User Guides

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67 articles in this collection
Written by Support
Engagement Management

Creating Engagements

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

Manage Your Program Items and Notifications

You may add and edit Program Items inside your Engagements.
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Written by Support
Updated over a week ago

Add Details to Your Sessions

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

Set Your Meeting Location

Coaches can set a default meeting location in Engagements, Session Cards, and Program Templates.
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Written by Support
Updated over a week ago

Choose a Session Meeting Place

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

Complete a Session in Your Engagement

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

Watch a Video About Sharing Files with Your Clients

Learn 3 different ways to share Files and Resources with clients.
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Written by Support
Updated over a week ago

Schedule & Reschedule Sessions with Your Coach

Easily Schedule and Reschedule Sessions with your coach.
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Written by Support
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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Written by Support
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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Written by Support
Updated over a week ago

Sending Forms to Your Employees and Stakeholders

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

Download Form Responses from Your Users

You can download Forms from 3 different places, including the Engagements, Resources, and Reports pages.
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Written by Support
Updated over a week ago

Sending Files to Your Coach for Coachees

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

Add and Send Tasks to Your Coachees

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

Creating Links

Add Links to your account in multiple places for your Employees to access. ‚Äč
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Written by Support
Updated over a week ago

Tag Goals with Themes for Your Coaches and Coachees

Create and tag Goals with Themes from your Theme Library.
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Written by Support
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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Written by Support
Updated this week

Create and Share Engagement Notes

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

Change Your Engagement's Status

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