Neu Coaching

Coaching: a journal and takeaways for clients (preview)

Coaching clients keep a journal in their portal and share entries with their coach, and both keep takeaways.

Coaching is a preview for site administrators.

  • A client writes journal entries in their portal, in the Notes editor, saved as they type. New entry starts with three prompts: "What happened?", "What did I learn from it?" and "What will I do next?".
  • An entry is private until the client turns on Share with their coach. A new entry starts with the choice made for the last one.
  • Coaches named on the coaching read shared entries under Journal on the client's page and under Waiting for you until opened, and answer one with Reply in messages. An entry the client stops sharing is hidden at once.
  • A coach adds takeaways on a session's page, which the client sees with the recap; the client adds their own from a recap or a journal entry and stars them.
  • Emergency line in Coaching settings adds the team's own line under the fixed emergency line wherever a client writes.