How do I send to several clients or a group?
Select multiple recipients, then review delivery details for everyone before sending.
Open in CoachSheetsBefore you start
Sign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open Send Worksheet.
Select the clients or choose a group.
Choose the worksheet and check the delivery method for each recipient.
Resolve missing contact details or channel choices and confirm the send.
How you know it worked
Each recipient has work tracked against their own client record.
If something looks different
A group selection does not ensure every member has valid contact details. Check individual delivery records.
What do scheduled, sent, delivered, opened, and completed mean?
Delivery and completion answer different questions. A message can be sent without the client having read or answered it.