As the team coach, it is your responsibility to schedule all team coaching sessions and PID alignment sessions on the AceUp platform. The following covers all steps for scheduling.
PID Alignment Session Scheduling
Go to the Sessions tab of your team coaching module, click the “Schedule New Session” dropdown menu, and select “PID Alignment Session”
A scheduling popup will appear and you can add the session name, date, timezone, start time, and session length. Please note that on the popup it appears that session length is already populated, but you must enter in your session length in minutes in this field.
For conferencing services, you can select from the dropdown:
My Zoom Account - this selection will populate all of your Zoom information from your account that is linked with AceUp
MS Teams - this selection will populate all of you MS Teams information from your account that is linked with AceUp
Add my own link - this selection will allow for you to manually add a conferencing link in the following field
After adding the conferencing link, you can optionally add any relevant joining instructions and session descriptions and click “Next:Add Guests”. Please note that if you select My Zoom Account or MS Teams, you will not need to add any joining instructions, as this will populate automatically.
On the next screen, you will be prompted to add the participants for the session. You will see a list of all of the team members in the module that you can select from and you can also add any additional participants by entering their email address in the “Additional Participants” field. Once all participants are added, click “Save”.
Session calendar invites will go out automatically once you click the “Save” button and you will be able to see who from the team coaching module has RSVP’d under the Sessions tab of the module. You will not have visibility into the RSVP of any additional participants that you have added to the session.
Team Coaching Session Scheduling
Go to the Sessions tab of your team coaching module, click the “Schedule New Session” dropdown menu, and select “Team Coaching Session”
A scheduling popup will appear and you can add the session name, date, timezone, start time, and session length. Please note that on the popup it appears that session length is already populated, but you must enter in your session length in minutes in this field.
For conferencing services, you can select from the dropdown:
My Zoom Account - this selection will populate all of your Zoom information from your account that is linked with AceUp
MS Teams - this selection will populate all of you MS Teams information from your account that is linked with AceUp
Add my own link - this selection will allow for you to manually add a conferencing link in the following field
After adding the conferencing link, you can optionally add any relevant joining instructions and session descriptions and click “Next:Add Guests”. Please note that if you select My Zoom Account or MS Teams, you will not need to add any joining instructions, as this will populate automatically.
For Team Coach Session scheduling, all team members assigned to the module will automatically be included, but if there are additional participants you want to add to the session, you can do so in the “Additional Participants” field.
Once the scheduling popup is complete, click “Save”
Session calendar invites will go out automatically to all team members assigned to the module and any additional participants that you added once you click the “Save” button. You will be able to see who from the team coaching module has RSVP’d under the Sessions tab of the module. You will not have visibility into the RSVP of any additional participants that you have added to the session.