User Guides

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83 articles in this collection
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Engagement Management

Engagement Dashboards

Engagements now have their own dashboards to give you an overview of the engagement.
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Updated over a week ago

Creating Engagements

Creating an Engagement Program, customizing your Sessions, and more!
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Updated over a week ago

Create Custom Program Templates

Create a Program Template for your Engagements to be reused anytime.
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Updated over a week ago

Create and Share Engagement Notes and Documents

Create Notes and Documents within your Engagements that are private and can be optionally shared with others.
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Updated over a week ago

Manage Meeting Locations and Default Settings

Save your preferred meeting locations.
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Updated over a week ago

Add Details to Your Sessions

Add Details to Your Sessions Including Location, Time, and Actions
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Updated over a week ago

Choose a Session Meeting Place

You can set specific Meeting Locations to individual Sessions.
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Updated over a week ago

Add Goals and Get Feedback from Anyone

How you can add Engagement Goals to track your Coachees progress and request feedback from others.
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Updated over a week ago

Schedule and Reschedule Sessions with Your Coach

Easily schedule and reschedule sessions with your coach.
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Updated over a week ago

Complete a Session in Your Engagement

Completing Sessions to generate Invoicing and Reporting.
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Updated over a week ago

Update the Completion Date of a Session

Updating your completion dates to keep your data accurate.
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Updated over a week ago

Send Forms to Your Users

Selecting Recipients and sending Engagement Forms via email and in the app.
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Updated over a week ago

Sending Forms to Your Employees and Stakeholders

Learn about creating, sending, responding, and downloading Forms.
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Updated over a week ago

Respond to a Form for Coachees

Coachees can fill out Forms from notifications, email, or within the Engagement.
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Updated over a week ago

Add and Send Tasks to Your Coachees

Assign Tasks to Coachees within your Engagements.
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Updated over a week ago

Sending Files to Your Coach for Coachees

Coachees can share Files within an Engagement.
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Updated over a week ago

Tag Goals with Themes

Create and tag goals with themes from your Theme Library.
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Updated over a week ago

Change Your Engagement's Status

Start, Pause, Complete, or Restart an Engagement.
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Updated over a week ago

Manage Your Engagement Settings and Permissions

Admins can use engagement settings to customize the engagement and to grant access and control of the engagement to others.
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Updated over a week ago

Adding Engagement Stakeholders

Add stakeholders with permissions to view or edit the engagement.
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Written by Support
Updated over a week ago