Managing your coach profile

Learn more about managing your coach profile in CoachRx.

Updated over a week ago

In the world of coaching, effective management of your coach account is crucial for providing a seamless experience to your clients. The Coach Profile Tab within the CoachRx platform serves as a centralized hub where coaches can conveniently control various aspects of their account. From personal information to customization options, this article will guide you through the essential features and functionalities available in the Coach Profile Tab.

Managing Your Personal Information:

Upon accessing the Coach Profile Tab, coaches will find a range of settings that can be tailored to their individual preferences. Starting with the basics, coaches can modify their profile name, first name, last name, email address, and time zone. Additionally, they have the option to update their password for enhanced security.

Consultation Booking Link:

One of the key elements in the Coach Profile Tab is the consultation booking link. This link serves as a direct pathway for clients to schedule consultations with their coach. By entering the consultation booking link, clients can effortlessly book appointments using the CoachRx iOS or Android app. It is important to note that leaving this field blank will disable the booking functionality, so coaches must ensure its proper configuration.

Managing Plan and Billing:

The Coach Profile Tab also provides coaches with the capability to update their plan and billing information. This feature allows coaches to conveniently adjust their subscription or payment details without navigating to different sections of the platform. By keeping this information up to date, coaches can ensure the smooth operation of their account.

Personalization and Customization:

To enhance the user experience, CoachRx offers various options for personalizing your account. In the Coach Profile Tab, coaches can customize their notifications to receive relevant alerts and updates. Moreover, coaches have the ability to modify client workout settings and visibility, ensuring that the platform caters to their specific coaching methodologies and preferences.

Integration and Client Management:

The Coach Profile Tab is not only limited to personal settings but also facilitates integration and client management. Coaches can connect their CoachRx account to external integrations, enabling them to streamline their workflow and access additional tools. Furthermore, coaches can import clients into their account, simplifying the process of managing client profiles and information.

Optimizing Calendar Display:

Within the Coach Profile Tab, coaches will notice an option to shorten texts specifically related to the calendar. This feature allows coaches to truncate text descriptions, saving valuable screen space and enhancing the overall usability of the calendar function.

Exploring Additional Features:

In addition to the aforementioned settings, the Coach Profile Tab offers a range of additional features. Coaches can navigate the product roadmap to stay informed about upcoming enhancements and feature requests from the CoachRx community. They can switch between light mode and dark mode to adapt the platform's appearance to their preference. Accessing the help center provides coaches with valuable resources and guidance. Lastly, new coaches can sign up directly from the Coach Profile Tab, streamlining the onboarding process.

The Coach Profile Tab is an essential component of managing a CoachRx coach account. Through this centralized hub, coaches can effortlessly control their personal information, configure consultation booking options, manage billing and plans, personalize notifications, customize client workouts, connect to integrations, optimize calendar display, and explore additional features. By leveraging the power of the Coach Profile Tab, coaches can streamline their coaching operations and deliver a seamless experience to their clients.

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