How to Add a New Coach to the Coaches List

  1. From the left navigation menu, click Org Tools > Coaches List.

  2. Click + Add New.

  3. Select the "Member" and enter the "Contact Type".

    • The contact type is the member's role within the organization, for example, "Receptionist" or "Preschool Coach".

  4. Click Save Changes.

How to Delete a Coach from the Coaches List

  1. From the left navigation menu, click Org Tools > Coaches List.

  2. Select the coaches that you'd like to delete.

  3. From the upper right-hand side of the screen, click Delete.

  4. Click OK to confirm the deletion.

How to Sort the Coaches List

  1. From the left navigation menu, click Org Tools > Coaches List.

  2. Click Sort.

  3. Select the coach you'd like to move up or down the list

  4. Click Up or Down to move the coach.

  5. Click Save Changes.

How to Edit a Coach's Contact Type

  1. From the left navigation menu, click Org Tools > Coaches List.

  2. Find the coach that you'd like to edit.

  3. Click their name.

  4. Edit the "Contact Type" as desired.

  5. When finished, click Save Changes.

Did this answer your question?