How to Activate Your Client’s Dashboard in Balance4Coaches?

How to Activate Your Client’s Dashboard in Balance4Coaches?

You have to activate your client’s dashboard before your client can access her coaching dashboard. Each of your clients has a similar looking dashboard as yours

This is an example of your client’s dashboard

Your client's dashboard

Your coaching dashboard

Dashboard

Go to ‘Clients’ by clicking this icon

Clients

This window with a table of all your clients will open

Client table

Click on your new client’s name. In this case ‘A New Client’

Your new client’s profile will open

A new client

Click on this button in your new client’s profile

Activate button

This notification window will come up

Client activation notification

When your client has activated her profile you can message your client, create goals for your client or send your client her coaching process or agreement