Cases

• Adding a new case

• Editing case information

• Sticky notes

• Logging biometrics reviews

• Preventing duplicate cases

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Messages

• Unread messages

• Sending or responding to messages

• Managing coaching sessions

• Adding Session Notes to Messages

• Auto Follow-Up Messaging

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Schedule (Tasks)

• Managing tasks

• Follow up with members

• Notify member about upcoming appointments

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Sessions

• Managing coaching sessions

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Updates

• New in Coachspect: January 2025

• New in Coachspect: February 2025

• New in Coachspect: May 2025

• New in Coachspect: June 2025

• New in Coachspect: August 2025

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