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
Personal information - Name, birthday, contact details, and time zone
Body measurements - Height, weight, and unit preferences
Profile completion - Photo, sex, and body stats
Training schedule - Days and times you'll work out
Equipment list - Available training equipment at your locations
Key features - Metrics, progress photos, documents, and booking
Initial Onboarding Flow
Step 1: Start Your Account Setup
Sign into your CoachRx account for the first time
You'll be prompted to complete a quick onboarding flow
Click "Start" to begin the setup process
Step 2: Enter Personal Information
Update your name - First and last name
Confirm birthday - Enter your date of birth
Verify email address - Ensure your email is correct
Add phone number - Provide contact number for notifications
Step 3: Set Your Time Zone
Select your time zone from the dropdown
This is critical - Time zone affects:
Push notification timing
Prescription delivery accuracy
Scheduled workout reminders
Ensure you select the correct time zone for your location
Step 4: Choose Unit Preferences
Select your preferred measurement system:
Metric (kilograms, centimeters)
Imperial (pounds, feet/inches)
This determines how measurements display throughout the app
Step 5: Enter Body Measurements
Height - Enter your current height
Weight - Enter your current weight
Click "Complete" to finish onboarding
You're now ready to start using CoachRx!
Completing Your Profile
Navigate to Your Homepage
After onboarding, you'll land on your homepage
This is where your daily prescriptions appear
Green ring around your avatar indicates incomplete profile
Complete your profile to close the ring
Access Profile Settings
Tap the Profile button in the bottom right navigation
Tap the gear icon in the top right for settings
Update notification preferences and password here
Return to main profile view
Edit Your Profile
Tap the pencil icon in the upper right
Add profile picture - Upload a photo
Confirm sex - Select male or female
Update name, phone number, and emergency contact if needed
Update body stats - Keep weight and measurements current
Save changes
Setting Up Profile Sections
Explore Insights Section
Located at the top of your profile:
Streaks - Track consecutive days of completed prescriptions
RXs completed - Total workouts and lifestyle habits completed
Compliance tracking - Exercise and lifestyle adherence percentages
Updates automatically as you complete daily prescriptions
Set Up Metrics Tracking
Tap "Metrics" in your profile
Categories include:
Body metrics (weight, measurements)
Resistance training metrics
Energy system metrics
Custom metrics from your coach
Update metrics anytime - You can add data even before coach prescribes tracking
Add Progress Pictures
Tap "Progress Pictures" section
Click "Upload Progress Photos" button
Upload three photos:
Front view
Rear view
Side view
Track visual progress over time
Complete Your Intake Form
Navigate to "Intake Form" section
Fill out the form assigned by your coach
Provides your coach with essential background information
Complete thoroughly for best coaching experience
Update Equipment List
Go to "Equipment List" section
Click "Add Equipment" in top right
Add multiple locations if you train in different places (home gym, commercial gym, travel)
Specify equipment available at each location:
Delete items you don't have
Add items from the pre-loaded list
Specify weight ranges for dumbbells, kettlebells, etc.
Save each equipment list
Why this matters: Your coach designs workouts based on your available equipment.
Set Your Training Schedule
Tap "Training Schedule" section
Mark training days - Select which days of the week you'll work out
Set time of day - Choose AM or PM for each training day
Changes sync to your coach's calendar automatically
Update when schedule changes - Keep your coach informed
Understanding Additional Features
Access Shared Documents
Navigate to "Documents" section
View important documents from your coach or organization:
How to read workouts
Grocery shopping lists
Program guidelines
Educational resources
Tap any document to view or download
Book Consultations
Go to "Booking" section
Book consultations and meetings with your coach
Links directly to your coach's calendar (if enabled)
Shows date of your last consultation
Manage Subscriptions
Tap "Subscriptions" section
View active subscriptions and payment details
Update credit card information as needed
Review billing history
Best Practices
Profile Maintenance
Update body stats regularly - Helps coach track progress and adjust programming
Keep equipment list current - Ensures workouts match available gear
Maintain training schedule - Notify coach of any changes
Upload progress pictures monthly - Visual tracking supplements data
Getting the Most from CoachRx
Complete intake form thoroughly - Provides coach with essential information
Check homepage daily - Review and complete daily prescriptions
Track metrics consistently - Regular data helps coach optimize programming
Communicate schedule changes - Keep coach informed about availability
Technical Tips
Verify time zone - Double-check for accurate notifications
Enable notifications - Stay updated on new workouts and messages
Update app regularly - Ensure you have latest features and fixes
Connect health devices - Sync wearables for automated tracking (if available)
FAQ
Q: Why is there a green ring around my profile picture?
A: This indicates your profile is incomplete. Add a profile picture and confirm your sex to close the ring and complete your profile.
Q: Can I change my unit preferences after onboarding?
A: Yes, you can update unit preferences in your profile settings at any time.
Q: What if I train at multiple locations?
A: You can add multiple equipment lists for different training locations (home, gym, travel). This helps your coach design appropriate workouts for each location.
Q: What happens if my training schedule changes?
A: Update your training schedule in the app immediately and notify your coach. This ensures your workouts are scheduled appropriately.
Q: Do I need to fill out the intake form right away?
A: Yes, complete the intake form as soon as possible. It provides your coach with essential information needed to design your program effectively.
Q: Where do I find help if I have questions?
A: Access the Help Center from your profile section, or reach out directly to your coach for assistance.
Getting Additional Help
Need support during setup?
Visit Help Center - Located in your profile section
Contact your coach - Message through the app
Review this guide - Refer back to specific setup steps as needed
Welcome to CoachRx! You're now ready to start your coaching journey.