Configuring Mentor Matching Settings
Mentor Matching Settings determine whether any user who can see a mentor's profile can book a coaching session with them, or whether a direct connection between the mentor and that user (or their program) must exist first before booking is allowed.
By default, a connection is required — meaning that even if a user can see a mentor's profile, they can only book a coaching session if there is an established link between them. To learn more about how to create these connections, see How to Connect Mentors and Startups.
Who can see a mentor's profile in the first place is controlled by the visibility permissions set for each user role. To learn more, see How to Manage Community Access Settings.
Where to Find Mentor Matching Settings
Click the Menu icon on the top left of the page → General Settings → Mentor Matching Settings.
Step-by-Step
1. Open the Menu
Click the Menu icon on the top left of the screen and gto General Settings
2 Open Mentor Matching Settings
Configure Your Settings
- Require connections for coaching sessions — when enabled, a user can only book a coaching session with a mentor they are directly connected to. When disabled, any user who can see a mentor's profile can book a session with them directly, without a prior connection.
Best Practices
- Start with connections required. Keeping the connection requirement on ensures mentorship is intentional and organized — open access can work well for large communities, but may lead to unmanaged booking volumes.
- Combine with community visibility settings. Mentor Matching Settings only affect what happens after a user can already see a mentor's profile. Make sure your community visibility settings are aligned with your mentorship model before adjusting matching rules.