Knowledge Base
Knowledge Base
Signing Up & Subscription
How to Sign Up for CoachVantageHow to Upgrade Your Subscription or Change to Annual BillingHow to Cancel Your SubscriptionHow to Confirm Your Subscription to a Paid Plan
Getting Started
How to Login to Your AccountYour DashboardYour Profile SettingsYour Branding on CoachVantageAppointment and Calendar SettingsManage your Availability Type SettingsConnecting Your External CalendarConnecting to ZoomConnecting to Payment GatewaysInvoice & Payment Settings
CV Meet - Native Video & Audio Communication Tool
CV Meet (Native Video) - Feature OverviewCV Meet - Plan allowances and add-ons for call time and data storageCV Meet - How to record meetings, download and share recordingsCV Meet - How to share call recordings with clients automatically for all calls related to programs
Contacts
Contacts Page OverviewAdding ContactsExporting ContactsArchiving ContactsTagging ContactsInviting Contacts To Create A Client Portal Account
Individual Contact Record Page
Contracts on Individual Contact Record PageInvoices on Individual Contact Record PageForms on Individual Contact Record PagePrograms on Individual Contact Record PageNotes on Individual Contact Record PageFiles on Individual Contact Record PageIndividual Contact Record PageSessions on Individual Contact Record PageProfile on Individual Contact Record Page
Calendar
Calendar Page OverviewHow to Create a New Appointment with Your Clients
Scheduling (Events)
Scheduling Feature OverviewHow to Create an EventWhat do the ‘Cancel’ and ‘Reschedule’ booking pages look like?How to Embed an Event Booking Page on your WebsiteWhat does my Event Booking Page look like?'View Event Bookings' Page Overview
1:1 Coaching Programs
1:1 Coaching Programs - Feature OverviewHow to Create a Coaching Program (Standard Program)How to Set Up Payment Options for your Coaching ProgramsWhat does my Coaching Program Sign-up Page Look Like?Program Enrollments Page OverviewHow to Embed your Coaching Program Sign-up Page to your WebsiteHow to Create Automations for Your Coaching Programs
Managing Coaching Programs with your Clients
Group Coaching
Group Coaching - Feature OverviewHow to Create a Group Coaching ProgramHow to Enroll Clients to your Group Coaching ProgramGroup Coaching - How to manage group members and create cohorts
Notes
How to use the Notepad Widget for Taking Session NotesHow to Take Session Notes and Share with Clients How to Easily Embed Videos in the Note Editor
Forms
Forms Page OverviewHow to Create a FormHow to Send a FormHow to View Form ResponsesWhat is an Active Form
Contracts
Contracts Feature OverviewHow to Send ContractsHow Clients E-sign ContractsHow Clients can E-sign Contracts When Enrolling to Your Coaching Program
Resource Library
Resource Library - Files & TemplatesHow to Share Files with Clients
Invoices
Invoice Feature OverviewHow to Create One-off Invoices and Recurring InvoicesArchiving InvoicesCreating Invoices without Stripe or PayPal Integration
Coaching Log
Coaching Logs OverviewHow to Enable Automatic Logging of Coaching Time in Your Coaching LogHow to Include, Remove or Edit Coaching Time in Your Coaching Log
Client Portal (Getting Started for Coachees)
Signing up for a Client PortalClient Portal DashboardHow to Sign Up to a Coaching Program in the Client PortalHow to Book Sessions (Appointments) with your CoachHow to Pay Invoices in the Client PortalHow to Manage Coaching AssignmentsHow to Manage Coaching GoalsHow to Respond to FormsHow to use the Resource Library in the Client PortalHow to Take Notes in the Client PortalHow to Access Coaching Program ResourcesHow to View your Coach's Profile in the Client PortalHow to Access My Coaching Programs in the Client PortalHow to E-sign a Contract in the Client Portal

Client Portal Dashboard

Get a quick overview of your coaching programs, upcoming appointments and your to-do's

The Dashboard on the Client Portal provides a quick overview of the current state of your coaching journey with your Coach.

It is incredibly visual-friendly and lets you see, at one glance, the pertinent information that you need, such as which Coaching Programs you are enrolled in, your upcoming appointments with your Coach, and any to-do's that your Coach has assigned to you.

To view your Dashboard, click on 'Dashboard' on the left menu:

On your Dashboard, you'll be able to view:

  1. Upcoming Appointments
  2. Coaching Programs that you are enrolled in or have been invited to sign up to
  3. To-do's for assignments, goals and forms

 

1. Upcoming Appointments

Your upcoming appointments are displayed in chronological order from the earliest appointment date / time, to the latest.

You will be able to view:

  1. The number of upcoming appointments
  2. Your coach's name
  3. Name of Program / Appointment
  4. Start Time
  5. End Time
  6. Location

On the top right hand side, you will also be able to book an appointment with your Coach by clicking the 'Book Appointment' button. (Refer to the article 'How to Book Sessions (Appointments) with Your Coach' for more info).

Managing Upcoming Appointments

You can click on the eye icon of the appointment card to view the details of the appointment.

You'll be able to:

1. Cancel Appointment

2. Reschedule Appointment

 

Note: Your ability to cancel or reschedule appointments depends on whether your Coach has given you the permissions to do so. If you don't have the relevant permissions to cancel or reschedule, then the respective buttons will be disabled accordingly.

3. Coaching Programs

The Coaching Programs table lists the details of the coaching programs that you are enrolled in with your Coach, or have been invited to sign up / enrol in.

On the Coaching Programs card, you will be able to view:

  1. Coach's Name
  2. Program Name - you can click on the program name to be redirected to the program itself.
  3. Start Date
  4. End Date

3. To-do's for Goals/Assignments/Forms

These cards list all the Goals, Assignments and Forms that your Coach has assigned you to complete. You will also see the 'Due date', thus helping you to stay accountable and on track to complete your to do's in a timely manner.

By clicking on the goal, assignment or form name in the respective cards, it will redirect you to the relevant page where you can update your Goals, Assignments or fill in a Form.

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