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!
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:
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