This article will teach you how to group your coaches into categorized pools which you may suggest to your clients and coachees.

To begin, go to your Coaches tab from the left side navigation bar.

Creating a New Coach Pool:

  • Click on the Select button

  • Check the specific coaches you would like to add to a pool

Hint: You may also use the Filter option on the right side of the page to view specific coaches by applying settings

  • Once you have selected the desire coaches, click on the + Add button, and choose + New Pool

  • Give your coach pool a name and a description

  • Once finished, click on the Create Pool button

Add Coaches to an Existing Pool:

  • Click on the Select button

  • Select the coaches you would like to add

  • Click on the +Add button, then choose Existing Pool

  • Select which pool you would like to add your coaches to, then click on the Update Pool button

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