Feature

Benefits

Website

Private client portal
Predefined content
Templates
Forms, Documents, Resources

• Use this as as your primary website or connect it to your existing website as a "client's only" area.
• The website is populated with predefined content and standard forms that can also be customized.
  
• Pick a template and customize it with your logo, colors and images to establish your professional brand.
• Clients can access your forms, documents and resources in a private client website.

Communication...

Autoresponders
Newsletters
Email
Communication log
Notifications

• Create and schedule a series of automated messages for marketing and delivery of client content.
  
• Deliver newsletters to your prospects, clients or groups instantly or scheduled in advance
  
• Send an email broadcast to an individual contact or specified group(s).
  
• All communications (email, newsletters, notifications, autoresponders, etc) are archived and can be organized by date, subject and client.
  
• Email notifications allow you to immediately receive and review forms updated by the client.
  
• All communication is branded with your logo, colors and business name.
  
• All communication can be segmented by: active/inactive clients, groups, hot leads and prospects

Scheduling

• Clients and Prospects can schedule/reschedule their own appointments within times that you indicate as "Available."
  
• Schedule: - single appointments; - reoccurring appointment series.; - group coaching appointments
  Automated appointment reminders are timezone specific.
• Coaching hours are automatically tracked for billing and certification.
  
• One way synchronization with your main calendar (Outlook, ICal, Google, etc*) and your phone (IPhone, Android, Nokia)

Client support

Forms
Agreement
Appointments
Notes
Client log

• Client data organized in one place
  
• No more binders, folders, scrap pieces of paper or lost Word documents. Easily access your client forms, appointments, invoices, notes and documents.
  
• Assign standard forms, customized forms and documents to specific clients and groups.
• Use the standard client agreement or customize your own agreement(s).
  
• Schedule client and group appointments
  
• Take notes, send email follow-up and post call recordings for each client appointment.
  
• Client can post messages and share files with the coach in one central place.

Billing

Create invoices
Payments & receipts
E-commerce interface
Reports
Quickbooks export

• Generate and send invoices based on client agreements.
  
• Add miscellaneous items based on specific client needs.
  
• Process payments (credit card, paypal, cash, check, barter or waive) and send email receipts.
• Accept PayPal or Credit Card* payments from clients
  
• Track open invoices and projected income.
  
• Import invoice and payment history into QuickBooks
  
• Accept payments in the international currencies supported by PayPal.

Forms and documents

standard forms
customizing forms
assigning forms and documents to specifc users
updates & notifications

• Predefined Welcome Packet includes: Goals, Discovery, Call Strategy and Evaluation Forms; Client Agreement; Wheel of life and Credit Card authorization form.
  
• Unlimited forms and questions;
  
• Assign forms and documents to specific clients and/or groups.
• Receive email notifications when clients complete or update forms.
  
• The "Call Strategy Form" lets clients prepare for your session in advance, so each call starts with momentum.

Reporting

Clients Report
Groups Report
Certification Report
Invoice Report
Income by Accounts
Projected Income

• Filter client data and create customized reports
  
• View contacts categorized by groups
  
• Track paid and pro-bono hours in an ICF formatted report.
  
• Review invoices created, open invoices and balances due.
  
• View revenue organized into categories based on products and services sold.
  
• Analyze future revenue based on clients agreement.
  
• Other reports available:
  
  • Clients Birthday
    
  • Newsletter List
    
  • Evaluation Notes
    
• All reports can be printed or exported as Excel spreadsheets.

Training and support

• Unlimited support via email and tickets
  
• Weekly live Q&A calls
  
• Learn at your own pace with on demand training videos, FAQ section and knowledge base.
  
• Additional training and support available:
  
  • Team of Certified VA’s (Virtual Assistants) to get your account set up faster.
    
  • Inner Circle Group Coaching - integrating business strategies using The Coaches Console
    
  • VIP Business Building Program - get your business and Coaches Console account set up in 1 day.

Security

• Your information and that of each client is protected with two levels of security:
  - username and password protection
  - 256 bit encryption technology
• Our systems are backed up daily for maximum protection against lost data.

Export/import/compatibility

Outlook,Google,Ical calendar
Quickbooks invoices
Apple friendly

• Easily export information to QuickBooks.
  
• Import information from a client database.
  
• Sync calendar information with Outlook and your phone
  
• Download reports to Excel.
  
• Compatible with PC and Mac users.