Have a great session today! Coach Facing - Client Session Tracker I need to: * Log client notes Log a no-show, cancellation or missed monthly session Log a B2B Progress meeting Was this a celebrity session? * Yes No Congrats on the celebrity session! Please put the email of the primary coach here so they will receive a copy of these notes! Which progress meeting was this? Progress (mid-point) Completion (End-point) Client Name (first and last, as it appears in Insightly e.g. Nicole Wood) * First Last Client Email * This email is where your client will receive a copy of their notes form you. Manager Name (first and last, as it appears in Insightly e.g. Foram Sheth) First Last Manager Email * This email is where your client will receive a copy of their notes form you. Client's Insightly BCC Email * This field must be filled out correctly in order for your session to be logged in Insightly automatically. Client type: * Personal CoachingHigherEdOutplacmentB2B Session Number: * Date of Session * If you are human, leave this field blank. Next Δ
