This article explains how you can enable learners to invite their own coach to a program, how the process works for learners, and what options they have once an invitation is sent.
Content
- Introduction to coach invitations
- How a learner invites their coach
- How to enable the option 'Invite a coach'
Introduction to coach invitations
As an admin, you can allow learners to invite their own coach to a program.
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When this option is enabled, learners without an assigned coach can send an invitation to a coach of their choice.
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Admins still have full control and can invite, remove, or change coaches at any time.
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This provides flexibility when you don’t have all the coach information available at the time of initial program invitations.
How a learner invites their coach
Learners who do not have a coach assigned will see the option to invite one. They can do this from different places depending on the program type:
Cohort Program Introduction video - How a learner invites a coach
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Individual Program Introduction video - How a learner invites a coach
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Add and invite a coach
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Click on 'Invite coach' on;
The Members page (only applies to Cohort programs)
The Home page (only applies to Individual programs)
or a 'coach approves' task (applies to all programs)
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Enter the information about the coach's first and last name and email address. The learner can also include a note to the coach in the invitation.
- Press invite
- Done! The invitation is now sent, and the coach will appear as Pending until they join.
Resend invitation
Learners can resend an invitation to a coach if the coach hasn't visited the program or missed the first email for any reason.
- Click on 'Review invitation'
- Press the button 'Resend'
Remove invitation
A learner can remove a sent invitation and invite a different coach for cases where they realise someone else may be better suited as their coach.
- Click on 'Review invitation'
- Press the button 'Remove'
🔎 Note: Once a coach has visited the program (status no longer “Pending”), only an admin can remove or change the coach.
How to enable the option 'Invite a coach'
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Enter the 'Settings' of your program and tick the box 'Allow learners to invite their coach'
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You can also edit the description that the learners will see when inviting a coach
- Press 'Save'