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Client-Specific Notification Settings

One of the magical things that CoachAccountable enables is for you, as coach, to have a real time window in to how things are going with your clients during the days (or weeks) BETWEEN your regular sessions: when actions are getting done, when a due date has slipped, when an assignment was completed, and so on.

Part of this magic is CA’s ability to send you notifications the moment these things happen, either via email or text.  It’s a very fine-grained level of detail, so much so that with many clients (or just a few highly active ones) it can become overwhelming.  Thus CA naturally allows you to turn on or off the various types of notifications that it can send you (and your clients).

Sometimes, however, it would be nice to have different settings apply to different clients, both for your benefit and theirs.

As coach, you might have tiered clients, wherein some are merely doing your course or participating in your group coaching experience, while others may be working with you directly.  With the ability to tailor these settings per-client, you can opt for more notifications with your 1-on-1 clients, while comparatively muting the activity of the ones on lower tiers.

This is also nice to tailor to the tastes of your individual clients.  In the words of one coach:

Is it possible to turn off the email reminders about completing actions for individual clients? I have clients that will be annoyed by this – but others who might like it.

That sort of request is worth accommodating!  Your default settings might represent what you feel is the best practice for someone working with you (things like “yes, an alert should be sent to my client when one of their actions becomes late”), yet you can let your client know that you can turn certain notifications on or off for them as preferred.

All notification settings can be overrode as desired for a given client.  To do so, simply bring up their client manager (by clicking the gear icon as found for a given client in the My Clients listing) and navigate to Settings >> Notifications and you’ll be on your way.

When it comes to these settings, a picture is especially worth a 1000 words:

Use your default settings, or custom tailor them to the individual.

Enjoy!

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