How do I build a worksheet from scratch?
Build a short exercise around one clear coaching question, then preview it on mobile.
Open in CoachSheetsBefore you start
Sign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open the worksheet creation screen.
Add a title and a short instruction explaining what the client should do.
Add question or interactive exercise blocks and edit their prompts.
Check the Mobile preview, then Save worksheet.
How you know it worked
The saved worksheet can be selected in Send Worksheet.
How can I try the client experience?
Use a test client with your own contact details to follow the complete experience before involving a real client.