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Glossary

Get familiar with all the terminology & labels within the platform

9 articles
Getting Started Guide for Owner Role

Essentials for setting up your Simply.Coach account

3 articles
Customize your account

Customize Simply.Coach with your logo, business name, brand colors, and use custom fields to tailor it to your practice

1 article
Calendar & Availability

Link your calendar, customize your availability, and offer scheduling options for your clients

4 articles
Integrations

Link with external applications directly or using Zapier

6 articles
Contact Management

Learn how to manage Prospects and Contacts

4 articles
Working with Clients
22 articles
Sessions

Learn all about managing sessions

22 articles
Goals

Understand how to add and Track Goals

3 articles
Notes / Private Journal

Learn how to capture your reflections

8 articles
Actions

Learn how to assign actions for you and your clients

7 articles
Content Library

Learn how to create folders and upload your coaching resources

13 articles
Resources / Files

Store important documents of your clients at dedicated space.

1 article
Shared Space

Send and Receive messages along with your resources using shared space

2 articles
Forms

Learn how to use Forms

5 articles
Journey Templates
1 article
Packages

Designing and offering coaching Programs & Packages

2 articles
Programs

This section helps you adding and managing your Programs

2 articles
Contracts, Invoices & Payments

All about client contracts, raising invoices & collecting payments

13 articles
Client Workspace & Mobile App

Features in the client workspace & mobile app

14 articles
Users & Roles

Learn how to organize, control, and personalize user access in your business account

16 articles
Worklog
1 article
Analytics

Gain an in-depth understanding of all the analytics features on the platform

3 articles
Notifications

A comprehensive set of email notifications that platform sends

3 articles
API Documentation
1 article
Digital Tools

Learn how to send and review Digital Tools

7 articles
Manage your Subscription
23 articles
About Simply.Coach
5 articles