What is Coaching Engagements?
In Delenta, a Coaching Engagement is like a coach package you can use to track your coaching sessions. It helps you keep everything organized and easy to manage.
Why Use Coaching Engagements?
Here are some reasons to use Coaching Engagements in Delenta:
Existing Clients: If you bring clients who are already working with you and want to track their remaining sessions.
External Purchases: When someone buys your coaching services outside of Delenta, like through a bank transfer. You can invite that client to Delenta and create a Coaching Engagement to keep track of their sessions.
Multiple Services: If you offer both group programs and one-on-one sessions, you can create Coaching Engagements for the one-on-one sessions to track them separately from group sessions.
Creating a Coaching Engagement in Delenta helps you track these sessions just like you would with packages bought directly on the platform.
For example, if a corporate client prefers to pay offline instead of using a credit card, you can use Delenta Coaching Engagements to record this transaction and track the sessions.
You can also use Coaching Engagements for free or pro-bono packages.
How to Create a Coaching Engagement
You can create Coaching Engagements for clients and prospects to track packages they bought offline or outside Delenta:
Go to My Contacts. Find the client or prospect you want to create an engagement for.
View Client Details: Click on "View Details" of the client or prospect.
Add a New Engagement: Under "Packages," click "Add a New Engagement."
Enter Package Details: Fill in the package name, number of sessions, session duration, meeting location and price.
Session Plan. You can also add another session in a different duration and location.
Save Engagement: Once saved, the Coaching Engagement will appear under the client’s Coaching Engagement section and be added to their portal.
You can now see and track the remaining sessions through the portal.
Note: For free or pro-bono packages, enter $0 in the price field.
Once a Coaching Engagement is created you are able to see the remaining sessions and track them through the portal.
How to create a session against a coaching engagement?
1. Once you have created your coaching engagement with remaining sessions, you will see this engagement appear on your package summary for session tracking. (See image below)
2. You can now click on SCHEDULE NOW link to schedule a session against the external package. Note how the package will automatically be selected for the session you will be creating.
Once the session is created, you will see the session appear on the package summary area with the tag 'EXTERNAL ENGAGEMENT' and also on My sessions area as a 'Package related appointment'.
How can my clients book a session against a coaching engagement?
1. Below image(Image 5) is a view of the your client's portal. It highlights how your client would see the coaching engagement appearing on their My Purchases area.
2. Your client/s would also be able to book a session with you for the coaching engagement as shown in the image below.
