Engagements are the events that occur between a Coachee, Coach, and Admins. Admins can create Engagements by hand or can have a Program Template applied to them for easy re-use.

Creating an Engagement

Engagements are made up of Sessions, Forms, Files, Tasks, and Links. Each come with customizable options to make the coaching experience unique and specific to each type of Coachee. Admins may also set Goals and write Notes that are private unless they are shared. 

  • From your Engagements page click Create.
  • Follow the steps in the wizard by selecting a Coachee, a Coach, an optional Program Template, and an optional Contract.
  • When you are happy with your Engagement, click Start Engagement.


Creating an Engagement from Coach Matching Process

If you want to create a Coach Pool, it can be done here during Coach Selection.
Helpful Tip
: On the Engagement list page there is an option to customize the columns by clicking the Gear icon.

Admins can create Coach Pools that will begin a Coach Matching process between Coaches and Coachees. This process includes the following settings: 

  1. Welcome Message Settings: Include a welcome message that the Coachees will see when selecting a Coach.
  2. Matching Interview Requirements: Coachees can schedule interviews or they can select their Coach immediately.
  3. Interview Approval Requirements: Coachees can message the Coach and schedule interviews based off the Approval Settings set by the Admin.
  4. Maximum Interview Requests: Set a limit to the number of matching interviews Coachees can schedule.
  5. Interview Details: Customize the Matching Interview.
  6. Start Engagement Settings: Set whether Coachees need final Admin approval after they select their Coach.
  7. Default Program Template Settings: Set a Program Template that will be used in the Engagement. 

To learn more about Coach Matching click here.

Share Coach Pools

  • From your Engagements page click Create.
  • In the Engagement wizard select Share Coach Pools and Select your Pool.
  • Once the Engagement has been set up click Start Matching to start the Matching Process.
  • Your Coachee can now start the Coach Matching Process. When the Coach is selected you can click Start Engagement.
  • Now that the Engagement is active Admins and Coaches can start sending and completing Program Items.

Helpful tip: Sessions will ONLY appear to the attendees they are assigned to.
Pro tip: Files, Forms, and Tasks can ONLY be viewed if recipients are assigned and the items are sent to them.

A Recipient or an Attendee can be added by clicking the plus sign within the Program Item. Be sure to click send when all Recipients/Attendees are chosen. 

Users will then receive an email and in app notification.

Helpful tip: Users can control which Engagement notifications to receive in My Settings under the avatar at the top right of the page.

Pro tip: Don't forget to complete items by clicking the Check Mark within each sent Program Item to generate accurate Engagement Reports.


To learn about managing Program Items click here.

Related Articles



Engagement Actions

Billing and Invoicing



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