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CoachAccountable
Knowledge Base
My Account
General
Getting Started
Folders
Getting clients to love CA
WYSIWYG Editors
Embedding Media
Keyboard Shortcuts
Pasting From Other Sources
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
Duration and Padding
Client Scheduling Rules
Appointment Reminders
Pre- and Post- Appointment Worksheets
Location and Description
Coach and Client Phone Magic Tags
Basic Options
Availability Setup
Alternate Availability
Troubleshooting Availability
Scheduling with your Clients
Retroactive Scheduling Appointments
Modifying Appointments
Modifying a Series of Appointments
Quick Access Links
Scheduling a Series of Appointments
Appointment Reminders
Past Appointment Reports
Calendar Sync
Coordinating with Other Schedulers
Sync via Calendar Invite
Calendar Invites for Appointment Series in Outlook
Syncing to Google Calendar
Google Calendar Forced Reset
Syncing Google to Multiple CA Accounts
Syncing to Microsoft Outlook
Problem Syncing with Microsoft Outlook
Syncing to Apple iCal
Generating an Apple App Password
Syncing to other online calendars
Appointment Calendar Feed
Importing your online calendar
ICS Email Attachments
Manually Block Out Time
Zoom Meetings
Zoom Forced Reset
Zoom Preferences
Zoom for Already-Scheduled Appointments
Connecting Zoom to Multiple Accounts
Using Your Personal Zoom Room for Appointments
Zoom Not Recognizing you as the Host
Deleting Zoom Meetings
Actions
Completing Actions
Action Reminders
Action Projects
Unmarking an Action Complete
Coach Actions
Common Questions and Scenarios
Recurring Actions
Attaching a File to an Action
Why doesn't my Action Project show up?
Metrics
Setting up a Metric
Display Options
Piping in from Worksheets
Editing or Deleting a Metric
Metric Reminders
Embedding a Metric
Template Metrics with Courses
Types of Metrics
Metric Templates
Worksheets
Worksheet Templates
Assigning Worksheets
Form-Based Worksheets
Image Prompts
Form-Based Computed Values
Worksheet Answer Comments
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
Totals By Accounts
Payments
Invoice Line Items
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
Offerings Pricing
Offering Restrictions
Offerings Page Arrangement
Team Offerings
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
Course Actions
Course Metrics
Course Worksheets
Course Files
Course Whiteboards
Course Messages
Video Tutorials
Building a Routine Tracking Course
Course Power Tools
Changing an "In Progress" Course
Step-based Courses
Course Pages
Tips for Building Course Pages
Converting Existing Courses into Pages
When (and When NOT) to Use Course Pages
Course Pages for Clients
Managing Courses
Sharing with the Team
Reassigning Ownership
Course Participants
Participant Visibility
Customizing a Course
Modifying Course Participations
Starter Kit Courses
Course Availabilities
Groups
Creating Groups
Managing Membership
Group Settings
Group Basics
Group Participation
Group Activity Digests
Group Directory
Deleting/Deactivating Groups
Group Items
Group Actions
Group Metrics
Group Worksheets
Group Files
Group Session Notes
Group Messages
Group Appointments
Private Message
Client Visibility
Group Whiteboards
Group Action Projects
Group Courses
Automatically Adding New Members to Group Courses
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
Appointments - Client History
Appointments - Stats
Coaching Hours Log
Group History Report
Engagements Report
Data Lab
Single Field
Activity Stats
Worksheet Answers
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
Back to Engagements
Common Questions and Scenarios
There are a few common questions or scenarios that come up regarding Engagements.
See within:
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?
Back to Engagements