Contacts are individuals who are part of your coaching practice. They can be past clients, current clients, prospective customers

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You can use contacts to build your emailing list and market you services.

Contacts can either be added manually by you, or will be captured automatically when someone books a session through your Showcase page. You can also mark a contact as a prospect, and track their conversion from prospective client to client right on your Simply.Coach account.

With Contacts, you can:

  • Schedule meetings with them

  • Make private notes

  • Assign actions

  • View all your interactions with them in a single Timeline

  • And, of course, create an engagement with them!


Delve in: How to add a contact

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