Help guides

Sign in, learn the layout, and run your first evaluated session.

• 1Signing in for the first timeGetting from your invite email to your CoachLens dashboard. You only ever do this once.
• 2Finding your way aroundWhat each part of CoachLens is for, so you know where to go before you need it.
• 3Add your first coacheeCoachLens needs to know who you're coaching before it can evaluate a session. This takes about a minute per person.
• 4Run your first sessionGetting a coaching conversation into CoachLens and back out as an evaluation. Four steps, and the app walks you through all of them.
• 5Reading your evaluationHow to get value out of an evaluation — and how to avoid the misreading that makes coaches distrust their first one.

The things you'll touch every week once you're up and running.

• 6Getting a transcript inThree ways to get a coaching conversation into CoachLens, plus how to handle a Zoom recording. Pick whichever fits how you already work — the rest of the process is identical.
• 7Who sees whatExactly who can see your transcripts, your notes, your scores and your coachee's material. This is the question coaches ask most, so here it is plainly.
• 8Your coachee's pageEverything about one person, on one page. This is where you'll spend more time than anywhere else in CoachLens.
• 9AI ChatAn assistant that has actually read your sessions with one coachee. Most coaches skip it because they don't know what to ask — so here's what to ask.
• 10Sending a session reportHow your organization finds out you coached. It's assembled from the session you already submitted, so you're editing rather than writing.
• 11My ScoresAn evaluation tells you about one session. This page tells you about you — but only once you've given it enough sessions to work with.
• 12Development focusOne competency, chosen by you, kept in front of you. Small feature, and the constraint is the entire point.

Optional features. None of these block your everyday coaching.

• 13The client portalYour coachee can have their own login. Whether you use it is genuinely up to you — so look before you decide.
• 14Goals and action itemsWhere coaching turns into something that happens between sessions. Two tabs that work quite differently — worth knowing which is which.
• 15Your coach profileTwo minutes in Settings, mostly for one section people scroll straight past.
• 16RemindersThe simplest thing in CoachLens, and the one most likely to change how your coachees experience you.
• 17The impact reportA narrative of the whole coaching relationship, for the end of a season — or whenever someone asks what the coaching has actually done.

Only for people with an admin role. Coaches can skip these.

• 18The org dashboardYour view of coaching across the organization. If you're a coach without an admin role, you won't have this page and don't need it.
• 19Inviting coachesHow people join your organization, and the one choice that affects your bill.
• 20Reading a submitted reportWhat arrives when a coach submits a session report, and the decision about them that matters more than anything in the software.