The following video tutorial will cover how to use the following Practice features:
- Private to dos and goals for yourself as the coach / solopreneur / business owner
- Due dates with notifications on private to dos and goals you assign yourself
- Shared to-dos and goals for your clients that you can both collaborate on
- Due dates for shared to-dos and goals that can be setup to notify your clients or even yourself when a to do or goal is due
- meaningful collaboration for you and your clients
Video guide
Picture Guide
To dos & goals dashboard
Private To Dos, Goals, and Due dates
To dos & Goals organized by client - only showing clients with existing to dos & goals
Assign a to do or goal to a client or coach / business owner
Set due dates for yourself as the coach / business owner or for the client
To dos and goals on the client record - these are shared
To dos and goals in the private chat portal you have with each client respectively - these are shared