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.
Open in CoachSheetsSign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Create a clearly named test client using an email address you control.
Send a short interactive worksheet to that test client.
Open the delivered magic link on your phone or in a private browser window. Complete any requested email verification.
Answer the questions and submit. Return to the coach workspace to review the submission.
How you know it worked
You can see both the mobile worksheet and the submitted answers in the coach workspace.
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
A test client uses an active-client slot. Archive it when finished. Do not use a real client’s link as a demonstration.
How do I review a completed worksheet?
Read the original response, add context if needed, and explicitly mark your review complete.