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Coachmetrix Overview Video - For Coaches
Coachmetrix Overview Video
Reference Material - For Coaches
How Coachmetrix Works
Definition of Coachmetrix Terms
Quick Start Guide - For Coaches
Step 1: Setup a Project
Step 2: Configure Your Project
Step 3: Create Resources
Step 4: Add Participants
Step 5: Share a Resource or Collection
Step 6: Create an Action Plan
Step 7: Add Supporters
Step 8: Schedule Pulse Feedback Reviews
View all articles in “Quick Start Guide - For Coaches”
Getting Started - For Participants
Create an Action Plan - Goals [Video Tour]
Add Supporters [Video Tour]
Create Discussions with Your Coach
Access Resources Provided by Your Coach
View Pulse Feedback [Video Tour]
Create or Add a Project
Delete a Project
Add Participants and Include Welcome Message
Resend a Participant's Invite Message
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
Add Supporters and Include Welcome Message
Choose Which Supporters Provide Feedback for Each of Your Goals
Remove a Supporter
Pulse Feedback Overview
Enable Pulse Feedback Reminders
Manually Request Pulse Feedback
Schedule Automatic Pulse Feedback Requests
Stop Pulse Feedback Requests That Have Already Been Scheduled
View Pulse Feedback Results
What will the Supporter see when a pulse feedback survey request is sent?
How Do I Know If a Pulse Feedback Request Was Sent?
View all articles in “Pulse Feedback”
Resources and Collections
Resources and Collections Overview
Share a Resource or Collection
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 and Use Discussion Templates
Discussions and Templates FAQs
Edit or Delete an Assignment
Viewing Assignments on Participant’s Dashboard
Participant Journal Overview
Viewing Shared Journal Entries
Creating a New Journal Entry
Private Notes Overview
Create Private Notes
Edit or Delete a Private Note
How do I subscribe to Coachmetrix?
What data can I use to demo Coachmetrix to a client?
Coachmetrix Safelisting Instructions
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)?
Can the email address on my account be changed?
How do I update my credit card information?
View all articles in “Account Support”
Pulse Feedback Reports
Can I use Coachmetrix to assess my effectiveness as a Coach?
What is the difference between the three main roles of Coach, Participant and Supporter?