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User Guide
Coach Account Setup
Membership Downgrade & Subscription Cancellation
Sign Up for a Coach Account
Set up your Coach Profile
Leads & Inquiries from your coach profile
Setup time zone and availability
White Label - Master Membership
Membership Upgrade
Coachee Account Setup
Set-up your Coachee Account
Setup Time Zone and Availability
General Settings
Membership Levels & Pricing Plans
Password Reset
Logging Out of Your Account
Two-factor Authentication (2FA)
Account Deletion
Browser Notifications
How to Add Coaching Loft to Your Mobile Home Screen
Troubleshooting
Not Receiving Coaching Loft System or Notification Emails?
Need Help? Here's How to Get Support
Customize Email Messages
Manage Email Notifications
Getting Started
Account & Setup
General Functionalities
Dashboard Guide
Managing your Coachees
Messages
Managing your Files
Managing your Contact List
Using Coaching Questions Library
Setting up Feedbacks
Leaderboard
Language Setting
Notification Center
Affiliate Program
Appointments Guide
Managing your Appointments
Syncing your Personal Calendar
Configuring your Appointment Scheduling Pages
Coach Availability Settings
Coachee Availability Settings
Coaching Session & Logs
Coaching Session/Coaching Notepad
Video Call Feature for Remote Coaching Sessions
Managing your Coaching Logs
Video Call Recording
Assessments Guide
Introduction to the Assessments Feature
Managing Assessments
360 Assessments
Engagements Guide
Engagements Overview
Managing your Program Templates
Create an Engagement using a Program Template
Managing an Engagement
Updating Status - Engagement progression
Coaching Packages Guide
Coaching Packages - Overview
Setting up Products
Managing your Coaching Packages
Managing Inquiries to your Packages
Legal & Finance
Overview
Managing Agreements
Sending and Signing an Agreement
Managing Invoices
Invoice Sending
Payments & Settling Invoices
Enhanced Coach Profile
Integrations
List of supported Integrations
Zapier Guide
Zoom Installation Guide
Microsoft Teams Installation Guide
Coaching Loft API
Enterprise Guide
Signing Up for a Business/Enterprise Account
Manage your Account Settings - For Enterprise
Setting up Email Sending Domain - Enterprise Account
Custom Login Page Setup - Enterprise Account
Dashboard Guide
Coach Management
Coach Pool and Matching Process
Coach Usage Metrics
Coachee Management
Subscription Cancellation
White Labeling the Platform
Direct Matching Process
Manage Coaching Packages
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