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Help Center
User Guide
Getting Started
Signing Up for a Coach Account
Getting Started for Coachees
Got Stuck? Use These Options to Get Answers
Troubleshooting
Not receiving Coaching Loft System or Notification Emails
Setting up Browser Notifications
Book a Demo/On-boarding
How to add Coaching Loft to mobile device home screen
Account & Setup
Setting up your Coach Profile
Membership Level & Pricing Plans
Membership Downgrade/Subscription Cancellation
Manage your Account Settings - For Coach and Coachees
Logging Out of your Account
Lost your Password? Reset your Account Password
Branding / White Labeling - For Coaches
Secure your account by enabling Two-factor Authentication
Customizing your email messages
General Functionalities
Dashboard Guide
Managing your Coachees
Messages
Managing your Files
Inquiries from your public coach profile
Managing your Contact List
Using Coaching Questions Library
Setting up Feedbacks
Affiliate Program
Leaderboard
Language Setting
Notification Center
Manage Email Notifications (for Coach)
Appointments Guide
Managing your Appointments
Syncing your Personal Calendar
Configuring your Appointment Scheduling Pages
Coach Availability Settings
Coachee Availability Settings
Coaching Session & Logs
Coaching Session/Coaching Notepad
Video Call Feature for Remote Coaching Sessions
Managing your Coaching Logs
Video Call Recording
Assessments Guide
Introduction to the Assessments Feature
Managing Assessments
360 Assessments
Engagements Guide
Engagements Overview
Managing your Program Templates
Create an Engagement using a Program Template
Managing an Engagement
Updating Status - Engagement progression
Coaching Packages Guide
Coaching Packages - Overview
Setting up Products
Managing your Coaching Packages
Managing Inquiries to your Packages
Legal & Finance
Overview
Managing Agreements
Sending and Signing an Agreement
Managing Invoices
Invoice Sending
Payments & Settling Invoices
Enhanced Coach Profile
Enhanced Coach Profile - Overview
Web Page builder
Saving and Publishing
Integrations
List of supported Integrations
Zapier Guide
Zoom Installation Guide
Microsoft Teams Installation Guide
Enterprise Guide
Signing Up for a Business/Enterprise Account
Manage your Account Settings - For Enterprise
Setting up Email Sending Domain - Enterprise Account
Custom Login Page Setup - Enterprise Account
Dashboard Guide
Coach Management
Coach Pool and Matching Process
Coach Usage Metrics
Coachee Management
Subscription Cancellation
White Labeling the Platform
Direct Matching Process
Manage Coaching Packages
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