When I was taking my coaching classes at PCCI, the questions that seemed to pop up most, about the nuts and bolts of a coaching practice, were in regards to the client onboarding process. This important step toward serving a new client seemed burdensome, not only for...
Some people, after activating the chat feature on their portal site, decide they don’t want to use it after all. If that happens, feel free to reach out via the contact page and we’ll be happy to deactivate it for you.
One important note: You can create a new portal at any time. However, you are not able to assign a portal to a client until that client accepts their invitation to join your portal site.
