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Coachmetrix Demo & Intro Video - For Coaches
Coachmetrix Demo Schedule / Sign Up
Coachmetrix Overview Video
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
View all articles in “Quick Start Guide - For Coaches”
Best Practices - For Coaches
Creating an Effective Action Plan
Successfully Onboarding Participants
Create or Add a Project
Delete a Project
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 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
Sharing a Resource / Collection with a Participant (UPDATED)
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
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
View all articles in “Getting Started - For Participants”
Pulse Feedback Reports
Edit or Delete an Assignment
Viewing Assignments on Participant’s Dashboard
Add Participants and Include Welcome Message
Resend a Participant's Invite Message
Add Supporters and Include Welcome Message
Choose Which Supporters Provide Feedback for Each of Your Goals
Sending Messages to Supporters
Remove a Supporter
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?
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”