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FAQ & troubleshooting for the Coaching Platform

Quick answers on access, login codes, client emails, stuck statuses, archiving, and billing.

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Written by Aaron Batchelder

Access & login

I logged in but I don't see the coaching platform — just the personal Values Bridge experience. Your coaching workspace may not be provisioned yet. Coaching access is set up by the Becoming You team; contact us and we'll get you in.

I didn't get my login code. Check spam/junk, confirm you typed the email your workspace was created with, then request a fresh code. Codes expire quickly, so use the newest one.

Can I use the platform on my phone? The coaching platform is designed for desktop and larger screens. If your window is too small you'll be asked to widen it.

Clients

My client didn't get the assessment email. Ask them to check spam for an email from Becoming You. Then double-check their email address on their profile (pencil icon fixes typos). If the address was wrong, correct it and assign again, or contact support to re-send.

My client finished the Values Bridge, but their status still says "Assigned". Almost always an email mismatch: your client created their Becoming You account with a different email address than the one on their profile. Progress is matched by email. Fix: update their profile email to match the address they actually used (or have them tell you which one they used), then check back — or contact support and we'll link things up.

Can my client see my notes or intake information? No. Notes and intake live in your coaching workspace only. Your client never sees them.

I archived a client by mistake — how do I get them back? Click Unarchive — it's right on the client's row in your Clients list, and on their profile. They're instantly restored with all their history intact. Archiving never deletes data.

Why can't I add a client — it says their email already exists? Each email address can only belong to one client in your workspace. If the message says the existing client is archived, unarchive them instead of creating a duplicate.

Can I assign the same assessment twice? Not currently — each client can have each assessment once. Already-assigned assessments are grayed out in the picker.

My client already took the Values Bridge on their own. Can I see their results without assigning it again? Yes. Add them as a client using the same email they took it with, skip the assessment step, then click Request access on their profile. They approve it by email and the report appears in your workspace — no charge to either of you. Full walkthrough: Add a client who has already taken the Values Bridge.

Billing

Who pays for assessments? You do — never your client. Paid assessments are billed to your coaching account; your client unlocks their full results free with the code in their invitation email.

Where do I see my invoices? Settings → Manage billing opens the secure billing portal with your payment method and invoice history.

Anything else?

We're happy to help — reach the support team at [email protected].

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