FAQ

 

 

ACCESSING THE PRIVATE CLIENT AREA

What is the "Register Now" link and when would I use it?

If you are interested in becoming a client or beginning the coaching process, you can create your own account to access the private client area.  When you "register" I will be notified that your account has been created and will need to activate your account. This could take up to 24 hours.

How do I access your private client area and how do I log in?

Click on the Login link in the navigational menu of the website. Then enter the username and password that has been assigned to you. Don't have login information yet?  Contact me so we can get an account created for you.

I have a password that I use for most of my on-line accounts.  Can I change the password you assigned to me?

Yes. You will need to log in initially using the password I assigned to you. Once you log in, you can change your password at any time in your Client Profile page, that you find under the FORMS tab.

What if I forget or lose my password and login information?

If you simply forgot your password, you can still go to the Login page by clicking the Login link. Click on the blue link "forgot password" to the right of the "Login" button and, in the new "Forgot Password" window, enter your username and click on the "Continue" button. You will receive an email shortly with your password included.

If you misplaced both your username and password, contact me and I will forward you your information.

I’m trying to log in, but it will not accept my username or password, what do I do?

Remember that the login information is case sensitive, so enter it exactly like it was given to you. Also, type in your login credentials and DO NOT copy/paste it, as this procedure can include empty spaces, which count in a password, thus rendering incorrect. Again, if you do not remember your login credentials, you can contact me via email and I'll forward them to you.

FORMS, DOCUMENTS AND RESOURCES AVAILABLE

What makes up a "Welcome Packet" and what do I do with this?

A welcome packet consists of some basic forms, documents and resources that will help to get us started in the coaching process. By completing the information in the welcome packet, you are providing me with some helpful information, so that I know best how to support you, guide you and work together with you. It includes a "Client Profile" form, a "Goals" form and also a "Discovery" form.  You will also find our coaching agreement located in this packet. It is customary for you to complete these items prior to our initial coaching session together.

SCHEDULING/RESCHEDULING APPOINTMENTS

What if I need to reschedule my appointment?

It's easy. With at least a 24 hour notice, you can reschedule any appointment by using the online calendar system. Just complete the following steps:

  1. Log into your Private Client Website Area.
  2. Click on the Calendar Menu.
  3. Locate and click on the desired block of “Available” time (or if you already have an existing appointment, click on the title of your existing appointment that you wish to reschedule)
  4. Click on the "edit" button and change the details of the appointment to correspond with an "Available" block of time.
  5. The calendar will update itself, you'll see your new appointment reflected and I will receive an email notification letting me know of the change.

 

SECURITY & CONFIDENTIALITY

Is this client center and my data secured and safe?

Yes! In fact, there are 3 levels of security: provided to keep your data safe and confidential:  

  1. Username and password protected;
  2. Verisign Security Certificate protects your data on this site; 
  3. Secured pages (https://)

Is my information confidential?

Yes. This site is protected by a username/password system. You are the only one that has access to your information.

 

What methods of payment do you accept?

Check, Cash, Credit Card (which includes PayPal).

  • To pay by Check: simply use the "remit to" address located to the right in the body of the invoice you’ll receive monthly from my practice.
  • To pay by Credit Card or PayPal: when you receive your monthly invoice, click on the link at the bottom of the invoice to log into the private client area and click on the Payments Menu. Here you can either enter your credit card number or Pay Pal information and my system will automatically (and securely) process your payment.