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