CoachAccountable
Knowledge Base

My Account
General
- Magic Tags
- Getting Started
  - Folders
- Getting clients to love CA
- WYSIWYG Editors
- Image Gallery
- Printing CA Screens
Client Administration
- Adding New Clients
  - Bulk Import Clients
- Inviting New Clients
  - Resending Invite
- Overview
- Updating Client Details
  - Profile Extra
  - Client-Specific Appointment Settings
- Default Landing Pages
- Messaging Some or All Clients
- Exporting Client Records
- Deactivating/Reactivating Clients
- Deleting Clients
- Happenings Reports
  - Happenings Reports Setup
Team Edition
- Adding New Coaches
  - Creating Freebie Clients for your Coaches
- Inviting New Coaches
- Coach Permissions
- Coach-Client Pairing
- Updating Coach Details
- Deactivating Team Members
- Deleting Team Members
- Team Client Listing
- Team Appointments
  - Team Appointment Scheduling
- Team Message Templates
- Messaging Some or All Coaches
Appointments
- Basic Options
- Appointment Types
- Availability Setup
  - Alternate Availability
  - Troubleshooting Availability
- Calendar Sync
- Virtual Meetings
- Scheduling with your Clients
- Appointment Reminders
- Past Appointment Reports
Actions
- Action Reminders
- Completing Actions
- Unmarking an Action Complete
- Action Projects
- Coach Actions
- Common Questions and Scenarios
Metrics
- Setting up a Metric
- Metric Reminders
- Embedding a Metric
- Template Metrics with Courses
- Types of Metrics
- Metric Templates
Worksheets
- Worksheet Templates
- Assigning Worksheets
- Form-Based Worksheets
- Self-Assigned Worksheets
- Worksheet Reminders
- Completing Worksheets
- Unmarking a Worksheet Complete
Stream
- Comments on Items
- Pinning Stream Items
Session Notes
- Session Templates
- Writing up Your Session Notes
- Sharing Session Notes
- Key Insights
Journal Entries
Sharing Files
- Embedded Media from Other Sites
- Library Files
- Sharing Multiple Files
  - Sharing a Single File With Multiple Clients
  - Sharing a Common Set of Files with Clients
- Linking to Shared Files
Whiteboards
- Whiteboard Visibility
- Whiteboard Templates
- Whiteboard Notifications
Reflections
- Video Tutorial
- Designing Reflections
- Reflections In Action
- Reflections and Visibility Settings
Messaging
- Future Scheduled Messages
Client Invoicing
- Creating and Deleting Invoices
- Scheduling Future Invoices
- Resending Invoices
- Online Payments
  - PayPal Payments
- Client Invoicing Reports
- Recording Payment
- Multiple Currencies
- Refunding Invoice Payments
- Integration with Other Accounting Platforms
- Payment Cards on File
- Invoicing Third Parties
- Invoice Header Information
- Invoice Templates
Offerings
- Offering Agreements
- Offerings Setup
- Embedding or Sharing an Offering
- Offerings for Existing Clients
- Offering Collections
- Purchases & Signups
Engagements
- Engagement Templates
- Engagement Enrollment
- Engagement Settings
- Engagement Notification Message
- Past Appointments & Verification
- Engagements & Offerings
- Modifying Engagements
- Common Questions and Scenarios
Agreements
- Agreement Templates
  - Uploading Your Agreement Templates
- Issuing Agreements
- Customizing Agreements
- Reviewing Agreements
- Modifying Agreements
- Deleting Agreements
- Coach Signatures on Agreements
- Resending Agreements
Courses
- Creating Courses
- Course Settings
- Building Courses
- Step-based Courses
- Course Pages
- Managing Courses
  - Sharing with the Team
  - Reassigning Ownership
- Course Participants
- Starter Kit Courses
- Course Availabilities
Groups
- Creating Groups
- Managing Membership
- Group Settings
- Group Items
- Export Group Record
- Reassigning Ownership
Companies
- Adding Companies
- Company Engagements
- Company Agreements
- Adding Clients to Companies
- Deactivating Companies
- Deleting Companies
- Updating Companies
- Company Personnel
- Company Primary Liaisons
- Invoicing Companies
  - Why you Can't Send an Invoice to the Company
- Company Groups
- Company Happenings Reports
FAQs
- How do I prevent files from being downloaded?
- What do I do if a client can't log in?
- Can clients download or print completed Worksheets
- Can I track client progress without logging in?
- Can I edit a Course after it's been assigned?
- How secure is my coaching data?
- How do I send items to multiple clients?
- My calendar isn't syncing correctly. What do I do?
- Can I change my country, time zone, and currency?
- My logo doesn't look right; what should I do?
- Is this a long-term commitment? How do I cancel?
- Do inactive clients count towards my subscription?
- What types of payment do you accept?
- Where can I change my pricing plan?
- How do I change my notification preferences?
- How do I integrate CA with my website?
- How do I change the from name in emails?
- How do I edit client terms after registration?
- Does my browser affect performance of the system?
- How do I enable text reminders and alerts?
- Can I get texts while traveling abroad?
- Why did I get logged out of my coach account?
- Is there a way to keep track of client hours?
- Can my client and I work on the same document?
- What billing level am I on?
- Can more than one client use one account?
- Can more than one coach use one account?
- Why are deleted group members getting group items?
- Why can't I delete this Action, Metric, Worksheet?
- How do I change the reporting day of a Metric?
- How do I edit Worksheet Tables?
- Why can't I add a Group to a Step-based Course?
- Can I coach coaches?
- How do I change a coach's profile picture?
- Can I create a shared appointment type?
- How can I tell if a client read my email?
- Does CoachAccountable support Interactive PDFs?
- Why can't my client download a certain file?
- Can you translate CA into [insert language here]?
- Why can't my client edit a Worksheet?
- How can I append Actions to Session Notes?
- Why doesn't my message show in the client Stream?
- Do new Group members receive past Group Items?
- Can updating templates update assigned Worksheets?
- How did my client get assigned this Worksheet?
- I assigned a client to the wrong coach, help?
- How do Group Course time zones work?
- The hyperlink in my message isn't working, help?
- How can other coaches edit my template/course?
- How do I assign a preparation form to a client?
- Can one user have multiple email addresses?
- Can a client share a file with a Group?
- How do I change my username?
- What's a credit card CVV?
- Why are my Worksheet links not working?
- Does the system integrate with Zoom, MS Teams, or Google Meet?
- How come clients can't fill in a table?
- How do I insert hyperlinks in message templates?
- Why can't I change my client's email address?
- Where do I edit Group Settings for Course Items?
- Can a Worksheet pipe into more than one Metric?
- How do I assign a repeating item?
- Can I coach myself?
- Does the system allow for scored assessments?
- Is there a limit to the number of coaches?
- How do I download a client roster?
- Can I use a custom URL?
- Is CoachAccountable a downloadable app?
- How can I sell my coaching services online?
- Do clients who sign up via an Offering "count"?
- How can I print from CA?
- Why name Form Items?
- Does CoachAccountable have a referral program?
- Can I change the date format?
- How do I change my password?
- How do I sync with Acuity, Calendly, ScheduleOnce?
- How do I change my email address?
- How do I delete a Course?
- Can I save my own Email Message Templates
- How do I send my client a schedule link?
- Is there a way to create discount or promo codes?
- Can I add past appointments for a client?
- How do I clone a Course?
- What is Client Present Mode?
- 2-Factor Authentication
- Why can't I add certain clients to a group?
- How can someone else receive my CA Invoices?
- Item Visibility Settings
- Rules for Monthly Invoices Late in the Month
- How can prospective clients schedule a free discovery call?
  - Why Do I Get Charged for Mere Prospects?
- Group Members didn't receive Appointment Notifications
- Which CRMs work well with CoachAccountable?
- Can I enable clients to choose their coach?
- Why have a pronoun setting for users?
API
- Zapier Integration
- Webhooks
Settings
- Client Page Arrangement
- Notifications
- System Email Addresses
- Coach Profile
- Message Templates
  - System Message Templates
  - Custom Message Templates
- Coaching Work
Reports
- Follow-Through Reports
- Client Activity Report
- Coach Touchpoints Report
- Appointment Reports
- Engagements Report
- Data Lab
Branding
- Color Scheme
- Logo and Icons
- Email Template
- System Name
- Login Page
- Login Widget
- Dark Mode
Resource Packages
- Resource Packages Setup
- Resource Package Tips and Answers
- Use Our Resource Packages

Zapier Integration

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.

Zapier is an online automation tool that connects your apps and services. You can connect apps to automate repetitive tasks.

Back to API

CoachAccountableKnowledge Base

Zapier Integration

CoachAccountable
Knowledge Base