Dashboard Guide

Updated Jul. 08, 2020 by Support

After logging in, you will be always redirected to your account's dashboard. The Dashboard is where you can find all data and records related to your account, it also helps you to navigate quickly to certain places within the platform.

 

For Coaches

The coaching dashboard is designed to help you quickly access all your account's important data and other key features of the system.

From your coach dashboard, you can quickly access:

Account statistics:
  • Total coachee count
  • Total completed sessions
  • Total coaching session hours
  • Unpaid invoices
  • Coach rating
Activities:
  • Monitor your coachee's recent login activities on the platform
  • See most recent updates from your coachees on the Activity log
Quick Access:
  • Quickly start a new Coaching Session
  • Recently attended session or view most recent session notes.
  • Assigned assessments - assessment answers and pending assessments assigned to your clients
  • Upcoming appointments to your clients
Filter:
  • Filter data by date span

 

For Enterprise

Enterprise dashboard provides better monitoring on Coach and Coachee appointments and engagements.

From your enterprise dashboard, you can access:

Account statistics:
  • Total coach count
  • Total coachee count
  • Total session hours completed
  • Average session length
Session Logs:
  • Scheduled Sessions
  • Completed Sessions
  • Session Status Metrics
Engagements:
  • Monitor most recently updated engagement progress
  • Monitor engagement status
Filter:
  • Filter data by coach
  • Filter data by date span

 

For Coachees

The coachee dashboard is designed to help you quickly view upcoming appointments and activities coming from your coach.

From your coach dashboard, you can quickly access:

  • Activity Logs - See the most recent updates from your coach
  • Upcoming Appointments
  • Assigned Assessments
  • Filter data by date span

 

 

Managing your Coachees

Updated Jul. 09, 2020 by Support
 
My Coachees

All of your coachees can be found on this page, this page is where you can get to their profiles and check their account activities, invite them to a new appointment, add assessment, assign questions, etc.

Advanced Tip: Quick access menu is available on each coachee entry, click the ellipsis found at the right side of the coachee to see the dropdown menu options. This can help you do numerous general actions that can help you save time.

 

Adding a New Coachee

Here's how to add a new Coachee:

  1. Click the "New" button at the top of the panel.
  2. A modal will pop up, fill in the coachee's first name, last name, and email address.
  3. Click the "Submit" button to proceed.
  4. A coachee account will be automatically created and will appear on your coachee list.
  5. (Optional) If you want your coachee to take part and have control over the coachee account that you've just created, you can do so by sending them an invitation to complete their account.

Notes: 

  • You can only edit your coachee's profile information, email, and profile photo if their account is still inactive.
  • We strongly recommend inviting your coachee to take control of their coachee account, that way you will have smooth interactivity and collaboration when using the platform.
 
Your Coachee's Profile

Your coachee's profile has its own summary of their activity logs, upcoming appointments, and completed appointments.

It has its own tabbed navigation in which you can access their records for each interactive features such as Actions, Goals & Milestones, Files, and Assessments.

 

Actions List

This is where you can monitor all the actions/tasks that you've recently assigned to your coachee. It is built with a progress slider and a progress meter for you and your coachee to easily read the progress they've made for each action. It also has its comments system for you to engage in brief conversations with your coachee.

Adding a New Action
  1. Click the "New" button found at the topmost right of the panel.
  2. Fill in the Action/Task and due date fields.
  3. (Optional) Add the task into an existing goal or create a new goal on the spot.
  4. Hit "Save" once you are done.

The action you've created will reflect on your coachee's account. You will be notified via email once your coachee adjusts the progress meter or made changes to the Action/Task description.

 

Goals & Milestones

Goals & Milestones are long term tasks for your coachee, milestones consist of multiple actions that your coachee needs to accomplish, while Goals are set of Milestones that will be only completed upon completing all of the milestones.

Setting up Goals are essential to your coachee's development and success.

Creating a New Goal
  1. Click the "New Goal" button found at the topmost right of the panel.
  2. Input the goal title and due date.
  3. Hit "Save" once you are done.
Creating Milestones
  1. On an existing goal, click the "View Milestones" and then click "New Milestone"
  2. Input the milestone title and due date.
  3. Hit "Save" once you are done.
Creating a New Action under an existing milestone
  1. Click the "Create one now" link or the "New" button found beneath the milestone.
  2. Fill in the Action/Task and due date fields.
  3. (Optional) Add the task into an existing goal or create a new goal on the spot.
  4. Hit "Save" once you are done.

Similar to actions, you will be notified via email once your coachee adjusts the progress meter or made changes to the Action/Task description.

 

Files

This section is where you attach files and resources to your clients, where they can view or download the resources on their coachee account.

The files that were previously shared with you by your coachee also appear in this section.

How to attach a new File
  1. Click the "+ Files" button found at the topmost right of the panel.
  2. Attach the file of your choice.
  3. Set file permission (Private or Shared)
  4. Click the "Submit" button once you are done.
  5. An email notification will be sent to your coachee if the file permission is set to "Shared".

 

Notes

This area is where you create notes for your coachee that you can pull during a coaching session while using the Coaching Notepad.

These notes are only available to you for your own reference, your coachees won't see these notes anywhere in their coachee account.

 

Session Log

The list of the past coaching session logs you attended together with your coachee. To learn more about Session Logs, visit the Coaching Session & Logs guide.

 

Assessments

The list of assessments you assigned to your coachee, you can also pull the completed assessments for your reference during a coaching session while using the Coaching Notepad. To learn more about assessments, visit the Assessments Module guide.

 

 

Messages

Updated Jul. 09, 2020 by Support

Send real-time messages by using the Messages feature. 

The Messages feature offers 1-to-1 chat messaging between coaches and coachees. In case the other person is not currently active or using the platform, the message you sent thru chat will be sent to their email address.

Keep an eye at the Messages logo at the topmost right of your screen for new messages.

Advanced Tip: You can also quickly access messages directly from your coachee list.

 

 

Managing your Files

Updated Sep. 16, 2021 by Support

The Files or File Attachments page is where you can find all of your uploaded file resources and files that are shared by your Coach/Coachees.

The page has a grid and list view which you can set by clicking the grid and list view buttons below the "+Files" button.

How to upload a new File
  1. Click the "+ Files" button found at the topmost right of the panel.
  2. Attach the file of your choice.
  3. Set file permission (Private or Shared)
  4. Click the "Submit" button once you are done.
  5. An email notification will be sent to your coach/coachee if the file permission is set to "Shared".
Supported File Types:
  • Word Documents: doc, docx, word
  • Documents: pdf
  • Spreadsheets: csv, xls, xlsx
  • Presentations: ppt, pptx
  • Photo: jpg, jpeg, png
  • Video: Mp4

Limitation: The maximum filesize for each file upload is 25MB.

Need more file storage?

Visit the Membership Levels page to know more know which plan is fit for your use case.

 

Go to Membership Levels Page

 

Inquiries from your public coach profile

Updated Jul. 09, 2020 by Support

On this page, you will see all the inquiries that came from your public coach profile. To learn about making your coach profile public, visit our guide Setting up your coach profile.

Reading Inquiries
  • Simply click to an inquiry to see the full body of the message.
  • You can also reply to the sender via email by clicking the "reply" link within the page of the inquiry.

Note: After opening an inquiry the system will automatically add the sender to your Contact List.

Inquiries are only accessible to paid membership levels. Visit the Membership Levels page to know more.

 

Go to Membership Levels Page

 

Managing your Contact List

Updated Feb. 24, 2021 by Support

The Contacts page holds all of your contacts that you have created or uploaded as you use the platform. 

Adding a new Contact

There are two types of adding a new contact, you can add a single contact or you can add multiple contacts all at once.

Adding a single Contact
  1. Click the "New" button found at the topmost right of the panel then click "Add a Single Contact".
  2. Fill up all the available fields.
  3. Click "Save" once you're done.
  4. Alternatively, you can click "Save & add a new Contact", if you want to add another contact consecutively.

Adding Multiple Contacts

To upload multiple contacts, you must put your existing contact list to an excel sheet and convert it into CSV.

Converting your Spreadsheet to CSV
  1. Open your file in your spreadsheet program
  2. Click on File and choose Save As.
  3. Under Save as type, choose CSV (Comma delimited). Click Save.
  4. You may see a message that your file "may contain features that are not compatible with CSV." This message is to inform you that any formatting you may have (such as colors or bold text) and any formulas will not be preserved in the CSV formatted file. Click Yes to continue.
Header format

To prevent file import errors, there are a couple of things to look for before uploading your file:

Required Headers
  • email - Each contact is required to have an email address. Contacts without an email address won't be imported (Required)
  • first_name (Required)
  • last_name (Required)
Optional Headers
  • contact_number (Optional)
  • birth_date (Optional)
  • company_name (Optional)
  • occupation (Optional)
  • linkedin_url (Optional)
  • facebook_url (Optional)
  • website_url (Optional)
Sample Header format
Data Sample CSV Format

After saving the CSV file, go to the Upload Contact List page to upload the CSV file. Click "Proceed" to complete the process.
 

Integration Support:
Your contact list in Coaching Loft can be synced with your MailChimp account (if you use one). Where every time you create or update a contact in Coaching Loft, it will be automatically added to your MailChimp Account. 

 

Contacts are only accessible to paid membership levels. Visit the Membership Levels page to know more.

 

Go to Membership Levels Page

 

Using Coaching Questions Library

Updated Feb. 24, 2021 by Support

The Coaching Questions Library is a collection of questions that you can use during a live coaching session with your coachees.

It is mainly used as a guide or an ice-breaker which can be quite helpful during live coaching sessions. Assigned questions to coachees can only be seen on the Coaching Notepad during live sessions.

To view the assigned questions on Coaching Notepad during live sessions, simply click the questions button right above the session note text area.

After clicking the question button, a modal containing all the questions assigned to the coachee will be visible. You can use those pre-assigned questions on your live coaching session by simply clicking the "Copy To Notepad" button.

online coaching app

 

Coaching Questions are only accessible to paid membership levels. Visit the Membership Levels page to know more.

 

Go to Membership Levels Page

 

 

Setting up Feedbacks

Updated Jul. 09, 2020 by Support

Coaching Loft has it's own feedback and rating system for coaches, which can help coaches evaluate themselves and see what areas they can improve.

Feedbacks and overall rating comes from your coachees, a feedback form will be sent to their email address after having a live coaching session with them. You can adjust the recurrence of feedback sending on this page by simply changing the recurrence count at the Feedback Setting panel.

You can also show or hide feedbacks with testimonials to your public coach profile.

 

The Feedback feature is only accessible to paid membership levels. Visit the Membership Levels page to know more.

 

Go to Membership Levels Page

 

 

Affiliate Program

Earn 50% of initial membership payments for all membership levels and then 5% of their monthly membership fee (only for the first 11 months) from the sign-ups you've referred to! (This also applies when the referred account holder upgrades for a higher membership level). If someone clicks through your link and does not sign up immediately, the system will remember that you sent them and credit your account if they sign up within 7 days. 

To learn more about the program, visit the Affiliate Program Landing page.

Affiliate Program Activation (for Coach and Coachee)

Both Coach and Coachee Accounts have access to the Affiliate Program. 
To activate the affiliate program:

  1. Login to your account.
  2. On the uppermost right of your screen, click your profile avatar.
  3. Click Settings.
  4. Scroll down to "Affiliate Program" section then click "view details".
  5. You will be redirected to the Affiliate Program Landing page within your account.
  6. Scroll down and turn on the "Activate Affiliate Partner Program" switch.
  7. You will be redirected to your affiliate partner dashboard.

What's Next?
  • Provide your Paypal Business account email to the Paypal Account Email field found on your affiliate partner dashboard.
  • Share your affiliate link to your website or social media accounts.

 

Don't have a Coach or Client Account?

You can open a separate Affiliate partner account without creating a coach or client account. Click here to get started.

 

Go to Affiliate Program Landing Page

 

 

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