How Clients Book Sessions, Track Goals, and Access Resources

Want to know exactly what your clients see inside Coach Builder Software? This tutorial gives you a tour of the client experience, from booking appointments and viewing session notes to tracking goals, accessing files, and signing agreements. In this tutorial, you'll learn how to: 0:00 View Coach Builder Software from the client's perspective 0:16 See your branding, logo, and color palette 0:33 Review upcoming and completed sessions 0:43 Open session notes and action items 0:48 Request an appointment 1:03 See how availability windows and calendar conflicts affect booking 1:20 Cancel or wait on an appointment request 1:28 Send messages to your coach or coaching group 1:45 View goals and milestones 1:58 Create personal goals 2:03 Access notes and reminders 2:13 View shared files 2:19 Open, review, and sign agreements – 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