Knowledge Base
Role-specific guidance to help you get the most out of Optify
By Mariana1 author18 articles
- Getting Started in Optify - Welcome Video For ClientsThis welome video walks you through steps for you to complete to get started using the platform that will assist with your coaching journey.
- Adding Resources to a Program for Program ManagersHow to differentiate between the three types of resources for programs and add them to your existing programs
- Reading the Bubble Tracker for Program ManagersHow to interpret the dashboard that shows client progress during a program
- Setting Up a Program for Program ManagersHow to create the program overview and events for the program
- Scheduling a call with your clientAccessing and viewing engagements, and scheduling meetings
- Setting Goals for Clients and CoachesHow to create goals, and how to edit, delete or mark goals as complete
- Marking an Engagement as Completed or Ended EarlyThis guide outlines the steps to end an engagement early and addresses frequently asked questions related to this process.
- Inactivating a CoachInactivating a coach preserves their history, allows easy reactivation, and ensures ongoing engagements are completed, unlike deletion.
- Creating and Managing Shared Notes and Messages - For Program ManagersLearn how to create, manage, message and share notes with these step-by-step instructions
- How to Manage Coach Profile Questions in OptifyCustomize coach profile templates to collect relevant info, ensuring consistency without disrupting existing profiles.
- How to Add and Update Your Coach ProfileAdd or update your coach profile so clients and admins can learn more about you and match you with the right coaching opportunities.
- How to Use the Guest Scheduling Link - For Program ManagersGuest Scheduling Links let others book coaching sessions on behalf of the coach—no login required, optional password, easy to manage.
- Using Guest Scheduling Links - For CoachesHow coaches can create and share guest scheduling links in Optify.
- Managing Assessment Results Using the Assessments Tab - For Program ManagersProgram Managers can upload, share, and manage assessments in the new Assessments tab—streamlining engagement documentation in one place.
- Supported Browsers for Using OptifyLearn which browser versions are supported by Optify to ensure the best experience using our platform. Stay up to date and error-free.
- Getting Started with Maya, Your AI Self-Coaching ToolLearn how to use Maya, your AI self-coaching tool, with sample prompts, FAQs, and tips to guide reflection between coaching meetings.
- Understanding Tier Reviews and Upcoming Pricing UpdatesLearn how Optify reviews usage tiers, how to verify your active coaches and clients, and what to expect from the upcoming pricing increase effective January 1st, 2026.