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Scheduling and Recording Sessions

Updated over 3 months ago

Scheduling Sessions

Both coaches and clients can schedule coaching sessions through the Inbox.

Video Conferencing Providers

You can use one of three video conferencing providers on Leland.

  1. Go to Your Calendar Availability

  2. Select Your Video Provider

    • Scroll to the Conferencing section.

    • Choose between Leland, Zoom, or Google Meet as your default video conferencing tool.

      • If you choose Zoom, you’ll need to log in and connect a Premium Zoom account to enable bookings with automatic Zoom links.

  3. Connect

    • You’ll need to give Leland permission to create and edit events. Once that’s set up, all new coaching sessions will automatically generate links for your selected provider.

Recording Sessions

You can record your coaching sessions using the Leland video platform, Zoom, or Google Meet. However, before recording, be sure to ask your clients if they would like the session to be recorded.

Summarizing Sessions

In order for a session to be summarized, both the coach and the client have to enable session summaries in their settings. You must be using the Leland video platform to generate session summaries.

Learn more about how to access summaries and recordings here.

FAQs

Are coaches required to sign an NDA or contract prior to working with a client?

Coaches are not required to sign an NDA or contract before working with a client. While Leland does not mandate one, many experienced coaches choose to use a contract to outline the terms of their professional relationship. This helps ensure clarity for both parties before starting work together. You’re welcome to do the same with your clients!

What is Leland’s privacy policy?

You can read our privacy policy here.

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