Guide

There are two ways to get people in, and you can mix them freely.

• Access code or invite link. Found under Invite Employees. The link opens the sign-up page with your code already filled in — easiest for onboarding a group at once, or pinning in a staff chat. Anyone with the code can join, so treat it like a shared door key.
• Email invitation. Send a personal invite to a specific address from the Employees page. These expire and work once, so they're the better option for one-off hires.

Staff need to sign up as Staff / Employee rather than as a manager — if someone accidentally creates their own organization instead of joining yours, they'll end up in an empty workspace and need to sign up again with the code.

Assigning a course marks it as required for everyone in your organization. On the Courses page, each course has an Assign button where you can optionally set a due date.

• Assigned courses sort to the top of each staff member's course list, with the nearest deadline first.
• Once a due date passes, the course shows as Overdue for that person and on your dashboard.
• Anyone who is overdue, has a deadline coming up within a week, or started a course and went quiet for a fortnight gets an email nudge. You get a weekly summary of who's behind — it stops automatically once everyone is caught up.
• A course counts as done when someone earns its certificate, meaning they finished every published lesson in it.
• Unassigning removes the deadline and the reminders, but keeps all existing progress.

Alongside the Coaching Explained library, you can build private courses that only your organization sees — your own procedures, equipment, and house rules. Find these under My Content.

A course is a list of lessons, and a lesson can be any of four kinds:

• Video — upload footage and drop questions at specific timestamps, so the video pauses and asks.
• Text — a written lesson, good for policies and checklists.
• Slides — an illustrated slideshow the learner clicks through.
• Quiz — questions on their own, with no lesson material in front of them.

You can require lessons be taken in order, and set a specific lesson as a prerequisite for another. Give a course a thumbnail and every lesson inside it inherits that image unless you set its own. Nothing is visible to staff until you publish it, and the Preview button shows you exactly what they'll see first.

Building courses is done by editors — you, plus any staff you promote from the Employees page. How many editors you can have depends on your plan.

Four AI tools help with the slow parts of course building. All of them produce a draft you review and edit before publishing — nothing reaches your staff automatically.

• Questions from a video. Transcribes your footage and proposes timestamped questions. You can steer it — name specific topics or timestamps, ask for true/false, or let it fill gaps on its own.
• A single lesson. Describe a topic, get a drafted text or slide lesson back.
• A whole course. Describe the subject and how many lessons you want, then review the outline before anything is created.
• Slide images. Generated per slide, and re-rollable individually if one misses.

These run on AI credits, which refresh monthly. A text or slide lesson costs 1 credit to draft, each generated image costs 3, and video question generation costs 1 credit per 5 minutes of footage (minimum 1). Your remaining balance is on the billing page, and you can top up if you run out.

Worth saying plainly: AI drafts are a starting point, not a finished course. Read anything it writes before publishing, especially for safety or compliance training where a subtly wrong detail matters.

• Dashboard — the overview: assigned courses, what's overdue, and headline completion numbers.
• Courses — completion rate per course, so you can see which training is landing and which is stalling.
• Employees — per-person detail, with a progress bar for every course they've been given and their answer history underneath.

You can read individual answers and leave a comment on any of them. The staff member gets an email when you do — useful for correcting a misunderstanding while it's still fresh, rather than waiting for it to show up on the floor.

Finishing every published lesson in a course issues a certificate automatically. Staff can view and download theirs as a PDF, and you'll see them on each person's page — handy as a record that training was completed and when.

A certificate records completion of a course on this platform. It isn't a professional licence or regulatory qualification on its own — if your industry requires formal certification, this sits alongside that rather than replacing it.

Every plan sets four things: how many staff you can have, how many editors, how much video storage, and how many AI credits per month.

Run short on storage or AI credits without wanting a full tier jump? Both can be topped up from the billing page with a slider, billed monthly on top of your plan and prorated when you change it. On Enterprise, staff and editor seats work the same way — move the slider, and billing adjusts.

Full pricing is on the pricing page.