Start Guides and Knowledge Base
Welcome to Optify! Here you will learn all the tips and tricks for best practices to help you get up and running (or sprinting) using Optify. You will also get a look into the Coach and Client experience in the system.
Coach Profile Questions: Ensuring the Best Coach/Client Matches - For Coaching Provider AdminsOptimize coach-client matching with these essential coach profile questions. Get the right fit for every engagement.
Knowledge Base
Role-specific guidance to help you get the most out of Optify
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
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.
Understanding Reports in Optify - for AdminsVisualize coaching success with Optify's dashboards—track engagement, measure impact, and analyze program effectiveness in one place.
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.
Maya: Your AI CoachLearn 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.