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.