Coaching Software
Navigate the suite of tools designed to help coaches.
By Admin and 2 others3 authors143 articles
- Coaching.com Account Types and Roles
- Global Admin (Limited Access)
- Use Coaching.com as an Internal Management System
- Stay Organized with your Coach & Admin Dashboard
- Effectively Use the Homepage and Global Navigation on Coaching.com
- Global Settings Made Simple: Everything You Need, All in One Place!
- How to Set Up Your Organizational Structure and Location Admins
- Add Employees and Assign Them a Role
- Adding and Managing Coaches
- Adding Client Companies and Client Coachees
- Adding Vendors and Coaches
- Branded URLs
- Bulk Upload Guide
- Bulk Upload: Clients
- Bulk Upload: Employees
- Bulk Upload: Vendors
- Onboarding Checklist - Coaching.com
- Independent Coaches: Your Onboarding Checklist
- Getting Started with the Coaching.com Software
- Coaching Business Providers: Your Onboarding Checklist
- Custom Email Domains
- Custom Fields
- Customize Your Profile
- Deleting My Coaching.com Account
- Getting Started for Coachees
- Getting Started for Company Admins
- Getting Started for Internal and Contracted Coaches
- How to Toggle Email Notification Settings
- I sent an invitation to someone and they did not receive it.
- Invite and Manage Your Clients
- Logging Out of Your Account
- Manage Your Profile and Personal Settings
- Send Invites to Internal and External Users
- Setting Up Custom Email Domains for Your Coaching Platform
- Sharing Coachees With a Vendor
- What if I Invite a New Company with the Wrong Email Address?
- Which Notifications can ACTIVE Coachees Receive?
- Which notifications can INACTIVE users receive?
- Upgrading your Calendar
- Branding & White Labeling Your Coaching.com Platform
- How to Reassign Coachees Across Client Organizations
- Calendar Integration Security & Authorization Flow
- Microsoft Teams for Session Meeting Locations
- Sync Your Calendar With Coaching.com and Manage Scheduling
- Coaching.com Video
- Zoom Meetings Integration
- Connected Zoom Accounts Testing Guide
- Google Meet Integration
- iCal and iCloud Calendar Limitations
- Coachee Scheduling Assistant
- Managing Goals Within an Engagement
- Manage Your Engagement Settings and Permissions
- Add Stakeholders (Viewers and Editors) to an Engagement
- Add and Send Tasks to Engagements
- Activating and Managing Engagements
- Coach Engagement Capacity Settings
- Bulk Upload: Engagements
- Let's Create Custom Engagement Templates (The Fun and Easy Way!)
- Deleting an Engagement
- Automate Notifications for Engagements
- Create and Share Engagement Notes and Documents
- Complete a Session in Your Engagement
- Send Forms to Your Users in an Engagement
- Sending Engagement Resources to Your Coaches and Coachees
- Manage Engagement Meeting Locations and Default Settings
- Add Goals and Get Feedback from Anyone
- Analytics Tab within Engagements
- Engagement Progress Tracking and Nudges
- Activating Engagements
- Creating and Managing Forms
- Creating Engagements
- How do I add Themes to Goals in an active Engagement?
- How to Adjust Your Engagement Capacity in Coaching.com
- On-Demand Coaching: Your Guide to Situational or Ad-hoc Coaching Solutions
- Respond to a Form for Coachees
- Schedule and Reschedule Sessions with Your Coach
- Send Engagement Notifications to Inactive Clients
- Send Forms by Email and Link
- Tag Goals with Themes
- Why Aren’t My Engagement Items Showing as Completed?
- Why Can’t My Coachee Schedule a Session or Interview?
- Coach Ratings
- Hide & Automate Program Item Visibility
- Group Coaching Engagement Sessions
- 1:1 Sessions within a Group Coaching Engagement
- Engagement Details Tab in a Group Coaching Engagement
- Group Coaching Engagement Goals Overview
- How to Create Group Coaching Engagements
- How to Create a Group Coaching Engagement Template
- Group Coaching Engagements Overview Tab
- Unlock the Power of Group and Team Coaching
- Creating Group Coaching Engagements
- Group and Team Coaching
- Group Coaching Engagement Assignments (Links, Files, Forms, and Tasks)
- Preparing for and Launching a Group or Team Coaching Engagement
- Participants Tab and Management Within a Group Coaching Engagement
- Platform Features of a Group or Team Coaching Engagement