New Coaching

Coaching: wheels and Forms as exercises (preview)

Coaches give clients a wheel or one of the team's Forms to answer in their portal, compare the answers with the last time, and fill one in with a client during a session.

Coaching is a preview for site administrators.

  • Add exercise in Library makes a wheel, with areas each rated from 0 to 10 and, if you like, where the client wants each to be, or uses one of the team's Forms.
  • Give exercise on a client's page puts it under To do now in their portal. What they enter is kept as they go until they send it. A Form is answered with its pages and the questions that show only for some answers, and the answers stay with the coaching instead of the Form's responses.
  • The answers wait under Waiting for you on the Overview, and Reply in messages quotes them.
  • Give an exercise again to compare: a wheel is drawn over the earlier one with the change in each area, and a Form's answers are shown side by side.
  • Exercises on a session's page fills one in with the client during the session, and its page has a switch for whether the client sees the answers.