How to Enable Automatic Logging of Coaching Time in Your Coaching Log
CoachVantage makes it easy to keep track of your coaching hours (i.e. time you spend coaching clients).
When you enable a setting to automatically log coaching hours, CoachVantage will automatically capture the duration in your Coaching Log immediately after the appointment (or coaching session) is completed.
You can enable automatic logging of your time for Events, Appointments (such as ad hoc coaching calls), and for Coaching Programs.
In this article we will cover how to enable automatic logging of your time for:
1. Log Coaching Time for Events
'Events' refer to events that you create using the Scheduling feature of CoachVantage.
Note: Although the 'Events' feature should not be used for managing coaching programs with clients, we do provide you with the option to log the time you spend on an event as coaching time. This is useful if your event is not a coaching program per se, but you would still like to log your time for it in the Coaching Log. For example, your 'event' could be a 'Free Coaching Sample Session' and you'd like to capture your time spent for this event as coaching time.
Enable automatic logging of coaching hours for events
While creating an Event, on the Scheduling Page:
1. In the 'Event Information' step,
2. Check 'Yes' on the radio button in the 'Log Coaching Hours' section
If you'd like to edit an existing Event to automatically log coaching hours - select the 3-dot button on the Event Card and click "Edit" then follow the same steps above.
Note: Changes made to this setting will apply only to appointments that are made from the time the change was made, and not retroactively for past sessions that were already completed before the change was made.
2. Log Coaching Time for Appointments
You may prefer to set up appointments with clients yourself instead of allowing your clients to self-book sessions with you.
CoachVantage gives you the ability to automatically log coaching time for appointments that you set up or initiate.
Refer to How to Create a New Appointment with Your Client article to learn how to create an appointment.
On the 'Add New Appointment' pop-up window:
Check the box that says 'Log coaching time for this session automatically in your Coaching Log'.
If you are not charging for the appointment, check 'This is a pro bono coaching session'.
3. Log Coaching Time for Programs
CoachVantage is able to automatically track your coaching time for Coaching Programs that your clients are enrolled in.
When you create a Coaching Program, you have the option to allow clients to self-book sessions with you. You also have the option to enable automatic logging of your coaching time when you create your Coaching Program, as described below:
While creating a Coaching Program:
1. In the 'Program Information' step:
2. Check 'Yes' on the radio button for Log Coaching Hours
You can choose to automatically log coaching time for both the initial session and subsequent sessions.
Tip: We make the distinction between logging the first session and subsequent sessions because some coaches may not consider the first session as actual 'coaching time'.
If you'd like to edit an existing Program to automatically log coaching hours, select the 3-dot button on the Program Card and click "Edit" then follow the same steps above.
