How to Set Goals for a Client in Balance4Coaches?

How to Set Goals for a Client in Balance4Coaches?

You can set goals for your client in Balance4Coaches. These goals will also appear on your client’s dashboard

Related help

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 the name of the client you want to open

Your client’s profile will open

A new client

Click on the words ‘Client management’

Client management

Click on the word ‘Goals’

Goals tab

Click on the button ‘Create a goal for (Client’s Name)’

Goal button

A window will open where you can set a goal

Create goal window

Click ‘Save’

When your client logs in on her dashboard she will see her goals

Client's goals on her dashboard

At your (the Coach’s) side her goals will be seen in her profile on your dashboard

Client goals in user dashboard