Navigate to Settings >> Resource Packages >> Installable Packages. Here you'll see the resources available from CoachAccountable. We provide them to you free of charge and we encourage you to use them!
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Click on any of these packages to peruse contents and install some or all of the items included. Here are the types of items you’ll find:
- Courses
- Worksheet Templates
- Session Note Templates
- Engagement Templates
- Offerings
- Offering Collections
- Library Files
- Appointment Types
- Agreements
For any item, click the “Preview” button to help decide if you want it:
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Install any and all items you like – as always, feel free to use these as-is or adapt them to your own coaching style.
If you're ready to create your own packages to share with other coaches, continue on to