Session scheduling for Team Leaders

If you are the Team Leader of the Team module, scheduling a session on the platform is simple and allows you to view the calendar of your team coach and find the best time.

Follow the steps below to schedule a session:

Step 1: Log in to the Platform

• Access your account by entering your login credentials.

Navigate to the Collective Coaching tab.

Step 2: Start Scheduling a Session

• Click the Schedule New Session button.
• Choose the type of session:
  • Alignment with Your Coach (for one-on-one discussions with your coach)

Collective for All Team Members (for team-wide coaching sessions)

Step 3: Select a Time Slot and Finalize Details

• Browse your coach’s available slots and select a time that works best for you and your team.
• Add a session agenda to outline key discussion points.

Confirm the details and click Schedule Session.

Step 4: Managing Your Scheduled Sessions

• Your scheduled sessions will be displayed on the Collective Module Dashboard.
• You will receive an invite with session details.
• If needed, you can update the session time.

Important Notes on Rescheduling

• If you need to reschedule, ensure you discuss and agree on a new time with your coach before making changes on the platform.

By following these steps, you can effectively schedule and manage your team’s coaching sessions on the platform.