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How do I schedule a coaching session in YakTrak?

This article will provides step by step guide on how you can schedule a coaching session in the platform.

Please note: Coaching sessions scheduled in YakTrak do not integrate with Outlook calendars. If you have set up notifications in YakTrak, you will receive them within the platform as a pop-up notification or by email. 

How do I schedule a coaching session?

  • On the "Team Dashboard", navigate to the "Team Members" section

  • Click the "..." menu next to the team member you would like to schedule a coaching session for.

  • Under "Activity", Select the session type and the "Date" for the coaching session.

  •  Add any notes relevnt to this session, then click "Save".

  • The pop-up confirmation message will appear at the bottom of the screen once the schedule has been created. 

  • This scheduled activity will appear on both the leader's as well as team member's "Me Dashboard" as shown below:

How to create, reschedule or cancel a coaching session?

  • On the leader's "Me Dashboard", locate the scheduled session.

  • Click the "Actions" button, as shown below.

  • Select "Create Session" or "Reschedule", depending on what you need to do.

  • You can also "Cancel" a scheduled session from this menu.