You can manually enroll clients into an Engagement two ways within CoachAccountable.
The first is from your Business Center >> Engagements. Here you are able to click the + from the left menu or the +Engagement button at the top right to get things started:
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Choose the Client from the first dropdown, then choose from your Engagement Templates (you're also free to start from scratch) from the second dropdown.
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The second way is from your listing of active clients. You'll notice a handshake icon on the right hand side for each client (next to the gear icon and download button).
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Click the handshake to bring up that client's Engagements. Then click +Engagement to choose from your Engagement Templates ( or create a new one from scratch):
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Word of caution: it's recommended that a client only be in one Engagement at a time. So if your client is already in an Engagement, think about either closing that one out or modifying it.
Starting an Engagement
Regardless of where you begin the process of enrolling a client, once you've chosen the client and the template...the enrollment process is the same.
Make sure to get everything the way you like it and hit the Create button below.
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The sections entitled Invoices, Appointments, and Notifications can all be expanded or collapsed using the arrows on the right side.
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