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Private Client Access Area

This is the site for clients or potential clients who want to work with me.


If you are simply looking for my website go to silverrivercoaching.com


Welcome

As a client, you have privileged access to certain information, resources, and tools that we will use to support you within the coaching process.  This “private client area” will give you access to various forms and documents that we will be utilizing during our coaching sessions. These resources will help ensure that you get the most from your coaching experience.  To get started, please refer to the information detailed below…

 In this secured, confidential site, you will be able to:

  • Record and check progress on your goals
  • Prepare for each coaching session
  • Evaluate your coaching experience
  • Review the terms in the coaching agreement
  • Monitor payments


 First Visit

Are you a new client?


You will receive an email from me with your username and password. Proceed to the NEXT VISIT FOLLOWING ACTIVATION area below and follow the instructions in the email.


Next visit following Activation

1. Click "Login" to enter your username and password.

2. Click on the "Forms" Menu to access and complete the Welcome Packet Forms: Client Profile, Discovery and Goals.

3. Click on the "Agreement" Menu and review our coaching agreement. Please print this for your records.

4. Payments can be made online through my secure payment processing option.

 

Ongoing Visits

Access to the Call Strategy Form 

The day before each coaching appointment, you will receive an email reminder.  At the bottom of this reminder will be a link for you to access and complete the call strategy form.  This not mandatory.  Use it if you find it helpful as it can help to maximize the effectiveness of our time together.

 

Access the Calendar

At any time you can review the calendar for upcoming appointments, however, do not use this to reschedule appointments.  Please email me if you need to reschedule.    


Update Forms

At any time during our coaching process you can update your information on any of the forms within the system.  

 

NOTE:  be sure to click on the “Save” buttons when you enter or update any information on the forms so the system captures your data.