Ever wish you could snap your fingers and have all your coaching sessions prepped and ready to go? Well, creating custom engagement templates is almost like that! This guide will show you how to set them up, saving you time and keeping things consistent across your programs—no more starting from scratch!
Why You’ll Love This
Custom Engagement Templates let you pre-build sessions, forms, tasks, and resources so that every time you start a new engagement, all the essentials are right there. It's like having a favorite recipe that you can tweak whenever you need, without measuring out the basics every time.
Who’s This For?
Admins and coaches who want to create coaching templates containing sessions, and helpful resources and automate recurring tasks. It’s a huge timesaver!
🎬 Watch It First:
(Cue the popcorn 🍿—here's your quick video guide to templates)
Before You Dive In...
You’ll need Admin access to create and manage these templates.
A few key terms to know:
Engagement Template: Your coaching framework for sessions, tasks, forms, and resources, ready to reuse.
Program Items: All the goodies inside your engagement (like sessions, forms, resources, links, and tasks).
Step-by-Step: Setting Up Your Template Like a Pro
1. Head to Engagement Templates
From your Account Settings, find and click on "Engagement Templates.”
2. Create a New Template
Click "Create New.” Give your template a name and set its basic details. It’s like naming a new playlist—you want it to reflect what’s inside.
3. Add Your Program Items
This is where the magic happens. Add:
Sessions: Set up coaching sessions with dates, topics, or times.
Forms: Upload feedback forms or questionnaires.
Resources: Attach any relevant docs and files that your clients might need.
Tasks & Links: Assign tasks or add useful links. Boom, done!
4. Add Attendees
Click on the checkbox: Include your coachee or coach as a participant of the particular activity you are adding.
5. Work With Resources & Settings Panels
Resources Panel: Upload files that you want your coachees to use.
Settings Panel: Rename the template, attach a theme from the Theme Library, store admin-only files, or delete if you need to start fresh.
Quick Tips for Success 🏆
Think ahead: What do you find yourself doing again and again? Add those items to the template—it's like automating your morning coffee routine.
Troubleshooting (Because Life Happens)
Changes Not Sticking: Remember, if you change something in an engagement, it won’t update the original template—and vice versa. Want them to stay in sync? You'll need to manually update both.
Missing Items: Can’t find a form or resource? Double-check you have the right permissions to access or upload it.
And there you have it! With these steps, you’ll be zipping through your engagements like a pro. Ready to give it a try? Your future self will thank you for it!
Need more help with engagement templates? Email [email protected]