BIG Changes Today!

A major upgrade to CoachEase was posted today. We’ve been listening to your requests since the ICF conference. Thank you for your great feedback! Here’s a rundown on what’s new:

• Your clients now can access their own page on CoachEase — if you decide — to see their goals, Forms, your session Follow Up Notes, and access documents and files you’ve made available to them (more on that below!) Plus they can add new Action Items and check off ones they’ve completed. And, yes, their page is linked to your Dashboard. When they tick-off an Action Item as Complete, it instantly shows up as Complete on your Coachee Dashboard for that client! (See an example of what your clients will see — imagine it with your branding — here.)
• You can make a library of files — such as documents, PDFs, even recordings — available to your clients. Your coachees can download those “digital assets” at their convenience from their client page on CoachEase. Please note, at this time all your clients will have access to all the files you make available. We know that you might want certain clients to have access to specific files. We’re working on that.
• You can now assign a Form to multiple clients at one time! Just point your mouse on the Coachee names and Control-click (or Apple-click) the names you want to receive the Form. (Note: All clients will receive the same note that you create to accompany the Form.)
• Two new Form item types have been added to your choices for creating your own Forms:
  1. A “Yes / No” choice (yeah, we know, how did we miss that one?!); 2. A 1 - 5 scale
• You can enhance the branding of your Forms by uploading your logo to our server (not just pointing an existing file on the web), and by customizing the font and colors used on your Forms so they look a little more stylin’!

As for The Client Page component of CoachEase, your clients will only see the page if you authorize them to see it. You’ll have to specifically invite them — by going to the Coachee’s Dashboard, clicking the client’s name and selecting EDIT link, then going to the box at the bottom of the page and selecting the INVITATION link. REMEMBER: Your client will see the Goals and Action Items as you created them. If you have anything you wouldn’t want your client to see in those two categories, do some editing before extending the invitation.

Watch this space for more information and specific how-tos on all these new features.

Please let us know what you think. Comment away!

And send us an email if you have challenges with any aspect of CoachEase: support@coachease.com

Much more is in store for you! We have a full agenda of enhancements to come! We’re excited, thrilled to serve you, and very much appreciate your support.