Manage Clients and Schedule Sessions

This article explains how to manage clients and schedule sessions for coaching engagements. It details how to create and edit milestones, use existing milestone templates, and integrate milestones with a calendar and/or meeting link.

Overview

After a user purchases your Coaching product, they'll be taken to their First Milestone page. You can change the messaging of your First Milestone template page through the Template page:

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From there, you can schedule another milestone for your clients by going to their specific Coaching space in the Enrolled tab in your Clients page. Once there, find the client you'd like to create a milestone for and click their respective Go to Coaching button:

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This will take you to your client's Coaching page. There, you can create a new milestone and see existing milestones for that user. Your client will be notified via email when you add a new milestone to their coaching.

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Create a new Milestone

When you create a Milestone for your Coaching product, you can save it for reuse across any of your school’s Coaching products. This is known as creating a template.

To create a new Milestone, perform the following steps:

  1. In your school’s Coaching space, go to Clients, then go to the Enrolled tab.
  2. Click on the student you wish to create a Milestone for and click the Go to coaching button.
  3. Click Create a milestone.
  4. For new Milestones, leave the “Select a saved Milestone” drop-down box blank.
  5. Set a Due date, Title, and Description. Add a Calendar or Meeting option if you wish.
  6. If you’d like to save this Milestone as a template for future use, check off the Save this milestone box.
  7. Click the Save Milestone button.

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Your Milestone is now scheduled for your student.

NOTE: If you saved the Milestone, it will be accessible as a template across your school for all Coaching products.

Apply an existing Milestone

To apply a saved Milestone, perform the following steps:

  1. In your school’s Coaching space, go to Clients, then go to the Enrolled tab.
  2. Click on the student you wish to apply a saved Milestone to and click the Go to coaching button.
  3. Click Create a milestone.
  4. Click the “Select a saved Milestone” drop-down box and select your saved Milestone.
  5. Apply any additional information you wish and click the Save Milestone button.

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NOTE: Changing this Milestone’s information will not change the saved Milestone template, it will only affect the current Milestone you are creating. Saved Milestones cannot be updated. 

If you wish to update the first Milestone that was created when you set up Coaching, you can do so in the Coaching > Template area of your school.

Edit a Milestone

To edit the details of a Milestone, perform the following steps:

  1. In your school’s Coaching space, go to Clients, then go to the Enrolled tab.
  2. Click on the student you wish to apply a template to and click the Go to coaching button.
  3. On the Coaching screen, find the Coaching Milestone you wish to edit and click the Edit button.
  4. Make any changes you wish and click the Save Milestone button.

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NOTE: Saved Milestones will not appear in the Edit Milestone dialog box. They only appear when you add a Milestone.

Add a calendar to a Milestone

Within any milestone, you have the option to add a calendar link. This calendar will prompt clients to schedule time on your calendar.

You can add your calendar link to any milestone by clicking the Add a Calendar button on the Milestone editor and inputting your preferred calendar URL. We integrate natively with Calendly, but you can use any calendar service that provides shareable links.

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When a student views a Milestone with a Calendar link, they will be prompted to schedule time on your calendar.

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NOTE: If using Calendly, the student will be able to select a time from your calendar directly from a pop-up on the Teachable Milestone page, as seen above. If using another third-party calendar service, your student will click a Schedule button which will open up a new browser tab to the calendar link you provided.

Once the student schedules time on your calendar, you can then create another milestone for them during this selected time.

TIP: If you have integrated with a premium Calendly account by entering in your Calendly API key to your Coaching Information page, a new milestone will automatically be created for the date and time the student selected.

Add a meeting to a Milestone

Within any Milestone, you can also add a Meeting URL for a video call. If you add a Meeting URL in a Milestone, your clients will be prompted to join your meeting/video link for that Milestone.

You can add your meeting link to any milestone by clicking the Add a Meeting button on Milestone editor and inputting your preferred meeting/video URL. You can also select a meeting time. We integrate natively with Zoom, but you can use any meeting or video call service that provides shareable links.

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When a student views a Milestone with a Calendar link, they will be prompted to join your meeting call during the scheduled time via a Join Meeting button. This will open up the meeting in a new browser tab.

Add a message or file to a Milestone

On any of your milestones, you can message back and forth with your clients. As the creator of your coaching product, you will also be able to upload files by clicking the Upload a File button above the Milestone text box.

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You and your client will receive an email notification for every message (as long as your client has opted in to your school emails).

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