Managing your platform settings just got easier with the Global Settings page. 🎯 Everything you need is in one convenient spot. 🌟
Why You’ll Love Global Settings:
All-in-One Access: Quickly reach every setting from a single page. 🔎
User-Friendly Design: A sleek, intuitive layout for easy navigation. 💻
Save Time: Get in, make changes, and get back to what matters. ⏱️
Who This Is For 👥
The Global Settings page was built with YOU in mind! Here’s who can benefit most:
Independent Coaches: Manage coaching preferences seamlessly. 📋
Internal Coaches: Boost productivity with easy access to team settings. 🧑💼
Platform Admins: Simplify oversight across teams and settings. 👩💻
Let’s dive into the Global Settings page 📝
Step 1: Access the Global Settings Page 🌐
Navigate to the top menu on your dashboard. From there, click Settings. It’s that simple! 🎉
Step 2: Get to Know Each Card 🃏
Explore each card on the Global Settings page to see where everything is housed. Each card represents a different setting category, making it easy to find exactly what you need.
My Settings
Personal Settings: Personalize your account with details like a profile picture and contact information to create a polished, client-friendly presence. You can also enable multi-factor authentication to your account here.
Notifications: Take control of your alerts—manage when and how you receive updates on session bookings, platform notifications, and other key activities.
Calendar: Sync your schedule with external calendars (Google, Outlook, etc.) and set your available hours for a hassle-free booking experience.
Subscription: View and manage your subscription plan, billing information, and account upgrades all in one place.
Company Settings
Company Profile: Maintain a cohesive brand by adding or updating company information, including logos and contact details.
Marketplace Settings: Optimize your coaches’ visibility by adjusting settings for how they appear in the public marketplace.
Branding: Customize the platform’s look and feel with logos and color schemes that reflect your organization’s unique brand identity.
Invoicing & Payments: Streamline financial operations by managing payment methods, tracking client transactions, and customizing invoices.
Packages: Design and manage various coaching packages, session bundles, and pricing options for easy client purchase.
Employees: Add and manage team members, define roles, and set permissions to ensure secure collaboration.
Custom Fields: Tailor intake forms with specific fields to capture essential client information aligned with your organization’s needs.
Organizational Structure: (Enterprise only): Set up and organize your company’s hierarchy to provide clear structure and support for larger teams.
Custom Email Domain: Configure email addresses to use your company’s domain, ensuring professional, consistent communication.
Engagement Settings
Engagement Templates: Create reusable templates for coaching engagements, making it easy to set up consistent sessions with each new client.
Coach Matching: Set criteria for pairing clients with coaches based on expertise or goals, improving the client experience with tailored connections.
Highlight Tips & Best Practices 🌟
Get the most out of Global Settings with these handy tips:
Review settings regularly to keep everything fresh and aligned with your goals. 🌱
Notify your team before making big changes to avoid any surprises!.📢
Troubleshooting 🛠️
If you run into any hiccups, here are some quick fixes:
Can’t access certain settings? 🤔
Solution: Make sure you have Admin permissions.Settings won’t save? 🔄
Solution: Check your internet connection and try reloading the page.Not sure which settings to update? 😕
Solution: Visit the Help Center or reach out to our support team! We’re here to help. 💌
For Other questions: You may reach out to us at [email protected].