You can manually assign a main coach and multiple additional coaches to any client.
Coaches & staff
Coaches & staff
Manually assign a coach
Let clients choose
If you have multiple coaches you can let clients choose who they would like to work with.
Automatically assign
Via the client intake system you can auto assign a client to the correct or most suitable coach.
Let coaches choose
When assigning a client you can optionally let coaches accept or decline to work with a client.
Admin hierarchy
Easily control exactly who sees what, with a hierarchy of coach and admin/staff permissions.
Coach time off
When a coach is away you can move their clients temporarily to a different coach, and automatically move them back when they return.
Transferring clients
If a coach is leaving permanently then you can easily re-assign all of their clients to different coaches.
Payroll
Set commission and/or a fixed salary, and auto deduct pay if a client's program is paused or past due or if the coach is on vacation.
Monitor coach performance
See each coach's performance in various metrics such as average response time to chats, messages and check-ins, admin activity and so on.
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