What is the Activation Panel?
The Activation Panel is a guided 5-step checklist that appears on your dashboard during your CoachRx trial. It replaces the generic Tasks panel and walks you through the actions that get the most value out of your trial. A radial progress indicator tracks your completion in real time so you always know exactly where you are.
The panel is built around the activities that correlate strongest with successful trial-to-paid conversion. Working through it is the fastest way to test CoachRx with a real client and a real workout in your hands.
The 5 Activation Steps
Invite a client - Send your first client invitation so you have someone to program for.
Create a workout - Build your first workout in the program builder.
Send a message - Open the messaging tab and message a client.
Complete your profile - Fill out your coach profile so clients see a polished introduction.
Take the tour - Walk through the in-app product tour to learn the layout.
Understanding the Radial Progress Indicator
The circular progress ring on the Activation Panel updates as you complete each step. Profile completion is calculated in granular increments, so adding your bio, photo, banner, and other fields each move the dial forward. You do not need to finish the entire profile in one sitting for it to count toward your activation progress.
Where to Find It
The Activation Panel sits on your CoachRx coach dashboard during your trial period. If you do not see it, confirm you are logged in as a trialing coach (the panel only appears for trial accounts) and that you are on the main dashboard at /dashboard.
What Happens After Your Trial Converts?
Once you convert to a paid plan, the Activation Panel is replaced by the standard Tasks panel. Any steps you completed during your trial stay completed - you do not need to redo them.
Tips for Getting the Most From Your Trial
Invite a real client (even a friend or family member) - testing with a real human surfaces more questions than testing solo.
Build a workout you would actually prescribe so you can feel the program builder in your normal flow.
Send a real message - the messaging experience is one of the most-used features post-trial.
Complete your profile fully - your clients see what you build here, and a complete profile builds trust on day one.
Need Help?
If your Activation Panel is not showing the right progress, or if a step does not appear to complete after you finish the action, reach out to coachrxsupport@opexfit.com and we will take a look.
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