This article provides an overview of CoachRx to go along with the walkthrough video. Whether you're new to CoachRx or a seasoned user, this document will guide you through the platform's capabilities and highlight best practices for optimizing your coaching business.
Settings
The Settings section allows you to customize and configure various aspects of your CoachRx account. These settings are available for your account and any other coaches within your organization.
Profile
Under the "Profile" tab, personalize your coach profile by uploading an image, providing your first and last name, email address, and time zone. You can also change your password if needed.
Consultation Link
Enter your consultation booking link in this section. This link displays in your clients' app, enabling them to book consultations with you. Leaving this field empty results in no booking option for your clients. Compatible with Google Meet, Calendly, Acuity, and other scheduling services.
Plan & Billing
Manage your subscriptions, upgrade or downgrade based on client tiers, view previous and upcoming bills, and cancel your subscription directly from the platform if needed. Contact support for any billing assistance.
Organization Settings
Enter your business name and website. Upload your organization's logo, which displays on your storefront page, contracts, waivers, and custom client reports. Customize the contract and waiver footer with desired information.
Touchpoints per Client: Set a goal for the number of interactions between coaches and clients. Touchpoints include comments, direct messages, consultations, and emoji reactions. This goal applies to all coaches within your organization as a minimum requirement, though individual coaches can set higher personal goals.
Notifications
Configure your personal notification settings including:
Push notifications or email preferences for client workout completions and comments
Notification sounds (pop, barbell drop, sliding weight, or custom options)
Working hours to control when emails are sent
Time restrictions for notifications
Client Settings
Exercise Due Notifications: Set how many days in advance you want to be notified that clients have workouts due.
Client Workout Visibility: Control how many days in advance clients can see their workouts, or limit them to current week only (Monday-Sunday). When set to current week only, clients cannot see next week's workouts until the new week begins.
Individual Touchpoint Management: Enable touchpoints for yourself and customize touchpoints per client. Some clients may not need touchpoint tracking if they've purchased programs requiring minimal interaction.
Client Autonomy: Enable clients to move their own workout dates when life gets busy. Changes automatically reflect in your client calendar.
Import Clients
Bulk import clients using a simple CSV upload process. Download a blank CSV template or export directly from TrueCoach. Complimentary transition assistance is available depending on your current platform - we may be able to help with bulk importing clients, exercise history, and programs.
Integrations
View available integrations including:
Stripe for payment collection through the platform
Loom for video messaging
TrueMed partner integration for HSA/FSA reimbursement options
Additional Settings Menu Options
Product Roadmap
View current development projects, planned features, and items under consideration. Submit feature requests that are reviewed regularly for platform updates.
Display Preferences
Switch between light mode and dark mode for your preferred interface appearance.
Educational Resources
Access free templates, classes, and educational materials available to all CoachRx users.
Referral Program
Copy your unique referral URL to earn up to $75 for each coach who signs up using your link. Referral bonuses vary based on the referred coach's subscription tier.
Help Center
Access help center articles, demo videos, and additional support resources for learning platform features.
Index
The Index stores all account-wide information accessible by all coaches in your organization.
Exercise Library
Access over 2,000 pre-loaded demo videos, plus add your own exercises with Vimeo or YouTube URLs.
Warmups and Cool Down Sets
Create commonly used warmup and cool-down flows for your clients. This library starts blank and is populated with your custom routines.
Metric Groups (FME Sets)
Use pre-populated metrics or create custom metric groups by naming them, providing descriptions, and adding specific metrics with units of measurement. Assign metric groups to clients for tracking.
Lifestyle Types
Create and manage different lifestyle prescriptions. Choose categories, provide instructions, select tracking methods (quality scale, count, time, yes/no, time of day), and preview how they appear in the client mobile app.
Programs
Access over 65 program templates available for download, or create your own programs to assign to multiple clients. Same functionality as the main Programs navigation.
Weekly Check-in Templates
Create custom weekly check-in templates for client progress tracking.
Intake Forms
Create your default intake form for new client onboarding.
Documents
Upload educational documents viewable by all clients in your organization through the mobile app.
Dashboard
Your dashboard serves as your command center, providing valuable insights into client priorities and coaching needs.
Needs Attention Section
View clients requiring immediate attention based on:
Exercise due, lifestyle due, consultation overdue
Missed workouts or lifestyle prescriptions (2+ in a row)
Low compliance rates (under 50%)
Features:
Expand client details to see recent activity and overall compliance
Message clients directly
Snooze clients to prioritize daily focus
Access client calendars directly
Adjust coaching services through three-dot menu (turn off lifestyle or consultation notifications for clients who don't receive those services)
My Tasks (Right Side)
Create and manage tasks with due dates, tied to specific clients. Automated tasks also populate here for:
Contract signatures needed
Failed payments or expired cards
Subscription expirations
Account acceptance pending
Touchpoints Section
Track communication frequency with each client. Green ring with checkmark indicates touchpoint goal met for the week. Adjust touchpoint goals in settings (defaults to one per week per client). Resets weekly on Monday.
Activity Feed
View recent client activity including exercise completions, lifestyle prescriptions, and weekly check-ins.
See client results as recorded
Add comments and notes (notes are private, not visible to clients)
Insert emoji reactions and attachments
Record Loom videos for coaching feedback
Same options available for lifestyle and weekly check-in activities
My Stats (Right Side)
View scrolling statistics including:
Exercise compliance percentage
Lifestyle compliance percentage
Total client count
Overall running compliance percentage
Client Management
Adding Clients
Click "Add Client" and enter:
First name, last name, email address
Adjust coaching services (exercise, lifestyle, consultations)
Enable touchpoints and client autonomy
Set unit preference, sex, and time zone (critical for message timing)
Configure commission rates if applicable
Clients receive welcome emails with setup instructions and your intake form.
Client Organization
Tags: Create and manage tags for filtering clients by training days (Monday, Wednesday, Friday), client types, or programs. Access through "Manage Tags" to edit existing or create new categories.
Filtering Options: Sort client list by name, exercise compliance, to-do items, or lifestyle compliance.
Coaches Page
View organization-wide data across all coaches including total clients, overall compliance, consultation rates, and touchpoint percentages.
Adding Coaches: Add unlimited coaches (doesn't affect pricing - based on total client count). Enter first name, last name, and email. For existing CoachRx users, contact support for account merging.
Roles:
Coach: View only assigned clients
Admin: View other coaches' clients and update programming
Super Admin: Access to Business Suite and full organizational control
Business Suite
Manage the business side of your coaching practice. Requires Stripe connection for payment collection.
Payments
Set up products, subscriptions, recurring payments, and one-time charges.
Metrics & Reporting
View revenue insights, subscription data, and invoice management.
Payroll
Run payroll reports for coaches receiving commission, with checks and balances for monthly payments.
Contracts & Waivers
Create templates and send to clients, storing signed documents in the platform.
Storefronts
Create organization or coach storefronts to sell services and programs with unique URLs for sharing.
Customers
Search and manage all customers, view subscription status and Stripe connections.
Client Calendar & Program Design
Calendar Navigation
Left Sidebar Features:
Client metrics (total completed sessions, current streak)
Exercise and lifestyle due dates
Direct messaging
Assessment results and metrics tracking
Consultation setup (weekly check-ins, initial and monthly consultations)
Goals section (client and coach can update)
Planning and periodization (long-term planning)
Notes and documents (client-specific uploads)
Training schedule management
Priorities (auto-populate from assessments)
Equipment list management
Profile editing and visibility settings
Shortcut keys reference
Top Navigation:
Month/day filtering for calendar views
Exercise and lifestyle calendar toggle
Search functionality for exercise history
Settings for daily plan tags and calendar views
Export feature for custom client reports (text or PDF)
RxBot AI integration for program generation
RxBot AI Program Design
Select training days
Build one week at a time for better progression
Fill out intent for both strength and energy systems (mark as "none" if not using)
Add specific prompts for training focus
Include additional context as needed
Generate program and review results
Ask follow-up questions or request edits
Assign program to calendar when satisfied
Manual Workout Creation
Adding Workouts:
Click dumbbell icon, add workout title
Use Loom integration for video coach notes
Create warmups or pull from warmup library
Add Exercise: Single movements with demo videos, tempo, reps, sets, rest
Create supersets using arrow icon between exercises
Add Mixed Modal: Multiple movements requiring multiple demo videos
Add cool-downs from library or create custom
Drag and drop exercises between days
Lifestyle Calendar
Prescribe lifestyle habits like water intake, steps, macro counting:
Choose lifestyle type and set targets
Create ranges or minimum goals
Set reminders and recurring prescriptions
Apply to multiple weeks as needed
Program Templates
Access 65+ downloadable program templates or create custom programs.
Program Types
Standard Program: Not tied to calendar dates, clients start on "Day 1" regardless of enrollment date. Best for fixed-duration programs (12-week challenges).
Live Program: Tied to calendar dates, all clients see current day's workout. Best for "workout of the day" style programming.
Program Creation Process
Click "Add Program" and select type
Enable "Sync Program Changes" (recommended) - automatically updates assigned client calendars when you edit the program template
Build workouts using same interface as client calendar
Assign to clients with chosen start date
Manage assignments and edit program settings
Configure client permissions (commenting, messaging, video uploads)
Set workout visibility (past and future viewing limits)
Create program sales page with unique URL for direct sales
Program Sales Pages
Add program information, coach bio, social media links, and trial period options. Make public to generate shareable URL for marketing and sales.