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Features Overview of
Features Overview of
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Written by Admin
Updated over a week ago

View Detailed Reports and Analytics offers an informative reporting system so you can best use the information generated by coaches, coachees, and data generated within engagements. View visual analytics and raw data that is generated from your coaches and engagements.

Send Forms by Email and Link

Collect data from users outside of an engagement using a sharable link. You may send via email or generate a link for existing forms or create a new form in the main resources area accessible in the left navigation menu.

Marketplace Profile

Independent coaches and coaching companies are able to share their profiles and list packages through the marketplace to meet with new potential clients. This is done through the marketplace settings option located on the landing page upon login.

Coach Pools

Coach pools allow admins to group their coaches into smaller pools to share with their clients. This feature allows admins to set specific rules for these matching engagements and allows the coachee to select the coach they feel would be the best fit for them.

Coach Matching

Once a Pool has been created, coach matching can begin! Coachees may browse through the coach’s profiles, schedule interviews, and select the coach that is right for them.

Coaching Programs

Programs can be found inside engagements between coaches and coachees. A program can be made up of Sessions, Forms, Tasks, and Files. Add items to programs one at a time or save time by creating engagement templates.

While an engagement is in a draft state only the admin creating the engagement can see it. If the admin chooses to share control of the engagement with the coach, then the coach can edit the engagement when it has been activated.

Engagement Permissions

Admins and coaches will be able to see program, goals, notes, resources, and settings tabs whereas coachees, if invited, cannot see the settings tab. Only admins and engagement editors can edit the program and settings areas. Engagement editors and viewers can be added under the settings tab as stakeholders.

Coachees can only see sessions where they are an attendee and program items where they are a recipient. Add external people via email as session attendees, recipients of forms, and stakeholders on goals. If individuals are added by email they can receive notifications related to sessions, forms, and goals that they’ve been added to and can fill out forms and provide feedback on goals from their email.

Calendar Sync

Coaches can sync their personal or business calendars with under their personal Settings. Once a calendar is synced, events that are scheduled in will also appear in your synced calendar. Calendars that can be synced include iCloud, Google, Office 360, Exchange and Outlook.

Coaches must set their standard hours if they want coachees to be able to schedule sessions during their available time slots. If a coach does not set standard hours, the coachee will not be able to schedule sessions. Only admins and the coach can schedule sessions if the coach’s calendar is not synced. If you plan to use for record-keeping rather than scheduling, simply click the checkmark to indicate when a session has been completed and enter the session time and date.

When a coachee wants to schedule a session Automatic Time Zone Adjustments will be made to set the time to that of the viewer’s time zone.

Sessions can be scheduled and rescheduled by admins, engagement editors, coaches, and coachees. If a coachee decides to cancel a scheduled session that is outside of the coach’s late cancellation policy the charge will appear as billable activity on new Invoices.


Forms are online surveys that coaches can be sent to coachees and other optional recipients by email. Forms can be used to gather information from users and can be sent directly from the program. You can create confidential forms, which only account admins can view results.

Engagement Files, Notes, and Resources

Files can be uploaded directly to the program or can be shared via the engagement resources tab. From the program, Files can be sent to anyone by email.

Files under the resources tab are visible to all engagement participants. Files uploaded under engagement settings are only visible to admins, engagement editors, and coaches.


Admins, engagement editors, coaches, and coachees can add goals and milestones. Admins, editors, and coaches can optionally tag coals with themes to track theme progress. Theme libraries must be assigned to engagements (under company settings) for this option to be available.

Add milestones to assign tasks to be accomplished for each goal. Track the progress of the milestones as they are completed.

Under the stakeholder feedback section, admins, Engagement managers, coaches, and coachees can add stakeholders and send requests for goal feedback. Stakeholders can fill out feedback forms from their email and responses will be collected in Everyone with access to the engagement can view shared goals and stakeholder feedback. When goals are created, coaches and coachees have the option to create private goals which are not visible to admins, engagement managers nor viewers.


Engagement participants can create session notes using the notes feature at the bottom of each session item. Notes are private unless the creator chooses to share them with others. You can optionally share notes by clicking the share icon. The share icon will be found by clicking the three dots icon when hovering over the saved note. You will also be able to give different permissions to users allowing them to view, edit, and share the note.


Invoices can be created ad-hoc under your account invoices tab. keeps track of all billable sessions, and expenses (line items) can be added at any point in time. Send invoices to privately contracted clients, client companies, and coaching companies. If payments are made via our Stripe payment integration, invoices will automatically be marked as paid.

Stripe Payment Integration

Link Stripe to your account to collect payments from clients and to make/approve payments to independent Coaches. After setting up Stripe under your account settings you will have the option to collect payments via Stripe each time you send an Invoice.

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