How to Set Up an Agreement With a Client in Balance4Coaches?

How to Set Up an Agreement With a Client in Balance4Coaches?

Before you can set up an agreement with a client you need to send a coaching process to a client

Related help

When you have sent a coaching process to your client an automatic agreement is included on your client’s profile

Your coaching dashboard

Dashboard

Go to ‘Clients’ by clicking this icon

Clients

A window with a list of all your clients will open. Click on the name of the client with whom you want to set up an agreement

Client table

Your client’s profile will open

Client

Click on ‘Client info’

Client info tab

Click on ‘Agreements’

Agreements tab

Click on the name of the agreement in the table. In this case it is ‘Life/Personal Coaching’

This window will open

Agreement window

You can paste and edit your coaching agreement in this window. When you are done, click ‘Save’

If you don’t have an agreement, go to ‘Resources’ in Balance4Coaches and search for ‘Generic Coaching Agreement‘. You can edit, copy and paste the agreement into Balance4Coaches

Your client will be notified via email to confirm the agreement

On your client’s dashboard your client will be able to confirm the agreement by clicking the ‘Confirm’ button

Agreement at client