Profile

To access a client's profile, from the left navigation bar, select Clients, then locate the client who's profile you wish to view and select their Name. A client's profile page contains information about their subscription, sessions and coaching plan, as well as some personal information.

On this page you see the following sections:

Name banner

At the top of the page you see a banner that contains the client's first and last name as well as their job title.

You see the following icons:

  • Chat icon: Selecting this icon takes you to the Message Center for that client where you can send chats directly to them.
  • Meeting icon: Selecting this icon takes you to the Meeting link page where you are able to start a session meeting with that client.
  • Notes icon: Selecting this icon takes you to the Notes page for that client.

You also see the following information about the client's sessions:

  • Completed Sessions: The number of total sessions the client has done with you that you have marked as complete.
  • Completed Manager sessions: The number of sessions that the client has completed with you and that a manager has been present at.
  • Days left to complete: The number of days the client has left on the coaching platform before their subscription expires.

Next session

At the top of this section you see which number session the client's next upcoming session is. In other words, the client has completed one less session than the number shown. Below that, you see the date and time of your next session with that client.

If you select the button, Call starts in..., you are taken to the Meeting link page where you can start the session meeting with that client.

Also in this section you may select Add notes. This takes you to the Notes page with the notes for the upcoming session open by default. Add notes about an upcoming session in order to remember points to discuss with that client in their next session.

Upcoming sessions

At the top of this section you see the following buttons:

  • Cancel all sessions: Select this button if you wish to cancel all sessions that the client currently has scheduled. The client then receives an email that all of their sessions have been canceled. Note, the late cancel policy does not apply when the coach cancels the session. When you cancel all sessions you must give the reason for cancellation, which may include:
    • Client requested to cancel
    • Technical problems
    • Personal reasons
  • Schedule Session: In order for you as the coach to schedule a session, you must have written permission from the client. To schedule a session choose a date and time and then select Schedule session.

In this section you also see a list of all sessions that the client has scheduled. To cancel a session, from the actions menu , select Cancel session. The client then receives an email that their session has been canceled. Note, the late cancel policy does not apply when the coach cancels the session. When you cancel a session you must give the reason for cancellation, which may include:

  • Client requested to cancel
  • Technical problems
  • Personal reasons

Completed sessions

In this section you see a list of sessions completed by the client. In order for a session to display on this list, you must mark it as complete.

To report a 3 way manager call, select Report 3 way. Enter the date and time that the meeting occurred as well as the name of the manager that attended. Then select Report 3 way session. You can only add 3 way calls that happened in the current month and have already occurred. Be sure that all sessions you have completed with the client display on this list so that you can be properly compensated for them.

Notifications

In this section you see the three most recent notifications you have received from that client. These may include canceled or scheduled sessions, or chats with that client. To see all notifications, select View all notifications in message center.

Remeasurement progress

In this section you see which, if any, remeasurement steps your client has completed. Remeasurement tasks become available to a client two-thirds of the way through their coaching engagement. It is when they re-assess the skills they rated during onboarding in order to track their progress. For more information about remeasurement, visit the learner Remeasurement page.

The remeasurement steps you may see completion status for are:

  • Evaluate your progress on focus areas
  • Request follow-up 360° feedback
  • Track your achievements
  • Reflect on your engagement
  • View your impact report
  • Evaluate Skillsoft Coaching

Client details

In this section you see the following information:

  • End date: The date at which the client can no longer schedule coaching sessions and they enter the Persistent Platform.
  • Language: The language selected by the client when they set up their profile.
  • Location: The country where the client is from.
  • Time zone: The time zone where the client currently resides. This is used for scheduling purposes.
  • Type of plan: The type of plan determines how many sessions/the amount of time the client has on the coaching platform.
  • Number of 3 way calls: The number of calls that the client can schedule with you and a manager present based on the type of plan they have.
  • Percipio Access: Whether or not the client has access to Percipio.
  • View all: Select View all to take you to the Client details page.

Company documents

If the company that the client is part of has uploaded any documents, you see them here. Documents may include company goals, guidelines, or initiatives.

Focus areas

In this section you see the focus areas the selected by the client. Focus areas are the skills that the client has chosen to work on during their coaching engagement based on their initial assessments. To see more detailed information about the focus areas, select View focus areas which takes you to the Focus areas page.

Coaching plan

In this section you see the completion status of the client's coaching plan. The coaching plan contains information about the client's short and long term goals that they hope to achieve through their coaching engagement and beyond. To view the client's coaching plan, select View plan which takes you to the Coaching plan page.

Impact report

Once the client has completed their remeasurement tasks, their impact report becomes available to view. The impact report shows data on how the client has improved throughout their coaching engagement based on the assessments taken during onboarding and during remeasurement. The impact report is a summary of the client's entire coaching experience. Once the impact report is available, you can select View report to take you to the Impact report page.