FAQ about the Private Site

Security & Confidentiality

  • Is this client center and my data secured and safe?
    • 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- https:// secured pages

  • Is my information confidential?
    • Yes.  This site is protected by  a username/password system.  You are the only one that has access to your information.

Additional Support

  • Can I contact you in-between our scheduled sessions?
    • 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” advising or coaching via your Private Client Website.

Accessing the Private Client Area

  • What is the “Register Now” link and when would I use it?
    • If you are interested in becoming a client or beginning the process, you can create your own account to access the private client area.  When you “register” I will be notified that your account has been created and will need to activate your account. This could take up to 24 hours.

  • How do I access your private client area and how do I log in?
    • Click on the Login Link (above, at the top center of this website page).  Then enter the username and password that has been assigned to you.  Don’t have login information yet?  Contact me so we can get an account created for you.

  • I have a password that I use for most of my on-line accounts.  Can I change the password you assigned to me?
    • Yes.  You will need to log in initially using the password I assigned to you.  Once you log in you can change your password at any time under your Client Profile Page.

  • What if I forget or loose my password and login information?
    • If you simply forgot your password, you can still go to the Login Link.  Enter your username and click on the “I Forgot My Password Button”.  You will receive an email shortly with your password included.

    • If you misplaced both your username and your password, contact me and I will forward you your information.

  • I’m trying to log in, but it will not accept my username or password, what do I do?
    • Remember that the login information is case sensitive, so enter it exactly like it was given to you,  If you are unsure what that is, you can contact me via email and I’ll forward that to you.

Forms, Documents and Resources Available

  • What makes up a “Welcome Packet” and what do I do with this?
    • A welcome packet consists of some basic forms, documents, and resources that will help to get us started in the process.  By completing the information in the welcome packet, you are providing me with some helpful information so I 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 packet.  It is customary for you to complete these items prior to our initial session together.

Scheduling/Rescheduling Appointments

  • What if I need to reschedule my appointment?
    • It’s easy.  With at least a 24 hour notice, you can reschedule any appointment by using the on-line calendaring system , just follow the following steps:
      1. Login to 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 apointment 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’ll see your new appointment reflected and I will receive an email notification letting me know of the change. 

Paying for the products and services

  • How do I easily make my payments?
    • Each month you’ll receive an invoice from my business letting you know the amount committed to for that period.  You can (1) mail a check to the remit to address located right on the invoice or (2) log in to the private client area, click on the Payments Menu and you will see any outstanding balances due at that time.

  • What are the various methods of payment I can use to pay for the products and services?
    • Check, Credit Card, Pay Pal, Have your advisor/coach process your payments for you each period on a credit/debit card
    • To pay by Check:  to pay by check, simply use the “remit to” address located right in the body of the invoice you’ll receive from my business.
    • To pay by Credit Card or Pay Pal:  when you receive your invoice, click on the link at the bottom of the invoice (Or 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 my system will automatically (and securely) process your payment.
    • To have your advisor/coach process your payments for you:  Complete the “Credit Card Authorization” form found under the Documents section of the private client area.  Once I have the authorization and billing information, I will automatically process your payments for you as outlined in the authorization form.

 

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