3. Member Profile

Modified on Mon, 12 Feb 2024 at 09:47 AM

In this 8:07 minute video, you will learn how to:

A. Update/add a member’s details (i.e. contact information)

B. Add, edit, and delete notes

C. Assign and check the status of to-do’s (general, flow, library)

D. Add/edit a wellness vision and short-term and long-term goals

E. Send messages (including secure messages) to a member, including scheduling future messages, message templates, and inputting resources and files into a message

F. Use flows and assessments

G. Assign automations and check what other automations are scheduled and in progress

H. Check progress of a Healthy Living Course

I. Add a coach task tied to the member profile

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