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How to Schedule an Interview or Session

Wondering how you book or schedule a session? Learn more here!

Tori Coakley avatar
Written by Tori Coakley
Updated over 2 months ago

Most actions in relation to coaching or mentoring sessions will be managed on the Development page, which can be accessed within the navigation menu on the left side of the platform.

These actions can also be accessed via your Home page, under My Guides.

๐Ÿ‘‰ If you are in a mentoring program, instead of a coaching program, this process is the same!

Scheduling an interview:

First: Navigate to ๐Ÿ“„Your Development page or your Home Page

You will find your current program under:

  1. Development > Up Next > Find a Coach (or Mentor) button, or

  2. Home > My Guides.

๐Ÿ”ŽEssentially, look for a Find or Select Coach button wherever you are!

Second: Take a look at the marketplace ๐Ÿ‘ฅ

You'll be brought to the coach (or mentor) marketplace, where you can search for a coach (or mentor). Take a look at the search tips for support, or, you'll be presented with a coach search workflow that will help you each step of the way!

Third: Schedule your interview

Find the coach (or mentor) you'd like to interview, and click the Interview button. From there, you'll be presented with the individual's calendar, where you can choose a time that works for you.

Fourth: Select your coach!

Return back to the coach or mentor profile and press the Select button!

Scheduling a session:

First: Navigate to Your Development Page or your Home Page

๐Ÿ‘‰Special Note: There are two tabs that organize your programs. There is an Active tab and a Past tab.

Your program must be active in order for you to schedule coaching or mentoring sessions. Under the title of your program, you'll see a date range that represents the duration to which your program is available to you. You won't have access to schedule a session that is outside of that range, or under the Past tab.

After you have selected your coach:

After you have selected your coach (or mentor), you can book sessions either on your Home Page or your Development page. If you want to book multiple sessions at a time, you'll want to visit your Development page.

You must first find the My Guides section on your Home screen, and click the Schedule button.

OR, find your current program on your Development page > My Programs dashboard and find the [+ Book Session] button within your session placeholders.

๐Ÿ’กTip: If you are in a program where you have sessions that seem to disappear off screen, you may have to find a scroll bar at the bottom of the page in order for you to see the Book Session button. Continue scrolling to the right.

Second: Schedule your session! ๐Ÿ—“๏ธ

From there, you'll be presented with the coach's or mentor's calendar, where you can choose a time that works for you.

In most cases, and if your program allows, you'll have the option to schedule either a 30-minute or 60-minute session. Select the duration that fits your needs from the drop down at the top of the calendar screen, and select a date and time and book your session!

๐Ÿ’กTip: If you want to book multiple sessions at a time, you'll want to book your sessions from your Development page.

๐Ÿค” Didn't get the email invite for your session or interview?

It may take some time for the email invitation to get to you. Please take a look at your Home Page (in the What's Next section) or on your Development page (in the Up Next section) to confirm your session or interview was scheduled.


What's Next?

Need some tips on preparing for your session? Check out this article.

Happy learning!

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