Practice-Platform Progress Tracking with Delenta

1. Go to Delenta's website and start the self-serve signup for a solo plan rather than requesting an enterprise demo, which is aimed at coaching organizations, not solo practices.
2. Complete your profile: name, practice details, and time zone.
3. Confirm your trial period and note the date it ends so you're not surprised by a charge.

What you should see: A dashboard prompting you to add your first client and set up your calendar.

1. Look for a calendar or scheduling integration section in settings and connect the calendar you use for client sessions.
2. Set up your standard session types (initial chemistry call, recurring one-to-one, stakeholder alignment call) so each new booking is tagged correctly from the start.

What you should see: Your connected calendar reflected inside Delenta's scheduling view, with session types available to assign when you book a client.

1. Add a new client profile for each person you're currently coaching.
2. Enter their stated goals from your intake conversation or written development plan.
3. Set up the package or engagement structure (number of sessions, cadence, end date) that matches your actual agreement with them.

What you should see: A client dashboard per person, showing their goals, upcoming sessions, and package details in one place. Troubleshooting: Use a code or initials plus a private note only you can decode, rather than full identifying detail, in any field a platform support agent might see if you ever need help troubleshooting your account.

Delenta's AI layer can record and transcribe sessions to produce an automatic summary and action items. Before enabling it for any client:

1. Confirm exactly what "recording" means in your account. Some coaching-platform AI notetakers record video, not just audio, so check what's actually being captured.
2. Decide whether you'll use it for every session or only some, and add that decision to your coaching agreement language.
3. Look for a per-session or account-level control for the recording and AI-summary feature; the exact menu label may vary, so look for wording like "AI notes," "session recording," or similar near your session settings.

Troubleshooting: If you can't find a clear on/off control before a session starts, don't rely on the feature for a client who hasn't explicitly agreed to it. Take notes manually for that session instead.

1. Tell the client, in the coaching agreement and again verbally before the first tracked session, that the platform can record and generate an AI summary, and what happens to that data afterward.
2. Run the session as usual, letting Delenta capture it if consent is confirmed.
3. After the call, open the client's record and review the automatically generated summary and action items.

What you should see: A session summary with drafted action items attached to the client's record, ready for you to edit before it becomes the official note.

1. Before each recurring session, open the client's dashboard and check their goal progress view and any flagged commitment that's been carried over from a prior session.
2. Use that view to prepare your session agenda instead of relying purely on memory of the last call.

What you should see: A visual summary of goals, completed versus outstanding commitments, and session history for that client.