The Coaches Console Powered by Interface Advantage Systems

Browse Help

(read FAQs. manual and view training videos on specific modules)

Support Center - Video training

Getting Started Videos

Hide Getting Started Videos

Videos

Preview website

All Videos

Client Scheduling or Rescheduling of an Appointment
In this video you will discover how a client accesses your secure online calendar to review their upcoming appointments, schedule or reschedule a session with you based on a block of available time. Implementing the new website templates provides a streamlined approach making it even easier for clients to book appointments using your online Coaches Console calendar.

Create A Menu On Your External Website To Redirect To Private Console Client Website
This short video tutorial will walk you through the option of creating a menu on an existing website that will then redirect your clients to a new browser tab displaying your Coaches Console Private Client Website where they can securely login.

From The Client's Perspective
From The Clients Perspective. In this video tutorial, you will gain awareness of what your clients see and experience when they access your Private Client Website. Discover what happens when your clients fill out forms, access the calendar, update their information and make payments online.

How Prospects Schedule A Sample Session
In this video you will learn how a prospect books an appointment with you on your Coaches Console website. You will be taken through the 3 steps each process will take to access your calendar, locate a block of available time and book the appointment.

How to Integrate Private Website into External/Existing Website (for the New Templates ONLY)
This short video walks you through the steps to integrate your Private Client Website features found in your Coaches Console website, directly into a new menu and page on your external, existing website. Keep in mind that this feature works ONLY with the new Coaches Console templates. If your private website still has an older WordPress template, this option won't appear in ADMIN TAB > WEBSITE > WEBSITE URL.

Integrate your Console private client website with your existing website (your client never leaves your page)
In this video we will walk you through step-by-step how to add a menu to your existing website so that your Private Client website you have through Coaches Console displays directly inside the page of your existing website. Your clients never leave your existing website in this integration option.

Prospect Scheduling of a Sample Session
This video walks you through the two steps necessary to allow prospects to book appointments with you from your website. This video covers setting up blocks of available time in your online Coaches Console calendar as well as customize and displaying the "Schedule A Complimentary Consultation" Sidebar Box.

What Your Clients Experience in the New Templates
This short video walks you through what your client sees and experiences when they login to your private client website. You'll review how a client logs in, the client dashboard and the private client navigation bar.