Client space

New panel: In Clients, one click opens the side preview and a double-click opens the full profile. In the left column, select the Client space icon or ⋯ More → Client space. Check the name before sharing the link. See the new three-column profile and its screenshot. Link management and the client-facing space follow the workflow in this chapter.

The space link appears. If there is no valid link yet, the platform creates one. If one exists and can be recovered, the same link is shown. Check the client name in the heading before sharing it.

Select Copy beside the link and check confirmation. Paste it into the message you will send the client. If browser copying is blocked, select and copy the field contents.

Select Open to view. The space opens in another tab. Check shared data and return to the dashboard to manage the link. If it requests an email code, follow the access sequence below.

Select WhatsApp. A prepared message with the link opens. Review the recipient and text, then confirm sending in WhatsApp. Opening this shortcut does not automatically send the message.

In the expiry selector, choose 30 days, 90 days or No expiry. The period starts when you make the change. Wait for confirmation and check the date below; the initial selector is for changing expiry, not showing the original period.

Select Ask for an email code to get in so the person opening the link verifies access with a code sent to the record’s email address. Wait for confirmation before sharing.

Review Recent opens for recorded dates and devices. This records opening the space; it does not by itself show that a tool was completed or every document read.

Select Create new link and read confirmation. If you accept, the old link stops working. Copy and share the new link. It starts with the default 90-day expiry; check that date and change it if needed.

Select Revoke link and confirm only if you want to stop access through that link. Revocation does not delete the record or its data. To share the space again, open link management and copy the new link.

The client opens the link and, if codes are enabled, selects Send me the code. Check the partially hidden address and the received email. The code has six digits and expires after ten minutes.

Enter the six digits in the field and select Enter. Successful verification opens the space. Verification may be retained for up to 30 days in that browser; if a code is requested again, repeat the process.

Select Send me another code if the previous one expired or did not arrive. Check spam and respect the waiting time shown. Use the newly received code.

Check the client name in the heading. The space uses the coach’s configured language. Visible sections depend on shared data and, for additional access, permissions.

Review upcoming appointments and shared session details. Open appointment links when you need to join the session. If an expected appointment is missing, ask the coach to check its record.

In Actions, mark a task when completed. Check that its status changes; if saving fails, it may return to the previous state. Additional access holders can only perform actions allowed by their permissions and the screen.

In Documents, select the file you need. Also review notes shared by the coach. If a file expired or will not open, ask them to check availability; the record’s private notes are not all displayed.

Select the tool or programme you want to complete. Follow its page’s instructions and confirm submission when requested. Builder tools appear when assigned to the client. If one is missing, ask the coach to check the assignment or shared link.

In Your Client Log, the conversation updates on its own while the page is open and visible. On a voice note from the coach, select Listen to note to play it.

Select Record voice note, allow the microphone and speak for up to 5 minutes. Select Stop recording, listen to it and select Send; to record it again, select Discard note. Each message accepts up to five files, including the note. If “Could not record. Check your microphone permission.” appears, allow the microphone in your browser and try again.

If the coach turned on a measure, Weekly check-in appears with one card per question: last record, current week and scale. Enter this week’s value within the scale, add a note if you like and select Confirm value. The “Open my space” link in the weekly email goes straight to this section.

Return to link management in the dashboard and select Additional access. Each access has its own link and can be managed without using the client’s main link.

In the new access form, enter the person’s name, up to 80 characters. Email is optional if no code is required; if entered, it must be valid. An email address is required for email-code access.

Select only the sections you want to share with that person. At least one must be selected. This access does not give them a coach account or permission to manage the platform.

Choose 30 days, 90 days or No expiry for this access. If you enable email codes, the code is sent to this person’s email, rather than the main client’s address.

Select Create access. Wait for confirmation and find the new row. Use its copy action and give that link to the relevant person. Check the row’s sections and status first.

On its row, select Edit. Change details, sections, codes or expiry and select Save. You can leave expiry unchanged if you do not want to alter it. Check confirmation in the list.

Select Revoke to disable the link and keep its record. Select Delete to remove the access record. Both request confirmation. Check the person before accepting; neither deletes the client record.