Account  User Management

Invitations

You can track coachees as internal records or optionally send them an invitation to create an account and log into their client portal. 

After the invitation is sent, your client will receive an email with a link to create a password.

If coachees log in, they can only see their engagement (program, goals, notes, and resources tabs).
 
For more information read our article about Inviting Employees.

 
 

Coach Matching

Send a Request to Interview a Coach

When the admin clicks Start Matching the coachee will receive an email.
 

When a coachee is put into the Coach Matching Process by an admin, they are then prompted to select a Coach to Interview from a list of coaches provided by their admin. 

Schedule Interview

If a coach has shared their availability, when the coachee clicks Request Interview they should then see the option to Schedule the Interview.

Depending on the company settings, admins may need to approve the request.

If a coach has NOT shared their availability, when the coachee clicks Request Interview they should then see a chat box appear in the bottom right corner to coordinate scheduling an interview with that coach.

 

Select a Coach

Once a coachee has finished the Interview process they will then be prompted to select their coach for the engagement.

Depending on the company settings, admins may need to approve the request.

 
 

Engagements

New Coaching Resources Shared

Files uploaded under engagement resources are automatically shared with anyone who has access to the engagement. 

Coachees will only receive notifications when new resources are shared if they are active users vs inactive, internal records.

To learn more about sharing resources click here.
For more information about sharing resources read our article about Managing Resources.

 

Session Scheduled

Attendees must be added before scheduling. You can optionally attach files to session scheduled confirmation emails. Click the bell icon to customize and preview the email before sending it. Click the calendar icon to schedule the Session and send the notification.

For more information about scheduling sessions read our article about Program Item Management.

 

Session Rescheduled

To reschedule a session simply open the session in the program and click on Reschedule.

 

Request to Fill Out Form

Forms can be sent manually, or they can be scheduled to send automatically after the prior program item is completed.

Any user can be added as a form recipient within the engagement. If an admin wants to send a form to a user outside the app they can be added by email.

For more information read our article about Sending Forms.

 

Request to Review File

Files shared from the program can only be sent to active users, they need to log into the CoachLogix app to view the file and mark it complete.

Once the file has been sent the coachee will receive an email notification.


For more information read our article about Program Items.

 

Request to Complete Task

Tasks sent from the program like this can only be sent to active users because they need to log into CoachLogix to mark the task complete.

Once the task has been sent the coachee will receive an email notification.


For more information read our article about Program Items.

 

Goal Milestone Reminder

When an admin or coach adds a goal milestone it automatically will send an email to the engagement participants.

Goal milestone reminders are only sent by clicking the Send Reminder airplane.

For more information read our article about Program Items.

Feedback Requested on Goal Progress

Goal feedback can be requested from anyone with just their email address. 

Stakeholders will receive an email notification with a link to provide a rating and feedback.

Stakeholders will only see the Goal name and description.

For more information read our article about Feedback.

   

Note Shared

Notes are confidential by default. You can optionally share Notes with active clients using the Share icon in the lower right corner. Your clients can keep private notes too. The email notification will include the note's contents.

For more information read our article about Sharing Notes.

 

Invoices 

Invoices will be attached as PDF's to invoice email notifications sent from CoachLogix. You can download or mark as paid with the more options menu in the upper right corner. 

If credit card payment is requested via Stripe, a payment link will be included in the email notification.

For more information read our article about Invoices.
 
 

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