How do I send my first worksheet?
Choose one useful exercise, send a secure link, then review the response before deciding what comes next.
Open in CoachSheetsSign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Add your client in Clients, including a working email address.
Open Send Worksheet and select the client and worksheet.
Choose Interactive so your client can answer on their phone. Check the delivery method and optionally set a due date.
Send the assignment. If Review Methods appears, resolve the contact or channel choices and use Confirm & Send Assignment.
Open the assignment’s Delivery Log to check the send. Return to Assignments when the client submits.
How you know it worked
The assignment appears in your workspace. A send record confirms an attempt; it does not mean the client has completed it.
What your client sees
Your client opens a private magic link, completes any required email verification, answers on their phone or computer, and submits. They do not need to install an app.
If something looks different
If sending is blocked, check the client’s contact details, your permissions, and the active-client limit.
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.