Add a Vendor
Adding vendors allow outside companies to create engagements with you. There are two types of vendors that you can connect with:
- Independent Coach: A coach who runs their own individual engagements.
- Coaching Company: A company that offers multiple coaches.
How to add Vendors
- From the Vendors page click Create New.
- Select from Independent Coach or External Vendor.
- Fill out the steps for the vendor information .
- Click Add.
Requesting and Suggesting Coaches
When you have connected with a vendor company they may choose to share their coaches with you or you may request and suggest coaches.
How to Request a Coach
- From the vendors page select a Vendor Company.
- From the company page select the Coaches tab.
- Click Request Coach.
- Type in a coach's email address.
- If the coach is found in the system, select the coach and click Request.
If you are requesting an active coach from an active vendor company the request will automatically approve.
- If the system doesn't find the coach you may fill in their email and name to suggest the coach to the active vendor company.
If a vendor shares a coach with your company, you will then be prompted to approve the coach.