How to Access My Coaching Programs in the Client Portal

Learn how to access a coaching program that you are enrolled in

When you have enrolled in a Coaching Program, you'll be able to have access to any files, resources, notes, goals, assignments, forms, etc that your Coach has shared with you as part of the program.

To access a Coaching Program:

  1. Click on 'Coaching Programs' on the left menu.
  2. On the 'In progress' tab, click on the program card (see image below).

    Note: If you are enrolled in more than one coaching program, you will see more than one program card. Click on the           desired program card.

   3. You will be taken to the program management page

On the program management page you can see :

1. Your Coach's name.

2. The 'Start Date' and 'End Date' of the program.

   Note: If your Coach has not set a start date or end date for the program, you will 'TBD', which stands for 'To Be                  Determined'.

3. The progress of the program in terms of the number of sessions (or hours) completed.

4. Your Notes, Forms, Goals, Assignments, Resources, Sessions and Activity Log for the program. See the section below for more information about each of these items.

The program management page enables 2-way collaboration between Coach and Client. It is dynamically updated whenever content is shared between Coach and Client.

Anything that is created or shared on the program management page will be instantaneously available in your coach's portal and vice versa.

The table below describes who has rights to create an item and who can take action for a particular item:

ItemCan be created byRemarks
NotesCoach and clientCoach and client can take their own private notes. Coach and client can share notes with each other.
FormsCoach only

Only Coach can send forms to client.

Only Client can respond to forms.

Goals and MilestonesCoach and clientCoach and client can create goals & milestones. Coach and client can mark goals & milestones as 'Not Started', 'In Progress', or 'Completed'.
AssignmentsCoach only

Only Coach can send assignments to client.

Coach and client can mark assignments as 'Not Started', 'In Progress', or 'Completed'.

ResourcesCoach and clientCoach and client can add files/documents. Once added, the files/documents are immediately shared with the other party.
SessionsCoach and client (provided that Coach has granted rights to Client to self-book sessions)

Coach can send appointment notifications to client.

Client can self-book sessions with Coach if Coach has granted these rights to the client.


You or your Coach can take notes. Notes can be 'Private Notes' (these notes are not shared with your Coach), or 'Shared Notes' (you have the option to share your notes with your Coach).

To create a new note:

  1. Click the 'New Note' button.
  2. Type in your notes using the text editor.
  3. Click 'Save'.
  4. Click the 3-dot button if you wish to delete the note or share the note with your Coach.

The 'Comments' field can be used as further communication with your Coach, or if you wish to add your own comments / thoughts to the note.


If your Coach has sent you a form to complete, it will appear in the 'Forms' ribbon.

For more details on how to respond to Forms, refer to the article 'How to Respond to Forms'.


To create a goal:

  1. Click on the 'Goals' ribbon in the sub-menu to open the Goals page.
  2. Click the 'Create New Goal' button to set up a new goal for yourself.
  3. Enter Name, Description (optional) and Due Date (optional) of the goal.
  4. Click 'Save'.

Once a Goal is created, it will be automatically displayed in both yours and your Coach’s program management page, on the Active Goals tab.

An email notification will be sent automatically to your Coach whenever you create/edit/make changes to a goal.

Create Milestones

You can optionally add 'Milestones' to goals. This allows you to break down a high level goal into smaller steps (or milestones) that you need to complete before the high level goal itself is marked as 'completed'.

To create goal milestones:

click '+Milestone'. A pop-up window will open to add the Name and Due Date (optional) for the Milestone.

Select the 'pencil' icon to edit a milestone or click the 'trashcan' icon to delete it.

To mark a Milestone as completed, simply check the checkbox on the left-side of the Milestone.

As milestones get checked off as Completed, the milestone completion bar progresses automatically and displays the percentage completion of all milestones.

If you wish to mark a milestone as 'Not Completed', you can simply uncheck the checkbox by clicking on it again. This will move the milestone progress bar back to reflect the new percentage completion of all milestones.

To learn more about Goals on the program management page, refer to this article : How to Manage Coaching Goals


To manage an assignment:

1. Assignment Status:

When you receive an assignment from your Coach, its default status will be 'Not Started'. You or your Coach can easily change the status of an assignment to 'In Progress' or 'Completed', as you progress through the assignment.

To change the status of an assignment:



2. Add Files

You can easily add files such as documents, worksheets, images, video links, etc to an assignment.

Documents can be added by selecting them from your Resource Library or from your local drive or other sources like Google Drive, Dropbox, Evernote, etc.

To add a File to an Assignment:

  1. Click on the '+ Add File' button.
  2. Type in a message (optional). A message could be a short description of what the file is about. The message will be displayed next to the file name.
  3. Select Files from either your Resource Library or your local drive.
  4. Click "Save".

The file will be uploaded and saved to the assignment.

To know more about what you can do with assignments on the program management page refer to this article : How to Manage Coaching Assignments


On the 'Resources' ribbon, you will be able to see the files that you and your coach have uploaded.

To add a file :

  1. Click 'Add New File' button.
  2. You can also upload existing files from resource library into this program.
  3. Any files uploaded by you or your Coach throughout the coaching journey is shown here.
  4. 'Coaching Program Files' is a section that lists any files that your Coach had made accessible when you first signed up to the program.

Note: There may or may not be any files shown here, depending on how your Coach had set up the coaching program.


On the 'Sessions' ribbon, you will be able to see the Upcoming Sessions and Past Sessions for this program.

You can also click on the 'Book an Appointment' button to book a coaching session with your Coach (provided that your Coach has given you the permissions to do so).

To book an appointment with your Coach:

1. Click 'Book An Appointment' button.

2. You will be taken to the 'Appointments' page.

Refer to the article 'How to Book Sessions (Appointments) with your Coach' at the bottom of this page, for more details.

Activity log

The Activity Log displays a history of all actions/transactions that were performed by Coach and Coachee throughout the course of the program engagement.

It also displays the date and time that each action was taken.

Note: the green text in the Activity Log are clickable links and take you directly to that page where the action was performed.


To learn how to use each feature in more detail, refer these articles:

How to Book Sessions (Appointments) with your Coach

How to Manage Coaching Assignments

How to Manage Coaching Goals

How to Respond to Forms 
How to use the Resource Library in the Client Portal