The CoachAccountable Blog

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

Archive for December, 2015

Master Class: Form-based Worksheets

Here’s a screen cast walk through of using Form-based Worksheets within CoachAccountable, including:

  • The difference between form-based Worksheets and regular ones.
  • How to create form-based Worksheets.
  • The work flow of assigning your Worksheets to clients and their experience of completing them.
  • Incorporating Worksheets as regular pre-assignments for your appointments.
  • Piping Worksheet answers into Metrics.
  • Using Courses to deliver recurring worksheet assignments.

At 32 minutes long it goes in depth, and because it goes at a leisurely pace is very easy to follow.

Enjoy!