Customize your CoachRx coach profile to optimize your coaching workflow, communication preferences, and account settings. Access all profile management tools from the settings dropdown menu.
Key Profile Features
Personal information - Name, email, time zone, and profile image
Consultation booking - Integration with scheduling services
Plan and billing - Subscription management and payment options
Organization settings - Business branding and team configuration
Notification preferences - Customize alerts and communication timing
Product roadmap - View upcoming features and submit requests
Educational resources - Access free templates and training materials
Referral program - Earn rewards for referring other coaches
Accessing Your Profile Settings
Navigate to Settings
Click on your profile icon or settings dropdown in the top right corner
Select "Settings" from the dropdown menu
Access all profile and account management options
Settings apply to:
Your individual coach account
Your organization (if you're the owner)
All coaches in your organization (for organization-level settings)
Personal Profile Settings
Update Profile Information
Navigate to the "Profile" tab in settings
Update the following information:
Profile Details:
Coaching image - Upload professional photo for your profile
First name and last name - Update personal information
Time zone - Critical for accurate notification timing
Email address - Update if email changes
Password - Change password for security
Profile Image Best Practices:
Use professional, high-quality photo
Ensures client recognition and trust
Appears throughout platform and in client communications
Set Up Consultation Link
Locate "Consultation Link" section
Add your scheduling service URL:
Calendly
Acuity Scheduling
Google Calendar booking link
Any other consultation booking service
Paste your unique scheduling link
Link populates in client mobile app allowing them to book:
Consultations
Assessments
Regular check-ins
Any other scheduled meetings
Important: If this field is empty, clients won't have a booking option in their app.
Plan & Billing Management
Manage Your Subscription
Go to "Plan & Billing" section
Available actions:
Upgrade subscription - Increase client tier capacity
Downgrade subscription - Reduce to lower tier
View billing history - Access past invoices
Cancel subscription - End CoachRx service (if needed)
All changes can be made directly from the platform
Contact support for billing assistance if needed
Subscription tiers based on:
Total number of active clients
Not based on number of coaches in organization
Organization Settings
Configure Business Information
Navigate to "Organization" tab in settings
Update the following:
Business Branding:
Business name - Your company or coaching business name
Website URL - Link to your business website
Organization logo - Upload logo for branding
Logo Appears On:
Contracts and waivers sent through platform
Custom client reports
Consultation notes exports
Long-term and short-term plan documents
Storefront pages
Set Touchpoint Goals
Organization-Level Touchpoint Configuration:
Enable touchpoints for your organization
Set default communication goal:
Minimum touches per client per week (1, 2, 3+)
Applies to all coaches as minimum requirement
Coach flexibility:
Individual coaches can exceed organization minimum
Coaches cannot set touchpoints lower than organization goal
Example: If organization sets 3, coaches can do 4+ but not 2
Toggle coach permissions:
Allow/restrict coaches from modifying their own touchpoint goals
Maintain consistency or grant autonomy based on your preference
Notification Preferences
Customize Notification Settings
Go to "Notifications" section
Configure notification types:
Activity Notifications:
Client completes workout
Client comments on workout
Client submits progress
Delivery Methods:
Push notifications to phone/computer
Email notifications
Both push and email
Notification Sound Options:
Pop
Barbell drop
Sliding weight
Custom sounds (including humorous options)
Timing Controls:
Any time of day - Receive notifications 24/7
Working hours only - Limit to specific timeframe
Set working hours - Define your available hours (e.g., 8 AM - 6 PM)
No emails outside working hours when enabled
Client Settings Configuration
Exercise Due Notifications
Navigate to "Client Settings" section
Set notification timing:
Choose days in advance for workout due alerts
Example: "3 days" means Wednesday notification for Saturday workout
Helps you plan and prepare programs ahead of schedule
Client Workout Visibility
Control how far ahead clients see workouts:
Option 1: Days in Advance
Set specific number of days (e.g., 3, 7, 14)
Clients see workouts within that timeframe
Option 2: Current Week Only
Toggle "Only allow clients to see future workouts if they fall within current week"
Clients see Monday-Sunday of current week only
On Sunday evening, they cannot see next Monday until Monday arrives
Option 3: Full Week Preview
Set to 7 days in advance
Allows Sunday planning for upcoming week
Best for clients with busy schedules or kids who need to plan ahead
Individual Touchpoint Settings
Enable touchpoints for yourself as a coach
Must meet or exceed organization minimum
Customize per client:
Turn off for program-only clients with no check-ins needed
Maintain different standards for different service levels
Adjust based on client engagement needs
Client Autonomy Feature
Grant clients workout rescheduling ability:
Toggle "Client Autonomy" on for selected clients
What clients can do:
Move scheduled workouts to different days
Example: Monday workout moved to Tuesday due to sick kids
Changes automatically sync to your coach calendar
Use selectively - Best for responsible, self-directed clients
More autonomy features coming soon
Import Clients
Bulk Client Import
Navigate to "Import Clients" section
Download CSV template if your current platform doesn't provide export
Import from TrueCoach:
Export client list from TrueCoach
Upload CSV file directly to CoachRx
Import from scratch:
Use blank CSV template
Fill with client information
Upload completed file
Complimentary Transition Assistance Available:
Free migration support depending on your current platform
Services include:
Bulk importing clients
Exercise history transfer (when possible)
Program migration
Varies by platform - contact support for details
Integration Management
View Connected Integrations
Go to "Integrations" page
Current integrations:
Stripe:
Payment processing through platform
Required for Business Suite features
Collect client payments and subscriptions
Loom:
Video messaging capability
Send coaching videos and feedback
Integrated throughout platform
TruMed Partnership:
HSA/FSA reimbursement for clients
Allows clients to use health savings for coaching
Explore partnership benefits for your business
Additional Profile Features
Explore Product Roadmap
Click "Product Roadmap" from profile dropdown
View development status:
Currently in development
Planned features
Under consideration
Submit feature requests:
Suggest new capabilities
Vote on proposed features
Reviewed frequently by development team
Help shape CoachRx's future
Adjust Display Mode
Toggle between Light Mode and Dark Mode
Switch based on personal preference or lighting conditions
Applies across entire platform
Change anytime from profile dropdown
Access Educational Resources
Click "Educational Resources" from profile menu
Free content includes:
Program templates
Coaching classes
Best practice guides
Training materials
Available to all CoachRx users at no cost
Join Referral Program
Click "Referral Program" from dropdown
How it works:
Copy your unique referral URL
Share with other coaches
Earn up to $75 per referral when they subscribe
Referral rewards based on subscription tier:
1-5 clients = $25
6-50 clients = $50
51+ clients = $75
Easy way to earn while recommending CoachRx
Use Help Center
Access "Help Center" from profile menu
Resources available:
Help center articles
Demo videos
Feature guides
Support documentation
Search for specific features or browse topics
Available 24/7 for self-service support
Best Practices
Profile Maintenance
Update time zone immediately if you relocate
Keep consultation link current if switching scheduling services
Review notification settings quarterly to optimize workflow
Update organization logo when rebranding
Organization Management
Set realistic touchpoint goals based on service level
Communicate expectations to coaching team about touchpoints
Review client visibility settings with each new client type
Standardize branding across all client-facing materials
Workflow Optimization
Enable working hours to protect personal time
Customize notification sounds for quick recognition
Use client autonomy selectively for appropriate clients
Leverage educational resources for ongoing development
FAQ
Q: Can individual coaches override organization touchpoint settings?
A: Coaches can only exceed the organization minimum, never go below it. If organization sets 3 touches/week, coaches can do 4+ but not 2.
Q: What happens if I don't add a consultation link?
A: Clients won't have a booking option in their mobile app. They'll need to book through other communication channels.
Q: Can I have different notification settings for different clients?
A: Notification settings apply to your entire account, but you can customize touchpoints and autonomy per client.
Q: Will changing my time zone affect scheduled messages?
A: Yes, update time zone carefully as it affects when notifications reach clients. Existing scheduled messages may need adjustment.
Q: How do I know if my organization logo uploaded correctly?
A: Generate a test client report or contract to preview how your logo appears on branded documents.
Q: Can I turn off touchpoints completely?
A: Yes, touchpoints are optional. Disable at organization level or individually per client as needed.
Q: What's the difference between Light and Dark mode?
A: Visual preference only - doesn't affect functionality. Choose based on comfort and lighting conditions.