Edit or Cancel Coachly Sessions

Previously scheduled Coachly sessions can be edited or cancelled any time prior to 15 minutes before the start time of the session.

To edit or cancel a Coachly session:

 

1.    In the Ed banner, click the Coachly tab.

 

The Coachly Home panel appears, showing the selected coach at the top of the panel.

 

Coachly Home page showing scheduled session in My Schedule area

 

2.    (If necessary) Select the coach with whom you have a Coachly session to be edited or canceled, by doing the following:

 

3.    Click the Sessions tab. All your upcoming sessions with the coach are listed as session cards displaying the session date and time with the most current session listed at the top.

4.    If necessary, scroll down the list of sessions, locate the session card of the session to be edited or cancelled, and click the vertical ellipsis button vertical ellipsis button. The list of options appears.

Coachly panel showing the options to Edit or Cancel a scheduled session

 

5.    Depending on the action to be taken, proceed as follows:

Action

Steps

Edit a session

a.    From the list, select Edit. You are prompted to select a new date and time for the session.

 

b.    Select a date in the calendar. The selected date is highlighted in blue, and a Select a Time list appears below the calendar.

 

c.    Select an appointment time from the list.

Coachly panel with Schedule selected and a "Select a time" list displayed to select a time period

 

A confirmation prompt appears showing the date and time of the original session and the date and time of new session.

 

d.    Click the Confirm button to replace the original session with the new date and time.

Coachly panel showing old and new session details and OK button to verify changes

 

Details of the scheduled session are saved in the Sessions tab, and an email is sent to your email address to confirm the edits to the session.

 

Cancel a session

a.    From the list, select Cancel. A confirmation prompt appears.

 

b.    Click the Cancel Session button.

Coachly session Cancel Session button

 

The session is cancelled and removed from the Sessions list, and an email is sent to your email address to confirm the cancellation.

 

 

 

See Also:

Navigate the Coachly Panel

Join Coachly Sessions

Schedule Coachly Sessions

Chat with Coach