The ability for Coaching Provider Admins (CPAs) to customize and manage coach profile templates gives your organization the flexibility to collect the information that matters most. With this feature, you can easily tailor the coach profile fields—such as professional background, coaching philosophy, and credentials—to better reflect each coach's unique expertise. This ensures a standardized and streamlined process while giving you full control over what information is gathered. Additionally, dynamic profile questions allow you to gather the most relevant insights aligned with your coaching programs. This feature offers both consistency and adaptability, supporting the growth of your coaching platform while preserving valuable data.
Steps to Manage Coach Profile Questions:
1- From the main dashboard, click Settings in the left-hand menu. (1)
2- Select the Coach Profile Questions tab at the top of the Settings page. (2)
Key Information about the Initial Template:
The initial template will include the following three fields:
Professional Background: "Please add details about your professional background as it relates to coaching."
Coaching Philosophy: "Please briefly describe your coaching philosophy."
Credentials: "Please list any coaching-related credentials. List each credential on a separate line."
Note: These questions can be edited or deleted.
The initial template will appear in a coach’s profile in addition to the standard questions that will appear in every coach's profile. You may designate whether or not a client will see each question.
Add or Edit Questions:
You must provide a "Question Label," which is a brief summary of the question topic. Both coaches and clients will see the question label. You must also provide a "Question Prompt," which instructs the coach on the question subject matter to be addressed. Only coaches will see the question prompt.
Add a New Question:
1- Click on Add a New Question at the bottom of the page.
2- Provide a Question Label (e.g., "Languages Spoken") and a Question Prompt (e.g., "What languages do you speak?").
3- When you save this template, the updates will be immediately visible to coaches in their profiles.
4- Set Client Visibility:
You can choose whether the coach's answer is visible to the client by toggling the visibility option. The default is set to "No."
5- Click on Update Coach Profile Questions.
When you save this template, the updates will be immediately visible to coaches in their profiles.
Here is how these questions will appear in the coaches' profiles:
FAQs:
Q: Can I add new questions after the template has been published?
A: Yes, as a CPA, you can add or edit questions anytime.
Q: Are there any required fields in the Coach Profile template?
A: No, dynamic profile questions are not required fields. CPAs do not have the option to mark fields as required.