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An overview of the Client Page
How to enrol your client into an ad hoc coaching program and start a coaching engagement (or coaching journey)
How to take session notes, set goals and assignments, share files and set up session appointments with your client
How to create private notes for your own reference and search for all session notes in relation to a specific client
How to share files and documents with your clients
How to schedule and manage sessions from the client page
View and manage invoices related to a specific client
How to add useful information about your contact or client in the profile page