We recently pushed a major new release with several new features focused on helping you automate your coaching processes and workflows.
Our latest features won't impact your contracted coaches or coachees much - they were designed to help admins to more easily manage large numbers of engagements with custom notifications and automated content delivery.
You can now assign a number of settings to your engagement templates under Resources, including theme libraries, billing approaches and engagement duration:
And you have the option to duplicate engagement templates and forms:
You can also control what the coach and coachee can see on templates and live engagements:
You can customize your notifications and optionally schedule them to be sent automatically:
And you can add recipients to files, forms and milestones on program templates to save time assigning recipients later:
In addition to the new engagement settings, we simplified the goal creation workflow. Themes are no longer required; admins or coaches can now optionally tag the goal with one or multiple themes after the goal is created.
Lastly, we added a Stripe payment integration so you can optionally collect and make payments through your account.
Read more about our latest release on the CoachLogix blog. Search our support portal for step by step instructions on how to use these new features and sign up for one of our upcoming webinars to learn more!