BUILD & MANAGE
Learn how to create Programs, Agendas, Courses and Smart Docs. Understand our building blocks and what they are used for
Programs
- How to create a Program Template?
- How to create an Accountability Coaching Program?
- Program SwitcherHow to switch programs?
- How to duplicate a program?
- How to create a program from a template?
- How to create a new program?
- How to set a default program?
- How to create a 1on1 Coaching Program?
- How to create a Group Coaching Program?
- How to change the Program Leader
- How to use Program Invitation Links
- How to add a coach to the coach section?
- How to automatically assign program assets to clients?
- Embedding Personalized, Editable Spreadsheets and Documents in UpcoachDiscover how each client sees their personalized copy in group programs, with seamless editing directly in upcoach.
- How to search on upcoach?
- How to automatically assign Drive Files to clients?
- Understanding the "Last Seen Report" in upcoach: Tips & Example Use CasesTrack client activity with the Last Seen Report, identify engagement levels and re-engage inactive clients to maximize program success.
- How to create a new event in Events Block?