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.
128 articles
- Exporting Data from CoachRxHow to export workouts, client data, and business data from CoachRx.
- 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.
- 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.
- 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.
- CoachRx Platform WalkthroughWelcome to CoachRx! Check out this comprehensive walkthrough.
- 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.
- Adding New Coaches to Your OrganizationHow to add new coaches to your CoachRx organization, transfer existing coaches, and what to expect during onboarding.
- 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…
- 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…
- 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…
- Migrating Clients to CoachRx with Bulk CSV Import (TrueCoach, Trainerize, Bridge)Migrate clients to CoachRx from Trainerize, TrueCoach, Bridge Athletic, EverFit, Hexfit, or any other coaching platform using the bulk CSV import. Upload your full roster, review each row, and send…
- Push Notifications Not Working: Troubleshooting on iOS and AndroidFix push notifications not arriving in the CoachRx mobile app. Covers OS-level permissions on iOS and Android, force-quit and reinstall steps, app version checks, and how to confirm whether the…
- Fitbit to Google Health Migration - What CoachRx Coaches Need to KnowFitbit is being phased out and replaced by Google Health. Learn what this means for CoachRx clients syncing steps, sleep, and lifestyle data, common sync errors, and the workarounds available…
- Loom Video Embed Limits in CoachRxUnderstand Loom file size, length, and embed limits when adding Loom videos to CoachRx programs, exercises, articles, or client messages, and what to do if your Loom video will not…
- MyMacros+ Integration: Syncing Nutrition Data to CoachRxConnect MyMacros+ to CoachRx through Terra so your client's daily calories, protein, carbs, and fat sync into their lifestyle view. Covers setup, what data flows over, and how to troubleshoot…
- Reordering Client Metrics with Drag and DropDrag and drop to reorder a client's metrics (FMEs) in the sidebar and inside Fitness Monitoring Exercise templates. Ordering persists per client so the most relevant numbers stay at the…
- Syncing Smart Scale Weight Data into CoachRxGet bodyweight readings from a smart scale (Withings, Renpho, Fitbit Aria, Eufy, Garmin Index) into CoachRx through Apple Health, Google Health Connect, or Fitbit so your client's weight populates in…
- 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 GymsUse CoachRx Live Program for group fitness gyms and CrossFit affiliates. One shared workout broadcast to every athlete in the gym, with the workout-of-the-day delivered through the same client app…
- 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 CoachRx coach roles - Owner, Super Admin, Admin, and Coach - and exactly which features, billing controls, client visibility, and admin permissions each role can access in…
- 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 your CoachRx clients view their assigned workouts in the mobile app, what each screen shows them, and what to do when a client says they cannot see today's workout.
- How to Access Exercise History from Outside Platforms in CoachRxHow to view exercise history imported from outside platforms in CoachRx.
- Assessment & MetricsTrack client assessments, fitness metrics, and progress over time in CoachRx. Record body composition, strength benchmarks, conditioning tests, and movement screens to inform program design and show clients their progress.
- Lifestyle PlanningPlan and prescribe lifestyle Rx items (sleep, nutrition, steps, hydration, mindset) for your clients in CoachRx, including how lifestyle planning fits alongside training programs and how clients track progress in…
- 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.
CoachRx Onboarding
Learn more about onboarding with CoachRx today
- 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.
- Custom Theming: Branding the Client App for Your OrganizationCustomize your organization's branding in CoachRx with the Theme editor: brand color, typography, logo, splash screen, and quotes. Theming applies across your entire organization's client app, and only Owners and…
- 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.
Client Calendar
Learn more about your client calendar!
- Notes: Day Notes and Workout NotesHow notes work in CoachRx: private day notes on the calendar and dashboard feed vs. workout notes tied to one session, how to add each, and where they appear.
- Progress PicturesHow progress pictures work in CoachRx - clients upload photos from the mobile app and coaches review them over time to track visual change alongside training and lifestyle data.
- Structural BalanceTrack structural balance in CoachRx to compare a client's strength ratios across key lifts, spot imbalances, and set program priorities. Part of the OPEX assessment workflow.
- 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/ManagementAdd, edit, and remove equipment from your client's profile in CoachRx. The equipment list controls which exercises and demo videos are available when you build their program.
- Program Design CalendarDesign, schedule, and manage client training on the Program Design Calendar in CoachRx. Drag and drop workouts, copy and paste days and weeks, use keyboard shortcuts, and see results inline…
- Client PrioritiesAssign or remove a client priority flag in CoachRx so the clients who need the most attention surface to the top of your dashboard. Use priorities to triage your week…
- 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 ShortcutsKeyboard shortcuts in CoachRx for the program builder, client calendar, and messaging. Cut clicks and move faster through the actions you do every day.
- Notes & DocumentsAttach client documents on the client profile in CoachRx, control whether each is visible to the client, and where clients find shared files. For notes, see the dedicated Notes guide.
- 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/ManagementSet or update a client's training schedule in CoachRx - the days they train, days they rest, and the structure CoachRx uses to lay workouts onto their calendar each week.
- 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.
CoachRx Dashboard Beta
Discover Your CoachRx Dashboard
- Needs Attention SectionThe Needs Attention section of the CoachRx Dashboard flags clients requiring coach review including overdue programs, missed check-ins, and stalled progress.
- Activation Panel: Your Trial Onboarding ChecklistThe Activation Panel is the 5-step trial onboarding checklist - invite a client, create a workout, send a message, complete your profile, take the tour - that appears on your…
- Client ComplianceUnderstand client compliance in CoachRx - how completed-versus-prescribed sessions are tracked, where to find compliance rates, and how to use them to spot clients who need attention.
- My TasksThe My Tasks section of the CoachRx Dashboard shows your assigned to-dos, client follow-ups, and scheduled action items to keep your coaching workflow on track.
- TouchpointsTrack recurring client touchpoints including consults, check-ins, assessments, and program reviews. Schedule, log, and never miss a coaching moment with your clients using the Touchpoints system.
- Activity FeedThe Activity Feed on your CoachRx Dashboard shows a real-time stream of client actions including workout completions, check-ins, messages, and program updates.
- My StatsThe My Stats section of the CoachRx Dashboard shows your personal coaching KPIs including client count, revenue, retention, and engagement metrics.
- CoachRx: Best PracticesGet the most out of CoachRx with coach-tested best practices for onboarding clients, building programs, running consultations, and using templates to save time.
- Selling ProgramsHow to sell programs in CoachRx Business Suite. Covers creating sellable programs, setting pricing, attaching programs to storefronts, and managing program purchases and access for clients.
- Linking Workout Items to Metrics (FMEs) on Program CalendarsLink exercises in a program calendar to Fitness Monitoring Exercises (FMEs) once, then have CoachRx auto-resolve the correct metric for each client when the program syncs. Saves hours for program-based…
- Browsing Your Coach Video Library: Playback, Search, and Custom ThumbnailsView and play back your uploaded coach demo videos directly in the library, pick a custom thumbnail from auto-generated candidates, and find your videos with search.
- Clearing All Demo Videos From a Program in One ClickWhen you reuse a program template across clients, you can wipe all demo videos from warmups, cooldowns, and conditioning sections in a single click. This article walks through where the…
- Coach Video Upload - Add Exercise Demo Videos by Link or UploadAdd exercise demo videos by pasting a YouTube or Vimeo link or uploading your own file, with a live preview and a progress bar. Works everywhere you add an exercise…
- Warm-Up & Cool-Down LibrariesSave reusable warm-ups and cool-downs in CoachRx and drop them into any program during design. Covers building your libraries, reusing items across clients, and individualizing them.
- Client Effort & Training LoadClient Effort is a 1-5 rating clients log at the end of every workout. Training Load combines that rating with session duration to produce a single number that tracks training…
- Programs SettingsConfigure your CoachRx program settings including visibility, templates, program sharing, autonomy permissions, and client access controls.
- Online IndicatorsOnline Indicators show when coaches and clients are active in CoachRx with a green dot in the avatar, and when a client is working out with a lightning bolt badge.…
- CoachRx ProgramsBuild and assign programs in CoachRx to individual clients or groups. Covers templates, scheduling, daily workouts, and program delivery workflows.
- Designing Programs for Efficiency and ScaleWatch this CoachRx feature demo to learn efficiency tips and best practices for designing programs!
- CoachRx StorefrontsOverview of CoachRx Storefronts and how coaches sell coaching services, programs, and subscriptions to clients. Covers storefront setup, customization, and how clients purchase through your storefront link.
- Storefront TypesUnderstand the difference between a CoachRx organization storefront and a coach storefront, when to use each, and how storefront type affects client sign-up flow, branding, and revenue routing.
- 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…
- Pausing Your CoachRx Subscription Instead of CancellingPause your CoachRx subscription for a defined period instead of cancelling outright. Keeps your clients, programs, and data intact and resumes automatically. Walks through how to access pause-and-resume from the…
- Re-activating a Client Account After a Failed PaymentWhen a client's subscription payment fails, their account is paused. This article shows coaches how to update the client's payment method, retry the charge, and re-activate access without losing their…
- Stripe Multi-Currency Support and Japan / Zero-Decimal Currencies in CoachRxHow CoachRx handles different Stripe currencies, including zero-decimal currencies like Japanese Yen (JPY), Korean Won (KRW), and Vietnamese Dong (VND), so the amount your client sees matches the amount Stripe…
- Where to Find Your CoachRx Billing and Subscription SettingsStep-by-step guide to finding your CoachRx subscription, payment method, invoices, plan tier, and billing history. Covers Owner and Super Admin access, how to update your card, and where to download…
- Changing Where Invoices Are Sent (Invoice Recipient Email)How to change the email address where CoachRx invoices and receipts are sent, both for your own coach subscription and for invoices you send clients through Business Suite.
- TrueMed Integration: HSA/FSA Payments for CoachingLet qualified clients pay for coaching with pre-tax HSA/FSA funds through the CoachRx and TrueMed partnership. Covers how it works, how clients qualify, and how to set it up.
- Coupons & Discount CodesCreate and manage discount codes for your CoachRx coaching packages and storefront products. Covers setting up coupons, how clients apply them at checkout, and where they appear.
- 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.
- 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 Feature AccessCoachRx Business Suite access permissions for Owner, Super Admin, Admin, and Coach roles. See which role can manage billing, add coaches, edit storefronts, and access reports across the organization.
- 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.
- Fullscript Partnership - Your Free Supplement DispensaryCoachRx and Fullscript partnership. Free supplement dispensary for coaches with up to 35% margin, 20,000+ products, and zero fees.
- Coach As Client: Using CoachRx for Your Own Training Without Being BilledUse CoachRx on yourself as a client without your org being charged for that self-client seat. How the coach-as-client billing logic works, how to flag your own profile, and what…
- Video Messaging with LoomRecord and send Loom video messages to your clients from inside CoachRx. Use video messaging to explain programs, demo movements, and deliver personal feedback without leaving the platform.
- Replying to CoachRx Notifications by EmailReply directly to client comments and messages straight from your email inbox. Your reply posts back into the CoachRx conversation, so you do not have to log into the app…
- What is RxBot?Learn what RxBot is - the CoachRx AI coaching assistant that helps you write programs, generate exercise prescriptions, and speed up your weekly programming workflow.
- How to Use RxBotStep-by-step guide to using RxBot inside CoachRx - prompting for exercise prescriptions, refining outputs to match your coaching language, and adding generated work to your client programs.
- RxBot Use Case LibraryFollow this step-by-step guide to learn how to use RxBot effectively.
Index
Discover your CoachRx Index
- CoachRx IndexNavigate the CoachRx Index to view your full client roster, filter by tag, status, or last activity, sort clients, and jump into individual client profiles quickly.
- FMEsFitness Monitoring Exercises (FMEs) are benchmark tests that track a client's strength, conditioning, and movement quality over time. Learn how to assign FMEs, record test results, and view progress trends…