Calendars

Calendar Syncing and User Experience

At Sounding Board, we are committed to providing a seamless and efficient experience for all user...

An Introduction to Calendars and Scheduling

The Sounding Board Platform is used by leaders, coaches, and other users to schedule virtual sess...

Cronofy Calendar Integration

The Sounding Board Platform is used by coaches, coachees, mentors, and mentees to schedule virtua...

Syncing Your Calendar and Updating Your Calendar Settings

This guide provides step-by-step instructions on how to sync your calendar with Sounding Board. B...

Updating Your Primary Calendar

This guide provides step-by-step instructions on how to update your primary calendar on the Sound...

Calendar and Scheduling Troubleshooting

Calendar Double-booking Some users have highlighted challenges that Sounding Board has double-boo...
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Sessions

Joining a Session

At the top section of your Sounding Board home page, you'll find details of your next scheduled s...

Scheduling Sessions

This guide provides step-by-step instructions on how to schedule a session using the Sounding Boa...

How to Schedule an On-Demand Coaching Session

This guide provides step-by-step instructions on how to schedule an on-demand coaching session. I...

Reschedule or Cancel a Session

This guide provides detailed instructions on how to reschedule or cancel a session on the Soundin...

Viewing and Managing Sessions

This guide provides step-by-step instructions on how to view and manage coaching and mentoring se...

Scheduling Ignore Availability

To schedule a session in a blocked calendar time in the dashboard use the Ignore Availability fun...
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Leadership Roadmap

An Introduction to the Leadership Roadmap

The Leadership Roadmap, a feature in the Sounding Board app, allows users to chart their leadersh...

The Theory Behind the Leadership Roadmap

The Leadership Roadmap is a feature within the Sounding Board dashboard where users outline and t...

Creating a Goal in the Leadership Roadmap

This guide explains how to create a goal in the Leadership Roadmap feature of the Sounding Board ...

Adding Insights, Actions, and Results to a Leadership Roadmap Goal

This guide explains how to use the Leadership Roadmap feature in the Sounding Board app to track ...

Sharing, Pausing, and Accomplishing a Leadership Roadmap Goal

This guide provides step-by-step instructions on how to navigate and utilize the Leadership Roadm...

How to Leverage the Leadership Roadmap as a Coach or Mentor

This guide explains how to leverage the Leadership Roadmap as a coach or mentor in the Sounding B...

Chat, Notes and Surveys

In-App Chat Messaging

This guide provides instructions on how to use the in-app chat messaging feature on the Sounding ...

My Surveys

This guide provides instructions on how to navigate and complete surveys on the Sounding Board pl...

Notes

This guide provides step-by-step instructions on how to create and format notes in the Sounding B...

Complete the Leadership Profile

Once you've been added to a coaching program, you will receive and can complete the Leadership Pr...

Accessing Coachee Surveys

This guide explains how coaches can access coachee surveys on the Sounding Board platform. Review...

Slack Integration

Sounding Board offers an integration between Slack and Sounding Board’s In-app Messaging. If a us...

Curated Resource Library

An Introduction to the Curated Resource Library

The Curated Resource Library serves as a centralized content hub meticulously curated by your org...

Adding, Publishing, and Editing Resources in the Curated Resource Library

This guide provides step-by-step instructions on how to add, publish, and edit resources in the C...

Filtering and Sharing Curated Resources

This guide provides instructions on how to filter and share curated resources on the Sounding Boa...

Accessing and Filtering Curated Resources

This guide provides step-by-step instructions on how to access resources in the My Library on the...

Insights Dashboards

Coaching Insights Dashboards

This guide offers essential insights for Admins to effectively monitor and evaluate coaching prog...

Mentoring Insights Dashboards

This guide provides insights on how to navigate and utilize the Mentoring Insights Dashboards on ...

Mentoring Hub

Welcome to Mentoring

This guide provides an introduction to mentoring, including how mentoring programs work and the i...

Complete Your Mentee Profile

This guide provides step-by-step instructions on how to complete your mentee profile on the Sound...

Complete Your Mentor Profile

This guide provides step-by-step instructions on how to complete your mentor profile on the Sound...

Enrolling into an Open Enrollment Program as a Mentee

This guide provides step-by-step instructions on how to enroll as a mentee in an open enrollment ...

Enrolling into an Open Enrollment Program as a Mentor

This guide provides step-by-step instructions on enrolling as a mentor in an Open Enrollment Prog...

How to Request a Mentor in an Open Enrollment Program

This guide provides step-by-step instructions on how to request a mentor within the Sounding Boar...
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Coaching Hub

My Coachees

This guide provides an overview of the My Coachees page on the Sounding Board platform. It explai...

Meet Your Coach

You'll receive a notification when you've been matched with a coach. You'll then be able to view ...

An Introduction to On-Demand Coaching

On-Demand Coaching (ODC) is a dynamic and personalized coaching approach designed to meet the imm...

On-Demand coaching overview for Coaches

On Demand Coaching (ODC) is a coaching offering that provides Coachees with quick access to a Coa...

How to use Sounding Board as a Delegate

This guide is essential for anyone designated as a delegate within the Sounding Board platform, p...

My Engagements Quick View

This guide provides instructions on how to quickly view and access your coaching engagements and ...
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Manager Hub

Manager Dashboard

This guide provides an overview of the Manager Dashboard, designed to support managers in their d...

Manager's Direct Report Overview

This guide provides managers with an overview of their direct reports' leadership development. It...

How to Leverage your Direct Report's Leadership Roadmap as a Manager

This guide explains how to leverage the Leadership Roadmap feature in the Sounding Board app as a...

Stakeholders and Sponsors Hub

In-App Reporting Tips and Tricks

Certain roles within the Sounding Board App will have access to in-app reporting. This article wi...

My Company Dashboard

Sponsors and Stakeholders have an overview of their Programs and Engagements on their company das...

Sounding Board Services/Guide Hub

Charting Your Coach Compatibility: FAQs for Coachees with Sounding Board Contracted Coaches

Welcome to the Frequently Asked Questions (FAQs) section designed exclusively for coachees engage...

I’ve had multiple sessions with my coach, and our partnership is not working, I would like to work with a new coach.

Important Note: If you are not currently working with a Sounding Board Contracted coach, we recom...

I had my first session with my coach, and I know it’s not a good fit and I’d like to work with someone else. What is the process for getting matched with a new coach?

Important Note: If you are not currently working with a Sounding Board Contracted coach, we recom...

I liked talking with my coach, but I was looking for/expecting something different. What should I do?

Important Note: If you are not currently working with a Sounding Board Contracted coach, we recom...

I just had my first session with my coach, and I’m not sure my coach is right for me, what should I do?

Important Note: If you are not currently working with a Sounding Board Contracted coach, we recom...

How to Ask for An Extension (Guide Customers)

This article is for Guide customers who are in an engagement with a Sounding Board coach.  At Sou...