Create engagement templates

Engagement Templates allow you to standardize coaching programs across your organization. They help ensure every coachee follows a consistent structure while giving coaches  an efficient way to deliver recurring programs.

 

 Create an Engagement Template From Scratch

1. Go to the Engagement tab in the left-hand menu.
2. Select Program Templates.
3. You will be directed to the Template List page.
4. Click + New in the top-right corner.
5. Enter a Template Name and click Save.
6. Click + Add Items to begin building the structure of your engagement program.
7. Once the template is ready, you can:
   • Click Save & Exit to store the template for future use.
   • Click Create an Engagement Using This Template to assign it immediately and launch the program.

    

  Create an Engagement Template From an Existing Coaching Package

You can convert a Coaching Package into an Engagement Template for faster setup.

1. Go to the Engagement tab in the left-hand menu.
2. Select Program Templates.
3. You will be redirected to the Template List page.
4. Click + New in the top-right corner.
5. Choose the Coaching Package you want to convert.
6. Click Save.

A new template will be created automatically using the items from the selected package.
You can then customize the template by adding new items, removing unnecessary ones, and reordering the sequence to match your program structure.

Once the template is ready, you can:

• Click Save & Exit to store the template for future use.
• Click Create an Engagement Using This Template to assign it immediately and launch the program.

 

Pro Tip: 

When adding a Coaching Session item in an engagement template, you can:

• Predefine the session duration (30 minutes, 60 minutes, or a custom timeframe).
• Enable coachee scheduling by ticking Allow coachee to book this session, giving coachees flexibility once the engagement is assigned.

  

 Managing Items Within a Template

Admin can customize Engagement Template items at any time:

• Remove items using the delete icon.
• Duplicate items using the copy icon.
• Reorder items by dragging and dropping them into the preferred sequence.

 

 Accessibility Settings for Engagement Creation

Admins can decide whether coaches are permitted to create and assign engagements.

To update this setting:

1. Go to Settings > Accessibility.
2. Untick Allow coaches to create new engagements if you want to restrict this option.