You can create a coaching dashboard, and display unique information per coaching client. You’ll be providing a personalized experience for them, all the while making it easier on you.
1. How To Create Your Coaching Client Section
Main Course with Customization Through Private Notes (Recommended)
Step 1: Use the AccessAlly Offerings wizard to set up a course.
- Most coaching clients use the Drip Release Course template to get started
- The content you add to your course will be foundational content that is the same for every coaching client
- We’ll cover opportunities to customize for each client below.
Pro-tip: If you want clients to see their coaching course on the dashboard page, use icons when you setup your course using the Offerings wizard.
2. Customize The Coaching Dashboard Page
You can use a series of AccessAlly shortcodes to customize the coaching client dashboard page with their name, profile photo, or any other piece of information that you’ve collected through their profile.
- [accessally_user_firstname] – To insert the client’s first name
- [accessally_profile_image] – To show their profile image (and allow them to edit/upload a new one)
3. Use Private Notes to Handle Individual Content
Now this is where most of the coaching client-specific magic happens, using AccessAlly Pro’s ProgressAlly Private Notes.
There are a few different types of Private Notes, but the main one you’ll want to use to drop content for individual coaching clients onto your page is the “Admin Initiated Note”.
Add private notes to each page of your coaching course.
From there you can use the Shortcode adder or block adder to insert each of the Private Notes into your page.
To customize a note for each coaching participant, go to: ProgressAlly > Private Notes and start submitting content for each coaching client.
The sky is the limit here. You could upload things for each client like contracts or other files, downloads, or videos that you record just for them.
You can also set up more “Question and Answer” type Private Notes, where you’ll receive an email from your client and be able to login and answer them directly. This creates a nice trail of correspondence that you can follow for each client, all in one place.
You’ll find more ideals for creating this type of coaching portal in this blog post.