WELCOME

TO LIFE COACH HUB!

TURBO-CHARGE YOUR COACHING!
Streamline your coaching, earn a passive revenue and get new clients. It’s all possible with the Life Coach Hub online coaching
system. This tutorial will take you on a tour of the system and all the ways it can help take your coaching business to the next
leve! Work through each step and it will be marked as Done. Don’t miss out—make sure you get all the items on your AcHon
List Hcked off to skyrocket your career.

ACTION LIST
STEP 1. CREATE AN AWESOME PROFILE
To get listed in the directory, all you need to do is fill in your profile informaHon. Make sure to give an original, compelling
descripHon of yourself and how you like to coach, and upload a professional photo. Create your profile by clicking Profile &
SeNngs.

STEP 2. CUSTOMIZING YOUR PERSONAL WEBSITE

Now it’s Hme to personalize your very own storefront and subdomain! This is where your clients will login to access their
coaching plans and coaching tools, and access products and services. This is also where you’ll have your own gorgeous
coaching shop for people to buy your coaching and courses, and pay for your services.
Customize your personal website by clicking on Customize My System.

STEP 3. ADD TO YOUR COACHING CATALOG

To get paid securely by clients when they contact you, add your coaching offerings and packages to your catalog.
Once you’ve set up your coaching for sale, you can use a whole range of online coaching tools and scheduling. You’ll also be
able to invite your current clients to coach with you, and start to get verified coaching hours showing up on your profile.
When adding to your coaching catalog, consider seNng up a course in order to deliver your coaching content effortlessly, or
do group coaching. You can list other items in your shop for sale too, such as digital products and services.
Add items to your catalog by clicking on Sell Your Coaching.

STEP 4. ADD YOUR PAYMENT DETAILS TO GET PAID SECURELY

To make sure you paid securely and on Hme by your paying clients, set up your PayPal details and Business informaHon. Just
click on SeNngs under Profile & SeNngs and then select Payment SeNngs.

STEP 5. START GETTING CLIENTS

Now it’s Hme to start geNng clients!
1. To get more aVenHon on your profile, start racking up verified coaching hours. Coaches with verified coaching hours get
60% more inquiries. It’s easy. Just invite your exisHng clients (either pro bono or paying), and schedule your appointments
with them using the system.
2. Ask current and past clients to leave you reviews. Coaches with reviews for their coaching and services receive 45% more
profile views.

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STEP 6. MANAGE YOUR COACHING TO WIN BACK TIME AND
INCREASE CLIENT SATISFACTION
Use a whole range of cool coaching tools with your clients. This will allow you to set-and-forget all sorts of elements of your
coaching, winning you back tons of Hme. You’ll also help your clients reach their goals faster, and increase their saHsfacHon
with the added perceived value of the interacHve features you provide them. All these tools are at your command, and can be
reused mulHple Hmes in our coaching, saving you needless repeHHon:
1. Welcome package: Get important informaHon about your client’s coaching goals, and have them sign their
agreement.
2. Coaching plans: Structure each session with purpose and direcHon and make sure your client remembers each
appointment.
3. Journals: Get your clients to reflect on their personal issues, using a proven coaching method.
4. Goals: Help your clients set, track and reach their goals
5. Homework and ac\on items: Get your clients to take acHon!
6. Assessments and forms: Assess areas of strength and weakness, and deliver customized forms.
7. Resources: Create or upload addiHonal documents and files for your clients’ access.
8. Feedback surveys: Get ongoing feedback about your coaching by assigning surveys.
Follow this link to read our tutorial about the coaching tools available to you.

STEP 7. CREATE SET-AND-FORGET COURSES, AND GROUP COACHING

Expand your coaching repertoire and earn more money by increasing your offerings. You can create content delivery courses
that deliver material automaHcally, saving you Hme and hassle, while also integraHng cool interacHve coaching tools. You can
also offer group coaching, reaching more people in the same Hme frame.
Follow this link to read our tutorial about how courses work.

STEP 8. REACH A WIDER AUDIENCE BY SUBMITTING ORIGINAL

ARTICLES, TIPS AND VIDEOS
A great way to reach potenHal clients is to have us publish your original arHcles, Hps and videos. These contain a link to your
profile, as well as your Contact Me and Request a Free ConsultaHon buVons. We aim to provide high quality, unique content,
so feel free to submit content that has not and won’t be published anywhere else online. Submit an arHcle, Hp or video by
clicking on Market Yourself.

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TEST DRIVE A DEMO
Want to see an example coach and client account, all set up? Test drive our DEMO:
COACH LOGIN PAGE:
hcps://www.lifecoachhub.com/accounts/login
EMAIL- [email protected]
PASSWORD- democoach
CLIENT LOGIN PAGE:
hcps://democoach.lifecoachhub.com/login
EMAIL- [email protected]
PASSWORD- democlient

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STEP 1: GET LISTED IN THE DIRECTORY
Start geNng new clients by creaHng a directory lisHng. Your profile in the directory is the best way to get known and start
aVracHng clients. Create your lisHng now or skip this step and do it later from the Profile link under Profile & seNngs in your
dashboard.
CREATE A DIRECTORY LISTING NOW

INSTRUCTIONS FOR CREATING YOUR PROFILE

To get listed in the directory, all you need to do is fill in your profile informaHon. Select Profile from the Profile & SeNngs
drop-down in your main dashboard menu.

On the Profile page, there are two tabs. Make sure to complete the informaHon on both tabs, and be as complete as possible
in your responses to help you aVract clients.

Searchable Informa\on Tab

The searchable informaHon tab asks for the informaHon prospecHve clients will be searching for from the Find a Coach
directory page. 



Where it says Types of Offerings, Hck each relevant box and then fill in a short descripHon explaining the types of offerings of
that variety that you provide.
Private coaching is regular one-on-one coaching that can take place over the phone or in person, which you can administer
from Coaching management in your dashboard.
Online coaching takes place completely online and is easy to administer using the coaching tools in Coaching management.
Short courses or group coaching can be run as either group coaching sessions with group coaching calls, or courses that
deliver informaHon in modules at pre-scheduled Hmes. Expand your repertoire by offering group coaching to reach a greater
number of people, or informaHon products in the form of courses.
Ongoing training refers to training you might offer that lasts a significant amount of Hme and might confer some type of
credenHal upon compleHon. For instance, you might offer coach training or business training.

Descrip\on Tab
The descripHon tab asks for informaHon that will complete your profile page, and allow clients to get a sense of who you are,
what your background is, and how you coach. Make sure to fill this informaHon in as fully as possible to give a good sense of
who you are to prospecHve clients.
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OPTIMIZE YOUR MARKETING
The secHon OpHmize your MarkeHng at the boVom of the DescripHon tab is important to complete as it will allow us to bring
more traffic and potenHal clients your way. 



This secHon helps us to link your profile on Life Coach Hub and all arHcles and Hps you post, directly to your Google + profile,
validaHng your contribuHons. Google will posiHon you higher in the search engine results if you do this, allowing you to reach
more people. 



Just follow the easy steps laid out in this secHon to link your Google + profile and opHmize your markeHng.

VIEWING YOUR PROFILE

You can view your profile by clicking the View Coach Profile link on the len hand side menu.

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STEP 2: CUSTOMIZING YOUR PERSONAL WEBSITE
GET SET UP: WEBSITE SETTINGS
Now it’s Hme to personalize your very own storefront and subdomain! This is where your clients will login to access their
coaching plans and coaching tools, and access products and services. This is also where you’ll have your own gorgeous
coaching shop for people to buy your coaching and courses, and pay for your services.

CUSTOMIZE YOUR SUBDOMAIN NOW

CHOSING A SUBDOMAIN AND LINKING TO YOUR WEBSITE

You should already have chosen your subdomain name when you registered. You can see it and edit it if you like under
Website seNngs. Aner you press Save, a link will appear where you can visit the subdomain (don’t worry you can customize
your design and content in the next steps!).

Under this, you can enter your current website URL if you have one, which will link from your new subdomain.
Then you can enter your contact informaHon for the footer of your subdomain pages.

LINKING FROM YOUR WEBSITE TO YOUR SUBDOMAIN

If you already have a website, you’ll want to add links to your subdomain, to let your clients login to their dashboard, and to
link to your Shop. Aner you choose your subdomain, these will be entered automaHcally. Just copy and paste and place one
or more links in the HTML somewhere prominent on your site. If are able to create new tabs, you could make the tab a link to
each page, and name one Shop and the other Login. You can also give the direct link to any client if you would like.

CONTACT ME AND REQUEST A FREE CONSULTATION BUTTONS

If you’d like to have prominent buVons for visitors to contact you and request a free consultaHon, you can choose to show
them here. It’s easy to update this informaHon at any Hme, for instance if you go on holiday.

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SOCIAL LINKS
Cut and paste the URLs from your social media pages in this area if you’d like them to appear on your subdomain.

CUSTOMIZE YOUR LOOK AND FEEL: WEBSITE DESIGN

Now you get to upload your logo and choose colors to match your brand!.

UPLOAD YOUR LOGO

Here is where you can customize your business presence! The logo you upload here will appear as the header of all public
pages on your site, as well as the logged in area. It will also show at the top of your invoices, and appear at the top of emails
and noHficaHons to your clients for things like journals, goals, and appointments.
Your logo will be resized to be a maximum height of 60px and width of 240px to look great on your website and
correspondence :) You’ll be able to preview how it looks in the next step, Website Content, when we do the Live Preview
(super fun!)

WEBSITE DESIGN
Choose a color scheme for your site. You can choose a main color, secondary color and highlight. You’ll be able to preview
how it looks in the next step, Website Content, when we do the Live Preview (very cool!)

TELL YOUR OWN STORY: WEBSITE CONTENT

Now’s the Hme you get to edit text and images on your site to make it your own.

You’ll automaHcally get a login page where clients can register and access your online coaching system. You can also choose
which addiHonal pages you’d like to include on your mini-site.

LOGIN PAGE
Your clients will login to their online coaching system from this page, download any product or service materials, make
appointments and communicate with you.

META INFORMATION
You can choose the meta Htle and descripHon for your page, to opHmize it for SEO and user friendliness. The Htle and
descripHon will show up when people search on Google,so you’ll want to make them clear and enHcing.
LIVE EDIT FOR LOGIN PAGE
To change the text on this page, we’ve designed an intuiHve system where you can preview the page and edit it by clicking on
text.
1. Click on the buVon Preview and edit page.

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2. You’ll be taken to a new tab where you will see the page as it will appear on your subdomain.
3. When you hover your cursor around the page, you’ll see the text become highlighted. Click on any highlighted text to edit
it.

WELCOME PAGE
If you don’t have a website, and even if you do, feel free to add a beau\ful, responsive Welcome page to your subdomain.

YES OR NO
Click Yes if you’d like to add this page and No if you don’t.
WELCOME TAB
There will be a tab in your subdomain for each page (apart from the Login page, which is a link on the top right). You can
choose a name for this tab here.
META INFORMATION
As for the login page, you can choose the meta Htle and descripHon of the page, which will show up in Google searches. This
should be descripHve, concise and interesHng.
TESTIMONIALS
You can choose to display tes\monials on this page. Choose either Yes or No.



1. If you choose YES, then you can write here the Htle, author and text of your tesHmonial.

2. Press Save.

3. To add another tesHmonial, just click Add addiHonal tesHmonial
LIVE EDIT FOR WELCOME PAGE
To change the text and images on this page, we’ve designed an intuiHve system where you can preview the page and edit it
by clicking on text and images.

1. Click on the buVon Preview and edit page.

2. You’ll be taken to a new tab where you will see the page as it will appear on your subdomain.
3. When you hover your cursor around the page, you’ll see text and images become highlighted. Click on any highlighted text
to edit it. Click on the highlighted images to change them.

COACHING SHOP, FEES AND PAYMENTS

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Create your own Personal Shop, and list the items and offerings in your catalog (you’ll add items to your catalog in the next
step of this tutorial). You can also allow clients to make payments directly to you if you have arranged for them to be an
ongoing client, or pay in some other way. This page also lets you describe your fee structure here to new clients.

YES OR NO
Click Yes if you’d like to add this page and No if you don’t.
TAB TITLE
There will be a tab in your subdomain for each page (apart from the Login page, which is a link on the top right). You can
choose a name for this tab here.
META INFORMATION
As for the other pages, you can choose the meta Htle and descripHon of the page, which will show up in Google searches.
This should be descripHve, concise and interesHng.
MAKE A PAYMENT
If you’d like to let clients pay you for your services without having to purchase something from your shop, you can do so. Add
the secHon “Make a Payment.” Clients will fill in an amount to pay, and be redirected to Pay Pal where they can pay you
directly.
LIVE EDIT FOR COACHING SHOP, FEES AND PAYMENTS
To change the text on this page, we’ve designed an intuiHve system where you can preview the page and edit it by clicking on
the text.



Don’t see any Shop items listed? Don’t worry, you just need to add some from to your catalog (next step in the tutorial we’ll
cover how to do this).



A note about images — Because the shop item images are automaHcally propagated by your catalog lisHngs, you’ll need to
change these directly when you create or edit your catalog.

CUSTOMIZE YOUR SUBDOMAIN NOW

STEP 3: LIST YOUR COACHING, COURSES,

PRODUCTS & SERVICES
A) CREATE A COACHING OFFERING
Take advantage of dynamic coaching tools such as journaling, assessments, goals and coaching plans, as well as automaHc
administraHve funcHons. List coaching offerings that you would like to offer, such as “Three months of wellness coaching with
Coach Claire.” 



Aner purchasing one of your offerings, clients will gain access to their personal dashboard where they can interact with you.
You will be able to offer value-added coaching using a range of tools, send automaHc invoices, and more.
CREATE A COACHING OFFERING NOW

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INSTRUCTIONS FOR CREATING A COACHING OFFERING
List your coaching offerings now or skip this step and do it later from the Catalog link under the Billing & Shop drop-down in
your dashboard menu bar. Select the link “Add new coaching” from the len hand menu.

CONDUCT AND ADMINISTER YOUR COACHING EASILY

Your dashboard allows you to administer all aspects of your coaching, as well as create a rich and powerful coaching
experience for your clients.
• Make appointments with your clients and schedule your regular coaching Hmes together.
• Welcome your clients to coaching with your welcome package.
• AutomaHcally send out and receive Coaching plans.
• Use a wide range of coaching tools including homework, journaling, goal-tracking, assessments, resources and feedback
surveys.
• Offer online and group coaching.
Learn about all these aspects of coaching in the Coaching tutorial.

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B) CREATE A COURSE
As well as coaching, you can offer self-contained courses. These are a great way to deliver group coaching at a lower price
point and reach more clients. Courses are also perfect for delivering targeted training in your areas of experHse. Courses
appeal to a wide variety of people and can be a good way of interesHng people in an ongoing coaching relaHonship with you. 



Aner purchasing your course, clients will gain access to their personal dashboard where they can interact wHh you and your
course content. List courses that you would like to offer, such as “GeNng the most from your relaHonships.” You will be able
to upload the actual course content later from the Coaching and course management menu in your dashboard.
CREATE A COURSE NOW

INSTRUCTIONS FOR CREATING A COURSE

List your courses now or skip this step and do it later from the Catalog link under the Billing & Shop drop-down in your
dashboard menu bar. Select the link “Add new coaching” from the len hand menu.

OFFER GROUP COACHING, COURSES, INFORMATION PRODUCTS

AND TRAINING
Your dashboard allows you the flexibility to create and offer a range of group coaching experiences for sale.
• Offer group coaching to appeal to more people.
• Create courses with automaHcally delivered modules in a range of areas.
• Earn a passive income stream with informaHon products.
• Offer coach training or other forms of training.
Learn about offering courses in the Course tutorial.

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C) LIST YOUR PRODUCTS
Offer complementary digital products to help people get more out of life, such as e-books or audio recordings. Aner
purchasing your digital product, clients will be able to automaHcally download it. List products that you would like to offer,
such as “Weight loss hypnosis.mp3.” You can edit this informaHon at any Hme from your dashboard.
CREATE A PRODUCT NOW

INSTRUCTIONS FOR CREATING A PRODUCT

List your products now or skip this step and do it later from the Catalog link under the Billing & Shop drop-down in your
dashboard menu bar. Select the link “Add new coaching” from the len hand menu.

CREATE AND SELL DIGITAL PRODUCTS

You can sell anything that doesn’t require shipping. So feel free to upload mp3 recordings, e-books, and so on. These will help
you earn a passive income while at the same Hme introducing clients to what you have to offer. Customers will be able to
quickly and conveniently download your products from our secure servers, so all you have to do is upload your file. You can
even upload mulHple files and we will bundle these for you, if you want to sell a package.

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D) LIST YOUR SERVICES
Offer other services to help people get more out of life, such as Hckets to events or workshops, or speaking fees. List services
that you would like to offer, such as “Breaking through to your dreams workshop” or “One hour speaking fee.” You can edit
this informaHon at any Hme from your dashboard.
CREATE A SERVICE NOW

INSTRUCTIONS FOR CREATING A SERVICE LISTING

List your services now or skip this step and do it later from the Catalog link under the Billing & Shop drop-down in your
dashboard menu bar. Select the link “Add new coaching” from the len hand menu.

SELL SERVICES
Offer for sale Hckets to live events and workshops, list your speaking fee, or offer any other service. As confirmaHon of the
service, upload Hckets, a brochure, or even a simple message. Your customers will be able to download this informaHon from
our servers once they have purchased your service.

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STEP 4: SET UP YOUR ACCOUNT TO RECEIVE
PAYMENT
To receive payment for your coaching, courses, products and services, you will need a PayPal account with the same email
address as your Life Coach Hub account. You also need to fill in your business address as this will appear at the top of your
client invoices. 



Aner compleHng these two simple steps‚ your catalog items will be available for purchase‚ and income from sales of your
coaching‚ courses‚ products and services will be automaHcally transferred into your account.



Your coaching, courses, products and services will not be listed or be available for sale unHl you complete this informaHon, so
that we can be sure you get paid immediately for your work.



You can set up this informaHon now, or input it later from the SeNngs link under the Profile & SeNngs drop-down.
SET UP YOUR ACCOUNT TO RECEIVE PAYMENT

INTRUCTIONS FOR SETTING UP YOUR ACCOUNT TO RECEIVE

PAYMENT
To set up your account to receive payment, all you need to do is follow two simple steps on the Payment SeNngs page. To
access the Payment SeNngs page, select the SeNngs link from the Profile & SeNngs drop-down. Then click on the Payment
SeNngs tab.

Inpuing your Business Informa\on

The top box on the page will allow you to enter your business informaHon. Just click the Edit link, and then enter your
business address. If you have a company name, you can also enter this here.

Inpuing your PayPal account details

Next, you need to enter your PayPal details. Choose one of the two opHons offered under the heading “Receive Payment.”
1. If your PayPal account matches the email associated with your Life Coach Hub account, choose opHon 1. Then click
the AcHvate buVon. Once you do so, you’re set to go! Payment from sales of your coaching, courses, products and
services will be transferred directly to your PayPal account.

2. If your PayPal account does not match the email associated with your Life Coach Hub account, choose opHon 2.
a. Fill out your first name, last name and email EXACTLY as they appear on your PayPal account.
b. Re-enter your Life Coach Hub password.
c. Then click the AcHvate buVon. Once you do so, you're set to go! Payment from sales of your coaching,
courses, products and services will be transferred directly to your PayPal account.

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IMPORTANT NOTE: If you have a PayPal account from outside of the United States, make sure your account is set up to
receive payments in US Dollars. This is because all payments from Life Coach Hub will be made to you in US Dollars and if your
account is set to block foreign currency, it is possible payments will not be input into your account. You will need to login to
your PayPal account and click on the "Profile" link. Then click on "Payments Receiving Preferences." Set the first opHon for
"Block payments sent to me in a currency I do not hold" to "No" and save.

HOW ARE MY INVOICES SENT?

Invoices are sent automaHcally when a customer or client orders anything from your shop. This includes invoices for any
coaching. 



You can view, download, print or resend your invoices by accessing Invoices from the Billing & Shop drop-down menu. Select
View/resend invoices from the len hand menu under Client invoices.

Click on any invoice number to view it. Or click on the re-send link to send another copy of the invoice to your client (they will
already have received one automaHcally upon purchase).

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STEP 5 : START GETTING NEW CLIENTS
HOW DO I GET MORE NEW CLIENTS?
Set yourself up to start geNng more new clients.
1. Make sure you create an amazing profile with a stand-out photograph.
2. Start to schedule your appointments using the intuiHve Life Coach Hub system, so that your coaching hours appear
on your profile, in the directory, and push you to the front of client searches. Each client can also give you a
recommendaHon, hugely valuable in potenHal clients' eyes.
3. Ask your past and current clients to leave reviews for you.
4. Get your name out there and posiHon yourself as an expert by submiNng arHcles, Hps, and videos and sharing these
on social media.

1. CREATE AN AMAZING PROFILE

The secret to geNng clients online is to write a profile that stands out.

a) Make it original
If you have your profile listed in other directories, make sure that the one you write for your Life Coach Hub profile is unique.
This will help you stand out in searches, greatly increasing your chances of being found.

b) Make it compelling
Make your profile rich, compelling and true to your own voice.

c) Upload a professional high quality photo

An image is worth a thousand words. It is 100% worth it to invest in a high quality studio photograph for your profile picture.
A snapshot just won't cut it in the eyes of clients. Make sure your image shows you looking professional and at your best.
Coaches with professional photos get 40% more inquiries.

2. SCHEDULE YOUR APPOINTMENTS USING OUR ONLINE COACHING

SYSTEM
Verified coaching hours are the key to geing new clients.
Every Hme you schedule with a client through our online coaching system, whether it's for private coaching, online coaching,
or the courses you run, your coaching hours add up. Your coaching hours will show up on your profile, in the general
directory, and the niche directory pages. It is also a very common search filter applied by clients when sorHng through
coaches.
Coaches with verified coaching hours get 60% more inquiries.

a) Add your clients

Just login and send an invitaHon to your current clients from your dashboard, where it says "Add your clients to start coaching
together using your online coaching pla|orm!".
• If you want your clients to pay, choose the first opHon from the drop down "Who do you want to invite?", and they'll
be given an invitaHon to buy one of your coaching offerings.
• If you don't want them to pay, choose the second opHon and they'll get a link that will automaHcally register them
for one of your coaching offerings.
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b) Start scheduling your appointments
Then start scheduling your appointments! Schedule single or mulHple appointments from the Appointments tab in your
Calendar. This will automaHcally populate you and your client's Private Coaching pages, and send out your coaching plans and
follow ups automaHcally.
Aner your appointments take place, you'll see your coaching hours start racking up, and you'll get a lot more acen\on on
your profile.
And of course you will be able to keep track of client notes, automaHcally send coaching plans, and use other coaching tools
with each client you make an appointment with.
Any current client can also offer you a recommendaHon, which also looks fantasHc on your profile, and is another way
potenHal clients can filter coaches to find the best.

3. ASK YOUR PAST AND CURRENT CLIENTS TO LEAVE YOU REVIEWS

ProspecHve clients love to hear what other people have to say about you and what they have achieved by coaching with you.
This helps them connect with you and feel you can help them with similar issues in their own lives.
Just give your current and past clients your profile URL and ask them to leave you a review. It will only take a minute, and will
seriously boost your profile, helping you aVract new clients.
Nowadays people are very used to leaving reviews online for services they recommend, so don't be shy. They don't have to
sign up, so it's a quick and easy process. Not only will potenHal clients be much more inclined to make contact, but your
profile will show up higher in the directory the more reviews you have!

4. SUBMIT VIDEOS, ARTICLES AND TIPS TO POSITION YOURSELF AS

AN EXPERT
One of the best ways to aVract clients is by submiNng guest arHcles, videos and Hps to posiHon yourself as an expert in your
niche.

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STEP 6: GET STARTED MANAGING YOUR COACHING
A step by step tutorial
Coaching is enjoyable and easy using your dashboard’s coaching tools and features. This tutorial will guide you through the
main features of the system so you can get started right away!

What this tutorial covers: Steps in your coaching journey

Here’s what happens when a client starts their coaching journey with you.

A. THE WELCOME PACKAGE

Once they have purchased coaching and become your client, they will receive your welcome package and agreement and fill
in their personal informaHon form and coaching informaHon form. The coaching informaHon form allows you to get an
overview of the areas of strength and challenge for your client, to allow you to focus your coaching. You can customize both
personal and coaching informaHon forms. Aner your client submits the forms from their welcome package, you will be able to
access their personal and coaching informaHon at any Hme for easy reference from the Client Portrait tab of Client
Management.

B. MAKING APPOINTMENTS
To make appointments with your clients, just create a new appointment from your Calendar. You can make either one-off or
repeaHng appointments. You can also change Hmes later if they don't suit you. Either you or your client can cancel an
appointment. Both you and client will be alerted to your upcoming appointments, and any changes or cancellaHons.

C. COACHING PLANS
Your client will submit a coaching plan before each of your sessions together and a follow-up aner. These allow you to keep
your coaching targeted and on track. You can add comments, and your client can comment in response. Before your session
you can take notes to prepare yourself and remind yourself of your client's focus and goals. During your session you can take
notes and assign coaching tools. You can also send a session summary to your client with the click of a buVon.

D. GETTING TO KNOW AND USE COACHING TOOLS

You can make use of a range of coaching tools to help your clients reach success faster and get more from the coaching
process. Try assigning journal topics, homework, goals, assessments and resources. Each coaching tool allows you to
moHvate, focus and progress your clients more efficiently and effecHvely. Monitor your coaching by creaHng customized
feedback surveys, helping you keep your coaching right on track.

E. ONLINE COACHING
It’s easy to engage in online coaching using the dashboard tools.

F. GROUP COACHING
You can add group coaching to your repertoire to expand your client base and service offerings.

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Coaching management on your dashboard
The Client and Coaching Management link in your dashboard is where you will go to administer your coaching (under the
Manage Clients & Courses drop down menu). When you click the link, you will see all your clients listed on the len hand side
of the screen. Clicking on a client name will expand the list so you can administer their seNngs, make appointments, and
assign coaching tools such as goals and journaling.

If you don’t see any clients listed here yet, all you need to do is add your current clients! Click "Add new client" on the len
hand menu of this page, or use the link on the Welcome page of your dashboard. In the meanHme, you can easily create and
manage coaching tools from the Coaching and Course Tools link in the Coaching & Course drop down menu.

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A. THE WELCOME PACKAGE
WHAT IS A WELCOME PACKAGE?
Welcome your clients to coaching with your welcome package, which will be sent out automaHcally aner a client purchases
coaching with you. Your welcome package will contain a welcome leVer, a personal informaHon form, a coaching informaHon
form and a coaching agreement. You can also add any of your other assessments or resources. You can customize your
welcome package however you'd like.
The coaching informaHon form allows you to get an overview of the areas of strength and challenge for your client, to let you
focus your coaching. You can customize both personal and coaching informaHon forms.

HOW DO I USE AND CUSTOMIZE MY WELCOME PACKAGE?

It’s easy to edit any part of your welcome package. Just access Coaching and Course Tools, located under the Manage Clients
& Coaching drop-down in your dashboard menu. Then choose Welcome Package Forms from the len hand menu.

Customizing your welcome package

1. You can edit your welcome package in two ways.

a. You can edit the default welcome package. This is the package that is sent out by default if you haven’t
specified anything else to take place.

b. AlternaHvely you can change the welcome package for specific offerings, for instance by customizing the
welcome leVer or including different quesHons on the coaching informaHon form. Click on the offering
name in the area called Customized Welcome Packages at the boVom of the page, and the list of items in
your welcome package will drop down.

2. To customize the welcome package, click on the item you wish to edit. The current version will drop down. Click Edit
to edit the item.

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 o The welcome leVer and coaching agreement will reveal a WYSIWYG box where you can add formaNng to
your leVer and change the text.

o The personal informaHon form and coaching informaHon form will reveal a list of quesHons and quesHon
types. By clicking Edit you can change the quesHon and/or select a new quesHon type. To delete the
ques\on, just erase all the text in the text box. You can also add addiHonal quesHons.

o To add addiHonal forms or resources, click the drop-down menu, next to AddiHonal Form or Resource.
Check the boxes of all items you want included. You can create addiHonal assessments and resources from
the Assessments and Resources page in Coaching and Course Tools.

Viewing completed forms from your welcome package

1. The informaHon your client submits on the personal informaHon form and coaching informaHon form will be visible
from the client’s Portrait page in Coaching management. Click on your client’s name to expand the drop-down menu
and then select Client portrait.

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 2. Your client’s personal informaHon will appear on the tab marked Personal informaHon. If this informaHon changes
during your coaching relaHonship (for instance if they move or change their number), you can easily edit the
informaHon by clicking Edit details.

3. Your client’s coaching informaHon will appear on the tab marked Coaching informaHon.

4. Answers to any other assessments will be visible to you in the Assessments and Resources page of Coaching
Management for that client.

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B. MAKING APPOINTMENTS
MAKING AN APPOINTMENT
Your online coaching pla|orm allows you easy and intuiHve scheduling of all your coaching appointments and alerts. You can
add either one-off or recurring appointments. You can add a new appointment from either the View Calendar tab or the
Appointments tab in the Calendar.

Making an appointment
1. On the View Calendar page, press New Appointment. On the Appointments tab, press Make an Appointment. A
window will pop open.

2. Choose the client you want to make the appointment with from drop-down list.

3. Choose the starHng Hme, finishing Hme and date from the list.

4. Choose whether this is a single appointment or if it will occur repeatedly (every day, every week, every two weeks,
once a month or every two months). If it repeats, then select the ending date.

Where your appointments will show up aoer you schedule them

1. You can see your appointments on two pages of your Calender. On the View Calendar page, all appointments will be
listed (select Day, Week or Month view). They will also be listed on the Appointments page. From here, it’s easy to
Change or Cancel any appointment.

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2. In the Appointments and Coaching Progess page of Coaching Management, your scheduled coaching day and Hme
will populate the list of appointments. You can check here to view your client’s Coaching Plans when they are
complete, plan your sessions and send session notes.

3. From their Coaching Pad, your client will see their upcoming sessions in a number of places.

a. Your client will be alerted to their next appointment in the top secHon of their Coaching Pad. They will also
receive an email alert.

b. Your client will be able to see a list of their coaching sessions and the status of their Coaching plans in the
Coaching Appointments tab of their Coaching Pad.

c.

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 d. Also in this tab, your client will be able to view and post their Coaching plans, take notes and create acHon
items, by selecHng the relevant appointment date from the drop-down menu.

CHANGING OR CANCELING AN APPOINTMENT

You can change or cancel any appointment.

Changing an appointment
1. On the Appointments tab, click Change next to the appointment you would like to change. 


2. Select the new start Hme, end Hme and/or date.

Cancelling an appointment
1. On the Appointments tab, click Cancel next to the appointment you would like to cancel. 


2. Confirm the cancellaHon.

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SETTING ASIDE AVAILABLE BLOCKS OF TIME
Available blocks of Hme are Hmes that you have set aside when you are free to see clients, even if these Hmes have not been
booked with appointments. There are two reasons to set aside available blocks of Hme. First, prospecHve clients can book a
free iniHal consultaHon with you during these Hmes, which is a great way to get new clients. Secondly, your clients can change
an appointment if the Hme not longer suits them, and move it to one of your available Hmes.
1. At the top of the View Calendar tab, click the buVon “Available block of Hme”

2. Choose the start Hme, finish Hme and date from the list.

3. Choose whether this block of available Hme is a single occurrence or if it will occur repeatedly (every day, every
week, every two weeks, once a month or every two months). If it repeats, then select the ending date.

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C. COACHING PLANS
WHY SHOULD I USE COACHING PLANS WITH MY CLIENTS?
When you're coaching your clients, you want to set goals, keep your client focused, demonstrate the power of coaching, and
track progress. Using coaching plans with your clients help you to do all of these things.
1. The Coaching Plan. By compleHng a coaching plan before a session, your client will be able to talk about their
accomplishments and challenges since your last appointment together, and their prioriHes for the coming session.
This lets you focus in very directly during your coaching session on the areas that need work, leNng you keep your
coaching sharp and to the point. Coaching plans are the best tool for keeping your coaching sessions on track,
keeping the big picture in mind, and keeping your clients moHvated and moving toward their goals.
2. The Follow-up. Aner your session together, by compleHng a Follow-up, your client will be able to commit in wriHng
to the goals and acHon items you have discussed together. This keeps them on track and moHvated to succeed. Pair
your client's Follow-up with goals, homework assignments, and journaling that you assign for the client to follow
through on these commitments. In their follow-up, clients can also ask any quesHons they may have that weren't
addressed, and give you valuable feedback about the session. You can also ask your client to reflect on their greatest
insight from your session. This allows them to conHnually see the power of coaching in their lives.
You can comment on any of your client's responses to both the plan and follow-up to keep coaching alive, interacHve and
dynamic.
For online coaching, the process is similar. Your online coaching clients will submit Coaching Progress Reports at agreed upon
intervals, answering the same types of focusing quesHons. Since there are no coaching calls in between reports, Coaching
plasn are even more central to your coaching together. You can comment on your client's answers and they can comment
back, allowing for a deep online interacHve presence in their lives. Gear the assignment of your other coaching tools to your
client's answers.
Rather than depending on the cumbersome process of email, the Coaching management area of your dashboard and your
client's Coaching Pad will make the process of submiNng, reading and commenHng on their Coaching plans flow seamlessly.
You can of course customize the coaching plan your clients will receive on their dashboard in any way you want, according to
your own coaching preferences.

HOW DO I USE COACHING PLANS WITH MY CLIENTS?

Using Coaching Plans for Private coaching
1. Click on your client's name under Coaching management to reveal the drop-down list. Click on Private, under
Appointments and coaching progress. 


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 2. The list of your appointments with your client will show up, based on the appointments you have made together. If
you don't have any appointments yet, click the buVon "Make an appointment."

3. The status column will display whether or not the Coaching plan and Follow-up have been completed by your client. 


4. Click on the link "Coaching plan and follow-up." It will drop down to reveal the following:

o The Plan for the upcoming session. This shows the quesHons from your coaching plan, and your client's
answers. You can comment on any answer and receive comments back from your client. Just click the
Comment link

o Underneath the Coaching plan is an area called My Plan and Private Notes from the Session, which we
discuss below.
o At the boVom is the Follow-up from the session. This shows the quesHons from your Coaching plan Follow-
up and your client's answers. Again, you can comment on any answer, and your client can comment back.

Using Coaching Plans for Online coaching

1. Click on your client's name under Coaching management to reveal the drop-down list. Click on Online, under
Appointments and coaching progress.

2. The list of your online sessions with your client will show up, based on your regularly scheduled coaching progress
report dates. The way online coaching works is that rather than having live sessions (either over the phone or in
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 person), your client will have specific Hmes for reporHng about their progress. You can then coach them online by
responding directly to their coaching progress report, as well as assigning other coaching tools.

Click "Edit progress report days" to change the regular days your client should be reporHng on their coaching
progress.

3. The status column will indicate whether or not the Coaching progress report has been completed by your client.
4. Click on the link Client progress. It will drop down to reveal the folowing:

o The Plan for this progress period. This shows the quesHons from your Coaching progress report plan, and
your client's answers. You can comment on any answer and receive comments back from your client. Just
click the Comments link

o Underneath the Coaching progress report is an area called Private notes. This is where you can take notes
about this progress period, which will be saved for your future reference

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HOW DO I USE COACHING NOTES WITH MY CLIENTS?
Most coaches like to take notes before, during and aner their coaching to keep their clients on track, and to keep themselves
focussed. Your system allows you to do this effortlessly. Having online records of your coaching also allows you to search
easily through your notes at any Hme to remember key moments in your client's coaching journey.

My Plan and Private Notes from the Session

Under your client's PreparaHon for the Upcoming Session, you'll see a secHon called My Plan and Private Notes from the
Session. This is divided into three secHons:
1. Prepara\on for our session. In this secHon you can write your client's current focus, goals and possible obstacles
they may encounter. Doing so you'll be able to refresh your memory and stay on top of your client's progress.
2. Session. Here you can take your own private notes during the session, and take note of any acHon items the client
has commiVed to.
3. Take aways. You can jot down here your client's key insights from the session, You can also make a plan for any
coaching tools you'd like to assign or plan the next session.

Prefill func\on
To make it easier for you and cut down on your typing, we've created a feature where, for every session aner the first, you
can choose to prefill all fields with your notes from the previous session. You can of course edit these freely, but this could
save you from tedious cut and pasHng, or having two browser windows open while you review last session's notes.
Just click the buVon "Prefill" at the top of the secHon.

Post Session Summary and Coaching Tools For Client

We have made it super easy to assign tools and send a session summary to your clients.
• Assign coaching tools. To assign a coaching tool, such as journaling, acHon items, goals or an assessment, just click
the drop-down menu under Assign coaching tools, and choose as many tools as you would like to assign. The list of
assigned tools will appear underneath.
• Create a new tool to assign. To create a new tool to assign, select the type of tool you'd like from the drop down
menu. You'll be taken to the page in a new tab to create your tool. You can assign it from that page, or return to the
Appointments and Coaching Notes page.
• Send a summary of your session. To send a summary of your session, type your notes in the empty box and then
click the buVon "Send to my client."

HOW DO I CUSTOMIZE MY COACHING PLANS?

You can easily customize the Coaching plan for both your Private and Online coaching.
1. Click on Coaching and Course Tools under the Coaching & Courses drop-down on your dashboard menu. Select
Coaching plans from the len hand menu.

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 2. Click View/edit Coaching plan next to Private Coaching or Online Coaching. Then click Edit. You can change any
quesHons by changing to text. To delete a quesHon, just erase the text. Press Add addiHonal quesHon to insert
another quesHon. Press Save coaching plan to Save.

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D. GETTING TO KNOW AND USE COACHING TOOLS
WHAT KIND OF COACHING TOOLS ARE AVAILABLE FOR ME TO USE?
The best part about your coaching sonware is the wide variety of tools and forms that you can use in your coaching pracHce.
These help you to be more effecHve in your coaching, and allow you to stay more organized as your pracHce grows. You and
your coaching business have access to the following great coaching tools:
i. JOURNALING. Journaling allows you to assign thought-provoking topics for your clients to write about. Journaling has been
shown to be effecHve in a number of regards, including providing focus, improving health, and reaching goals more quickly.
You can assign journal topics, see how your client responds, and leave comments.
ii. GOAL-TRACKING. Help your clients reach their goals faster. Chart and measure their progress toward success using the
goals tool. Your client can give you regular progress reports towards their goals, and read your comments, keeping them
moHvated and on track.
iii. ACTION ITEMS. Ask your client to take acHon by assigning specific, measurable tasks. Relate these to the coaching work
you are doing together. Your clients will report on their progress, creaHng entries you can view and comment on.
iv. ASSESSMENTS AND FORMS. Create your own assessments and forms to gather informaHon about where your clients are
and where they would like to be. Assessments take a reading of the current terrain—where your clients are at right now. They
also allow you to plot a clear plan of acHon in your coaching to see where your clients want to be and how you can help them
get there.
v. RESOURCES. You may have addiHonal informaHon you want to pass onto your clients. You can do this easily from your
dashboard. Collect and keep track of the extra resources you send out regularly in one easy locaHon. You can upload any kind
of document, and you can even create resources yourself from scratch. Then just assign them to the clients you want, when
the Hme is right.
vi. FEEDBACK SURVEYS. Gather immediate feedback on what is working and what needs improvement in your coaching so
you can adjust accordingly, and keep your client on the path to success. You can tailor individual surveys on all the criteria
that are important to you, and re-use these mulHple Hmes.

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i. JOURNALING
WHY USE JOURNALING IN MY COACHING?
Journaling allows you to assign thought-provoking topics for your clients to write about. Journaling has been shown to be
effecHve in a number of regards, including providing focus, improving health, and reaching goals more quickly.

HOW DO I USE JOURNALING?

It's easy to pass the benefits of journaling on to your clients in a way that is easy for you to administer and respond to. To use
journaling with your clients, all you need to do is create a journal topic and assign it to your client. Your client will be able to
post entries that are private or share them with you. You will be able to comment on any entries. Your client can have as
many journal topics going at one Hme as you like, and conHnue to write on them for as long as they choose.

Crea\ng Journal topics

1. You can create journal topics in one of two ways

a. If you already have coaching clients registered, you can go

directly to Client and Coaching Management (under
Manage Clients & Coaching in your dashboard drop-down
menu). Here you will see a list of your AcHve clients,
InacHve clients and Prospects. Clicking on any name will
drop down a range of tools, including Journal.



Click on Journal topics. From this window, you can create
and assign journal topics.

b. Or you can create journal topics from Coaching and

Course Tools (also located under Coaching and
Courses). Just click on Journal topics in the len hand
panel.

2. No maVer which page you choose, there will be a buVon in the main box saying "Add journal topic." Click this buVon
and an area will drop down where you can create your journal topic.

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 Choose a Htle and write a descripHon. This is what your client will see when responding to the journal, so explain
clearly what you would like the client to accomplish with this topic. You can also choose to group your journal topics
into categories for your own private use. You can create addiHonal categories at any Hme by typing into the field
marked Category.

3. All your journal topics created for either coaching or courses will be listed in the table so that you can easily assign
them to mulHple clients and courses. You can sort these to display in any way you like.

Edi\ng Journal topics

1. You can edit your journal topics by clicking the link View/edit journal topic then selecHng Edit. Aner making your
changes, you have two opHons. If you select Edit all instances of topic, then everywhere you have already assigned
the topic, the changes will show up (so use this with cauHon as it may be confusing if the changes are not minor). If
you choose Save a new version of the topic, your edits will create a new version of the topic.

Assigning Journal topics

1. You can assign a journal topic from the Coaching Management page. Just click on the client's name you want to
assign the topic to from the list of your clients on the len-hand side of the page, and then select Journal topics from
the drop-down menu.

2. In the column marked Assign Date, click the link Assign or the calendar icon and select a date. This is the date your
client will be able to see your journal topic.

You can also assign journal topics (and any other tools) from the Appointments and Coaching Notes page, under the entry for
that appointment. You can do this during your coaching sessions to really streamline the process, and keep you on top of your
client's progress.

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What does my client see from their dashboard?
1. Your client will be able to read your journal topic and create entries from the Coaching Pad in their dashboard. They
can choose which privacy seNng and whether to allow comments. If they choose "Only me" as the privacy seNng,
you will be able to see they wrote and entry but not read it.

How do I read and respond to client journals?

1. Check your Progress Stream. Click on the big green buVon on your
welcome page, or on "Progress Stream" under Coaching and Client
Management in the main menu. Here you can see a snapshot of your
client's progress, to easily keep track, measure responsiveness, and
comment effortlessly. You can also filter easily by client, course, tool
type or topic Htle, so that you can hone in more directly on client
progress on a parHcular issue. You can also search for all entries
related to a specific keyword - a truly useful tool to stay engaged and on track in your client's journey!



Click comment below any journal entry to leave a
comment. Clients can comment back, and this way you
can have a producHve coaching exchange even between
sessions (and this is a perfect way to conduct online
coaching). 



OR

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 2. You can also read your client's journal entries from the Client Journal tab under Journal in Coaching Management.

3. To comment, just click the Comment link. Clients can comment back, and this way you can have a producHve
coaching exchange even between sessions (and this is a perfect way to conduct online coaching).

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ii. GOALS
WHY USE GOALS IN MY COACHING?
Coaching is all about helping your clients close the gap between where they are and where they want to be. SeNng goals and
charHng progress toward these goals is crucial in order to help your clients know what they want, to create the moHvaHon to
achieve their aims, and to create a clear, acHonable path to get there.

HOW DO I USE GOALS?

Goal tracking is easy and enjoyable. Either you or your client can set goals. If you want to set a goal, all you need to do is
create a goal and assign it to your client . Your client will be able to post reports about their progress towards their goals
(either private or shared). You will be able to comment on any entries. Your client can have as many goals going at one Hme as
you like, and conHnue to work towards them for as long as they choose. You can set milestones, a target date and a reward if
you like.

Crea\ng Goals
1. Once you have a coaching client registered, access Client and Coaching Management (under Manage Clients &
Coaching from the drop-down menu). Here you will see a list of your AcHve clients, InacHve clients and Prospects.
Clicking on any name will drop down a range of tools, including Goals. From this window, you can create and assign
goals. 




2. Click on the buVon at the top that says "Create a goal." An area will drop down where you can create your new goal
for this client.

Choose a Htle and write a descripHon.
You can provide a target date if you want, or choose to make this an
Ongoing goal. You can also add a reward that you encourage your
client to enjoy when they complete their goal.
If the goal is fairly large, you might want to provide milestones along
the way with opHonal target dates for these as well. These should be
arranged in chronological order leading up to the goal target date.
You can add as many milestones as you like—simply click Add
addiHonal milestone.

Edi\ng Goals
You can edit your goals by clicking the link View/edit goal then selecHng Edit. Aner making your changes, click Save.

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Assigning Goals
Goals are specific to your individual client, so they won't show up in any of your other coaching or courses. In the column
marked Assign Date, click the link Assign or the calendar icon and select a date. This is the date your client will be able to see
your goal.

You can also assign goals (and any other tools) from the Appointments and Coaching Notes page, under the entry for that
appointment. You can do this during your coaching sessions to really streamline the process, and keep you on top of your
client's progress.

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What does my client see from their dashboard?
1. Your client will be able to read your goal and create progress reports from the Coaching Pad in their dashboard. They
can choose which privacy seNng and whether to allow comments. If they choose "Only me" as the privacy seNng,
you will be able to see they wrote and entry but not read it.

2. Your client can also create their own goal. If they do so, these goals will also show up in the Goals page of your
Coaching management for this client.

How do I read and respond to goal progress reports?

1. Check your Progress Stream. Click on the big green buVon on your welcome page, or on "Progress Stream" under
Coaching and Client Management in the main menu. Here you can see a snapshot of your client's progress, to easily
keep track, measure responsiveness, and comment effortlessly. You can also filter easily by client, course, tool type
or topic Htle, so that you can hone in more directly on client progress on a parHcular issue. You can also search for all
entries related to a specific keyword - a truly useful tool to stay engaged and on track in your client's journey!



Click comment below any goal progress report to leave a comment. Clients can comment back, and this way you can
have a producHve coaching exchange even between sessions (and this is a perfect way to conduct online coaching). 



OR
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 2. You can also read your client's progress reports toward their goal from the same page where you created the goal
(the Goals page in Coaching management).

3. Your client will update the status and add details of their progress toward their goal from their dashboard. Click
"View goal progress" to review the details your client has provided about their progress, any setbacks they have
encountered, and so on. When they have reached their goal, they can mark it as Achieved, which will be noted in
their progress report, and change the status of the goal.

4. To comment, just click the Comment link. Clients can comment back, and this way you can have a producHve
exchange regarding your clients' goals, keeping them moHvated and on track.

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iii. ACTION ITEMS
WHY USE ACTION ITEMS IN MY COACHING?
The key benefit of coaching is in helping clients to create new strategies, behaviors and perspecHves. Asking your client to
take acHon is criHcal in this process, and creaHng acHon items is the perfect way to make taking acHon concrete for your
client. Once your client commits to taking acHon during your session together, either you or your client can create that acHon
item.
Your clients will report on their progress, creaHng entries you can view and comment on. This creates accountability, giving
clients the push they need to follow through on their commitments and take acHon towards reaching their goals. AcHon
items have been shown to improve client commitment to their goals. If clients commit to a task, they will have more of an
investment in their coaching outcomes.

HOW DO I USE ACTION ITEMS?

It's easy to get your clients to follow through on their acHon steps. All you need to do is create an acHon item and assign it to
your client. AlternaHvely, your client can do so from their own Coaching Pad dashboard. Your client will be able to post
reports about their homework progress (either private or shared). You will be able to comment on any entries. Your client can
have as many homework assignments going at one Hme as you like, and conHnue to work towards them for as long as they
choose.

Crea\ng Ac\on Items

Go to Client and Coaching Management (under Manage Clients & Coaching from the drop-down menu). Here you will see a
list of your AcHve clients, InacHve clients and Prospects. Clicking on any name will drop down a range of tools, including
AcHon Items.
Click on AcHon items. From this window, you can create and assign acHon items.
There will be a buVon in the main box saying "Create acHon item." Click this
buVon and an area will drop down where you can create your acHon item.
Choose a Htle and write a descripHon. This is what your client will see when
responding, so explain clearly what you would like the client to get from
compleHng the acHon item. You can also choose to group your acHon items into categories for your own private use. You can
create addiHonal categories at any Hme by typing into the field marked Category.

Similar to goals, acHon items are unique to each client, so you'll only see the acHon items for that client on their AcHon Item
tab.

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Edi\ng Ac\on Items
You can edit your acHon items by clicking the link View/edit acHon item then selecHng Edit.

Assigning Ac\on Items

1. You can assign acHon items from the Client and
Coaching Management page. Just click on the client's
name you want to assign the acHon item to from the list
of your clients on the len-hand side of the page, and
then select AcHon items.

2. In the column marked Assign Date, click the link Assign or the calendar icon and select a date. This is the date your
client will be able to see your assignment.

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What does my client see from their dashboard?
Your client will be able to create acHon items, and respond with progress entries from the Coaching Pad in their dashboard.
They can choose which privacy seNng and whether to allow comments. If they choose "Only me" as the privacy seNng, you
will be able to see they wrote and entry but not read it.

How do I read and respond to progress reports?
1. Check your Progress Stream. Click on the big green buVon on your welcome page, or on "Progress Stream" under
Coaching and Client Management in the main menu. Here you can see a snapshot of your client's progress, to easily
keep track, measure responsiveness, and comment effortlessly. You can also filter easily by client, course, tool type
or topic Htle, so that you can hone in more directly on client progress on a parHcular issue. You can also search for all
entries related to a specific keyword - a truly useful tool to stay engaged and on track in your client's journey!



Click comment below any progress report to leave a comment. Clients can comment back, and this way you can have
a producHve coaching exchange even between sessions (and this is a perfect way to conduct online coaching).



OR
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 2. You can also read your client's progress toward their acHon item from the AcHon items page in Client and Coaching
management).

3. Your client will update the status and add details of their progress toward their acHon item from their dashboard.
Click "View progress" to review the details your client has provided about their progress, any setbacks they have
encountered, and so on. When they have completed their acHon item, they can mark it as Achieved, which will be
noted in their progress report, and change the status of the acHon item.

4. To comment, just click the Comment link. Clients can comment back, and this way you can have a producHve
exchange regarding your clients' acHon plans, keeping them moHvated and on track.

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iv. ASSESSMENTS AND FORMS
WHY USE ASSESSMENTS IN MY COACHING?
Gather informaHon about where your clients are and where they would like to be. Assessments take a reading of the current
terrain—where your clients are at right now. They also allow you to plot a clear plan of acHon in your coaching to see where
your clients want to be and how you can help them get there.
You should use forms and assessments throughout your enHre coaching relaHonship. When first geNng to know a client,
assessments can be used to plot out a variety of areas, such as a client's values, their goals for the next six months or their
personal mission statement. You can use these to guide your coaching work together.
Along your coaching path, you should conHnue to administer assessments, targeted towards parHcular acHon items. For
instance, if your client is struggling with finding a balance between work and life, you might want to set a Value clarificaHon
assessment to help them figure out where their values lie and if they are aligned with their current lifestyle. If a client is
struggling with stress from having too much to do, you could create a PrioriHes and Time management assessment which
charts where they spend the majority of their Hme, and whether it is aligned with their values and prioriHes.
In essence, the possibiliHes are endless. Assessments help you and your client pinpoint obstacles, challenges and
opportuniHes in your client's path towards achieving their goals. Coaching assessments are so valuable because they allow
your client to assess themselves, measure their own progress, and thus become a beVer partner towards their own success.
Even beVer, you receive the responses directly in your dashboard. You can easily comment on the assessment to further your
client's coaching work. You also have a permanent electronic archive for easy accessibility, leNng you track your client's
changing values and prioriHes easily.

HOW DO I USE ASSESSMENTS?

You can easily create your own personalized assessements and forms which you can assign to clients . Your client will be able
to post answers to your assessments, and you will be able to comment on their responses.

Crea\ng Assessments and Forms

1. You can create assessments in one of two ways.

a. If you already have coaching clients registered, you can

go directly to Client and Coaching Management (under
Manage Clients & Coaching from the drop-down menu).
Here you will see a list of your AcHve clients, InacHve
clients and Prospects. Clicking on any name will drop
down a range of tools.



Click on Assessments and Resources. From the
Assessments and Forms tab, you can create and assign
Assessments. 


b. Or you can create assessments from Coaching and

Course Tools (under Coaching and Courses). Just click on
Assessments and resources in the len hand panel.

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 2. No maVer which page you choose, there will be a buVon in the main box
saying "Create an assessment." Click this buVon and an area will drop down
where you can create your assessment.

Choose a Htle and write a descripHon. Give any instrucHons here that your
client will need for responding to the assessment. You can also choose to group your assessments into categories for
your own private use. You can create addiHonal categories at any Hme by typing into the field marked Category.

3. Next, create your quesHons. These can be in the form of Yes/No, short answer, paragraph or mulHple choice. If you
choose mulHple choice, create each alternaHve your client can choose from. You can create as many quesHons as
you like—just click on "Add addiHonal quesHon."

4. All your assessments created for either coaching or courses will be listed in the table so that you can easily assign
them to mulHple clients and courses. You can sort these to display in any way you like.

Edi\ng Assessments and Forms

You can edit your assessments by clicking the link View/
edit assessment then selecHng Edit. Aner making your
changes, if you select Save edited assessment, the
assessment will be edited with your changes (this
opHon is only available if the assessment hasn't been
responded to by anyone yet). If you choose Save new
version of assessment, your edits will create a new
version of the assessment.

Assigning Assessments and Forms

1. You can assign assessments from the Coaching
Management page. Just click on the client's name you
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 want to assign the assessment to from list of your clients on the len-hand side of the page, and then select
Assessments and resources from the drop-down menu.

2. In the column marked Assign Date, click the link Assign or the calendar icon and select a date. This is the date your
client will be able to see your assessment.

You can also assign assessments (and any other tools) from the Appointments and Coaching Notes page, under the entry for
that appointment. You can do this during your coaching sessions to really streamline the process, and keep you on top of your
client's progress.

What does my client see from their dashboard?

Your client will be able to respond to your
assessments from the Coaching Pad in their
dashboard.

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How÷ do I view completed Assessments and Forms?
1. 1. Check your Progress Stream. Click on the big green buVon on your welcome page, or on "Progress Stream" under
Coaching and Client Management in the main menu. Here you can see a snapshot of your client's progress, to easily
keep track, measure responsiveness, and comment effortlessly. You can also filter easily by client, course, tool type
or topic Htle, so that you can hone in more directly on client progress on a parHcular issue. You can also search for all
entries related to a specific keyword - a truly useful tool to stay engaged and on track in your client's journey! 



Click comment below any assessment to leave a comment. Clients can comment back, and this way you can have a
producHve coaching exchange even between sessions (and this is a perfect way to conduct online coaching).

2. You can also read your client's responses to your

assessments from the same page where you created the
assessment (the Assessments and resources page in
Coaching management).

3. Once your client has submiVed the assessment, "Client's

responses pending" will change to "View client's responses." Click on this link and the quesHons and answers to the
assessment will drop down.

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 4. To comment, just click the link Comment on client's responses at the boVom of the assessment. Clients can
comment back, and this way you can have a producHve exchange regarding your client's self assessment, drawing
out meaning from their responses, and using it to further your client's success towards their goals.

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v. RESOURCES
WHY USE RESOURCES IN MY COACHING?
You may have addiHonal informaHon you want to pass onto your clients. You can do this easily from your dashboard. Collect
and keep track of the extra resources you send out regularly in one easy locaHon. You can upload any kind of document, and
you can even create resources yourself from scratch. Then just assign them to the clients you want, when the Hme is right.

HOW DO I USE RESOURCES?

You can easily upload documents or create your own resources which you can then assign to clients.

Crea\ng and Uploading Resources

1. You can create resources in one of two ways.
a. If you already have coaching clients registered,
you can go directly to Client and Coaching
Management (under Manage Clients & Coaching
from the drop-down menu). Here you will see a
list of your AcHve clients, InacHve clients and
Prospects. Clicking on any name will drop down a
range of tools.



Click on Assessments and resources. From the
Resources tab, you can create and assign
resources.
b. Or you can create resources from Coaching and Course Tools (under the Coaching and Courses drop down
in your dashboard menu). Just click on Assessments and resources in the len hand panel, and chose the
Resources tab.

2. No maVer which page you choose, there will be a buVon in the
main box saying "Create or upload a resource." Click this buVon
and an area will drop down where you can create your resource.

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 Choose a Htle and write a descripHon. You can also choose to group your resources into categories for your own
private use. You can create addiHonal categories at any Hme by typing into the field marked Category.

3. Next, you can either upload documents or create a resource.
a. Use the WYSIWYG editor to create a new resource in fully formaVed HTML that will be available right in
your client's coaching dashboard. Just enter your text in the box as you would if you were creaHng a text
document. You can choose font styles, sizes, colors and any other features you would with a normal word
processor. You can also add links and insert images. You can even create anchors to link different secHons
within the resource. For advanced layout, use block quotes, bullets, indentaHon and tables. Hover your
mouse over an icon to find out what it does.

b. AlternaHvely, you can upload a document to make available to your clients.

4. All your resources created for either coaching or courses will be listed in the table so that you can easily assign them
to mulHple clients and courses. You can sort these to display in any way you like.

Edi\ng resources
You can edit your resources by clicking the
link View/edit resource then selecHng Edit.
Aner making your changes, if you select Save
edited resource, the resource will be edited
with your changes. If you choose Save new
version of resource, your edits will create a
new version of the resource.

Assigning resources
1. You can assign resources from the Coaching Management page.
Just click on the client's name you want to assign the resource to

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 from the list of your clients on the len-hand side of the page, and then select Assessments and resources from the
drop-down menu. Select the Resources tab.

2. In the column marked Assign Date, click the link Assign or the calendar icon and select a date. This is the date your
client will be able to see your assessment.

You can also assign resources (and any other tools) from the Appointments and Coaching Notes page, under the entry for that
appointment. You can do this during your coaching sessions to really streamline the process, and keep you on top of your
client's progress.

What does my client see from their dashboard?

Your client will be able to access your resources from the Coaching Pad in their dashboard. Resources will display in the same
fashion as you see them in your own dashboard window.

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vi. FEEDBACK SURVEYS
WHY USE FEEDBACK SURVEYS IN MY COACHING?
Gather immediate feedback on what is working and what needs improvement in your coaching so you can adjust accordingly,
and keep your client on the path to success. You can tailor individual surveys on all the criteria that are important to you, and
re-use these mulHple Hmes.

HOW DO I USE FEEDBACK SURVEYS?

You can easily create your own personalized feedback surveys which you can assign to clients. Your client will be able to post
answers to your surveys, and you will be able to comment on their responses.

Crea\ng feedback surveys

1. You can create feedback surveys in one of two ways.

a. If you already have coaching clients registered,

you can go directly to Client and Coaching
Management (under Manage Clients &
Coaching from the drop-down menu). Here
you will see a list of your AcHve clients, InacHve
clients and Prospects. Clicking on any name
will drop down a range of tools.



Click on Feedback. From this page you can create and assign feedback surveys.
b. Or you can create feedback surveys from Coaching and Course Tools (under Coaching and Courses). Just
click on Feedback in the len hand panel.

2. No maVer which page you choose, there will be a buVon in the main box saying "Create a survey." Click this buVon
and an area will drop down where you can create your feedback survey.

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 Choose a Htle and write a descripHon. Give any instrucHons here that your client will need for responding to the
survey. You can also choose to group your feedback surveys into categories for your own private use. You can create
addiHonal categories at any Hme by typing into the field marked Category.

3. Next, create your quesHons. These can be in the form of Yes/No, short answer, paragraph or mulHple choice. If you
choose mulHple choice, create each alternaHve your client can choose from. You can create as many quesHons as
you like—just click on "Add addiHonal quesHon."

4. All your feedback surveys created for either coaching or courses will be listed in the table so that you can easily
assign them to mulHple clients and courses. You can sort these to display in any way you like.

Edi\ng feedback surveys

1. You can edit your feedback surveys
by clicking the link View/edit survey
then selecHng Edit. Aner making
your changes, if you select Save
edited survey, the survey will be
edited with your changes (this
opHon is only available if the survey
hasn't been responded to by
anyone yet). If you choose Save new
version of survey, your edits will
create a new version of the survey.

Assigning feedback surveys

1. You can assign feedback surveys from the Coaching

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 Management page. Just click on the client's name you want to assign the survey to from list of your clients on the
len-hand side of the page, and then select Feedback from the drop-down menu.

2. In the column marked Assign Date, click the link Assign or the calendar icon and select a date. This is the date your
client will be able to see your survey.

You can also assign surveys (and any other tools) from the Appointments and Coaching Notes page, under the entry for that
appointment. You can do this during your coaching sessions to really streamline the process, and keep you on top of your
client's progress.

What does my client see from their dashboard?

1. Your client will be able to respond to your feedback surveys from the Coaching Pad in their dashboard.

How do I view completed feedback surveys?

1. Check your Progress Stream. Click on the big green buVon on your welcome page, or on "Progress Stream" under
Coaching and Client Management in the main menu. Here you can see a snapshot of your client's progress, to easily
keep track, measure responsiveness, and comment effortlessly. You can also filter easily by client, course, tool type
or topic Htle, so that you can hone in more directly on client progress on a parHcular issue. You can also search for all
entries related to a specific keyword - a truly useful tool to stay engaged and on track in your client's journey! 



Click comment below any survey to leave a comment. Clients can comment back, and this way you can have a

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 producHve coaching exchange even between sessions (and this is a perfect way to conduct online coaching). 



OR

2. You can also read your client's responses to your feedback surveys from the same page where you created the
survey (the Feedback page in Coaching management).

3. Once your client has submiVed the survey, "Client's responses pending" will change to "View client's responses."
Click on this link and the quesHons and answers to the survey will drop down.

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 4. To comment, just click the link Comment on client's responses at the boVom of the survey.

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E. ONLINE COACHING
WHY SHOULD I OFFER ONLINE COACHING?
Online coaching is growing market. Offering online coaching opens up your repertoire and is appealing to a demographic who
wants accountability and moHvaHon but prefers an online engagement style.
Online coaching is a great way to expand your services. You can cater to people who feel they are too busy for live coaching,
like the anonymity, require a lower price point, or simply are more comfortable using computers. You can coach more people
in less Hme, meaning you can offer your services to a greater range of people.
Online coaching is perfectly suited to your dashboard. The system is set up so that you can assign a range of coaching tools,
receive feedback from your clients, and comment back, engaging in an ongoing and sHmulaHng online coaching process.

HOW DO I CONDUCT COACHING ONLINE?

Online coaching is similar to coaching with live interacHon, except everything is done online. So instead of making
appointments to talk to your clients, you set up a regularly scheduled day when they submit a coaching progress report to
you. A coaching progress report is similar to the Coaching Plan and Follow-up that your offline clients complete, and asks your
online clients about their successes, challenges, acHon items and goals since the last Hme they reported progress to you. You
can then respond to each answer by clicking Comment.
This is where you can do your coaching work, asking powerful quesHons and helping to move your client forward towards
their goals. Your client can respond in turn, and you can have a meaningful coaching exchange, completely online.
In between coaching progress days, you can use all the other coaching tools to further their coaching progress. Assign
homework and acHon items to move your client forward; get your client journaling about issues that come up during your
regular coaching work; assign assessments to take a reading of where they are and where they want to be; set goals in
conjuncHon with your client to help them reach success; create and make available further resources; request feedback to
calibrate your coaching and target it to what your client needs.
Online coaching is a simple, effecHve way of helping clients, and is easily administered using your dashboard tools.

HOW DO I OFFER ONLINE COACHING IN MY CATALOG?

It's easy to engage in online coaching with your clients using your dashboard tools.

Crea\ng an online coaching offering

Create an online coaching offering for your catalog. Click
Catalog under the Business & Shop dropdown in your
menu. Then select Add coaching from the len hand panel.
Create your coaching offering as usual, but make sure to
select ONLINE as the type of coaching (under the SeNngs
heading).

Adding your client's Coaching progress report day in Client seings

1. When your clients sign up with you, you can communicate with them using the Mail system. Set up a schedule for
when and how onen you want your client to submit a Coaching Progress report.

o To enter this schedule, open up Coaching management. Then click on the client's name from the drop down
menu on the len hand side and choose Client seNngs.
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o Scroll down to the Coaching modaliHes heading. Click the Edit details buVon.
o Then you can select a frequency (how onen you want your client to submit their Coaching progress) and the
day it is due. Choose today's date as the StarHng from date if your regular day and Hme starts immediately,
or else schedule it to begin in the future.

Where your online sessions will show up aoer you schedule your client's regular Coaching
progress day
1. In the Appointments and coaching progress page of Coaching management, click the Online coaching tab. Your
regularly scheduled coaching day and Hme will populate the list of sessions. You can check here to view your client's
Coaching Plans when they are complete.

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 2. From the Coaching Appointments tab in their Coaching Pad, your client will see a list of dates when their Coaching
progress is due. Your client can select the relevant date in order to view and post their Coaching progress reports.
Scheduling your regular coaching day and Hme is important because it allows their coaching progress plans to be
available for them to complete in advance.

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GET STARTED COACHING ONLINE
Use and customize your Coaching progress reports
Review how to use and customize Coaching progress reports for your online clients in the Coaching Plans chapter of this
tutorial.

Make use of all the other coaching tools

Make use of the ran of coaching tools at your disposal to help your clients reach their goals faster. All tools enable rich,
meaning ful interacHon which is completely online.
• Journaling

• Goal seNng

• Homework and AcHon items

• Assessments and Forms

• Resources

• Feedback surveys

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F. GROUP COACHING
WHY SHOULD I OFFER GROUP COACHING?
Group coaching is a terrific way to expand your repertoire and reach more clients. You can coach more people for a lower
price point with group coaching, making it an excellent way to reach those who might find private coaching too costly. You
can also offer online group coaching, which allows you to save even more Hme.

HOW DO I CREATE A GROUP COACHING OFFERING?

Group coaching works in a similar way to regular coaching, except instead of offering private coaching calls, you can either
offer group coaching calls, or eliminate live interacHon in favour of online delivery.
To deliver group coaching using your dashboard, you just need to create a course and use the Course Management system.
Whereas Coaching Management facilitates interacHon between you and one other client, Course Management allows you to
interact with mulHple clients, to facilitate a group coaching experience.
You can do everything with Course Management that you currently do with Coaching Management, including assigning all the
coaching tools. You can also create HTML rich content called E-Modules that are delivered automaHcally to your course
members.

Create a course to offer as group coaching

Create a course that you can offer as group coaching. Click Catalog under the
Business & Shop dropdown in your menu. Then select Add new course.

Plan your coaching calls

Add the coaching calls that will be included with this group coaching offering. So for
instance, if your group coaching lasts for three months and you want to have a call
every two weeks, add six coaching calls to the secHon called Course Content:
Coaching Calls. Each call should have a Htle and a descripHon.

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Then choose your delivery interval. This can either be a regular interval such as weekly, or according to the specific dates you
select.

If you offer each individual coaching call at more than one Hme, to suit people’s schedules, select “Manual selecHon.” Then
you can fill in three alternate Hmes per call next to Date.

You won’t be able to change the dates of your coaching calls aner your group coaching offering starts, but you can post a
Course noHce leNng everyone know of the change.

Add your coaching call access details

Let your clients know how to access your group coaching calls. There are a variety of services online that will allow you to
make coaching calls or webinars available to a group of people. Convey the details your course members need to access these
calls in one of two ways:
1. If the access details for all your group coaching calls remain the same, you can include these details on the Add
course page in the secHon called Coaching call procedure. This informaHon is not made public, but will only be
viewable by registered course members.

2. If the access details change for each call, enter the specific
details for each call using the Sessions page in Course
management (aner you have created your course). Click on
Course Management, under Courses & Coaching. Click on your
course name and then select Sessions from the len hand menu.

a. Click View/edit coaching call under the Session Htle.

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 b. The coaching call details area will drop down. Click the Edit link. You’ll be able to add or edit your Coaching
call number and procedure.

Add E-modules, if desired

Courses also allow you to offer modular content delivered automaHcally to your course members. This can be in the form of
web content, audio or video. You might want to use this opHon, or choose simply to sHck with coaching calls. To find out
more, read about Sessions and CreaHng Course Sessions.

Edit your coaching call informa\on and assign coaching tools

You can use all the regular coaching tools in your group coaching, such as journaling, goal tracking, homework, assessments,
resources and feedback. You just need to assign the tools you want to your coaching call. Or alternaHvely, you can create E-
modules and assign coaching tools this way.
Adding Coaching tools to Coaching Calls
To add coaching tools to your coaching calls, assign specific tools
for each call using the Sessions page in Course management,
aner you have created your course. Click on Course
Management, under Courses & Coaching. Click on your course
name and then select Sessions from the len hand menu.

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 a. Click the View/edit Coaching call link under the coaching call you'd like to edit.

b. The coaching call details area will drop down. Click the Edit link. You’ll see a secHon at the boVom of the drop-down
area where you can select and assign coaching tools. These will become visible and available for your group coaching
clients to respond to as of three days before the coaching call date. Let them know if you want them to start thinking
about the assignments before the call, or if they should wait unHl aner listening to the call to get started responding.



You can make available any of your coaching tools to complement your coaching calls.
o Include access to addiHonal resources you have created or uploaded.
o Assign an assessment or form to go with this topic.
o Assign acHon items or homework to allow course members to put the material immediately into pracHce.
o Assign a course goal to complement the material.
o Suggest your course members journal on a related topic.
o Get feedback on an aspect of the material or course.
Any of the coaching tools you have created, and any course goals specific to this course, will be available for you to assign to
any coaching call. To create a new item, just follow the direcHons in the preceding chapters on how to create coaching tools.

Adding Coaching tools to E-Modules

To add coaching tools to your E-Modules instead, assign specific tools for each E-Module using the Sessions page in Course
management. Follow the instrucHons for assigning coaching tools to coaching calls above but click the link to drop down the
details for each E-Module instead of each coaching call. Aner you press Edit, you will see a secHon where you can select and
assign coaching tools.

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INVITE COACHING CLIENTS TO YOUR GROUP COACHING OFFERINGS
Let your coaching clients know about your group coaching and invite them to join. Your group coaching will also be listed on
your Profile and in the Shop.

HOW DO I CONDUCT GROUP COACHING?

Communicate with your clients
Once your group coaching starts, you can coach your clients by communicaHng in a number of ways:
Hold group coaching calls
Your scheduled group coaching calls will act as a foundaHon for your group coaching, allowing your clients access to
important personal interacHon with you.
Assign and comment on coaching tools
Assign coaching tools such as journaling, homework, goals and assessments, and comment on your clients’ responses. Your
clients can also comment on each others’ responses, allowing for an interacHve peer coaching experience.
Post discussion threads
Use the discussion tool to further coaching interacHon amongst your clients. You can engage in follow-up discussions around
the topics you are exploring in group coaching calls and assigned coaching tools. You can lead these discussion or let your
clients take the lead.
Post no9ces
If there are important maVers you want to let all your clients become aware of, use the NoHces tool to post a course noHce.
Create E-Modules
You can also deliver coaching by preparing modular content for your clients to work through, know as E-Modules. This frees
up more of your Hme. You might even choose to run purely virtual or online group coaching this way.

Read and respond to journal entries, goal progress, homework

progress and assessments
If you have assigned coaching tools to complement your group coaching calls or E-Modules, you
can view your clients’ responses in the Course management page specific to that coaching tool.
View journal entries on the Course Journal page, homework progress on the Homework and
acHon items page, goal progress on the Goals page, assessment responses on the Assessments
page, and survey responses on the Feedback page. Read more about each coaching tool in the
chapters on Course tools

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HOW DO I PROVIDE A RECORDING OF MY CALLS?
For clients who miss your coaching calls, you can provide a recording for them to access. Just record your coaching call in
audio or video format while you deliver it. Aner the call is over, an area will appear in the Coaching Call drop down on the
Sessions page for the course, where you can upload an audio recording of the call or link to a video recording on YouTube.
Read the instrucHons for linking to a YouTube video on the Course Sessions page.

WHAT DO MY GROUP COACHING CLIENTS SEE FROM THEIR

DASHBOARD?
Your group coaching clients will be able to access all their group coaching material with you from their Course Pad. They’ll be
able to see when coaching calls take place, and access coaching tools you have assigned three days before each call.



If you have assigned any coaching tools, your course members can complete these by following the link listed next to each
item. For instance, by following the link next to Journal topic, they will be taken to the Journal page of their Course Pad,
where they can read the topic descripHon, and write and submit their journal entry.

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From their Course Pad, your course members will be able to view your session content. They’ll also be able to watch any
videos and stream any audio you have included.

LEARN MORE BY READING ABOUT COURSES

Now you have mastered group coaching, read more about offering courses as a way of expanding your coaching repertoire.

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STEP 7: GET STARTED OFFERING COURSES
A STEP BY STEP TUTORIAL
Offering courses is a breeze using your dashboard's coaching tools and features. This tutorial will guide you through the main
features of the system so you can get started right away!

What this tutorial covers

A. HOW COURSES WORK
Courses allow you to offer group coaching, deliver informaHon products, or conduct coach training. The possibiliHes are
endless. Find out why courses are a great addiHon to your repertoire, and how they work.

B. COURSE WELCOME MATERIAL

Course members will receive welcome material automaHcally delivered once they purchase a course from you. You can use
your default course package or customize it for each course.

C. COURSE SESSIONS
The content of your course can consist of coaching calls and/or HTML-rich content known as E-Modules. E-Modules allow you
to embed links to videos and audio, and to easily create HTML pages of informaHon including links and images.

D. NOTICES AND DISCUSSION

You and your course members can carry on lively discussions through the discussion tool .You can also post course noHces.

E. GETTING TO KNOW AND USE COURSE TOOLS

All the coaching tools are also available for your courses. Integrate journaling, homework, goal-tracking and assessments into
your courses to create a rich and interacHve coaching experience.

Course management on your dashboard

The Course Management link in your dashboard is where you will go to administer
your courses and group coaching (under the Coaching & Courses drop down menu).
When you click the link, you will see all your courses listed on the len hand side of
the screen. Clicking on a course name will expand the list so you can administer its
seNngs, create session content, post noHces and discussion topics, and assign
coaching tools such as goals and journaling.

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If no courses are showing up, create a new one from the Catalog link (under Billing & Shop). Select Add New Course.

You can also create and manage many of your coaching tools from the Coaching and Course Tools link in the Coaching &
Course drop down menu.

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A. HOW COURSES WORK
WHY SHOULD I OFFER COURSES?
Group coaching
Courses are a great way to offer your coaching services. You can use them to facilitate group coaching, allowing you to offer
your services to a greater group of people, at a different price point. Group coaching lets you reach a larger audience, and
also allows your course members to interact with each other, creaHng a rich, dynamic coaching experience for all. Offer group
coaching by creaHng one or more courses. Your group coaching can take place completely online, or integrate tradiHonal live
interacHon through group coaching calls.

Courses as informa\on products

You can also offer courses as a form of informaHon product, allowing you to earn a passive income. Just think of a topic that
you know about, and break it up into several chunks, or “modules.” Create these digital modules, or “E-Modules,” easily from
your dashboard, and choose a schedule for delivery. Now your course is ready to go, and anyone show signs up will
automaHcally be delivered your content in a modular fashion, along with any coaching tools you have assigned. Offer your
courses sequenHally, allowing course members to join when it suits them and work through your material at their own pace.
Feel free to experiment with the range of subject areas available. The possibiliHes are endless. Publish arHcles on the same
topics, linking to your course, to be people interested in you and learning more from you.

Coach training
Consider offering training for those wanHng to become coaches, or coaches needing to update their skills for accreditaHon.
You can easily offer courses that will meet the InternaHonal Coach FederaHon’s criteria by including live coaching calls.

HOW DO COURSES WORK?

It’s easy to expand your repertoire and offer group coaching, courses or coach training. Just follow these simple steps:
1. Add a course to your catalog.

2. Create the content for your course and schedule your course sessions. If this is group coaching, you might want to
offer group coaching calls. If it’s a self contained course, you can create HTML rich material for your course called E-
Modules that will be delivered to your course members in modules.

3. Invite clients to join your course. Others will find it using in the Shop based on the descripHon you wrote when
creaHng your course, so make it sound as enHcing as possible. When clients buy your course, you’ll be noHfied. Each
new course member will receive your welcome material and agreement. You can tailor these for each course, or use
your default welcome package.

4. When the course starts, clients will access the course content from their dashboard. E-modules and coaching call
access details will be delivered based on the course schedule.

5. You can assign any other course tools in any of your courses, to create an interacHve and dynamic experience for
your clients.

o Course noHces

o Course discussion
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 o Journal topics

o Homework and acHon items

o Goals

o Assessments

o Resources

o Feedback

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B. COURSE WELCOME MATERIAL
WHAT IS COURSE WELCOME MATERIAL?
Welcome your course members to each course with welcome material, which will be sent out automaHcally aner a client
purchases a course with you. Course welcome material will contain a welcome leVer and a course agreement. You can also
add any of your other assessments or resources. You can send out your default course welcome material, or you can set
individual welcome material for each of your courses.

HOW DO I USE AND CUSTOMIZE MY WELCOME MATERIAL?

It’s easy to edit any part of your course welcome material. Just go to the
Coaching and Course Tools page, located under Coaching & Courses on your
dashboard menu. Choose Welcome Package Forms from the len hand menu.
Select the tab called Course Welcome Material.

Customizing your welcome material

1. You can edit your course welcome material in two ways.

a. You can edit the default course welcome material. This is the
material that is sent out by default if you haven’t specified anything else to take place.

b. AlternaHvely you can change the welcome material for each course, for instance by customizing the
welcome leVer or including different addiHonal items and resources. Click on the course name and the list
of items in your welcome material will drop down.

2. To customize the welcome material, click on the item you wish to edit. The current version will drop down. Click Edit
to edit the item.

o The welcome leVer and

agreement will reveal a WYSIWYG
box where you can add
formaNng to your leVer and
change the text.

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 o To add addiHonal assessments or resources, click the Select drop-down menu. Check the boxes of all items
you want included.



You can create addiHonal assessments and resources from the Assessments and resources page in Coaching
and course tools.

Viewing completed forms from your welcome material

Answers to any extra assessments you included will be visible to you in the Assessments and resources tab of Course
management for that course.

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C. COURSE SESSIONS: E-MODULES AND COACHING
CALLS
i. INTRODUCING COURSE SESSIONS
WHAT ARE COURSE SESSIONS?
Sessions are the heart of your course. Your course will generally be organized around course material delivered in modular
format, a series of scheduled group coaching calls, or or both.
• Course content delivered in a modular fashion is organized as a series of electronic modules, or E-Modules. You can
create these from your dashboard, and include text, images, audio and video. You can also assign any of your
coaching tools to go along with each module. E-modules are delivered automaHcally to your course members based
on the schedule you choose.
• Coaching calls can be scheduled as well. Your course members will be alerted when and how to access these calls.
You can assign coaching tools to complement your coaching calls.

WHAT ARE E-MODULES?

E-modules consist of electronic session content that you can make available to your clients from their dashboard. An E-
module can include any or all of the following:
• HTML rich content viewable by your course members which can incorporate text, images, tables, links, and anything
else you would include on a webpage.
• Uploaded documents and audio recordings.
• Embedded videos.
• Homework, journal assignments, goals or assessments you have assigned.
Your course members will view the E-Module content from their dashboard on the date it becomes available according to the
schedule you have set.

WHAT ARE COURSE COACHING CALLS?

Courses can incorporate group coaching calls easily. If you are conducHng group coaching, you will probably have regular
coaching calls, unless the coaching is completely online. Other types of courses might also include coaching calls, as an
alternate way to deliver course material.

How do I provide access details for coaching calls to my course members?

There are a variety of services online that will allow you to make coaching calls or webinars available to a group of people.
Convey the details your course members need to access these calls in one of two ways:

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 1. If the access details for all your group coaching calls remain the same, you can include these details on the Add
course page in the secHon called Coaching call procedure. This informaHon is not made public, but will only be
viewable by registered course members.

2. If the access details change for each call, enter the specific details for each call using the Sessions page in Course
management. Click on Course Management, under Courses & Coaching. Click on your course name and then select
Sessions from the len hand menu.

a. Click View/edit coaching call under the Session Htle.

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 b. The coaching call details area will drop down. Click the buVon Edit Coaching call. You’ll be able to add or
edit your Coaching call number and procedure.

HOW DO I CREATE COURSE SESSIONS?

Create your course sessions by following these two simple steps, described in the following two chapters.
1. To create your course sessions, first you will want to decide on a schedule of delivery - how many (if any) E-Modules
you will include, how many (if any) coaching calls, and when they will take place.
2. You’ll then create the actual content of the E-Modules, and edit your Coaching calls.

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ii. CREATING A COURSE SCHEDULE
When you first create your course in the Financials and Shop Management secHon, you’ll decide how many E-Modules and/or
coaching calls you want to include, and when they will be delivered.

YOUR INTRODUCTORY MODULE

When your course starts, your course members will be able to access all the tabs in their course. So that they are not greeted
by a blank Sessions page, and to welcome them to the course, you’ll create an introductory module. This could be as simple
as a welcome message, or it could be the first module you are delivering, with full content. In the secHon marked
Introductory Module, just choose a Htle and write a short descripHon. You’ll be able to create the content for this and all
other E-Modules from Course management aner the course is created.

SCHEDULING E-MODULES
• Add a Htle and descripHon for each E-Module you are including in the course in the secHon “Course Content: E-
Modules.” The Htle and descripHon will show up in the Course descripHon page in the Shop, and also in your course
members’ Course Pad.

• Then choose a regular interval for delivery (e.g. weekly) or the specific dates you want.

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SCHEDULING COACHING CALLS
a. Add a Htle and descripHon for each coaching call you are including in the course in the secHon “Course Content:
Coaching Calls.” The Htle and descripHon will show up in the Course descripHon page in the shop, and also in your
course members’ Course Pad.

b. Then choose a regular interval for delivery (e.g. weekly) or the specific dates you want.

If you offer each individual coaching call at more than one Hme, to suit people’s schedules, select “Manual
selecHon.” Then you can fill in three alternate Hmes per call next to Date.

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EDITING YOUR COURSE SCHEDULE LATER
You can edit this schedule later as long as no one has purchased the course.
a. Just select View Courses in Financials and Shop management.

b. Click on the name of the course.

c. Then click the Edit buVon in the top right corner. If the course has not been purchased yet, you will be able to edit
the delivery schedule for E-Modules and coaching calls. Even if it has been purchased, you can sHll edit the Htles and
descripHons for any of your E-Modules or coaching calls.

You won’t be able to change the dates of your coaching calls aner your course starts, but you can post a Course
NoHce leNng everyone know of the change.

CREATING YOUR COURSE CONTENT

Aner creaHng your course schedule, you’ll want to create the actual content of your course, described in the next
chapter.

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iii. CREATING COURSE SESSIONS
CREATE YOUR COURSE SESSIONS
Now that you have decided on your schedule of delivery, you can start creaHng your session content.
1. You’ll create the actual content of your E-Modules.
2. You’ll edit your Coaching calls.

CREATING E-MODULE CONTENT

Aner you decide how many modules you want, you will want to actually create the E-Module content as it will appear for
your course members, including your Introductory Module.
1. Click on Course Management (under Courses &
Coaching). Click on your course name and then
select Sessions from the len hand menu.

2. All sessions will be listed in order of delivery.

Click View/edit E-Module to view each E-
Module you have included in the course. Click
Edit to create the content.

a. The WYSIWYG editor will allow you to create rich content for your course members, similar to a web page.
You can write text, add images, incorporate tables, use bullets and other formaNng and add links. Present
your content in an aVracHve and user friendly manner. How you input it is how your course members will
see it from their own dashboard.

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b. To complement your module content, you can create an unlisted video on YouTube and embed it within
your module. To create an unlisted video on YouTube, follow these instrucHons provided by YouTube
Support (hVp://support.google.com/youtube/bin/support.google.com/youtube/bin/answer.py?
hl=en&answer=181547):

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 ▪ Sign into your YouTube Account

▪ Click on your account name located in the top right of any page. Click on Video Manager from the
expanded menu.

▪ Choose the video you want to edit and click the Edit buVon below the video thumbnail.

▪ Scroll down to the Basic Info tab and find the Privacy secHon.

▪ You’ll see the opHon to make the video Public, Unlisted, or Private.

▪ Select Unlisted. Make sure to click the Save Changes buVon at the boVom of the page
Then just copy the URL that appears in the URL bar of your browser and paste it into the field marked Video
URL in your Course management window.

c. You can also complement your content with an audio recording. Just click Choose file next to the field
marked Audio file. Your course members will be able to listen to the audio recording just by clicking Play in
their Course Pad.

d. To build on material you cover in your course, you can employ a range of coaching tools.

▪ Include access to addiHonal resources you have created or uploaded.

▪ Assign an assessment or form to go with this topic.

▪ Assign ac\on items or homework to allow course members to put the material immediately into
pracHce.

▪ Assign a course goal to complement the material.

▪ Suggest your course members journal on a related topic.

▪ Get feedback on an aspect of the material or course.

Any of the coaching tools you have created, and any course goals specific to this course, will be available for
you to assign to any E-Module. To create a new item, just follow the direcHons in the following chapters on
how to create coaching tools.

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EDITING COACHING CALL INFORMATION

Aner you decide how many coaching calls you will be including, edit the informaHon that will display for your course
members.
1. Click on Course Management (under Courses & Coaching). Click on your course name and then select Sessions from
the len hand menu.

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 2. All sessions will be listed in order of delivery. Click View/edit Coaching call to edit the coaching call details for each
call, if desired.

a. The descripHon you filled in when creaHng your course is automaHcally entered into the descripHon field,
but you can choose to expand upon this informaHon if you wish.

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 b. If you filled in a coaching call number and procedure when creaHng your course, this is pre-filled, but you
can edit it or add it if it changes for each call.

c. As with E-Modules, you can make available any of your coaching tools to complement your coaching calls.
These will become visible and available for your course members to respond to as of three days before the
coaching call date. Let them know if you want them to start thinking about the assignments before the call,
or if they should wait unHl aner listening to the call to get started responding. 


▪ Include access to addiHonal resources you have created or uploaded.

▪ Assign an assessment or form to go with this topic.

▪ Assign acHon items or homework to allow course members to put the material immediately into
pracHce.

▪ Assign a course goal to complement the material.

▪ Suggest your course members journal on a related topic.

▪ Get feedback on an aspect of the material or course.

Any of the coaching tools you have created, and any course goals specific to this course, will be available for
you to assign to any coaching call. Just select it from the drop-down menu. To create a new item, just follow
the direcHons in the following chapters on how to create coaching tools.

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HOW DO I PROVIDE A RECORDING OF MY CALLS?
For clients who miss your coaching calls, you can provide a recording for them to access. Just record your coaching call in
audio or video format while you deliver it. Then upload an audio recording of the call or link to a video recording on YouTube
in the brown box underneath your call descripHon. Read the instrucHons for linking to a YouTube video above.

READ AND RESPOND TO JOURNAL ENTRIES, GOAL PROGRESS,

HOMEWORK PROGRESS AND ASSESSMENTS
If you have assigned coaching tools to complement your group coaching calls or E-Modules,
you can view your course members’ responses in the Course management page specific to
that coaching tool. View journal entries on the Course Journal page, homework progress on
the Homework and acHon items page, goal progress on the Goals page, assessment responses
on the Assessments page, and survey responses on the Feedback page. Read more about
each coaching tool in the chapters on Course tools.

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WHAT DO MY COURSE MEMBERS SEE FROM THEIR DASHBOARD?
From their Course Pad, your course members will be able to view your session content. They’ll also be able to watch any
videos and stream any audio you have included.



If you have assigned any coaching tools, your course members can complete
these by following the link listed next to each item. For instance, by following
the link next to Journal topic, they will be taken to the Journal page of their
Course Pad, where they can read the topic descripHon, and write and submit
their journal entry.

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D. NOTICES AND DISCUSSION
WHAT ARE NOTICES AND HOW DO I POST ONE?
You might want to send out a noHce to your enHre course alerHng them to a change in the schedule of coaching calls, or
other important informaHon. This is easy to do from your dashboard.
1. Select Course management from the link under Coaching & Courses in the main dashboard menu. Click on your
course name to reveal the drop-down list and select NoHces.

2. Click the buVon Create new noHce. A pop-up will appear where you can write a subject line and your noHce text.
Your noHces will appear in the window. Your course members will be alerted to your course noHces.

WHAT IS COURSE DISCUSSION AND HOW DO I USE IT?

You and your course members' dashboards include a robust discussion system. You can conHnue the coaching dialogue online
by leading discussion topics. Your course members can also create their own topics which might focus on aspects of your
course they want to explore further with their course peers.
1. Select Course management from the link under Coaching &
Courses in the main dashboard menu. Click on your course
name to reveal the drop-down list and select Discussion.

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 2. Click the buVon Start a new topic. A pop-up will appear where you can write a your new topic name.

3. Your topic will now be listed in the window. Click on the topic Htle to open up the topic and create a discussion post,
if you want.

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E. GETTING TO KNOW AND USE COURSE TOOLS
WHAT KIND OF COURSE TOOLS ARE AVAILABLE FOR ME TO USE?
You have access to the same great range of coaching tools in your courses as you do for individual coaching. Assign a variety
of these tools to create a value-added, interacHve experience for your course members. Your course members can comment
on each other's entries and posts, allowing for a rich coaching conversaHon that will move them towards their goals that
much more quickly.
Journaling. Journaling allows you to assign thought-provoking topics for your course members to write about. Journaling has
been shown to be effecHve in a number of regards, including providing focus, improving health, and reaching goals more
quickly. You can assign topics, see how your course members respond, and leave comments.
Goal-tracking. Help your course members reach their goals faster. Chart and measure their progress toward success using the
goals tool. Your course members can give you regular progress reports towards their goals, and read your comments, keeping
them moHvated and on track.
Homework and ac\on items. Ask your course members to take acHon by assigning specific, measurable tasks and homework
assignments. Relate these to your course work. Your course members will report on their homework progress, creaHng
entries you can view and comment on.
Assessments and forms. Create your own assessments and forms to gather informaHon about where your course members
are and where they would like to be. Assessments take a reading of the current terrain-where your course members are at
right now. They also allow you to plot a clear plan of acHon in your courses to see where your course members want to be
and how you can help them get there.
Resources. You may have addiHonal informaHon you want to pass onto your course members. You can do this easily from
your dashboard. Collect and keep track of the extra resources you send out regularly in one easy locaHon. You can upload any
kind of document, and you can even create resources yourself from scratch. Then just assign them to the courses you want.
Feedback surveys. Gather immediate feedback on what is working and what needs improvement in your courses so you can
adjust accordingly, and keep your course members on the path to success. You can tailor individual surveys on all the criteria
that are important to you, and re-use these mulHple Hmes.

HOW DO I TURN OFF COURSE TOOLS?

You can select which tools to use or hide in each of your courses. Just open Course Management. Select the course you want
and choose Course seNngs from the len hand menu. Then select the Coaching Tools seNngs tab.
All available tools will be listed. Just click Edit details to change any seNngs. If you select "Off" for a tool, then your course
members won't be able to see that tool in their Course Pad (the relevant page will sHll be visible to you in Course
management).

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i. JOURNALING
WHY USE JOURNALING IN MY COURSES?
Journaling allows you to assign thought-provoking topics for your course members to write about. Journaling has been shown
to be effecHve in a number of regards, including providing focus, improving health, and reaching goals more quickly.

HOW DO I USE JOURNALING IN MY COURSES?

It's easy to pass the benefits of journaling on to your course members in a way that is easy for you to administer and respond
to. To use journaling with your course members, all you need to do is create a journal topic and assign it to your course . Your
course members will be able to post entries that are private or share them with you. You will be able to comment on any
entries, and so will other members of the course, creaHng a circle of inspiraHon and support. Your course can have as many
journal topics going at one Hme as you like.

Crea\ng Journal topics

1. You can create journal topics in one of two ways
a. If you already have a course created, you can go
directly to Course Management (under Coaching
and Courses). Here you will see a list of your AcHve
courses. Clicking on any course name will drop
down a range of tools, including Journal.

Click on Journal topics. From this page, you can
create and assign journal topics.

b. Or you can create journal topics from Coaching and

Course Tools (also located under Coaching and
Courses). Just click on Journal topics in the len hand panel.

2. No maVer which page you choose, there will be a buVon in the main box saying "Add journal topic." Click this buVon
and an area will drop down where you can create your journal topic.

Choose a Htle and write a descripHon. This is what your course members will see when responding to the journal, so
explain clearly what you would like them to accomplish with this topic. You can also choose to group your journal
topics into categories for your own private use. You can create addiHonal categories at any Hme by typing into the
field marked Category.

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3. All your journal topics created for either coaching or courses will be listed in the table so that you can easily assign
them to mulHple clients and courses. You can sort these to display in any way you like.

Edi\ng Journal topics

1. You can edit your journal topics by clicking the link View/edit journal topic then selecHng Edit. Aner making your
changes, you have two opHons. If you select Edit all instances of topic, then everywhere you have already assigned
the topic, the changes will show up (so use this with cauHon as it may be confusing if the changes are not minor). If
you choose Save a new version of the topic, your edits will create a new version of the topic.

Assigning Journal topics

1. You can assign a journal topic from the Course Management page. Just click on the course name you want to assign
the topic to from the list of your courses on the len-hand side of the page, and then select Journal topics from the
drop-down menu.

2. In the column marked Assign Date, click the link Assign or the calendar icon and select a date. This is the date your
course members will be able to see your journal topic.

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What do my course members see from their dashboard?

Your course members will be able to read your journal topic and create entries from the Course Pad in their dashboard. They
can choose which privacy seNng and whether to allow comments. If they choose "Only me" as the privacy seNng, you will be
able to see they wrote an entry but not read it.

How do I read and respond to client journals?

1. Check your Progress Stream. Click on the big green buVon on your welcome page, or on "Progress Stream" under
Coaching and Client Management in the main menu. Here you can see a snapshot of your client's progress, to easily
keep track, measure responsiveness, and comment effortlessly. You can also filter easily by client, course, tool type
or topic Htle, so that you can hone in more directly on client progress on a parHcular issue. You can also search for all
entries related to a specific keyword - a truly useful tool to stay engaged and on track in your client's journey! 



Click comment below any journal entry to leave a comment. Clients can comment back, and this way you can have a
producHve coaching exchange even between sessions (and this is a perfect way to conduct online coaching).



OR

2. You can also read your course members' journal entries from the Course Journal tab under Journal in Course
Management.

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3. To comment, just click the Comment link. Your client can comment back, and possibly other course members too,
depending on the privacy seNngs they selected. This allows for an interacHve course experience.

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ii. GOALS
WHY USE GOALS IN MY COURSES?
Goals are a great way to get your course members fired up about achieving success, and moHvated towards pursuing their
aims. In group coaching, set goals much as you would in individual coaching, to help your clients close the gap between
where they are and where they want to be. In other kinds of courses, goals can be equally helpful in aiding your course
members to know what they want, creaHng the moHvaHon to achieve their aims, and creaHng a clear, acHonable path to get
there.

HOW DO I USE GOALS IN MY COURSES?

Goal tracking is easy in your courses. If you want to set a goal for your course, all you need to do is create a goal and assign it
to the course. Your course members will be able to post reports about their progress towards their goals (either private or
shared). You will be able to comment on any entries. Your course can have as many goals going at one Hme as you like. You
can set milestones, a target date and a reward if you like.

Crea\ng Goals
1. Once you have created a course, access Course Management (under Coaching and Courses from the drop-down
menu). Here you will see a list of your courses. Clicking on any name will drop down a range of tools, including
Course goals. From this window, you can create and assign goals.

2. Click on the buVon at the top that says "Create a goal." An area will drop down where you can create your new goal
for this course.

Choose a Htle and write a descripHon. You can provide a target date if you want, or choose to make this an Ongoing
goal. You can also add a reward that you encourage your course members to enjoy when they complete their goal. If
the goal is fairly large, you might want to provide milestones along the way with opHonal target dates for these as

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 well. These should be arranged in chronological order leading up to the goal target date. You can add as many
milestones as you like—simply click Add addiHonal milestone.

Edi\ng Goals
You can edit your goals by clicking the link View/edit goal then selecHng Edit. Aner making your changes, click Save.

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Assigning Goals
Goals are specific to your individual course, so they won't show up in any of your other coaching or courses. In the column
marked Assign Date, click the link Assign or the calendar icon and select a date. This is the date your course members will be
able to see your goal.

What do course members see from their dashboard?

Your course members will be able to read your goal and create progress reports from the Course Pad in their dashboard. They
can choose which privacy seNng and whether to allow comments. If they choose "Only me" as the privacy seNng, you will be
able to see they wrote and entry but not read it. They might also allow other course members to read and respond to their
progress reports, increasing course interacHvity and involvement.

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How do I read and respond to goal progress reports?
1. Check your Progress Stream. Click on the big green buVon on your welcome page, or on "Progress Stream" under
Coaching and Client Management in the main menu. Here you can see a snapshot of your client's progress, to easily
keep track, measure responsiveness, and comment effortlessly. You can also filter easily by client, course, tool type
or topic Htle, so that you can hone in more directly on client progress on a parHcular issue. You can also search for all
entries related to a specific keyword - a truly useful tool to stay engaged and on track in your client's journey! 



Click comment below any goal progress report to leave a comment. Clients can comment back, and this way you can
have a producHve coaching exchange even between sessions (and this is a perfect way to conduct online coaching). 



OR

2. You can also read your course members' progress reports toward
their goal from the same page where you created the goal (the
Course goals page in Course management).

3. Your course members will update the

status and add details of their progress
toward their goal from their dashboard.
Click "View goal progress" to review the
details your course members have
provided about their progress, any
setbacks they have encountered, and so
on. When they have reached their goal,
they can mark it as Achieved, which will be
noted in their progress report.

4. To comment, just click the Comment

link. Clients can comment back, and
this way you can have a producHve
exchange regarding your clients' goals,
keeping them moHvated and on track.

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iii. HOMEWORK AND ACTION ITEMS
WHY USE HOMEWORK AND ACTION ITEMS IN MY COURSES?
SeNng assignments for your course members to complete is a great way to keep them engaged in your course and geNng as
much out of it as possible. Help your course members to put into pracHce the material you are sharing with them by asking
them to take acHon. Homework helps them create new strategies, behaviors and perspecHves.

Your course members will report on their homework progress, creaHng entries you can view and comment on. This creates
accountability, giving them the push they need to follow through on their commitments and take acHon towards reaching
their goals. Other course members can also comment, depending on the privacy seNngs selected by the person posHng the
report, allowing for a frui|ul and dynamic peer exchange.

HOW DO I USE HOMEWORK AND ACTION ITEMS IN MY COURSES?

It’s easy to get your course members to follow through on their acHon steps. All you need to do is create a homework
assignment and assign it to your course. Your course members will be able to post reports about their homework progress
(either private or shared). You will be able to comment on any entries. Your course can have as many homework assignments
going at one Hme as you like.

Crea\ng Homework assignments

1. You can create homework assignments in one of two ways.
a. If you have already created a course, you can go directly to Course Management (under Coaching and
Courses). Here you will see a list of your courses.
Clicking on any name will drop down a range of
tools, including Homework.

Click on Homework and acHon items. From this
window, you can create and assign homework.

b. Or you can create homework assignments from Coaching and Course Tools (under Coaching and Courses).
Just click on Homework and acHon items in the len hand panel.

2. No maVer which page you choose, there will be a buVon in the main box saying "Create homework." Click this
buVon and an area will drop down where you can create your homework assignment.

Choose a Htle and write a descripHon. This is what your course members will see when responding to the
assignment, so explain clearly what you would like them to get from compleHng the homework. You can also choose
to group your homework into categories for your own private use. You can create addiHonal categories at any Hme
by typing into the field marked Category.

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3. All your homework assignments created for either coaching or courses will be listed in the table so that you can
easily assign them to mulHple clients and courses. You can sort these to display in any way you like.

Edi\ng Homework assignments

You can edit your homework assignments by clicking the link View/edit homework then selecHng Edit. Aner making your
changes, if you select Edit all instances of assignment, then everywhere you have already assigned the topic, the changes will
show up, so use this with cauHon (as it may be confusing if the changes are not minor). If you choose Save a new version of
the assignment, your edits will create a new version of the topic.

Assigning Homework assignments

1. You can assign homework from the Coaching Management page.
Just click on the client’s name you want to assign the homework
to from the list of your clients on the len-hand side of the page,
and then select Homework and AcHon items from the drop-
down menu.

2. In the column marked Assign Date, click the link Assign or the
calendar icon and select a date. This is the date your client will
be able to see your assignment.

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What does my client see from their dashboard?

Your client will be able to read your homework assignment and create entries from the Coaching Pad in their dashboard. They
can choose which privacy seNng and whether to allow comments. If they choose "Only me" as the privacy seNng, you will be
able to see they wrote and entry but not read it.

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How do I read and respond to homework progress reports?
1. Check your Progress Stream. Click on the big green buVon on your welcome page, or on "Progress Stream" under
Coaching and Client Management in the main menu. Here you can see a snapshot of your client's progress, to easily
keep track, measure responsiveness, and comment effortlessly. You can also filter easily by client, course, tool type
or topic Htle, so that you can hone in more directly on client progress on a parHcular issue. You can also search for all
entries related to a specific keyword - a truly useful tool to stay engaged and on track in your client's journey! 



Click comment below any progress report to leave a comment. Clients can comment back, and this way you can have
a producHve coaching exchange even between sessions (and this is a perfect way to conduct online coaching). 



OR

2. You can also read your client’s progress toward their homework from the same page where you created the
homework (the Homework and AcHon items page in Coaching management).

3. Your client will update the status and add details of their progress toward their homework from their dashboard.
Click "View progress" to review the details your client has provided about their progress, any setbacks they have
encountered, and so on. When they have completed their homework, they can mark it as Achieved, which will be
noted in their progress report, and change the status of the homework.

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 4. To comment, just click the Comment link. Clients can comment back, and this way you can have a producHve
exchange regarding your clients’ acHon plans, keeping them moHvated and on track.

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iv. ASSESSMENTS AND FORMS
WHY USE ASSESSMENTS IN MY COURSES?
You can use assessments in your courses to take a reading of where your course members are at, and unearth areas for
growth and change. Similar to working with someone individually, you can administer assessments over the span your course.
At the start of the course, you can gather informaHon about where your course members are at currently. You can tailor your
course depending on this reading.
Throughout the course, you can administer forms as either a self-assessment tool, or a way for you to deepen your course
work. For instance, in a course on Stress Management, you might want to create and administer a PrioriHes and Time
management assessment which allows course members to chart where they spend the majority of their Hme, and whether it
is aligned with their values and prioriHes. You could then link this to other coaching tools, such as asking them to journal
about what they have discovered, or take acHon in some way.
Assessments and forms are valuable in running your courses because they allow your course members to assess themselves,
measure their own progress, and thus become a beVer partner towards their own success.

HOW DO I USE ASSESSMENTS IN MY COURSES?

You can easily create your own personalized assessments and forms which you can assign to courses. Your course members
will be able to post answers to your assessments, and you will be able to comment on their responses.

Crea\ng Assessments
1. You can create assessments in one of two ways.

a. If you have already created a course, you can go

directly to Course Management (under Coaching and
Courses). Here you will see a list of your courses.
Clicking on any course name will drop down a range
of tools. Click on Assessments and resources. From
the Assessments and Forms tab, you can create and
assign Assessments.

b. Or you can create assessments from Coaching
and Course Tools (under Coaching and
Courses). Just click on Assessments and
resources in the len hand panel.

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 2. No maVer which page you choose, there will be a buVon in the main box saying "Create an assessment." Click this
buVon and an area will drop down where you can create your assessment.

Choose a Htle and write a descripHon. Give any instrucHons here that your course members will need for responding
to the assessment. You can also choose to group your assessments into categories for your own private use. You can
create addiHonal categories at any Hme by typing into the field marked Category.

3. Next, create your quesHons. These can be in the form of Yes/No, short answer, paragraph or mulHple choice. If you
choose mulHple choice, create each alternaHve your client can choose from. You can create as many quesHons as
you like—just click on "Add addiHonal quesHon."

4. All your assessments created for either coaching or courses will be listed in the table so that you can easily assign
them to mulHple clients and courses. You can sort these to display in any way you like.

Edi\ng Assessments
You can edit your assessments by clicking the link View/edit assessment then selecHng Edit. Aner making your changes, if you
select Save edited assessment, the assessment will be edited with your changes (this opHon is only available if the
assessment hasn't been responded to by anyone yet). If you choose Save new version of assessment, your edits will create a
new version of the assessment.

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Assigning Assessments
1. You can assign assessments from the Course Management page. Just click on the name of the course you want to
assign the assessment to from list of your courses on the len-hand side of the page, and then select Assessments
and resources from the drop-down menu.

2. In the column marked Assign Date, click the link Assign or the calendar icon and select a date. This is the date your
course members will be able to see your assessment.

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What do my course members see from their dashboard?
Your course members will be able to respond to your assessments from the Course Pad in their dashboard.

How do I view completed Assessments and Forms?

1. Check your Progress Stream. Click on the big green buVon on your welcome page, or on "Progress Stream" under
Coaching and Client Management in the main menu. Here you can see a snapshot of your client's progress, to easily
keep track, measure responsiveness, and comment effortlessly. You can also filter easily by client, course, tool type
or topic Htle, so that you can hone in more directly on client progress on a parHcular issue. You can also search for all
entries related to a specific keyword - a truly useful tool to stay engaged and on track in your client's journey!



Click comment below any assessment to leave a comment. Clients can comment back, and this way you can have a
producHve coaching exchange even between sessions (and this is a perfect way to conduct online coaching).

2. You can also read your course members' responses to your assessments from the same page where you created the
assessment (the Assessments and resources page in Course management).

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 3. Once one of your course members has submiVed their assessment, "Pending course members' responses" will
change to "View course members' responses." Click on this link and a list of your course members will drop down.
Beside each name will display the date the course member submiVed the assessment, or will say "Not completed" if
they haven‘t submiVed it yet. Click on a course member's name and the quesHons and answers to the assessment
will drop down.

4. You can comment on each course member's responses. Just click the link Comment on client's responses at the
boVom of each assessment.

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v. RESOURCES
WHY USE RESOURCES IN MY COURSES?
You may have addiHonal informaHon you want to pass onto your course members that isn’t included in any of your E-
Modules. You can do this easily from your dashboard. Collect and keep track of the extra resources you send out regularly in
one easy locaHon. You can upload any kind of document, and you can even create resources yourself from scratch. Then just
assign them to the courses you want.

HOW DO I USE RESOURCES IN MY COURSES?

You can easily upload documents or create your own resources which you can then assign to courses.

Crea\ng and Uploading Resources

1. You can create resources in one of two ways.

a. If you have already created a course, you can go

directly to Course Management (under Coaching
and Courses). Here you will see a list of your
courses. Clicking on any name will drop down a
range of tools.

Click on Assessments and resources. From the
Resources tab, you can create and assign resources.

b. Or you can create resources from
Coaching and Course Tools (under the
Coaching and Courses drop down in your
dashboard menu). Just click on
Assessments and resources in the len hand
panel, and chose the Resources tab.

2. No maVer which page you choose, there will be a buVon

in the main box saying “Create or upload a
resource.” Click this buVon and an area will drop down where you can create your resource.

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 Choose a Htle and write a descripHon. You can also choose to group your resources into categories for your own
private use. You can create addiHonal categories at any Hme by typing into the field marked Category.

3. Next, you can either upload documents or create a resource.
a. Use the WYSIWYG editor to create a new resource in fully formaVed HTML that will be available right in
your course members’ dashboard. Just enter your text in the box as you would if you were creaHng a text
document. You can choose font styles, sizes, colors and any other features you would with a normal word
processor. You can also add links and insert images. You can even create anchors to link different secHons
within the resource. For advanced layout, use block quotes, bullets, indentaHon and tables. Hover your
mouse over an icon to find out what it does.

b. AlternaHvely, you can upload a document to make available to your course members.

4. All your resources created for either coaching or courses will be listed in the table so that you can easily assign them
to mulHple clients and courses. You can sort these to display in any way you like.

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Edi\ng resources
You can edit your resources by clicking the link View/edit resource then selecHng Edit. Aner making your changes, if you
select Save edited resource, the resource will be edited with your changes. If you choose Save new version of resource, your
edits will create a new version of the resource.

Assigning resources
1. You can assign resources from the Course Management
page. Just click on the course name you want to assign the
resource to from the list of your courses on the len-hand
side of the page, and then select Assessments and resources
from the drop-down menu. Select the Resources tab. 


2. In the column marked Assign Date, click the link Assign or

the calendar icon and select a date. This is the date your course members will be able to see your assessment.

What do course members see from their dashboard?

Your course members will be able to access your resources from the Course Pad in their dashboard.

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vi. FEEDBACK SURVEYS
WHY USE FEEDBACK SURVEYS IN MY COURSES?
Create and tailor feedback surveys for your courses so you can find out what is working and what needs improvement. You
can make surveys as broad or as specific as you require to get the feedback you need to make your courses successful. You
can tailor your surveys on all the criteria that are important to you, and re-use these mulHple Hmes.

HOW DO I USE FEEDBACK SURVEYS?

You can easily create your own personalized feedback surveys which you can assign to courses . Your client will be able to post
answers to your surveys, and you will be able to comment on their responses.

Cra\ng feedback surveys

1. You can create feedback surveys in one of two ways.

a. If you have already created a course, you can go directly to Course Management (under Coaching and
Courses). Here you will see a list of your courses. Clicking on any name will drop down a range of tools. Click
on Feedback. From this page you can create and assign feedback surveys.

b. Or you can create feedback surveys from Coaching and Course Tools (under Coaching and Courses). Just
click on Feedback in the len hand panel.

2. No maVer which page you choose, there will be a buVon in the main box saying "Create a survey." Click this buVon
and an area will drop down where you can create your feedback survey.

Choose a Htle and write a descripHon. Give any instrucHons here that your course members will need for responding
to the survey. You can also choose to group your feedback surveys into categories for your own private use. You can
create addiHonal categories at any Hme by typing into the field marked Category.

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3. Next, create your quesHons. These can be in the form of Yes/No, short answer, paragraph or mulHple choice. If you
choose mulHple choice, create each alternaHve your course members can choose from. You can create as many
quesHons as you like-just click on "Add addiHonal quesHon."

4. All your feedback surveys created for either coaching or courses will be listed in the table so that you can easily
assign them to mulHple clients and courses. You can sort these to display in any way you like.

Edi\ng feedback surveys

1. You can edit your feedback surveys by clicking the link View/edit survey then selecHng Edit. Aner making your
changes, if you select
Save edited survey, the
survey will be edited
with your changes (this
opHon is only available if
the survey hasn't been
responded to by anyone
yet). If you choose Save
new version of survey,
your edits will create a
new version of the
survey.

Assigning feedback surveys

1. You can assign feedback surveys from the Course Management page. Just click on the course member's name you
want to assign the survey to from list of your course members on the len-hand side of the page, and then select
Feedback from the drop-down menu.

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2. In the column marked Assign Date, click the link Assign or the calendar icon and select a date. This is the date your
course members will be able to see your survey.

What do course members see from their dashboard?

1. Your course members will be able to respond to your feedback surveys from the Course Pad in their dashboard.

How do I view completed feedback surveys?

1. Check your Progress Stream. Click on the big green buVon on your welcome page, or on "Progress Stream" under
Coaching and Client Management in the main menu. Here you can see a snapshot of your client's progress, to easily
keep track, measure responsiveness, and comment effortlessly. You can also filter easily by client, course, tool type
or topic Htle, so that you can hone in more directly on client progress on a parHcular issue. You can also search for all
entries related to a specific keyword - a truly useful tool to stay engaged and on track in your client's journey! 



Click comment below any survey to leave a comment. Clients can comment back, and this way you can have a

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 producHve coaching exchange even between sessions (and this is a perfect way to conduct online coaching). 



OR

2. You can also read your course members' responses to your feedback surveys from the same page where you created
the survey (the Feedback page in Course management).

3. Once one of your course members has submiVed their survey, "Pending course members' responses" will change to
"View course members' responses." Click on this link and a list of your course members will drop down. Beside each
name will display the date the course member submiVed the survey, or will say "Not completed" if they haven‘t
submiVed it yet. Click on a course member's name and the quesHons and answers to the survey will drop down.

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 4. You can comment on each course member's responses. To comment, just click the link Comment on client's
responses at the boVom of the survey.

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Step 8 : MARKET YOURSELF BY POSTING AN
ARTICLE OR A TIP
HOW CAN I MARKET MYSELF TO REACH NEW CLIENTS?
What’s the best way to be perceived as an expert in your niche? Write about what you know! The more you can showcase
your coaching experHse, the beVer you are posiHoned to gain new clients. Write arHcles and quick Hps to demonstrate your
experHse within your niche areas and gain a following. All expert contribuHons are linked to your profile and opHmized for
search engine visibility.

You’ll also earn a higher a Life Coach Hub raHng by wriHng arHcles and Hps, boosHng your visibility and aVracHng more
clients.
SUBMIT AN ARTICLE OR A TIP

WRITING POPULAR ARTICLES

How do I write popular and relevant ar\cles to help show off my coaching exper\se?
ArHcles on Life Coach Hub are all about giving clients and prospecHve clients a feel for what coaching is by providing them
with coaching Hps and coaching acHon items to work on. There are a number of coaching categories you can write about,
depending on your niche areas of specialty, in both business and personal coaching. 

Here are some Hps to making your arHcles highly readable and shareable. The more visits you get and links you receive to
your arHcles, the more visible and credible you will appear as a coach. This will allow you to aVract a following and build your
client base for your various products and services.
• ArHcles have the general spirit of being "coaching Hps from an expert coach."
• Choose a great, snappy Htle that makes people want to read more.
• It’s a good idea to use headings and bullet points in your arHcles. This makes them more readable and interesHng.
• Choose topics people really want to read about, share, and link to, and make the arHcles lively and catchy.
• It’s great to show coaching "in acHon" by incorporaHng coaching quesHons within your wriHng, and asking your
readers to take acHon. Think of wriHng as though you were speaking directly to your clients—what would you say to
them?
• End your arHcles by asking your readers a powerful quesHon, or asking them to commit to an acHon step. This allows
prospecHve clients to see how coaching can help create moHvaHon and accountability in their lives. Encourage them
to report on their experiences in the comments secHon, and then comment back, creaHng a coaching dialogue that
can easily turn into a purchase of coaching with you or commitment to try out a free iniHal consultaHon.

Gaining a following
Your arHcles will be listed in your ArHcle Summary page, linked to your profile. This is your own personal blog space. Think
about craning series of arHcles that generate a following for people interested in your parHcular niche areas.
• Each coaching category you write about (for instance stress management or work/life balance) is like a blog category
within your blog. Feel free to write on a very specific topic that can be categorized according to these coaching
niches. So for instance in NLP, EFT and hypnotherapy, topics could be arHcles such as "How building rapport can help
you land that next job" or "Seven steps to mirroring." The more concrete and specific you can be in the coaching
advice you give, and the topic you choose, the more your readers will respond.
• A series within a coaching niche category can also be a great way of gaining a following. For instance, you might
write a series on stress management techniques, or Hps for busy working mothers, and so on.

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 • ArHcles such as "10 easy ways to help you [fill in the blank]" and "Top 10 [blank]" are always well liked. Using a hook
such as a popular celebrity or trending event which then moves into a related coaching Hp can be very shareable and
linkable. PredicHons and trends are fun (e.g. What’s hot and what’s not for [fill in the blank] for 2013).
• To build a following, it’s a great idea to link to any other arHcles you have wriVen for this site within your arHcle.

WRITING GREAT TIPS

What are Quick Tips?
SomeHmes your readers don’t have Hme to read a full arHcle, but want a quick coaching Hp for inspiraHon. Quick Hps are
short, insigh|ul coaching Hps that help readers out with a quick issue. As with arHcles, choose a great Htle that makes people
want to read your Hp.

SUBMITTING ARTICLES
To submit an arHcle, choose ArHcles from the drop-down menu under Expert contribuHons.

1. Select the Submit an ArHcle tab.

o Enter your arHcle Htle. Aim for something catchy but also descripHve.
o Enter a short summary. This will appear on the lisHngs page, so make it punchy so people want to click
through to read your arHcle.
o Enter your arHcle text. You can cut and paste from another document if you wish. It’s a good idea to include
headings to break up your content. If you do this, highlight the heading and select H1 so that it’s idenHfied
correctly. Feel free to use bullets and numbering throughout, to make your arHcle easy to read. The content
of your arHcle should be original content not appearing on other sites online.
o Select the category for your arHcle. This is the broad niche coaching area your arHcle belongs to.
o Write a few tags. These are short keywords that capture main ideas, people, places or things in your arHcle.
For instance, if you write an arHcle giving Hps for women balancing their careers and home life for the
category work/life balance, your tags might be: women, career, children, working mothers.
2. You can either save your arHcle as a Dran and come back to it to work on later, your you can select Submit.

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 3. View your submission or your dran from the View ArHcles tab.

o Your arHcles will be listed by Htle. Click the arHcle Htle to edit a dran or view your submission.
o In the column marked Views/status, you’ll be able to see if your arHcle is in dran form, or if it has been
submiVed. Once it has been moderated and published, you’ll see the number of views for each arHcle
appearing in this column. If for some reason your arHcle is marked as Declined, read over the ArHcle
submission secHon in the Terms of Use. Feel free to edit and resubmit your arHcle.
o Aner your arHcle is published, in the column marked AcHon you’ll see a link called Share. Click Share to
share your ArHcle on social networking sites, another great way to gain exposure and referrals

SUBMITTING QUICK TIPS

To submit a Hp, choose Quick Tips from the drop-down menu under Expert contribuHons.

1. Select the Submit a Quick Tip tab.

o Enter your Hp Htle. Aim for something catchy but also descripHve.
o Enter a short summary. This will appear on the lisHngs page, so make it punchy so people want to click
through to read your Hp.
o Enter your Hp text. You can cut and paste from another document if you wish. Feel free to use bullets and
paragraphs, to make your Hp easy to read. The content of your Hp should be original content not appearing
on other sites online.
o Select the category for your Hp. This is the broad niche coaching area your Hp belongs to.
o Write a few tags. These are short keywords that capture main ideas, people, places or things in your Hp.
2. You can either save your Hp as a Dran and come back to it to work on later, your you can select Submit.

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 3. View your submission or your .dran from the View Quick Tips tab.

o Your Hps will be listed by Htle. Click the Hp Htle to edit a dran or view your submission.
o In the column marked Views/status, you’ll be able to see if your Hp is in dran form, or if it has been
submiVed. Once it has been moderated and published, you’ll see the number of views for each Hp
appearing in this column. If for some reason your Hp is marked as Declined, read over the Tip submission
secHon in the Terms of Use. Feel free to edit and resubmit your arHcle.
o Aner your Hp is published, in the column marked AcHon you’ll see a link called Share. Click Share to share
your Tip on social networking sites, another great way to gain exposure and referrals

INCREASE YOUR VISIBILITY IN THE DIRECTORY

The more arHcles and Hps you contribute, the higher you will feature in our directory, so that's yet another way creaHng
content will help you aVract more clients!
Please remember that this content needs to be 100% original, not published elsewhere, even on your blog. (Why? Search
engines impose penalHes for duplicate content — arHcles appearing one more than one website. But feel free to rewrite your
other pieces, using the same ideas. It's just the expression that needs to be unique.) Our website is designed to provide fresh,
unique content to readers, while demonstraHng your talents to wide array of potenHal new clients.

SHARE YOUR CONTENT TO PROMOTE YOURSELF

Make sure to Share your new content on Facebook, TwiVer, and your other social media and social bookmarking sites. You
can click the Share icon on the arHcle or Hp page itself, or the Share link in your Expert ContribuHons Dashboard.
If you haven't already done so, linking your Google Plus profile to your Life Coach Hub profile will let your arHcles really stand
out in search results when potenHal clients are looking for the soluHons you offer! Just follow the instrucHons on the
DescripHon tab of your Profile page. Drop us a line if you have any quesHons!
Don't forget to add a link on your website to your profile page and your arHcles and Hps.

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