The Activities tab inside a client’s CRM record is designed specifically for internal accountability. Instead of managing your client’s homework, this section serves as an operational ledger for you and your coaching staff. It tracks client touch points and hosts an internal to-do list to ensure no administrative details slip through the cracks.
1. The Activity Log
The Activity Log acts as an automated paper trail for every major event associated with a specific client.
Review History: Navigate to the client's CRM profile and open the Activities tab. The default Activity Log view provides a chronological list of actions taken within their account.
Time-Stamped Data: Every interaction, status update, or administrative shift is marked with automated date and time stamps, giving you an audit-ready timeline of the client relationship.
2. Creating Internal To-Dos & Coach Reminders
Use the to-do section to track your own back-end tasks—like preparing session materials or remembering to send a specific resource.
Within the Activities tab, toggle over to the To-Do List section.
Click Add Activity.
Define the Action: Input a clear description of what needs to happen (e.g., “Remember to write post-session notes” or “Reach out regarding corporate renewal contract”).
Apply Deadlines: Select a precise due date and time for the assignment.
Configure Notifications: Toggle the automated reminder option on.
🔔 System Note: Once saved, the platform will automatically send you an email notification reminding you to complete the task as the deadline approaches.
3. Team Admin - Assigning Tasks to Sub-Coaches
If you operate an enterprise or multi-coach team account, the Activities tab transforms into a powerful staff management utility. Team administrators can use this space to delegate client-specific tasks directly to their contracted coaches.
Delegate Tasks: As a Team Admin, follow the same steps to create a to-do item within a client's record. Before saving, use the Create for dropdown to allocate the task to the client’s primary or secondary coach.
Keep Coaches on Track: The assigned staff member will receive the automated email notifications directly, ensuring they proactively manage their coachees according to company standards.
Self-Assignment: Admins can also assign these tasks to themselves if they are personally handling operations or step-in coaching for that specific account.
📞 Need Help?
If you have any trouble creating internal to-dos, tracking your activity logs, or assigning tasks to your staff coaches, reach out to our team via the dashboard LIVE chat. You can also browse the Knowledge Library anytime for quick, step-by-step video tutorials.