Run a coaching session

This feature allows coaches to seamlessly conduct live sessions with their coachees—whether scheduled in advance or started spontaneously. From one centralized workspace, you can take notes, assign actions, track session duration, and connect via video—all in real time. This ensures every coaching session is organized, interactive, and fully documented for future reference.

 

  Start a Scheduled Coaching Session

1. Go to your Appointments Calendar or Coach Dashboard.
2. Find the scheduled session with your coachee.
3. Click the Start Session button (red start icon).
4. You will be redirected to the Live Coaching Notepad, where you can:

• Take real-time notes during the session.
• Assign actions, goals, or reflection questions.
• Launch a video call using the built-in video option or your integrated Zoom or Microsoft Teams link.

 

 Start a Session Without a Scheduled Appointment

If you need to begin a spontaneous coaching session:

1. Go to the Quick Session option in the left-hand menu.
2. Select one or more coachees (or a coachee group).
3. Click Proceed to open the Coaching Notepad.
4. Click Start Session to begin.

The session timer will start automatically, recording the duration from the moment the session begins.

 

 Important Notes

• Sessions can only be booked or started within your defined availability hours.
• If Zoom or Microsoft Teams are integrated, meeting links are automatically added to session invitations.
  • 1-on-1 Sessions: Coaches can choose to use either the built-in meeting tool or their Zoom / Teams integration.
  • Group Sessions: Coaches can select between Zoom or Teams (if integrated).
• Both coaches and coachees receive platform and email notifications once the session starts.
• Admins can schedule sessions between coaches and coachees, but only the assigned coach can initiate the session.