How to Send Coaching Resources to Your Client in Balance4Coaches?
After you have designed a coaching process and send the process to your client you can send the resources of the coaching process to your 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
Open your clients, by clicking this icon
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
Related help
- How to Design a Coaching Process in Balance4Coaches?
- How to Send a Coaching Process to Your Client in Balance4Coaches?
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
When you client log in to her dashboard she will see 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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