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Advice and answers from the Coaching.com Team
Search results for:
program template
Create Custom Engagement
Templates
Admins can add
program
Items, resources, and customized settings for each
template
… If an engagement is created from a
program
template
and changes are made to the engagement, no changes… Creating
Templates
Coach Matching
Default
Program
Template
Settings – Set a
Program
Template
that will be used in the Engagement…
Template
you wish to use in each Matching Engagement… Pro tip: Create
program
templates for engagements and pool settings ahead of time
Manage Your Engagement Settings and Permissions
Admins can set a
Program
Template
. Set a Default Meeting Location to your Engagement…
Program
Items…
Template
Default Meeting Location Theme Library Engagement statuses can be set to
Coaching Themes Report
To generate a Coaching Themes report, make sure you create a theme library first and attach it to a
program
…
template
or engagement… Enterprise only) Business unit (Enterprise only) Coach location (Enterprise only)
Program
Getting Started for Company Admins
Global admins will also be able to create custom forms to include within a
program
template
, create theme… Admins can create a new
program
template
or duplicate a current one… If you invite coachees, they can only see
program
items assigned to them; they cannot see
program
items
Getting Started for Independent Coaches
Global admins will also be able to create custom forms to include within a
program
template
, create theme… Admins can create a new
program
template
or duplicate a current one… Engagement
Templates
Send Engagement Notifications to Inactive Clients
template
, navigate to a
program
item type Click on the Notification bell icon Enter a subject… Set Up Notifications on
Program
Items… Scheduled and Rescheduled Sessions Forms Files Tasks Links Within each
program
Automation for Engagements
You can use automation to send
program
items, notifications, and reminders at the engagement
template
… Engagement
Template
Level When viewing your engagement
template
you are able to set automation by selecting… You will need to set automation for each
program
item in the
template
or engagement
Add and Send Tasks to Engagements
Program
Items The following
program
items can be added into an engagement: Session Form… Tasks are a
program
Item type that assigns an action to engagement participants… The items that have been sent or completed will move up on the
program
list
Release Notes November 2022 - Administrative Tools and More
Currency for Billing Approach
Templates
is Now Adjustable… Improvements & New Features Welcome Email Feature Page Performance Improvements for
Program
… Items and Engagement Templates Some platform users have seen slower load times when viewing the
Program