Coach Console - Managing Settings
Set up your coach profile and notifications, see what branding offers, and find your plan.
Length 1:30
Transcript
Let's set up your coach profile and your notifications, then look at branding and your plan. About two minutes.
Open Settings from the sidebar. Start with your profile. Display Name is what every client sees - on invitations, on their dashboard, on every piece of content you share. Make it specific, like "Sarah Johnson, Career Coach." Bio is short and personal - one or two sentences about your coaching focus. Click Save Changes when you're done.
Scroll down to Notifications. Four toggles. Invitation Accepted - know immediately when someone joins. Client Milestones - get notified when clients reach interview or offer stage, perfect for a quick congratulatory message. Weekly Digest - a summary of all coaching activity every Monday. And Engagement Alerts - heads-up when a client goes quiet for too long. When you're getting started I recommend turning all four on. You can always dial back later once you know your rhythm.
Branding puts your logo and brand colors on your clients' screens. It comes with Coach Business and Coach Enterprise, so during the beta this section tells you about it, and your clients see the standard JobIntel look.
During the beta, Billing shows your Coach Free plan and its two client seats. When paid plans begin, you'll choose and manage your plan there.
Set it and forget it - but update your bio whenever your coaching focus evolves. The last tutorial covers privacy, the most important topic for any coach.