Change the status of an engagement
Every new engagement will have its status as “draft” till you change it. Draft enagements are not visible to the clients which you appointed to the engagement programs.
Schedule a session with your client
Learn the different ways of scheduling your program sessions with your clients.
Create a new program
To create an program, go to the engagement management page in the left side menu. Select the engagement you want to create the program for. Then scroll to the bottom of the page and click on the “Add Program” button.
Create your first engagement
To create an engagement, go to the engagement management page in the left side menu, click on the “+Create Engagement” button.
Add a client to MyBlueprints
You can add and invite clients to join MyBlueprints. You then can add those clients to your coaching programs and they will have automatically access to all program and session information.