Pro and Enterprise Features
Instructions
This video covers managing your team in CoachConnect (Pro and Enterprise accounts only). Key features and functionality for team management include:
*Creating roles and defining permissions for each role
*Predefined, editable roles to make your life easy
*Assigning roles, courses, and clients to employees
*Activity log to track coach activity
*Timesheet management
*A "Delegated" category of client that allows an organization leader to retain control over a client without having direct coaching responsibility or direct client interaction
*Adding new employees
*Reassigning students from one coach to another