Support Center

Initiate Requests

Last Updated: Apr 19, 2017 02:18PM CDT
  1. Click Coaching Programs, located in the top navigation menu.

  1. Click on your desired client name.
  1. Click Requests from left panel filter.

  1. Click + New, located at the top right of the Requests section.

  1. Select the request type from the Create Request drop-down.  

  1. Complete the required fields indicated by the red line:
    • Request Name (e.g., Annie Agent - Hold)
    • Request Reason (e.g., Hold Client)
    • Start and End Dates (not required with a hold)
  1. Click Save.

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