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How to Schedule an Interview or Session
How to Schedule an Interview or Session

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

Tori Rochlen avatar
Written by Tori Rochlen
Updated over a week ago

All actions in relation to coaching sessions will be managed on the Learning and Development page, which can be accessed within the navigation menu on the left side of the platform:

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

Scheduling a coach interview:

First: Navigate to ๐Ÿ“„Learning and Development

You will find your current coaching program under Up Next > Find a Coach (or Mentor) button, or Learning and Development > My Programs.

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

You'll be brought to the coach (or mentor) marketplace, where you can search for a coach. 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 coach's calendar, where you can choose a time that works for you.

Scheduling a session:

First: Navigate to ๐Ÿ“„Learning and Development

๐Ÿ‘‰Special Note: 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.

You must first find your current coaching program on your Learning and Development > 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. Magic! ๐Ÿช„

๐Ÿ’กTip: In a 30-minute program, but feel you need more time? Feel free to book back to back sessions to have a full 60-minutes!

Just go back to the [+ Book Session] button and schedule the time directly following your previous session.


What's Next?

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

Happy coaching!

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