Start from your existing practice
Use client import when setting up the workspace for people you already coach.
Automations & organisation Client import
Bring your existing coaching work into Mentorper.
Use client import as part of preparing your existing client relationships for a new workspace.
Every coaching feature is included in every plan. Choose the client and team capacity you need.
Client import
A new workspace starts with careful preparation.
Moving your coaching work involves more than creating a client list. Client import helps with that practical starting point while you prepare the relationships around it.
What this makes easier.
Make room for a review
Treat the move as a chance to check which client information is relevant to the coaching relationship.
Use the same feature on every plan
Client import is included in every plan. Choose your plan around client capacity and team needs.
Client import
How it fits your coaching day.
A practical way to use this capability in your coaching.
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Prepare the move
Review the client information you need and confirm the supported import options before proceeding.
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Bring clients into the workspace
Use client import as part of your Mentorper setup.
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Check the shared context
Review the result and explain how clients choose what to share from their connected apps.
Automations & organisation
Keep the person informed during the move.
Client import supports workspace setup. Give clients a clear explanation of how Mentorper relates to Bodyper and Eatper and how you will work together.
The available import methods and supported information need to be confirmed for your situation. Contact us for those details before planning the move around a particular file or workflow.
An example in practice
A considered move
- Prepare
- Review relevant client information
- Confirm
- Check supported import options
- Explain
- Discuss the new coaching workspace
Review the information and discuss the move with clients before getting started.
A little more detail.
Which import formats are supported?
Contact us to confirm supported import options for your situation before preparing a file.
Does import grant access to all client app data?
Clients choose what to share from connected apps. Explain those choices as part of starting in the new workspace.
Mentorper
Start free Make room for the coaching.
Try the full workspace with a 30-day Pro trial. No card needed.
