Recipe: Set up a new 1:1 member

Language: English · Türkçe

  1. Add or invite the member.

CoachTrack coach and member workspace
2. Complete the profile.
3. Create or choose the matching session type and plan.
4. Assign the plan to the member.
5. Schedule the first session in Calendar.
6. After the invitation is accepted, confirm the member can reach the portal.

Reference: Add a member, Manage member profile, and Assign a plan to a member.


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