All the information you've entered for your customer in the Action Plan and the dynamic worksheets (Goals, Assets, Banking, Credit, Debt, and Taxes) can be printed.

They can then be handed over to your customer for their reference, or filed away for your own reference. (Though we don't recommend the latter to help save trees!)

Printing An Action Plan

Printing the Action Plan you have worked on with your customer can be helpful for your customer to keep track of their next steps.

To print your customer's Action Plan:

  1. Be sure that you're in the Action Plan tab in your customer's profile page in COACH.
  2. Click on the "Print" button on the top-right.
  3. Then, you may click on either:

Just Action Plan: prints just the Action Plan

Add Tipsheets: prints both the Action Plan and tipsheets associated with the Action Tiles in the Doing column

Add Worksheets: prints both the Action Plan and interactive worksheets in the Goals, Assets, Banking, Credit, Debt and Taxes tabs

The Action Plan PDF file will then open in a new tab in your Internet browser.

Tip: For Action Tiles in the "Doing" column, notes entered into the "Customer Notes" or "Coach Notes" field will appear on the printed Action Plan.

Printing an interactive worksheet

You may print an interactive worksheet from either of the following tabs in a customer's profile page:

  • Goals
  • Assets
  • Banking
  • Credit
  • Debt
  • Taxes

At one of the aforementioned tabs, the "Print" button is located at the bottom of the middle column.

Clicking on the "Print" button will open a printable copy of the interactive worksheet in a new tab in your Internet browser.

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