Multiple Matching Settings
Admin avatar
Written by Admin
Updated over a week ago

Matching settings give you a customized experience for your coachees that are participating in a coach matching engagement. These settings provide you a way to manage the matching process for different clients. You can create multiple sets of saved settings that can be assigned to the engagement.

Description of Available Settings

  • Name – Specify your Matching Setting with a name to distinguish it from others

  • Description – Add a short description for your Matching Setting

  • Welcome Message – Add a message for coachees to view while in their matching process and selecting a coach

  • Allow matching interview – Coachees can schedule interviews or they can select their Coach immediately.

  • Matching interview required – Choose whether coachees are required to interview a coach before selecting.

  • Start engagement automatically – Set whether coachees need final Admin approval after they select their Coach or to start engagement automatically

  • Maximum Interview Requests – Set a limit to the number of Matching Interviews coachees can schedule.

  • Interview Details – Customize the Matching Interview Description, duration, and name

Did this answer your question?