TrueCoach

How to export clients and their information

How to Export Clients

Managing Your Clients

Adding a New Client

What is the difference between remote, dual, and in-person clients?

Client Types

Need to update a Client Type setting? Here's how!

How to Edit Client Type

Client Grouping

What are they and how are they calculated?

Compliance Rates

Client Due Dates

How do I archive a client and what happens when I do?

Archived Clients

How to permanently delete a client instead of archiving

Deleting a Client

Taylor Homes

Audrey Arthaud

Cindy Liu

The Client List

Find answers and get help from Intercom Support and Community Experts

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