How do I check the next send in a program?
Open the enrollment journey to see what has happened and what comes next.
Open in CoachSheetsBefore you start
Sign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open Assignments and look for Active Pathways, or open program enrollments.
Choose the client’s program and open Journey Hub.
Review completed steps and the next scheduled send.
Open individual assignment records when you need delivery or response details.
How you know it worked
You can distinguish the next program step from a reminder for an earlier step.
How do I prepare for a session using recent work?
Start with the client timeline, then turn recent responses into a small set of questions for the session.