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How do I action incoming coaching requests as a coach?
How do I action incoming coaching requests as a coach?

Learn how to use the coach dashboard in Frankli Connect

Ronan McCabe avatar
Written by Ronan McCabe
Updated over a week ago

Start by heading to “Connect” from the sidebar, then selecting “Coaching” and then “Coach” from the menu to view your coach dashboard.

All coaching requests with you listed as the coach can be found here. In order to view and action them, you must first open the coaching request by clicking the “eye” icon under the “actions” column for a particular coaching request.

After clicking the icon, you will be taken to the coaching request. After reviewing the coaching request, scroll to the bottom of the form and you will see the options to either Approve or Decline the request. Declining the request sends the form back to the coachee so they can make amendments if the details of the request do not suit you.

If you approve the request, you will be prompted to set up a 1:1 with the coachee. You can opt not to set one up yet and instead do it later (See related articles down below).

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