Support Center
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Getting Started Tutorials
Watch these 10-12 minute training tutorials to get you started quickly and easily.
Setting Up Your Website
Setting Up A New Client
Managing The Coaching Session Process
Creating The Invoice
Invoice Summary - Manual Payments
Setting Up And Connecting A Merchant Account
Reports
From The Client's Perspective
Support
This section will become available once you login
Customer Service
System Usage Inquiries:
Angee Robertson, Operations Manager
includes general question on how to utilize any component of the system, login issues, implementation & integration questions, general set-up
Recommended Virtual Assistants:
Click here to see a list of VAs we recommend who are certified in The Coaches Console system.
Merchant Account Inquiries:
Practice Pay Solutions Customer Service Rep.
customerservice@practicepaysolutions.com
800-326-9897
Member Billing Inquiries:
Ruth Brown, Book Keeper
ruth@coachesconsole.com
includes credit card declines, recurring billing, annual renewals, credit card change
Marketing & Strategic Alliance Inquiries:
Kate Steinbacher, Vice-President
kate@coachesconsole.com
includes inquires for presenting, bulk purchases, strategic alliances
User's manual
Clients Administration Help
Add new contact
Import/Export contacts
Manage Groups
Search Contact
Filter contacts
Clients actions
Personal Information
Client log
Appointments
Goals
Discovery
Agreement
Invoices
Forms
Administration Help
Website
Communicate
Billing
Reports
Calendar Help
Scheduling Examples
Export Appointments
Import Appointments
Syncronize Calendar