Here is where all the magic starts! The page is separated into the:
- Main Menu - on the left pane is your quick access for creating and accessing Contacts, Calendar, scheduling Events, creating Programs, viewing program Enrollments, your Resource Library, Invoices and your Coaching Logs. Each menu item is covered in more detail in our Knowledge Base.
- Dashboard - on the right pane of the screen. It is your quick overview of the state of things. Here you have an overview of Upcoming Appointments, Client’s To-Do’s, an Account Snapshot showing active coaching engagements and programs, as well as current earned Revenue. If you are on the Aha! Plan, you will also have a Team Snapshot pane.