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.
Have you added coaches? Read our article about Managing Coaches.
Create a Pool
From the Coaches Page click on the Select button.
To select a Coach click on the checkbox next to their name or click Select All.
Click Create Pool.
Name the Pool, add a Description, and click Save.
Start the Matching Process
You may start the matching process from the engagements page.
From the Engagements Page click Create Engagement.
Select Share Coach Pools.
Follow the rest of the wizard to create the Engagement and click Start Matching.