Team Offerings

As part of your Offering setup you're able to choose which coach a newly signed-up client should be initially assigned to, like so:


Who to assign to, initially?

Sometimes Offerings are such that each coach has their own, and thus the owning coach is naturally the one that new clients should be assigned to.

However, in larger organizations it sometimes works nicely to set this coach to be some administrative figure, one who is ultimately responsible for pairing a new client with the most fitting coach.

This could be based on, for example, an intake form the new client might fill out (incidentally, having such a Worksheet be part of the Offering sign up process is a lovely way to automatically handle that sort of data collection!).


This is also way to ensure that any coach-client matchmaking is done from within your organization.