3. Member Profile

Modified on Mon, Feb 12 at 9:47 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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