Q: Need clarification on client management possibilities
Hi, I´m not too sure on the client management capabilities/client portal. (I´m starting online coaching)
1. what type of forms can we create
2. what can the clients see
3. what data do we get?
4. Does it support online coaching?
5. What integrations with other SWis possible?
Thanks a million!
Mailys_Wiin.io
Jan 22, 2025A: Hi, thank you for your interest in WIIN.io! Let me address your questions one by one to give you a better understanding of how our platform works:
1. What type of forms can we create?
With WIIN.io, you can create fully customizable forms to collect any type of data you need from your clients. Whether it’s personal details, preferences, specific feedback, or more, our forms allow for flexible fields such as text inputs, checkboxes, dropdowns, file uploads, and more. You can also create conditional fields to guide clients through their submissions dynamically.
2. What can the clients see?
Your clients will only see what you configure them to have access to. Depending on how you set up their interaction, they can:
- Access forms to complete or submit their information.
- Receive updates or progress on their submissions.
- View any content you choose to share with them (e.g., instructions, coaching materials, etc.).
3. What data do we get?
You get full visibility into all the data your clients submit through the forms. This can include anything from text responses, uploaded files, feedback, or answers to specific questions. All data is centralized and accessible for you to export or analyze directly from the platform.
4. Does it support online coaching?
While WIIN.io was not specifically built for online coaching, it can definitely be adapted to support your needs. You can use the platform to manage client forms, track their progress, and communicate updates. However, please note that there is no built-in video conferencing tool on WIIN.io. The platform is primarily designed for submission management and project workflows, so you may need to use other tools for live coaching sessions or video communication.
5. What integrations with other software are possible?
WIIN.io supports webhooks and API integrations, allowing you to connect with a variety of third-party tools. For example, you can link WIIN.io with platforms for email marketing, CRMs, project management tools, or even messaging platforms like Slack. While we don’t have native integrations for specific coaching tools, the flexibility of our webhooks and APIs opens up many possibilities.
If you have more questions or need clarification on anything, don’t hesitate to reach out. We’re here to help you explore how WIIN.io can fit into your coaching workflow!