Open Menu and select your Certified People Coach workspace.
Manage clients
Use Overview and Members to review your roster and each client’s progress summary. Open the shared coaching relationship to message a client, review shared progress, and assign a skill pack, training exercise, or the People Skills Index.
You see full results after the client chooses Share with coach. Their private Dale chat stays in their account.
Invite a client or administrator
Open Invites, enter an email, choose the role, and send. The relationship starts after the recipient accepts. A client invitation uses one open seat on your license. You can revoke a pending invitation.
Let new clients find you
The coach marketplace helps new clients find and choose you. Joining is optional. Your People Coach license and current clients stay as they are when you join or leave.
Open Marketplace from the coach workspace. Before you join, ProSocial explains what clients can see, how a coaching request works, how you get paid, and what stays private.
Choose Join marketplace if you want new clients to find you. Your profile stays hidden while you finish the five steps below.
Finish these five things
- Pass the coach final exam and keep your People Coach license active.
- Introduce yourself, describe your coaching, add your timezone, and choose at least one topic that you help with.
- Add at least one paid monthly coaching option for new marketplace clients.
- Connect Stripe so ProSocial can collect payments and send you your share.
- Wait for Science of People to review your profile.
Your profile appears in Coaches when all five steps are ready. Choose View public profile to see what clients see.
Set your monthly coaching options
For a new marketplace client:
- You choose the monthly price.
- The client pays for the first month, then can stop before the next monthly payment.
- When ProSocial collects a payment, you receive 80% and ProSocial keeps 20%.
- Stripe sends your share to your bank account.
The client chooses an option and adds a payment method. You have 72 hours to accept or decline. If you decline or the request expires, the charge is canceled. If you accept, ProSocial charges the first month. Your shared coaching space opens after payment succeeds.
If you already coach and bill someone outside ProSocial, add a $0 option and send that person a private invitation. $0 options stay off Coaches and do not meet the paid option that step 3 asks for.
Know what clients can see
Clients can see your name, introduction, coaching description, topics, timezone, paid coaching options, and reviews that Science of People has approved.
Your conversations with Dale stay in your private Dale chat. You see a client’s details and results after that client shares them with you in ProSocial.
Leave the marketplace
Choose Leave marketplace if you want to stop appearing for new clients. After you confirm:
- your profile and paid options disappear from Coaches;
- new and pending private invitations stop working; and
- your current coaching relationships continue.
ProSocial saves your profile and coaching options in case you return. Science of People reviews your profile again before it appears to clients.
Complete the final exam
Open Final Exam. Upload three MP4, WebM, or MOV responses. Review each file before upload. Each uploaded response stays as submitted. The third upload submits the attempt.
While review is open, the videos are locked. After a failed attempt, read the feedback and start a new attempt.
Check your license
Use Settings to see access dates and seat use. An expired license or full roster blocks new clients. Email support@tryprosocial.com for license or seat changes.