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 & audio communication toolCV 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

Contacts Page Overview

Learn how to navigate the Contacts page

Contacts

In CoachVantage, a 'contact' does not necessarily need to be a 'client'. This is because CoachVantage functions as a simplified CRM tool, allowing you to add contacts and to categorize or label them as 'leads', 'prospects', 'current clients', 'past clients', etc.

You can add as many contacts as you wish to your account!

You may access your contacts by clicking on the Contacts tab on the left menu. This will bring you to the Contacts page where you will be able to view and manage your contacts. If you have yet to add contacts, click here to learn how.

Contacts Page Overview

1. Search Bar

You can search for a specific contact by typing in their name, email address, tag or mobile number.

TIP: You may type in tag names to search for a group of contacts easily.

2. Display List

Easily look up different contact types with the drop down display list.

3. Access Social Media Pages

By clicking on a contact's social media or website icon, you will be redirected to their social media page or website, respectively.

4. Add Tags

You may add a Tag label to a selection of contacts at one go by clicking on the checkbox and then selecting the 'tag' icon. Click here for more details.

5. Export/Import Contacts

You can Export or Import your entire contact list at the click of a button.

Click here to learn how to import contacts.

6. Access Individual Contact Page

Click on a specific contact's name to view their contact page which allows you to view more details such as their profile, coaching programs, files, invoices, contracts, etc.

Click here to learn more about what you can do on an individual contact's page.

Client Portal Status

Only with an Active client portal can you and your contacts fully optimize the potential of CoachVantage to manage your coaching engagements. Here's how to check your contacts' portal status:

Active - Your client's portal is currently active. This means that they are able to log in and access the coaching programs and anything you have shared or sent to them.

Pending Acceptance - The portal invite has been sent but your client has yet to create their portal account. If needed, click on the email icon to resend the portal invite.

Send Portal Invite - Click this button to send a client portal invitation to your client. Simply click on "Send Portal Invite" for your clients to receive the portal invite via email.

The image below displays the email that clients would receive:

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