Invite Your Clients to Connect

If you are a company account that sells coaching services (vendor) adding a client is a very easy process.

  • From your Clients page click Add Client.
  • Select the type of client: Admins can Directly Contracted Coachees or Client sponsored Coachees

  

 

For more information read our article about Configuring Your Account Type.

 
 

Invite Company's Coachees

If you want to invite a directly contracted coachee you may also do so from the clients page.

Directly Contracted Coachees

To work with a directly contracted coachee you must invite them first.

  • From your Clients page click Add Client.
  • Click Individual Client and fill out their email and information.
  • Click Invite.

Client Sponsored Coachees

If you want to request a client sponsored coachee (a company's internal coachee) first create or connect to a Client Company and then send a request to their coachees.

  • Click on a Company from your Clients page and click the Coachees tab.
  • Click Request Coachee and select the Employee you want to coach.
  • If the Client Company is active the Coachees will be automatically shared.

You have the option to send an invitation or immediately create an internal record of the client.

  • If you don't want to send the invitation now, send it later from the Client's Profile page.

 

 

  

Share Coaches with Your Client Companies

When the client company is connected a coaches tab appears. 

This is where the vendor can share coaches with the client, so either admin can create an engagement.

  • From your Clients page click on the connected Client Company.
  • From the Coaches tab click on Share Coach.
  • Select the Coaches you want to share and click Ok.

The client point of contact will receive a notification that you have shared a coach with them via email and in the app.
 
 

 
 

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