What would you like to do?
Small steps. Clear answers. Better work between sessions.
Send your first worksheet
From choosing an exercise to receiving a response.
02Prepare for a session
Bring recent client work into the conversation.
03Fix a delivery problem
Find out where the worksheet link went.
Find your next step
52 guidesHow do I send my first worksheet?
Choose one useful exercise, send a secure link, then review the response before deciding what comes next.
Read guide How-toHow 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.
Read guide How-toWhat should I check on the dashboard each day?
Start with work that needs a decision: submitted answers, upcoming sessions, and clients waiting for follow-up.
Read guide Choose an approachWorksheet, workbook, bundle, program, or package?
Choose the format around how your client should work, rather than how much material you have.
Read guide How-toHow do I add a client and choose their delivery channel?
Store the contact details for the channel your client actually uses.
Read guide How-toHow do I import several clients from a CSV?
Import a CSV, then check the imported records before sending work.
Read guide How-toHow do I change a client’s email or phone number?
Update the client profile and check the intended channel before sending again.
Read guide How-toHow do I archive a client?
Archiving removes a client from the active list while retaining their history. It is different from permanently deleting data.
Read guide How-toWhere do I find a client’s work, notes, and sessions together?
The client profile keeps the relationship in context so you can read the thread before choosing another action.
Read guide How-toHow do I choose and personalize a library template?
Start with a relevant template and adapt its wording to the client’s situation.
Read guide How-toHow do I build a worksheet from scratch?
Build a short exercise around one clear coaching question, then preview it on mobile.
Read guide How-toHow do I add or rearrange an interactive exercise?
Use the builder’s blocks to make the exercise easier to answer, not just more decorative.
Read guide How-toHow do I use AI to draft a worksheet?
Give AI a specific coaching goal, then review and edit its draft before using it with a client.
Read guide How-toHow do I import a PDF and fix the converted draft?
PDF import creates editable drafts. Check the conversion before adding them to your library.
Read guide How-toHow do I create a workbook with chapters?
Use a workbook when the client needs a connected set of chapters.
Read guide How-toHow do I group worksheets into a bundle?
A bundle groups related worksheets so you can choose them together.
Read guide How-toHow do I adapt a signature package for a client?
Review the included deliverables and delivery choices before deploying a package.
Read guide How-toHow do I send by email or WhatsApp?
Choose a delivery method backed by the client’s saved contact details.
Read guide How-toHow do I schedule a worksheet for later?
A scheduled send holds one assignment until the selected time. The due date is a separate deadline for completion.
Read guide How-toHow do I send to several clients or a group?
Select multiple recipients, then review delivery details for everyone before sending.
Read guide Choose an approachWhat 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.
Read guide TroubleshootingMy client says nothing arrived. What should I check?
Start with the assignment’s Delivery Log so you do not send duplicates while diagnosing the problem.
Read guide TroubleshootingWhy did a WhatsApp assignment arrive by email?
CoachSheets can use email when it cannot send through WhatsApp. Delivery Log records the channel and reason.
Read guide TroubleshootingWhat if a client cannot open their worksheet link?
Use the original private link and complete any required verification. Do not share another client’s link as a workaround.
Read guide How-toHow do I send a one-off nudge?
Use a nudge for an unanswered worksheet after checking that another reminder is not already on its way.
Read guide How-toHow do I choose when automatic reminders go out?
Set practice defaults for when to begin nudging, how often to repeat, and when to stop.
Read guide How-toHow do I change reminders for one client?
Use the client’s reminder settings when the practice default does not suit that person.
Read guide How-toHow do I stop reminders?
Disable the relevant reminder policy when nudges are no longer appropriate. Completed worksheets no longer need completion reminders.
Read guide How-toHow do I send the same reflection repeatedly?
Use a recurring assignment for the same worksheet on a repeating schedule.
Read guide How-toHow do I enroll a client in a multi-week program?
A program releases a sequence of worksheets relative to enrollment. Review the sequence before enrolling.
Read guide How-toHow do I check the next send in a program?
Open the enrollment journey to see what has happened and what comes next.
Read guide How-toHow do I review a completed worksheet?
Read the original response, add context if needed, and explicitly mark your review complete.
Read guide How-toWhere do I find the AI summary and original answers?
Use the assignment’s answers and insights together. A summary helps you prepare but can omit or misinterpret details.
Read guide How-toHow do I comment, and can the client reply?
Keep feedback on the worksheet so the conversation stays attached to the response.
Read guide How-toHow do I use a next-worksheet recommendation?
Treat a recommendation as an option to review, not an instruction to send automatically.
Read guide How-toHow 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.
Read guide How-toHow do I automatically send before and after a session?
Set separate preparation and recap rules tied to sessions. Each rule needs a worksheet and a supported timing choice.
Read guide How-toHow do practice and client session settings work together?
Practice automations supply defaults. A client’s session settings let you adapt preparation and recap for that relationship.
Read guide How-toWhat happens when a session is moved or cancelled?
Unsent session work is reconciled with session changes. Already sent records remain part of the client history.
Read guide How-toWhat can Conductor help with?
Ask focused questions about coaching work and review proposed actions before confirming them.
Read guide How-toHow do I turn AI off for my team?
The team setting controls AI recommendations and summaries for the workspace.
Read guide How-toHow do I record a metric and set a target?
Choose a measure that means something to the client and record it consistently.
Read guide Choose an approachWhat do completion rates and activity reports tell me?
They describe recorded worksheet activity, not the whole quality or impact of coaching.
Read guide How-toHow do I collect stakeholder feedback?
Create a feedback campaign for a client and review responses in its report.
Read guide How-toHow do I connect my calendar or scheduling tool?
Connect a supported provider in Settings so session information can reach CoachSheets.
Read guide TroubleshootingWhy is a booked session missing or linked incorrectly?
Check the connection, event details, and client contact information before creating a duplicate.
Read guide How-toHow do I connect another tool using an API token?
Use a token for an integration that can call the CoachSheets API. A token alone does not create an automation.
Read guide How-toHow do I invite another coach and choose permissions?
Give each teammate their own access and only the permissions their work requires.
Read guide How-toHow do I protect my account and client links?
Account two-factor authentication and client link verification protect different entry points.
Read guide How-toHow do I change plans or cancel?
Manage your subscription in Billing and check the active-client capacity before choosing a different plan.
Read guide How-toWhere do I update payment details and download invoices?
Payment management and invoice downloads are in separate settings areas.
Read guide How-toHow do I export or permanently delete client data?
The client export downloads worksheet timeline data. Archiving retains history; it is not permanent deletion.
Read guide