Edit 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 a Coaching Program

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.

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

4. Make the appropriate edits. 

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.

Finish a Coaching Program 

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

2. From the Manage Coaching page, select the Programs tab.

Managed Programs can be ended through clicking the Managed Programs tab.

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

4. Confirm that you understand the change being made will stop and mark the respective Program as Finished by clicking Confirm.

The Program will still be present in the Coaching > Manage > Programs interface, but designated with a Status of "Finished".