Navigate to the Coaches page. Click on the Programs tab on the left side toolbar. You will then click on the Coaches tab underneath the Programs heading. On this Coaches page, you can see your Coach List, your Required Documents for Coaches, and the Document Report. Here is where you will start the process to Add a Coach.
The first step is to create the Required Documents you wish to have your Coaches complete. To do this, click on Documents under the Coaches drop down list.
Here you will see your current created Documents. To add a new Document, click on the green Add Document button in the top right corner.
On the Create New Document page you are able to choose the school year for this Document, the Name, Category, Validation Dates, you are able to Upload a File for them to read and sign, and finally you are able to choose and name files you wish to have them upload and submit. Once completed you will click Save at the bottom of the page to add this Document to your list of Required Documents for Coaches.
Once you have all of your Documents created you are now ready to add a coach. To do this navigate back to the Coach List page and click on the Manage Coaches button in the top right corner. From the dropdown you will choose Add Coach.
Here you will fill out their basic information and then you are able to customize an email that will go to them that will direct them to complete the Coach Registration process. Once completed with this page you will click the green Create Coach button at the bottom of page. This will send the email to the coach.
Your coach will receive this email and clicking on the Complete Coach Profile will direct them to a page to finish this process.
Here they will confirm all existing information and fill out the remaining required fields. When finished clicking on the green Next Step button will take them to the page to add Documents.
They will click on the green arrow by each Document to complete each one. When all required Documents are completed they will click the green Submit button at the bottom right of the page.
The final step to get your new Coach added is to connect the Coach to a Bound User account. To do this, click on the red icon next to the Coach's name. This will direct you to the User page of the Coach's Profile.
Here you are able to choose to connect this Coach to an existing Bound Account in your system or have the ability to Invite a New User to connect to this Coach Account by clicking the yellow Send Invite button.
