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Coaching.com Software - Managing your Business
Use Coaching.com as an Internal Management System
Live and Personalized Coaching.com Onboarding Package
Global Admin (Limited Access)
Coaching.com Account Types and Roles
Brand Your Company Account
Setting Up Your Organizational Structure and Location Admins
Streamlined Global Settings
The Coach & Administrator Dashboard
Bulk Upload Guide
Multi-Factor Authentication (MFA)
Branded URLs
Custom Email Domains
Setting Up Custom Email Domains for Your Coaching Platform
Coach Ratings
Coach Matching
Coach Matching: Suggest 3 Times
Add Coaches to a Coach Pool
Coach Matching for Coachees
Multiple Matching Settings
Making Coaches Available to Coachees
Algorithmic Matching WalkthroughAn overview of how the Algorithmic Coach Matching feature works, and how to use it successfully!
Create Custom Engagement Templates
Manage Engagement Meeting Locations and Default Settings
Manage Your Engagement Settings and Permissions
Change Your Engagement’s Status
Add Stakeholders (Viewers and Editors) to an Engagement
Coach Engagement Capacity Settings
Add and Send Tasks to Engagements
Creating Group Coaching Engagements
Create and Share Engagement Notes and Documents
Deleting Engagements
Complete a Session in Your Engagement
Send Forms to Your Users in an Engagement
Sending Engagement Resources to Your Coaches and Coachees
Automation for Engagements
Bulk Upload: Engagements
Managing Goals Within an Engagement
Engagement Progress Tracking and NudgesEngagement Progress Tracking and Nudges provides a way to identify when engagements are getting off-track.
Custom FieldsCustom fields are a way to add data to the platform and then report on that data, or utilize in workflows.
On-Demand Coaching: Your Guide to Situational or Ad-hoc Coaching Solutions
Coaching Themes Report
Coachee Report
Coach Report
Coach Matching Report
Tasks Report
Sessions Report
Engagements Report
View Reports that are Generated by Your Engagements
Financial Report
Goals Report
Send and Export Reports
Reports OverviewThis article will provide an overview of all of the standard reports available in the platform