TeleWellness Portal
  • Introduction
  • HELPFUL RESOURCES
    • Getting Started
    • FAQ
      • Appointments
      • Meal Plan
  • User Management
    • Roles and Permissions
    • Manage Coaches
      • Coach tab
        • Register a new coach
          • Assign Members
        • Edit an existing coach
      • Calendar tab
        • Appointment Types
        • Appointment Alerts
      • Note Templates tab
    • Manage Members
      • Create a new member
      • Edit member's information
      • Filter members
  • Using the TeleWellness Portal
    • Login and logout to the Portal
    • Navigating the TeleWellness Portal
      • Home
      • Dashboard
      • Admin Dashboard
      • Coach Dashboard
        • Progress Tab
          • Filtering the information
          • Checking the user’s streak progress
          • Checking the user's activities progress
          • Showing the food log history
          • Checking the user's recap questions
          • Checking the user's weight log history
          • Showing user’s program journey
          • Checking user’s water intake history
        • Meal Plan tab
        • Notes tab
        • Appointments tab
        • Lab Tests tab
        • Wellness Plans tab
      • Messages
      • Meal Plans
        • Manage Meal Plans
          • From Scratch
          • Smart Meal Plan
      • Scheduling
      • Wellness Plan
        • Manage Protocols
        • Manage Wellness Plan Templates
    • Note Templates
  • API Reference
    • Generate Authorization Token
    • Appointments
      • Appointment Types
      • Add Appointment Credits
    • Coaches
      • Coach List
      • Update a Coach
      • Create a Coach
      • Invite Coach
    • Members
      • Member List
      • Members List
      • Program List
      • Update member's program
      • Assign Coach to Member
    • Lab Test Reports
      • Lab Test Report List
      • Create a Lab Test Report
      • Update Lab Test Report
      • Delete a Lab Test Report
    • Wellness Plans
      • Create a Supplement Plan for Member
      • Update Member Supplement
      • List Member Supplement Plans
      • Delete Member Supplement Plan
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On this page
  1. User Management
  2. Manage Coaches
  3. Coach tab
  4. Register a new coach

Assign Members

PreviousRegister a new coachNextEdit an existing coach

Last updated 3 years ago

Coaches can have one or more members assigned to them by the Admin.

By default, the coach is allowed to see all members:

To choose specific members from the list, move the toggle from right to left:

To assign a Member, drag the appropriate name from the right panel and drop it to the left panel:

Coach Status:

Use the toggle to activate or deactivate the current Coach:

After completing all the fields, click Send Invite. This will generate an email with an invitation link to the new Coach.

The link expires after 24 hours

Status set as active

Status set as inactive