CoachPro ToolsUser manual

User manual / Live

Journal

Live → Journal

Write with your client, distinguish each participant’s contributions and review text versions.

Create · Share · Work · Keep · FAQ

View this page’s sections01Create the document02Work with your client03Explore the tool04Keep and organize05Frequently asked questions
01

Create the document

Choose your starting point.

01

Select Create

In the side menu, open Live → Journal and select Create. Enter a name and choose Blank, Daily journaling, Session preparation, After the session, Goal, Conflict or Values. You can add an optional 4–64 character password for the client; change it later using Password.

Select Create
02

Work with your client

The same document, from two spaces.

02

Assign the document

With the document open, select Assign client in the top bar, choose the client and save. Documents lets you filter the list by client. On mobile, these actions are in the top bar menu.

Assign the document
03

Open the same work in the client space

The client enters their space and opens the document under Live tools. Both work in the assigned document, with automatic saving. The client does not have the coach’s document management buttons. If you set a password, share it with the client so they can open the journal.

Open the same work in the client space
03

Explore the tool

Build the session step by step.

04

Write in available paragraphs

Click a paragraph and write. Enter adds another; Tab changes indentation and Escape leaves the paragraph. Select text within one paragraph to format it. Colors identify authorship; you can hide them and show line numbers.

Write in available paragraphs
05

Coordinate your writing

When the other participant writes in a paragraph, their name appears and that paragraph is temporarily reserved. Write in another one meanwhile. Chat supports the work. The coach can use Lock client. Check Saved or Pending changes before closing.

Coordinate your writing
04

Keep and organize

Review the result and save status.

06

History and export

Mark version saves a labeled checkpoint. History shows read-only versions; Back to current document resumes editing. Restore this version first keeps a copy of the current state. Export offers PDF / Print, Text (.txt) and Markdown (.md).

History and export
07

Return to your documents

Documents opens the list without shrinking the workspace. Choose another document; Escape or a click outside closes the panel. Rename changes its name. Delete asks for confirmation and removes the document from the list: to start another session, create a new document instead. With no document open, the list and Create stay visible.

Return to your documents
05

Frequently asked questions

Find answers to common questions.

08

Trial, images and connection

Does the trial restart for each tool? No. AppSumo without White Label has 30 seconds of trial time in total, shared across all seven tools. Once used, White Label is needed to continue.

Can I upload images? In tools that include uploads, AppSumo accounts without White Label cannot upload files. Other plans can use that action.

What if saving fails? Keep the document open, check your connection and retry. A pending-changes message does not confirm a successful save.

Trial, images and connection

Before closing

Check that the document is saved. If an error appears, keep the page open and retry before leaving.