Managing Coaching Sessions

Session Statuses

Each session moves through three main statuses:

1. DRAFT

   • Session is being prepared.

   • Only visible to coaches/admins.

   • Can be edited freely.

2. SCHEDULED

   • Session is ready and planned for delivery.

   • Coachee is notified when status changes to SCHEDULED.

   • Notification includes session name and the planned delivery date.

   • Visible to the coachee.

   • Still editable before delivery.

3. DELIVERED

   • Session has been delivered to the coachee.

   • Can still be viewed and updated (e.g., action items).

Status & Visibility Rules:

• Coachees only see SCHEDULED and DELIVERED sessions.

• DRAFT sessions remain hidden from coachees.

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Editing a Session

1. Go to the session: /coaching/{sessionId}

2. Edit any of the following:

   • Session Details – Name, coach, dates, scorecards, status

   • Criteria / Discussion Points – Add/remove criteria, update summaries

   • Notes – Overall session notes

   • Private Notes – Internal coach notes

   • Action Points – Add, edit, complete

Changes are saved automatically or via a Save button, depending on your setup.

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Deleting a Session

• Coaches (with appropriate permissions) and admins can delete sessions.

• Deleting a session also deletes all associated discussion points and action items.

• This action is permanent.