
Developed by coaches for coaches, Client Compass will help you save time - and earn more money. Client Compass is like having a virtual assistant - automating invoicing, managing your prospect list, and keeping track of client contact hours for billing and certification. Client Compass features a built-in, approved ICF form for tracking certification hours. Easy-to-use, and flexible enough to customize to fit your practice needs, Client Compass software helps you guide your clients and your practice toward success! With Client Compass software you can: Utilize our unique call timer which automatically tracks and records client sessions - useful for billing and for recording contact hours for certification Perform client intake and manage client sessions - import client-prepared forms, utilize our unique client checklist Carry out assessments - a built in assessment tool helps you to set goals with your clients. You can also create or import custom assessments Manage client records - record contact information, session documentation, and billing - all in one place Keep track of client appointments - the built in scheduler helps you manage your calendar - and it syncs easily and accurately with Outlook Grow your coaching practice - our unique Practice Building section includes proven business and marketing strategy planning tools that have helped thousands of coaches build their businesses Client Compass Software Premium Edition allows you to: Process credit card payments Support multiple users/computers Create multiple databases (e.g. by client group; personal, career, business or active, inactive)
Page Count:
0
Publication Date:
2005-10-01
ISBN-10:
0471773514
ISBN-13:
9780471773511
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