3 min read

Managing clients with the People switcher

Approved coaches keep a separate intake, documents, stories and calls for every client.

1. 1

   Open the switcher

   Approved coaches see a People switcher at the top of the menu.

2. 2

   Add a person

   Choose Add person and enter the client's name, or approve a client application to add them automatically with their saved intake.

3. 3

   Switch before you work

   Every tool — intake, generations, stories, documents and practice — uses the selected person.

4. 4

   Invite and book

   Under the selected client, use Invite to portal to give them their own sign-in, and + Book a call to schedule calls that appear in their portal.

5. 5

   Data stays separate

   One client's information never appears in another client's work.