Details

On the client details page, you see specific information about the client you have selected, including their job, location, and what they hope to get out of their coaching experience.

To access this page:

1. From the left navigation bar, select Clients.
2. Locate the client who's details you wish to view and select their Name from the table.
3. A new set of pages for that client now displays in the left navigation. Select Client details to view their details page.

On the Client details page, you see the following information:

• End date: The date at which the client can no longer schedule coaching sessions and they enter the Persistent Platform.
• Language: The language selected by the client when they set up their profile.
• Location: The country where the client is from.
• Time zone: The time zone where the client currently resides. This is used for scheduling purposes.
• Type of plan: The type of plan determines how many sessions/the amount of time the client has on the coaching platform.
• Number of 3 way calls: The number of calls that the client can schedule with you and a manager present based on the type of plan they have.
• Percipio Access: Whether or not the client has access to Percipio.
• View all: Select View all to take you to the Client details page.

• Additional questions: Your client's answers to the following open-ended questions:
  • What best describes your job title?
  • What best describes your job function?
  • Would you like a coach with expertise in any of the following areas?
  • Have you worked with a professional coach before?
  • What is your preferred communication style?
  • What do you hope to achieve during your coaching engagement, and is there any additional information you want to share with your coach?