Find coaching sessions and available replays

1. Open the right session list

Choose Coaching Calls in the academy sidebar. Select Upcoming for scheduled sessions, Replays for listed recordings or Past Calls for previous sessions.

The counts belong to the current list and can change. A session in Past Calls is not necessarily a playable recording. Read the action or availability message on its own card.

Choose the right coaching list.

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2. Check date, time zone and duration

Read the session title, date, displayed time zone and duration together. The example shows an ET time alongside a Los Angeles time. Use the local date and time carefully, especially when the converted time crosses midnight.

Also inspect the session’s displayed availability. Do not apply a capacity number from another card or from general introductory text to the session you are considering. If timing or access is unclear, ask about that exact session before committing.

3. Keep registration and calendar actions separate

An upcoming card provides Register and Add to Calendar. Review the session before registering, then inspect the actual registration result. Adding a calendar event is a scheduling action; it does not by itself prove that registration succeeded.

After adding an event, review the date, time zone and session information in your calendar. Before the session, return to its current instructions for access. An old screenshot or calendar entry should not be treated as a live meeting link.

Register and calendar are separate checks.

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4. Look for the actual replay action

In Replays, available example cards show Watch Replay. Select the intended session’s action and inspect the player or access result. If playback fails, record the session title, date, browser and exact message for support.

Some Past Calls cards explicitly say No replay available for this session. That message is more specific than a general description suggesting sessions are recorded. Do not assume every past call has a recording or promise when a missing replay will appear.

Look for Watch Replay on the session.

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5. Prepare a useful coaching question

Bring one clear question and the context needed to discuss it. Use fictional or non-identifying examples in a group setting. Keep client records, taxpayer identifiers and account details out of public discussion. Afterward, separate general coaching ideas from conclusions that require review for a particular client.

Common questions