How to Set Up an Agreement With a Client in Balance4Coaches?
Before you can set up an agreement with a client you need to send a coaching process to a client
- How to Add a Client to Balance4Coaches?
- How to Activate Your Client’s Dashboard in Balance4Coaches?
- How to Design a Coaching Process in Balance4Coaches?
When you have sent a coaching process to your client an automatic agreement is included on your client’s profile
Your coaching dashboard
Go to ‘Clients’ by clicking this icon
A window with a list of all your clients will open. Click on the name of the client with whom you want to set up an agreement
Your client’s profile will open
Click on ‘Client info’
Click on ‘Agreements’
Click on the name of the agreement in the table. In this case it is ‘Life/Personal Coaching’
This window will open
You can paste and edit your coaching agreement in this window. When you are done, click ‘Save’
If you don’t have an agreement, go to ‘Resources’ in Balance4Coaches and search for ‘Generic Coaching Agreement‘. You can edit, copy and paste the agreement into Balance4Coaches
Your client will be notified via email to confirm the agreement
On your client’s dashboard your client will be able to confirm the agreement by clicking the ‘Confirm’ button