Q: How do I reset my password?
Click “Don’t remember your password?” on the login page. If this does not work, send our customer support team a message on intercom or via email and we will assist you with resetting your password.
Q: I sent an invitation to someone and they did not receive it.
Ask the recipient to check junk and spam folders for the invitation. Links to create passwords expire after 24 hours. You can re-send invitations once every 24 hours from the user or company summary pages.
To learn more about managing contacts click here.
Q: How do I report a bug?
Report any bugs or issues you encounter immediately via our in-app chat support feature. Please include steps to reproduce the issue with screenshots, page URLs, and user emails if possible.
Q: How do I automate notifications/reminders?
You can automate notifications or reminders from the more options menu in the engagement program or from the engagement template builder in the Resources page.
Q: Why can’t I make an invoice?
In order for an invoice to populate data both sides need to put their mailing addresses on their company profiles. If the invoice is not populating line items make sure that there is a billing approach applied to the engagement.
Q: How do I get my questions answered?
Use our in-app chat support for the quickest reply. If you're looking for a deeper dive, sign up for a live webinar with Q&A at https://www.coachlogix.com/coachlogix-resources or purchase 1:1 training here.
Q: 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 read our policies click here.
Q: How do I cancel my plan?
You can cancel your subscription at any time. To cancel your plan, simply click VIEW PLANS and select the Free plan again. Your account will no longer be charged.
To learn more about subscriptions click here.
Q: Can I create group coaching Engagements with more than one Coach or Coachee?
CoachLogix only supports 1:1 engagements at this time. We don't yet support group engagements with more than one coachee.
Helpful Tip: CoachLogix does support Group Chat for interaction with multiple users.
Q: How do I add themes to an active engagement?
Themes can be added from the Goals tab within the engagement. Once a goal is added themes can be tagged.
For more information sign up for a webinar here.