Admins can create coach pools that will begin a coach matching process between coaches and coachees. Pools can include your internal coaches, external shared coaches, and independent coaches.

Have you added coaches? Read our article about Managing Coaches.

Create a Pool

  • From the Coaches Page click on the Select button.
  • To select a Coach click on the checkbox next to their name or click Select All.
  • Click Create Pool.
  • Name the Pool, add a Description, and click Save.

Start the Matching Process

You may start the matching process from the engagements page.

  • From the Engagements Page click Create Engagement.
  • Select Share Coach Pools.
  • Follow the rest of the wizard to create the Engagement and click Start Matching.

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