How can I make different communication forms for my various coaching programs to send to the people in those programs?


You can do this by setting groups in your system. Go to the CLIENTS TAB. In the lower left corner of the screen, you will see an icon with a group of people named "Manage Groups". Click on it and create the groups you want. Then go into your Contacts list and select which client you want in what group. Click on the name of the client, go to the "Profile" tab and scroll down, until you will see all of the groups you created in the section "Group Information". Put a check in the box of the correct group for that client and save. Then, when you want to send an email or newsletter to that specific group they will be available for you to choose from when sending.

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