Coach Matching
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Written by Admin
Updated over a week ago

What is Coach Matching

Coach matching allows you to define pools of coaches to share with your clients. The coachee will then be able to view coach profiles, schedule chemistry calls with potential coaches, and ultimately select the coach they would like to work with in their engagement.

Coach Matching Settings

Matching settings give you a customized experience for your coachees. Settings provide you with a way to manage the matching process. To create a coach matching settings template navigate to your company settings, then coach matching settings.

You can adjust the following settings:

  • Welcome Message Settings – Include a welcome message that the Coachees will see when selecting a Coach.

  • Matching Interview Requirements – Coachees can schedule interviews or they can select their Coach immediately.

  • Interview Approval Requirements – Coachees can message Coach and schedule interviews without approval.

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

  • Interview Details – Customize the Matching Interview Description.

  • Start Engagement Settings – Set whether Coachees need final Admin approval after they select their Coach.

  • Default Program Template Settings – Set a Program Template that will be used in the Engagement.

  • From the Company Setting page click on Coach Matching Settings.

  • Select whether there needs to be an Admin approval for Interview selections, starting Engagements automatically, and if there is a Program Template you wish to use in each Matching Engagement.

Helpful Tip: If you choose to have individual settings per engagement you can set them in the engagement settings tab.

Pro tip: Create program templates for engagements and pool settings ahead of time.

Creating a Coach Pool

From the Coaches page select the coach pool tab, then select the create coach pool button. Next, give the pool a name and description then click "Create Pool".

You can add coaches to this pool by clicking on the List of Coaches tab, clicking the down arrow for the coach and then selecting add to coach pool.

Coach Matching Process

To set up a coach matching engagement:

  • Navigate to your Engagement page and click the "Create New" button.

  • Select the coachee for the engagement

  • In the Engagement creator select Share Coach Pools or Suggest Specific Coaches.

  • Select the pool(s) or coaches you would like to share

  • Click Start Matching to begin the matching process.

Once you have created your pools, added your coaches/coachees, and started the matching process, your coachees can review and interview your coaches.

Interview and Select a Coach

During the interview process coachees are able to view coach profiles to learn more about the coaches being offered. Based on the matching settings for this engagement the coachee may have the option to schedule interviews with coaches prior to selecting them as their coach. The matching settings can also require, limit, or prohibit interviews prior to coach selection.

For Coachees:

When you log into your account the Matching page should automatically load. If interviews are allowed in your engagement you can click the Schedule Interview or Request Interview buttons to schedule a chemistry call.

Note: If your coach has not shared their coaching availability the coach or admin will have to schedule the interview, or the coachee can Request an Interview. You will receive an email and a chat message notifying you of the scheduling details.

When a coachee Requests an Interview with a coach, they will be asked to submit a memo on their preferred times:

Pro tip: Admins can turn on automatic start under Account Settings > Global Engagement Pool Settings > click Start Engagements Automatically.

For Admins:

  • From the Engagements page select the Engagement that says Matching Started.

  • Depending on your matching settings you may auto approve all interview requests or individually approve each one.

For Coaches:

  • Depending on your matching settings you have the option to approve or decline requests for Admins to start an Engagement during the matching process.

  • If you have not shared your availability (no synced calendar) you will be notified to Suggest Interview times.

  • If you have been selected for the Engagement you will be notified and the Engagement will be available to access from your Engagements page.

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