Clients

On the Clients page, you see information about each of the people you are coaching, including details about them, their coaching goals, and their coaching sessions. To view the Clients page, from the left navigation bar, select Clients.

At the top of the page you see how many clients you currently have, and your client limit if you have one set.

Below that, you see a table that contains each of your clients and the following fields for each:

• Client Name: The client's first and last name. Selecting a client's name opens their profile, and expands the left navigation bar to include pages about that specific client. The client specific pages include:
  • Name: The client's profile that contains information about their coaching plan, sessions, and personal information necessary for coaching.
  • Client details: Personal information about the client that may be helpful in creating their coaching plan.
  • Focus areas: The focus areas recommended to the client based on their assessments and the focus areas they chose.
  • Coaching plan: The client's coaching plan. You can not make edits to a coaching plan, but you can discuss any changes you feel would be helpful in your next session with that client.
  • Search resources: Find and assign resources to your client to supplement their coaching. You can browse Percipio content or add outside sources. You only see this page if the selected client has Percipio access.
  • Resource library: See the resources you have assigned to that client, suggested resources for that client, and your own saved resources.
  • Assessments: View the results of your client's 360° feedback and Engagement survey.
  • Exercises: View agenda questions, manager feedback and client exercises.
  • Meeting link: Access the link you use to have session meetings with that client. You can start a meeting with your client from this page.
  • Notes: View any session or general notes that you have made about that client.
• Organization: The organization that the client is part of.
• Next Session: The date of the next session the client has scheduled with you.
• Last Session: The date of the most recent session the client had with you.
• Engagement End Date: The date at which the client no longer has access to their coaching platform and must schedule all sessions to occur before.
• Focus Areas: Shows whether or not the client has chosen their focus areas.
• Completed Sessions: How many total sessions the client has completed.
• Remaining Sessions: How many sessions the client has left in their contract. If they have a Subscription contract, they can schedule unlimited sessions up until their engagement end date.
• Remeasurement: Shows the status of remeasurement tasks for the client. These tasks may vary depending on the type of coaching plan the client has.

Use the search bar or apply filters to help find a specific client from the list.