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
- How to Add a Client to Balance4Coaches?
- How to Activate Your Client’s Dashboard in Balance4Coaches?
- How to Design a Coaching Process in Balance4Coaches?
- How to Send a Coaching Process to Your Client in Balance4Coaches?
- How to Add a Resource to Balance4Coaches?
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)
Click on the ‘Send Process’ button next to the process you want to send to your client
This window will open. Select the client you want to send this process to and click on the ‘Send Process’ button
Now open your client, by clicking on the left side menu on ‘Clients’
This window with a list of all your clients will open
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
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
Your client will be notified via email of the resources
On your client’s dashboard the sent coaching process looks like this
Your client can click on the button ‘View’ to open a session’s resources
When your client clicks on ‘View’ she will see this
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
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