The CoachAccountable Blog

What's new with the CA platform, tutorials on using it, and customer spotlights.

Archive for November, 2014

Accept Client Payments online now via Stripe and Authorize.net

Since its release, even WAY back in the 1.0 days, CoachAccountable has allowed coaches to accept invoice payments online via PayPal.  It felt like the time was right to open this up to a wider range of payment processors.

Now coaches can offer their clients a way to pay their invoices online with Stripe or Authorize.net.

Not affiliated, respective trademarks, etc. etc. :)

Not affiliated, respective trademarks, etc. etc.. :)

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Connecting your Clients with Group Directories

If you work with coaching groups that are highly collaborative, it can be nice for your group members to be able to connect with one another directly.  With CoachAccountable Groups you can make a directory of group member information to enable just that.

From the settings tab of a given Group page you can find the controls and options for setting up your Group’s directory:

Group directory options

By default the directory for a given Group is not enabled.  With a click you can switch to an opt-in directory (meaning each group member can choose whether or not to list themselves, and what information they which to share) or an all-inclusive one (meaning each group member is included, and you as coach choose which information is shared).

When enabled, the directory is visible to your clients by clicking the “Directory” button from their Group page:

Group Directory

What’s especially nice about this Group directory is that it auto-updates: client information is pulled directly from that client’s user account, meaning if members change their information like getting a new email address or adding a work number, the directory is automatically updated to reflect that new info.

Group Directories are just one more way to keep your group members connected with each other and thus more engaged with the group coaching process.  Enjoy!

Being an Awesome Coach with CoachAccountable Metrics

Metrics is one of the most powerful parts of CoachAccountable, allowing you to do things in your coaching that are otherwise not possible with just spreadsheets, email, or even online shared docs.

They’re also the most complicated and thus tend to be the most intimidating thing to learn.

This 15-minute tutorial video will teach you the ins-and-outs of setting up Metrics for your clients, and teach you how to integrate them into your coaching style:

If you don’t use Metrics in your coaching yet, perhaps now is the time to start.

For reference, here’s the narration transcript:

» Continue reading “Being an Awesome Coach with CoachAccountable Metrics”

Letting CA Know When You’re Not Available for Appointments

CoachAccountable allows your coaching clients to schedule themselves for appointments right into your calendar.  By setting your weekly availability, you tell CA when, in a typical week, you are open to receiving appointment requests from clients:

Typical weekly availability

But of course things come up.  Sometimes you have a dentist appointment at 11am on a Monday, and so you need CoachAccountable to not offer that slot to your clients for booking.

For a long time now this could be done by manually specifying these exceptional occasions, like so:

Just let CA know when you're not available, and it will subtract out those times.

Just let CA know when you’re not available, and it will subtract out those times.

Now by popular request you can pipe a live feed of your calendar events into CoachAccountable, letting the system know directly when you have times that should thus be made unavailable for appointment scheduling with your clients.

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