Personal Settings

  • You can manage My Settings via the menu in the upper right corner to update Profile information, Timezone defaults, and Notifications.
  • For Coaches, this is also where they can view/edit their Coach Profiles.

Helpful tip: If Coaches do not see the Profile link, we’ll cover how to make them a Coach coming up.
To learn more about Personal Settings click here.


Program Templates

Admins can create a new Program Template or duplicate a current one.

  • From your Account Settings click on Program Templates.
  • Click Add Program Template.
  • Enter a Name and optionally select a Program to copy, then click Save.



To learn more about Program Templates click here.


Add Coaches

  • From your Coaches page Click Add Coach.
  • Select Internal Coach and fill in the user's email.
  • If the user is in the system they will appear or it will ask you to enter their name and send an invitation.

If you add from the Employees page >  Company Settings you can set an Employee as a coach from the Employee list.

  • You can make this Employee a Coach by clicking on the new Employee's name in the list to open their Profile or click the three dots to change their role.
  • Under account roles select that the Employee does provide coaching in the checkbox.



To learn more about managing contacts click here


Add Clients

You may add personal Clients or client Companies

  • If coaching several people at one Company, add the Company first, then add Coachees.
  • After adding Coachees to client Companies, they will become available for Coach Matching.



To learn more about managing contacts click here


Create Engagements

Engagements are where your Coaches and Coachees can setup meetings and complete Program Items that you can assign to them.

  • Go to the Engagements page and click the Create button.
  • Search and select the Coachee and the Coach and click save

Click Start Engagement. The Engagement is Active and ready to use.

Helpful Tip: The Engagement is in a draft state until the Admin clicks Start Engagement.

To learn more about creating Engagements click here.


Privacy and Security

Privacy: What can everyone see?

  • If you invite Coachees, they can only see program items assigned to them; they cannot see program items assigned to Coaches, Admins, nor anyone else.
  • Only Global Admins can view confidential form data. 
  • All CoachLogix features under the Goals, Notes and Resources tabs are optional; none are required. 
  • Goals under the Goals tab are visible to all Engagement Participants, Admins, and Editors.
  • Notes are confidential by default, however users can optionally share Notes with others.
  • Resources added under the Engagement Resources tab are visible to all Participants, Admins, and Editors
  • Files added under Engagement Settings are only visible to Admins, Coaches, and Editors.

Security: How safe is CoachLogix?

CoachLogix enforces best practice technical safeguards to protect the integrity and security of your data. CoachLogix has been certified to exceed industry standards based on third party penetration tests and is used by global fortune 500 companies - all of which have reviewed and approved the platform from an IT security standpoint.
To learn more about CoachLogix security policies click here.


Support Options

 In the event that you get stuck you can find User Guides and free Webinars in our Support Portal.

You may also use in-app chat support to speak with a CoachLogix specialist about features in your account.



To learn more about support options click here.


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