Help Center
  • My Space Overview
  • Coaching Styles Test (Heron)
  • Ethics Audit
  • ICF Deontology Compliance
  • Self-Evaluation Ritual
  • Morning Business Ritual
  • Profitability Calculator
  • Persona Generator
  • Editorial Strategy
  • AI Supervisor Coach
  • AI Business Coach
  • Priority List
  • Discovery Program
  • My Profile and Subscription
  • My Office Overview
  • Client CRM
  • Sales Pipeline
  • Email Sequences
  • Email Campaigns
  • Tag Management
  • Sessions & Calendar
  • Analytics
  • Activity Timeline
  • Upcoming Features
  • Booking and Calendar
  • Sales Pages
  • Client Portals Overview
  • Create a Client Portal
  • Journey Templates
  • Questionnaires
  • Contracts
  • Session Recaps
  • Client Tasks
  • Documents
  • Emails and Automations
  • Portal Link Management
  • Academy Overview
  • Create a Course
  • Modules and Lessons
  • Manage Students
  • Groups and B2B Sales
  • Academy Emails
  • Revenue Tracking
  • Academy Settings
  • SCORM Support (B2B)
  • Qualiopi Overview
  • The 32 Indicators Checklist
  • Evidence Management
  • Satisfaction Surveys
  • Complaint Management
  • Continuous Improvement Plan
  • Regulatory Watch
  • Subcontracting Management
  • Audit Export
Help Center
My Office

My Office

Business management, client CRM and activity tracking

My Office Overview

Discover your complete business management space.

Client CRM

Manage your contact database, their information and interaction history.

Sales Pipeline

Track your prospects from first contact to signature with the Kanban view.

Email Sequences

Automate your follow-ups and nurturing with personalized email sequences.

Email Campaigns

Send group communications to your contacts with email campaigns.

Tag Management

Organize and categorize your contacts with a flexible tag system.

Sessions & Calendar

Manage your appointments, availability and session history with your clients.

Analytics

Track your business performance with detailed dashboards and statistics.

Activity Timeline

View the complete history of all interactions with your contacts.

Upcoming Features

Discover the upcoming features planned for My Office.

Booking and Calendar

Manage your availability and let clients book directly.

Sales Pages

Create professional landing pages to promote your services.