Update a Coaching Program

Modifications will NOT update any currently open Sessions and Check-Ins only those to be created in the future.

Attribution Metrics cannot be modified after a Program's creation.

How do I edit an existing Coaching Program?

How do I end an existing Coaching Program?

Edit an Existing Coaching Program

1. Open the left navigation and click Coaching > Manage > Programs.

2. Click the icon and Edit next to the Program you wish to edit.

3. Make the appropriate edits. You may edit all of the same fields that were available during Program creation EXCEPT Attribution Metrics and Program Owner.

4. Click the green Update Program button to save your changes.

End an Existing Coaching Program 

1. Open the left navigation and click Coaching > Manage > Programs.

2. Click the icon and Finish in line with the Program you wish to end.

3. Confirm that you understand the change being made will stop and mark the respective Program as Finished by typing I UNDERSTAND and clicking Confirm.

The Program will still be present in the Manage Programs interface, but designated as Finished.

Coaching data from the Program can still be exported after the Program has finished.