Client Profile Overview: Goals, Sessions, AI Insights & More

Your client profile is where the magic happens. This tutorial gives you a full tour of everything you can do inside a single client's profile in Coach Builder Software, from AI-powered insights to goal tracking to session planning. In this tutorial, you'll learn how to: 0:00 Send (or resend) a client invitation 0:58 View upcoming sessions and sessions remaining 1:14 Use AI Insights for a daily client snapshot 1:48 Schedule appointments and link coaching plans 2:14 Manage client info and create custom fields 2:38 Use the About section and Experiences tab 3:05 Set goals, milestones, and track progress 4:15 Build sessions and coaching plans 4:34 Send direct messages 4:42 Keep client notes 4:46 Monitor client activity – GET STARTED – ► Start your free 30-day trial: https://coachbuildersoftware.com – LEARN MORE ABOUT COACH BUILDER SOFTWARE – Coach Builder Software is the all-in-one coaching platform that brings your sessions, notes, scheduling, and client communication into one simple system. Manage less. Coach more. ► Explore: https://coachbuildersoftware.com