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Using the 1:1 Coaching Workspace: Conversation, Goals and Library

Explains the 1:1 coaching workspace's Conversation, Goals, and Library areas and how to pick a client.

🧭 What's in the coaching workspace

When you open a purchased 1:1 coaching product, you'll find a workspace with three areas: Conversation, Goals, and Library.

Conversation is where you and your coach or client send updates, reply, and keep discussions organized. Goals is a shared space where both of you can track what you're working towards. Library holds the resources included with that coaching product.

👤 Choosing who you're coaching

Use the client picker before you start a conversation. Look for Choose a client or Search clients to pick a specific client or application, then open their Conversation, Goals, or Library.

  1. Open your 1:1 coaching product.

  2. Select Choose a client and pick the client or application you want to coach.

  3. Move between Conversation, Goals, and Library for that client.

🔗 Your history stays together

Your conversation history and shared goals with a particular client stay linked to that coaching relationship. If the client's product tier changes, you'll still see the same conversation and goals you built up together.

📚 Library resources are product-specific

The Library shows the resources included with that specific coaching product. It isn't shared across your other products, so each product has its own set of included resources.

Coaching can also be embedded inside another product's Library.

If you get stuck, message us from the chat bubble and we will help.

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