Adding Items to an Engagement

Here are 4 steps to add an item to a program:

1. Log into your account at app.coachlogix.com.

2. Click on Engagements.

3. Select an engagement or create a new one.

4. Click Add Item. You can add a Session, Form, File, Task, or Link.
To learn more about engagements click here.

Helpful tip: When you are on the engagement list page you have the option click on the settings gear so you can customize the columns. 

 

Creating a Program Template

Here are 4 easy steps to create a template:

If you do not want to individually add items to each engagement you can create a program template.

1. Click Account Settings.

2. Click on Program Templates.

3. Click on Add Program Template.

4. Click Add Item. You can add a Session, Form, File, Task, or Link.
To learn more about program templates click here.

  

Setting Notifications

Each program item comes with notifications that can be customized ahead of time for your engagements.
 

Sessions

Session notifications are set based on when the session is scheduled. You have the option to customize the notification content, enable reminders, and see a preview of the email notification the participant will see. 

If the session is the first item on the program it will trigger the next program item's notifications after the session is completed.

 

Task Notifications

Task notifications settings allow you to customize the notification content, can be sent automatically after a set amount of time after the engagement starts, have reminders for the tasks, and see a preview of the email notification the participant will see.

If the task is the first item on the program it will trigger the next program item's notifications after the session is completed.

 

File Notifications

File notifications settings allow you to customize the notification content, can be sent automatically after a set amount of time after the engagement starts, have reminders for the notifications, and see a preview of the email notification the participant will see.

If the file is the first item on the program it will trigger the next program item's notifications after the session is completed.

 

Form Notifications

Form notifications settings allow you to customize the notification content, can be sent automatically after a set amount of time after the engagement starts, have reminders for the form, and can see a preview of the email notification the participant will see.

If the form is the first item on the program it will trigger the next program item's notifications after the session is completed.

To learn about personal notifications click here.


 
Link Notifications

Link notifications settings allow you to customize the notification content, can be sent automatically after a set amount of time after the engagement starts, have reminders for the form, and can see a preview of the email notification the participant will see.

If the form is the first item on the program it will trigger the next program item's notifications after the session is completed.

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