How do I edit a coaching program?
Last updated: December 4, 2025
Edit a Coaching Program
Users with the "Coaching: Create Program" permission will be able to edit programs they create. Managers who had a program created on their behalf (selected as a manager in Step 3 of the create form) who also have "Coaching: Create Program" permission will be able to edit programs they have access to.
Users with "Coaching: All Access" permission can edit all programs.
Managers without "Coaching: Create Program" permission will be able to add agenda items or edit agenda items they previously added to programs created on their behalf (selected as a manager in Step 3 of the create form).
1. Open the left navigation and click Coaching > Manage.
2. From the manage coaching page, select the Programs tab.
Managed Programs will be edited through clicking the Managed Programs tab. Learn more about editing managed programs here.
3. Click the ellipses icon and Edit next to the program you wish to edit.
Alternatively, click on the name of the program. You will be navigated to the program page. Click Edit.
4. Make the appropriate edits.
Modifications will not update any open check-ins. The changes will be reflected in check-ins created after the edits are made to the program.
You may edit all of the same fields that were available during program creation except attribution metrics and program owner.
5. Click the Save Program button to save your changes.
