The CoachAccountable Blog

Master CoachAccountable and become the best dang coach you can be. Also, news.

Introducing Companies

If you only ever work with/are hired by individuals, you can probably ignore this.

But if organizations hire you to work with one or more individuals, CoachAccountable Companies are for you.

With CoachAccountable Companies, you can:

  • Organize your individual clients by company
  • Invite Company Personnel to have their own accounts within the the system
  • Invoice the organization, rather than the individuals you are coaching

Let’s see how this works!

Setting up Companies

As hinted at earlier, Companies aren’t relevant for all coaches.  So in the interest of not cluttering anyone’s coaching platform unnecessarily, these are by default turned off.  To get started visit the My Account page >> Add Ons and enable Companies:

Turning on Companies

Just flip the switch and you’re on your way.

Companies are available only in Version 4, so if you don’t see these you’ll need to switch over first!

Once enabled, you’ll have the new Companies tab, either on your home dashboard page (for single coach accounts) or on the team administration page (for team accounts):

Here is where you’ll eventually find the listing of your companies, and the individuals in each.

Creating a company is simple.  Just give it a name, and, on Team Edition, indicate which person on your team is the primary liaison (more on that below):

Once it’s created, you can enter an address for the company (for your records, and also to appear on invoices for that company) and upload the company logo.

Tying Clients to Companies

When you have one or more Companies, you’ll have the option to associate a new client with one as part of adding that person:

A simple relationship: a given client is either unaffiliated, company-wise, or belongs to one of the companies set up in your account.

This company affiliation can also be set from the Client Manager pop-up, under Basics.

From your Active Companies listing, clicking on a given company takes you to the respective Company Page:

Here you’ll find all things pertaining to a company.

Here’s where companies shine as a way to organize your clients: the client listing is pared down to those from that company, and appointments and reports are filtered along the same lines.

Other client lists, like for a given coach or for an entire Team Edition account, show company affiliations with the company’s logo.  Filter your client listing to only include a particular company by searching for the company’s name.

Inviting Company Personnel

To me the most exciting new possibility with Companies is your ability to create user accounts for personnel.  Personnel are members of a company you aren’t necessarily working with directly, yet who have a vested interest in the work you’re doing nonetheless.

Adding personnel is much like adding clients or other team members: only name and email address are required, and you can send an invite email immediately or later (you’ll find a new “Invite New Company Personnel” email template in Settings >> System >> Message Templates).

By carefully setting permissions, you can give each person the exact level of access they should have:

Just invoicing access? Select reports? Complete client records? Your choice!

The collection of permission settings allows for granular control of what a given individual is and isn’t allowed to see and do.  This makes it possible to grant only access to manage invoices for one, a window into reports for another, and total transparency into all work for yet another.

And in case you were wondering: personnel do not count toward your subscription plan, so you’re free to get everyone in the loop who should be!

Company Groups

Once you’ve got your Companies set up (including client affiliations with those companies), you can create Groups whose client membership is defined by company.

Just create a Group as usual, and then from the Membership area click the “Membership by Company…” button.

Company Group

Choose which Company should define the membership of your group and you’re done.

Setting Group membership by Company means that when you add a new client to that Company, that client is automatically added into the Group.  (Likewise, removing a client’s affiliation from a Company automatically removes them from the Company Group.)

There’s still flexibility, of course: you’re still free to manually add group clients who are not from the company, and remove select company clients as desired.  Controls to deactivate and reactivate individual Group memberships remain in effect as well.

Company Happenings Reports

Speaking of handy ways to segment your clients along company lines, you can also create Happenings Reports set to include the clients in one or more companies.  If you choose to report on clients from exactly 1 company, you’ll have the option to have the report sent to personnel from that company.

A delightful way to automate progress reports to interested parties.

For Team Edition accounts, note that proper visibility into clients is always maintained based on who a given team member is allowed to see.  If Acme Co. has clients A, B and C, and a team member is only allowed to see clients A and B, rest assured that a Happenings Reports created by that team member on the clients for Acme Co. will ONLY contain clients A and B.

Company Invoicing

You can issue invoices to Companies just as you would regular clients.  When you opt to send an invoice in the usual ways, personnel designated to receive company invoices will do so.  (And if there are no personnel set to receive invoices, the system will lovingly let you know as much when you try to send, and guide you to fix that!)

In the Client Invoicing >> Accounts listing you’ll see companies appear right alongside clients.  Those clients who are associated with companies will no longer appear in the Accounts listing – presumably, they will be billed via the company, rather than individually.

Company Primary Liaisons

The primary liaison for a company is the person who will appear as the contact for company personnel when those personnel log in. The primary liaison will also receive any notifications about company invoices. On single-coach accounts, this is of course you.

Layout-wise, company personnel will see the primary liaison at the top of the left sidebar. It’ll look much like how primary coaches appear for clients, at the top of the left sidebar. When personnel click on the avatar, they’ll see the primary liaison’s profile (if shared). They can also click to email the primary liaison.

In Summary

Generally speaking, CoachAccountable Companies are the solution for doing business with an entity that isn’t strictly the individual (or individuals) being coached.  Beyond conventional companies, this can include scenarios like being hired by parents to work with their children.

Beyond obvious wins of account organization and the ability to invoice third parties for your work (nice logistical conveniences, to be sure!), it is my hope that YOUR ability to offer a more direct window into the process will make your offering more attractive for those who’ve hired you.

Anyone who hires you, but especially in a more corporate environment, wants to demonstrate the value of working with you.  Giving them a regular accounting of the work being done and the results being gotten, either as self-service access or as a routine report that comes automatically, can go a long way towards building confidence that they made the right decision.


CoachAccountable Turns 8 Today!

Like Version 4, this year’s cake embodies more contemporary tastes by eschewing gradients and rounded corners.

What a lovely year it’s been in CoachAccountable land!

And not just because it marks another year of not having any sort of bug database.  (I’m proud to report that the policy of just fixing whatever’s amiss, within minutes of me learning about it, continues to work swimmingly.)

CA’s 8th year saw a number of strides forward in service of the coaching industry.

The biggest, most widely-affecting change is certainly the release of Version 4, a bright new look for the entire app AND unifying of Basic and Team Edition (i.e. Team Edition is now available to all at the same, lower price of single-coach accounts).  Both aspects have been very well received.

We’ve added a few new integrations with other systems: Zoom, Apple Calendar, and PayPal.  CoachAccountable is now published as a ready-to-go integration on Zapier, opening up integration possibilities even further.

We’ve added more features to really flesh out existing functionality, like Group Whiteboards, Group Action Plans, access for inactive clients, support for multiple currencies, and the usual smattering of other enhancements sprinkled about.

We’ve added a third to our team, Jaclyn, and thus further established our ability to serve an ever growing segment of the coaching industry.  And by adding her charismatic and caring expertise to that of Morgan’s, we’ve been reaching out and having one-on-one sessions with the community like never before.

But perhaps the thing I’m most proud of in year 8 is the Webinar Series, which has really started to take on a significance not originally imagined.

At first, I envisioned a sort of “how to” series: clicking around the app and narrating the ins and outs of how to set things up and get things done.  But over this last year in particular it’s taken on a rather different character.

The Webinar Series

I still delight in folks wondering after which program I use I do those drawings. Answer: by hand, and with my daughter’s colored pencils. :)

They’ve evolved into lessons where I illustrate and make arguments for ideas to genuinely run a better coaching business and give clients more.  These ideas are powered by what CoachAccountable makes possible, but I spend very little time in-app showing nuts-and-bolts.

Doing that is itself fun, but the real joy is in the difference we’re hearing it make.  During the most recent one, Designing Your Coaching Business Model, one attendee said:

…That graphic?  Wow.  You’ve just made the roadmap clearer…  Thank you: you’ve just move the whole coaching profession forward…

You can find the Webinar Series here.

Looking Ahead

As I have said in this space most other years, we still have a lot up our sleeves to forward CA in service to the community.  And consistent with my penchant for secrecy around future app development, we ain’t sayin’ nothin’ about what that is. :)

BUT, just as you might gather from similar missives marking year 1, 2, 3, 4, 5, 6, and 7, you can rest assured it will continued to be powered by the insights and perspectives that we collectively get from all of you.

From me, Morgan and Jaclyn, we thank you all for sharing what would allow you to do your work better, and for letting us be of service to that work.


Version 4

(It’s Friday as I write this, and they say it’s a bad idea to release to stuff on a Friday, because it means the poor folks who wanted to enjoy a weekend are apt be be saddled with the fallout from whatever goes wrong with the release.  But… speaking as the guy who did it all and will handle whatever fallout… well, I gotta good feeling about this. :)

It’s done!  It’s here!  And it’s ready for everyone to check out.

Version 4 ISN’T a huge mix up of things.  Truth be told, unlike Version 3 I have NOT been laboring in silence over it for the last 21 months doing a comprehensive rebuild.  The switchover from 3 to 4 is utterly seamless, with virtually everything in it’s place exactly as it was.

But Version 4 DOES feature some substantial changes. Let’s take a look!

Bright New Design

First and foremost you’ll notice there’s a whole new design theme.  I think it’s gorgeous, and I hope you will agree.  Not to throw shade on Version 3’s design, but after working in the new for a little, the old looks kinda like a gloomy, rainy day with all those shades of gray; while the new just looks bright, clean and crisp.

Here’s a typical screen in Version 3…

V3 Theme

…and here it is in Version 4:

V4 Design

After a day of working in the new I suspect you won’t want to go back to the old!

Team Edition at Basic Account Pricing

The second big change up in Version 4 is there is no longer an alternate pricing structure for Team Edition: those accounts get to have subscription plans that are priced just like the basic accounts.  For those of you on Team Edition, that means your monthly cost is apt to go down a fair amount.  And if you’re on a Basic Account, well, you can now enjoy the benefits of Team Edition, now or down the road—at no extra charge (for those of you who work with a VA of any kind this could be immediately useful!).

Frankly I love this: just like when we made White Label Branding free for everyone with Version 3, this is another instance of us being all good, revenue-wise, and thus really happy to extend the full power of CoachAccountable to ALL our users.  It gives me great joy to have this rising tide benefit the whole CA community!

New Tree View of Folderizations

There’s a new way to view your collections of items that are organized into folders (such as your courses, templates, and whiteboards).  Wherever there are folders, you’ll see a little toggle (just left of the +Folder button) that allows you to switch between the usual card view and the new folder tree view.

Folderization Tree View

Please, nobody delete Levity. And not just because there’s still 3 items in there.

Folder tree view makes a better way to navigate and see all of your content at once, and is especially handy when you’ve got a lot of items and folders in a given collection.

Retiring the Side Tasks Widget

After careful consideration and to tidy things up, I’ve removed the little tasks widget that appears under the left menu on certain pages (see the no-longer-present “Notes / Tasks” tab controls in the screenshots above)  As a not-terribly-useful feature that’s a holdover from the version 1 days, it’s time to remove it as clutter in the UI that went ignored by over 99% of users.

For those of you who had tasks in there, I’ve moved them into the neighboring notes section.  This change up should generally be a win, design and clarity-wise, but if you truly miss it, no worries–drop me a line and I’ll turn it back on for you. :)

Switching to Version 4

The switch to Version 4 is the most seamless one yet.  You can check all this out right now by bringing up the top right user menu, and clicking “Version 4 switch…”

Version 4 Switch

By a sheer matter of coincidence, you are exactly 4 clicks away from Version 4.

You can flip the switch back and forth to see the before and after anywhere in the system.  If you prefer the old solid color style of the top bar, you can get that by turning off the Bright top bar—this is a new setting for the Branding color scheme as well.

When you’re satisfied you can flip the switch to Version 4 for yourself and all your clients.  If you’re on a Team account and not the account owner, you’ll not be able to flip the switch BUT you can toggle into V4 for yourself freely (necessary only until your account owner does it for everyone!).

Once you’ve migrated over (and not a minute before!) your account will be subject to the new pricing scheme, i.e. Team Edition at Basic pricing plans.

Staying on Version 3?

If you love the current look and prefer it to the new, you can stay with it–there’s no particular rush.  If you want to wrap things up with current clients without risking what might be viewed as a jarring change up, you can.  And if you’re on Team Edition, you’ll remain subject to its separate pricing until migrated to Version 4.

That all said, I’m keen to unify the platform (and simplify the efforts to further evolve it!) sooner than later, so all accounts will be switched over to Version 4 sometime in the next few months.  To avoiding undertaking the design transition with any more clients than necessary, starting today all of your newly added clients will see only Version 4.

Looking Ahead

I’ve been staring at the V4 almost exclusively for the last month or so, and, to me now, it just looks right.  And happily I’m not the only one: better than a matter of me just being overly pleased with my creation BECAUSE it’s my creation, it turns out Morgan and Jaclyn feel the same way (Morgan confided in me that she’s been toggling over to the V4 style as often as possible–namely whenever she’s NOT sharing her screen with a CA user, because just like V3, we keep this sort of thing on the down low until launched!).

Again, everything is exactly where you’re used to it being so you (and your clients!) are virtually bound to feel right at home with the same-but-brighter interface to get things done.  You can toggle back and forth with a single click and see what I mean.

And there you have it, I give you version 4!  I hope you and your clients love it, and would love to hear what you think below.  Onward!

Hi, I’m Jaclyn

Hi y’all!  It was my honor to say a few words of introduction for our newly-minted #3, and now I welcome you to get better acquainted by the words of Jaclyn herself!

– John

Hi…I’m Jaclyn, the number 3 of the CoachAccountable team, and I am excited!


It’s remarkable the quality of photography you can get with a well-timed screen capture during a routine pandemic video conference.

I started working at 14, construction with my Dad; roofing to be exact. I also babysat and then I moved on to working for grocery stores, arts & crafts stores, and flipping burgers. At 19 I made my first big career move and decided to join the Marine Corps.

I begin my story with work because, looking back, that’s been over half my life.  Work. Making a living with the belief that if I worked long enough the actual living would eventually begin.  I became a wife and mother, then an ex-wife (still a mother) and watching my little boy grow up, something shifted.  Living has to happen now. I don’t want him to think all there is to life is working hard and playing little.  Play now, explore now, LIVE now.

So, I started (ironically) working towards that goal.  I thought if I get another degree, I’ll get another promotion, I’ll make more and I’ll finally get to start really going after some work/life balance.  Spoiler alert…the harder you work for corporate the harder they want you to work.  Life was severely out of balance.  Though I’d take time off for the short vacations, the school plays, the school music festivals I’d be rushing from or to work and a piece of my mind always stayed there, thinking of the tasks.

In 2018 both my parents began having health problems. I had to go back to Texas, and I would need to be there for three weeks. While I drove towards Southeast Texas, by myself listening to my favorite true crime podcast, I thought there has to be something more.  Someone somewhere lives life fully and while maybe not perfectly in work/life harmony, they are aligned and happy.  I also wanted to celebrate those that were coping and surviving trauma, anxiety, and depression. To find out their why and how of, not just surviving, but truly living life by their design.  The ANBRWY Podcast was born and through the last two years I have met people that transformed their lives and in turn began transforming mine.

In March, exactly 2 days before the world went on a global pandemic lockdown, I left my corporate job and concentrated full time on consulting, coaching, and podcasting.  The pandemic didn’t slow this business. I was exactly where I was supposed to be. I gained clients and made them a lot of money. I coached them through fears of startup, hesitation of growth, and through software and process gave them confidence to make the first step to start momentum.  I talk to them often, the momentum has grown.

As life would have it, I came across a job posting. It wasn’t asking for a resume, they didn’t want to hear about my degrees, or past projects completed successfully or within budgets.  Instead, they asked for a short video.  It took several takes. Not so much because I was nervous but looking back, I realize I was being entirely too corporate.  Giving data and experience instead of personality.

I got the call; I spoke with both John and Morgan individually and I was asked to come aboard.  Have you ever been in a place in life where all of your experiences, learnings, and life decisions seem to make sense because they were preparing you?  That work/life balance I was working towards, that need to be in a place where I can make an impact but I still get to learn everyday…it’s here. CoachAccountable, since day 1 has made sense and I have had the amazing experience of being able to relax while still working full days and spending time with family.  I’m able to meet extraordinary people every single day and support them while they do their life’s work.

Does it get any better than this? I think so, because I get to do it all again tomorrow!

Introducing Jaclyn Paxton, Customer Love and Hand Holding

Jaclyn at the mic

Turns out the mic serves for more than just successfully applying to CoachAccountable.

“Wow, that’s a serious microphone!”

That was my under-2-seconds first impression of Jaclyn, as gauged from her video introduction (as I mentioned earlier, for this hiring we completely nixed the usual resume/cover letter dance as meaningless noise, mandating a video to apply instead).

But by the end of 10 minutes and 49 seconds my impression of her was so much more than curiosity around her boss audio equipment, for during that intro she detailed insight and experience that brilliantly fit the bill of what we were looking for in a candidate.

Her experience spans an impressive career of IT support, deployments, training and coaching in corporate environments, and preceded no less by 4 years of service in the Marine Corps (which hardly surprises, given the abundant sense of professionalism, rigor, and can-do spirit that Jaclyn exudes).

Her insight (into who we are and what we’re about) was deep, ranging from the genuine delight of that moment when someone sighs a breath of relief by recognizing their life is now better thanks to some software, to finding our utter disregard for conventional competitive SWOT analysis refreshing, to intuiting that our lack of outward marketing hustle might well be a better-serving strategy of authenticity in and of itself.

All that in a 10 minute riff!

Naturally she advanced to the interview round, and Jaclyn did not disappoint.  She was, has been, and continues to be everything as advertised in terms of the acumen, professionalism, personability, and thoroughness.

Over the last two months Morgan and I have been training Jaclyn of the deep kung fu that is CoachAccountable Customer Love and Hand Holding.  Along the way she expressed being surprised at how lengthy the onboarding process was; that, in other roles, she was more used to getting in and doing much sooner.

It would be fair to say there’s a certain preciousness that I (and Morgan as well) have about doing this role “right”: far beyond merely knocking out answers to questions and moving on (à la more conventional tech support), we endeavor to be coaches, guides, and teachers to those we serve as well, meaning we’ll often go beyond answering the question at hand by looking for (and addressing) the underlying intention as well.


Fun fact: what with the ability to do in-person photo shoots compromised as it is, this was taken as a screen capture of a Zoom call.

Jaclyn has rolled with all of this nuance and nit-pickery with grace and earnest desire to not only learn but master the game at hand.

She has a warmth and patience that I am proud to share with the CoachAccountable community in support of their work.  I’ve delighted in getting to know her over the last several months and suspect you will as well.  (Quite frankly, I can’t wait to actually meet her in person when this whole pandemic thing subsides!)

And that boss microphone?  Turns out Jaclyn does a weekly podcast, currently 59 episodes in, wherein she interviews authors, speakers and coaches on what it is to live fully, both personally and professionally.

In short, she is a delightful, fitting, and so very worthy addition to our merry band.

Please join me in welcoming Jaclyn!

Enabling Continued Access for Your Past Clients

Though not a hard rule it generally holds that, sooner or later, all coaching relationships come to an end.

When you’re done working with your client, you can deactivate them in CoachAccountable so that they no longer count towards your subscription plan.  This means they’ll no longer have any interactions with the system, BUT all of their data remains intact, ready for you to reference at any time AND ripe for picking up where you left off, should they ever come back to resume working with you.

It’s nice to give clients a souvenir of their time spent working with you.  The record of notes and accomplishments serves as a handy treasure trove of insights, and a compelling reminder of what they got out of working with you.

For years the Client Export file has been a nice, portable record that you could generate and send to your clients whenever you like, and moreover makes a fitting parting gift when the work is done.

But for those clients who are wrapping up this segment of work with you, you can do them one better in addition to that parting gift: you can keep your relationship with those parted clients a little more alive by enabling continued access to their CoachAccountable client portal with you, and do so WITHOUT having those no-longer-active clients count towards your subscription plan.

Granting your deactivated clients read-only access to their account is a snap.

When you first deactivate a client, do so as usual from their Client Manager with a click of a button (or two, when you need to confirm that it’s okay to clear out things that would naturally no longer apply, such as future appointments!).

Deactivate a client but keep access

The system will kindly alert you to what, if anything, will be cleared away as part of the deactivating.

Upon deactivation, you’ll be given the option to grant read-only access:

Keep CoachAccountable Client Access

Aye, she might indeed like that!

Inactive clients who have this special access are noted as such in your Inactive client listing:

Inactive coaching client list

Note the friendly purple “access” sash in the upper right corner.

Finally, you can toggle this access on or off for any of your clients whenever you like by revisiting the Delete/Reactivate section of the client manager:

Reactivate a client or change access

Either way, it’s just as simple as flipping the switch!

Simple as that!  Inactive clients who are granted access in this manner are able to log in as usual, only the Overview tab will be gone and most all of the interactive elements will be removed (for example, no + buttons for adding things like Actions or Appointments).

View from inactive client's perspective

There are two exceptions to this “removal of interactive elements” rule.

First, they’ll still be able to click that little email icon next to your head shot in the upper left, meaning it will be easy for them to drop you a line if and when they’re keen to resume working with you.

Second, IF you’ve setup one or more Offering Collections for in-app display, they’ll find those under their top right user menu.  This gives them an easy way to reengage with your services if they feel inspired to do so.  Signing up for/purchasing one of your Offerings in this manner will automatically reactivate their account, granting them once again full privileges of using the system.

And that’s all there is to it!  Granting your past clients read-only access in this way is great for several reasons, including:

  • Your past clients get to retain live access to all the records of the work they’ve done with you.
  • You can make it easy for past clients to resume working with you in a completely self-service way.
  • You can easily view which among your past clients have logged in recently (just sort by last login date), giving you clues as to who might enjoy a friendly hello.
  • You can offer programs that boast “lifetime access” beyond the initial, more hands-on portions.


Use Resource Packages to Share Coaching Material

We’ve added a small-but-powerful feature called Resource Packages. These allow you to install various resources (like files, courses, and templates) that were created by other coaches right into your own CoachAccountable account.  Likewise, these make it possible for other coaches to install YOUR resources (should you ever want to create and share your own packages.)

A couple scenarios in which this might be useful:

  • Finding Additional Resources From CoachAccountable. When you signed up, you automatically received some content from us pre-loaded into your account. We’ve provided even more content and templates for you in these packages.
  • Licensing Your Coaching Material. Many coaches start expanding their business by teaching other coaches their methods, with the additional value-add of providing ready-to-use templates. By using Resource Packages, you can make available your Courses, Worksheets, Agreements and more with just a couple clicks – and provide that package only for coaches who have paid your licensing fee. This is a way to sell your well-tested coaching tools.
  • Related Coach Accounts. Smaller teams sometimes vacillate between setting up with two single coach accounts or a Team Edition account (more on how to make that choice here). Now, those who choose two single coach accounts can replicate their resources and save time.
  • Coaches With Two Accounts. Some coaches use two separate accounts, for reasons like varied tax law with international clients or operating under two different coaching brands.
  • Franchises. We’ve heard from The Growth Coach and similar businesses: getting new franchisees set up quickly is key to their success. Corporate-sanctioned tools at their fingertips right away can help get new business owners inspired and active.
  • Referrals. If you’re someone who refers CoachAccountable to other coaches in your industry, giving them materials to start with can help solidify their use of the platform.
Let’s look at Resource Packages.

“Shop” Our Provided Resource Packages

Navigate to Settings >> Resource Packages >> Installable Packages. Here you’ll see the packages that we make available available. We provide them to you free of charge and we encourage you to use them!

Note the orange “installed” banner appears to indicate when you’ve already installed one.

Click on any of these packages to peruse contents and install some (or all) of the items included. For any item, click the “Preview” button to help decide if you want it:

Choose what you like and preview to decide.

Feel free to use these as-is or adapt them to your own coaching style: once installed, they are your own copy that you can modify freely without any ties to the original.

Creating Your Own Resource Package

If you want to share your own resources with other coaches that are NOT part of your own CA account, you can create packages of your own.

Go to Settings >> Resource Packages >> My Packages and click “+ Package.”

Under Basics, enter a name for this package (whomever installs the package will see this name).

Next, go to Included Resources to build your Resource Package.

Create a CoachAccountable Resource Package

When designing a Resource Package you can include any of the following:

For each type of item you can choose to include some or all that you have.  You do not need to include items from all categories; in fact, you can make a Resource Package that has just one item.

Sharing and Installing

To share the resource package, close the package builder window. Then, from the list of your available packages, click “Share this….”

You’ll find a link, which you can share with any coach.

Share a Resource Package

When clicked, the link will bounce someone into their CoachAccountable account and prompt them to install some or all of your package (the experience is just like when you click on one of the Installable Packages as shown above).

If someone clicking to install your package has not yet signed up with CoachAccountable, he/she will be prompted to do so first.

Resource Packages and the Referral Program

There’s a nice little caveat to when someone installs your Resource Package: if they do so during their 30-day trial period, the system will automatically credit YOU as the person who referred them1.

So if you’re creating a Resource Package to share with your colleagues, be sure to take a minute to establish your own referral account first!

Resource-Sharing Tips

A few things to keep in mind as you create and share Resource Packages.

Making Changes

If you make a change to a package, such as adding items, it won’t affect people who have already installed that package. They’ll have only exactly what was in the package at the time they added it. If you make changes and want them to receive the new or updated items, you can send the link out again to those same people. They’ll receive only the added material.

You cannot remove resources from other people’s accounts. If you remove an item from a resource package, future people who install it won’t see that removed item, but anyone who already has it, has it.

Similarly, you can’t remove an installed resource package, in whole or in part, from another user’s account.

Intellectual Property

When a package is shared, those resources exist fully in the other account. That means the other coach can make changes or additions to those items you’ve provided.

How, then, can you protect your intellectual property?

We recommend that you address all intellectual property concerns with whatever contracts you and the other coaches set up. Ensure that you’ve explicitly stated what you consider ‘open source’, available for others to use and adapt as they like, and what you require to stay intact and unedited (including with or without attribution to you as the creator of that material). If this is part of a franchise business, does the other coach need to stop using your material if selling the franchise? We recommend having an attorney review all this to ensure you’re covered in the way you want to be.

Already-Installed Resources

If someone is installing a package but already has some of the items within, only the new items will be added.  The system detects when one already has the same or similar item based on select criteria lining up (always name, and sometimes others, like folder, description, etc.), and will skip over the installation of any items already present.  This is to prevent both duplication AND accidental overriding of any alterations you may have made (and to honor the fact that you may prefer to keep an item in whatever state it was when you first installed it!)

To get updated versions of already-installed items, one may need to delete the item first and then re-install.  Happily, this is easily done for items that originated from a prior-install: by visiting the installer a subsequent time one sees an “uninstall…” button that allows the easy removal of some or all installed items.

When to NOT Use Resource Packages

Keep in mind that Resource Packages are NOT for sharing resources with clients. If you give a client the link for a package, they’ll then be prompted to create a coach account! To share or assign items with clients in a big chunk, consider using Courses, particularly a Starter Kit Course.

If you want to maintain oversight of other coaches and how they use your resources, these packages aren’t the way to go.

Instead, you’ll want a Team account, wherein other coaches using your resources are part of your team. Likewise, if you need the ability to cut off access to these resources at any time, a Team account will be your choice (you’ll simply deactivate a coach who is no longer working with you; without access to their account, that coach won’t see those resources).

Get Started

Resource Packages allow you to both give and receive.  You can find and install some new content (that can serve to merely inspire, or even be right for working with directly), and they are a great way for you to share material, license out your coaching methods, and earn money as a CoachAccountable referral partner.

Get started in Settings >> Resource Packages.

Haven’t started our free 30-day trial yet? Get started now and create packages to share with other coaches. 


  1. Provided they’ve not already been noted as referred by someone else, of course!

Growing Our Team to Number 3

Morgan and I continue to have a good time doing our thing here in our little corner of the internet, delighted as ever to serve coaching and coaches.

But our days of being able to get by as just the two of us are numbered!  So it’s time to add another to the mix.

It was late April when we published our job posting for CoachAccountable’s Number 3.

Rather than like last time, wherein I got deluged by 141 resume/cover letter combos in a 48 hour period, we made applying a little less, er, automate-able, shall we say!

Poring over resumes and wading through cover letters to find what we’re looking for is both super boring and a deeply imperfect process: they’re too easy to game, and for those not hip to the game, too easy for a genuinely remarkable candidate to get passed over.

So we did something a little different.  This time, the way to apply was to watch a video wherein I talked about what specifically we were looking for, and then send a hello video right back.

If you’re at all curious about the internals of how we roll and what we’re aiming to create in our team, you may enjoy to see below the very job posting we put out.


We’re looking for a third person to join our merry band in the role of customer support, love and handholding.

Before you read too far, be advised that some form of experience with coaching, specifically transformational and/or business, is a hard requirement. If you’ve never been in some sort of personal development program where coaching played a part, you will not be considered (sorry!).

Structure of the role

The customer support role is split, more or less, into three thirds:

The first third is fielding customer support issues as they come in. Generally via email, though sometimes we take the initiative to call and knock it out over the phone (in our business, customers are often really stoked to hear from a real person!).

The second third is making ourselves available for demos, help sessions, consultations (affectionately referred to as hand holding sessions, these are where we get to shine by letting our customers get to talk to and be guided by A REAL PERSON).

The third third is where we have time and bandwidth to do things above and beyond just reacting to incoming needs and requests. This is when we do outreach to our customers (affectionately dubbed “doling out customer love”), improve and expand our learning resources (like writing articles and making help videos), and take on other sorts of projects to further our mission to serve coaches.

Each of these thirds affords opportunities to shine and excel, and gives a lot of variety from day to day plus opportunities to learn. The third third in particular is ripe for you to bring your creativity and have your voice heard to make lasting contributions.

Structure of the position

The position is full-time, 40-45 hours per week during business hours in North America. On average about 2 of these hours per week will be over the weekend to cover incoming support issues. The position is remote, though may occasionally require commuting for in-person demos and meet ups, and several times a year entails travel for conferences and in-person work with the team (er, when things settle down with this whole COVID-19 thing, ahem!). You must be a US resident.

Compensation and Benefits

Because our team is so small, it is vitally important for us to find the right fit in adding number three. Therefore the first two months is a test period during which you’ll be an hourly contractor earning $30/hour. You can start full time to begin or we can be flexible to allow you to ramp up as needed to assist with your transition.

After two months if we agree this is a Good Thing™, congratulations! That’s what we’re going for and you will then be offered a full-time salaried position starting at $60,000 per year. As a salaried employee vacation benefits apply: holidays plus THREE weeks off per year. Your discretionary paid time off is earned pro rata as you go starting from your official employment hire date.

After two months as a salaried employee, the following additional benefits kick in:

  • $100 monthly fitness allowance ($1200 per year)
  • $500 per year continuing education allowance (to learn ANYTHING you want, doesn’t need to be job related; we know that curious and happy employees are the best kind)
  • $50 monthly internet/phone allowance ($600 per year)
  • QSEHRA health insurance premium reimbursement benefit of up to $5,150 per year for self-only employees ($429.17 per month) and $10,450 per year for employees with a family ($870.83 per month)
  • SIMPLE IRA 100% match of up to 3% of salary (3% of $60,000 is $1800)

Cash value of these benefits maxed out: $1200 + $500 + $600 + $5150 + $1800 = $9250

Total compensation adds up to $69,250 + 3 weeks paid vacation.

Requirements and Applying

Again, you need to have some sort of transformational and/or business coaching experience to be considered. Please do not apply if you don’t have that.

Have that sort of background? Great! The next step is to watch this video:


And that was it.

Frankly, Morgan and I had no idea what to expect by way of response to our posting.

We knew we wouldn’t have the flood of dry resumes & generic cover letter like last time, but would the hard requirement of being a coach, PLUS having to make a video, be too high a bar for anyone to bother?

Turns out we had nothing to fear.  Over the 28 days we left our posting up we got 110 responses, most every one of which came with a thoughtful, heartfelt video introduction.

It was a lot to watch through, but it turns out video intros do indeed provide a MUCH clearer signal by which to make the right choice.

We’ve made that choice and she’s been training up with us and doing great.  I’m excited to introduce the CA community to her, stay tuned!

Linking Shared to Files from Session Notes and Worksheets

This feature’s not a big deal, but can be kind of nice.

When sharing written materials or giving assignments to clients, it’s often handy to reference certain files or other media as part of the content.

For a long time, CoachAccountable has supported embedding videos and other media right into your Worksheets and other documents.  (In fact, if you’re curious about THIS topic go check out THAT first… because that’s what you’ll probably want 90% of the time!)

But SOMETIMES the thing you want to reference is a file that just doesn’t lend itself to embedding (like a spreadsheet, or PDF), and OFTEN, that something is a file that you’ve shared with them (be it from your Library, as part of a Course, or even just as a one-off).

For those cases, it’s workable (but admittedly kind of clunky) to say “Please go find such-and-such file in your Files tab…”  Better instead to have a button that takes your clients right to the file you want them to access, and have it open right there with no need to jump away from the Worksheet/Whiteboard/etc. at hand.

Linking to a shared file is super easy.  Just like for embedding videos and other media, click the “Embed Media” button on the WYSIWYG toolbar:

Embed button on the WYSIWYG toolbar

The one you seek is the 4th in from the right!

In the pop up that appears, choose the 3rd option, “Link to an already-shared File”:

Inserting Link to Already Shared File

It’s vital to make sure the title matches that of a file already shared!

Linking to files is done by title of the file.  Though you can freely type one in, the system will offer suggestions of files you might wish to link to.  When composing on a specific client’s Client Page, these will be the very files that are already shared with that client.  When composing within your Library, these will be the Library Files that you have.

As the cautionary red text states, you must link to a file that matches the name of one already shared, otherwise it will be a broken link.  Thanks to the suggestions this is easy to get right when on a Client Page.  However if you’re linking to some file within a template from your Library, (say a Worksheet Template that’s not yet assigned to any specific client), you’ll need to make certain that that file will have already been shared with a given client by the time that client sees that template.

Once you’ve chosen a file and customized the button text however you like ([fileTitle] is a magic tag that works just as you’d expect it), your embed will be inserted as a button:

Worksheet with Link to File

Clicking the button is a shortcut to going to the Files tab, finding the right file, and double clicking it. Nice!

And that’s all there is to it!  When your client clicks on that button, it’ll bring up the file as usual (provided that file exists in their Files tab).  This button will even work from an email: clicking will bring them to the system (having them log in as needed) and bring up the file once in.

Linking to files as a media embed works not just in Worksheets, but anything you compose using the WYSIWYG, including:

  • Session Notes
  • Whiteboards
  • Journal Entries
  • Client Messages

Like I said above this feature’s not a big deal, but can nevertheless enable a nice bit of seamless interaction that makes your clients’ experience that much more elegant.  Enjoy!

Scheduling With Your Coaches Based on Who’s Available

Offerings allow new or established clients to schedule themselves for an appointment with a member of your team.  Usually a given Offering entails scheduling with a specific coach, BUT what if you’ve got a collection of coaches, and the “who to book with” part of the equation is really a matter of whomever is available at the desired time?

For example, say Alice is available on Mondays and Bob is available on Tuesdays: what we’d really like is for our clients to be able to pick whichever time works for them on Mondays OR Tuesdays.

In another example, a certain school of business growth encourages teams to utilize a “round robin” strategy for assigning initial coaching calls for prospective clients. This allows all enrollment coaches (or, in other words, sales folks) to have a balanced volume of conversions.

To address these scenarios and others, you can now configure your Offerings to have multiple coaches be considered for scheduling purposes.  Let’s see how this works!

Multi-Coach Scheduling for Offerings

Setting this up is a matter of configuring the Appointment component of your Offering.

When configuring this, you usually just pick a coach / Appointment Type combination, and the system does the rest.

By clicking the “Allow other coaches for availability” checkbox you can choose other coaches who should be considered as available for this Offering Appointment.

When you indicate other coaches, the appointment time options that your clients are presented with will be the union of availability options from each of the coaches you’ve indicated.

Configure Multiple Coaches for an Offering Appointment

This may LOOK like a lot to setup, but the bulk is to do with how CA should choose which coach when a multitude are available!

Check out the note indicated with a star: when you choose to let other coaches be considered for scheduling based on their availability, it MIGHT be the case that those coaches ALSO have an Appointment Type of the same name.  When they do, that coach’s Appointment Type (of the same name) dictates settings that are pertinent to that coach, such as weekly availability, padding, cancellation rules.  Each coach can set those preferences in Settings >> Appointment Config >> Appointment Types.

Once you’ve chosen your coaches, you’ve got a number of settings to govern WHICH coach should be scheduled when more than one happen to be free for a chosen time.

You can opt to default to the main coach indicated in the “With whom and which type?” option, a good choice if you’ve got a head coach or perhaps the others are still in training.  The “Prefer whomever has fewer appointments…” rules work nicely to spread out appointments over a day/week/month to avoid overwhelm and schedule saturation.

These rules are applied one by one, in order, until a clear winner is revealed.  As you can see, if it’s completely a tie per each of the rules you pick, the system will choose randomly from the remaining candidates.

Beyond those rules, you can set your preferences for defining more precisely what “fewer appointments” means.

Factoring in duration is often a preferable way to determine what’s considered a full schedule.  For example, if Jaclyn has four 15-minute appointments scheduled, and Morgan has three 60-minute appointments scheduled for the same day, we’d consider Morgan busier (3 hours versus 1) and thus we’d want Jaclyn to be the one to receive a new client appointment.

Finally, note the “Booking caption” setting towards the top:

Booking caption for a Multi-coach Offering Appointment

Generally [coachName] is a nice magic tag to use, but because it could be someone other than the coach indicated in the “With whom and which type?” option just above, you’ll want to replace that with something more generic when it could be one of several coaches. “Our Team” or your company name might be good choices. We’ve replaced it with “CoachAccountable Support” in this example.

Additional Considerations for Multi-Coach Scheduling

Continue down to the Welcome Message tab, and you’ll see [coachFirstName] as an available tag. That will automatically fill in the name of the coach with whom the appointment has been scheduled.

You’ll see the same in the Confirmation Email, which will show as if sent by that scheduled-with coach. The coach will also receive an email with the appointment’s details, and as usual will see the appointment show up in any synced calendars. Visit the Team Dashboard to see all scheduled appointments account-wide.

Round robin scheduling confirmation email

And that’s all there is to it!

Wanna see a live example of this in action?  Visit the Offering we use to let our customers schedule with our support team!

Use this new round-robin setup to expand your availability with a single Offering link, allowing coaches with different time zones or working hours to share. Here’s to helping grow your coaching business with expanded features from CoachAccountable!

Have you been hanging on to another scheduling system in order to maintain round-robin appointment distribution? See how much more it can be as set up with CoachAccountable – start your free 30-day trial today.