Knowledge Base
Knowledge Base
Signing Up & Subscription
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Getting Started
How to Login to Your AccountYour DashboardYour Profile SettingsYour Branding on CoachVantageAppointment and Calendar SettingsManage Your Availability Type SettingsConnecting Your External CalendarConnecting to ZoomConnecting to Payment GatewaysInvoice & Payment SettingsConnecting to Google Meet
CV Meet - Native Video & Audio Communication Tool
CV Meet (Native Video) - Feature OverviewCV Meet - Plan allowances and add-ons for call time and data storageCV Meet - How to record meetings, download and share recordingsCV Meet - How to share call recordings with clients automatically for all calls related to programs
Contacts
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Individual Contact Record Page
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Calendar
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Scheduling (Events)
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1:1 Coaching Programs
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Managing Coaching Programs with your Clients
Group Coaching
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Notes
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Forms
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Contracts
Contracts Feature OverviewHow to Send ContractsHow Clients E-sign ContractsHow Clients Can E-sign Contracts When Enrolling to Your Coaching Program
Resource Library
Resource Library - Files & TemplatesHow to Share Files with Clients
Invoices
Invoice Feature OverviewHow to Create One-off Invoices and Recurring InvoicesArchiving InvoicesCreating Invoices Without Stripe or PayPal Integration
Coaching Log
Coaching Logs OverviewHow to Enable Automatic Logging of Coaching Time in Your Coaching LogHow to Include, Remove or Edit Coaching Time in Your Coaching Log
Client Portal (Getting Started for Coachees)
How to Sign Up for the Client PortalClient Portal DashboardHow to E-Sign a Contract in the Client PortalHow to Sign Up to a Coaching Program in the Client PortalHow to Access My Coaching Programs in the Client PortalHow to Book Sessions (Appointments) with your CoachHow to Pay Invoices in the Client PortalHow to Manage Coaching Assignments in the Client PortalHow to Manage Coaching Goals in the Client PortalHow to Respond to Forms in the Client PortalHow to Use the Resource Library in the Client PortalHow to Take Notes in the Client PortalHow to Access Coaching Program Resources in the Client PortalHow to View Your Coach's Profile in the Client Portal

Connecting to Google Meet

Learn how to use Google Meet as a meeting location for your appointments

Overview 

You can use Google Meet as one of your meeting location options to host your virtual appointments. 

Pre-requisite: To be able to use Google Meet as a meeting location, you’ll need to first integrate your Google Calendar with CoachVantage. Go to My Settings > Integrations to connect your Google Calendar (make sure to disconnect any existing calendar first). 

Currently, Google Meet is available as a location option only when you connect your Google Calendar to your CoachVantage account. If you connect other calendar types such as Outlook, iOS, etc, then Google Meet will not be available as a meeting location. 

Not sure how to connect your Google Calendar? Check out our Help Centre guide: Connecting Your External Calendar.

How to Use Google Meet 🎥

Once you've finished connecting your Google Calendar to CoachVantage, in the Integrations tab of 'My Settings' page, you will see this:

You'll be able to use Google Meet as the meeting location for the following: 

  • For appointments / sessions
  • For 1:1 coaching programs
  • For group coaching programs

For Appointments / Sessions

To use Google Meet as the location for your appointments / sessions:

  1. Click on Calendar on the left-hand menu.
  2. Select the green Add button on the top right of your screen.
  3. Choose your Appointment Type (Individual Client or Group Program).
  4. Fill out the relevant information.
  5. Under Location, select Google Meet as the meeting location.
     

For 1:1 Coaching Programs

To set an 1:1 coaching program meeting location to Google Meet:

  1. Click on 1:1 Programs on the left-hand menu.
  2. Select Create New Program or click on an already created Program Card.
  3. In the task bar, under Program Information, set a Program Location. 
  4. Pick Google Meet as the meeting location.
  5. Once you set the meeting location to Google Meeting, remember to scroll down and select Next to save your changes. 

For Group Coaching Programs

To set a session meeting location to Google Meet:

Either follow the steps outlined above For Appointments and under Appointment Type select Group Program 

OR 

  1. From your Dashboard, click Group Coaching on the left-hand menu.
  2. Click on Manage Group Engagement.
  3. Click on Sessions on the left-hand menu.
  4. Select Add New Appointment.
  5. Fill out the relevant information.
  6. Under Location, pick Google Meet as the meeting location.
  7. Scroll down and press Save.

 

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