How do I conduct coaching online?


Online coaching is similar to coaching with live interaction, except everything is done online. So instead of making appointments to talk to your clients, you set up a regularly scheduled day when they submit a coaching progress report to you. A coaching progress report is similar to the Coaching Plan and Follow-up that your offline clients complete, and asks your online clients about their successes, challenges, action items and goals since the last time they reported progress to you. You can then respond to each answer by clicking Comment.

This is where you can do your coaching work, asking powerful questions and helping to move your client forward towards their goals. Your client can respond in turn, and you can have a meaningful coaching exchange, completely online.

In between coaching progress days, you can use all the other coaching tools to further their coaching progress. Assign action items to move your client forward; get your client journaling about issues that come up during your regular coaching work; assign assessments to take a reading of where they are and where they want to be; set goals in conjunction with your client to help them reach success; create and make available further resources; request feedback to calibrate your coaching and target it to what your client needs.

Online coaching is a simple, effective way of helping clients, and is easily administered using your dashboard tools.


It's easy to engage in online coaching with your clients using your dashboard tools.

Creating an online coaching offering

Create an online coaching offering for your catalog. Click on Financials and Shop management under the Business & Shop dropdown in your menu. Then select Add coaching from the left hand panel. Create your coaching offering as usual, but make sure to select ONLINE as the type of coaching (under the Settings heading).

Adding your client's Coaching progress report day in Client settings

  1. Set up a schedule for when and how often you want your client to submit a Coaching Progress report.
    • To enter this schedule, open up Coaching management. Then click on the client's name from the drop down menu on the left hand side and choose Client settings.
    •  Click the Edit details button.
    • Then you can select a frequency (how often you want your client to submit their Coaching progress) and the day it is due. Choose today's date as the Starting from date if your regular day and time starts immediately, or else schedule it to begin in the future.

Where your online sessions will show up after you schedule your client's regular Coaching progress day

  1. In the Appointments and coaching progress page of Coaching management, click the Online coaching tab. Your regularly scheduled coaching day and time will populate the list of sessions. You can check here to view your client's Coaching Plans when they are complete.
  2. From the Coaching Appointments tab in their Coaching Pad, your client will see a list of dates when their Coaching progress is due. Your client can select the relevant date in order to view and post their Coaching progress reports. Scheduling your regular coaching day and time is important because it allows their coaching progress plans to be available for them to complete in advance.


Use and customize your Coaching progress reports

Review how to use and customize Coaching progress reports for your online clients by reading about Coaching Plans.


Make use of all the other coaching tools

Make use of the raft of coaching tools at your disposal to help your clients reach their goals faster. All tools enable rich, meaning ful interaction which is completely online.


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