User Guides

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62 articles in this collection
Written by Support

Signing Up for a CoachLogix Account

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Updated this week

CoachLogix Account Types and Roles

Role definitions, synonyms, and Dashboard view for Admins, Coaches, Coachees, and more.
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Updated this week

Send Invites to Internal and External Users.

You can send and re-send invitations to Clients, Coaches, Vendors, Point of Contacts, Direct Clients, and Invite Inactive Clients.
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Updated this week

Make Your Coaches Available to Your Coachees

Let your clients know who your coaches are and their availability.
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Updated over a week ago

Add and Manage Theme Libraries

Create and add themes to be used in engagement goals.
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Updated this week

Add Details to Your Sessions

Add Details to Your Sessions Including Location, Time, and Actions
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Set Your Meeting Location

Coaches can set a default meeting location in engagements, session cards, and program templates.
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Choose a Session Meeting Place

You can set specific Meeting Locations to individual Sessions.
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Add and Send Tasks to Your Coachees

Assign Tasks to Coachees within your Engagements.
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Updated this week

Creating Links

Add Links to your account in multiple places for your Employees to access. ‚Äč
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Updated this week

About Coach Matching

Increase buy-in with coach matching. Coachees can review coach profiles, schedule interviews, and select the coach they want to work with.
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Updated this week

Sending Forms to Your Employees and Stakeholders

Learn about creating, sending, responding, and downloading Forms.
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Download Form Responses from Your Users

You can download Forms from 3 different places, including Engagements, Resources, and Reports.
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Respond to a Form for Coachees

Coachees can fill out Forms from notifications, email, or within the Engagement.
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Mobile App Notifications

How to view and manage app notifications.
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Mobile App Goals & Feedback

How to manage Goals, Milestones, Target Dates, and Feedback.
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Mobile App Notes

How to create, share, and manage privacy of your Notes.
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Mobile App Messaging

How and what you can send to whom.
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Updated this week

Embed CoachLogix into Your Website

Use our HTML snippets anywhere in your personal or business site for your users to access CoachLogix
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Updated over a week ago
Engagement Management

Creating Engagements

Creating an Engagement Program, customizing your Sessions, and more!
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Manage Your Program Items and Notifications

You may add and edit Program Items inside your Engagements.
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Updated this week

Complete a Session in Your Engagement

Completing Sessions to generate Invoicing and Reporting.
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Updated over a week ago

Watch a Video About Sharing Files with Your Clients

Learn 3 different ways to share Files and Resources with clients.
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Updated this week

Update the Completion Date of a Session

Updating your completion dates to keep your data accurate.
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Updated this week

Send Forms to Your Users

Selecting Recipients and sending Engagement Forms via email and in the app.
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Updated this week

Create and Share Engagement Notes

Create Notes within your Engagements that are private and can be optionally shared with others.
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Updated this week

Manage Your Engagement Settings and Permissions

Admins can use engagement settings to customize the engagement and to grant access and control of the engagement to others.
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Updated this week

Add Goals and Get Feedback from Anyone

How you can add Engagement Goals to track your Coachees progress and request feedback from others.
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Updated this week

Change Your Engagement's Status

Start, Pause, Complete, or Restart an Engagement.
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Written by Support
Updated this week