This space is just for the coach
You are signed in, but this page is only for Abigail. Head back to your courses whenever you are ready.
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You are signed in, but this page is only for Abigail. Head back to your courses whenever you are ready.
Back to my coursesLoading your clients…
Everything for this client in one place: their sessions, what they work on next, and your private notes as they finish each workbook.
Client details
Set how this client's name shows, their programme, rate, status, timezone, the email on file, and your private notes. You can also preview their portal exactly as they see it.
The Rate above is their standard agreed figure. For a custom or staggered arrangement, add a row per instalment: when it is due, the amount, and tick it once paid.
Coaching agreement
Every client signs this on first login, automatically matched to their programme. Use "already signed" for anyone whose agreement was handled separately (for example Q).
🗓️Sessions
Set how many 1:1 sessions this client's package includes, then their Schedule shows "X of N remaining". Top it up by adding more each month. Set it to 0 for an open-ended retainer, where it just counts the sessions done so far.
Session minutes
Assign workbooks ▸
📖Workbook library
Keep all this client's workbooks in one place, past and new. Select several files at once to bring older ones in.
📝Homework
They upload their work from their home page (PDF or document only, never a photo). You get an email, and can download it here.
🧑🤝🧑Parents & guardians
Parent catch-up note Parents can see this
A short update the parents can read in their own login. The child does not see this, and it never shows their workbook answers.
📑Documents for parents Only parents see these, not the child
Send a PDF or Word document to this client's parents, like a contract or form to sign. Upload it, then press Send. The child never sees these.
✉️Conversation with this client
Your reply lands straight in their portal. They still get an email nudge; the words live here, not in the email.
Goals & action items
Set goals with this client and the small actions between sessions. They see these on their home and can tick actions off.
Check-ins
What this client shared before sessions. Read only.
Reviews
Invite this client to leave a few words on your Google Business page. The button emails them your Google review link; reviews live on Google, not in the portal.
Referrals
Friends this client has referred. When one has signed up, comp them two sessions in one click (it tops up their package by 2 and marks the referral rewarded).
🧾Payments & invoices
Upload the invoice PDF you already make, mark it paid or due, then send it so the client gets an email and can download it from their portal.