New Coaching

Coaching: export a client's record (preview)

Export a client's whole coaching as a ZIP file, let clients download their own, and export the team's coaching in one archive.

Coaching is a preview for site administrators.

  • Export record in a client's More menu makes a ZIP file of their coaching: a page that opens in any browser, the same as JSON, goal values, habit logs and check-in answers as spreadsheets, and the files. It holds private session notes and only the journal entries the client shared.
  • Clients download their own record from Coaching settings in their portal, with their whole journal and without the private notes, also after coaching has ended.
  • Team admins export every client's record, program and library item from Export in Coaching settings.
  • Each is made in the background; the page shows Download when it is ready, a link is emailed, and the download lasts 7 days.
  • Files sent in coaching messages and added to the library are now kept between releases.