Adding a new case
There are two ways you can add a case in Coachspect:
- by enrolling an existing member into a new coaching program,
- or adding a brand new member record and enrolling them into a coaching program.
For an existing member
Check if the member you want to create a case for isn't already on the “awaiting enrollment” list.
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Search unenrolled cases by member's name, phone number, email address, or client. Then click on the member's name.
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Enrolling a member into a coaching program will add the case to the “All your cases” list.
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For a new member
Click on “Add case…” on the “All your cases” page.
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To avoid adding duplicate records for the same member, Coachspect will alert you if the name or email match any of the existing member records.
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To continue adding a new member, fill out the form and click on “Add case” at the bottom of the page.
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