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  1. Coaching Institute Mgmt
  2. Get started
Get started

Get Coaching Institute Mgmt running in four steps.

Begin with a real course and a reviewed enrollment.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Coaching Institute Mgmt. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Coaching Institute Mgmt in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to open Coaching Institute Mgmt. Identify the Education Administrator, Instructor and Academic Reviewer who will rehearse the first operating cycle.

Prepare the first operating cycle

Enter one organization, a dated course and the people responsible for intake and review. Prepare an enrollment with a requirement line and supporting document. Submit it for an independent decision and assign any returned correction.

Review before release

Open the case from each role, inspect its current status and source revision, and check the decision reason. For a delivered case, compare the delivery reference with the recorded operation result. Agree who will investigate a failed or uncertain action.

Set up Coaching Institute Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started