How do I add a client and choose their delivery channel?
Store the contact details for the channel your client actually uses.
Open in CoachSheetsBefore you start
Sign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open Clients and choose Add New Client.
Enter Full Name and Email Address.
For WhatsApp or SMS, enter the appropriate country code and phone number in that channel’s fields.
Choose Preferred Delivery Method and save the client.
How you know it worked
The new client is available when selecting worksheet recipients.
If something looks different
Available phone channels may vary by territory. A default channel does not replace missing contact details.
How do I send my first worksheet?
Choose one useful exercise, send a secure link, then review the response before deciding what comes next.