This guide provides essential insights for engagement users (Coaching and Mentoring) on the Sounding Board platform to easily track their remaining sessions. By following the outlined steps, users can manage their engagements effectively, ensuring they remain informed about their session counts during scheduling. Overall, this guide is a valuable resource for maximizing the experience on the platform.
Interactive Walkthrough
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Written Walkthrough
1. Navigate to https://coaching.soundingboardinc.com and log in.
Users who are in an active engagement can easily see how many sessions they have remaining available. If you are a coach on the platform, you have additional ways of viewing this to help manage your workload.
2. View Remaining Sessions when Scheduling
When scheduling sessions, all users will be able to see how many sessions remain available for the engagement.
- Click "+ Schedule Session"
- Review Sessions Remaining Count
- Click "Cancel" or Schedule a session
3. View Remaining Sessions from My Coachees
Coaches have additional visibility into sessions -
- Click "My Coachees"
-
Review the Sessions column
- You will see how many sessions have been completed out of the total available and the amount of time remaining in the engagement.
4. View Remaining Sessions from My Coachees (cont.)
As a coach, you can also click on the session details for further information, including an overview of all sessions which have been completed, cancelled, or are scheduled -
- Click "X of X Complete" hyperlink
- Review and click "Close" when complete