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Coaching Software
Navigate the suite of tools designed to help coaches.
Coachee Notifications: A Quick & Easy Guide 🚀
Coaching.com - IP Whitelist
Features Overview of Coaching.com
How do I report a bug?
U.K. Environment Upgrade - Technical Details
U.K. Environment Upgrade Guide and FAQs
Coaching.com Account Types and Roles
Global Admin (Limited Access)
Use Coaching.com as an Internal Management System
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)
Onboarding Checklist - Coaching.com
Independent Coaches: Your Onboarding Checklist
Getting Started for Independent Coaches
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 Independent Coaches
Getting Started for Internal and Contracted Coaches
How to Set up your Organisational Structure and Location Admins
How to Toggle Email Notification Settings
I sent an invitation to someone and they did not receive it.
Invite and Manage Your Clients
Learning Journeys
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
Signing Up for a Coaching.com Account
Starting Out as an Independent Coach: A Quick Checklist
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
Wide Logo's and Branding Uplevel
Calendar Integration Nylas V2 End of Life October 15th, 2024
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
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
Recurring Sessions
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
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
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