---
title: "Manage a Certified People Coach workspace"
description: "Manage clients, shared coaching threads, assignments, marketplace settings, and coach access."
---

> Documentation Index
> Fetch the complete documentation index at: https://support.tryprosocial.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage a Certified People Coach workspace

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

1. Pass the coach final exam and keep your People Coach license active.
2. Introduce yourself, describe your coaching, add your timezone, and choose at
   least one topic that you help with.
3. Add at least one paid monthly coaching option for new marketplace clients.
4. Connect Stripe so ProSocial can collect payments and send you your share.
5. 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](mailto:support@tryprosocial.com) for license or seat
changes.

Source: https://support.tryprosocial.com/human-coaching/coach-workspace/index.mdx