Schedule Appointment – BizJourneyCRM

This list displays all the active participants in the program. To view and/or manage coaching assignments, click on VIEW COACHING HISTORY. To view and/or edit the participant’s business assessment, click on VIEW ASSESSMENT. You may also edit the participant’s profile by clicking on the name, or search for a specific records by entering as many letters of the participant’s first and/or last name as you remember. After a search, you can display the entire list again by clicking on the search button with the search field empty.

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The list below displays all the participants in the program, including graduates, active, drop-offs and those that applied but weren’t accepted into the program. To edit a record, click on the EDIT option.

The list below allows you track attendance for all active participants. To check someone in, click on the ATTENDANCE button next to the participant’s record and provide the information requested. To search for a specific record, you can enter as many letters of the participant’s first and/or last name as you remember. After a search, you can display the entire list again by clicking on the search button with the search field empty.

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