Your individual dashboard is the very first page you see when you sign in. It acts as your personalized command center, helping you stay organized, monitor your practice’s health, and manage your daily coaching activities from a single, centralized screen.
Here is a breakdown of everything you can see and do right from your dashboard.
1. Profile Sharing & Account Health
At the top of your dashboard, you can quickly evaluate how your practice is performing and access your marketing tools:
Share Your Profile Link: Easily grab your unique public profile link directly from the dashboard to share with potential leads or active clients.
Business Overview: Get an instant snapshot of your account metrics, including your total number of active clients, your revenue, and any new leads waiting for your attention.
2. Session Management & Preparation
The dashboard makes managing your calendar seamless, ensuring you never miss a beat or feel unprepared for a call:
Quick Booking: Schedule your next client appointment directly from the dashboard view without needing to navigate through multiple menus.
Join Upcoming Sessions: View your schedule for the day and jump straight into a video session with a single click.
Review Session Notes: Access and review your notes from a client's previous session right before meeting with them, keeping you fully prepared and informed.
3. Action Items & Areas of Focus
Stay proactive by keeping track of administrative tasks and client retention metrics:
Overdue Tasks: See a clear list of any outstanding to-do items that require your immediate attention.
Lead Requests: View and respond to incoming inquiries from potential new clients promptly.
Clients at Risk: Monitor critical areas of focus, such as a dedicated list of clients who may be falling off track or haven't booked their recent sessions, so you can reach out and re-engage them.
💡 Need Help? If you have any questions about these updates or need assistance setting up your profile link, please reach out to our support team. We hope you enjoy using these dashboard features to elevate your coaching practice!