What is the invite link? It is a unique link you share with a client so they can set up their own account and get access to the app. Each client has their own.

Where do I find it?

Open the client's profile, click the gear icon for Client settings --> Access --> Invitation Link. Copy it there and send it to your client.

Does it expire? Yes. The expiry date is shown right under the link. If it runs out before the client uses it, generate a new one and send that instead.

Absolutely: go to the client's profile and click the Pause button, you can even choose a pause start and pause end date. The client keeps their data and you can choose if they should keep app access. Their payments also move with the pause, so they are not charged while paused. See Payments FAQs for how billing behaves.

Billing is based on active app access, not whether a client is actively coaching.

If a client still has access to the app during their pause period, they will count as an active client and will be included in your billing. To avoid charges, you must remove the client's app access while they are paused.

Billing is based on app access, not coaching activity. A client counts after they have had app access for more than 48 hours. Status alone (Pending / Paused / Ended) does not decide it. If they still have access, they can still count.

Your client count is worked out after each billing period, based on who actually had app access during it, so you don't pay for clients in advance. The 48 hours also means a client you add and remove again within two days is not counted.

This usually happens after a client has been ended and restored. Go to their Payment tab and click Grant app access to restore it.

No: the onboarding form is part of the client app - the client needs to be registered first.

No. Every client needs an onboarding form assigned. If you already have their details, create a minimal form in Forms with only the fields you still need (e.g. starting/target weight and activity level), then assign that when you add the client.

Yes. Create a new client using a different email than your coach account, then log into the Coachway mobile app with that client email and password. That lets you experience the app as a client without affecting your coach login.

Open the client → Paymen → End access and choose the date. They keep the app until that day. This is independent of coaching Duration on Overview and of payment plan. If you prefer status Ended immediately, end the client and optionally grant temporary app access for a set number of days.

Open the client, click their status at the top (e.g. Active) and choose Move to membership. To go back, choose Upgrade to 1:1 coaching, and chat, check-ins, plans, notes and automations unlock again right away.

Go to the client's profile → Overview tab. The end date is shown there based on the program length you assigned. Alternatively, go to Clients and the durations is shown in the chart.

The Coaching Duration is used for planning and organization purposes only. It helps you keep track of clients' coaching periods and provides a clear overview of when a coaching relationship starts and ends.

It is important to note that the Coaching Duration is not linked to payments, subscriptions, or billing. This information is primarily for your internal overview and is not prominently displayed to the client.

Not directly from the app. You can export the plan as a PDF from the client's profile and upload it to their Vault.

Open the client → Development → scroll down to the steps / activity section → edit the daily step target there. The client app Progress steps card then shows today’s count against that target.

Open the client → Overview. Edit Duration (start/length or end) to match the new coaching period. The Clients list / ending-soon views update from that.
​
Coaching Duration is for your planning only — it does not change Stripe/payment plans. If the client also pays through Coachway, manage billing separately on the Payment tab (cancel/add plan as needed). See the existing FAQ “What is the coaching duration used for?”

Yes: use the Broadcast feature under Clients. The message appears as a normal chat message for each client.

Automations let you send scheduled messages, videos, and resources automatically. We recommend setting up an onboarding flow for the first 1-2 months - such as welcome videos, educational content, and tips.

Yes: use the filter options on the Clients page. If the filter gets stuck, try refreshing the page.

The new coach automatically gets access to existing Notes and the full previous chat history for that client.

Because No contact tracks your client's activity, not yours. Your own messages do not reset it. She will drop out of the filter once she is active again. The filter is designed to show you who has gone quiet, not who is waiting on a reply from you.

Two different actions:

Remove a tag from one client

Open the client's profile. On their tags, click the × on the tag you want to drop. That only unassigns it from that client — the tag still exists for others.

Delete a tag from your account

Go to Settings → Tags, find the tag, and delete it. You can only delete a tag that is not in use on any clients.

"Cannot delete tag that is in use"

Filter Clients by that tag and remove it from everyone who still has it. If the list looks empty but delete still fails, the tag can still be linked to previously deleted clients in the background — contact support and we'll clear it.

Currently you need to open the check-in and click Mark as read. There's no shortcut from the overview yet.

Check-ins are based on a daily, weekly or monthly cycle. If a check-in is completed before the selected day, it is registered as part of the previous week, which can make it look like it is missing from the current one.

To avoid this, either complete the check-in on or after the selected day, or adjust the check-in day to better match your routine (e.g., move it Monday to Thursday).

When your client completes a check-in, the app compares their latest measurements against their previous check-in - not their very first one.

The comparison only shows for measurements that exist in both check-ins. So if your client adds a new measurement that was not tracked before, there is nothing to compare it against yet. It will start being compared from the next check-in onwards.

Not fully, but you can space them out. Set the period to Month and the frequency to 4 or 6 under Settings → Account → Client defaults, or per client under Client settings → Forms, and the scheduled check-in effectively disappears from their week.

Not at the moment. If a new client should skip this week’s check-in, nothing breaks: it only shows as not submitted for that due date, and their next scheduled check-in still arrives as normal.

You client can alway log new and updated photos, if these are included in their check-in. There are two ways:

Check-in forms follow the schedule you set, and it's only possible to have one active check-in form at the time. For extra weigh-ins, clients can open Profile → New measurement and log weight manually anytime.

Not today. If circumference (or other body metrics) are part of the check-in form, clients can see what they submit. Turning weight off in metrics does not hide other body measurements on the form.