Check Notifications: Look for the bell icon at the top of your dashboard. You’ll see a message when a new coach (like "John Smith") has registered.
Go to Coach Settings: Click on Settings in the left sidebar, then select Coach from the menu.
Review Documents: Find the coach marked as "Reviewing." Click the Review button to see their submitted documents (like tax forms or background checks).
Approve or Request Changes: * If everything looks good, click Approve.
If something is wrong, type a note (e.g., "This is incorrect") and click Request Revision.
Coach Login: Once you approve, the coach gets an email. They simply log in to their dashboard and click Complete & Submit for Review to finalize their profile.
Ready to Work: Back in your settings, the coach’s status will now show as Active. You can now add them to your schedule!
Confirming a Coach Onboarding
Goal: To review and approve a new coach's documents so they can start working with your organization.
Updated over a week ago