Private Client Area FAQ
CLIENT AREA 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:
- Username and password protected;
- A Verisign Security Certificate protects your data on this site;
- Secured web pages using (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.
Can I contact you in-between our scheduled coaching sessions?
Yes! In the event that you would like support on something that comes up in between our meetings, you can post an inquiry to the Client Log area of your Private Client Area and we can have "just in time" coaching.
ACCESSING THE PRIVATE CLIENT AREA
How do I access the 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 on your Client Profile page, that you'll 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.
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.
What if I need to reschedule my appointment?
It's easy. With at least a 48 hour notice, you can reschedule any appointment by using the online calendar system. Just complete the following steps:
- Log into your Private Client Website Area.
- Click on the Calendar Menu.
- 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)
- Click on the "edit" button and change the details of the appointment to correspond with an "Available" block of time.
- 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.
PAYING FOR THE COACHING SERVICES
How do I easily make my payments for my coaching services?
Depending on the type of payment plan you choose you'll receive an invoice from me letting you know the amount committed to for that period. To make a payment you can (1) mail a check to the remit to name and address located right on the invoice, or (2) log in to your Private Client Area and click on the Payments Menu where you'll see any outstanding balances due at that time.
What are the various methods of payment I can use to pay for my coaching services?
I accept Checks or Credit Card payments.
- To pay by Credit Card processed through PayPal.com: when you receive your monthly invoice, just 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 login to your PayPal account (or just enter your credit card information if you don't have a PayPal account) and my system will automatically (and securely) process your payment.
NO REGRETS GUARANTEE
How do I take you up on the "NO REGRETS" Guarantee?
It’s simple. Sign up for the coaching program of your choice and simply begin with the first step. If at any time, you get stuck, confused or have a question, write it down. If at any time, you feel overwhelmed or like you may have made a bad decision, write it down. Bring it to the next group coaching call or personal coaching call if it feels like a more private matter.
You can email me directly at JW (at) ChainReactionsMarketing.com and I will respond within 24 business hours to understand exactly where and why you are stuck, then help you move forward with clarity, confidence and a renewed feeling of inspiration that your business and your life are, indeed, within your power to change for the better.
If you have any other questions not covered here, please don't hesitate to ask using my contact information provided below.