Add a Client Phase Planning Feature with Calendar Integration for Better Progress Tracking
under review
Kane Sivesind
I wish there was a feature where I could plan the phases of my clients. It's like having excel sheet inside each client data where the phases are all planned out for the next weeks. Since CC has a calendar view, maybe we can use this same feature for another purpose. It will help me as a coach have an instant view of where my clients are in their journeys.
Maybe the best location to put it is under the vault. The notes are helpful, but having a visual aid of where my client is would be a big help!
Dana Cushing
I like this! Maybe this could be something similar to my request to add coaching notes to the calendar that are not visible to the client.
K
Kristina
Dana Cushing like a roadmap for the client? Like project management but for the client. That would be very useful to see from the birds eye perspective their journey
Dana Cushing
Kristina yes! Let the clients be able to add and see what they have going on for the month…
I alwayI always give them a heads up on Friday that measurements are due on Sunday, but it would be nice if they could see ahead of time.
II would would also like to be able to mark things on their calendar that they cannot see.
If they have a birthday coming up. Maybe their contract is coming to an end in five weeks. 🙂
Things like that.
K
Kristina
Dana Cushing yes! maybe a simple checkmark on the task in the calendar to be - show/don't show/coach note
Dana Cushing
Kristina yes!!🥳�
Kane Sivesind
marked this post as
under review