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Coaching Software
Navigate the suite of tools designed to help coaches.
Coaching.com Account Types and Roles
Global Admin (Limited Access)
Use Coaching.com as an Internal Management System
Live and Personalized Coaching.com Onboarding Package
Brand Your Company Account
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!
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
Changing Coach Account Types (Internal and Independent)
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
Change Your Engagement’s Status
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
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
Group Coaching Early Access