Coach Pool and Matching Process

Enterprise admins can implement a managed process where coachees select their own coach from a coach pool. A coach pool is a curated list of coaches that coachees can review, book discovery sessions with, and decide who best fits their needs.

  

 Create a coach pool

1. Go to the Coaches tab in your Enterprise portal.
2. Click Coach pool 
3. Click +Create at the top right side of the panel.
4. Select the coaches you want to include in the pool.
   • Use filters to narrow down coaches by criteria that match your needs. 
5. Cilck Next
6. Provide a Coach Pool name and description, then click Next.
7. Optionally, assign the new coach pool to an authorized user, or skip this step.
8. Click Save.

 

 Start a Matching Process

Once a coach pool is created, you can launch a matching process. This makes the pool visible in the selected coachee’s portal.

1. Click the coach pool you want to use.

2. At the top right side of the coach pool window, click the Matching Process button.

3. Select the coachee to start the matching process with.

   1. You can select an individual coachee or a coachee group 

4. Click Start Matching Process and confirm by clicking Yes.

5. An email notification will be sent to the coachee.

   • Coachee will also see a message that there is an active matching process on their dashboard

 

 What happens next 

1. In the coachee’s account, a new section will appear in their dashboard.

2. The coachee can review the pool of coaches.

   • They can schedule discovery sessions with one or multiple coaches to decide on the best fit, or select a coach immediately.

3. As an admin, you can view and manage active matching processes by going to the Coaches tab in the menu and clicking the Matching Process button at the top.