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Quick Start Guide - For Coaches

Step 1: Create a Project

Last updated on 22 Dec, 2025

Project is an engagement between a Coach and Participant(s). It could be coaching with one person, team coaching or a leadership development program.

The Coach's projects page will display a list of the Coach's projects. The Coach may select from a drop down menu: All Projects, Active Projects or Archived Projects.

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To add a new Project,  click on the "Add New+" in the upper right corner of the Project page. 

Then enter the name of your Project, and click "Create the Project" button at the bottom. 

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Step 2: Add Participants / Welcome Message

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