3 min read

Reviewing client applications

Approve or decline people who apply to be your client, and add them to your People switcher.

1. 1

   Find waiting applications

   Your Coach Portal lists Client applications, and the dashboard's Waiting for review card shows how many are pending.

2. 2

   Read the request

   Each application shows the applicant's name, goals, target role and background.

3. 3

   Approve

   Approving adds the person to your People switcher with a copy of their saved intake, ready to work on.

4. 4

   Decline

   Declining closes the request. The applicant sees the decision under Your coach applications.