Printing CA Screens
Adding New Clients
Bulk Import Clients
Inviting New Clients
Messaging Some or All Clients
Updating Client Details
Exporting Client Records
Happenings Reports Setup
Adding New Coaches
Creating Freebies for your Coaches
Inviting New Coaches
Updating Coach Details
Deactivating Team Members
Deleting Team Members
Team Client Listing
Team Appointment Scheduling
Team Message Templates
Messaging Some or All Coaches
Duration and Padding
Client Scheduling Rules
Pre- and Post- Appointment Worksheets
Location and Description
Coach and Client Phone Magic Tags
Scheduling with your Clients
Retroactive Scheduling Appointments
Modifying a Series of Appointments
Past Appointment Reports
Coordinating with Other Schedulers
Sync via Calendar Invite
Calendar Invites for Appointment Series in Outlook
Syncing to Google Calendar
Google Calendar Forced Reset
Syncing to Microsoft Outlook
Problem Syncing with Microsoft Outlook
Syncing to Apple iCal
Generating an Apple App Password
Syncing to other online calendars
Appointment Calendar Feed
Importing your online calendar
ICS Email Attachments
Zoom for Already-Scheduled Appointments
Connecting Zoom to Multiple Accounts
Using Your Personal Zoom Room for Appointments
Zoom Not Recognizing you as the Host
Deleting Zoom Meetings
Unmarking an Action Complete
Setting up a Metric
Piping in from Worksheets
Editing or Deleting a Metric
Embedding a Metric
Template Metrics with Courses
Types of Metrics
Form-Based Computed Values
Worksheet Answer Comments
Unmarking a Worksheet Complete
Comments on Items
Writing up Your Session Notes
Sharing Session Notes
Embedded Media from Other Sites
Sharing Multiple Files
Sharing a Single File With Multiple Clients
Sharing a Common Set of Files with Clients
Future Scheduled Messages
Creating and Deleting Invoices
Scheduling Future Invoices
Client Invoicing Reports
Invoice Line Items
Refunding Invoice Payments
Integration with Other Accounting Platforms
Offerings Page Arrangement
Embedding an Offering
Offerings for Existing Clients
Purchases & Signups
Engagement Notification Message
Past Appointments & Verification
Engagements & Offerings
Coach Signatures on Agreements
Course Basic Settings
Building a Routine Tracking Course
Course Power Tools
Changing an "In Progress" Course
Tips for Building Course Pages
Converting Existing Courses into Pages
When (and When NOT) to Use Course Pages
Course Pages for Clients
Customizing a Course
Modifying In-Progress Participations
Sharing with the Team
Group Activity Digests
Group Session Notes
Group Action Projects
Export Group Record
Adding Clients to Companies
Company Primary Liaisons
Why you Can't Send an Invoice to the Company
Company Happenings Reports
Getting clients to love CA
Starter Kit Courses
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?
Why doesn't my Action Project show up?
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 Skype or Zoom?
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?
What good are named data fields?
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?
Which Magic Tags can I use?
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?
Why can't I add certain clients to a group?
How can someone else receive my CA Invoices?
Client Page Arrangement
System Email Addresses
System Message Templates
Custom Message Templates
Client Activity Report
Coach Touchpoints Report
Coaching Hours Log
Group History Report
Logo and Icons
Resource Packages Setup
Resource Package Tips and Answers
Use Our Resource Packages
Back to FAQs
How do I download a client roster?
You can download a list of your clients, along with their contact information, by clicking export button next to
while on your Clients tab.
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