Learning Objectives


After completing this help guide, you’ll be able to:

  • Navigate to a members coaching profile
  • Add an Events and Workshop to a profile

 

The Events and Workshops will be used to create licenses for members who have attended workshops that do not come with an accreditation. 

 

To get started;

  • Once logged in, use either the quick search bar at the top of the dashboard or select Search Coaches from the Coaches and Staff menu.
  • Search and select the member that you want to add the accreditation to. 
  • Ensure the view as field at the top of the profile is set to Coach.

 

 

 

  • Next, navigate to the Additional Info tab from the members dashboard.
  • Scroll down until you see the Events and Workshops list and click the new license button.

 

 

 

  • From there the License dialogue log will appear. 
  • Select the License type form the list, the date of the Workshop and any other details you want to add. 
  • Click save and the Event and Workshop License will be added.