Support Center - Video training
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 Agreements
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1. Client Agreement Wizard - Assign To Client-Prospect Tab
This quick tutorial walks you through how to assign a coaching agreement to an existing prospect already on your contact list or how to enter a new prospect, add them to your list and assign them an agreement. |
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2. New Client Agreement Wizard - Coaching Agreement Tab
This quick tutorial walks you through how to select a pre-configured Agreement Template or start from a blank template based on the type of coaching packages you offer (per month, per session, per hour or per project). |
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3. New Client Agreement Wizard - Invoicing Tab
This quick tutorial walks you through the different options for automated invoicing. |
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4. New Client Agreement Wizard - Contract TermsTab
This quick tutorial walks you through how to select preconfigured contract terms templates that will be displayed to the prospect/client upon completing the coaching agreement wizard. You'll also learn how to add/edit additional contract templates and insert them into the wizard. |
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5. New Client Agreement Wizard - Email Tab
This quick tutorial walks you through how to create the email message that will be sent to your prospect/client to deliver your agreement via a live link they click on. |
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6. New Client Agreement Wizard - Thank You Tab
This quick tutorial walks you through how to create a custom Thank You webpage to be displayed once your client clicks on the "I Accept" button on your coaching agreement. |
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7. New Client Agreement Wizard - Preview and Send Tab
This quick tutorial walks you through how you can preview all of the elements in their final form before sending the agreement proposal to your client for review and acceptance. It also walks you through where your client agreement is saved and shows you the "Sent" status version the "Accept" Status of any coaching agreement. |