How Do I Edit a Coaching Template?

Last updated: September 1, 2026

Required permissions:

  • No special permission is required to edit a Template that you created.

  • The Coaching: All Access permission is required to edit Templates created by any employee.

Edit a Coaching Template

  1. Go to Coach --> Templates.

  2. Click on the ellipses icon next to the Template's name.

  3. Choose the Edit option from the menu.

  4. You can then change any of the fields or selections that were available when creating the Template.

  5. Click on Save --> Save as Draft or Save --> Save and Open to apply your changes.

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