CoachRx Onboarding
Learn more about onboarding with CoachRx today
10 articles
CoachRx Client OnboardingThe CoachRx client onboarding checklist - what your client needs to complete on the mobile app after you invite them, including downloading the app, accepting the invitation, completing their intake,…
How to Export Your Client List as a CSVExport your client roster as a CSV file from the Clients page or Business Suite Customers page. Includes client profile data, contact info, tags, session counts, and billing fields for…
Setting Up Your Coach ProfileHow to set up your Coach Profile in CoachRx, including the live banner preview, completion ring, bio, and organization branding. Includes what your clients see in the mobile app.
CoachRx GuideDownload our guide to read more about how to use CoachRx features and more and get familiar .
Managing your client profileManage your CoachRx client profile including personal information, training preferences, autonomy levels, notifications, and integrations with wearables.
How To Add ClientsAdd new clients to your CoachRx roster, send the client invite email, and walk a client through accepting the invite and downloading the mobile app for the first time.
How do I resend a client invite?Resend a client invitation email in CoachRx when the client never received the first invite, the link expired, or the invite landed in spam. Includes troubleshooting steps for invite delivery…
Coach AppUse the CoachRx Coach mobile app to message clients, review workouts, record video feedback, and manage your roster on the go. Available on iOS and Android.
Managing your coach profile (moved)This article has moved. See the updated Setting Up Your Coach Profile guide for the latest workflow.
Importing ClientsBulk-invite clients into CoachRx with the CSV importer in the Add Client menu. Map your headers, fix validation errors inline, and CoachRx emails invitations when your import finishes.