Add a Vendor
Adding vendors allow outside companies to create engagements with you. There are two types of vendors that you can connect with:
Independent Coach: A coach who runs their own individual engagements.
Coaching Company: A company that offers multiple coaches.
How to add Vendors
From the Vendors page click Create New.
Select from Independent Coach or External Vendor.
Fill out the steps for the vendor information .
Requesting and Suggesting Coaches
When you have connected with a vendor company they may choose to share their coaches with you or you may request and suggest coaches.
How to Request a Coach
From the vendors page select a Vendor Company.
From the company page select the Coaches tab.
Click Request Coach.
Type in a coach’s email address.
If the coach is found in the system, select the coach and click Request.
If you are requesting an active coach from an active vendor company the request will automatically approve.
If the system doesn’t find the coach you may fill in their email and name to suggest the coach to the active vendor company.
If a vendor shares a coach with your company, you will then be prompted to approve the coach.