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Archive for March, 2014

Introducing Happenings Reports

Happenings Reports.

Or: “CoachAccountable’s system of emailing a summary of what’s new with your clients on a regular basis”.  It is perhaps an odd twist of a phrase, but this tool is one that I suspect will be quite powerful and useful for coaches.

Create a happenings report

So much customization!

Setup is as simple as indicating who to send to, which clients to report on, and when to send.  There are three types of recipients to serve three very distinct purposes.

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