Coachee Orientation and Quick Start Guide

Welcome to your Coachee Orientation and Quick Start Guide for the Sounding Board platform! This guide serves as your indispensable companion for embarking on your coaching journey. From getting started to scheduling sessions and leveraging additional tools, we've curated all the resources you need to kickstart your progress.

To facilitate a seamless beginning, we've structured the content in a logical order, encompassing onboarding procedures, session management techniques, and insights into utilizing supplementary tools. Discover how to effectively engage in coaching sessions, tailor calendar settings to your needs, and delve into the Leadership Roadmap for efficient goal pursuit. Here's to a successful coaching experience ahead!

Welcome

• Onboarding to the Sounding Board Platform
• Sounding Board Dashboard Overview

Calendars and Scheduling Settings

• Syncing Your Calendar and Updating Your Calendar Settings
  • Note: If you synced your calendar and set up your calendar settings while onboarding, you do not need to go through this step.
• Updating or Changing Your Synced Calendar
• How to Block Availability from a Linked Calendar

Sessions

• Scheduling Sessions
• Joining a Session
• Reschedule or Cancel a Session
• View Schedule

Leadership Roadmap

• Creating a Goal in the Leadership Roadmap
• Adding Insights, Actions, and Results to a Leadership Roadmap Goal
• Sharing, Pausing, and Accomplishing a Leadership Roadmap Goal

Other Tools

• My Surveys
• In-App Chat Messaging
• Notes
• My Engagements Quick View