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User Guide
Getting Started
Sign up for a coach account
Got Stuck? Use These Options to Get Answers
Troubleshooting
Not receiving Coaching Loft System or Notification Emails
How to add Coaching Loft to mobile device home screen
Book a demo/On-boarding
Coach Account Setup
Set up your coach profile
Set up your platform language
Customize your email messages
Manage your email notifications
Reset your account password
Log out of your account
Coach Account Management
Navigate your dashboard
Manage your coachees
Manage your contacts
Send & receive messages
Manage your files
Use the coaching questions library
Set up coachee feedback & rating
View notifications
Appointment Guide
Sync your personal calendar
Coach availability settings
Configure your appointment scheduling pages
Manage your appointments
Coaching Session & Logs
Run a coaching session
Use the coaching notepad
Built-in video call
Video call recording
Manage your sessions logs
Assessments Guide
Create assessment templates
Assign assessments
Manage 360 assessments
Engagements Guide
Create engagement templates
Assign & manage engagements
Coaching Packages Guide
Create coaching packages
Manage coaching packages
Coaching packages inquiries
Legal & Finance
Manage invoices
Manage agreements
Integrations
List of supported Integrations
Zapier guide
Zoom installation guide
Microsoft Teams installation guide
Coachee Account setup
Set up your coachee profile
Set up your platform language
Set up your time zone & availability
Enable browser notifications
Set up two-factor authentication (2FA)
Reset your password
Log out of your account
Troubleshoot common issues
Coachee Account Management
Navigate your dashboard
View and connect with coaches
View notifications
Send & receive messages
Manage your files
Use your coaching journal
Manage your actions
Manage your goals
Manage your appointments
View your coaching sessions & logs
Access and complete your assessments
View and track your coaching engagements
Explore and request coaching packages
View and manage your invoices and agreements
Enterprise Account Setup
Sign up for an enterprise account
Set up administrator personal settings
Set up company info
Set up company branding
Set up custom domain and login page
Set up email sending domain
Customize platform email templates
Enable browser notifications
Set up two-factor authentication (2FA)
Add authorized users
Manage accessibility
Manage subscription & billing
Enterprise Account Management
Navigate your dashboard
Manage coaches
Manage coachees
Assign coaches to coachees
Manage coach - coachee appointments
Assessment Guide - Enterprise Admin
Create assessment templates
Assign and manage assessments
Manage 360 assessments
Coaching packages Guide - Enterprise Admin
Create coaching packages
Manage coaching packages
Engagement Guide - Enterprise Admin
Create engagement templates
Assign and manage engagements
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