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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!

2 Comments »

  1. mark said,

    December 24, 2015 @ 3:05 pm

    John, this Course was helpful showing me some added features I can add to my programs.

  2. John said,

    December 24, 2015 @ 4:41 pm

    Great! Yeah, that’s the hope: that these courses will turn folks on to the more powerful (and sometimes easy to miss!) things that CA can do.

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