TABLE OF CONTENTS
URLs
Use this page to add your company name and get a direct link to your Provider directory on Coachbar. You can also include links to "Terms of Use", "Privacy Policy" and "Cookies Policy".
Customize Pages
Directory Listing
Please click on "Edit page" to open the editor.
This is essentially a catalog of all the partners that Coachbar has in its portfolio. Let's get to editing and creating your page.
Adjusting colors and text on the header for your brand
You can use custom HTML to customize some of the options while other options allow you to do it via a built-in editor as well. You change colors, texts, buttons, etc using the tool.
Partner Profile Details
All partner names listed in the directory can be easily edited on this page, including the font, wording, and colors. You will need to use the "Partner Profile" option under settings to post profiles to this directory page.
Matchmaking Form
This is a form where clients who visit your directory can ask for your help in finding the best partner to connect with and setup their system. This form is fully customizable, where you can drag fields from the "Form" option and add it to your form.
When a request is submitted through your matchmaking form, this will appear under the Matchmaking tab in ChannelBoost. We will cover more on this later.
Partner Application Form
In the same manner, you have the option to set up the partner application form, allowing partners to make requests through your portal. Any requests submitted by partners through the form will be displayed in the Applications section.
Custom HTML/CSS
The option to edit the website's header and footer using custom code is accessible here, in addition to the directory listing mentioned above.
Matchmaking
As requests come into ChannelBoost, we can then review them against our list of partners and appropriately select the best fit.
You can click on the referral to see details of it.
Click the plus button shown below to add a partner who think would best fit this referral.
Once you have submitted it, the partner will review this lead and can begin their work. This lead is also added to your list of leads in ChannelBoost. When the lead attains "Won" status, this is then pushed to HubSpot.
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Note: If the request type is "Referral", the pop-up will have a toggle to create a lead and notify and the partner.
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If you need further assistance, please contact our dedicated customer support team at support@coachbar.io, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.