Platform Walkthrough Video
Accessing Your Account
When you are invited to Optify, you will receive an email with instructions for accessing your account.
Open the invitation email.
Select the link to create your password.
Sign in using your email address and new password.
Complete any required profile information.
If you do not see the invitation, check your spam or junk folder.
Navigating Your Coach Dashboard
Your Coach Dashboard provides an overview of your coaching activity. From here, you can access your clients, engagements, schedule and more.
The information available may vary depending on how your organization has configured its coaching programs.
Completing Your Coach Profile
Keep your coach profile accurate and up to date.
Depending on your organization’s settings, your profile may be visible to prospective or current clients.
Review and complete the available fields, which may include:
Profile photo
Professional biography
Coaching experience
Areas of expertise
Certifications
Location and time zone
Connecting your calendar allows Optify to display your availability and support direct scheduling.
Open your account settings.
Navigate to the scheduling section.
Select your calendar provider.
Follow the prompts to authorize the connection.
Review your availability and scheduling preferences.
Keep your external calendar updated so unavailable times are not offered to clients.
Connecting a Videoconferencing Platform
If your organization uses Optify’s direct scheduling tools, you may also be able to connect a supported videoconferencing platform.
After the integration is connected, meeting links can be added automatically to scheduled coaching sessions.
Viewing Your Clients and Engagements
Use the clients or engagements area to access the people you are currently coaching.
Select an engagement to review available information, such as:
Client details
Program information
Engagement dates
Coaching objectives
Scheduled sessions
Assigned resources
Surveys or assessments
Engagement activity
Only information associated with your assigned coaching engagements will be available to you.
Depending on the program configuration, sessions may be scheduled through Optify’s direct scheduling tools or coordinated outside the platform.
When direct scheduling is enabled:
Confirm that your calendar is connected.
Set or review your availability.
Allow the client to select an available time.
Review the confirmed session on your calendar.
Verify that the correct meeting information is included.
Optify displays scheduling information according to each user’s selected time zone.
Your organization may assign resources or activities to you or your clients during an engagement. These may include documents, videos, assessments, reflection exercises, or other program materials.
Open the relevant engagement to review available resources and monitor assigned activities.
You can communicate with your clients through the platform. Use messages for coaching-related communication and engagement follow-up.
Some coaching programs include pulse surveys, midpoint surveys, end-of-engagement surveys, or other assessments.
Depending on your permissions, you may be able to:
Review assigned surveys
Monitor completion
Access available results
Use responses to support coaching conversations
Survey visibility is determined by the design and settings of each program.
Keeping Your Information Current
To help ensure a smooth experience:
Keep your profile updated.
Confirm that your time zone is correct.
Maintain an accurate external calendar.
Review upcoming sessions regularly.
Check your notifications and assigned activities.
Contact your program administrator if engagement information appears incorrect.
Need Further Assistance?
If you need any further assistance, please feel free to reach out using the chat feature of the Optify Platform!
