The Coaching Client Dashboard helps you manage your coaching clients efficiently. From the Client Admin Dashboard, you can view your Coaching clients and relevant information such as:
Upcoming Coaching sessions
Completed Coaching sessions
Client status
The Client button on the Coaching dashboard brings you to an Admin Dashboard with additional functions beyond the standard contacts view.
Access the Coaching Client Admin Dashboard
Open Products from your Dashboard
Select Coaching
Click Clients
From the Coaching Client Admin Dashboard you can perform a variety of functions, as well as view the status of your coaching clients.
View a client profile
From the Dashboard, select the Client you wish to view
Select Visit Profile
Schedule a session
Select the Client you wish to schedule a Coaching session with
Click into the Coaching Product
Press the Schedule session button
Fill out the session details, then press Save to finish scheduling the Coaching session
Note: Kajabi Scheduler only allows booking up to 2 weeks in advance.
View client status
The Coaching Client Admin Dashboard makes it easy to view your clients' status.
A Coaching client's status can be Active or Past.
Active is defined as a Coaching client who has upcoming booked Coaching sessions, or sessions that still need to be scheduled:
Past is defined as a Coaching client who has completed all of their Coaching Sessions:
The All view shows all of your Coaching clients, both Active and Past:
