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. 

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

How to Create a Pod

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

1. 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.

2. Add members to the pod. 
3. Save Your Pod: After filling in the required details, save your pod.
4. Communicate with Clients: Once the pod is created, you can communicate with its members through Client Communities in the Coach Dashboard.

Pod Types

There are three main pod types you can create.

1. 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.

2. Grow Pods

• 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.

3. Private Pods

• Created through the mobile app to connect with:
  • Other coaches.
  • Non-client participants.
    
    

How to View Pod Details

1. Navigate to the Pods Tab:

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

2. 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.

3. View Pod Information:
   Once inside the pod record, you can see:

   • Pod Type: (PQ Program or Grow 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.

4. Manage and Communicate with Pod Members:

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

Leading Pods

Learn more on how to lead pods.