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Coach — getting started

Audience: coaches. This mirrors the in-app coach tour + checklist.

Welcome — here's the shortest path from "just logged in" to running your coaching on MyZone. There's a guided tour and a checklist in the app; this is the written version.

Signing in: enter your email and we'll send you a code. No password needed, though you can use one if you prefer. See Signing in.

1. Set up your profile

Profile (bottom of the sidebar) → add your name and review your settings (dark mode, notifications). Dark mode and preferences live here too.

On My Coachees, click "Try with sample data" to load a couple of demo coachees with assignments — so you can explore assigning and reviewing before inviting real people. Remove it in one click when you're done; demo coachees are badged Sample.

3. Add a coachee

Add Coachee → invite by email, share an invite code, or accept a connection request. When you type an email, it tells you whether that person already has an account, so you know whether you're inviting them or connecting with them. When a client asks to work with you, you're notified, and they're told when you accept.

4. Assign an exercise

Assign Exercise (or Exercises) → pick an exercise from the library and the assignment form opens beside it: choose a coachee (or a whole group), set an optional schedule + due date. It appears under Manage Assignments.

5. Review submissions

Manage Assignments → Review Submissions tab (it badges how many are waiting). Open a submission to read the answers, leave feedback, and lock it when you're done.

Your sidebar follows your workflow. The three sections — Facilitation, Coaching, Assignments — live in the sidebar; open one and its pages are grouped by stage (Pre-session → During → Post-session). One click switches sections. There's also a search box at the top — type to jump straight to any page. (Prefer the old top tabs? Turn them back on in Profile → Section-accordion sidebar.)

6. See where a client actually is

Open a client and look at Where they are. It's built from what they've completed — check-ins, self-profiles and your own evaluations — and lists their skills weakest first.

Three things worth knowing about it:

  • Each reading shows a band (Developing / Building / Solid / Strong) and a number. The band is the part to act on. The number is there because it's useful, not because it's precise — this is self-report, so treat it as a perception rather than a measurement.
  • Every reading names which instrument it came from and when, and says so if it's gone stale (older than about three months). A score you recorded last week and one they gave themselves in March aren't the same thing.
  • Skills with no data are listed separately rather than shown as zero. Nothing has been measured yet, which isn't the same as being bad at it.

What fits right now underneath it suggests content matched to their weakest areas, across exercises, imagery and affirmations, with a reason for each.

7. Winding a client down, or removing them

On the client's page, Client status:

  • Deactivate keeps everything — their whole history and every report — but stops you issuing anything new. Use it when someone pauses rather than leaves.
  • Remove client erases their name, email and your notes, permanently. Their completed work stays, because otherwise your own history and every report built on it would disappear too.

Before removing anyone you have to download their record — the button won't work without it, and that download is your only copy afterwards. There's also Remove from all N first if you'd rather see who's affected before doing anything permanent.

8. Something wrong? You'll hear back

If you report a problem or suggest a feature, it now appears under My reports in your account menu, showing where it got to and which release fixed it. You'll be notified when something you reported goes live.

9. Go further

  • Groups — bundle coachees to assign to everyone at once. Getting people into one works six different ways, each with its own catch — see Adding people to a group.
  • Check-ins & profiles — the Toughness Check-in (B3) (Goals / Imagery / Self-talk) and the 5C (composure, concentration, confidence, cope-ability, cohesion), plus IPS, Wellness, Mindfulness and Performance profiles. See Evaluation & profiling tools.
  • Live Workshops — run a real-time group session: participants join with a code and you broadcast exercises to the room and watch responses come in live. Other coaches can co-facilitate: the organiser invites them, or they choose Ask to co-facilitate when entering the code and the organiser approves. (The code alone makes someone a participant.) (Live responses aren't saved as reviewable submissions — for keep-and-review work, assign the exercise instead.) Details in Assigning & reviewing → Live workshops.
  • Imagery & Affirmations — assign guided visualizations / affirmations.

Stuck?

Help & Support: the ? at the top of every page, or your account menu at the foot of the sidebar. Ask a question in your own words (it answers from these guides and links the page), browse the FAQ, or email the team.