User Guides

Coaching.com Updates: What's New

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Purchase Training

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Updated over a week ago

Sign Up for a Live coaching.com Webinar

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Features Overview

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CoachLogix Account Types and Roles

Role definitions, synonyms, and dashboard view for Admins, Coaches, Coachees, and more.

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Report a Bug

Use our CoachLogix Bug Reporting form and more.

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Signing Up for a CoachLogix Account

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Getting Started for Independent Coaches

Learn how to create an Independent Coach account and get started using CoachLogix

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Getting Started for Coachees

Learn how to activate your account, schedule Sessions, access Engagement Resources and more.

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Getting Started for Company Admins

Admins will learn how to use their Personal Settings, Make Templates, Add People, and start using Engagements.

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Getting Started for Internal and Contracted Coaches

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Use CoachLogix as an Internal Management System

If you are looking for an internal management system CoachLogix offers features to track your coaching progress.

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Privacy: What Can Everyone See?

Each user has permissions for what they can and can't see in their accounts.

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Need Help? Try Our Free Support Options

Where to find User Guides, Webinars, and in-app Chat Support.

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Frequently Asked Questions (FAQs)

Find answers to common questions users have.

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Organizational Structure

Configure your company's organizational structure to provide account admins with different levels of access.

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Troubleshoot Your Account

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Manage Your Dashboard

Admins and Coaches can organize their dashboards with our new widgets feature.

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Subscriptions & Pricing Plans

Price plans and options for Independent Coaches and Coaching Companies.

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Brand Your Company Account

You now have the option to use your Company Branding - including your Logos and Brand Colors.

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Configure Your Company Account Type

Admins may set their Company account type and customize how to utilize CoachLogix for their Company's needs.

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Customize Your Company Email Templates

You now have the option to use your company branding and customize your email templates.

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Customize Your Profile

Provide a snapshot of yourself by adding work experiences, specialties, and affiliations to your profile.

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Sync Your Calendar and Manage Scheduling

Learn how to sync one or multiple calendars to help manage your schedule.

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Reset Your Password

This article will show you how to reset your CoachLogix account password.

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Manage Your Profile and Personal Settings

Manage your personal information and notifications.

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Change Your Email and Password

Use your personal settings to change your email and password.

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Logging Out of Your Account

Important privacy advice and steps to logout of your account.

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How to Toggle Email Notification Settings

Learn how to toggle on/off Email notifications and browser notifications in the settings.

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Add Employees and Assign Them a Role

Learn how to add Employees and assign internal User Roles.

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Adding and Managing Coaches

Add three different types of coaches to your account.

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Invite and Manage Your Clients

Adding the Clients you work with to your Vendor account.

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Send Invites to Internal and External Users

You can send and re-send invitations to Clients, Coaches, Vendors, Point of Contacts, Direct Clients, and Invite Inactive Clients.

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Add Coaches to a Coach Pool

Learn to Add a Coach to an Existing Coach Pool

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How to Share Coaches with Clients

Learn how to share your coaches with your clients to get started.

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Sharing Coachees With a Vendor

Share your coachees with a vendor company.

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Adding Vendors and Coaches

Connect with vendor companies and start sharing coaches.

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Adding Client Companies and Client Coachees

Add client companies to your account to begin engaging with them.

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Which Notifications can ACTIVE Coachees Receive?

A list of notifications that active Coachees can receive.

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Which notifications can INACTIVE users receive?

A list of notifications that you can optionally send inactive coaches and coachees.

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Updated over a week ago

Send a Chat to Another User

How to send messages to CoachLogix users from your Messaging Center.

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Updated over a week ago

Send Forms by Email and Link (New)

Create a custom form/survey within CoachLogix and share it with anyone

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Updated over a week ago

Manage Your Global Resources

Add and share Folders, Files, Forms, Links, and Theme Libraries.

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Creating and Managing Forms

Create questionnaires for users and collect responses for Reports.

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Creating Links

Add Links to your account in multiple places for your Employees to access.​

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Add and Manage Theme Libraries

Create and add themes to be used in engagement goals.

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Resource Sharing and Permissions

You can now customize how you share your company resources.

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Send Engagement Notifications to Inactive Clients

This article will show you how to send notifications to inactive clients via email.

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Updated over a week ago

In-App Video (New)

Meet seamlessly through in-app video

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Updated over a week ago

Engagement Dashboards

Engagements now have their own dashboards to give you an overview of the engagement.

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Updated over a week ago

Deleting Engagements

This article will show you how to delete an unwanted engagement.

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Updated over a week ago

Creating Engagements

Creating an Engagement Program, customizing your Sessions, and more!

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Create Custom Program Templates

Create a Program Template for your Engagements to be reused anytime.

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Create and Share Engagement Notes and Documents

Create Notes and Documents within your Engagements that are private and can be optionally shared with others.

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Manage Meeting Locations and Default Settings

Save your preferred meeting locations.

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Add Details to Your Sessions

Add Details to Your Sessions Including Location, Time, and Actions

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Choose a Session Meeting Place

You can set specific Meeting Locations to individual Sessions.

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Add Goals and Get Feedback from Anyone

How you can add Engagement Goals to track your Coachees progress and request feedback from others.

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Schedule and Reschedule Sessions with Your Coach

Easily schedule and reschedule sessions with your coach.

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Complete a Session in Your Engagement

Completing Sessions to generate Invoicing and Reporting.

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Update the Completion Date of a Session

Updating your completion dates to keep your data accurate.

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Send Forms to Your Users

Selecting Recipients and sending Engagement Forms via email and in the app.

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Sending Forms to Your Employees and Stakeholders

Learn about creating, sending, responding, and downloading Forms.

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Respond to a Form for Coachees

Coachees can fill out Forms from notifications, email, or within the Engagement.

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Add and Send Tasks to Your Coachees

Assign Tasks to Coachees within your Engagements.

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Sending Files to Your Coach for Coachees

Coachees can share Files within an Engagement.

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Updated over a week ago

Tag Goals with Themes

Create and tag goals with themes from your Theme Library.

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Updated over a week ago

Change Your Engagement's Status

Start, Pause, Complete, or Restart an Engagement.

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Manage Your Engagement Settings and Permissions

Admins can use engagement settings to customize the engagement and to grant access and control of the engagement to others.

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Adding Engagement Stakeholders

Add stakeholders with permissions to view or edit the engagement.

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Updated over a week ago

About Coach Matching

Increase buy-in with Coach Matching. Coachees can review Coach profiles, schedule interviews, and select the Coach they want to work with.

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Updated over a week ago

Making Coaches Available to Coachees

Let your Clients know who your Coaches are and their availability.

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Creating Your First Coach Pool

Create Pools so your Coachees can select the Coach they match with for their Engagement.

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Updated over a week ago

Coach Matching for Coachees

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View Reports that are Generated by Your Engagements

View informative Reports generated by Engagement and user data.

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Updated over a week ago

Create Contracts to Bill Your Clients

Define your Billing Rate, Payment Schedules and Terms. Automate Invoicing and Payment collection.

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Bill Your Clients with Invoices

Send invoices to Clients and Vendors from your CoachLogix account.

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Updated over a week ago

Collect Payments with Stripe

Collect credit card payments from clients using our Stripe payment integration.

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Updated over a week ago

Mobile App: Admin and Coach Onboarding

Navigation for Coaches and Admins using the CoachLogix smartphone app currently available in the Android and Apple stores.

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Updated over a week ago

Mobile App: Coachee Onboarding

General navigation for Coachees using the CoachLogix mobile app on iOS and Android devices.

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Updated over a week ago

Mobile App: Goals & Feedback

How to manage Goals, Milestones, Target Dates, and Feedback.

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Mobile App: Notifications

How to view and manage app notifications.

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Mobile: App Notes

How to create, share, and manage privacy of your Notes.

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Mobile App: Messaging

How and what you can send to whom.

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Updated over a week ago