Designed to streamline and enhance the interaction between coaches and their clients. This system provides a range of tools and features to manage various aspects of the coaching relationship.
Notes Tab
The Notes Tab is a powerful tool in our client management that allows you to keep organized records, observations, and thoughts related to your coaching sessions. It provides two essential options: sharing notes with your client or keeping them private for your own reference. Check this detailed article about the notes.
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Shared notes are highlighted in orange, indicating visibility to both you and your client.
Private notes are not highlighted and remain confidential, visible only to you
Tasks/Goals Tab
The Tasks/Goals tab is your go-to destination for efficiently managing tasks, tracking their status, and fostering client communication. Here's a brief guide on how to create tasks, monitor their progress, and engage in productive communication. See the Full guide here.
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Payment History Tab
An overview of all the services your clients have purchased. This feature not only allows you to track payment details but also provides the functionality to manage subscriptions. Here's the link to learn how to cancel subscription.
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Packages Tab
Here, you'll find a comprehensive display of all the packages your clients have purchased. Track the status of each session, whether it's scheduled, completed, or cancelled, providing you with a real-time overview of your coaching engagements. To schedule a session, simply click on "Schedule Now" for a seamless process. Additionally, you have the option to create a coaching engagement; for more information on engagements, click here.
Resources Tab
Resources tab is the designated space for sharing files with your clients. Here, you have the ability to create folders, view, delete, download, and upload files, providing a comprehensive set of tools for efficient file management and collaboration.
Activities Tab
Stay organized by managing your to-do list using the Activity tool in Delenta. Create activities directly in the associated contact record found on the My Contacts page within your coach portal. This feature allows for a seamless integration of task management within your workflow. To learn more about the activity tab click here.
Contracts Tab
This tab is the space where you generate, send, download, and sign contracts with the client.
