Managing client pods

Pods create a synchronized and cohesive experience for your clients, helping them thrive together in their journey! Here are some benefits of using Pods through Coach Dashboard:

• Organization: Stay informed about your groups and their progress.
• Efficient Communication: Quickly identify and interact with Pod.
• Tracking Progress: Keep an eye on the group’s start dates, engagement, top Saboteurs, and Sage Muscle levels. 

Create a Pod

Pod Types

PQ Program Pods

Applications (formerly Grow) Pods

Private Pods

View Pod details

Communicate with Pod members

Lead Pods

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How to Create a Pod

Coaches can easily create and manage pods from the Clients page by following these steps:

• Select "Create Pod":
  Click the "Create Pod" button, where you’ll be prompted to:

  • Enter a Pod Name: This name is visible to coaches only and helps you distinguish the group. For clients, the Pod will appear as "My Pod" in the mobile app.
  • Choose a Pod Type: Select the type of Pod you want to create (details below).

  • Choose the start date for the PQ Program.

• Add members to the Pod. 
• After filling in the required details, save your Pod.

Next, you can either view the Pod details or communicate with the clients in the Pod. 

• To view the details, click into the pod record.
• Once the Pod is created, you can communicate with its members through Client Communities in the Coach Dashboard.

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Pod Types

There are three main Pod types you can create for your clients.

PQ Program Pods

• Designed for new clients beginning their PQ Program journey together.

Clients in a PQ Program Pod will:

• • Start on the same date.
  • Learn the foundational principles and core processes of Positive Intelligence.

Which details will I have access to after creating the pod?

• Sage muscle level
• Top accomplice Saboteurs 
• Selected pace
• Last login
• Last day they logged Focus of the Day, Challenges, and Reflections

Applications Pods

• Designed for clients who have completed the PQ Program.

Focused on helping clients:

• Apply their learnings through daily practice.
• Continue personal growth in a supportive group.

Which details will I have access to after creating the pod?

• Sage muscle level
• Top accomplice Saboteurs 
• Selected pace
• Last login

Private Pods

• Created through the Pod Manager tool or by clicking "Private Pod" in the My Community area to connect with:
  • Other coaches
  • Non-client participants
  • Clients from various program dates
  • Unlimited number of participants

Which details will I have access to after creating the Pod?

• Sage muscle level
• Top accomplice Saboteurs 
• Selected pace
• Last login

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How to View Pod Details

On the Clients page, select the Pods tab next to the Clients tab.

Open a Pod Record

• Find the Pod you want to view in the list.
• Click on the Pod name or record to access detailed information.

View Pod Information

Once inside the Pod record, you can see:

• Pod Type: (PQ Program or  Pod)
• Pod Name: The coach-assigned name visible only to you and not your clients.
• Start Date: (for PQ Program Pods)
• Quick access to community channel
• Client List: View all clients assigned to the Pod.
  

 

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How to Communicate with Pod Members

• Use the Client Communities feature in your Coach Dashboard to communicate with the pod’s clients.

By accessing pod details, you can effectively monitor your clients’ journeys and ensure they have a seamless experience.

 

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Leading Pods

Learn more about how to lead Pods.