CoachPro ToolsUser manual

User manual / My account

Testimonials

My account → Testimonials

Review available responses, distinguish recorded permissions and check each action before copying or withdrawing.

Review responses · Copy and withdraw

View this page’s sections01Review responses02Copy and withdraw
01

Review responses

List and distinct permissions.

01

Open Testimonials

Open My account → Testimonials. This lists available account responses and requires no selected client. It is not a list of every survey response.

Open Testimonials
If the list is empty or fails to load

Reopen it and review responses in the person’s record. There may be no responses with the permissions used by this list. A load error does not mean no responses exist.

If the list is empty or fails to load
02

Distinguish text from name and image

Review how each response appears. Text permission and image permission are separate. With text permission but no image permission, the card is anonymous; do not add the person’s name or photo yourself.

Distinguish text from name and image
02

Copy and withdraw

Copy, review and withdrawal.

03

Copy available text

Use Copy text when available. The notice confirms clipboard copying rather than publication or sending. Check pasted content; the name is included only when the record permits displaying it.

Copy available text
04

Review each response’s content and permissions

Read rating, date and text before using a response. Text availability does not imply photo availability. If View photo appears, review that resource separately and retain response context.

Review each response’s content and permissions
05

Read the withdrawal confirmation

Click Withdraw permission and review confirmation. Cancel retains the current record. Withdrawing updates permissions and removes the photo reference; check the list afterwards. It does not retrieve copies published or shared outside the platform.

Read the withdrawal confirmation

Check the result

Copying text does not publish it. Check permissions and content before using it outside the platform.