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Running a batch (Day 1 → Day 13)

Audience: operators. The batch lifecycle that onboards a cohort into MyZone. Most of this happens in the IAPCF admin (the membership platform), which talks to MyZone.

A batch is a cohort taking an MT / MW course. The IAPCF admin owns the batch; MyZone receives the accounts and access.

1. Create the batch

IAPCF admin → Batches → Create: - Code — unique (e.g. 23CMWCF-JAN), Name, Course type (MT / MW / both). - Course Starts & Course Ends — the physical course dates. These drive the learner's MyZone access automatically (see step 3). You can set/edit them later on the batch with Save dates.

2. Invite members

Invite members (bulk or one-by-one) → they're stamped with the batch code. They accept the invite and acknowledge the Code of Ethics.

3. Day 1 — "Create MyZone accounts"

Click Day 1: Create MZM on the batch. For each member this: - creates a MyZone Coachee account (welcome email sent), and - switches on MT / MW access from the batch's course type.

At this stage members are learners — they experience the exercises themselves.

4. During the course (and the week after) — practice as a coach (automatic)

Once Course Starts/Ends are set, every learner in the batch automatically gets a practice-coach account for the course window + 7 days (the 3-day course is short, so practice stays open a week after) — no button to press. They see the coach tools in Practice mode: they can only work with sample clients (auto-created for them, matched to the course type — MW exercises for a MW course); adding real clients, invites, codes, and bulk upload are blocked. It updates on the learner's next login. (Full journey: How MZM access tracks the course.)

Learners sign in at app.myzonemindset.com with the email + password from their welcome email. ("Sign in with IAPCF" SSO is currently disabled — it needs a paid Clerk satellite-domain setup — so use email+password.)

5. Day 13 — "Promote to Coach" (the opt-in)

For members who join IAPCF, click Day 13: Promote to Coach (after the practice week) — they become Associate tier + a real MyZone Coach (assign exercises, run evaluations, log hours, real coachees).

6. After the practice window — the decision

Once the practice window ends (course end + 7 days), access settles by IAPCF tier, re-checked on each login: - Associate+ (promoted / joined) → full Coach. - AffiliateCoachee (practice/coach removed). - Didn't joinCoachee for 1 month after the practice window, then the account deactivates.

What syncs (and what doesn't)

  • IAPCF pushes accounts + tier/credential access to MyZone. Changes flow automatically when IAPCF syncs them — when you issue a credential or change a tier on the IAPCF side — so upgrades and demotions don't need anyone to touch MyZone. (A member logging in does not trigger a re-sync; if someone's access looks wrong, re-sync them from the IAPCF admin, not by asking them to log in again.)
  • Cohorts build themselves. When IAPCF invites a member with a course batch, MyZone creates the matching group and adds them — no manual team-building. See IAPCF hours & cohorts.
  • IAPCF does not push content/assignments — coaches assign content in MyZone. (A planned "Assign programme" feature will add a one-click step right here.)

Late joiners / fixes

  • Someone who joins or links later gets their access on first login.
  • To fix one member's access, use the IAPCF admin's per-member sync action.