| Store all of your client information online in one place. Simple to use entry and update system makes keeping track of your clients a breeze. |
Personal Information, Session History,
Payment History, and more! |
| Now you can keep ALL of your client information online in one easily accessible (from anywhere with a web browser) place! Alongside your client's personal information, you can quickly and easily review their session history, looking up last week's homework; you can glance over their payment history to make sure they sent you a check this month; and you can key in on your clients Primary Focus, Life Purpose, and other information to get a full snapshot of where your client is at and what they're up to. You can even upload photos of your clients! |
| Coach Specific Fields |
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Coach-Assist helps you keep track not only your client's details and information but your client's higher self. With space for Life Purpose, Gremlins, Future Self, Compelling Way, Life Purpose, and more you can key in on and remember those powerful handles that allow you to access your client's true strength in seconds. The fields are easy to update and well layed out so you can review it all in a flash. |
| Prospective Clients |
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Keep track not only of your regular clients, but also of sample sessions, leads, contacts, and referrals. Keep current with your marketing and stay in touch with more prospective clients by keeping them organized and online in Coach-Assist. With Coach-Assist it is easy to update your rolodex and easy to see who you need to contact next. |
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