Account Set-Up and Management
Account Set-Up and Management
By Admin and 2 others3 authors41 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