How to add Coaching Relationships

How to Add a Coaching Relationship

Once you’ve added people, you will need to set up coaches. Think about who will be coaches, and list the people that will be on their team.

To set up a coaching relationship, you’ll access the People record for the Coach and select the individuals that they are coaching. 

  1. Select People from the Admin Menu.
  2. Select the edit icon next to the Coach.
  3. Click in the Coaching field and select the individuals this person will coach.
  4. Select Submit.

When a Coach logs in, they will have access to coach these Team Members.

How to Remove a Coaching Relationship

  1. Select People from the Admin Menu.
  2. Select the edit icon next to the Coach.
  3. Click in the Coaching field and delete the individual(s) this person is no longer coaching.
  4. Select Submit.