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CoachAccountable
Knowledge Base

My Account
General
- Getting Started
  - Folders
- Getting clients to love CA
- WYSIWYG Editors
- Image Gallery
- Printing CA Screens
Client Administration
- Default Landing Pages
- Adding New Clients
  - Bulk Import Clients
- Inviting New Clients
  - Resending Invite
- Messaging Some or All Clients
- Updating Client Details
  - Profile Extra
  - Client-Specific Appointment Settings
- Deactivating/Reactivating Clients
- Deleting Clients
- Exporting Client Records
- Happenings Reports
  - Happenings Reports Setup
- Overview
Team Edition
- Adding New Coaches
  - Creating Freebie Clients for your Coaches
- Inviting New Coaches
- Coach Permissions
- Coach-Client Pairing
- Updating Coach Details
- Deactivating Team Members
- Deleting Team Members
- Team Client Listing
- Team Appointments
  - Team Appointment Scheduling
- Team Message Templates
- Messaging Some or All Coaches
Appointments
- Appointment Types
- Basic Options
- Availability Setup
  - Alternate Availability
  - Troubleshooting Availability
- Scheduling with your Clients
- Appointment Reminders
- Past Appointment Reports
- Calendar Sync
- Zoom Meetings
Actions
- Completing Actions
- Action Reminders
- Action Projects
- Unmarking an Action Complete
- Coach Actions
- Common Questions and Scenarios
Metrics
- Setting up a Metric
- Metric Reminders
- Embedding a Metric
- Template Metrics with Courses
- Types of Metrics
- Metric Templates
Worksheets
- Worksheet Templates
- Assigning Worksheets
- Form-Based Worksheets
- Self-Assigned Worksheets
- Worksheet Reminders
- Completing Worksheets
- Unmarking a Worksheet Complete
Stream
- Comments on Items
- Pinning Stream Items
Session Notes
- Session Templates
- Writing up Your Session Notes
- Sharing Session Notes
- Key Insights
Journal Entries
Sharing Files
- Embedded Media from Other Sites
- Library Files
- Sharing Multiple Files
  - Sharing a Single File With Multiple Clients
  - Sharing a Common Set of Files with Clients
Whiteboards
- Whiteboard Visibility
- Whiteboard Templates
- Whiteboard Notifications
Reflections
- Video Tutorial
- Designing Reflections
- Reflections In Action
- Reflections and Visibility Settings
Messaging
- Future Scheduled Messages
Client Invoicing
- Creating and Deleting Invoices
- Scheduling Future Invoices
- Resending Invoices
- Online Payments
  - PayPal Payments
- Client Invoicing Reports
- Recording Payment
- Multiple Currencies
- Refunding Invoice Payments
- Integration with Other Accounting Platforms
- Payment Cards on File
- Invoicing Third Parties
- Invoice Header Information
- Invoice Templates
Offerings
- Offering Agreements
- Offerings Setup
- Embedding or Sharing an Offering
- Offerings for Existing Clients
- Offering Collections
- Purchases & Signups
Engagements
- Engagement Templates
- Engagement Enrollment
- Basic Options
- Engagement Notification Message
- Past Appointments & Verification
- Engagements & Offerings
- Modifying Engagements
- Common Questions and Scenarios
  - How do I invoice my clients only when they've used up their Appointments?
  - How do I set a special intro price for the first month?
Agreements
- Agreement Templates
  - Uploading Your Agreement Templates
- Issuing Agreements
- Customizing Agreements
- Reviewing Agreements
- Modifying Agreements
- Deleting Agreements
- Coach Signatures on Agreements
- Resending Agreements
Courses
- Creating Courses
- Course Settings
- Building Courses
- Step-based Courses
- Course Pages
- Managing Courses
  - Sharing with the Team
  - Reassigning Ownership
- Course Participants
- Starter Kit Courses
- Course Availabilities
Groups
- Creating Groups
- Managing Membership
- Group Settings
- Group Items
- Export Group Record
- Reassigning Ownership
Companies
- Adding Companies
- Company Engagements
- Company Agreements
- Adding Clients to Companies
- Deactivating Companies
- Deleting Companies
- Updating Companies
- Company Personnel
- Company Primary Liaisons
- Invoicing Companies
  - Why you Can't Send an Invoice to the Company
- Company Groups
- Company Happenings Reports
FAQs
- How do I prevent files from being downloaded?
- What do I do if a client can't log in?
- Can clients download or print completed Worksheets
- Can I track client progress without logging in?
- Can I edit a Course after it's been assigned?
- How secure is my coaching data?
- How do I send items to multiple clients?
- My calendar isn't syncing correctly. What do I do?
- Can I change my country, time zone, and currency?
- My logo doesn't look right; what should I do?
- Is this a long-term commitment? How do I cancel?
- Do inactive clients count towards my subscription?
- What types of payment do you accept?
- Where can I change my pricing plan?
- How do I change my notification preferences?
- How do I integrate CA with my website?
- How do I change the from name in emails?
- How do I edit client terms after registration?
- Does my browser affect performance of the system?
- How do I enable text reminders and alerts?
- Can I get texts while traveling abroad?
- Why did I get logged out of my coach account?
- Is there a way to keep track of client hours?
- Can my client and I work on the same document?
- What billing level am I on?
- Can more than one client use one account?
- Can more than one coach use one account?
- Why are deleted group members getting group items?
- Why can't I delete this Action, Metric, Worksheet?
- How do I change the reporting day of a Metric?
- How do I edit Worksheet Tables?
- Why can't I add a Group to a Step-based Course?
- Can I coach coaches?
- How do I change a coach's profile picture?
- Can I create a shared appointment type?
- How can I tell if a client read my email?
- Does CoachAccountable support Interactive PDFs?
- Why can't my client download a certain file?
- Can you translate CA into [insert language here]?
- Why can't my client edit a Worksheet?
- How can I append Actions to Session Notes?
- Why doesn't my message show in the client Stream?
- Do new Group members receive past Group Items?
- Can updating templates update assigned Worksheets?
- How did my client get assigned this Worksheet?
- I assigned a client to the wrong coach, help?
- How do Group Course time zones work?
- The hyperlink in my message isn't working, help?
- How can other coaches edit my template/course?
- How do I assign a preparation form to a client?
- Can one user have multiple email addresses?
- Can a client share a file with a Group?
- How do I change my username?
- What's a credit card CVV?
- Why are my Worksheet links not working?
- Does the system integrate with Zoom, MS Teams, or Google Meet?
- How come clients can't fill in a table?
- How do I insert hyperlinks in message templates?
- Why can't I change my client's email address?
- Where do I edit Group Settings for Course Items?
- Can a Worksheet pipe into more than one Metric?
- How do I assign a repeating item?
- Can I coach myself?
- Does the system allow for scored assessments?
- Is there a limit to the number of coaches?
- How do I download a client roster?
- Can I use a custom URL?
- Is CoachAccountable a downloadable app?
- How can I sell my coaching services online?
- Do clients who sign up via an Offering "count"?
- How can I print from CA?
- Why name Form Items?
- Does CoachAccountable have a referral program?
- Can I change the date format?
- How do I change my password?
- How do I sync with Acuity, Calendly, ScheduleOnce?
- How do I change my email address?
- How do I delete a Course?
- Which Magic Tags can I use?
- Can I save my own Email Message Templates
- How do I send my client a schedule link?
- Is there a way to create discount or promo codes?
- Can I add past appointments for a client?
- How do I clone a Course?
- What is Client Present Mode?
- 2-Factor Authentication
- Why can't I add certain clients to a group?
- How can someone else receive my CA Invoices?
- Item Visibility Settings
- Rules for Monthly Invoices Late in the Month
- How can prospective clients schedule a free discovery call?
  - Why Do I Get Charged for Mere Prospects?
- Group Members didn't receive Appointment Notifications
- Which CRMs work well with CoachAccountable?
- Can I enable clients to choose their coach?
- Why have a pronoun setting for users?
API
- Zapier Integration
Settings
- Client Page Arrangement
- Notifications
- System Email Addresses
- Coach Profile
- Message Templates
  - System Message Templates
  - Custom Message Templates
Reports
- Follow-Through Reports
- Client Activity Report
- Coach Touchpoints Report
- Appointment Reports
- Engagements Report
- Data Lab
Branding
- Color Scheme
- Logo and Icons
- Email Template
- System Name
- Login Page
- Login Widget
- Dark Mode
Resource Packages
- Resource Packages Setup
- Resource Package Tips and Answers
- Use Our Resource Packages

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Common Questions and Scenarios

There are a few common questions or scenarios that come up regarding Actions:

See within:

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