Create an Engagement using a Program Template

Updated Nov. 23, 2023 by Support

To create an engagement using a Program Template:

  1. On your Engagements list, click "+ New" at the top right side of the panel.
  2. Select a Coachee then click "Next".
  3. On the "Select Program Template" window, select the program template you want to use.
  4. Click "Next" to proceed with the Engagement details view.

 

Alternatively, after you're done setting up or updating your Program Template from the Program Templates section, you can directly use it to create a new engagement.

  1. Click the "Create an engagement using this template" button found at the bottom right side of the Program Template panel.
  2. You will be redirected to the Engagements list to select a Coachee, then click "Next".
  3. Upon clicking "Next", the Program Template from the page where you came from is pre-selected in the "Select a Program Template" window.
  4. Click "Next" to save and go to the newly created engagement.

Create an Engagement using a Program Template

 

 

The Engagements feature is only accessible to coach accounts with paid membership levels, visit the Membership Levels page.

 

GO TO MEMBERSHIP LEVELS PAGE

 

 

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