Coachmetrix

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Coachmetrix Demo & Intro Video - For Coaches

2 Articles

Coachmetrix Demo Schedule / Sign Up Coachmetrix Overview Video

Quick Start Guide - For Coaches

10 Articles

Project Checklist 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

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Best Practices - For Coaches

2 Articles

Creating an Effective Action Plan Successfully Onboarding Participants

Projects

4 Articles

Project Overview Create or Add a Project Delete a Project Project FAQs

Action Plan and Goal Setting

5 Articles

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

9 Articles

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?

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Setup Your Project - For Coaches

6 Articles

Coachmetrix Overview Setup a Project Organize Projects Based on Number of Participants Set the Pulse Feedback Scale Determine the Pulse Feedback Privacy Setting Configure the Number of Pulse Feedback Rounds

Resources and Collections

10 Articles

Resources and Collections Overview Create Resources Create Collections Sharing a Resource / Collection with a Participant Add Video to Your Resources Remove a Resource or Collection from a Participant Edit a Resource Resources and Collections FAQs

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Discussions and Templates

5 Articles

Discussions and Templates Overview Create Discussions Create and Use Discussion Templates Discussions and Templates FAQs Sending a Discussion to Multiple Participants

Getting Started - For Participants

9 Articles

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 Completing Assignments Participant Journal

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Reports

4 Articles

Reports Overview Activity Report Pulse Feedback Reports Action Plan Report

Assignments

6 Articles

Assignments Overview Creating Assignments Sharing Assignments Edit or Delete an Assignment Viewing Assignments on Participant’s Dashboard Completed Assignments

Participants

4 Articles

Participants Overview Add Participants and Include Welcome Message Resend a Participant's Invite Message Participant FAQs

Supporters

6 Articles

Supporter Overview Add Supporters and Include Welcome Message Choose Which Supporters Provide Feedback for Each of Your Goals Sending Messages to Supporters Remove a Supporter Supporters FAQs

Participant Journal

3 Articles

Participant Journal Overview Viewing Shared Journal Entries Creating a New Journal Entry

Private Notes

3 Articles

Private Notes Overview Create Private Notes Edit or Delete a Private Note

Account Support

13 Articles

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)?

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