Welcome Personal Coaching Clients

INITIAL VISIT

1. Click "Login" to enter your username and password.

2. Read the Agreement (click on Review Agreement) and click to accept the agreement.  

3. Click the Forms tab to access and fill out the Profile, Initial Intake, and Goals forms. All of your information is secure and always confidential. The Profile form is straightforward and can be filled out pretty quickly; the Initial Intake and goals forms are more in-depth and require some deep thought and reflection.   Please give yourself time so that you can reflect and answer these in detail, from the heart.

ONGOING

1. You will receive an e-mail reminder from the system for your scheduled appointments that will include a link for you to complete your call strategy form-please utilize this call strategy form before each appointment.

2. Whenever you have a scheduled appointment, you can fill out the call strategy form under the FORMS tab. You do not need to wait until you get the reminder.

3. You can update, amend, or expand your goals form anytime.

4. I receive an e-mail from the system anytime you fill out a form and click "Save," so I will be kept in the loop and can respond when necessary.

5. Be sure to click the "Save" tab when you input information into a form or it will not capture the data.

6. Following our coaching session, feel free to utilize the My Logs section for homework and musings!

Thank you so much for taking the time to review this website and for completing your information. Please feel free to contact me if you have questions.

Warmly,

Shannon Kelly
617-642-2371

mshannonkelly@gmail.com