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Notifications

CoachAccountable works as a liaison between you and your clients, helping to facilitate communication and updates as things unfold so that you can be more aware of (and responsive to) how things are going. 

These settings allow you to choose the level at which CoachAccountable sends notifications to both you and your clients.

You can review and adjust these setting on an organizational level by going to Settings >> My Style >> Notifications. 
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Customizing To Individual Clients

The notifications you set in your My Style page are the default that will be applied to your clients.  These defaults can be overridden on a per-client basis.

To do so, bring up your client's Client Manager (click their gear icon as found in your Clients listing) and go to Settings >> Notifications.


Types of Notifications


Action Notifications


Actions are like a high-powered to-do list for your clients, and are designed to promote easy tracking and collaboration. CoachAccountable can send email notifications as things happen with Actions.

Worksheet Notifications


Worksheets are assignments that your clients are to fill out. CoachAccountable can send email notifications as things happen with Worksheets.

Journaling Notifications


CoachAccountable provides an easy way for your clients to make journal entries about whatever's going on in their coaching experience. When a client makes a journal entry CoachAccountable can send you a notification.

Agreement Notifications


If you are using Agreements with your clients, CoachAccountable can send you a notification whenever a client submits an Agreement.


File Sharing Notifications


CoachAccountable provides an easy way to share files between you and your clients. When a client shares a file with you they are given the option to send you an email notification.

Comment Notifications


You and your clients can both post comments on any items of your coaching relationship here in CoachAccountable by doing so on the Stream tab.

CoachAccountable can send email notifications of these comments to you when your client posts a comment, and to your client when you post a comment.

Invoicing Notifications


CoachAccountable enables you to send clients invoices, schedule invoices to be sent automatically at a later date, and lets your client pay invoices online.