Cases

What you see on this tab

One row per case. The row shows the case title, status, coach, last activity and a link to open the case.

Open a case

1. Click the case title. The full case page opens with all its tabs.
2. Return to the contact when you are done.

Start a new case

1. Click + New case in the top-right.
2. The case wizard opens with this contact pre-filled.
3. Complete the four steps (details, sessions, billing, summary) and create the case.

Field reference (for the linked case)

Case title *

Short, descriptive. Shown in the case list and on the contact's Cases tab.

Status

Open (default) or Closed. Closed cases are kept for history but cannot have new sessions scheduled.

Coach

Assigned coach. Determines who sees the case on their dashboard.

Bill to

Contact, company or sponsor. Determines who gets the invoices.