Welcome

Welcome to the Private Client Access Area

Welcome! As a client, you have privileged access to certain information, resources, and tools that will support you within the coaching process.  This Private Client Access Area will give you access to various forms and documents that we will utilize 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:

 

* Access my calendar to view, schedule or reschedule appointments
 
* 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 
 

* Access my Bio Tab for my Bio, Affirming Quotes, Moe's Mindset and my Certified Professional Coach (CPC) Certificate

 *Access my Testimonials Tab for my testimonials

* Access my Coaching Model Tabs for my 4 D's Coaching Model (Dream/Dare/Do/Dance) and My Power Tool (Procrastination Versue Proactivity)

 

 FIRST VISIT

 
ARE YOU ARE 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.

 

 ARE YOU INTERESTED IN COACHING? 
If you are requesting a FREE INITIAL CONSULTATION, please register as a new client, using the Register link to your right. Once you have registered, I will need to activate your client access. This process could take up to 48 hours, so thank you for your patience. An activation email will be sent to you. After you receive your activation email, follow the steps in the NEXT VISIT FOLLOWING ACTIVATION area below and fill out the Discovery Form. Please understand any information is extremely confidential and never shared.

 

NEXT VISIT FOLLOWING ACTIVATION

 

Click Login to enter your username and password.

  1. Click the FORMS tab to access and complete the Client Profile, Discovery, and Goals.
  2. Click on the Agreement Sub-Menu and review our coaching agreement. Please print this and provide me with a signed copy prior to our first session together.
  3. Click Calendar to schedule your appointments.
  4. Payments can be made or arranged once we have discussed your services.


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.  Benefit:  maximize the effectiveness of our time together.
  • Access to the Calendar – at any time you can review the calendar for upcoming appointments and/or reschedule appointments.  I’ll be notified immediately if any changes are made to existing appointments, so help yourself if you need to change any appointment information. Benefit:  no email tag/phone tag to move appointment dates/times.
  • Update Forms – at anytime during our coaching process you can update your information on any of the forms within the system.  Benefit: I, as your coach, will always have the latest information to fully support you in achieving your goals.

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.


OTHER TOOLS ACCESSIBLE BY YOU:

  • Use the client log tool, MYLogs, to journal and interact with me, your coach
  • Access any Archived Newsletters within the Newsletters link above

 

For any customer service questions or concerns, please contact Mary Pat Glynn, Customer Service Manager at marypatglynn@gmail.com   

 

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