How Do I Edit a Coaching Session?

Last updated: September 4, 2026

Required permissions:

  • Employees can edit Sessions where they are the manager or Co-Coach.

  • The Coaching: All Access permission is required to edit any Session.

Edit a Coaching Session

  1. Go to Coaching --> Sessions.

  1. Click the ellipsis icon next to the Session you want to edit.

  2. Select Edit from the menu.

  3. Make the necessary edits to the Session. Click here to learn what can and cannot be edited in a Session.

  4. Click Save to apply your changes.


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