A program's purpose is to organize engagements between the coach and coachee. Within a program you have the option of adding 5 different items: Session, Form, File, Task, & Link.  You are also able to create and reuse program templates for future engagements.  

Helpful tip: On the Engagement list page there is an option to customize the columns by clicking the Gear icon.

Setting Notifications

Each Program Item comes with a notifications bell that can be customized ahead of time for your Engagements. 

 

Session Notifications

Session notifications are set based on when the Session is scheduled. Admims can customize the notification content, enable reminders, and see a preview of the email notification the Participant will see. 

If the Session is the first item on the Program it will trigger the next Program item's notifications after the Session is completed.

 

Task Notifications

Task notifications settings allow Admins to customize the notification content. They can be sent automatically after a set amount of time after the Engagement starts, have reminders for Tasks, and see a preview of the email notification the Participant will be able to see.

If the Task is the first item on the Program it will trigger the next Program item's notifications after the Session is completed.

 

File Notifications

File notifications settings allow Admins to customize the notification content. They can be sent automatically after a set time when the Engagement starts, have reminders for the notifications, and see a preview of the email notification the Participant will see.

If the File is the first item on the Program it will trigger the next Program item's notifications after the Session is completed.


Form Notifications

Form notifications settings allow Admins to customize the notification content. They can be sent automatically after a set time when the Engagement starts, have reminders for the notifications, and see a preview of the email notification the Participant will see.

If the form is the first item on the program it will trigger the next program item's notifications after the session is completed.

To learn about personal notifications click here.

 
Link Notifications

Link notifications settings allow Admins to customize the notification content. They can be sent automatically after a set time when the Engagement starts, have reminders for the notifications, and see a preview of the email notification the Participant will see.

If the Link is the first item on the Program it will trigger the next Program item's notifications after the Session is completed.

Creating a Program Template

Admins can create a Program Template to be reused. This can save time from creating each Engagement manually.

Here are 4 steps to create a Template:

1. Click Account Settings.

2. Click on Program Templates.

3. Click on Add Program Template.

4. Click Add Item. You can add a Session, Form, File, Task, or Link.
To learn more about Program Templates click here.

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