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Transferring Clients within CoachRx

Learn more about how to transfer clients within CoachRx

Updated over a week ago

Whether you need to transfer clients to another coach within CoachRx or to your organization owner's account, follow the simple steps below.

Head over to the Coaches section:

  1. Select the Coach

  2. Click the 3 dots to the right of the client

  3. Click transfer client

  4. Input the new coaches email and transfer

*If the coach is deleted all together prior to the clients being transferred, all clients will go to the organization owner’s account and the clients can be transferred from that account.

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