Sections
Pick the screen you need help with.
Statistics
Review recorded activity by period and check where the figures come from.
Invoicing
Prepare documents, review their details, issue them when ready and track status.
Charges and instalments
Prepare a single charge or instalment plan, share the link and review payment. Screenshot amounts are sample data.
Signatures
Prepare your signature, create documents and review recipients and status. Includes signing a PDF and the recipient’s steps.
Coach admin
Find working documents in the catalogue and distinguish their outputs from management modules.
Legal and privacy
Find platform documents, retain copies and share the appropriate document with your client.