Assessments are the heart of the Becoming You method, and assigning one takes under a minute. Your client automatically gets an email with everything they need — links, instructions — so there's nothing for you to forward or explain.
Two ways to assign
When adding a client — step 3 of the Add Client flow lets you assign assessments right away.
From a client's profile — open the client, then click + Assign Assessment (top right).
From the client profile
Open your client's profile and click + Assign Assessment.
Select the assessments you want to assign. Anything already assigned to this client is grayed out — a client can only have one of each.
Click Continue and review:
Double-check the name and email — the invitation goes to this address, and your client's results are matched by it.
Total cost shows what will be billed to your account for paid assessments. Your client is never charged.
Click Confirm. You'll see a success screen, and the email is on its way:
Good to know
Your client doesn't need an account first. The email walks them through everything, including creating their account where needed.
Replies come to you. The invitation email is sent from Becoming You, but if your client replies, the reply lands in your inbox.
Paid assessments are billed to you monthly. The Values Bridge costs $15 per assignment, billed to your account at the end of the month. Included in the email is a access URL your client uses to unlock their full results at no charge to them.
A client must be Active and have an email address before you can assign assessments. Archived clients can't receive new assignments.
Want to see exactly what lands in your client's inbox? See What your client receives.
