01
Open the admin category
Click Coach admin under Your business. The shortcut opens the catalogue filtered to that category; it is not a separate client-record or invoicing screen.
Coach admin
Your business → Coach adminFind working documents in the catalogue and distinguish their outputs from management modules.
Find a document · Use and retain
All manual pages
Manual
User manual
Getting started
Your day
Tools
In session
Record and recap
Group work
Between sessions
Your business
Your brand
My account01
Find a document
Category and search.
02
Find the document you need
Use search and review title and description. For example, search for “client record” to find a client sheet. Search is global: also review the category of each result. If no results appear, clear search and check the category.
If search returns no results
Remove terms or clear search. Changing filters or search does not delete tools or saved documents.
03
Review its purpose before opening
Choose an operational document for what needs recording. Reading the card does not create it or assign it to a client. Open the tool and review its fields.
02
Use and retain
Preparation and document output.
04
Check the recipient and storage
If the document contains someone’s details, check their name and fields before filling it in. Review the tool toolbar for available actions; entering a name does not by itself prove association with a client record.
05
Retain output using available actions
Review the document before using PDF, Print or another output offered by the tool. Open the generated file and check content and language. Sharing or delivering the file is a later action.
06
Distinguish a document from a managed record
A client sheet, invoice or log prepared in a catalogue tool does not automatically appear in Clients or Invoicing. Use those modules to maintain client records or manage numbered documents and status.
Check the result
Check where the output was saved. A tool document does not automatically create Clients or Invoicing records.