Run a Coaching Session

 For Independent Coaches 

 For Coaches within Enterprise & Coaching Firm 

 For Coachees

 

How to Start a Scheduled Coaching Session

 

 For Coaches

1. Go to your Appointments Calendar or your Coach Dashboard.
2. Locate the scheduled appointment with your coachee.
3. Click the “Start Session” button (red start icon).
4. You’ll be redirected into the live coaching notepad where you can:
   • Take notes in the Coaching Notepad.
   • Assign actions or questions in real time.
   • Launch a video call (Coaching Loft built-in video or integrated Zoom/Teams link).

 

 For Coachees

1. Log in to your Coachee Portal.
2. Go to your Dashboard or Appointments Calendar.
3. Open the scheduled appointment.
4. Click “Join Session” to enter the live coaching session room.

 

Starting Sessions Without a Scheduled Appointment

 

  For coaches

If you need to start a spontaneous session (not pre-scheduled) 

1. From your left-hand menu, click Quick Session.
2. Select one or more coachees (or a coachee group) and click Proceed.
3. You will be redirected directly to the Coaching Notepad.
4. Click Start Session to begin.
   • Once started, the session timer will automatically begin recording the duration.

  

 Important Notes

• Availability Settings: Sessions can only be scheduled within the time slots you (or your coachee) have set in availability settings.
• Video Integration: If Zoom or Teams are integrated, links will auto-populate in the invitation.
• Notifications: Both email and platform notifications are sent to participants when a session begins.
• Enterprise Admins: Admins can schedule sessions between coaches and coachees, but only the assigned coach can start the session.