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Setting up Coach Sessions

How to set up one-on-one coach booking sessions within a course

Saige Support avatar
Written by Saige Support
Updated over 3 weeks ago

Overview

Leverage our Coach Booking feature to allow learners to schedule personalized one-on-one sessions with their coaches.
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Setting Up Coach Booking for Your Course

Follow these steps to integrate coach booking into your course:

  1. Add Coaches and Set Availability:

    • Navigate to the Settings tab of the desired course.

    • Add the coaches along with their availability.
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      add_coaching_availability_customize.png

  2. Integrate a Coaching Block:

    • Add a coaching block to the desired course step by clicking the Book a Session option.
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      add_coaching_block_to_course.png

    • Define the session length, determine a buffer time between sessions, and toggle "Zoom Live Video" on if you intend the sessions to be conducted online.

    • Once configured, click "Save" to establish the block.

Dashboard

On the Responses Dashboard page, view the list of available slots and scheduled sessions. You also have the flexibility to edit or delete bookings from this page.

  1. Use the 'Filter Content' drop-down to select 'Booking Sessions'

    1. There is an immediate indicator there of how many coach booking sessions have been setup within the course.

  2. All sections and steps in the dashboard below will automatically open revealing each coach booking block that has been setup.

  • Next hover over any of the coach booking blocks to reveal a button that when clicked, will show all availability for that particular booking block.

Completion Setting:

  • For plans that have the option to update the completion status, ensure the 'Autocomplete' option is checked in the Complete Step Option below.

auto_complete.png

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