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Coach
Resources for AceUp Coaches
Coach Onboarding & Policies
Scheduling & Session Facilitation
- How To Create and Edit Availability
- How To Overwrite Availabilities during Scheduling
- How To Create and Edit Block-out Time
- How To Import Your Calendar(s) To AceUp
- How To Enable 2-Way Calendar Synchronization
- How To Control Over Which Calendars are Impacting My AceUp Availabilities
- How To Download Calendar Invitations from the AceUp Platform
- Schedule a Coaching Session
- Handling Missed Sessions
- FAQ on AceUp’s Competency Framework
- Schedule Multiple Coaching Sessions
- Post-session Survey and Session Notes
- Connect your Zoom account to the AceUp platform
- How to Schedule Team Coaching Sessions and Team PID Alignment Sessions
- Flash Coaching Sessions
- Setting up your Microsoft Teams Account
- Confirm A Session Request From A Coachee
- Using Zoom And Other Conferencing Services on AceUp
CRM / Client Management
- How do I know how many sessions per month my coachee has access to?
- Mark a Session Occurred, Leave Session Notes and Create Assignments for Your Client
- Send Messages Through AceUp
- Company Profile: See An Overview Of Companies Coachees Are Working At
- Your Coachees Section
- View Coachee Profile - Assessments Tab
- How to use the Coachee Profile
- Coachee Status Definitions
Settings
- How to Create and Edit your Coach Profile Page
- Manage the AceUp Browser Push Notification Setting
- How to update your bank account connection to the new AceUp system
- How To Update Your Bank Account on AceUp
- How To Connect Your Bank Account To AceUp For The First Time
- Editing your Basic Information
- How to review AceUp’s suggested edits for my Coach Profile Page