Skip to main content

CoachRx Index

Navigate the CoachRx Index to view your full client roster, filter by tag, status, or last activity, sort clients, and jump into individual client profiles quickly.

Updated this week

Access your organization's central library of exercises, templates, programs, and resources. The Index serves as the hub for all shared content across your coaching team, ensuring consistency and efficiency in program design.

The Index is your organization's centralized resource library where all coaches can access, create, and share exercises, warm-ups, cool downs, conditioning pieces, programs, forms, and documents. Content created in the Index is available to everyone in your organization.

Key Benefits & Features

  • Organization-wide access - All content visible to every coach in your organization

  • Shared exercise library - Searchable database of movements with demo videos

  • Template creation - Build reusable warm-ups, cool downs, and conditioning flows

  • Metric tracking - Create groups of exercises and measurements to monitor over time

  • Program library - Store and download program templates

  • Form templates - Standardize intake forms, check-ins, and consultations

  • Document sharing - Upload resources visible to coaches and clients

  • Creator visibility - See which coach added each resource

  • Efficiency at scale - Build once, use across entire organization

Accessing the Index

Navigate to Index

  • Look for "Index" in the top navigation bar

  • Click to open Index interface

  • All library categories display in sidebar

Index is always accessible from any screen in CoachRx for quick reference during programming.

Organization-Wide Sharing

How Shared Content Works

Universal Access:

  • Any exercise added by any coach is available to all coaches

  • Any template created appears in everyone's library

  • Any document uploaded is visible organization-wide

  • Client access - Documents also visible to all clients in mobile app

Exercise Library

What's in the Exercise Library

Content includes:

  • CoachRx exercise database - Pre-loaded professional exercises

  • Custom exercises - Organization-specific movements

  • Demo videos - Visual instructions for proper execution

  • Exercise details - Descriptions, cues, variations

  • Creator attribution - See which coach added each exercise

Using the Exercise Library

Access Exercise Library

  1. Open Index from top navigation

  2. Click "Exercise Library"

  3. Browse or search for movements

Search Exercises

  1. Use search bar to find specific exercises

  2. Filter by:

    • Movement pattern (squat, hinge, push, pull)

    • Equipment type

    • Muscle group

    • Exercise name

  3. Results display with demo videos

Add New Exercise

  1. Click "Add Exercise" button

  2. Enter exercise details:

    • Exercise name

    • Movement pattern

    • Equipment required

    • Description and coaching cues

  3. Upload or link demo video:

    • YouTube URL

    • Vimeo URL

    • Direct video upload

  4. Click "Save"

  5. Exercise available to all coaches immediately

View Exercise Creator

  • Each exercise shows which coach added it

  • Helps identify who to ask for exercise details

  • Promotes accountability for quality content

Warm-Up Library

What are Warm-Up Templates?

Reusable warm-up flows that can be assigned to any client program. Create organization-standard warm-ups or specialized sequences for different training goals.

Creating Warm-Up Templates

Access Warm-Up Library

  1. Open Index → "Warm-Ups"

  2. View existing warm-up templates

  3. See creator for each template

Create New Warm-Up

  1. Click "Add Warm-Up" button

  2. Name warm-up template:

    • Example: "General Warm-Up Flow"

    • Example: "Lower Body Prep"

    • Example: "Shoulder Mobility Sequence"

  3. Build warm-up sequence:

    • Add movements from exercise library

    • Set reps, time, or distances

    • Arrange exercises in order

  4. Click "Save Template"

Use in Programming

  1. Access client calendar

  2. Add warm-up to workout

  3. Select from warm-up library

  4. Warm-up populates with all exercises

  5. Edit for specific client if needed

Templates available to all coaches for consistent programming.

Cool Down Library

What are Cool Down Templates?

Reusable cool down sequences for post-workout recovery, stretching, and mobility work.

Creating Cool Down Templates

Access Cool Down Library

  1. Open Index → "Cool Downs"

  2. View existing cool down templates

  3. See which coach created each

Create New Cool Down

  1. Click "Add Cool Down" button

  2. Name cool down template:

    • Example: "Static Stretch Routine"

    • Example: "Foam Roll Protocol"

    • Example: "Breathing and Recovery"

  3. Build cool down sequence:

    • Add stretches, mobility work, recovery exercises

    • Set hold times or durations

    • Organize in logical flow

  4. Click "Save Template"

Assign to Workouts

  1. Open workout builder

  2. Add cool down section

  3. Select template from library

  4. Automatically populates in workout

  5. Modify for individual client needs

Conditioning Library

What is the Conditioning Library?

Storage for commonly programmed conditioning pieces including circuits, AMRAPs, EMOMs, intervals, aerobic work, and anaerobic conditioning.

Creating Conditioning Templates

Access Conditioning Library

  1. Open Index → "Conditioning Library"

  2. Browse existing conditioning pieces

  3. View templates by name, format, and description

Create Conditioning Template

  1. Click "Create New"

  2. Enter conditioning details:

    • Name - "Fran", "Aerobic Base 30", "Sprint Intervals"

    • Format - "21-15-9", "30 min steady state", "10x100m"

    • Description - "Thruster / Pull-Ups", "Row at 70% effort"

  3. Add demo videos for movements

  4. Click "Save"

Use in Programming

  1. Open workout builder

  2. Add conditioning block

  3. Type conditioning name or browse library

  4. Select template

  5. Inserts into workout with all details

View Conditioning History

  • Search for specific conditioning pieces

  • View all client performances

  • Track benchmark progress over time

  • Analyze format-based trends

For detailed conditioning library guidance, see Conditioning Library article.

Metric Groups

What are Metric Groups?

Collections of exercises or measurements tracked consistently over time to monitor client progress and identify trends.

Creating Metric Groups

Access Metric Groups

  1. Open Index → "Metric Groups"

  2. View existing groups

  3. See pre-built CoachRx metrics

Create Custom Metric Group

  1. Click "Create Metric Group"

  2. Name group:

    • "Body Composition Tracking"

    • "1RM Strength Standards"

    • "Pull Pattern Assessment"

  3. Add metrics to track:

    • Body weight, body fat percentage

    • Specific lifts (back squat, deadlift, bench press)

    • Measurements (chest, waist, hips)

    • Performance tests (max pull-ups, plank hold)

  4. Click "Save"

Assign to Clients

  1. Navigate to client calendar

  2. Access Fitness Monitoring section

  3. Select metric groups to track

  4. Schedule regular testing intervals

  5. Track progress over time

Lifestyle Prescriptions

Creating Custom Lifestyle Types

Build organization-specific lifestyle prescriptions beyond the default options.

Access Lifestyle Prescriptions

  1. Open Index → "Lifestyle Prescriptions"

  2. View existing lifestyle types

Create New Lifestyle Type

  1. Click "Create Lifestyle Type"

  2. Name lifestyle prescription:

    • "Supplement Protocol"

    • "Meditation Practice"

    • "Reading Habit"

  3. Set tracking method:

    • Quality rating (1-10)

    • Count (number of occurrences)

    • Time (minutes/hours)

    • Yes/No (completion)

  4. Configure recurrence options

  5. Click "Save"

Programs

Program Template Library

Access Programs

  1. Open Index → "Programs"

  2. Same interface as Programs tab in main navigation

  3. View all program templates

Create Program Templates

  1. Click "Create Program"

  2. Build standard or live programs

  3. Save as reusable templates

  4. Download program templates for sharing

Use Templates

  • Assign programs to multiple clients

  • Duplicate and modify for variations

  • Share with other coaches in organization

  • Export for external use

Forms

Form Template Library

Create standardized templates for client communication and documentation.

Available Form Types:

  • Weekly check-in templates - Recurring client questionnaires

  • Intake forms - New client onboarding

  • Consultation templates - Initial, monthly, and custom consultations

Access Forms

  1. Open Index → "Forms"

  2. View template categories

  3. Browse existing templates

Create Form Templates

Weekly Check-in Templates:

  1. Click "Weekly Check-in Templates"

  2. Create questions with various answer types

  3. Save for recurring use

Intake Form Templates:

  1. Access "Intake Forms"

  2. Customize onboarding questions

  3. Standardize client information gathering

Consultation Templates:

  1. Select "Consultation Templates"

  2. Create structures for initial, monthly consultations

  3. Build consistent documentation frameworks

Edit Existing Forms

  1. Select any template

  2. Click "Edit"

  3. Modify questions, structure, or content

  4. Save changes

  5. Updates apply to future uses only

For detailed form creation, see Consultations article.

Documents

Organization Document Library

Upload and share resources accessible to both coaches and clients.

Access Documents

  1. Open Index → "Documents"

  2. View uploaded documents

  3. See file names and upload dates

Upload Documents

  1. Click "Upload Document"

  2. Select file from computer

  3. Supported file types:

    • PDF

    • Word documents

    • Images

    • Spreadsheets

  4. Add document name and description

  5. Click "Upload"

Document Visibility

Coach Access:

  • All coaches in organization see all documents

  • Use for:

    • Training protocols

    • Programming guides

    • Internal procedures

    • Coach education materials

Client Access:

  • All clients in organization see documents in mobile app

  • Clients access via Documents section in profile

  • Use for:

    • How to read workouts

    • Exercise technique guides

    • Nutrition guidelines

    • Grocery shopping lists

    • Program FAQs

    • Organization policies

Important: Only upload documents appropriate for all clients to see, since document visibility is organization-wide.

Manage Documents

  1. Click document to view details

  2. Download for reference

  3. Delete outdated documents

  4. Update as needed

Best Practices

Library Management

  • Name clearly - Use descriptive, searchable names for all content

  • Add details - Include thorough descriptions and coaching cues

  • Attach videos - Demo videos improve exercise execution

  • Organize regularly - Remove outdated or unused content

  • Maintain quality - Review and update templates periodically

Team Collaboration

  • Communicate additions - Notify team when adding valuable resources

  • Standardize naming - Create organization conventions for consistency

  • Share expertise - Add exercises and templates from individual specialties

  • Review contributions - Ensure quality across all team additions

  • Build together - Collaborative library benefits entire organization

Content Strategy

  • Start with essentials - Build core exercise library first

  • Expand gradually - Add conditioning and templates over time

  • Avoid duplication - Search before adding new exercises

  • Version control - Create new templates rather than overwriting

  • Document purpose - Include notes on when/how to use templates

Client-Facing Documents

  • Professional quality - Only upload polished, finished documents

  • Clear instructions - Ensure documents are self-explanatory

  • Update regularly - Keep information current and accurate

  • Consider privacy - Remember all clients see all documents

  • Organize logically - Use clear file names for easy finding

FAQ

Q: Can I delete exercises or templates added by other coaches?

A: Organization Admins and Owners can delete any content. Regular coaches can only delete content they created. Check with organization leadership before removing shared resources.

Q: Do clients see all documents I upload to the Index?

A: Yes, all documents uploaded to Index are visible to all clients in your organization through their mobile app. Only upload client-appropriate content.

Q: Can I create private templates only I can see?

A: No, all Index content is organization-wide. For coach-specific content, save in your personal files outside CoachRx.

Q: How do I know who created an exercise or template?

A: The creator's name displays next to each item in the Index libraries.

Q: Can I edit warm-ups, cool downs, or conditioning after assigning to clients?

A: Editing the template in Index doesn't change workouts already assigned. Only future uses of the template reflect changes.

Q: What's the difference between Programs in Index vs. main navigation?

A: They're the same - Index provides another access point to the program library for convenience during workout building.

Q: Can I restrict certain coaches from accessing parts of the Index?

A: No, all coaches in an organization have full Index access. This ensures consistency and collaboration across the team.

Related Articles
Client Calendar
Language Availability for CoachRx
CoachRx Platform Walkthrough
CoachRx Client Onboarding
Conditioning Library
Did this answer your question?