Where to Find Session Location Settings

You can find the location settings within:

  1. Engagement Settings
  2. Engagement Session Cards.
  3. Engagement Program Templates

Helpful tip: This can help save time when creating an engagement. Using program template settings can keep users from repetitive engagement settings.

To learn more about program templates click here.

 

Setting Engagement Location Defaults

Here are 6 steps to setting a default location in engagements:

  1. Log into the app at app.coachlogix.com
  2. Click on Engagements and select an engagement.
  3. Choose the Settings Tab.
  4. Under General click on Default Meeting Location.
  5. Create a new meeting location by clicking Add New.
  6. Add an Address, Video URL, Phone Number, or In-App Video and click Save.

Advanced Tip: If you do not want to save the new default location within a single engagement uncheck the save location box.

To learn more about creating engagements click here.  
  

Here are 5 easy steps to setting a default location in Session Cards:

  1. Click on Engagements and select an engagement.
  2. Create a session by adding an item and choosing Engagement Session.
  3. Add a Location under Session Details. 
  4. Click Add New to create a new meeting location.
  5. Add an Address, Video URL, Phone Number, or In-App Video and click Save.

To learn about completing sessions click here.

   
Here are 7 steps to setting a default location in Program Templates: 

  1. Click on the Company Settings Icon from the left navigation bar.
  2. Click on Program Templates.
  3. Select a Template or choose Add Program Template.
  4. Open your template and click on Settings.
  5. Click on Default Meeting Location.
  6. Create a new meeting location by clicking Add New.
  7. Add an Address, Video URL, Phone Number, or In-App Video and click Save.

To learn more about program templates click here.

  

Deleting Location Settings

Here are 2 easy steps to to delete a location:

  1. Follow the steps above to locate your current meeting location.
  2. Click on the Trash Icon to delete the location.

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