It outlines the steps required to ensure that all session details are accurately recorded, and that your coach service commissions are properly logged. The process you follow will depend on the outcome of the session. This guide covers the following scenarios:
Completed Sessions / Check-ins
No Shows
Early and Late Cancellations
Overview
At the end of any booked session with a client, it is essential to complete specific steps to keep accurate records on the platform. These records not only help maintain proper session logs but also ensure that any applicable commissions from your coaching services are captured. The steps you take will vary based on whether the session was completed, if the client did not show, or if the session was cancelled (either early or late).
Step-by-Step Instructions
1. Completed Sessions / Check-ins
Record Session Completion: After finishing a session, mark the session as complete in the platform.
Verify Check-in Details: Confirm that all check-in details have been accurately entered.
2. No Shows
Mark as No Show: If the client does not attend the session, update the session status to "No Show" in the system.
Document the Incident: Add any necessary comments or notes explaining the no-show occurrence.
Follow-Up Actions: Review any follow-up policies for rescheduling or cancellation fees, as applicable.
3. Early and Late Cancellations
Identify Cancellation Type: Determine whether the cancellation occurred early or late.
Update Session Status: Record the session as cancelled in the platform, specifying the type of cancellation.
Record Reason and Details: Document the reason for cancellation and any relevant details to ensure accurate records.
This video tutorial will demonstrate how to perform each of these tasks on the trainer platform.
Conclusion
Closing out a client session correctly in the HHF coaching platform is crucial for maintaining accurate records and ensuring that your service commissions are properly tracked. By following the outlined steps for completed sessions, no shows, and cancellations, you can efficiently manage your session outcomes and maintain the integrity of your records on the platform.
For additional guidance or clarification on any of these steps, please refer to the detailed procedures in the platform’s help section or contact support.