How to Send a Coaching Process to Your Client in Balance4Coaches?

How to Send a Coaching Process to Your Client in Balance4Coaches?

After you have designed a coaching process you want to send it to a client

Related help

Your coaching dashboard


Go to ‘Processes’ by clicking this icon


Your ‘Processes’ page will open. When you land the first time on this page there will be no processes (like mine has here)

Processes page

Click on the ‘Send Process’ button next to the process you want to send to your client

Send process button

This window will open. Select the client you want to send this process to and click on the ‘Send Process’ button

Client select

Now open your client, by clicking on the left side menu on ‘Clients’

Left side menu

This window with a list of all your clients will open

Client table

Click on the client’s name to whom you have sent the coaching process


You can now send the coaching resources to your client by clicking the ‘Send resources’ button

Send resources

When you click the ‘Send resources’ button next to a coaching session, this window will open and you can choose which resources to send to your client

Send resources window

Your client will be notified via email of the resources

On your client’s dashboard the sent coaching process looks like this

Client's dashboard with coaching sessions

Your client can click on the button ‘View’ to open a session’s resources

When your client clicks on ‘View’ she will see this

Client's resources

She can now open the resources by clicking the button ‘Open’ and do what needs to be done

When she has finished with a resource she can click the button ‘Complete’ to indicate she has completed the resource

On the Coach’s side it keeps track of what the client has completed. This can be seen on the ‘Session progress’ tab in your (the Coach’s) profile of a client

Session progress tab