Nuevo Coaching

Coaching: sponsors (preview)

An organization can sponsor a client's coaching: it follows the dates and sessions in its portal, sees goals and reviews only when the client shares them, and can pay.

Coaching is a preview for site administrators.

  • Sponsor and Sponsor contact in a client's Edit details name an organization in Contacts and one of its people. The organization's Client Portal is made if it has none, and the contact is invited to it.
  • The sponsor sees the client's name, the coach, the dates and, while it is on, the sessions held. It sees a goal or a progress review only when the client approves sharing it, and the client can withdraw it at any time. A goal marked Not for the sponsor is never shared.
  • The client's portal has a page saying what the sponsor sees.
  • Who pays can be the sponsor: its invoices go to the sponsor contact and are shared in the organization's portal.
  • Three-way sessions invite the sponsor contact too, with their own Video Chat link.