10- Coach's Agenda Management Tool

Coach Agenda Screen: Your Guide to Managing Bookings

The agenda screen is the central hub for coaches to view and manage all their bookings. It’s designed for quick access, easy scheduling, and complete control over your meeting slots and preferences.

Step 1: Check your bookings overview at the home section of the agenda. This main screen shows all scheduled meetings and lets you keep track of bookings easily.

Step 2: Manage your availability using the options at the top. Add available slots so learners can book sessions when it suits your schedule.

Step 3: Access Agenda Settings to set meeting reminders or adjust booking approval rules. These controls help you tailor how you handle appointments and notifications.

Step 4: Use the meeting status counters (like unattended, completed, upcoming, awaiting). Click any counter to filter and jump straight to the list of bookings by status.

Step 5: Filter your meetings further by selecting categories like attended, cancelled, declined, expired, or upcoming. This filtering system makes it simple to sort through old and future sessions.

Step 6: Open the Calendar view to see all bookings laid out visually. Switch calendar views to suit how you like to manage your schedule.

Step 7: Review your upcoming, declined, or new bookings right from the calendar. Approve or reject meeting requests directly if needed.

The agenda screen streamlines booking management for coaches, offering a clear overview and easy-to-use filters. Stay organized, never miss a session, and customize your workflow—all from one place.