For coaches

Session plan templates

A template is a session plan you can drop into any future session, so a good night's coaching gets written once.

Steps

  1. Open a session with a plan you like and press Save as template.
  2. Give it a Template name and press Save template.
  3. To use it, open a session with no plan and press Apply beside the template under Saved templates.
  4. To tidy the list, open Plan templates from the Plan group (or Manage templates on a session).
  5. Use the row menu for Rename, Delete template or Restore.

Good to know

  • The template picker only appears on a session that has no plan yet, which is why the Plan templates page exists at all.
  • Applying a template copies its blocks and items into a new plan. Editing the session afterwards does not change the template.
  • Deleting a template archives it with its blocks intact, and Restore brings it back whole.
  • Templates are shared across the whole workspace, so every coach sees them.

Related

  • Build a session plan
  • Create a session
  • Training plan templates

More in Sessions

Still stuck?

Email us and a real person will answer. If you are already using Rotate, the same guides are in the app under Help.

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