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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
• Habit Tracker Overview

Supporters

• Sending Messages to Supporters
• Add Supporters and Include Welcome Message
• Supporter Overview
• Remove a Supporter

Pulse Feedback

• Pulse Feedback Overview
• Automate Pulse Feedback (Set Up)
• Immediate / On Demand Pulse Feedback (Set Up)
• Selecting Anchor Values on the Pulse Feedback Scale
• Anchor Value Options by Format/Scale
• What will the Supporter see when a Pulse Feedback survey request is sent?
• Reviewing Pulse Feedback Results
• Enable Pulse Feedback Reminders
• View all articles in “Pulse Feedback”

Assignments

• Viewing Assignments on Participant’s Dashboard
• Assignments Overview
• Sharing Assignments
• Updating a Shared Assignment
• Completed Assignments
• Creating Assignments
• 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
• Create Discussions

Private Notes

• Edit or Delete a Private Note
• Private Notes Overview
• Create Private Notes

Video Tutorials

• Coachmetrix Overview
• Add A Project
• Add Participants
• Add A Goal
• Add A Supporter
• Setup Pulse Feedback
• Review Pulse Feedback
• Send A New Discussion
• View all articles in “Video Tutorials”

Programs

• Programs Overview
• Creating a Program Template with Events
• Sharing Programs with Participants
• Customize Events for Participants
• Event Reminders
• Completed Events

Resources and Collections

• Resources and Collections Overview
• Resource Tags
• 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”

Participant Journal

• Viewing Shared Journal Entries
• Participant Journal Overview

Reports

• Action Plan Report
• Reports Overview
• Activity Report

Account Support

• Coachmetrix Safelisting Instructions
• What is the difference between an Account Owner, Coach Admin and Coach?
• How do I remove a Coach from my account?
• 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?
• View all articles in “Account Support”