Find the details you need faster
Find the details you need alongside your current work, without searching other tools.
Build a programme with stages, sessions and goals. Add notes, assign tasks and track results using your own measures of progress. Arrive at the next session knowing what your client has achieved and what to work on next.
Example voice conversation: Coach
Assign the “Presentation skills” programme to Jana Nováková.
Jana is enrolled in “Presentation skills”, including its prepared tasks and goals.
Add a goal for her to deliver a ten-minute presentation by the end of the month.
The goal is saved for Jana, with a deadline at the end of the month.
And give her a task to prepare a three-minute introduction by Friday.
“Prepare a three-minute introduction” is added to Jana’s tasks, due on Friday.
Find the details you need alongside your current work, without searching other tools.
Review your records to check their current status and decide what to work on next.
Connected apps share information, so you do not have to enter the same details again.
Keep programmes, goals, tasks and session notes together for each client.
Use customer, job or payment details in other apps you have enabled. Your team can work from the same information without entering it again.
Explore connected appsStart for free and see how much manual data entry and information chasing you can eliminate.