Delenta

How to customize your client's login screen

Just about anything can be attached to a note, including files, images, and audio.

Add a file to a note

You can now send out email reminders to your clients to book a session if they have outstanding ones on current packages.

How to send out reminders to clients to book a session

Start sharing coach notes with your clients using Delenta coaching platform. Delenta you can capture all these notes in one central place.

How to create a note for the client

Start adding appointments to clients private calendars using Delenta coaching dashboard

How to add appointments to clients private calendars?

Set up a group coaching session with Delenta coaching platform.

How to set-up a group coaching session

how to track sessions with clients on a coaching package or an external engagement

Tracking Package-Related Sessions in Delenta

Sharing coach/session notes with your groups

Start creating appointments with your clients using the Create Appointment button using Delenta coaching platform.

How to create appointments with your Clients

Conduct sessions with your clients effectively using Delenta coaching platform.

How to conduct sessions with your clients

how to reschedule or cancel and expired session from the My Sessions area using Delenta coaching platform.

How to reschedule or cancel an expired session

Managing, tracking and working with your my contacts list on Delenta

Working with your Contacts

CRM is an area dedicated to tracking and managing all of your contacts and their information using Delenta coaching platform.

CRM Overview for Individual Coaches

Import all your contacts using a CSV file

How to import your contacts

How to invite users to your coaching platform

For better organization, Delenta coaching software stores folders and data in your coach portal.

Share files and folders with clients

How to share documents with your coach

Managing clients

Creating tasks/goals to clients

Engaging with your Clients

How to message client within the portal

This update to the notes system is designed to enhance the security, integrity and compliance capabilities for your coaching documentation

Enhance Note Integrity with "Sign Note" Feature

Troubleshooting: Client Not Receiving Emails or Invites

CRM: A Step-by-Step Guide

Namrata Raghunath

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Managing your clients

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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