Frequently Asked Questions

Yes! In fact, there are 3 levels of security: provided to keep your data safe and confidential:
1. Username and password protected.
2. Verisign Security Certificate protects your data on this site;.
3. Secured pages (https://).

Yes, the client site is protected by a username/password system. You are the only one that has access to your information.

Yes! In the event that you would like support on something that comes up in between our meetings, you can post an inquiry to the Client Log and we can have “just in time” coaching via the Private Client Website.

If you are interested in becoming a client, you can create your own account to access the private client area.  When you register, we will be notified that your account has been created and will need to activate your account. Please allow one working day.

Click on the Client Login link in the top menu area of the website. Then enter the username and password that has been assigned to you. Don’t have login information yet?  Contact us so that we can get an account created for you.

Yes. You will need to log in initially using the password we assigned to you. Once you log in, you can change your password at any time in your Client Profile page, that you find under the Forms tab. But be careful about reusing passwords across multiple sites!

If you simply forgot your password, you can still go to the Login page by clicking the Client Login link. Click on the blue link “forgot password” to the right of the “Login” button and, in the new “Forgot Password” window, enter your username and click on the “Continue” button. You will receive an email shortly with your password included. If you misplaced both your username and password, please contact us and we will help you recover your information.

Remember that the login information is case sensitive, so enter it exactly like it was given to you. Also, type in your login credentials and DO NOT copy/paste it, as this procedure can include empty spaces, which count in a password, thus rendering it incorrect. Again, if you do not remember your login credentials, you can contact us via email and we will help you recover your information.

A welcome pack consists of some basic forms, documents and resources that will help to get us started. By completing the information in the welcome pack, you are providing us with some helpful information, so that we know best how to support you, guide you and work together with you. It includes a Client Profile form, a Goals form and also a Discovery form.  You will also find our agreement located in this pack. It is customary for you to complete these items prior to the start of the programme.

It’s easy. With at least a 24 hour notice, you can reschedule any appointment by using the online calendar system. Just complete the following steps:
1. Log into your Private Client Website Area.
2. Click on the Calendar Menu.
3. Locate and click on the desired block of “Available” time (or if you already have an existing appointment, click on the title of your existing appointment that you wish to reschedule)
4. Click on the “edit” button and change the details of the appointment to correspond with an “Available” block of time.
5. The calendar will update itself, you will see your new appointment reflected and we will receive an email notification letting us know of the change.

Each month you will receive an invoice letting you know the amount committed to for that month. You can log in to the private client area, click on the Payments Menu and you will see any outstanding balances due at that time.

To pay by Credit Card or Pay Pal: when you receive your monthly invoice, click on the link at the bottom of the invoice to log into the private client area and click on the Payments Menu. Here you can either enter your credit card number or Pay Pal information and our system will automatically (and securely) process your payment.