Start here

• Create an Account
• Create A Profile
• Add a Service

Navigation

• Clients Menu
• Manage Menu
• My Account Menu
• Gear Menu

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Adding a Client

• Add Clients
• Send a Client Invite
• Add Clients Yourself

Your ClientShelf

• Your ClientShelf
• Access the Client Record
• Add a Standard Service
• Add a Custom Service
• Add Client Notes
• Add Client Tags
• Using Tags
• Add Client Meeting
• Send a Questionnaire
• Add Files
• Add Traffic Channels

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Tags Page

• Tags Page

To-do List

• Create a To-do List
• To-do List Tasks
• Work With To-do Lists

Reporting

• Reports
• Clients Per Month
• Client Conversion Rate
• Revenue Per Month
• Clients by Age Group
• Clients by Service Type
• Total Coaching Hours
• Traffic Channels
• Client Status

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Questionnaires

• Create a Questionnaire
• Questionnaire Element Toolbar
• Text and Title Element
• Text Question Element
• Number Input Question Element
• Single Option Question Element
• Multiple Options Question Element
• Dropdown List Question Element
• Scale Question Element
• Other functionality

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Contacts

• Add Contacts
• Add Contact Meeting

Calendar

• Calendar Page

My Account Menu

• Update Password
• Manage Profile
• Manage Cards
• Your Subscription
• Contact Us
• Download Database

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