/><div>To deactivate a client, click the <em>Manage<\/em>&nbsp;button for a particular person (found on your Clients tab).<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_5.11.11pm.png\" height=\"599\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-05-02_at_5.11.11pm.png\" \/><\/div><div>Select&nbsp;<em>Delete<\/em>\/<em>Deactivate <\/em>from the left side menu.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-27_at_10.26.28am.png\" height=\"639\" width=\"870\" class=\"center\" alt=\"screenshot_2024-03-27_at_10.26.28am.png\" \/><\/div><div><div><span>The system will kindly alert you to what, if anything, will be cleared away as part of deactivating.<\/span><\/div><br \/><div>Once you click, <em>Deactivate<\/em>, the client will then head to the Inactive tab.&nbsp;<\/div><br \/><h2 style=\"font-weight:700;\">Giving Inactive Clients Continued Access<\/h2><div>Do you offer lifetime access to their materials? You can&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/clients\/clients\/exporting\" class=\"toArticle\" target=\"_blank\">give them a client export<\/a>, or you can choose to enable access for them even when they're inactive.<\/div><\/div><br \/><div>Upon deactivation, if a client has registered their account with you, you\u2019ll be given the option to grant them read-only access:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-27_at_10.29.20am.png\" height=\"111\" width=\"284\" class=\"center\" alt=\"screenshot_2024-03-27_at_10.29.20am.png\" \/><\/div><div><p>Inactive clients who have this special access are noted as such in your Inactive client listing:<\/p>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-27_at_10.30.49am.png\" height=\"835\" width=\"890\" class=\"center\" alt=\"screenshot_2024-03-27_at_10.30.49am.png\" \/><br class=\"Apple-interchange-newline\" \/>\nYou can toggle this access on or off for any of your clients whenever you like by revisiting the Delete\/Reactivate section of the client manager:<\/div>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-27_at_10.31.38am.png\" height=\"621\" width=\"833\" class=\"center\" alt=\"screenshot_2024-03-27_at_10.31.38am.png\" \/><\/div>\n<p>Simple as that!&nbsp; Inactive clients who are granted access in this manner are able to log in as usual, only the Overview tab will be gone and most all of the interactive elements will be removed (for example, no + buttons for adding things like Actions or Appointments).<\/p>\n<div>\n<br \/><\/div><div>There are two exceptions to this \u201cremoval of interactive elements\u201d rule.<\/div>\n<p>&nbsp;<\/p>\n<p>First, they\u2019ll still be able to click that little <strong>email icon<\/strong> next to your head shot in the upper left, meaning it will be easy for them to drop you a line if and when they\u2019re keen to resume working with you.<\/p>\n<p>&nbsp;<\/p>\n<p>Second, IF you\u2019ve setup one or more&nbsp;<a href=\"offerings\/existingClients\" class=\"toArticle\">Offering Collections for in-app display<\/a>, they\u2019ll find those under their <strong>top right user menu<\/strong>.&nbsp; This gives them an easy way to reengage with your services if they feel inspired to do so.&nbsp; Signing up for\/purchasing one of your Offerings in this manner will&nbsp;<em>automatically reactivate their account<\/em>, granting them once again full privileges of using the system.<\/p>\n<p>&nbsp;<\/p>\n<p>Granting your past clients read-only access in this way is great for several reasons, including:<\/p>\n<ul><li>Your past clients get to retain live access to all the records of the work they\u2019ve done with you.<\/li><li>You can make it easy for past clients to resume working with you in a completely self-service way.<\/li><li>You can easily view which among your past clients have logged in recently (just sort by last login date), giving you clues as to who might enjoy a friendly hello.<\/li><li>You can offer programs that boast \u201clifetime access\u201d beyond the initial, more hands-on portions.<\/li><\/ul>\n<div>And again, these inactive clients<strong> do not count toward your subscription.<\/strong><\/div><p>&nbsp;<\/p>\n<h2>Reactivating a Client<\/h2><div>To reactivate a client, start by going to your Client Listing and clicking the Inactive tab, then click the <em>Manage<\/em> button for the client:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-30_at_1.14.49pm.png\" height=\"546\" width=\"934\" class=\"center stroke unrounded\" alt=\"screenshot_2024-10-30_at_1.14.49pm.png\" \/><\/div><div>Select&nbsp;<em>Delete\/Reactivate f<\/em>rom the left side menu, then <em>Reactivate. <\/em>The Client will be moved to your Active Client listing.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-27_at_10.31.38am.png\" height=\"621\" width=\"833\" class=\"center\" alt=\"screenshot_2024-03-27_at_10.31.38am.png\" \/><\/div>","inAppPage":"","searchTermSet":["Deactivating\/Reactivating Clients","How do I deactivate a client?","How do I prevent a client from counting against my subscription limit?","How do I remove a client?","How do I keep a client from logging in, but have their data remain intact?","My client is no longer on my program; how do I take them off my client list?","How do I turn a client off?","How do I delete a client?","How do I reactivate a client?","How do I activate a client again?","How do I deactivate my tester client?","How do I deactivate my demo client?","A previous client wants to continue; how do I reactivate them?","A former client wants to re-enroll; how can I turn their account back on?","Activating and deactivating clients","How can I make a client inactive?","Why is my client inactive?","Can I give clients continued access after deactivated?","Can inactive clients still have access to the system?"],"reducedSearchTermSet":["deactivating\/reactiv client","_0 deactiv client","_0 prevent client from count against subscript limit","_0 remov client","_0 keep client from log in but have their datum remain intact","client no longer on program _0 take them off list","_0 turn client off","_0 delet client","_0 reactiv client","_0 activ client again","_0 deactiv tester client","_0 deactiv demo client","previou client want continu _0 reactiv them","former client want re enrol _0 turn their account back on","activ and deactiv client","_0 make client inact","why client inact","can give client continu acc after deactiv","can inact client still have acc system"],"relatedTopicSet":["clients\/deleting","clients\/updating"],"ID":"7","ParentID":"1"},"offerings\/embed":{"slug":"embed","slugPath":"offerings\/embed","name":"Embedding or Sharing an Offering","article":"<p>Once you've set up your Offering just the way you like it, it's time to make it available to the world!<\/p>\n<p>&nbsp;<\/p>\n<p>When the Offering is created, close out the editor window, and you\u2019ll see it in the listing of your Offerings.<\/p>\n<p>&nbsp;<\/p>\n<p>\nFind the Offering you wish to embed, and click the \u201cShare\u2026\u201d button.<\/p>\n<p>&nbsp;<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-20_at_1.54.36pm.png\" height=\"443\" width=\"999\" class=\"center\" alt=\"screenshot_2024-03-20_at_1.54.36pm.png\" \/><\/div>\n<br \/>\n<p>&nbsp;<\/p>\n<p>In the pop-up that appears, you'll find everything you need:<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-20_at_1.55.13pm.png\" height=\"540\" width=\"576\" class=\"center\" alt=\"screenshot_2024-03-20_at_1.55.13pm.png\" \/><\/div>\n<div>\nNote that when it comes to embedding your Offering, you\u2019ve got a couple of options:<\/div><p>&nbsp;<\/p>\n<p>Embedding:<\/p>\n<p>You can put a <strong>snippet of JavaScript<\/strong> in the HTML of one of your website\u2019s pages to put a widget there, or if you prefer, you can get an iframe snippet to accomplish basically the same thing. (In some web hosting\/website building contexts, the iframe is a handy or necessary alternative!)<\/p>\n<p>&nbsp;<\/p>\n<p>Linking:<\/p>\n<p>You can also&nbsp;<strong>directly link<\/strong> to a standalone page on which your Offering is hosted.&nbsp; For example, a big button (or any other form of clickable link) that says \u201cBook with me online now!\u201d that links to the provided URL.<\/p>\n<p>&nbsp;<\/p>\n<p>This URL Link is also what you'll use for sharing in your newsletter, social media, in an email, etc.<\/p>","inAppPage":"offerings","searchTermSet":["Embedding or Sharing an Offering","Where can I find the link to my Offering?","Where's my Offering link?","How can I put my Offering on my website?","How can I embed my Offering","Where do clients find my Offering?","Do you have an iframe for my Offering?","Embed Schedule Link","Embed Calendar","Embed Appointment","Appointment link on website","Website link to schedule"],"reducedSearchTermSet":["embed or share offer","_0 find link offer","' offer link","_0 put offer on websit","_0 emb offer","_1 find offer","you have ifram offer","emb schedul link","emb calendar","emb appoint","appoint link on websit","websit link schedul"],"relatedTopicSet":[""],"ID":"304","ParentID":"293"},"appointments\/zoom\/delete":{"slug":"delete","slugPath":"appointments\/zoom\/delete","name":"Deleting Zoom Meetings","article":"<p>You might have CoachAccountable schedule a Zoom meeting for you but later decide you don\u2019t need it.&nbsp; You COULD delete it from within Zoom, but don\u2019t.&nbsp; If you delete it there, <em>CoachAccountable won\u2019t know about it<\/em> and with blithely go on showing the \u201cjoin now\u201d link to you and your clients.<\/p>\n<p>&nbsp;<\/p>\n<p>But more to the point, there\u2019s no need (after all, the whole point of this integration is to have things all in one place!).&nbsp; You can delete a Zoom meeting from within CoachAccountable; just go to modify an&nbsp;<a href=\"appointments\" class=\"toArticle\">appointment<\/a>&nbsp;that has the meeting set and click the \u201cremove this\u2026\u201d button.<\/p>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_4.40.49pm.png\" height=\"685\" width=\"662\" class=\"center\" alt=\"screenshot_2024-04-17_at_4.40.49pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Deleting Zoom Meetings","How do I delete a Zoom meeting?","How can I remove a Zoom meeting?","How can I take out the Zoom link?"],"reducedSearchTermSet":["delet zoom meet","_0 delet zoom meet","_0 remov zoom meet","_0 take out zoom link"],"relatedTopicSet":[""],"ID":"345","ParentID":"344"},"companies\/deleting":{"slug":"deleting","slugPath":"companies\/deleting","name":"Deleting Companies","article":"<div>Like individual clients, you can opt to delete an entire Company in lieu of merely <a href=\"companies\/deactivating\" class=\"toArticle\">deactivating it<\/a>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/deactivatedeletecompany.png\" height=\"499\" width=\"1000\" class=\"center\" alt=\"deactivatedeletecompany.png\" \/><\/div><div>Deleting a Company <strong>permanently deletes all records associated with it.<\/strong>&nbsp; You can also opt to delete all clients from that Company as well.<\/div><br \/><div>Just like with clients, it's GENERALLY better to deactivate a Company than delete it.<br \/><\/div>","inAppPage":"","searchTermSet":["Deleting Companies",""],"reducedSearchTermSet":["delet compani"],"relatedTopicSet":[""],"ID":"430","ParentID":"422"},"courses\/managing":{"slug":"managing","slugPath":"courses\/managing","name":"Managing Courses","article":"<div>As you create a collection of Courses, your collection accumulate in the Courses area of your in-app home page.&nbsp; You'll find several tools for managing and organizing the collection.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courses-courselisting.jpg\" class=\"center fullScreenshot\" alt=\"courses-courselisting.jpg\" width=\"1000\" height=\"630\" \/><\/div><br \/><br \/><div><h3>Folder Organization<\/h3><\/div><div>Like other collections throughout the system, you'll find that you can organize your courses into a collection of folders.&nbsp; <a href=\"general\/basics\/folders\" class=\"toArticle\">Read more about managing folders.<\/a><\/div><br \/><br \/><div><h3>Viewing Details and Key Controls<\/h3><\/div><div>Simply click on a Course card to load its details in the right panel.&nbsp; In this right panel display you'll see a number of things:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courses-coursespotlight.png\" class=\"center\" alt=\"courses-coursespotlight.png\" width=\"445\" height=\"472\" \/><\/div><br \/><br \/><div>The \"Participants\" summary at the top tells you how many clients are currently scheduled, paused, actively participating, and completed with your Course.<\/div><br \/><div>The row of buttons below provide the following controls:<\/div><div><ul><li><strong>Add participants<\/strong> to your course<\/li><li><strong>Edit course<\/strong> to view and modify content and settings<\/li><li><strong>Clone course<\/strong><\/li><li><strong>Delete course<\/strong><\/li><\/ul>\n<\/div><div><em><strong>Tip:<\/strong>&nbsp; Double-clicking on a Course card will also take you to that Course's Course Builder page.<\/em><br \/><\/div><br \/><div>Beneath this row of buttons, you'll find tabbed display of both the Course Schedule and Course Participants.<br \/><\/div>","inAppPage":"home::Courses","searchTermSet":["Managing Courses",""],"reducedSearchTermSet":["manag cours"],"relatedTopicSet":[""],"ID":"468","ParentID":"102"},"clients\/deleting":{"slug":"deleting","slugPath":"clients\/deleting","name":"Deleting Clients","article":"<div>When you delete a client, all information and any shared files associated with that client are also deleted. This cannot be reversed, so please be cautious and&nbsp;<a href=\"clients\/deactivating\" class=\"toArticle\">consider deactivating instead.<\/a><\/div><br \/><div>From the Client Listing, click the <em>Manage Client<\/em>&nbsp;button for the client you'd like to delete:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-19_at_2.58.55pm.png\" height=\"186\" width=\"982\" class=\"center\" alt=\"screenshot_2024-04-19_at_2.58.55pm.png\" \/><\/div><div>Then, head to the Delete\/Deactivate tab and click Delete.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-19_at_3.00.26pm.png\" height=\"580\" width=\"820\" class=\"center\" alt=\"screenshot_2024-04-19_at_3.00.26pm.png\" \/><\/div>","inAppPage":"::Clients","searchTermSet":["Deleting Clients","I want to remove a client, how do I do that?","How do I delete a client?","How do I erase a person from my client list?","How do I delete my demo client?","How do I delete a tester client?","Delete Client","Remove Client","Remove Practice Account","Remove Demo Client","Remove practice client","Deleting Clients"],"reducedSearchTermSet":["delet client","want remov client _0 that","_0 delet client","_0 eras person from client list","_0 delet demo client","_0 delet tester client","delet client","remov client","remov practic account","remov demo client","remov practic client","delet client"],"relatedTopicSet":["clients\/deactivating","clients\/updating"],"ID":"8","ParentID":"1"},"courses\/participations":{"slug":"participations","slugPath":"courses\/participations","name":"Course Participants","article":"<div>Once you've <a href=\"courses\/building\" class=\"toArticle\">built your Course<\/a>, it's time to put it to use!&nbsp; By that I mean putting your clients into the Course as participants, to experience and get value from what you've created.<\/div><br \/><div>There is a lot of flexibility you have when it comes to managing course participants, including:<\/div><div><ul><li>Starting them now<\/li><li>Scheduling them to start later<\/li><li>Pausing<\/li><li>Rewinding<\/li><li>Fast forwarding<\/li><li>Stopping<\/li><li>Customizing<\/li><\/ul>\nNaturally, everything begins with setting up a client (or group) as a course participant in the first place.<\/div><br \/><h2>Adding participants<\/h2><div>Adding a participant is quick and easy, and offers a few options for flexibility.&nbsp; Bring up the participant adder from the Courses section:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_4.53.16PM.png\" height=\"500\" width=\"1000\" class=\"center\" alt=\"Screenshot_2025-09-22_at_4.53.16PM.png\" \/><\/div><div>You can click either the icon button (<span class=\"icon-addPerson\">&nbsp;<\/span>) or the big \"Add a participant\" button, found under the Participants tab.<\/div><br \/><div>Either brings up the following dialog:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-22_at_4.56.14PM.png\" height=\"460\" width=\"694\" class=\"center\" alt=\"Screenshot_2025-09-22_at_4.56.14PM.png\" \/><\/div><div>First, you have to choose who you want to add as a participant.&nbsp; This can be one or more clients.<br \/><\/div><div><br \/><\/div><div><em><strong>Note:<\/strong>&nbsp;You can add a Group as a participant for your Course, but only if the Course is day-based. Due to their self-paced nature, Groups cannot be added to&nbsp;<a href=\"https:\/\/www.coachaccountable.com\/knowledgeBase\/courses\/courses\/stepBased\" class=\"toArticle\" style=\"color:rgb(66,154,218);\" target=\"_blank\">Step-based Courses<\/a>.<\/em><\/div><br \/><div>By default, Courses are set to start immediately.&nbsp; If desired, you can designate a future start date.<\/div><br \/><div>If you choose to start the Course today, you can click the \"Start at some point other than Day 1...\" link to choose where in the Course you'd like the participant to start.&nbsp; This is handy if, for example, someone is joining a program late and you'd like to easily jump them ahead.<\/div><br \/><div>You can also tweak the <a href=\"courses\/participations\/participantVisibility\" class=\"toArticle\">visibility setting<\/a> for the Course: this defaults to the Course setting, and this is your chance to override that if necessary.<\/div>\n<div><\/div><br \/><div><em><strong>Tip: <\/strong>You can also bring up the adder from the Courses section of a given Client or Group Page.&nbsp; When adding from a participant page, the participant is a foregone conclusion and thus not choosable.&nbsp; Instead, you'll choose which Courses to add them to.<\/em><\/div>","inAppPage":"","searchTermSet":["Course Participants","How do I add a client to a Course?","How do I remove a client from a Course?","How do I add a Group to a Course?","How do I remove a Group from a Course?","How do I stop a Course?","How do I freeze a Course?","How do I pause a Course?","How do I rewind someone on a Course?","How do I fast forward someone on a Course?","How do I move someone in time on a Course?","How can I start someone on a day other than day one?","How can my client skip a part of a Course?","How can I move a client backward in a Course?","How do I delete a Client from a Course?","How do I start someone on a Course?","Can I make a custom Course for someone?","Can I add more than one client to a Course at the same time?","How do I assign a Course to a client?","How do I unassign a Course from a client?","Pause Course","Unpause Course","How do I make a spinoff Course?","What is a spin off Course?","Manage course participants","Edit course participations"],"reducedSearchTermSet":["cours particip","_0 add client cours","_0 remov client from cours","_0 add group cours","_0 remov group from cours","_0 stop cours","_0 freez cours","_0 paus cours","_0 rewind someon on cours","_0 fast forward someon on cours","_0 move someon in time on cours","_0 start someon on dai other than","_1 skip part cours","_0 move client backward in cours","_0 delet client from cours","_0 start someon on cours","can make custom cours someon","can add more than on client cours at same time","_0 assign cours client","_0 unassign cours from client","paus cours","unpaus cours","_0 make spinoff cours","what spin off cours","manag cours particip","edit cours particip"],"relatedTopicSet":[""],"ID":"110","ParentID":"102"},"offerings\/existingClients":{"slug":"existingClients","slugPath":"offerings\/existingClients","name":"Offerings for Existing Clients","article":"<p>You can let your existing clients know that they can essentially \u201cself serve\u201d to sign up\/pay for your other Offerings as essentially \u201cadd-ons\u201d to their coaching package with you.<\/p>\n<p>&nbsp;<\/p>\n<h2>In-App Access for Established Clients<\/h2><div>You can allow current clients to sign up for an Offering inside the app. This is nice for pay-per-session setups.<\/div><br \/><div><h3>Setting Up Offerings for Established Clients<\/h3><\/div><div>Making certain Offerings accessible in-app to your clients is as simple as creating an Offering Collection. Go to Business Center &gt;&gt; Setup &gt;&gt; Offering Config &gt;&gt; Collections and click the <em>+ Collection<\/em> button:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-26_at_9.33.57am.png\" height=\"566\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-04-26_at_9.33.57am.png\" \/><\/div><div>Choosing one or more Offerings to be part of that collection, and checking the \u201cList this for in-app access by established clients\u201d checkbox, like so:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-26_at_9.31.26am.png\" height=\"651\" width=\"706\" class=\"center\" alt=\"screenshot_2024-04-26_at_9.31.26am.png\" \/><\/div><div>When you dedicate Offering Collections as listed for in-app access, your clients will see them as new items in their top-right user menu.<br \/><br \/>If there\u2019s just one such collection, it appears by name in the menu:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-26_at_9.41.27am.png\" height=\"287\" width=\"331\" class=\"center\" alt=\"screenshot_2024-04-26_at_9.41.27am.png\" \/><\/div><div><br \/>If you create more than one to be client-facing, they\u2019ll appear in the \u201cOfferings\u201d sub-menu:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-26_at_9.42.13am.png\" height=\"380\" width=\"332\" class=\"center\" alt=\"screenshot_2024-04-26_at_9.42.13am.png\" \/><\/div><div>If you designate the Offering Collection as available <strong>only to your established clients<\/strong>, anyone who accesses that collection when NOT already logged in (say, if they get to it by the direct URL rather than the the in-app link) will be redirected to log in first.&nbsp; In this way, by checking both check boxes you can designate collections of Offerings that are truly meant only for your established clients, and not the prospective ones.<\/div><br \/><div><h3>The Client Experience<\/h3><\/div><div>When your client clicks on the collection, they\u2019ll be sent the the Offerings Collection page to choose and sign up (or purchase).<br \/><br \/>Unlike the usual flow for new clients, they\u2019ll not need to fill in their name and email, since that is naturally already known. The other key difference is that they\u2019ll be able to use any payment cards they have on file to make purchases, making the process as quick and seamless as possible.<br \/><br \/>As you would expect, their signing up for a new Offering this way has whatever effects occur on their existing client account, rather than creating a new client account.<br \/><br \/>These effects can include:<br \/><ul><li>Scheduling themselves for an appointment (this can be one that they might not otherwise be able to schedule themselves for)<\/li><li>Paying for an appointment<\/li><li>Purchasing several appointments by way of a new Engagement<\/li><li>Participating in a Course<\/li><li>Gaining membership into a Group<\/li><li>Having a new Client Agreement to agree to<\/li><\/ul>\n<div><span style=\"font-size:20px;font-weight:700;\">Offering Link&nbsp;<\/span><br \/><\/div><div><p>&nbsp;<\/p>\n<div>If you don't want to offer things in-app, the links for Offerings are readily sharable either as Messages you post, in Whiteboards, and so on.<\/div><div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-26_at_9.43.23am.png\" height=\"524\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-04-26_at_9.43.23am.png\" \/><\/div><\/div><p>&nbsp;<\/p>\n<p>If your client signs up with the same email they have on file with you (or is already logged in as themselves when signing up), that signup will have the effect of adding to their existing client account. That includes scheduling an Appointment, taking a Course, joining a Group, filling out a Worksheet, signing a new Agreement, or starting a payment plan.<\/p>\n<br \/><\/div>\n<\/div>","inAppPage":"offerings","searchTermSet":["Offerings for Existing Clients","How can clients buy more sessions or packages from me?","Can existing clients use an Offering?","Offerings for Established clients"],"reducedSearchTermSet":["offer exist client","_1 bui more session or packag from me","can exist client us offer","offer establish client"],"relatedTopicSet":[""],"ID":"305","ParentID":"293"},"companies\/updating":{"slug":"updating","slugPath":"companies\/updating","name":"Updating Companies","article":"<div>By clicking on the gear icon (<span class=\"icon-gear button omega\">&nbsp;<\/span>) for a given company, you can update that \ncompany's basic information.<\/div><br \/><div><h2>Basics<\/h2>On the basics tab, you can update a few bits of company information and several settings, such as:<\/div><div><ul><li>Uploading a company logo<\/li><li>Updating the company's name if needed<\/li><li><span style=\"margin:0px;padding:0px;\">Enter the full company address, which will appear on&nbsp;<a href=\"companies\/invoicing\" class=\"toArticle\">company invoices<\/a>&nbsp;and<\/span>&nbsp;remain on file for your reference.<\/li><li>If you invoice in <a href=\"clientInvoicing\/multipleCurrencies\" class=\"toArticle\">multiple currencies<\/a>, you can indicate this company's preferred currency.<\/li><li>Allowing invoicing of individual company clients in addition to being able to invoice the company.<\/li><li>Adding the company domain allows the system to recognize and associate clients signing up via an Offering to be associated with the company.<\/li><\/ul>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-09-04_at_8.25.30am.png\" height=\"871\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-09-04_at_8.25.30am.png\" \/><\/div><\/div><div><h2 style=\"font-weight:700;\">Delete\/Deactivate<\/h2><div>In the&nbsp;<em>Delete\/Deactivate<\/em>&nbsp;tab, you can <a href=\"companies\/deleting\" class=\"toArticle\">delete<\/a> or <a href=\"companies\/deactivating\" class=\"toArticle\">deactivate<\/a> your company.<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-09-04_at_8.30.16am.png\" height=\"619\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-09-04_at_8.30.16am.png\" \/><\/div>","inAppPage":"","searchTermSet":["Updating Companies","Where do I go to upload a logo for a company?"],"reducedSearchTermSet":["updat compani","_0 go upload logo compani"],"relatedTopicSet":[""],"ID":"431","ParentID":"422"},"clients\/exporting":{"slug":"exporting","slugPath":"clients\/exporting","name":"Exporting Client Records","article":"<div>CoachAccountable allows you to export complete client records, ready for gifting to your clients.&nbsp;<br \/><\/div><br \/><div>On the Client Dashboard, you can find an <em>Export<\/em> button for each client:<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-10_at_1.57.15pm.png\" height=\"529\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-10-10_at_1.57.15pm.png\" \/><\/div><br \/><div>Give it a click, and you\u2019re greeted with some options of what data you\u2019d like to include in the export:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_11.01.24am.png\" height=\"658\" width=\"771\" class=\"center\" alt=\"screenshot_2024-03-21_at_11.01.24am.png\" \/><\/div><div><div>By default, the complete coaching history will be exported, but if for example, you\u2019d like to share a monthly update, you can narrow it down to the month of interest.<\/div><br \/><div>Similarly, by default, all types of items are included, but if for example you just want Metrics and Actions, just pick those two and uncheck the rest.<\/div><br \/><div>What you get is a single HTML file: super lightweight and super portable. &nbsp;This format makes it easy to share with interested parties via email as a simple attachment.<\/div><br \/><div>Here\u2019s what one looks like:<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_10.57.15am.png\" height=\"1105\" width=\"279\" class=\"center\" alt=\"screenshot_2024-03-21_at_10.57.15am.png\" \/><\/div><br \/><div><div>As an HTML file, you can even post the record file online, either as a way to publicly showcase your style of coaching (assuming you\u2019ve got your client\u2019s blessing to do so) or to share with select parties in some sort of secure manner.<\/div><br \/><div>Though there are undoubtedly others, here are 3 general uses for client exports:<\/div><div><ul><li>To provide a client company a consolidated report on coaching progress on the individuals they\u2019ve hired you to coach.<\/li><li>As a case study to showcase your coaching style and results.<\/li><li>As a regular or end-of-term souvenir for your clients to have and keep<\/li><\/ul>\n<br \/><h2>Downloading Uploaded Files<\/h2><\/div><div>If what you're really interested is getting all the files that have been uploaded for a given client, follow the same steps BUT click the little \"Download files...\" button found in the lower right of the \"Download Client Record\" pop up.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-21_at_11.01.24am-2.png\" height=\"658\" width=\"771\" class=\"center\" alt=\"screenshot_2024-03-21_at_11.01.24am-2.pn\" \/><\/div><div>Doing so will toggle the controls into files mode, allowing you to make relevant selections of which files you'd like included.&nbsp; When you're ready, click the \"Download files\" button to get exactly that.<\/div><div><br \/>\n<\/div><\/div>","inAppPage":"","searchTermSet":["Exporting Client Records","How can I export all my data?","How can I give my client a summary of our coaching relationship?","Where can I view all my client records?","Can I send a coachee a report of all their data?","Can I print out a record of all client activity?","How can I show my client everything they've ever done in CoachAccountable?","How do I create case studies?","How do I keep third parties updated on client progress?","What reports are available in CoachAccountable?","Export","Export Active Client"],"reducedSearchTermSet":["export client record","_0 export all datum","_0 give client summari our coach relationship","_0 view all client record","can send coache report all their datum","can print out record all client activ","_0 show client everyth they'v ever done in coachaccount","_0 creat case studi","_0 keep third parti updat on client progr","what report ar avail in coachaccount","export","export activ client"],"relatedTopicSet":["clients\/engagement","clients\/happeningsreports"],"ID":"9","ParentID":"1"},"courses\/starterkitCourses":{"slug":"starterkitCourses","slugPath":"courses\/starterkitCourses","name":"Starter Kit Courses","article":"<div>A \u201cStarter Kit\u201d course is simply a one Step course which contains all of \nthe items that are part of a standard setup for a new client.&nbsp;<\/div><div><br \/><\/div><div>Consider the following scenarios:<\/div><div><ul><li>Nutrition and wellness coaches routinely have their clients track things like weight, exercise, and dietary intake.<\/li><li>Real estate office managers training their agents on performance will often be concerned with typical metrics like appointments, touch points, and showings.<\/li><li>Business development coaches commonly start their clients with a standard action plan which has owners taking stock of their operations and getting generally prepared for the process.<\/li><\/ul>\n<\/div><div>In these cases (and many more) it is common for a coach to have a standard set of&nbsp;<a href=\"metrics\/template\" class=\"toArticle\">Metrics<\/a>, Files and\/or assignments that applies to every new client they onboard.<\/div><br \/><div><a href=\"courses\" class=\"toArticle\">CoachAccountable Courses<\/a>&nbsp;provides a way to quickly set up new clients according to these standard templates using what are called \u201cStarter Kit Courses\u201d.<\/div><br \/><div>Here\u2019s what a Starter Kit course might look like for a fitness coach:<br \/><\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/starterkitcoursetimeline.png\" class=\"center\" width=\"1000\" height=\"1200\" alt=\"starterkitcoursetimeline.png\" \/><\/div><br \/><div>Once created, onboarding a new client is as simple as putting that client into the Starter Kit course, set to begin today:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/starterkitcourseaddparticipant.png\" class=\"center unrounded\" width=\"1000\" height=\"604\" alt=\"starterkitcourseaddparticipant.png\" \/><\/div><div><br \/>If you\u2019re starting up multiple clients at once, quickly add them all by clicking the \u201cActually I want to add several participants\u2026\u201d link.<br \/><br \/>Upon adding, the system will immediately dispatch the items for Day 1 of that course, and thus the client will be set up with all of the items that they should be to get started.<br \/><br \/>Notice how each item is set to send out early in the day, 5am.&nbsp; The exact time isn\u2019t important: you just want it to be at such a time that, at the time at which you add a client to the course, the items\u2019 sending time has already passed (thus they\u2019ll be put with your client immediately).<br \/><br \/>Click over to the client\u2019s page and sure enough you\u2019ll find the items all set up:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/starterkitcourseseewhatsnew.png\" class=\"center\" width=\"1000\" height=\"784\" alt=\"starterkitcourseseewhatsnew.png\" \/><\/div><br \/><br \/><br \/><div>Courses are nice general-purpose tools for automating the delivery of coaching programs. &nbsp;A Starter Kit Course is just a special case of Courses in general: a 1-day mechanism to deliver a few setup items.<\/div><br \/><div>If you have standard things that go out to all of your new clients, try setting those up as a Starter Kit Course. &nbsp;And who knows, after playing around with that for a few minutes you might find you have reason to build an even longer and more complex course from that\u2013just add more days to the timeline and see how much structured support you can add over the long term for your clients.<\/div>","inAppPage":"","searchTermSet":["Starter Kit Courses","How can clients hit the ground running?","What's the best way to use Courses?","What's an example of a good Course?","Can I assign someone to a Course at the same time that I add them to the system?","What's a starter kit Course?","How do I get my clients up and going on the system?","What are some best practices for getting started?","How do I integrate my intake process into CoachAccountable?","What's a good way to do client orientation?","How can I automate client setup?"],"reducedSearchTermSet":["starter kit cours","_1 hit ground run","what' best wai us cours","what' exampl good cours","can assign someon cours at same time that add them system","what' starter kit cours","_0 get client up and go on system","what ar some best practic get start","_0 integr intak proce into coachaccount","what' good wai client orient","_0 autom client setup"],"relatedTopicSet":["strategy\/clientUse"],"ID":"166","ParentID":"102"},"offerings\/collections":{"slug":"collections","slugPath":"offerings\/collections","name":"Offering Collections","article":"<div>Offering Collections allows you to take a collection of Offerings and make them available in a single widget (or on a single, standalone page), wherein visitors are presented with a menu of Offerings to choose from, rather than a single one.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-22_at_9.45.58am.png\" height=\"971\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-10-22_at_9.45.58am.png\" \/><\/div><br \/><div>You can also use an Offering Collection with just a single Offering so that the Description and Blurb of the Offering show to a visitor.<\/div><br \/><div>To create an Offering Collection, you'll first need to create the Offerings you want to be part of.&nbsp; Then visit the Collections tab and click +Collection:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-20_at_8.09.46am.png\" height=\"516\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-03-20_at_8.09.46am.png\" \/><\/div><br \/><div>\nSetting up a collection is a snap.&nbsp; Just give it a name, pick which of \nyour offerings should be included, and sort them however you like. That\u2019s it.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-20_at_8.25.17am.png\" height=\"656\" width=\"732\" class=\"center\" alt=\"screenshot_2024-03-20_at_8.25.17am.png\" \/><\/div><br \/><div>Once your collection is created, you\u2019ll find the same ways of embedding that Offerings have:&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-20_at_8.28.57am.png\" height=\"564\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-03-20_at_8.28.57am.png\" \/><\/div><div><div><div>Like with Offerings, Offering Collections are branded as your own in both widget and full-screen mode.<\/div><\/div><br \/><\/div><div>If you need to add or remove the Offerings included within the Collection, click on it to make those changes:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-06-19_at_1.21.05pm.png\" height=\"632\" width=\"660\" class=\"center\" alt=\"screenshot_2024-06-19_at_1.21.05pm.png\" \/><br \/><\/div><div><h2>Offering Descriptions<\/h2><div>With Offerings lined up in a sort of \u201cmenu\u201d format, it\u2019s nice to be able to show your would-be clients (who will be perusing said menu) a little more than just the name of each one.&nbsp; This is where the \u201cDescriptions\u201d part of an Offering is useful:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-03-20_at_8.09.11am.png\" height=\"750\" width=\"893\" class=\"center\" alt=\"screenshot_2024-03-20_at_8.09.11am.png\" \/><\/div><br \/><\/div><div>Whatever blurbs you set for your Offerings appear in the \u201cChoose\u201d step for the Offerings in a Collection. If you set a longer description (using the WYSIWYG editor just below), that will be accessible from that menu as well.<\/div>","inAppPage":"offerings","searchTermSet":["Offering Collections","How can I combine multiple Offerings?","How can clients choose from a list of my coaching services?","Where does the description of an Offering show?","Collection","Collections","In-App Offerings","How can I show my Offerings in-app?"],"reducedSearchTermSet":["offer collect","_0 combin multipl offer","_1 choos from list coach servic","do descript offer show","collect","collect","in app offer","_0 show offer in app"],"relatedTopicSet":[""],"ID":"350","ParentID":"293"},"companies\/personnel":{"slug":"personnel","slugPath":"companies\/personnel","name":"Company Personnel","article":"<div>Companies allow you to create user accounts for personnel.&nbsp; <strong>Personnel<\/strong>\n are members of a company you aren\u2019t necessarily working with directly, \nyet who have a vested interest in the work you\u2019re doing nonetheless.<\/div><br \/><div><div><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">And in case you were wondering: personnel&nbsp;<\/span><strong style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">do not<\/strong><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">&nbsp;<\/span><strong style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">count<\/strong><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">&nbsp;<\/span><strong style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">toward your subscription plan<\/strong><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">, so you\u2019re free to get everyone in the loop who should be!<\/span><\/div><br \/><div><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\"><span style=\"text-align:left;\">Go to the Personnel section of the Company and click the (+) next to Personnel on the left side menu or the<span>&nbsp;<\/span><\/span><em style=\"text-align:left;\">+Personnel<\/em><span style=\"text-align:left;\"><span>&nbsp;<\/span>button at the top right:<\/span><br \/><\/span><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-26_at_6.21.33pm-2.png\" height=\"555\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-10-26_at_6.21.33pm-2.png\" \/><\/div>\n<br \/>From there click either 'Add someone new'&nbsp; or if your Personnel is also a client within the company you are also coaching you can click 'Add for existing client':<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-10-26_at_6.25.34pm.png\" height=\"677\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-10-26_at_6.25.34pm.png\" \/><\/div><div><span>Adding personnel is much like adding clients or other team members: only name and email address are required, and you can send an invite email immediately or later (you\u2019ll find a new \u201cInvite New Company Personnel\u201d email template in Settings &gt;&gt; System &gt;&gt; Message Templates).<\/span><br \/><\/div><div><br \/><h2>Personnel Permission Settings<\/h2><div>These settings apply only to the Company at hand, so rest assured that Personnel of one company will not be able to see any records for clients in other companies, or other clients within your account.<\/div><br \/><div><span style=\"color:rgb(74,74,74);background-color:rgb(255,255,255);\">The collection of permission settings allows for granular control of what a given individual is and isn\u2019t allowed to see and do.&nbsp; This makes it possible to grant only access to manage invoices for one, a window into reports for another, and total transparency into all work for yet another.<\/span><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/Screenshot_2025-09-30_at_2.01.30PM.png\" height=\"555\" width=\"682\" class=\"center\" alt=\"Screenshot_2025-09-30_at_2.01.30PM.png\" \/><\/div><h3>Invoicing<\/h3><div>First, set this person's access to the Company's invoices.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/personnelinvoicing.png\" height=\"121\" width=\"563\" class=\"center\" alt=\"personnelinvoicing.png\" \/><\/div><div><em><strong>No access<\/strong><\/em> means this person will not be able to see or pay company invoices.<\/div><div><em><strong>Can view company invoices on file<\/strong><\/em> means this person can view, but not pay, company invoices.<\/div><div><em><strong>Can view and pay company invoices<\/strong><\/em> means this person can view and make payment on company invoices.<\/div><br \/><div>Select the box for \"Should receive company invoices when sent\" if you'd like this person to receive the invoices via email when they're issued. You can select more than one Personnel to receive a company's invoices if desired.<\/div><br \/><h3>Engagements<\/h3><div>Set this person's access to the&nbsp;<a href=\"companies\/engagements\" class=\"toArticle\">Company's Engagements.<\/a><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/personnelengagement-2.png\" height=\"101\" width=\"535\" class=\"center\" alt=\"personnelengagement-2.png\" \/><\/div><div><em>No access<\/em>&nbsp;means this person will not be able to view any company engagements.<\/div><div><em>Can view engagements for which they are Managing Personnel <\/em>means they will be able to see company engagements they're managing, but not any engagements managed by other Personnel.&nbsp;<\/div><div><em>Can view all company engagements<\/em>&nbsp;means this person can view both the engagements they're managing as well as any company engagements managed by other Personnel.&nbsp;&nbsp;<\/div>\n<br \/><h3>Clients<\/h3><div>Set this person's access to clients.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/personnelclients.png\" height=\"100\" width=\"543\" class=\"center\" alt=\"personnelclients.png\" \/><\/div><div><em>No access<\/em>&nbsp;means this person can view neither the listing nor the records of the clients.&nbsp;<\/div><div><em>Can view the listing of clients<\/em>&nbsp;means this person can view the entire list of clients within the company, but no specific details from within their accounts.<\/div><div><em>Can view client records<\/em>&nbsp;means this person can view chosen aspects of the actual content of the client accounts within the company. If you choose this option, an additional selection reveals itself.&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/personnelclientrecords.png\" height=\"172\" width=\"539\" class=\"center\" alt=\"personnelclientrecords.png\" \/><\/div><div>Selecting any of these options allows the Personnel access to the clients' coaching content. For example, choosing to include Worksheets will allow this individual to see the full text of completed Worksheets for clients in the company, including Metrics will allow this individual to see the Metric data for the clients in the company, and so on.<\/div><br \/><h3>Other Access<\/h3><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/personnelotheraccess.png\" height=\"122\" width=\"578\" class=\"center\" alt=\"personnelotheraccess.png\" \/><\/div><div><em>Can view Appointment records<\/em>&nbsp;means that this Personnel user can see the full detail of the company's appointments.<\/div><div><em>Can view Reports <\/em>means this user will have a Reports tab when they log in. This report tab can include any of the three available reports, all downloadable as CSV files.<\/div><blockquote style=\"margin:0 0 0 40px;border:none;padding:0px;\"><div><ul><li><em>Client Activity <\/em>is a report similar to the coach's&nbsp;<a href=\"reports\/engagement\" class=\"toArticle\">Client Activity Report.<\/a>&nbsp;The user can see, week over week, the activity for clients within the company. Particular items (Worksheets, Messages, and so on) can be included or excluded from the report. Note that this report does not allow the Personnel to see the actual content of these items; for that, refer to the section above on client records.<\/li><li><em>Appointment History<\/em>&nbsp;is quite similar to the permission \"View appointment records\" above, and includes who the coach is, who the client is, time, etc., but as a report format downloadable as a CSV.<\/li><li><em>Appointment Stats <\/em>is a <span style=\"color:rgb(47,57,65);background-color:rgb(255,255,255);\">higher-level view, and only lists how many appointments Occurred, Canceled, and are Upcoming (rather than the more detailed description from the&nbsp;<em>Appointment History <\/em>report).<\/span><\/li><\/ul>\n<\/div><\/blockquote><\/div><\/div>","inAppPage":"","searchTermSet":["Company Personnel","How do I invite company personnel?","Invite new personnel","How do I invite personnel?"],"reducedSearchTermSet":["compani personnel","_0 invit compani personnel","invit new personnel","_0 invit personnel"],"relatedTopicSet":[""],"ID":"432","ParentID":"422"},"clients\/happeningsreports":{"slug":"happeningsreports","slugPath":"clients\/happeningsreports","name":"Happenings Reports","article":"<div>Happenings Reports are email summaries of client activity that get sent to you, your client, or a third party on a regular basis. They're useful because they allow you to see what a client has been up to without logging into the system.<\/div><br \/><div>To create a Happenings Report, head to the <em>Settings &gt;&gt; My Style &gt;&gt; <\/em><em>Happenings Reports,&nbsp;<\/em>then click <em>+Happenings Report<\/em>.<br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.18.57pm.png\" height=\"527\" width=\"1000\" class=\"center unrounded stroke\" alt=\"screenshot_2024-05-03_at_2.18.57pm.png\" \/><\/div><div><a href=\"clients\/happeningsreports\/setup\" class=\"toArticle\">Setup consists of choosing who to send the report to, which clients to report on, what to include in the report, and when to send<\/a>.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_4.09.48pm.png\" height=\"860\" width=\"755\" class=\"center\" alt=\"screenshot_2024-05-02_at_4.09.48pm.png\" \/><\/div><div>You can set them up in four ways:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_4.23.03pm.png\" height=\"151\" width=\"595\" class=\"center\" alt=\"screenshot_2024-05-02_at_4.23.03pm.png\" \/><\/div><div><h2>Happenings Reports for You, as Coach<\/h2><div>By configuring a report to go to yourself as coach, you can get a quick digest of what\u2019s happening with any or all of your clients at regular intervals, without needing to log in and look into individual clients. &nbsp;This summary enables you to be even more on top of how things are going, and allows you to be more proactive with your support.<\/div><br \/><div>If you coach your clients on a regularly schedule basis, you can configure a series of Happenings Reports, each covering a single client and each to be delivered to your email inbox right before the respective appointments\u2013perfect for getting up to speed just in time if logging in that moment isn\u2019t convenient.<\/div><br \/><h2>Happenings Reports for Your Clients<\/h2><div>By configuring reports for your clients, you can give them a summary of all coaching happenings at regular intervals. This can serve either as a nice tangible record of progress and accomplishments, or as a tidy reminder to keep up with outstanding actions, complete outstanding assignments, and be mindful to cause and track results for current Metrics.<\/div><br \/><h2>Happenings Reports for Third Parties<\/h2><div>The record of your coaching relationships in CoachAccountable is generally shared only between you and your clients, but in many scenarios it is desirable (or even necessary) to give third parties a window into client progress as it unfolds. &nbsp;By configuring reports for third parties these designated recipients can be automatically kept abreast of progress and coaching results on a regular basis.<\/div><br \/><div>This is perfect for when the person hiring you is not your coaching client but someone else, someone to whom you are responsible for producing results with your coaching clients.<\/div><\/div><br \/><h2>Happenings Reports for Company Personnel (<em>maybe<\/em>)<\/h2><div>If those third parties want more direct access to what clients are doing, you may want to consider using&nbsp;<a href=\"https:\/\/blog.coachaccountable.com\/2020\/09\/introducing-companies\/\" target=\"_blank\">Companies<\/a>. That way the third party person will have their own login and access to whatever you provide about that client, instead of a passively received Happenings Report.&nbsp;<\/div><br \/><div>You can also set up a&nbsp;<a href=\"companies\/happeningsReports\" class=\"toArticle\">Company Happenings Report<\/a>, which can be automatically sent to one or more&nbsp;<a href=\"companies\/personnel\" class=\"toArticle\">Company Personnel.<\/a><\/div><br \/><div><em>Note that you will not see company personnel as an option in the \"send to\" selection unless you have set the \"report on\" section to \"clients from one or more Companies\". This option will only show if you've enabled Companies.<\/em><\/div><br \/><h2>Setup<\/h2><div><div>The controls for setting up a Happenings Report offer flexibility to handle numerous and varied scenarios. &nbsp;Here are some examples:<\/div><div><ul><li>Send only Metrics for certain clients to HR on the first of every month.<\/li><li>Give each of your clients an end-of-week summary of Actions for them to keep up with.<\/li><li>Send yourself the complete details on a particular client every Tuesday at 10:45, just prior to their weekly session.<\/li><\/ul>\n<\/div><div>Here\u2019s what one looks like in your email inbox:<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/happeningsreportemail.png\" height=\"0\" width=\"0\" class=\"center\" alt=\"happeningsreportemail.png\" \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/happeningsreportview.png\" height=\"1112\" width=\"493\" class=\"center\" alt=\"happeningsreportview.png\" \/><\/div><div><div>Client and coach alike can make comments on any item in a Happenings Report via email simply by clicking on the little comment icon next to it. Comments sent via email this way are captured in the system as Stream Item Comments, and forwarded on to the other party as usual.<\/div><br \/><div>You can configure as many Happenings Reports as you like, each on their own schedule, covering their own set of clients and item types, and sending to their own recipient or recipients.<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-02_at_4.27.18pm.png\" height=\"651\" width=\"754\" class=\"center\" alt=\"screenshot_2024-05-02_at_4.27.18pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Happenings Reports","How do I keep up with what my clients are up to?","Can I email myself a summary of client activity?","How can I send my manager, corporate client, or other third-party updates on my coaching?","Can I make a report that gets sent via email?","How can I send myself Actions, Metrics, and other client happenings without logging in?","What reports are available in CoachAccountable?","Can I create email reports?","Happenings","Happenings Report","Setup Happenings Report"],"reducedSearchTermSet":["happen report","_0 keep up with what client ar","can email myself summari client activ","_0 send manag corpor client or other third parti updat on coach","can make report that get sent vium email","_0 send myself action metric and other client happen without log in","what report ar avail in coachaccount","can creat email report","happen","happen report","setup happen report"],"relatedTopicSet":["clients\/exporting","appointments\/pastReports","reports","reports\/engagement"],"ID":"141","ParentID":"1"},"offerings\/purchases":{"slug":"purchases","slugPath":"offerings\/purchases","name":"Purchases & Signups","article":"<div>At any time you can run a report of all the purchases and sign ups that have come through for all your Offerings.<\/div><br \/><div>Click on the column headers to sort by date, client name, Offering name, or amount paid. Filter by date.&nbsp; Click on a client's name to get right to that person's client page.&nbsp; Clicking on the Offering name itself brings up the Offering editor, when available.<br \/><\/div>","inAppPage":"offerings::Purchases","searchTermSet":["Purchases & Signups","What is the Purchases\/Signups tab?","How can I tell which Offering is most popular?","How can I track how many people signed up?"],"reducedSearchTermSet":["purchas & signup","what purchases\/signup tab","_0 tell which offer most popular","_0 track mani person sign up"],"relatedTopicSet":["reports"],"ID":"401","ParentID":"293"},"companies\/primaryLiasons":{"slug":"primaryLiasons","slugPath":"companies\/primaryLiasons","name":"Company Primary Liaisons","article":"<div>The <strong>primary liaison<\/strong> for a company is the person in your organization who \nwill appear as the contact for company personnel. The primary liaison will also receive any notifications about \ncompany invoices.<br \/><\/div>\n<div><br \/><\/div>\n<div>Layout-wise, company personnel will see the primary liaison at the \ntop of the left sidebar. It\u2019ll look much like how primary coaches appear\n for clients, at the top of the left sidebar. When personnel click on \nthe avatar, they\u2019ll see the primary liaison\u2019s profile (if shared). They \ncan also click to email the primary liaison.<\/div>","inAppPage":"","searchTermSet":["Company Primary Liaisons","What does the \"primary liaison\" for a company mean?"],"reducedSearchTermSet":["compani primari liaison","what do \"primari liaison\" compani mean"],"relatedTopicSet":[""],"ID":"425","ParentID":"422"},"courses\/availability":{"slug":"availability","slugPath":"courses\/availability","name":"Course Availabilities","article":"<div>In addition to adding a client as a&nbsp;<a href=\"courses\/participations\" class=\"toArticle\">participant in a Course<\/a>, you have the ability to simply make a Course available to a client.<\/div><br \/><div>When a Course is available to a client, it is NOT yet an active participation, and thus none of the materials will yet be shared with your client.&nbsp; Rather it is the OPTION for a client to start that Course for themselves whenever they are ready.<\/div><br \/><div>You can make Courses available to your clients from one of two places:<\/div><br \/><div>From the Home &gt;&gt; Courses area for a given Course, within the \"Avail's\" section in the right side bar:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courseavailabilities-addforcourse.png\" height=\"863\" width=\"934\" class=\"center\" alt=\"courseavailabilities-addforcourse.png\" \/><\/div><blockquote><div><em>Tip: From a Course, you're able to make that Course available to one or more clients all at once.<\/em><\/div><\/blockquote><div><br \/>Or from a given client's Client Page, in the Courses &gt;&gt; Available area:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courseavailabilities-addforclient.png\" height=\"469\" width=\"703\" class=\"center\" alt=\"courseavailabilities-addforclient.png\" \/><\/div><blockquote><div><em>Tip: From a Client Page, you're able to make multiple Courses available to that client.<\/em><\/div><\/blockquote><br \/><blockquote><div><em>Note: For obvious reasons, you're not able to make a Course available to clients whose visibility setting is set to \"Totally hidden from clients\".<\/em><\/div><\/blockquote><br \/><div>When you make one or more Courses available to your client, they'll appear on your client's Client Page &gt;&gt; Courses section in the Available tab, like so:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courseavailabilities-clientpagelisting.png\" height=\"689\" width=\"1000\" class=\"center fullScreenshot\" alt=\"courseavailabilities-clientpagelisting.p\" \/><\/div><br \/><div>Your client can click on an available Course found here and commence it whenever they're ready:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courseavailabilities-clientcommenceui.png\" height=\"515\" width=\"483\" class=\"center\" alt=\"courseavailabilities-clientcommenceui.pn\" \/><\/div><div>\n<div><h3>Previewing Available Courses<\/h3><\/div><div>You'll note in the screenshot above that the client is shown the thumbnail for the Course they are about to commence.&nbsp; To better preview and give\n context for the Courses you make available to clients, you're able to \nset a Description for the Course.&nbsp; Do this on the Course's Course \nBuilder Page &gt;&gt; Settings section, in the Description tab:<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courseavailabilities-settingcoursedescription.png\" height=\"745\" width=\"999\" class=\"center fullScreenshot\" alt=\"courseavailabilities-settingcoursedescri\" \/><\/div><br \/><div>When set, that's what clients will see when they go to commence their one of their available Courses:<\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courseavailabilities-clientcommenceuiwithdescr.png\" height=\"900\" width=\"720\" class=\"center\" alt=\"courseavailabilities-clientcommenceuiwit\" \/><\/div><br \/><div><h3>Future Available Courses<\/h3><\/div><div>When you make a Course available to your client, you can choose to make it available immediately, or at some date &amp; time in the future:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courseavailabilities-availablelater.png\" height=\"343\" width=\"632\" class=\"center\" alt=\"courseavailabilities-availablelater.png\" \/><\/div><br \/><div>Courses that you make available in the future will show to your clients in their Available Courses WITHOUT the \"available\" sash: they'll see it and know when it will be available, but won't be able to commence it until the time comes.<\/div><br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courseavailabilities-availablelatercard.png\" height=\"318\" width=\"425\" class=\"center\" alt=\"courseavailabilities-availablelatercard.\" \/><\/div><br \/><div><em>Note: Clients will NOT be automatically notified when the time comes.<\/em><br \/><\/div><br \/><br \/><h2>Available Courses and Offerings<\/h2><div>When configuring your&nbsp;<a href=\"offerings\" class=\"toArticle\">Offerings<\/a>, you can make enrollment into one or more Courses part of what happens when someone signs up or purchases it.&nbsp; A given Course that is part of an Offering can either be an actual Participation (i.e. the Course is commenced immediately), or a mere Availability (meaning the Course becomes available to your client, to commence whenever they desire).<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/courseavailabilities-offeringcourseoption.png\" height=\"697\" width=\"834\" class=\"center\" alt=\"courseavailabilities-offeringcourseoptio\" \/><\/div><br \/>","inAppPage":"","searchTermSet":["Course Availabilities",""],"reducedSearchTermSet":["cours avail"],"relatedTopicSet":[""],"ID":"518","ParentID":"102"},"clients\/overview":{"slug":"overview","slugPath":"clients\/overview","name":"Overview","article":"<div>This is the Overview. Here you'll get a nice summary of your client's work. You'll find the color coding found throughout the system. Red means late, Green means on time, Yellow means about to become late, or was done a little late. Orange means an item recently became late. Blue represents newly assigned items or recently inputted&nbsp;<a href=\"metrics\" class=\"toArticle\">Metric<\/a>&nbsp;data.<\/div><br \/><div>Note that the Overview is meant for easy viewing -- you can't actually complete items here.&nbsp;<\/div><div><br \/><h3>What's New<\/h3><div>The <em>What's New <\/em>tab shows recently assigned work. By default, you're shown a week's worth of items, but you can change the date range if you'd like. Next to the date selector, you can click <em>Include<\/em>&nbsp;to check and uncheck items for filtering.&nbsp;<br \/><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_5.54.09pm.png\" height=\"738\" width=\"920\" class=\"center\" alt=\"screenshot_2024-04-17_at_5.54.09pm.png\" \/><\/div><p><span style=\"font-weight:normal;\">Towards the bottom, you can also find an&nbsp;<\/span><a href=\"reports\/engagement\" class=\"toArticle\">engagement report<\/a><span style=\"font-weight:normal;\">&nbsp;for your client. Click the gear button to change the report's date range and the included items in that report.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3>What's Next<\/h3><div>The <em>What's Next<\/em>&nbsp;tab displays items that are due soon or are already late, as well as upcoming&nbsp;<a href=\"appointments\" class=\"toArticle\">Appointments<\/a>. CA will even display the number of days or weeks for upcoming appointments or items.<\/div><\/div><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-17_at_5.54.58pm.png\" height=\"327\" width=\"908\" class=\"center\" alt=\"screenshot_2024-04-17_at_5.54.58pm.png\" \/><\/div><h3>Appointments<\/h3><div>On the left hand side, under your client's profile picture you'll be able to add an Appointment by clicking + next to Appointments.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.21.34pm.png\" height=\"500\" width=\"264\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.21.34pm.png\" \/><\/div><div><span>Click the toggle triangle to expand and get access to view Past or all Upcoming Appointments:<\/span><br \/><\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.23.58pm.png\" height=\"495\" width=\"999\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.23.58pm.png\" \/><\/div><div>You can hover over any appointment and click the gear icon to modify, send invite, or cancel:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-03_at_2.24.24pm.png\" height=\"418\" width=\"681\" class=\"center\" alt=\"screenshot_2024-05-03_at_2.24.24pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Overview","How do I see a summary of my client's work?","Where can I see lists of client assignments?","How do I get an overview of how my clients are doing?","Where can I get a rundown of due dates?","How can I easily view what's on time or late with a client?","Where is the client's dashboard","Client dashboard","Overview"],"reducedSearchTermSet":["overview","_0 see summari clients' work","_0 see list client assign","_0 get overview client ar do","_0 get rundown due date","_0 easili view what' on time or late with client","client' dashboard","client dashboard","overview"],"relatedTopicSet":[""],"ID":"209","ParentID":"1"},"companies\/invoicing":{"slug":"invoicing","slugPath":"companies\/invoicing","name":"Invoicing Companies","article":"<div>You can issue invoices to Companies just as you would regular \nclients.&nbsp; When you opt to send an invoice in the usual ways, personnel \ndesignated to receive company invoices will do so.&nbsp; (And if there are no\n personnel set to receive invoices, the system will lovingly let you \nknow as much when you try to send, and guide you to fix that!)<\/div>\n<br \/>\n<div>In Business Center &gt;&gt; Invoicing &gt;&gt; Accounts listing you\u2019ll see \ncompanies appear right alongside clients.&nbsp;&nbsp;<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_1.35.48pm.png\" height=\"610\" width=\"999\" class=\"center fullScreenshot\" alt=\"screenshot_2024-05-13_at_1.35.48pm.png\" \/><\/div><div>Clients who are \nassociated with a Company will no longer appear in the Accounts listing, unless you've selected the option to be 'Allow invoicing of individual company clients' when setting up the Company:<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-05-13_at_1.31.54pm.png\" height=\"823\" width=\"954\" class=\"center\" alt=\"screenshot_2024-05-13_at_1.31.54pm.png\" \/><\/div>","inAppPage":"","searchTermSet":["Invoicing Companies","How do I invoice a company rather than an individual?"],"reducedSearchTermSet":["invoic compani","_0 invoic compani rather than individu"],"relatedTopicSet":[""],"ID":"423","ParentID":"422"},"companies\/groups":{"slug":"groups","slugPath":"companies\/groups","name":"Company Groups","article":"<div>Once you\u2019ve got your Companies set up (including client affiliations \nwith those companies), you can create&nbsp;<a href=\"groups\" class=\"toArticle\">Groups<\/a>&nbsp;whose client membership is \ndefined by company.<\/div>\n<br \/><div>Just create a Group as usual, and then from the Membership area click the \u201c<em>Membership by Company\u2026<\/em>\u201d button.<\/div>\n<div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/screenshot_2024-04-14_at_6.57.00pm.png\" height=\"727\" width=\"1000\" class=\"center\" alt=\"screenshot_2024-04-14_at_6.57.00pm.png\" \/><\/div>\n<div>Setting Group membership by Company means that when you add a new \nclient to that Company, that client is automatically added into the \nGroup.&nbsp; (Likewise, removing a client\u2019s affiliation from a Company \nautomatically removes them from the Company Group.)<\/div>\n<br \/>\n<div>There\u2019s still flexibility, of course: you\u2019re still free to manually \nadd group clients who are not from the company, and remove select \ncompany clients as desired.&nbsp; Controls to deactivate and reactivate \nindividual Group memberships remain in effect as well.<\/div>","inAppPage":"","searchTermSet":["Company Groups","Can I make a group that includes everyone from a given company?"],"reducedSearchTermSet":["compani group","can make group that includ everyon from given compani"],"relatedTopicSet":["groups"],"ID":"426","ParentID":"422"},"companies\/happeningsReports":{"slug":"happeningsReports","slugPath":"companies\/happeningsReports","name":"Company Happenings Reports","article":"<div>Companies allow another handy ways to segment your clients along company lines,&nbsp; by virtue of Happenings Reports.<\/div><br \/><div>You can create Happenings Reports configured to include the clients in one\n or more companies.<\/div><br \/><div>If you choose to report on clients from <strong>exactly 1 company<\/strong>, you\u2019ll have the option to have the report sent to personnel from that company.<\/div><div>\n<img src=\"https:\/\/www.coachaccountable.com\/assets\/help\/gallery\/companyhappeningsreport.png\" height=\"520\" width=\"811\" class=\"center\" alt=\"companyhappeningsreport.png\" \/><\/div><div><h2>A Note on Maintaining Proper Access<\/h2><\/div><div>For Team Edition accounts, note that proper visibility into clients \nis always maintained based on who a given team member is allowed to \nsee.<\/div><br \/><div>For example, Acme Co. has clients A, B and C.&nbsp; If a team member is only \nallowed to see clients A and B, rest assured that a Happenings Reports \ncreated by that team member on the clients for Acme Co. will NOT contain all clients from Acme Co., but rather ONLY those that are visible to that team member (i.e. clients A and B).<\/div>","inAppPage":"","searchTermSet":["Company Happenings Reports","Can I send a Happenings Report to a company?"],"reducedSearchTermSet":["compani happen report","can send happen report compani"],"relatedTopicSet":["clients\/happeningsreports"],"ID":"424","ParentID":"422"}}