Running a Coaching Site With MemberPress CoachKit™

The CoachKit™ add-on allows you to turn your membership site into a fully functioning coaching site. Once you activate and set up CoachKit™, and add your coaching programs, you’ll be ready to enroll your first students.

This document gives you more details on working with programs, coaches, and students, and gives you some helpful tips on running a coaching site with MemberPress CoachKit™.

To make a program available to your clients, you need to assign the program to at least one membership. 

Students subscribe to this membership to enroll in the program. Once subscribed, the client is automatically enrolled and added to one of the cohorts randomly. 

NOTE: A program must have at least one cohort open for enrollment at the time when a client subscribes to the membership.

Depending on the cohort type, students begin the program immediately, or on the specific date you set as the cohort’s start date.

Like every MemberPress member, your students and clients can access their membership data on the account page. Here, they can check their account details, subscriptions, and payments.

CoachKit™ adds a new Coaching option to the member’s account page. When students click on the Coaching option, it takes them to the Student Dashboard.

Within the Dashboard, there is a menu with an Enrollments option. The Enrollments page shows the list of all programs the student is enrolled in, with some basic details (i.e. start date, coach, student progress). Expanding a program will show a list of completed milestones and those still in progress.

Clients can also click on the program name to access the program details. Here, they can see all milestones and habits.

The Milestones page shows all the milestones within the program, along with their due dates. Once finished, students can check the box for each Milestone to mark it complete. 

On the Habits page, students will see all the habits added to the program. For each habit, there is a series of checkboxes, one for each date the habit should be completed. Students should click on the corresponding box to indicate they've completed that habit on that day.

If a habit is not marked complete on time, it will be marked as Off Track. A client is off track if the last 3 due dates for a habit have been missed consecutively. The student will be able to complete these overdue tasks at a later date.

If Messaging is enabled in your CoachKit™ settings, and the feature is enabled for your students, the Students Dashboard menu will display the Messages option.

Here, students can exchange messages with the coaches of the programs they are enrolled in.

To start a conversation, students click on the New Message button and select the coach they wish to message. This page also displays any recent conversations with this coach.

As an administrator, you can create and manage programs, add and remove coaches, and access all the program and student data in general.

Managing Coaches and Clients as an Administrator

You can manage your coaching platform by navigating to Dashboard > CoachKit™ and choosing one of the four available options, discussed below.

1 - Activity

This option allows you to track the activity over your entire coaching platform. Student Progress shows the progress of all of the clients on your site. You can filter students by coach or program, and you can search for a specific student. 

The Activity page also displays all activities on your coaching platform. You can filter the activities by activity type (e.g. Program Started) and recent activities.

2 - Programs

Under the Programs option, you can create your coaching programs. Here you can also update or remove programs.

Keep in mind that you will not be able to edit content on programs with students already enrolled, but you can add new cohorts to these programs to allow new enrollments.

3 - Coaches

The Coaches page contains the Coach Listing with all of your assigned coaches. You can also add new coaches here:

1. Click the Add New button to open a popup;

2. Search for an existing WordPress user on your site in the list, or click Add New Coach to create a new user;

3. Click Add to add the user to your Coach listing. 

In the Coach listing, click on the coach's name to see the details about that coach (cohorts taught and top active students). Here, you can also edit the user profile or assign additional cohorts to that coach.

4 - Students

Similar to the Coaches page, the Students option allows you to see the Student Listing or add new students manually.

In addition, clicking on any client's name shows you all the data related to that student. On this page, you can also edit the student's WordPress user (Edit User) or manually add this client to a cohort belonging to any program (Assign to Cohort).

Setting Up On-Site Scheduling

Setting up on-site scheduling is easy!

CoachKit™ integrates seamlessly with two top-level WordPress scheduling plugins, Simply Schedule Appointments (SSA) and Calendly.

To get started, you'll just need to install one of these two plugins, then follow the prompts.

Visit our integrations page for each plugin to learn more:

>> Simply Schedule Appointments (SSA)

>> Calendly