We designed Coachmetrix so that when you click on the Participant's tile, you see almost exactly what the Participant sees. There are two additions that you have that the Participant doesn't.
- You are able to create private notes that the Participant does not have access to.
- Your Resources tab on the main navigation on the left is unique to you the Coach.
One suggestion is to create a dummy Participant in one of your Projects. Using a different email than the Coachmetrix email, add a Participant and fill it with dummy information (goals, discussions, run 4 or 5 rounds of pulse feedback, and share some resources/collections). This serves two purposes:
- You can use the dummy Participant to show clients a quick demo - so they can see what the system would look like.
- It allows you to view how a Resource or Collection will display before sending it to a Participant.