Support Center

Log a Call

Last Updated: Apr 19, 2017 01:48PM CDT
  1. Click Coaching Programs from the top navigation menu.


 
  1. Click on your desired client.  
 
  1. Click Call Logs, located in the left panel.  


 
  1. Click + New, located at the top right of the call log.


 
  1. Select the contact type from the drop-down menu, located in the top left corner.


 
  1. Complete all mandatory fields, indicated by the red line:
    1. Call Log Name (e.g., Call for 3/1/2017)
    2. Call Start Time and Call End Time
    3. Next Session (select date)   
 
  1. Click Save, located at the top of the screen.

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