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Discussions and Templates FAQs

Discussions and Templates

Discussions and Templates FAQs

Last updated on 06 Nov, 2025

1) Can an Account Owner see the details of the discussions of a Coach on their Account?

No, the Account Owner cannot see the details of a Coach's discussion with a Participant. Here's an example of what the Account Owner would see: 

 

The Account Owner would only see a headline/title of the Coach/Participant discussion and the date the discussion was created and updated (if applicable). Below is an example. 

 

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2) Can the date the discussion was scheduled to be sent be changed?

Yes, you can change the date the discussion was scheduled to be sent. After you have created a discussion [in Knowledge Base see Discussions and Templates>Create Discussions], navigate back to the participant's discussion page and select the discussion. 

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Select the pencil icon to edit the discussion. 

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Next, select the "Discussion Date" box and you will be prompted with an interactive calendar to select your new date for the discussion to be sent. 

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Select your new desired date and save the discussion. 

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