Make an Employee a Coach
Admins can change the internal coach’s profile information by editing the user’s profile page. If an employee is a coach the admin can set their account to accept coaching.
From your Company Settings page click on Employees
Select an Employee and click the three dots on the top right to update employee roles
Click the checkbox for "Provides Coaching"
Please note: You can also add coaches via the coach tab. This will automatically give them the coach permission when adding them to the platform.
Sharing Coach Availability
In order for coachees to be able to schedule sessions with their coach, the coach must first sync a calendar and share their availability. This can be done under the coach's "My Settings" page under the calendar tab.
Available for New Clients
Coaches are able to toggle on or off if they are available to accept new engagements. To turn this on or off, log in as a coach.
Click on your icon on the top right corner and click on My Settings
Under the General tab, click on the pencil icon
Check I’m available for new clients if you are available for new clients
Leaving the I’m available for new clients toggled OFF will not display the coach to the global admin as an option to create an engagement with unless the coach toggles the option back. Existing engagements will not be affected.
Set Engagement Capacity and Limits
Global admins can set a capacity limit of active engagements for (internal) employee coaches. Coaches can also set their own limit of active engagements. To set engagement capacity and limits in their "My Settings" page.