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Coachmetrix Demo Schedule and Registration
Coachmetrix Demo Schedule / Sign Up
Recorded Coachmetrix Demo
Quick Start Guide - For Coaches
Definition of Coachmetrix Terms
The Coachmetrix Process - How it Works
Step 1: Create a Project
Step 2: Add Participants / Welcome Message
Step 3: Create & Share Resources
Step 4: Develop the Action Plan
Step 5: Add Supporters
Step 6: Set Up Pulse Feedback
View all articles in “Quick Start Guide - For Coaches”
Best Practices - For Coaches
Successfully Onboarding Participants
Creating an Effective Action Plan
Action Plan and Goal Setting
Create Goals within the Action Plan
Action Plan and Goal Setting FAQs
Share the Action Plan
Comment on an Action Plan
Add Supporters and Include Welcome Message
Remove a Supporter
Selecting Anchor Values on the Pulse Feedback Scale
Anchor Value Options by Format/Scale
Automate Pulse Feedback (Set Up)
Pulse Feedback Overview
Immediate / On Demand Pulse Feedback (Set Up)
What will the Supporter see when a Pulse Feedback survey request is sent?
Reviewing Pulse Feedback Results
Enable Pulse Feedback Reminders
Viewing Assignments on Participant’s Dashboard
Updating a Shared Assignment
Edit or Delete Assignments
Discussions and Templates
Sending a Discussion to Multiple Participants
Discussions and Templates FAQs
Create and Use Discussion Templates
Discussions and Templates Overview
Add A Project
Add A Goal
Add A Supporter
Setup Pulse Feedback
Review Pulse Feedback
Send A New Discussion
Create A Resource
View all articles in “Video Tutorials”
Resources and Collections
Resources and Collections Overview
Create A Resource
Create A Collection
Sharing a Resource / Collection with a Participant
Add Video to Your Resources
Sharing a Resource with Other Coaches
Edit a Resource in the Library
View all articles in “Resources and Collections”
Edit or Delete a Private Note
Private Notes Overview
Create Private Notes
Viewing Shared Journal Entries
Participant Journal Overview
How do I remove a Coach from my account?
Coachmetrix Safelisting Instructions
How can I reset my password?
How do I add another Coach to my Account?
How do I create a Coachmetrix shortcut for my mobile device?
Can the email address on my account be changed?
How do I upload a photo or image to my account?
How do I cancel my subscription?
View all articles in “Account Support”