WELCOME TO THE CLIENT'S ONLY AREA
To Access the Client's Only Area:
Click "Register Now" to create your login and password. Be sure to hit the "Save" button whenever entering data on this site.Note: Once you have registered, I will need to activate you as a client. This process could take up to 48 hours.
1. Click "Login" to enter your username and password. If you do not login, you won't have access to all of the features.
2. Click the FORMS tab to access and fill-in the client forms: client profile, goals, and discovery.
3. Click "Calendar" to schedule your appointments.
1. You will receive an e-mail reminder from the system for your scheduled appointments that will include a link for you to complete your call strategy form.
2. Whenever you have a scheduled appointment, you can fill out the call strategy form under the FORMS tab. You do not need to wait until you get the reminder.
3. You can update your goals form anytime.
4. I'll receive an e-mail from the system anytime you fill out a form and click "Save".
5. Be sure to click the "Save" tab when you input information into a form or it will not capture the data.
1. Check out the "Documents" available to you under the Forms Tab
2. Discover helpful "Resources" within the Resources link above
3. Access any Archived Newsletters within the "Newsletters" link above