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Quick Start Guide - For Coaches

Step 1: Create a Project

Last updated on 06 Nov, 2025

Project is an engagement between a Coach and Participant(s). It could be coaching with one person, team coaching or a leadership development program. In Coachmetrix, each Project is represented by a tile.

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To create your first Project, click on the “Create Your First Project Link” or “+”. 

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Enter the Project Name.

 

Click "Create the Project" green button.

To add a new Project,  click on the "Add New+" in the upper right corner of the Project page. 

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Name your Project, then click "Create the Project." 

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Step 2: Add Participants / Welcome Message

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