CoachAccountable
Knowledge Base

My Account
General
- Getting Started
  - Folders
- WYSIWYG Editors
  - Embedding Media
  - Keyboard Shortcuts
- Image Gallery
- Printing CA Screens
Client Administration
- Adding New Clients
  - Bulk Import Clients
- Inviting New Clients
  - Resending Invite
- Messaging Some or All Clients
- Updating Client Details
  - Profile Extra
  - Client-Specific Appointment Settings
- Deactivating/Reactivating Clients
- Deleting Clients
- Exporting Client Records
- Happenings Reports
  - Happenings Reports Setup
- Overview
Team Edition
- Adding New Coaches
  - Creating Freebies 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
- Appointment Types
- Basic Options
- Availability Setup
  - Alternate Availability
  - Troubleshooting Availability
- Scheduling with your Clients
- Appointment Reminders
- Past Appointment Reports
- Calendar Sync
- Zoom Meetings
Actions
- Completing Actions
- Action Reminders
- Action Projects
- Unmarking an Action Complete
- Coach Actions
Metrics
- Setting up a Metric
- Metric Reminders
- Embedding a Metric
- Template Metrics with Courses
- Types of Metrics
Worksheets
- Worksheet Templates
- Assigning Worksheets
- Form-Based Worksheets
- Self-Assigned Worksheets
- Worksheet Reminders
- Completing Worksheets
- Unmarking a Worksheet Complete
Stream
- Comments on Items
Session Notes
- Session Templates
- Writing up Your Session Notes
- Sharing Session Notes
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
Whiteboards
- Whiteboard Visibility
- Whiteboard Templates
- Whiteboard Notifications
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
Offerings
- Offering Agreements
- Offerings Setup
- Embedding an Offering
- Offerings for Existing Clients
- Offering Collections
- Purchases & Signups
Engagements
- Engagement Templates
- Engagement Enrollment
- Basic Options
- Engagement Notification Message
- Past Appointments & Verification
- Engagements & Offerings
- Modifying Engagements
Agreements
- Agreement Templates
  - Uploading Your Agreement Templates
- Issuing Agreements
- Customizing Agreements
- Reviewing Agreements
- Modifying Agreements
- Deleting Agreements
- Coach Signatures on Agreements
Courses
- Course Availabilities
- Creating Courses
- Course Settings
- Building Courses
- Step-based Courses
- Course Pages
- Course Participants
- Managing Courses
  - Sharing with the Team
  - Reassigning Ownership
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
Strategy
- Getting clients to love CA
- Starter Kit Courses
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?
- 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?
- 2-Factor Authentication
- Why can't I add certain clients to a group?
- How can someone else receive my CA Invoices?
- Item Visibility Settings
API
- Zapier Integration
Settings
- Client Page Arrangement
- Notifications
- System Email Addresses
- Coach Profile
- Message Templates
  - System Message Templates
  - Custom Message Templates
Reports
- Follow-Through Reports
- Client Activity Report
- Coach Touchpoints Report
- Appointment Reports
- Engagements Report
- Data Lab
  - Single Field
  - Activity Stats
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

Getting Started

Welcome 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.

Beyond 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. Clicking that will bring the relevant help article right up.

Have fun!

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Getting Started

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