How Can I Create All of My Ambition Coaching Events with the New Coaching Experience?

With the new Coaching experience, you no longer have to guess which specific option to select from a long list. We've simplified the process so you can easily build the exact Coaching item you need.

How Do I Create Coaching Events?

Getting started is easier than ever. All coaching variations now begin by simply clicking the + Coaching button.

First, you'll be asked whether you want to Start Fresh (without a template) or Use a Template. Don't worry if you choose to start fresh—you can always apply a template later in Step 1!

Here is a guide on how to recreate your favorite legacy coaching events using the new creation steps:

Start a 1:1 Now

Use this when you want to immediately begin a coaching Session with an employee.

Step 1: Details - In the Coaching Format section, select Single Coaching Session.

Step 2: Participants - Because you chose a single Session in Step 1, the system automatically limits your selection to one participant. Select your employee.

Step 3: Scheduling - Select Start Coaching Now.

Schedule A 1:1 For Later OR Request An Update

In the past, Schedule 1:1 for Later (with a meeting) and Requesting an Update (without a meeting) were two separate paths. We’ve combined them to make things simpler! There is one path that includes an option to add a meeting date.

Step 1: Details - If you want a one-off Check-In, select Single Coaching Session. If you want a repeating Check-In, select Recurring Coaching Program.

Step 2: Participants - Select the employee you want to check in with.

Step 3: Scheduling - Select Schedule Coaching For The Future. This reveals the date options. You can set when the agenda will open for the employee, when it is due, and (optionally) pick a date and time for a live meeting.

Create a Recurring Check-In (Now called "Programs")

All recurring Check-Ins are now referred to as Programs. Follow these steps whether you are a manager creating a Program for yourself, or an admin creating a Program for a single manager.

Step 1: Details - In the Coaching Format section, select Recurring Coaching Program.

Step 2: Participants - In the Session Type section, select 1:1 Session.

Step 3: Scheduling

• If you are selecting just one employee: You can schedule your recurring meeting time right here on this step, just like before.

• If you are selecting multiple employees: You will now schedule each employee's individual meeting time after the Program has been successfully created.

  • From the Program page, click on an the employee name
    

    

  • From the Program participant page, click the “Add Meeting Schedule” button

    

Create A Group Check-In

Use this to set up a recurring Session with an entire team or group of employees at once.

Step 1: Details - In the Coaching Format section, select Recurring Coaching Program.

Step 2: Participants - In the Session Type section, select Group Session.

Create A New Managed Program

Step 1: Details - In the Coaching Format section, select Managed Recurring Coaching Program.