On the My Account page, you can set various preferences and change aspects of your account.
User Profile
Set
your basic details here. Add or change your profile headshot. Change
your name, email address, phone number, physical address, and gender.
You can also change other basic details regarding your account, such as
your time zone, date format, and time format.
These details won't necessarily show to clients - you can choose what clients see in Settings >> My Profile.
Message Preferences
Here's
where you let us know how you'd like us to contact you about
CoachAccountable webinars, new features, and news. We don't contact you
often, but want to make sure we're updating you in the way you prefer.
Subscription
View
your current CoachAccountable subscription, storage usage, and date of
your next invoice. Upgrade or downgrade your package if your number of
active clients is changing.
Account Type
Switch between a single coach account and a Team Edition account here.
Add Ons
Turn
some CoachAccountable features on and off. Use this to simplify your
account. All of these features come at no extra charge.
Billing Information
Here's
where you update the credit or debit card you'd like us to charge for
your monthly CoachAccountable subscription. You can also add further
information that may be required by any accounting departments or
authorities in your location.
Invoices
Find copies of your past CoachAccountable subscription invoices here.
Data Processor Addendum
For
compliance with the EU's General Data Protection Regulation (GDPR), you
may need to accept and print a Data Processor Addendum for your
clients.
Export Data
Export all of your files and all of your data at any time.
Cancel Account
Straightforward, no-nonsense cancellation.
Referral Program
Sign up for, and view progress in, the CoachAccountable Referral Program.