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Create coaching tracker and link to client record

Create coaching tracker and link to client record

You onboard 6-week clients without a shared tracker, leaving coaches without session context. Create and attach a personalized tracker to the client record so sessions can start same day.

Create coaching tracker and link to client record

Overview

When new six-week clients are added, coaches often waste time recreating trackers and losing session prep time. This workflow creates a personalized tracker and pins the link to the client record so program coordinators and coaches have a ready workspace within minutes.

Create coaching tracker and link to client record