Assign a coaching session

👥 The Engagement Admin and Organization Admins with Manage Coaching permissions can assign coaching sessions.

Once coaching participants have been added to Coaching Hub, you can assign them to the coaching subscriptions they should participate in.

In this article, you will learn...


Assign a one-time session

  1. Click on Training & Coaching in 15Five's main, left-hand navigation and then select Coaching Hub from the dropdown options.
  2. You'll be taken to the 'Manage Sessions' page. From here, open the 'Subscriptions' tab in the top navigation.
  3. Click Assign next to the session you want to assign.
  4. If it is a 1:1 session, select the participant from the dropdown, add some notes to help the coach prepare for the session, and click the Assign button.
  5. If it is a group session, select the participant that will be scheduling the session in the dropdown for Group Session Scheduler. Next, add the remaining participants by selecting them from the Participants dropdown. You can add participants as long as you do not exceed the maximum participant count for the session. Once all the participants have been added, add some notes to help the coach prepare for the session and click the Assign button.
  6. Once the session has been assigned, the session will be added to the Sessions tab with an Assigned status. Participant(s) will receive an email notification letting them know they have a session to schedule.

Assign recurring coaching sessions

  1. Click on Training & Coaching in 15Five's main, left-hand navigation and then select Coaching Hub from the dropdown options.
  2. You'll be taken to the 'Manage Sessions' page. From here, open the 'Subscriptions' tab using the top navigation.
  3. Click Manage next to the series you want to assign sessions in.
  4. Click Assign subscription at the top of the page.
  5. Select your Facilitation Team and which Participant(s) you want to participate in the series.
  6. If desired, provide a name for the cohort of people who are participating in the session. The cohort name will display in the Participants column on the Sessions list, and hovering over the cohort name will display the names of the participants in the cohort.
  7. Designate whether you want Admins to have scheduling permissions, or if you'd like to assign a participant as the designated scheduler.
  8. If it is a 1:1 subscription, select the participant from the dropdown, add some notes to help the coach prepare for the upcoming sessions, and click the Assign button.
  9. If it is a group subscription, select the participant that will be scheduling the session in the dropdown for Group Session Scheduler. Then add the remaining participants by selecting them from the Participants dropdown. You can add participants as long as you do not exceed the maximum participant count for the session. Once all the participants have been added, add some notes to help the coach prepare for the upcoming sessions.
  10. Click Assign.
  11. Once the subscription has been assigned, all sessions will be added to the 'Sessions' tab with an Assigned status. Participant(s) will receive an email notification letting them know they have a session to schedule.

What's next?

Once you've assigned sessions to participants, the session can be scheduled.

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