User Guides

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61 articles in this collection
Written by Support

Managing Forms

Learn how to manage forms, including how to create, send, fill out, and download forms.
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Written by Support
Updated over a week ago

How to Download Form Results

You can download forms from 3 different places, including Engagements, Resources, and Reports.
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Written by Support
Updated over a week ago

Mobile App Goals & Feedback

How to manage Goals, Milestones, Target Dates, and Feedback.
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Written by Support
Updated over a week ago

Mobile App Notifications

How to view and manage app notifications.
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Written by Support
Updated over a week ago

Mobile App Notes

How to create, share, and manage privacy of notes.
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Written by Support
Updated over a week ago

How to Configure Coach Availability

Let Your clients know who Your coaches are and their availability.
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Written by Support
Updated yesterday

How to Create and Manage Coach Matching

Create a Coach Pool for Coachees to match with.
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Written by Support
Updated over a week ago

How To Set Your Meeting Location

Coaches can set a default meeting location in engagements, session cards, and program templates.
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Written by Support
Updated over a week ago

Mobile App Messaging

How and what you can send to whom.
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Written by Support
Updated over a week ago

CoachLogix User Roles

Role definitions and synonyms for Admins, Coaches, Coachees, and more.
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Written by Support
Updated over a week ago

How to add Session Details

Add Details to Your Sessions Including Location, Time, and Actions
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Written by Support
Updated over a week ago

How to Send & Re-Send Invitations

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

What Does CoachLogix Track?

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Written by Support
Updated over a week ago

How to Add and Send Tasks to Coachees

Step by step instructions for assigning tasks to a coachee within an engagement.
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Written by Support
Updated over a week ago

How to Add Meeting Location to Sessions

Admins can set specific meeting locations to individual sessions.
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Written by Support
Updated over a week ago

How to Sign Up for a CoachLogix Account

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Written by Support
Updated over a week ago

Coachees: How to Fill out Forms

Coachees can fill out forms from notifications, email, or within the engagement.
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Written by Support
Updated over a week ago

How to Add and Manage Theme Libraries

Create and add themes to be used in engagement goals.
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Written by Support
Updated yesterday

How to Create Links

Add links to Engagements for the use of task and session descriptions, notes, profile summary (link to doc), and messaging. ‚Äč
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Written by Support
Updated yesterday