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Appointments: Post Worksheets and Type-Specific Availability

CoachAccountable Appointments have undergone a few more improvements lately.  Let’s take a look!

Post-session Worksheets

The first improvement of the CA coaching software is that, in addition to setting a pre-session Worksheet to accompany a given appointment, you can now set a post-session Worksheet as well.  Like the pre- counterpart, a post-session Worksheet will be automatically sent to your clients at the time of your choosing relative to an appointment.

Post-session Worksheets are the perfect opportunity for your clients to reflect on whatever key takeaways they just got from their recent session with you, further cementing in whatever insights they got from the coaching and making it more likely that they’ll integrate into work in the coming days and weeks.  By setting that as a standard practice via CoachAccountable, you’re using the coaching management system to provide your clients with another useful touch point of support, helping them get more out of the experience.

To set one up you first create a suitable Worksheet Template (done under Library >> Worksheet Templates).  Make it tailored as specifically as possible to your style of coaching, but even generic questions that prompt your clients to reflect on the session work well.

This one is a nice example; feel free to copy anything about it you like:

CoachAccountable Coaching Worksheets

Just a few questions to get ’em thinking.

(This is an example of a Form Based Worksheet.  Form Based worksheets are nice for this, check out this tutorial video if you’ve never used them.)

Once your Worksheet Template is ready, you can associate it with one of your Appointment Types.  Do this under Settings >> Appointment Config, go to the Appointment Types section and click on the one you want to have as a post-assignment:

CoachAccountable Add Post Worksheet

We could have a pre-worksheet with this type of appointment, too!

From there it works just as you would expect it: any appointments you (or your clients) schedule of this type will have the post-session worksheet sent out to your client as scheduled, putting them one click away from filling it out.  Like all worksheets, once completed your client’s answers will be emailed right to you from the coach portal, giving you even more insight into how to further guide and support your client, either immediately (by replying to the email) or during your next session.  Nice!

Specific Availability per Appointment Type

The second improvement to CoachAccountable appointment scheduling is that you can now customize your weekly availability for a given Appointment Type, overriding your typical weekly availability.

Again, in your coaching dashboard under Settings >> Appointment Config you’re able to setup your typical weekly availability:

Coach Accountable Typical Coaching Appointment Availability

Huh, looks like I only get a lunch break on Wednesdays.

This provides the basis by which CoachAccountable offers time slots to choose when they are scheduling with you (subtracting out of course any exceptions, like other already scheduled appointments or that dental appointment you’ve got coming up in your calendar).

Now you’ve got the option to override this availability for any given Appointment Type.  When setting one up you’ve got a new option within the Visibility section:

CoachAccountable - Coaching Appointment Availability Override

We groove on Friday. Friday is when we groove.

As you can see in this example, for the “Friday Groove Call” type of appointment we’ve elected to make this available for clients to schedule only on Fridays.

There are a couple of scenarios in which this more fine-grained control to your availability comes in handy.

You might, for example, do certain appointments face to face, and you’re only at a given location on certain days.  So you might offer the “In person – Downtown” appointment type only on Tuesdays and Thursdays, and the “In person – Riverside” appointment type only on Mondays, all while having your phone-based appointment types available any day during the week.

Another example is if you’re coaching multiple programs, and, for the sake of keeping more in the flow of the material you are coaching, offer appointments for Program A only on Mondays and Wednesdays and appointments for Program B only Tuesdays and Thursdays.

And that about covers it!  These improvements allow you to give your clients a more supported experience of being coached by you, and keep your schedule better organized.  Enjoy!


Does imagining the automation of scheduling and post-session worksheets give you a sigh of relief? Try CoachAccountable for 30 days, free of charge, and see how it feels.



8 Comments »

  1. Greta A Douglas

    All I can say is YES! YES! YES! This has just put the best icing on the cake for me. Loving CA!!!!!

    April 21, 2016 @ 7:03 pm

  2. Andrea

    I agree with Greta! Both of these are welcome additions, especially the new appt setting option. Thanks for continuing to make CA even better! :-)

    April 22, 2016 @ 1:39 pm

  3. John

    Aw, thanks you guys! I’m so glad to know this is a win for more people, and my pleasure to keep bettering CA. As always, more to come!

    April 24, 2016 @ 3:23 pm

  4. Steve Stutz

    Looks good! Thanks for continually improving the system.

    April 25, 2016 @ 8:32 am

  5. Catherine

    Love the new additions! Thank you for all the updates and your hard work making our work more effective.

    April 27, 2016 @ 12:14 pm

  6. Hi John
    Love both the updates. Thanks for this!!
    Deborah

    April 27, 2016 @ 8:51 pm

  7. Andrea

    With Acuity, we have an offering where within a 4-month window, a client is allowed to schedule: Four 30-minute laser sessions, Three 50-minute executive sessions. They are prevented from booking any appointments after the 4-month window. Looking at CA Offerings, it appears that each offering can only include One appointment type. Is that true? And it appears that the only time limit in CA Offerings is for purchasing an Offering before a specific date, (and not booking appts relative to the purchase date). Is that true? Thank you.

    September 13, 2021 @ 11:58 am

  8. John

    Hmmm… here’s where CoachAccountable Offerings overlaps with but is distinct from CoachAccountable Engagements (https://blog.coachaccountable.com/2019/01/track-client-engagements-to-power-your-business/).

    Such allocations can be handled by Engagements, and you can set an Engagement to effectively purchased by one as part of their signing up for an Offering. This article on What’s the Difference Between Engagements and Offerings is apt to clear this up!

    September 13, 2021 @ 4:18 pm

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