Welcome to CoachLogix! Your Admin will send you an invite to activate your account with a link in your personal email browser.


Activate an Account

Log in to CoachLogix to send your Coach Messages, schedule Sessions, access Resources, track Goal progress, and make Payments.

When an invite has been sent, users will receive an email with an activation link. 

  • Click the link to create a password.
  • 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 it was registered with.




Schedule Sessions

If a Coach has shared their availability, an icon to schedule sessions will be visible directly on the Coach's calendar. Both the Coach and Coachee will receive confirmation emails and app notifications.

  • From your Engagements Page select an Engagement.
  • Select the Session, add the time and date, and click Schedule.

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

If a Coach sends a Coachee a form, they can fill it out from the link in their email or from within the Engagement Program. When the Coach sends a Coachee a Form they will receive an email reminder if they have the notifications enabled and an app notification.

  • From your Engagements page Select the Engagement with the sent Form.
  • Click on Respond, fill out the Form, and click Complete.
  • To respond via email click on the link in the email.

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

If a Coach assigns Tasks, Coachees will receive reminder notification emails to mark tasks complete inside their CoachLogix account.

  • Click on a Task within the session.
  • If Tasks are assigned to you complete them by clicking the checkmark



To learn more about Program Items click here.


View Files

A Coach may share files with a Coachee from the Engagement Program, OR they maybe stored under the Engagement Resources tab. If a Coachee receives an email notification, they can log in to CoachLogix to view, download or mark the file complete.

  • From inside your Engagement click on the File.
  • Coachees have the option to preview the file or download it.



To learn more about Program Items click here.


View Resources

  • From inside your Engagement click on the Resources tab.
  • Coachees and their Coaches can upload files that are specific to that Engagement.



To learn more about Program Items click here.


Add Goals

Coaches and Coachees can add Goals to their Engagements to track progress. Add Milestones beneath each high level goal and mark them complete to track progress.

  • From inside your Engagement click on the Goals tab.
  • Coaches AND Coachees can add Goals.
  • Click on ADD GOAL to add a new Goal.




Goal Confidentiality

Coaches and Coachees may choose to set the Goals they create to be confidential or also visible to Admins. 

  • Click on the Lock icon at the top right of the Goal. 
  • Select Confidential to make the Goal private.



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.

  • Click on the Feedback tab.
  • Click on Provide Feedback to add your feedback. 

Each Stakeholder'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 an Admin or Coach. 

  • Click on the message icon in the top right corner and select Open Messaging Center.
  • Choose a message or create a new one
  • Start typing a message and click the airplane icon to send.



Check out our article about Mobile Coachee Onboarding here.


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