How Do I Create a Group Session?

Last updated: August 13, 2026

Group Sessions make it easy to deliver consistent coaching to multiple employees in one shared Session.

This article explains how to create a Group Session, configure its schedule and agenda, and add participants and Co-Coaches.

Required permissions:

  • The Coaching: Create Group Session permission is required to create Group Sessions with you as the manager and your direct reports as participants.

  • The Coaching: All Access permission is required to create a Group Session for any manager.

Access the Group Session Creation Page

  1. There are two ways to create a Group Session:

    1. From the main menu: Go to Coach --> Sessions --> + Coaching

    2. From your user or managerial dashboard: Go to the Coaching tab --> New Coaching Item --> Coaching

  2. Click on Start Fresh to create a completely customized Session.

  3. Click on Use a Template to use a pre-made Template as a foundation for your Group Session.

Choose the Group Session's Name, Format, and Participants

  1. Provide a Title and Description for the Group Session. You can optionally add an Objective, as well.

  2. Choose Recurring Coaching Program as the Coaching Format.

  3. Click on Add Participants.

  4. Select Group Session as the Session Type.

  5. If you have Coaching: All Access permission: Use the Manager selection menu under the Participant(s) section to pick the manager who will run the Group Session.

  6. Add the Group Session employees by choosing one of these options: Select All Employees, Direct Reports, Select Specific Groups, or Select Specific Employees.

Schedule the Group Session

  1. Click on Add Scheduling to set the meeting cadence.

  2. Set a Start Date, Start Time, Time Zone, meeting frequency, and (optional) end date for the Group Session.

  3. Under the Early Access for Manager and Co-Coaches section, determine when managers and Co-Coaches will be able to view the Group Session: [number ] Days before the scheduled meeting time or When participants get access.

    1. Participants will gain access to the session 24 hours before the scheduled meeting time.

Create the Group Session Agenda Items and Add Co-Coaches

  1. Click on Add Agenda.

  2. Only two Agenda Item types are available for Group Sessions: Content Block and Embed Media.

  3. Click on Add Add-Ons.

  4. Optional: Add a Co-Coach(es) to your Group Session. You can add an unlimited number of Co-Coaches. Unlike with one-on-one Sessions, a Group Session participant can also be a Co-Coach.

  5. Press Save to create the Group Session.

Note:

  • A Group Session will automatically be marked as Completed 24 hours after the Session's scheduled start time. Managers and Co-Coaches do not need to mark a Group Session as Completed.

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