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

• How to Add a Client to Balance4Coaches?
• How to Activate Your Client’s Dashboard in Balance4Coaches?
• How to Take Notes During Coaching in Balance4Coaches?
• How to Send a Message to a Client in Balance4Coaches?

Your coaching dashboard

Go to ‘Clients’ by clicking this icon

This window with a table of all your clients will open

Click on the name of the client you want to open

Your client’s profile will open

Click on the words ‘Client management’

Click on the word ‘Goals’

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

A window will open where you can set a goal

Click ‘Save’

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

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