View and connect with coaches

This section helps you understand how to view your existing coaches, connect with new ones, and participate in a coach matching process when available.

 

 View Your Coaches 

To see your current coaches—the ones you already have an active relationship with:

1. Go to the Coaches tab in the left-side menu.
2. You’ll find a list of all the coaches.
3. Click Options next to a coach’s name to:
   • View their profile
   • Send them a message
   • Book an appointment

 Note:

• If your admin assigned a coach to you, you’ll receive a platform notification, and the coach will automatically appear in your “My Coaches” list.

• If a coach added you directly as their coachee, you’ll also receive a notification, and they will be added to your list automatically.

 

 Connect or Add a New Coach

To explore and connect with new coaches:

1. Go to the Coaches tab in the left-side menu.
2. Click on Coach Directory.
3. From the directory, you can:
   • View all coaches available within your organization.
   • Filter based on your preferences or coaching needs.
   • Click Get AI Coach Suggestion to have coaches recommended for you, ranked by how well they match.
   • pen a coach’s profile to learn more about their background and expertise.
   • Book a discovery session to meet the coach before making a decision.
   • Or click Select This Coach to add them directly as your coach.

Once you select a coach, they’ll receive a notification, and their name will appear under your “My Coaches” list.

 

Get an AI Coach Suggestion

If you are not sure which coach to look for, AI can suggest coaches for you.

1. In the Coach Directory, click Get AI Coach Suggestion.
2. Answer a short set of questions about your goals and what you are looking for in a coach.
3. You’ll receive a list of recommended coaches, each with a match percentage showing how closely they fit your answers.
4. From the results you can open a coach’s profile, Book a discovery session, or click Select This Coach to add them directly — the same options available anywhere in the directory.

The match percentage reflects how closely a coach’s expertise and approach line up with the answers you gave. It is a guide to fit, not a rating of the coach.

 

 Note:

If you do not see the Coach Directory option on your platform, it means your admin has disabled this feature for your account.

 

  Participate in a Matching Process

If your admin has initiated a matching process for you to choose a coach:

1. You’ll find it displayed on your portal under Coaches tab in the menu.
2. Click Coach Matching
3. You’ll see a curated list of coaches recommended by your admin.
4. From this list, you can:
   • Book a discovery session with one or more coaches to explore the best fit.
     • Click Schedule next to the coach’s name to set a session.
   • Or directly select a coach without a discovery session by clicking Select Coach.

Once you confirm your selection, the coach will be added to your list, and the coach will receive a notification.