Coaches are often challenged with tracking sessions and activities for all of their clients. The Programs feature was created to meet that need.
Our first release within the new Programs feature is Events. Events help Coaches create Program Templates which can be shared with their clients across all of their Projects. This will save valuable time and effort while ensuring events stay on schedule throughout the engagement.
Creating Program Templates with Events
Program Templates allow Coaches to develop project plans for their clients that can be used across all of their Projects. (Example: Executive Coaching)
An Event is a meeting, session or significant activity that supports a Program (Example: Intake Session, Coaching Session, Observation). The Event can be a single occurrence or have multiple instances yet is listed only once. The Program Template is tailored for each Participant by specifying the number of Event occurrences. (Example: A Coach may need six “Coaching Sessions” ).
Programs enable Coaches to be more efficient by creating the Template once and utilizing it repeatedly.
Sharing a Program with Participants
When a Program is shared, the Events are customized for each Participant. Coaches can track Event status with Scheduled Dates and add Event Descriptions with activities/instructions for their clients. There is also private space available for Coaches to communicate status to other Coaches on the account.
Event Reminders and Reports
Additional features with Events include Event Reminders to Participants and Event Reports which allows Coaches to download a comprehensive visual of Event data.
We’re Just Getting Started
Events is just the beginning of many features we have planned to launch within Programs. Future releases will integrate with external calendars for seamless time management and scheduling.
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