3 min read
Booking calls for your clients
Schedule coaching calls and practice interviews for a client you manage, straight into their portal.
- 1
Select the client
Pick the client in the People switcher.
- 2
Book a call
Choose + Book a call under Invite to portal. Pick the type — coaching call, practice interview, kickoff or closing — and a date and time. Calls default to 45 minutes.
- 3
Where it shows
The call appears on your Coach Portal calendar and dashboard, and in the client's portal Calls tab. Practice interviews also appear in their Practice tab.
- 4
Cancel if needed
Cancel a booked call from the same list. Completed calls move into your call history.
Tips
- You can only book for clients you manage.
- Check the call type before saving — practice interviews also show in the Practice tab.