Admins can create coach pools that will begin a coach matching process between coaches and coachees. Pools can include your internal coaches, external shared coaches, and independent coaches.
Create a Pool
From the Coaches page, select a Coach by clicking on the checkbox next to their name or click Select All.
Click New Coach Pool.
Name the Pool, add a Description, and click Save.
Start the Matching Process
Before you create a new coach-matching engagement, you may want to set up some coach selection parameters for your clients. Check out the guide below to set up Coach Matching Settings.
Create a New Engagement
You may start the coach matching process from the Engagements page.
From the Engagements Page click Create New.
Select the desired coachee, then select ‘Share coach pools’
Select the desired coach matching setting, then click Complete at the end of the wizard.
The coach matching engagement will now be in a ‘draft’ state. To activate the matching process, make sure to click on Start Matching.
