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 an Individual Contact Record PageNotes on Individual Contact Record PageFiles on Individual Contact Record PageIndividual Contact Record PageSessions on An 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)
How to Sign Up for a Client PortalClient Portal DashboardHow to Sign Up to a Coaching Program in the Client PortalHow to Access My Coaching Programs in the Client PortalHow to Book Sessions (Appointments) with your CoachHow to E-sign A Contract in the Client PortalHow to Pay Invoices in the Client PortalHow to Manage Coaching Assignments in the Client PortalHow to Manage Coaching Goals in the Client PortalHow to Respond to Forms in the Client PortalHow to Use the Resource Library in the Client PortalHow to Take Notes in the Client PortalHow to Access Coaching Program Resources in the Client PortalHow to View your Coach's Profile in the Client Portal

How to Respond to Forms in the Client Portal

Learn how to respond to forms (or questionnaires) that you Coach has sent you

Overview

Your Coach can send Forms to you to respond to. Forms can be associated with a Coaching Program or can be Ad Hoc Forms (i.e. generic forms that aren't associated with a coaching program).

You can respond to forms from within your Client Portal only. 🖊️

When your Coach has sent a form to you, you will receive an email notification. 

To Respond to A Form:

  1. Sign in to your Client Portal. You will see a Forms section in the bottom right-hand corner. Click Forms. 📄

This will open the form. After filling up the form, click Save.

You will see a Success pop-up, indicating that the form has been successfully submitted to your Coach. 

An email notification will be sent automatically to your Coach whenever a form has been submitted:

Once a form has been submitted, it will be moved automatically to the Completed tab. ✅

 

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