Client documents

by Calisto
Client documents

Client Documents

Upload and manage documents per client.

Clients

ClientEmailTrainer
Cedar Groveleila.haddad@example.comAmara Okafor
Atlas Freighttomas.novak@example.comDiego Reyes
Lantern Worksyuki.tanaka@example.comPriya Sharma
Northwind Tradingsofia.moreau@example.comNoah Bergman
Harbour & Coamara.okafor@example.comLeila Haddad
Meridian Labsdiego.reyes@example.comTomas Novak

Live preview of the extension · Sample data

Preview full screen

Screenshots

About this extension

Per-client document filing cabinet, choose a coaching client to view their Box-backed documents.

What this sets up

  • Client Documents3 blocks

Details

Today appCoaching & TrainingDay to dayWorks with every catalog

Reviews

No reviews yet. The first one will show up here.

More like this

See all →
Session history

Coaching member session history, table of past and upcoming sessions with trainer.

Included
Coaching

Coaching member portal home, welcome summary with active programs, goal progress, and upcoming session.

Included
My forms

Member-facing coaching forms list.

Included
Form fill

Form fill screen, ready to install and edit.

Included
Included with your plan
on your plan