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What is Client Present Mode?

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.

Activating Client Present Mode hides the following:

  • navigation links,
  • the top client search,
  • private items,
  • private comments,
  • private side notes,
  • other pages (if visited),
  • and other distractions.

Generally speaking, it makes everything in your CoachAccountable browser window appropriate for your client to see in a screen sharing scenario.

 

You’ll find the toggle button for it by hovering your mouse over the very bottom region of the left sidebar of a given client page. (On a touch device, simply tap in that bottom region to reveal it.)


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If you hit the browser back button or reload the page?  Things remain appropriately locked until you exit present mode.  Instead of seeing any potentially sensitive content, you’ll see this:

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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.