Welcome to your Coach & Administrator Dashboard! 🎉 Think of this as your command center—a streamlined space designed to keep you informed, organized, and ready to coach. 💼 With its clean layout and intuitive design, the dashboard brings together all your essential tools and information in one place, helping you stay on top of everything from sessions 📅 to client assignments 📝.
Key Benefits:
Instant Access to Essentials: With the dashboard’s quick links and real-time notifications, you'll always have easy access to the tools and updates you need.
Enhanced Organization: Track sessions, assignments, and marketplace packages, all within one seamless view.
Improved Client Management: Quickly create engagements, add clients, and even invoice—all from the same place.
📋 Prerequisites
To access the Coach & Administrator Dashboard, make sure you have Admin Access or a Coach Account.
👥 Who This Is For
This new dashboard experience is tailored specifically for:
Administrators managing client engagements.
Coaches who want an efficient, organized view of their coaching tasks.
📖 Step-by-Step Instructions
Let’s dive into the specifics! Here’s a simple guide to navigating and making the most of each part of your new dashboard.
Step 1: Explore Quick Links 🔗
The Quick Links section at the top of the dashboard is designed for fast, easy access to your most-used tasks. 🏃♂️
🧭 Quick Setup Guide: Ideal for getting new coaches started.
📂 Create Engagement: Kick-off new client projects with a few clicks.
👥 Add Client: Add new clients with ease.
💸 Create Invoice: Generate invoices for sessions or packages.
Step 2: Review Notifications 🔔
Stay informed without searching! Notifications are now front and center, so you’ll see the latest updates as soon as you log in.
Notifications provide clickable links, bringing you directly to session details or client updates.
Use the Hide option to clear out notifications you no longer need.
Step 3: Manage Sessions 🗓️
Sessions are your coaching lifeline, and the new Sessions widget makes them easier to track than ever.
View Upcoming Sessions: See your next sessions by date.
Mark Sessions Complete, Reschedule, or Cancel: To mark a session as done, just click Mark Complete. Need to reschedule? Click the three dots, then choose Reschedule. If you need to cancel, simply select Cancel from the options.
Use Filters to sort sessions by coach, client, or status (e.g., Completed or Scheduled).
Step 4: Use Coach Matching Interviews 📞
The Coach Matching Interviews widget lets you track discovery calls and matching interviews for better client pairing. 🤝
Filter by Status: Sort by completed, scheduled, or canceled interviews.
View and manage upcoming and past interviews in a streamlined list.
Step 5: Organize Assignments 📝
Keep track of important tasks for clients with the Assignments widget.
Update Statuses: Mark assignments as completed.
Click on an assignment to jump straight into the related program item.
Step 6: Track Marketplace Packages 🛒
For users managing packages on the Marketplace, this widget is your go-to for recent sales and purchases.
Review Transactions: Track sales, purchases, and view package details.
Easily see new sales and clients interested in your services.
🌟 Highlight Tips & Best Practices
🔔 Regularly Check Notifications: Keeping up with notifications means you’re always in the loop with client activity and platform updates.
🗃️ Organize Assignments: Update assignments as soon as tasks are complete for a clear, real-time view of your progress.
📌 Use Filters Often: Sorting sessions and interviews by status or client is a great way to stay organized, especially as your client list grows.
💡 Common Pitfall: Forgetting to mark sessions or assignments as complete. Ensure you stay updated to keep your dashboard current.
🛠️ Troubleshooting
Here are a few common issues you might encounter and how to solve them:
❓ Issue: Can't find a session or assignment on the dashboard.
🔍 Solution: Use the Filters above each widget to locate specific sessions or assignments by date, status, or client.❗ Issue: Notifications are cluttering up the dashboard.
👋 Solution: Use the Hide option on hover to clear notifications you don’t need anymore.For Other Issues: You may reach out to us at [email protected].
With these steps and tips, you’ll be navigating the Coach & Administrator Dashboard like a pro. 🌟 Happy coaching!