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Coachmetrix Demo & Intro Video - For Coaches

• Coachmetrix Demo Schedule / Sign Up
• Coachmetrix Overview Video

Quick Start Guide - For Coaches

• Project Checklist
• 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
• View all articles in “Quick Start Guide - For Coaches”

Best Practices - For Coaches

• Creating an Effective Action Plan
• Successfully Onboarding Participants

Projects

• Project Overview
• Create or Add a Project
• Delete a Project
• Project FAQs

Action Plan and Goal Setting

• Action Plan and Goal Setting Overview
• Create an Action Plan - Goals
• Comment on an Action Plan
• Share an Action Plan
• Action Plan and Goal Setting FAQs

Pulse Feedback

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

Resources and Collections

• Resources and Collections Overview
• Create Resources
• Create Collections
• Sharing a Resource / Collection with a Participant
• Add Video to Your Resources
• Remove a Resource or Collection from a Participant
• Edit a Resource
• Resources and Collections FAQs
• View all articles in “Resources and Collections”

Discussions and Templates

• Discussions and Templates Overview
• Create Discussions
• Create and Use Discussion Templates
• Discussions and Templates FAQs
• Sending a Discussion to Multiple Participants

Getting Started - For Participants

• Coachmetrix Definition of Terms
• Create An Action Plan (Goals)
• Add Supporters for Pulse Feedback
• Review Pulse Feedback Results
• Access Resources Shared by Your Coach
• Start a Discussion with Your Coach
• Completing Assignments
• Participant Journal
• View all articles in “Getting Started - For Participants”

Reports

• Reports Overview
• Activity Report
• Pulse Feedback Reports
• Action Plan Report

Assignments

• Assignments Overview
• Creating Assignments
• Sharing Assignments
• Edit or Delete an Assignment
• Viewing Assignments on Participant’s Dashboard
• Completed Assignments

Participants

• Participants Overview
• Add Participants and Include Welcome Message
• Resend a Participant's Invite Message
• Participant FAQs

Supporters

• Supporter Overview
• Add Supporters and Include Welcome Message
• Choose Which Supporters Provide Feedback for Each of Your Goals
• Sending Messages to Supporters
• Remove a Supporter
• Supporters FAQs

Participant Journal

• Participant Journal Overview
• Viewing Shared Journal Entries
• Creating a New Journal Entry

Private Notes

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

Account Support

• How do I subscribe to Coachmetrix?
• Coachmetrix Safelisting Instructions
• How do I add another Coach to my Account?
• What data can I use to demo Coachmetrix to a client?
• How do I update my credit card information?
• How do I create a Coachmetrix shortcut for my mobile device?
• How do I upload a photo or image to my account?
• What messages from the Coachmetrix system can I customize (to Coaches, Participants, and Supporters)?
• View all articles in “Account Support”