The top bar

In the top bar, select Tools or its icon. The category list opens. Select outside the menu to close it.

Select the category you want to browse. Its catalogue opens. Use View all categories to return to the full library.

The Resources menu is shown in the Spanish interface. It is not displayed in English; the screenshot shows the English navigation. Use Tools to browse interactive tools.

Select Favourites. If tools are saved, select one to open it. Use the star on a catalogue card to add or remove a favourite.

Select Bonuses and choose the link you need. Follow the instructions on the page that opens. Select the CoachPro Tools tab to return.

Select Directory to open your directory profile. Affiliates also opens its screen directly, without a dropdown.

Select Search tools in the top bar and type part of a name, category or description. This box searches the tool catalogue.

Review the results and select the tool you want to open. If it is not the one you need, return to the search box and change the text.

Select Search… above the sidebar. You can also press Ctrl+K on Windows or ⌘K on Mac. A search window opens.

Type the name of a screen, tool or client. You can also find a client by email or phone. With no text, recent searches or screen shortcuts appear.

Select the result. With the keyboard, use ↑ and ↓ to choose and Enter to open. A screen or client record replaces the current view; a quick action opens its form. Press Esc to close search.

Select ES for Spanish or EN for English. The platform saves your choice and reloads the dashboard. Selecting the current language does not trigger another change.

Select the bell. A red dot indicates updates you have not checked. The panel contains client activity and platform updates.

Select the activity you want to check. Depending on its type, the client record, form or calendar opens. If there is no new activity, the panel indicates this; saved records remain available in their screens.

Select a client activity item to open the relevant record, response or calendar. For platform updates, use the action button or Mark as read. Select Mark all as read to clear pending markers together; this does not delete client responses or records.

Select the help icon and choose User manual to open the manual in a new tab, or Support to read your conversations or create a request.

Select your name or photo in the top corner. On narrow screens, some controls show only an icon: select the icon to open them.

Select the shortcut you need, such as My profile, View the welcome, View the guide or the manual. Select Log out to leave the platform.