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Don M
Please consider the following for the upcoming coaching module.
COACHES & CLIENTS AREA
HABIT TRACKER
A section that is used by a client and coach that tracks the completion of daily tasks performed by the client. A client and or coach add tasks. The client marks off each task when they complete the task(s). Results over time are shown in a graphical manner, i.e. bar or pie chart, etc.
WISHING WELL
Section where clients can add hopes, dreams, goals, and wishes for their future. Coaches can review. Ability to easily copy/move items to BRAINSTORM section.
BRAINSTORM
Mind map-enabled area where the coach and client can "brainstorm" ideas, goals, dreams, etc., and then add steps to achieve the goals.
AGENDA
Ability for both client and coach to add items to discuss in upcoming meeting.
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CLIENT AREA
TESTIMONIES
Section where clients can write testimonials about the coach. Include checkbox where coach can ask for permission to use the testimony in advertising.
MEETING NOTES
Section where client can jot down notes during meeting with coach.
CLIENT TASKS
Area where coach and or client adds/reviews tasks
CLIENT CALENDAR
Calendar for clients to keep track of their assignments and meetings
CLIENT DASHBOARD
Area with all-on-one page or tabbed section that holds everything for a client, i.e. Tasks, Due Dates, Appointments, Calendar, Meeting Notes, Habits, Certificates, Courses, etc.
AUTO-REMINDER
System automatically emails client when due dates are near for tasks, etc., yet incomplete.
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COACH AREA
COACH DASHBOARD
Ability to see all clients and select any client, review tasks assigned, due dates, progress, certificates, contact info, etc. - everything about a client on one screen or with tabbed interface.
COACH CALENDAR
Master calendar for coaches that shows upcoming appointments, assigned tasks due dates, and other events across all clients.
MEETING NOTES
Section where coaches can jot down notes during meeting with client.
CLIENT TASKS
Ability to assign an unlimited amount of tasks with date assigned, due date, and completion date, for each client.
QUESTION BANK
Section for coaches to add standard questions they ask clients.
TASK BANK
Section where coaches can keep their most used task assignments
QUOTES & SAYINGS
Section where coaches can keep their most used quotes, memes, paragraphs, sayings, etc.
PLANS
Section where coaches can add/keep ideas for their coaching practice.
RATINGS
Section where coaches can use stars to rate clients to later be able to quickly see top performing clients.
AUTOMATIC TRACKING
  • Ability to automatically log for each client:
  • Courses completed
  • Certificates earned
  • Tasks assigned by coach
  • Tasks completed
  • Notes written to client by coach
  • Notes written from client to coach
  • Private notes about client written by coach
This makes it faster and easier for a coach to keep up with a client, and it also prevents a coach from accidentally adding or erasing inaccurate information.
ONE-CLICK ACCESS TO CLIENT DASHBOARD
One click to show everything in one interface regarding the client selected.
COACH TASKS
Ability for coaches to give themselves tasks regarding particular clients and or their coaching practice
CUSTOMIZABLE NOTES
Ability to add and customize fields, e.g. text, checkbox, number, dates, etc., in a template that is used for all notes that a coach uses to keep private notes on a client.
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GENERAL NEEDS
APPOINTMENTS PURCHASE
Ability for clients to purchase individual appointments.
Ability for clients to purchase bundled or a package of appointments.
Ability for coaches to bundle a custom amount of appointments in a membership.
APPOINTMENT TIMES
Custom appointment durations because many professionals use a 50-minute hour so 50 minutes is spent with the client and the remaining 10 minutes is either a break or used for notes.
FEATURE REQUEST (if regular EzyCourse roadmap/bug report Canny is not used)
Ability for coaches to request features
BUG REPORT (if regular EzyCourse roadmap/bug report Canny is not used)
Ability for coaches to report bugs