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How to assign coaches to clients

Using Delenta's all-in-one coaching platform you can match clients with the right coaches

Sam Samarasinghe avatar
Written by Sam Samarasinghe
Updated over a week ago

Using Delenta you can assign coaches to clients, meaning you can make sure clients get the right coaching for them.

Note: this is only available for Delenta Team or Enterprise subscribers.

In order to assign coaches to clients follow the following steps:

  1. From the admin account, click on your CRM in the Enterprise Portal

2. Click on the client’s name that you wish to assign to a coach

3. Inside the client’s page, click on the pencil icon next to assign coach

4. From the dropdown menu, choose which coaches you want to be assigned to the client. You can assign as many or as few as you would like.

Once you have assigned the coach, the client will appear in that sub-coach’s Contact page, marked as a ‘Client’ and they will be able to leave notes, assign tasks and book sessions with this client. Please note: only the coach who invites the client can share resources from 'My Resources'.

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