Now that you are set up and ready for business, let's get ready to host clients on your portal.
This will involve setting up:
- Branding
- Client Page Arrangement
- Notifications
- Message Templates
- Simple Welcome or Starter Course
CoachAccountable
Knowledge Base
- General
- My Account
- Common Questions and Scenarios
- How do I change my username?
- How do I change my password?
- How do I change my email address?
- Can I change the date format?
- 2-Factor Authentication
- 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?
- Can I change my country, time zone, and currency?
- What billing level am I on?
- Is this a long-term commitment? How do I cancel?
- Where can I change my pricing plan?
- How secure is my coaching data?
- What types of payment do you accept?
- Common Questions and Scenarios
- Ready For Business
- Appointments
- Basic Options
- Appointment Types
- Availability Setup
- Calendar Sync
- Virtual Meetings
- Scheduling with your Clients
- Appointment Reminders
- Past Appointment Reports
- Common Questions and Scenarios
- Manually Block Out Time
- Google Calendar Forced Reset
- Problem Syncing with Microsoft Outlook
- Deleting Zoom Meetings
- Coordinating with Other Schedulers
- Calendar Invites for Appointment Series
- Syncing Google to Multiple CA Accounts
- Zoom Not Recognizing you as the Host
- Using Your Personal Zoom Room for Appointments
- Troubleshooting Availability
- Zoom Forced Reset
- My calendar isn't syncing correctly. What do I do?
- Is there a way to keep track of client hours?
- Does the system integrate with Zoom, MS Teams, or Google Meet?
- How do I sync with Acuity, Calendly, ScheduleOnce?
- Can I add past appointments for a client?
- Client Invoicing
- Creating and Deleting Invoices
- Scheduling Future Invoices
- Resending Invoices
- Online 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
- Engagements
- Engagement Templates
- Engagement Enrollment
- Engagement Settings
- Engagement Notification Message
- Past Appointments & Verification
- Engagements & Offerings
- Modifying Engagements
- Common Questions and Scenarios
- How do I set a special intro price for the first month?
- How do I allow varying allocations of several Appointment Types?
- How can I let clients purchase Appointments à la carte?
- How do I allow clients to choose between one upfront or monthly payments for a coaching program?
- How do I invoice my clients only when they've used up their Appointments?
- Rules for Monthly Invoices Late in the Month
- Offerings
- Appointments
- Ready To Host
- Ready To Coach
- Adding Your Freebie
- My Style
- Actions
- Session Notes
- Worksheets
- Sharing Files
- System Email Addresses
- Metrics
- Journal Entries
- Whiteboards
- Messaging
- Client Administration
- Common Questions and Scenrios
- What do I do if a client can't log in?
- Do inactive clients count towards my subscription?
- Can more than one client use one account?
- Can you translate CA into [insert language here]?
- Can one user have multiple email addresses?
- Why can't I change my client's email address?
- How do I download a client roster?
- How do I send my client a schedule link?
- Why have a pronoun setting for users?
- Adding New Clients
- Inviting New Clients
- Overview
- Stream
- Updating Client Details
- Default Landing Pages
- Messaging Some or All Clients
- Exporting Client Records
- Deactivating/Reactivating Clients
- Deleting Clients
- Happenings Reports
- Common Questions and Scenrios
- Team Edition
- FAQs
- Can more than one coach use one account?
- Why can't I delete this Action, Metric, Worksheet?
- 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 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 a client share a file with a Group?
- What's a credit card CVV?
- Why are my Worksheet links not working?
- How come clients can't fill in a table?
- How do I insert hyperlinks in message templates?
- 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?
- Does the system allow for scored assessments?
- Is there a limit to the number of coaches?
- 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?
- Does CoachAccountable have a referral program?
- How do I delete a Course?
- Can I save my own Email Message Templates
- Is there a way to create discount or promo codes?
- 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?
- Item Visibility Settings
- How can prospective clients schedule a free discovery call?
- Group Members didn't receive Appointment Notifications
- Which CRMs work well with CoachAccountable?
- Can I enable clients to choose their coach?
- Reflections
- Agreements
- Courses
- Groups
- Creating Groups
- Managing Membership
- Group Settings
- Group Items
- Why can't I add a Group to a Step-based Course?
- Export Group Record
- Reassigning Ownership
- Companies
- API
- Reports
- Resource Packages