Get started with CoachRx by completing your profile setup and exploring essential features. This quick onboarding guide walks you through the initial setup process and key sections of your client app.
What You'll Set Up
For Coaches:
Personalized welcome message - Custom greeting for new clients
Client information - Name, birthday, contact details, and time zone
First workout preview - Optional first session for onboarding display
For Clients:
Account creation - Password setup and app download
Personal information - Profile completion and preferences
Training schedule - Days and times for workouts
Equipment list - Available training equipment
Key features - Metrics, progress photos, and documents
Coach Setup: Personalizing Client Onboarding
Step 1: Customize Onboarding Message
Navigate to Settings from the top navigation
Go to Client Settings
Select "Client Onboarding"
Update the welcome message text you want new clients to see
Save changes
Message appears:
During client's app onboarding flow
On the app download instruction screen
Creates personalized first impression
Message Best Practices:
Welcome clients warmly and professionally
Set expectations for the coaching relationship
Include encouragement and motivation
Keep concise (2-3 sentences recommended)
Review and update periodically
Step 2: Add Your Client
Go to Clients → "Add Client"
Enter required information:
First name, last name, email address
Configure coaching services (exercise, lifestyle, consultations)
Enable touchpoints and client autonomy if desired
Set time zone, unit preferences, and commission (if applicable)
Click "Add Client"
System automatically sends invite email
Step 3: Design First Training Session (Optional)
Enhance onboarding with workout preview:
Navigate to newly added client's calendar
Design their first training session
Schedule it for their next training day
Client sees preview during onboarding process
Why include first workout:
Shows clients what to expect
Demonstrates your coaching style
Builds excitement for starting
Provides concrete next steps
Client Onboarding Experience
Client Receives Invite Email
CoachRx sends automated welcome email to client's address
Email includes:
Welcome to CoachRx message
Account setup link
Instructions to get started
Client clicks link to begin setup
Client Sets Password
Client clicks invite link from email
Create password for CoachRx account
Password requirements displayed
Confirms password creation
Client Downloads App
Client directed to app download screen
Your custom welcome message appears on this screen
First training session preview displays (if you created one)
Links to download:
iOS App Store
Google Play Store
Client downloads and installs CoachRx mobile app
Initial Client Setup Flow
Start Account Setup
Client opens CoachRx app for the first time
Prompted to complete quick onboarding flow
Taps "Start" to begin setup process
Enter Personal Information
Update name - First and last name
Confirm birthday - Enter date of birth
Verify email address - Ensure email is correct
Set Time Zone
Select time zone from dropdown
Critical importance:
Affects push notification timing
Determines prescription delivery accuracy
Controls scheduled workout reminders
Ensure correct time zone for location
Choose Unit Preferences
Select measurement system:
Metric (kilograms, centimeters)
Imperial (pounds, feet/inches)
Determines how measurements display throughout app
Enter Body Measurements
Height - Enter current height
Weight - Enter current weight
Tap "Complete" to finish onboarding
Client is now ready to use CoachRx!
Completing Client Profile
Navigate to Homepage
After onboarding, client lands on homepage
Daily prescriptions will appear here
Green ring around avatar indicates incomplete profile
Complete profile to close the ring
Access Profile Settings
Tap Profile button in bottom right navigation
Tap gear icon in top right for settings
Update notification preferences and password
Return to main profile view
Edit Profile
Tap pencil icon in upper right
Add profile picture - Upload a photo
Confirm sex - Select male or female
Update name, phone number, emergency contact
Update body stats - Keep weight and measurements current
Save changes
Setting Up Profile Sections
Explore Insights Section
Located at top of profile:
Streaks - Track consecutive days
RXs completed - Total workouts and habits
Compliance tracking - Exercise and lifestyle percentages
Updates automatically with completed prescriptions
Metrics Tracking
Tap "Metrics" in profile
Categories include:
Body metrics
Resistance training metrics
Energy system metrics
Custom metrics from coach
Update metrics anytime
Progress Pictures
Tap "Progress Pictures" section
Click "Upload Progress Photos"
Upload three photos: front, rear, side views
Track visual progress over time
Complete Intake Form
Navigate to "Intake Form" section
Fill out form assigned by coach
Provides essential background information
Complete thoroughly for best experience
Update Equipment List
Go to "Equipment List" section
Click "Add Equipment" in top right
Add multiple locations (home gym, commercial gym, travel)
Specify equipment at each location
Save each list
Why this matters: Coach designs workouts based on available equipment.
Set Training Schedule
Tap "Training Schedule" section
Mark training days - Select days of week
Set time of day - Choose AM or PM
Changes sync to coach's calendar automatically
Update when schedule changes
Understanding Additional Features
Access Shared Documents
Navigate to "Documents" section
View documents from coach or organization:
How to read workouts
Grocery shopping lists
Program guidelines
Educational resources
Tap to view or download
Book Consultations
Go to "Booking" section
Book consultations and meetings with coach
Links directly to coach's calendar (if enabled)
Shows date of last consultation
Manage Subscriptions
Tap "Subscriptions" section
View active subscriptions and payment details
Update credit card information as needed
Review billing history
Best Practices for Coaches
Optimizing Client Onboarding
Craft welcoming message - Make first impression count
Design first workout - Show clients what to expect
Follow up quickly - Contact clients within 24 hours of signup
Verify setup completion - Ensure clients completed profile
Schedule initial consultation - Set foundation for relationship
Communication Strategy
Set expectations early - Explain how CoachRx works
Provide support - Be available for technical questions
Encourage completion - Remind clients to finish profile setup
Check equipment list - Verify accuracy before programming
Confirm schedule - Ensure training days are correct
Best Practices for Clients
Profile Maintenance
Update body stats regularly - Weekly or bi-weekly weight updates
Keep equipment list current - Update when equipment changes
Maintain training schedule - Notify coach of changes
Upload progress pictures monthly - Visual tracking
Getting the Most from CoachRx
Complete intake form thoroughly - Provides essential information
Check homepage daily - Review and complete prescriptions
Track metrics consistently - Regular data helps optimization
Communicate schedule changes - Keep coach informed
Technical Tips
Verify time zone - Double-check for accurate notifications
Enable notifications - Stay updated on workouts and messages
Update app regularly - Ensure latest features and fixes
Connect health devices - Sync wearables for automated tracking
FAQ
Q: Can I change my welcome message after clients have signed up?
A: Yes, update your message anytime in Settings → Client Settings → Client Onboarding. Changes apply to new clients moving forward, not existing clients who already completed onboarding.
Q: What if I don't design a first workout?
A: Clients still complete onboarding successfully. The workout preview is optional but recommended for better first impressions.
Q: Why is there a green ring around the client's profile picture?
A: This indicates incomplete profile. Add profile picture and confirm sex to close the ring and complete profile.
Q: Can clients change unit preferences after onboarding?
A: Yes, clients can update unit preferences in profile settings at any time.
Q: What if a client trains at multiple locations?
A: Clients can add multiple equipment lists for different training locations (home, gym, travel).
Q: What happens if training schedule changes?
A: Clients should update training schedule in app immediately and notify coach.
Q: Do clients need to fill out intake form right away?
A: Yes, complete as soon as possible. Provides coach with essential information for program design.
Getting Additional Help
For Coaches:
Settings customization assistance
Client onboarding optimization
Technical support for setup issues
For Clients:
Visit Help Center in profile section
Contact coach directly through app
Refer back to this guide for specific steps
Welcome to CoachRx! You're now ready to start your coaching journey.