Overview 

Engagements is a helpful feature for you to organize your coaching engagements with your coachees. If you and your coachee have agreed on a fixed number of coaching sessions, the engagement module can help you create a coaching program that you can keep track of sessions and other interactive tasks easily.

 

Engagements List

The list displays the progress of active engagements along with the coachee. From here you can create, edit, and delete engagements or go and setup Program Templates by clicking the "Program Templates" button found under the Engagements title.

 

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

 

GO TO MEMBERSHIP LEVELS PAGE

 

 

Program Templates are templates for your engagements, setup a coaching program plan to be used later on. Program Templates are reusable, which can help you save time when creating new engagements with your coachees.

Your Coaching Packages can be also converted into a Program Template, to know more about Coaching Packages, visit our Coaching Packages guide.

 

How to create a Program Template:

1. From the Engagements Page, click the "Program Template" button.
2. You will be redirected to the Program Template List page.
3. On the topmost right side of the panel, click the "+ New" button.
4. Create a new template by filling up the "Template Name" field or you can easily convert one of your Coaching Packages into a program template.
   
   
   
   
5. Click "Save" to create the template.

 

Created Program Template from Scratch

Initially, If you didn't choose to convert one of your Coaching Packages into a program template or simply didn't have the option, the program template you just created will be empty.

Managing Program Items

• To get started, add a new Program Item by clicking the "+Add Item" button
• Choose which item you want to add to the program.
  • Coaching Session
  • Assessment
  • File
  • Link
• After clicking the item, the page will immediately display the newly created Program Item.
• You can adjust the order of the Program Items by dragging them vertically next to each other.

Quick Video:

 

Convert a Coaching Package into Program Template

If you instead choose a Coaching Package to convert into a Program Template, the coaching sessions, books, and other activities offered in that coaching package will be converted into a program item to your Program Template.

Managing Program Items

• You can add a new Program Item by clicking the "+Add Item" button
• Choose which item you want to add to the program.
  • Coaching Session
  • Assessment
  • File
  • Link
• You can adjust the order of the Program Items by dragging them vertically next to each other.
• To delete the program item, click the Trash icon at the top right side of the program item detail window.

Quick Video:

 

 

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

 

GO TO MEMBERSHIP LEVELS PAGE

 

 

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.

 

 

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

 

GO TO MEMBERSHIP LEVELS PAGE

 

 

This section explains how to manage an actual engagement by understanding how to add new program items to the engagement, how each of the program items operates, sorting the sequence or flow of the programs inside the engagements, and how to properly mark them base on their current status.

 

Understanding Program Items

Engagements support 4 types of program items that you can add to the engagement later on as you see fit.

• Coaching Session
  This program item is where you can configure coaching session details, schedule, location, and attendees. It has a direct access to the Coaching Loft Calendar for you to input the complete details of the appointment.
  
  
  
• Assessment
  This program item is where you can assign an Assessment to a coachee to be sent later on. The Assessment will be only sent to the coachee when you click the "Send" button within the program item details.
  
  
  
• File
  This program item is where you can assign a file to your coachee to be sent later on. The File will be only sent to the coach when you click the "Send" button within the program item details.
  
  
  
• Link
  This program item is where you can paste website URLs to be sent later on. The Link will be only sent to the coach when you click the "Send" button within the program item details.
  

 

How to add new program items to the engagement

1. Add a new Program Item by clicking the "+Add Item" button
2. Choose which item you want to add to the program.
   • Coaching Session
   • Assessment
   • File
   • Link
3. After clicking the item, the page will immediately display the newly created Program Item.
4. You can adjust the order of the Program Items by dragging them vertically next to each other.

 

Advanced Tip: You can also duplicate program items by clicking the "Duplicate" icon at the top right side of the program item detail panel that you want to duplicate.

 

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

 

GO TO MEMBERSHIP LEVELS PAGE

 

 

Program Item Statuses

It is good practice to mark the completed program items as Completed for you to see the progression of the Engagement. If for example you have done or finished the scheduled coaching session or received the answers of the assessments that you sent from the engagement, you can mark them as completed by clicking the "Check" icon at the top right side of the program item details.

 

 

Engagement Status

The Engagement status can be easily determined by looking at the Engagement title at the top left side of the panel, or by looking at the Engagement list - at the status column of the table.

It is important to update the engagement status based on the current standing of the engagement. If you have already started or completed some program items inside the engagement, it is best to set the Engagement's status to Active. If you have completed all of the items inside your engagement you can change the status of the engagement to Completed.

To update the Engagement's status:

1. Click the "Start Engagement" button at the top right side of the panel.
2. The status will be changed accordingly.
3. If you have completed whole the Engagement simply click the same button to mark the engagement as Completed.

 

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

 

GO TO MEMBERSHIP LEVELS PAGE