Log in to CoachLogix to send your coach messages, schedule sessions, access resources, track goal progress, and make payments.

Activate an Account

Here are 3 easy steps to activating your account:

  1. When an invite has been sent, users will receive an email with an activation link. 
  2. Click the link to create a password.
  3. Next create a password to use for the account.
  4. Once the password is set log in with the same email and password to activate the account.

Helpful tip: Remember to log into the app with the email address you registered it with.


Schedule Sessions

Here are 2 easy steps to scheduling sessions:

If your coach has shared their availability, you'll see an icon to schedule sessions directly on your coach's calendar. Both you and your coach will receive confirmation emails.

  1. Log into the account at app.coachlogix.com.
  2. Click on a session within the engagement.

Helpful tip: If the coach has shared their availability coachees can click the schedule button within the session in the program.

To learn more about scheduling sessions click here.


Fill out Forms

Here are 7 easy steps to filling out a form:

If your coach sends you a form, you can fill it out from the link in your email or from within your CoachLogix account.

  1. Click on a form in the program. 
  2. If the form has been sent a Respond link will be visible.
  3. Click Respond.
  4. The page will be directed to the form in a new window.
  5. Fill out the form and click Complete
  6. When the coach sends a coachee a form they will receive an email reminder if they have the notifications enabled.
  7. Click Respond.

Helpful tip: If the user responds by email it will show as responded to inside the app.

To learn more about forms click here.


Mark Tasks Complete

Here are 2 easy steps to marking tasks complete:

If your coach assigns tasks, you will receive reminder notification emails to mark tasks complete inside your CoachLogix account.

  1. Click on a task within the session.
  2. If there are assigned tasks they can be marked with a check mark as they are finished.

To learn more about program items click here.


View Files

Here are 2 easy steps to viewing files:
Your coach may share files with you from your coaching program, OR they maybe stored under your engagement resources tab. If you receive an email notification, log in to CoachLogix to view, download or mark the file complete.

  1. Click on a file within the program.
  2. Coachees have the option to preview the file or download it.

To learn more about program items click here.


View Resources

Here are 2 easy steps to viewing resources:

  1. Click on the Resources tab.
  2. Coachees and their Coaches can upload files that are specific to that engagement.

To learn more about program items click here.


Add Goals

Here are 3 easy steps to adding a goal:

Your coach may add goals to your engagement, or you can add goals yourself! You can add milestones beneath each high level goal and mark them complete to track progress.

  1. Click on the Goals tab.
  2. Coaches AND Coachees can set goals.
  3. Click on ADD GOAL to add a new goal.

To learn more about goals click here.


Provide Goal Feedback

Inside the goal panel is the progress of the goal and the option for users associated with the engagement to provide feedback on the goal. Add stakeholders and send invitations for others to provide feedback from their email.

Here are 2 easy steps to providing feedback:

  1. Click on the Feedback tab.
  2. Click on Provide Feedback to provide feedback yourself. Each rater's initial and most recent goal rating and narrative comments will be listed here.

To learn more about feedback click here.


Access the Messaging Center

Send messages through the messaging center to quickly to get in contact with your coach. 

Here are easy steps to accessing the messaging center:

  1. Click on the message icon in the top right corner as shown below.
  2. Click Open Messaging Center.
  3. Choose your desired message or create a new message. 
  4. Type your message and click the airplane icon to send.

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