You can send congratulatory notes to your coachees through Goal Tracking at any time on your own or when being reminded about their achievements.
As a coach, you will be able to send congratulatory or motivational notes to coachees who are actively working with you and have shared their Goal Tracking with you. Any congratulatory notes you wrote to your coachees will be sent via email and displayed on their Goal Tracking dashboard. For instance:
There are two ways to send a congratulatory note at any time.
- Option 1: Go to the CRM section on your Coach Dashboard, and click on Send a Note next to the respective coachee name.
- Option 2: Go to the CRM section on your Coach Dashboard, and then click Review next to the respective coachee name. You will then land at a specific coachee's Goal Tracking tool. Click on the orange button SEND MOTIVATIONAL QUOTE. Or,
From there, you can then type in your notes in the next pop-up modal. Click on SAVE and then your coaches will receive your note via email and the note will be displayed on their Goal Tracking dashboard.
You can also send a congratulatory note when you receive a reminder email from AceUp. AceUp will notify you when your coachees whom you have permissions to view their Goal Tracking have made achievements towards their Goals, including adding an Insight, creating a Goal, achieving a Goal, and adding an Insight. You can click on the button included in the email and it will bring you to the same screen as above where you can write in the note.
Still Need Help?
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