New Coaching

Coaching: programs (preview)

Coaches build a program once and start each client on it: its goals, actions, habits and check-ins are copied into the client's coaching, and its exercises, resources and messages are released on a schedule.

Coaching is a preview for site administrators.

  • Programs in Coaching lists the team's programs. New program asks for a name; the program's page holds its goals, stages with actions due a number of days after the start, habits, check-ins and a schedule of exercises, resources and messages.
  • Each item on the schedule is released on a day of the program, when a stage starts, before or after a numbered session, some days after another item is done, or by hand. Items are released at the client's daily email time, and the days coaching is paused move them later.
  • Choose a program in Add client to copy it into the client's coaching. The client's page lists what is Still to come, with Release now, and says which parts came from the program and which were changed for the client.
  • Apply changes… gives clients already on a program the changes made since, client by client, keeping what a client has started or a coach changed for them.
  • Save as program… makes a program from a client's coaching, Duplicate program copies one, and Import program creates one from a pasted JSON document, which an assistant can write.