Your Coach Profile is what your clients see when they tap Your Coach inside the CoachRx mobile app. A complete profile builds trust on day one, reinforces your brand, and gives clients quick access to chat, book a call, or visit your website. This guide walks you through every field, what it does, and how to preview your profile before you save.
Why your profile matters
A polished profile does three things:
Builds trust. Clients see a real person with a bio, photo, and brand, not just a software account.
Reinforces your business. Your company name, logo, and website show up alongside you in the client app.
Shortens client time-to-action. Chat, booking, email, and your site are one tap away inside the mobile app.
Where to find it
Click your avatar in the top-right of the dashboard, then select Settings. Your Edit Profile page is the first tab.
What's on the profile page
The Edit Profile page has four parts:
Profile Progress banner at the top with a completion ring showing how complete your profile is.
Live banner preview showing exactly how your profile card will look in the client app, with your avatar, name, company, and bio.
Profile fields for your personal info, "About you" bio, and your organization's branding.
Save Profile and Preview buttons at the bottom of the form.
Step-by-step setup
Upload your avatar. Click the pencil icon on the avatar in the banner. Use a clean, clear headshot. Your avatar also becomes the blurred background of your client-facing banner.
Confirm your name and email. Both are pulled from sign-up. Update them if anything has changed.
Set your timezone. This makes sure messages and schedules show up correctly for you and your clients.
Write your bio. Use the "About you" field to introduce yourself. Keep it short and personal. The max is 220 characters, and the banner preview updates live as you type.
Add your company name. This appears under your name in the client app and on your Coach Profile card.
Add your website URL. Clients can tap this from their mobile app to visit your site.
Upload your company logo. JPG, PNG, or GIF up to 5MB. The logo shows up alongside your company name in the client app.
Click Preview to see your profile exactly as a client will see it on mobile.
Click Save Profile when everything looks right.
The completion ring
As you fill in each field, your profile completion percentage climbs. Once you hit 100%, you can dismiss the progress banner with the X in the corner. The ring also lives in your avatar dropdown in the top nav, so you can check progress from anywhere on the dashboard.
Note for multi-coach organizations
If your organization has multiple coaches, only the organization owner can edit Company Name, Website URL, and Company Logo. Other coaches on the team will see those fields filled in but greyed out. If something needs to change, ask your org owner. Everything else (avatar, bio, name, email, timezone) is yours to edit.
What your clients see
Inside the CoachRx mobile app, clients tap Profile, then the Your Coach row directly below their own identity card. That opens your full Coach Profile screen with:
Your banner, avatar, name, and company
Your bio
A Chat with [Your Name] button with a live online indicator
A Book a Call button (if you've added a booking link to your account)
An Email button
A Visit [Company Name] button (if you've added a website URL)
Tips
Use a horizontal-friendly photo for your avatar. The image becomes a full-bleed banner behind itself in the client app, so center your face.
Keep your bio focused on your clients, not your credentials. One or two sentences about what you do and who you help works best.
Preview before you save. Every time.