Welcome to Coach On Call!

Welcome... As a client, you have privileged access to certain information, resources, and tools that will support you within the coaching process. This “private client area” will give you access to various forms and documents that we will be utilizing during our coaching sessions. These resources will help ensure that you get the most from your coaching experience. To get started, please refer to the information detailed below.


In this secured, confidential site, you will be able to:
• Access my calendar to view, schedule or reschedule appointments
• Record and check progress on your goals
• Prepare for each coaching session
• Evaluate your coaching experience
• Review the terms in the coaching agreement
• Monitor payments
• Access Resources (books, programs, other services, etc)


 

FIRST VISIT
ARE YOU A NEW CLIENT?
You will receive an email from me with your username and password. Proceed to the NEXT VISIT FOLLOWING ACTIVATION area below and follow the instructions in the email.


ARE YOU INTERESTED IN COACHING?
If you are requesting a INITIAL Coaching Session, please register as a new client (using the "Register" tab above). Once you have registered I will need to activate your client access. This process could take up to 48 hours so thank you for your patience. An activation email will be sent to you. After you receive your activation email, follow the steps in the NEXT VISIT FOLLOWING ACTIVATION area below.

NEXT VISIT FOLLOWING ACTIVATION
1. Click "Login" to enter your username and password. 
2. Click the "Client Intake" tab to access your profile and please complete it.
3. Click on the Agreement and review our coaching agreement. 
4. Click "Calendar" to schedule your appointments or review your upcoming appointment
5. You will receive an Invoice following our first session

ONGOING VISITS
Access to the Session Strategy Form – the day before each coaching appointment, you will receive an email reminder. At the bottom of this reminder will be a link for you to access and complete the call strategy form. Benefit: maximize the effectiveness of our time together.
Access to the Calendar – at any time you can review the calendar for upcoming appointments, and/or reschedule appointments. I’ll be notified immediately if any changes are made to existing appointments, so help yourself if you need to change any appointment information. Benefit: no email tag/phone tag to move appointment dates/times.

NOTE: Be sure to click on the “Save” buttons when you enter or update any information on the forms so the system captures your data.