Loading...

CoachAccountable
Knowledge Base

Back to Engagements

Engagement Settings

Engagement Settings

screenshot_2024-05-01_at_2.42.20pm.png
The first settings option pertains to how and when your clients are allowed to schedule appointments with you.  This may seem like its own separate subject, but there's a reason for its inclusion here.
 

You have three choices:

  • Never allowed: This means you, as coach, will always be responsible for booking appointments with clients.
  • Allowed only within the limits of an Engagement: This means that any client who's NOT been added to an engagement will not be able to request appointments with you.  In other words, a client must be in an active Engagement with you in order to be given the privilege of scheduling with you.
  • Allowed unless an Engagement says otherwise: 
  • This means appointment requests are generally available to clients UNLESS they are currently or have ever been set up in an Engagement. Once that's the case, this means:
    • Engagement allocation and duration determine whether a given client is allowed to schedule an appointment with you.  
    • Clients who have ever been in an Engagement will need to be in an Engagement to continue scheduling and  
The third is a great option if you're transitioning from not using Engagements to using them, or if you won't generally use them (so your lack of use doesn't short-circuit clients' ability to book with you).

Here's a fun little trick this setting makes possible, and it's not precisely related to Engagements: notice how it says this setting can be overridden on a per-client basis?  
Screenshot_2025-11-21_at_7.32.56AM.png

That means you can segment your clients in a particular way, separating, for example, those who have only purchased a group coaching experience with you from those who have upgraded to the one-on-one plan (such a tiered offering is a powerful structure for a coaching business; you should consider doing it if you don't already!).

 

The next setting is to do with marking appointments as Verified: you can do this manually, but the system will automatically do so if you choose.  

Screenshot_2025-11-21_at_7.34.48AM.png

Verified (or not) is essentially your way of telling CoachAccountable that "yes, this appointment DOES count towards the allocation of hours" or "no, it doesn't".  Your decision on this front will usually depend on how you handle cancelled/rescheduled appointments or no-shows.

Back to Engagements