Create a structure for your meetings, take public notes, assign tasks, mark attendance, and more with Agendas.

You can build your own Agenda from scratch or use one of upcoach best-practice templates. Agendas are completely customizable, and allow you to iterate during the coaching process.

1. To set up your Agendas, go to your Admin section and then click on Agendas in the left sidebar. You can completely customize the structure of the Agenda by combining the different block types in one or more sections.

2. Next, click on the “Create New Agenda” button in the upper right-hand corner of the page

3. Add the “Name” and “Description” of the Agenda, then click on the “Create” button

Note: the Description is optional

4. Select the blocks for your Agenda
The usual components of Agendas are Wins, Q&A, Topics

5. You can make changes to the blocks you used on your Agenda on the left-hand side.

Here is how it would look like for your clients:

We suggest starting with one of the templates to get inspiration on how you can set up your own Meeting Agenda, and then customize it to fit your own style of coaching sessions.

If you need any further support, please contact us at support@upcoach.com or inside the platform by clicking on the chat messaging bubble in the lower right corner.

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