You can manually update the start and end dates of coaching cycles to keep coaching logs accurate and help structure your work with coachees.
Edit the start date for an in-progress cycle
To adjust the start date of a cycle that is currently in progress:
- Open the coaching cycle.
- Select the three-dot menu.
- Click Edit Dates.
- Update the Start Date / Time.
- Click Save to apply your changes.
Edit dates for a completed cycle
To adjust the dates of a completed coaching cycle:
- Go to the coachee’s profile.
- Locate the completed cycle and click View Cycle.
- Select the three-dot menu.
- Click Edit Dates.
- Update the Start Date / Time and the End Date / Time as needed.
- Click Save to apply your changes.
When completing a cycle, you’ll be asked to select an End Date / Time. Any activities or events that occur after the selected end date will be removed from the cycle.
Note: If updating cycle dates removes activities or events from the cycle, any phases that were manually assigned will be reset. If a new cycle is later created that includes those activities, the phase will automatically default to the first phase in the coaching cycle.