keypuzzlePrivate Client Access Areakey


Welcome...  As a client, you have privileged access to specific information, resources, and tools that we will use to support you within the coaching process.  This “private client area” will give you access to various forms and documents that we will be utilizing during our coaching sessions. These resources will help ensure that you get the most from your coaching experience.  To get started, please refer to the information detailed below.


In this secured, confidential site, you will be able to:

  • Access my calendar to view, schedule, or reschedule appointments
  • Record and check progress on your goals
  • Prepare for each coaching session
  • Evaluate your coaching experience
  • Review the terms in the coaching agreement (if applicable)
  • Monitor payments (if applicable)
  • Access Resources (articles, worksheets, other services, etc.)



    You will receive an email from me with your username and password. Proceed to the NEXT VISIT FOLLOWING ACTIVATION area below and follow the instructions in the email.

    Please register as a new client if you are requesting a FREE INITIAL CONSULTATION (using the "Register Now" link above). Once you have registered, I will need to activate your client access. This process could take up to 48 hours so thank you for your patience. The system will send an activation email to you.



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

2. Click on the "Forms" Menu to access and complete the Welcome Packet Forms: Client Profile, Assessment (if applicable), and Goals.

3. Click on the "Agreement" Menu and review our coaching agreement. Please print this for your records.  Sign and return before your Session -- if applicable.

4. Click "Calendar" to schedule your appointments within the designated block of "Available" time according to the terms of our coaching agreement.

5. You may make payments online through my secured payment processing option (if applicable).




  • Access to the Call Prep Form – the day before each coaching appointment, you will receive an email reminder.  At the bottom of this reminder will be a link for you to access and complete the call strategy form.  
    • Benefit:  maximize the effectiveness of our time together.

  • Access to the Calendar – you can review the calendar for upcoming appointments and reschedule appointments at any time.  The system will notify me immediately if any changes are made to existing meetings, so help yourself if you need to change any appointment information.  
    • Benefit:  no email tag/phone tag to move appointment dates/times.

  • Update Forms – at any time during our coaching process, you can update your information on any forms within the system.  
    • Benefit – I, as your coach, will always have the latest information to support you in achieving your goals fully.

NOTE:  be sure to click on the “Save” buttons when you enter or update any information on the forms so the system captures your data.




  • Check out the "Documents" available to you under the Forms Tab
  • Discover helpful "Resources" within the Resources link above.  
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