User Guides

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83 articles in this collection
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Contact Management

Bulk Upload: Vendors

Available to Pro and Enterprise plans, this article will show you how to successfully upload your vendors using the bulk upload feature.
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Updated over a week ago

Bulk Upload: Employees

Available to Pro and Enterprise plans, this article will show you how to successfully upload your employees using the bulk upload feature.
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Updated over a week ago

Bulk Upload: Clients

Available to Pro and Enterprise plans, this article will show you how to successfully upload your clients using the bulk upload feature.
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Written by Support
Updated over a week ago

Send a Chat to Another User

How to send messages to Coaching.com users from your Messaging Center.
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Updated over a week ago

Coaching.com Video (New)

Meet seamlessly through Coaching.com video
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Updated over a week ago

Which notifications can INACTIVE users receive?

A list of notifications that you can optionally send inactive coaches and coachees.
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Updated over a week ago

Which Notifications can ACTIVE Coachees Receive?

A list of notifications that active Coachees can receive.
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Updated over a week ago

Adding Client Companies and Client Coachees

Add client companies to your account to begin engaging with them.
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Updated over a week ago

Adding Vendors and Coaches

Connect with vendor companies and start sharing coaches.
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Updated over a week ago

Send Invites to Internal and External Users

You can send and re-send invitations to Clients, Coaches, Vendors, Point of Contacts, Direct Clients, and Invite Inactive Clients.
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Updated over a week ago

Invite and Manage Your Clients

Adding the Clients you work with to your Vendor account.
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Updated over a week ago

Adding and Managing Coaches

Add three different types of coaches to your account.
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Updated over a week ago

Add Employees and Assign Them a Role

Learn how to add Employees and assign internal User Roles.
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Updated over a week ago

Sharing Coachees With a Vendor

Share your coachees with a vendor company.
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Updated over a week ago

How to Share Coaches with Clients

Learn how to share your coaches with your clients to get started.
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Updated over a week ago

Add Coaches to a Coach Pool

Learn to Add a Coach to an Existing Coach Pool
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Updated over a week ago
Engagement Management

Bulk Upload: Engagements

Available to Pro and Enterprise plans, this article will show you how to successfully upload your engagements using the bulk upload feature.
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Updated over a week ago

Creating Engagements

Create an Engagement Program, customize your Sessions, and more!
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Updated over a week ago

Send Forms to Your Users

Selecting Recipients and sending Engagement Forms via email and in the app.
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Updated over a week ago

Sending Forms to Your Employees and Stakeholders

Learn about creating, sending, responding, and downloading Forms.
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Updated over a week ago

Manage Your Engagement Settings and Permissions

Admins can use engagement settings to customize the engagement and to grant access and control of the engagement to others.
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Updated over a week ago

Change Your Engagement's Status

Start, Pause, Complete, or Restart an Engagement.
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Updated over a week ago

Tag Goals with Themes

Create and tag goals with themes from your Theme Library.
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Updated this week

Sending Files to Your Coach for Coachees

Coachees can share Files within an Engagement.
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Updated over a week ago

Add and Send Tasks to Your Coachees

Assign Tasks to Coachees within your Engagements.
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Updated over a week ago

Respond to a Form for Coachees

Coachees can fill out Forms from notifications, email, or within the Engagement.
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Updated over a week ago

Add Goals and Get Feedback from Anyone

How you can add Engagement Goals to track your Coachees progress and request feedback from others.
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Updated over a week ago

Update the Completion Date of a Session

Updating your completion dates to keep your data accurate.
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Updated over a week ago

Complete a Session in Your Engagement

Completing Sessions to generate Invoicing and Reporting.
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Updated over a week ago

Schedule and Reschedule Sessions with Your Coach

Easily schedule and reschedule sessions with your coach.
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Updated over a week ago

Add Details to Your Sessions

Add Details to Your Sessions Including Location, Time, and Actions
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Updated over a week ago

Create and Share Engagement Notes and Documents

Create Notes and Documents within your Engagements that are private and can be optionally shared with others.
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Updated over a week ago

Manage Meeting Locations and Default Settings

Save your preferred meeting locations.
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Updated over a week ago

Create Custom Program Templates

Create a Program Template for your Engagements to be reused anytime.
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Updated over a week ago

Deleting Engagements

This article will show you how to delete an unwanted engagement.
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Updated over a week ago

Send Engagement Notifications to Inactive Clients

This article will show you how to send notifications to inactive clients via email.
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Updated over a week ago

Adding Engagement Stakeholders

Add stakeholders with permissions to view or edit the engagement.
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Updated over a week ago
Getting Started

Troubleshoot Your Account

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Updated over a week ago

Organizational Structure

Configure your Enterprise company's organizational structure to provide account admins with different levels of access.
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Updated over a week ago

Frequently Asked Questions (FAQs)

Find answers to common questions users have.
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Updated over a week ago

Need Help? Try Our Free Support Options

Where to find User Guides, Webinars, and in-app Chat Support.
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Updated over a week ago

Getting Started for Internal and Contracted Coaches

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Updated over a week ago

Getting Started for Company Admins

Admins will learn how to use their Personal Settings, Make Templates, Add People, and start using Engagements.
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Updated over a week ago

Getting Started for Coachees

Learn how to activate your account, schedule Sessions, access Engagement Resources and more.
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Updated over a week ago

Signing Up for a Coaching.com Account

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Updated over a week ago

Privacy: What Can Everyone See?

Each user has permissions for what they can and can't see in their accounts.
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Updated over a week ago

Use Coaching.com as an Internal Management System

If you are looking for an internal management system Coaching.com offers features to track your coaching progress.
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Written by Support
Updated over a week ago

Getting Started for Independent Coaches

Learn how to create an Independent Coach account and get started using Coaching.com
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Written by Support
Updated over a week ago