Hi, I´m not too sure on the client management capabilities/client portal. (I´m starting online coaching)\u000a1. what type of forms can we create\u000a2. what can the clients see\u000a3. what data do we get?\u000a4. Does it support online coaching?\u000a5. What integrations with other SWis possible?\u000aThanks a million!

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Q: Need clarification on client management possibilities

Hi, I´m not too sure on the client management capabilities/client portal. (I´m starting online coaching)
1. what type of forms can we create
2. what can the clients see
3. what data do we get?
4. Does it support online coaching?
5. What integrations with other SWis possible?
Thanks a million!

GreenbeanPLUSEdited Jan 21, 2025

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