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 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

How to Sign Up for a Client Portal

How to create your client portal account

Overview ✅

For clients to get started using CoachVantage with their Coach, they should first have an Active Client Portal.

 

A Coach must email a portal invite so the Client can set up their portal. 📧

Refer to this article on Inviting Contacts To Create A Client Portal Account if you are a Coach and want to send a Client portal invite.

Activation Steps 👣

  1. As a Client, you activate your client portal through a link in the email that your Coach has sent you, as shown below:

2. Once you click on the Create Account button in the email, you will be redirected to the Create Client Account page, as shown below:

3. Your Name and Email Address is pre-filled in the form. ✍️

4. IMPORTANT: You'll need to select Your Time Zone using the dropdown menu. It's very important that you select the correct time zone, as all meeting invites and appointment details will be reflected in your account and in email notifications that you receive in the selected time zone.

5. Next, enter a very strong Password, ensuring that you fulfill the requirements as shown in the image above.

6. After entering a very strong password, you will be able to click the Create Account button, and you will then be logged into your client portal account.

Please be sure to remember your password as you will need it when logging into your client portal in the future. 

Once you've logged into your Client Portal, you will be able to see any coaching program(s) that your Coach has invited you to sign up for or access any coaching program(s) that you have been enrolled in.

You can also use the portal to access any Resources such as Files, Notes, Goals, Assignments, Answer forms, Pay invoices, Sign Contracts, etc. You will also be able to book Sessions (appointments) with your Coach, if your Coach has given these permissions to you.

Reference Articles

 

Powered by Product Fruits