--- title: How do I schedule a coaching session in YakTrak? description: This article provides information on how to schedule a coaching session within the platform. --- [Skip to content](https://support.yaktrak.com.au/how-do-i-schedule-a-coaching-session-in-yaktrak#main-content) English Show submenu for translations [More support](https://support.yaktrak.com.au/kb-tickets/new?hsLang=en) ![download.png\]](https://support.yaktrak.com.au/hs-fs/hubfs/download.png?height=40&name=download.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.yaktrak.com.au/kb-tickets/new) - Go to YakTrak.com.au Go to YakTrak.com.au How can we help you? - There are no suggestions because the search field is empty. 1. [YakTrak Support](https://support.yaktrak.com.au/?hsLang=en) 2. [Team Dashboard](https://support.yaktrak.com.au/team-dashboard?hsLang=en) 3. [Team Members](https://support.yaktrak.com.au/team-dashboard?hsLang=en#team-members) # 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. - ![](https://support.yaktrak.com.au/hs-fs/hubfs/image-png-Sep-15-2026-11-45-44-8578-PM.png?width=585&height=452&name=image-png-Sep-15-2026-11-45-44-8578-PM.png)  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. **![](https://support.yaktrak.com.au/hs-fs/hubfs/image-png-Sep-15-2026-11-48-00-0579-PM.png?width=670&height=145&name=image-png-Sep-15-2026-11-48-00-0579-PM.png)** - This scheduled activity will appear on both the leader's as well as team member's **"Me Dashboard"** as shown below: ![](https://support.yaktrak.com.au/hs-fs/hubfs/image-png-Sep-15-2026-11-51-37-0789-PM.png?width=670&height=97&name=image-png-Sep-15-2026-11-51-37-0789-PM.png) --- ### 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. ![](https://support.yaktrak.com.au/hs-fs/hubfs/image-png-Sep-16-2026-12-06-44-9344-AM.png?width=666&height=137&name=image-png-Sep-16-2026-12-06-44-9344-AM.png) - To setup notifications , please visit [Setup Notifications](https://support.yaktrak.com.au/knowledge-base/how-do-i-change-my-notification-settings?hsLang=en) - [Getting Started](https://support.yaktrak.com.au/getting-started?hsLang=en#main-content) - [Main Menu](https://support.yaktrak.com.au/getting-started?hsLang=en#main-menu) - [Notifications](https://support.yaktrak.com.au/getting-started?hsLang=en#notifications) - [Me Dashboard](https://support.yaktrak.com.au/me-dashboard?hsLang=en#main-content) - [My Campaign](https://support.yaktrak.com.au/me-dashboard?hsLang=en#my-campaign) - [Coaching and Forms](https://support.yaktrak.com.au/me-dashboard?hsLang=en#coaching-and-forms) - [Goals](https://support.yaktrak.com.au/me-dashboard?hsLang=en#goals) - [Team Dashboard](https://support.yaktrak.com.au/team-dashboard?hsLang=en#main-content) - [Team Members](https://support.yaktrak.com.au/team-dashboard?hsLang=en#team-members) - [Goals](https://support.yaktrak.com.au/team-dashboard?hsLang=en#goals) - [Coaching](https://support.yaktrak.com.au/team-dashboard?hsLang=en#coaching) - [Meetings](https://support.yaktrak.com.au/team-dashboard?hsLang=en#meetings) - [Campaigns](https://support.yaktrak.com.au/team-dashboard?hsLang=en#campaigns) - [Members](https://support.yaktrak.com.au/members?hsLang=en) - [Teams](https://support.yaktrak.com.au/teams?hsLang=en) - [Meeting](https://support.yaktrak.com.au/meeting?hsLang=en) - [Development Plan](https://support.yaktrak.com.au/development-plan?hsLang=en) - [Reports](https://support.yaktrak.com.au/reports?hsLang=en#main-content) - [Report Types](https://support.yaktrak.com.au/reports?hsLang=en#report-types) - [Reporting Overview](https://support.yaktrak.com.au/reports?hsLang=en#reporting-overview) - [Metrics (New)](https://support.yaktrak.com.au/reports?hsLang=en#metrics-new) - [Resources](https://support.yaktrak.com.au/resources?hsLang=en) - [Security](https://support.yaktrak.com.au/security?hsLang=en#main-content) - [YakSafe (DLP)](https://support.yaktrak.com.au/security?hsLang=en#yaksafe-dlp) - [Coaching](https://support.yaktrak.com.au/coaching?hsLang=en#main-content) - [Form Field](https://support.yaktrak.com.au/coaching?hsLang=en#form-field) [![Chill listening crop-3](https://support.yaktrak.com.au/hs-fs/hubfs/download.png?width=110&height=24&name=download.png "Chill listening crop-3")](https://www.yaktrak.com.au/) YakTrak Help Copyright © 2026, YakTrak