How Coaches can make changes to coaching, checkpoint, or review dates after sending out an invitation.
Editing one-on-one coaching and review dates
You can only change the dates for one-on-one coaching and review sessions before coaching begins. This means only sessions marked ‘Pending Confirmation’ and ‘Scheduled’ can be edited.
⭐ You can change review dates up to three (3) times.
Select the session you intend to edit and click on its status to be directed to the next step.
Upon selecting a session, you’ll land on the page that displays details of the session. Click the ‘ Edit’ button to continue.
Make the required changes to both coaching and review dates. Click anywhere on the date and time column to display the selection box.
⭐ If you’re editing a PD session, your view might vary slightly.
After you have selected the dates and time, state a reason for change, otherwise you will not be able to proceed. Select ‘Update’ to have the change recorded or ‘Cancel’ to start over.
After you have updated the dates, the page displays the session details with a summary. Click on the refresh timer icon to display the revised schedule in full or in less detail.
Editing review date for an ongoing session
If your session is ongoing (marked with ‘Progressing’ status), you will need to finish the last checkpoint before you can postpone the review date.
Locate your session and enter the score for the last checkpoint. You will then see the ‘Postpone review session’ option. Pick a new date and time, provide a reason, hit ‘Schedule’, and you’re good to go.
Editing a checkpoint date
This action is only applicable after you have conducted the one-on-one coaching session. Select and click on the ‘Progressing’ status from the list.
You will be directed to the page to update checkpoint scores. Details of the session will be displayed and you can click the ‘ Edit’ button to continue.
You can only change the checkpoint date or add a checkpoint but these dates must be prior to the review date. Click ‘Save changes’ and you’re done!
⭐ Uncertain about the various statuses you see throughout a coaching session? Find out what each of them mean here.