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Getting Started
Getting Started for Coachees
Getting Started for Coachees
Admin avatar
Written by Admin
Updated over a week ago

Welcome to! Your admin will send you an invite to activate your account with a link in your personal email browser.

Activate Your Account

Log in to to send your coach messages, schedule sessions, access resources, track goal progress, and make payments.

You will receive an email with an activation link when an invite has been sent.

  • From your email, click the link to create a password.

  • Once the password is set, log in with the same email and password to activate the account.

Helpful tip: Remember to log into the app with the email address it was registered with.

Configure Your Accounts Settings

Once you are logged into your new account, please take a quick look at your account settings. To navigate to your personal settings, click on your icon on the top right of your portal, then select My Settings. The My Settings page will show you two tabs to manage, one for General Settings and another to manage your Notification settings.

Prior to scheduling sessions, please make sure to select your timezone within your General Settings tab. Clicking on the pencil icon will make this tab editable. From the dropdown menu, select the timezone you reside in. This will ensure that when you schedule sessions with your coach, the available time slots will translate to your time zone.

Notification Settings

The notification settings are where you will be able to turn on or off in-app notifications as well as email notifications. Furthermore, you’ll be able to toggle specifically what items you would like to be notified for.

Schedule Sessions

If a coach has shared their availability, a button to schedule sessions will be visible on the engagement dashboard. Both you and your coach will receive confirmation emails and app notifications.

  • From your Engagement Dashboard, under Schedule your next session, click the Schedule Session button.

  • Select the time and date, and click Schedule.

Helpful tip: If the coach has not shared their availability, the admin or the coach must schedule the session.

Fill out Forms

If a coach sends you a form, you can fill it out from the link in their email or within the engagement program. When the coach sends you a form, they will receive an email reminder and an app notification if they have the notifications enabled.

  • From your Engagements page, Select Engagement with the sent Form.

  • Click on Respond, fill out the Form, and click Complete.

  • To respond via email, click on the link in the email.

Helpful tip: If you respond by email, it will show as responded to inside the app.

Mark Tasks Complete

If a coach assigns tasks, you will receive reminder notifications to mark tasks completed inside your account.

  • Click on a Task within the program.

  • If Tasks are assigned to you, complete them by clicking the Complete button.

View Files

A coach may share files from the engagement program with you, OR they may be stored under the engagement resources tab. If you receive an email notification, you can log in to to view, download or mark the file complete.

  • From your Engagement Program, click on the File.

You have the option to preview the file, download the file, or leave a comment on the file.

View Resources

The engagement resources page is a place to collect files needed for the progress of the engagement. You, your coach, and the admin may add engagement resources.

  • From inside your Engagement, click on the Resources tab.

  • Coachees and their Coaches can upload files that are specific to that Engagement.

Add Goals

You and your coach can add goals to your engagements to track progress. Add milestones beneath each high-level goal and mark them complete to track progress.

  • From inside your Engagement, click on the Goals tab.

  • Admin, Coaches, AND Coachees can add Goals.

  • Click on ADD GOAL to add a new Goal.

  • Add milestones, comments, and stakeholders, and request feedback.

Goal Confidentiality

You may choose to set your goals to be confidential or visible to admins. You may only control the confidentiality of a goal that you have created.

  • Click on the Lock icon at the top right of the Goal.

  • Select Confidential to make the Goal private.

Provide Goal Feedback

Inside the goals panel are the goal's progress and the option for users associated with the engagement to provide feedback on the goal. Add stakeholders and send invitations for others to provide feedback from their email.

  • Scroll down to the bottom of the Goal.

  • Click on Provide Feedback to add your feedback.

Each stakeholder’s avatar and most recent goal rating and narrative comments will be listed here.

Access the Messaging Center

Send messages through the messaging center to quickly contact an admin or coach.

  • Click on the message icon in the top right corner and select Open Messaging Center.

  • Choose a message or create a new one.

  • Start typing a message and click the airplane icon to send.

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