Cloverleaf

Check out our new way to manage your organizations as a coach on Cloverleaf!

My Organizations

This guide will walk you through using Leads Links.

Lead Links for My Organizations

This guide walks through using webhooks to connect Cloverleaf leads to your CRM.

Using Webhooks with Leads

A guide for Organization Managers on managing users in Engagement Organizations you create for your coaching clients.

Managing Users in Your Engagement Organization

This article explains how to personalize your report bios with your own description.

Personalized Report Bios (Coaches Only)

Team

Jason Miller

Julee Peterson

Guides for our new Coach Partner functionality 

Partner Admin Resources

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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