How do I customize my welcome package and agreement?


It's easy to edit any part of your welcome package. Just access Coaching and Course Tools, located under the Coaching & Courses drop-down in your dashboard menu. Then choose Welcome Package Forms from the left hand menu.


Customizing your welcome package

  1. You can edit your welcome package in two ways.
    • You can edit the default welcome package. This is the package that is sent out by default if you haven't specified anything else to take place.
    • Alternatively you can change the welcome package for specific offerings, for instance by customizing the welcome letter or including different questions on the coaching information form. Click on the offering name in the area called Customized Welcome Packages at the bottom of the page, and the list of items in your welcome package will drop down.
  2. To customize the welcome package, click on the item you wish to edit. The current version will drop down. Click Edit to edit the item.
    • The welcome letter and coaching agreement will reveal a WYSIWYG box where you can add formatting to your letter and change the text.
    • The personal information form and coaching information form will reveal a list of questions and question types. By clicking Edit you can change the question and/or select a new question type. To delete the question, just erase all the text in the text box. You can also add additional questions.
    • To add additional forms or resources, click the drop-down menu, next to Additional Form or Resource. Check the boxes of all items you want included. You can create additional assessments and resources from the Assessments and Resources page in Coaching and Course Tools.


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