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CoachRx Coach Support

Read through our CoachRx Help Center to find answers to frequently asked questions! If you don’t find an answer to your question, please email us at coachrxsupport@opexfit.com.

102 articles

CoachRx Help Center

Migrating Clients to CoachRx with Bulk CSV Import (TrueCoach, Trainerize, Bridge)Switching from TrueCoach, Trainerize, Bridge Athletic, or another coaching platform? Use the new bulk CSV client import to invite all of your clients to CoachRx in one upload instead of…
CoachRx App Won't Open or Keeps Crashing: Troubleshooting StepsIf the CoachRx mobile app will not open, freezes on the login screen, or crashes during use, work through this checklist - force quit, update, reinstall, check version, and capture…
Adding Your First Clients: Simplified Add Client and Invite PreviewNew coaches on free trial see a simplified Add Client modal and can preview the exact invitation email a client will receive before sending. Learn how the simplified flow works…
Sign Up & Log In with Google (Continue with Google)Use "Continue with Google" to sign up or log in to CoachRx on the web in one click, pull your Google avatar into your profile, and accept client invitations using…
Updating a Client's Email Address in CoachRxHow to change a client's email address in CoachRx, including when to contact support, and what to know about email changes when payments are active.
Removing & Archiving Clients in CoachRxHow to archive or remove clients from your CoachRx roster, what happens to their data and app access when archived, and how to reactivate a previously archived client.
Intake Forms - Creating, Customizing & ManagingCreate and customize intake forms in CoachRx, send them to new clients, view completed responses, and manage your intake form templates.
Streaks - How They Work, Editing & TroubleshootingUnderstand how client streaks are calculated in CoachRx, how to edit or reset a client's streak, and how to troubleshoot common streak issues your clients may report.
Exporting Data from CoachRxHow to export workouts, client data, and business data from CoachRx.
Adding New Coaches to Your OrganizationHow to add new coaches to your CoachRx organization, transfer existing coaches, and what to expect during onboarding.
CoachRx Platform WalkthroughWelcome to CoachRx! Check out this comprehensive walkthrough.
Navigating Your CoachRx DashboardTour the CoachRx Dashboard including the Roster, Schedule, Messages, Notifications, and Touchpoints sections. Learn which widgets surface the most important coaching activity each day.
Using CoachRx for Group Fitness GymsUsing CoachRx's Live Program Feature for Group Fitness Gyms
Need Help? Contact us!How to reach CoachRx support for billing questions, bug reports, feature requests, and general help. Includes support hours and response time expectations.
CoachRx Referral ProgramLearn how the CoachRx referral program works, how to earn $50 per referral, and how to share your unique referral link.
Language Availability for CoachRxCoachRx is currently available in English only. Learn which languages are supported and how we're thinking about future language availability.
Client Visibility SettingsControl what your clients see in the CoachRx mobile app, including workout item names, movement videos, RPE targets, upcoming weeks, and program details. Set defaults at the org level or…
Coach Roles & PermissionsUnderstand the four coach roles in CoachRx and what each role can access.
Client PageWork inside an individual client page in CoachRx, including the Calendar, Progress, Notes, Messages, and Profile tabs. Use these tools to check-in, review compliance, and update programs.
Client WorkoutsHow does a client see their assigned workout in the CoachRx app?
How to Access Exercise History from Outside Platforms in CoachRxHow to view exercise history imported from outside platforms in CoachRx.
Assessment & MetricsLearn more on assessment & fitness monitoring in CoachRx.
Lifestyle PlanningWatch and learn more on lifestyle planning in CoachRx.
Notifications PageManage CoachRx notifications for client activity, message replies, missed workouts, and scheduled touchpoints. Filter and control which alerts reach you on desktop and mobile.
Transferring Clients Within CoachRxTransfer clients between coaches in your CoachRx organization, move clients to the organization owner's account, and understand what happens to client data during a transfer.
Custom Client ReportsHow to create and export custom client reports in CoachRx.
CoachRx Data Processing AddendumNeed the CoachRx Data Processing Addendum? Click here to access it!
Acronym LibraryA complete reference for the acronyms and abbreviations used across CoachRx programming, including training terms, exercise cues, and methodology shortcuts.
CoachRx App Crashing When Uploading Videos on Samsung DevicesUnderstand the error you are experiencing with your Samsung device & CoachRx
Macro CalculatorHow to use the CoachRx Macro Calculator to set client nutrition targets.
Client AutonomyHow to Enable Client Autonomy Features: Workout Rescheduling, Exercise Swapping, and In-App Workout Building & Editing
Lifestyle Trends & InsightsView and interpret your client lifestyle trends and insights in CoachRx.
Troubleshooting Lifestyle Data Sync DelaysUnderstand common causes of data sync delays between wearable devices and CoachRx. Learn how to identify sync issues and help clients optimize their device settings for more reliable data flow.
Enterprise PlanThe Enterprise Plan is designed for coaches who manage a large number of clients and need predictable pricing with fair, usage-based scaling.

Client Calendar

Learn more about your client calendar!

Updating/Managing Your Client ProfilesHow to update and manage your CoachRx client profiles, including editing personal details, goals, programs, training status, and autonomy settings.
Equipment Updating/ManagementLearn more on how to access your client's equipment list.
Client CalendarLearn all about your client calendar and how to create a workout.
Client PrioritiesLearn more on how to assign/remove client priorities.
ConsultationsBook, schedule, and run client consultations inside CoachRx. Learn how to track consult history, take notes during calls, and structure recurring check-ins with your roster.
Keyboard ShortcutsEfficiency is here. Learn more with shortcut keys!
Notes & DocumentsStore coaching notes and upload documents on each client profile. Track consult notes, assessment results, and file attachments so every client record stays in one place inside CoachRx.
Messaging in CoachRxSend and receive messages with your clients inside CoachRx. Learn about message threads, attachments, read receipts, scheduled messages, and mobile push notifications for every coaching conversation.
Training Schedule Updating/ManagementLearn more on how to use training scheduling in CoachRx.
Planning/PeriodizationWatch the short tutorial video below to familiarize yourself with the planning and periodizing section of CoachRx.
OPEX Body, Move, WorkWatch a video to learn how to take your clients through their initial assessment.
Client Reminders - Setup & ConfigurationSchedule personalized reminders and push notifications for your CoachRx clients, including setup steps, use cases, and how clients receive them in the mobile app.
Scheduled MessagesSchedule messages to your clients in CoachRx to send at a future date and time. Plan weekly check-ins, reminders, and program notes ahead of time.
Conditioning LibraryBrowse and use the CoachRx Conditioning Library to add conditioning work to your client programs.

Business Suite - Payments

Connecting to StripeHow to connect your Stripe Standard account to CoachRx. Covers creating a new Stripe account, linking an existing one, verifying your connection, and troubleshooting common Stripe connection issues.
Business Suite OverviewThe CoachRx Business Suite includes billing, subscriptions, Stripe integration, coupons, and the Storefront. Learn how to set up products, manage payments, and charge clients for coaching services.
Adding Payment Information For ClientsHow to add payment information for clients in CoachRx. Two methods: add payment details through Business Suite, or send an invoice so the client can enter their own payment method…
CoachRx StorefrontsEverything you need to know about CoachRx Storefronts - types, how they work with clients and programs, and purchase notifications.
Setting Up Your StorefrontStep-by-step guide to creating and configuring your CoachRx Storefront page.
Payroll & CommissionsHow to set up commissions, run payroll, and manage payroll data in CoachRx.
CoachRx Subscription Pricing, Tiers & Renewal FAQUnderstand CoachRx subscription tiers, how upgrades and downgrades work, annual vs. monthly billing, renewal pricing, and what happens when you exceed your plan's client count.
Canceling Your CoachRx Subscription & What Happens to Your ClientsHow to cancel your CoachRx subscription, what happens to your clients and their data when you cancel, and how end-of-billing-cycle access works.
1099 Tax Forms & Tax Reporting in CoachRxHow tax reporting works for CoachRx coaches who collect payments through the platform, where to find 1099-K forms in Stripe, and how to export revenue data for tax preparation.
CoachRx Pricing Plans & Feature ComparisonCompare CoachRx subscription plans, understand client-based pricing tiers, and see that every plan includes full access to all platform features including Programs, Business Suite, Assessments, Messaging, and Integrations.
CoachRx Business Suite FAQFrequently asked questions about payments, billing, subscriptions, taxes, payouts, compliance, and more in the CoachRx Business Suite.
Connecting Stripe and Enabling Payments: First-Time Setup TroubleshootingIf your Stripe Connect account is connected to CoachRx but payments are still disabled or capabilities are pending, walk through this checklist - business details, identity verification, bank account, payout…
Business Suite Feature AccessLearn more about Owner, Super Admin, Admin and Coach access rights.
FeesBreakdown of CoachRx and Stripe transaction fees for client payments. Covers platform fees, Stripe processing fees, how fees are calculated on subscriptions and one-time payments, and what coaches actually receive…
CoachRx PaymentsOverview of how payments work in CoachRx Business Suite. Covers accepting client payments through Stripe, payment processing, transaction fees, and how money flows from client subscriptions to your bank account.
Metrics & ReportingAn overview of the metrics and reporting available in CoachRx including client progress data, business KPIs, compliance tracking, and performance analytics.
InvoicesHow invoices work in CoachRx Business Suite. Covers creating invoices, sending them to clients, tracking payment status, viewing invoice history, and understanding how invoices relate to subscriptions and one-time charges.
Products and SubscriptionsCreate products and recurring subscriptions inside the CoachRx Business Suite. Set pricing, billing intervals, trial periods, and assign subscriptions to clients during onboarding.
Communications PreferencesConfigure Stripe communications preferences so you receive email alerts for payouts, mispayments, payment reviews, disputes, and balance changes - the early-warning system for your CoachRx Business Suite.
Stripe Standard AccountsSet up and manage Stripe Standard accounts in CoachRx to process client payments. Learn how to connect Stripe, handle payouts, manage transfers, and troubleshoot common Standard account issues.
Navigating Disputes in CoachRxHow to handle payment disputes, chargebacks, and resolution steps in CoachRx.
What Happens If My CoachRx Subscription Payment Is Missed?What happens when a CoachRx subscription payment is missed, including auto-cancellation and client archiving.
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