User Guides

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66 articles in this collection
Written by Support

Signing Up for a CoachLogix Account

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Written by Support
Updated this week

CoachLogix Account Types and Roles

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

Tag Goals with Themes for Your Coaches and Coachees

Create and tag Goals with Themes from your Theme Library.
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Written by Support
Updated yesterday

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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Written by Support
Updated over a week ago

Making Coaches Available to Coachees

Let your Clients know who your Coaches are and their availability.
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Written by Support
Updated over a week ago

Creating Your First Coach Pool

Create Pools so your Coachees can select the Coach they match with for their Engagement.
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Written by Support
Updated over a week ago

Add and Manage Theme Libraries

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

Add Details to Your Sessions

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

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

Sending Files to Your Coach for Coachees

Coachees can share Files within an Engagement.
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Written by Support
Updated over a week ago

Choose a Session Meeting Place

You can set specific Meeting Locations to individual Sessions.
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Written by Support
Updated over a week ago

Add and Send Tasks to Your Coachees

Assign Tasks to Coachees within your Engagements.
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Written by Support
Updated over a week ago

Creating Links

Add Links to your account in multiple places for your Employees to access. ‚Äč
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Written by Support
Updated over a week ago

Logging Out of Your Account

Important privacy advice and steps to logout of your account.
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Written by Support
Updated over a week ago

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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Written by Support
Updated over a week ago

Sending Forms to Your Employees and Stakeholders

Learn about creating, sending, responding, and downloading Forms.
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Updated over a week ago

Download Form Responses from Your Users

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

Respond to a Form for Coachees

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

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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Written by Support
Updated over a week ago
Engagement Management

Creating Engagements

Creating an Engagement Program, customizing your Sessions, and more!
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Written by Support
Updated this week

Manage Your Program Items and Notifications

You may add and edit Program Items inside your Engagements.
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Written by Support
Updated over a week ago

Complete a Session in Your Engagement

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

Update the Completion Date of a Session

Updating your completion dates to keep your data accurate.
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Written by Support
Updated over a week ago

Send Forms to Your Users

Selecting Recipients and sending Engagement Forms via email and in the app.
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Written by Support
Updated over a week ago

Create and Share Engagement Notes

Create Notes within your Engagements that are private and can be optionally shared with others.
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Written by Support
Updated over a week ago

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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Written by Support
Updated over a week ago

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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Written by Support
Updated yesterday

Change Your Engagement's Status

Start, Pause, Complete, or Restart an Engagement.
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Written by Support
Updated over a week ago