How This Dashboard Can Make Your Coaching Workflow Easier
The CoachRx dashboard is the command center for your coaching workflow. It’s designed to simplify client management, boost efficiency, and help you stay on top of everything. Every feature is built with one goal in mind—making your coaching process smoother and more effective. This post breaks down exactly how to use the dashboard, explains the key tools, and shares actionable tips to maximize its potential.
Let’s take a closer look at how this single dashboard can truly make your coaching workflow easier.
Features That Keep You Organized
The dashboard is divided into specific sections to help you manage different aspects of your coaching business. These include:
Needs Attention: Identifies top-priority client issues.
My Stats: Tracks key performance metrics like compliance.
Touch Points: Keeps client communication consistent.
Tasks: Organizes responsibilities and deadlines.
Activity Feed: Shows real-time updates on client activities.
Each section works together to create an organized, actionable coaching experience.
What’s in the "Needs Attention" Section?
Think of "Needs Attention" as your to-do list for client priorities. It flags missed workouts, incomplete lifestyle tasks, due consultations, and other critical updates. With this section, nothing important slips through the cracks.
Types of Notifications in "Needs Attention"
The system generates notifications for several reasons, including:
Missed workouts: A client misses two workouts in a row.
Lifestyle non-compliance: Two lifestyle tasks missed consecutively.
Low compliance: Tracking gaps in workouts or lifestyle actions.
Upcoming consultations: Alerts when it’s time for client check-ins.
These notifications serve as reminders for where your clients need support. Use them to plan your daily coaching outreach and ensure each client stays engaged.
How to Handle Notifications
Here’s how you can take action:
View client compliance: Click a client’s name to reveal their weekly and monthly progress. Green means compliant; red shows what’s been missed.
Send a message: Use the message icon to contact clients directly and offer encouragement or address concerns.
Snooze notifications: Delay non-urgent items until tomorrow if needed.
Edit client schedules: Adjust workout plans through the calendar when clients have scheduling conflicts.
Update services: Turn off irrelevant features, like consultations, to streamline notifications for certain clients.
The "Needs Attention" section ensures you’re focusing on the right people at the right time.
Track Results with "My Stats"
The "My Stats" section shows you at-a-glance performance metrics for coaching compliance. It’s an essential tool for tracking how well your clients are staying on course.
What Metrics Are Included?
Your stats focus on:
Exercise compliance: Measured over the last 7, 30, and 90 days.
Lifestyle compliance: Similar trends but focused on non-fitness actions.
Active clients: Gives you a clear view of how many clients you’re currently coaching.
By monitoring these numbers, you can easily identify patterns and opportunities to make improvements in your coaching strategy.
How to Use These Insights
If compliance is slipping for a particular client, it’s a signal that you may need to review their program or tweak your communication. Use the data to set small, actionable goals for both yourself and your clients.
Stay Connected with "Touch Points"
Strong client relationships rely on consistent communication, and "Touch Points" ensures you’re staying connected.
How Do Touch Points Work?
You earn a touch point every time you:
Message a client: Through direct messages.
Comment on workouts or lifestyle entries: Provide feedback or encouragement.
Hold consultations: Scheduled or impromptu check-ins.
The system tracks touch points on a weekly basis, resetting every Monday. This encourages a steady cadence of communication, not just random bursts of outreach.
Visualizing Progress
Clients are organized on a scrolling bar that moves from left to right. Those you’ve reached your communication goal with move to the right with a green checkmark. Clients you still need to connect with stay on the left, keeping your priorities clear.
The Impact of Touch Points on Compliance
Data from CoachRx shows that when coaches communicate 3-4 times each week, their clients’ compliance increases by 25-30%. This makes "Touch Points" one of the most powerful tools for improving accountability. Just don’t overdo it—35 pings a week isn’t going to double results.
Organize Your Workflow with "Tasks"
Keeping track of all your responsibilities can get overwhelming. The "Tasks" feature simplifies this by letting you create, assign, and track to-dos directly from the platform.
How to Use Tasks
Here’s how tasks can keep your coaching workflow on track:
Create a task for anything you need to follow up on. For example:
"Review John’s in-body results on Friday."
"Create Sally’s vacation workout program by next Tuesday."
Assign tasks to specific clients to keep things personalized.
Prioritize tasks with due dates, so you always know what needs to happen today, tomorrow, or later.
Once you complete a task, it moves into the "completed tasks" section—satisfying and clutter-free.
Why Tasks Matter
This tool prevents important responsibilities from slipping through the cracks. Whether it’s reviewing client progress, prepping for a consult, or designing a plan, "Tasks" helps you stay organized and on schedule.
Engage with the "Activity Feed"
The "Activity Feed" shows the latest updates from your clients, including:
Workouts completed.
Lifestyle actions logged.
Weekly check-ins or notes submitted.
It’s the fastest way to stay aware of your clients’ progress in real-time.
How to Interact Using the Feed
Small actions go a long way. Comment on completed workouts, give a "fist bump," or just react with an emoji to show you’re paying attention. These interactions build trust and let clients know you’re invested, even when you’re not directly messaging them.
Fueling Better Programs
The feed isn’t just for tracking—it’s a tool for improvement. Reviewing what your clients are doing helps you adjust and fine-tune their programs for the next week. Use the feed to gather insights and make every program better than the last.
Avoid Dashboard Overload
A powerful dashboard isn’t effective if it’s cluttered. Keep things manageable:
Regularly review and clean up notifications.
Turn off features you don’t use for specific clients.
Streamline your workflow so action items stay practical.
Think of your dashboard like your inbox. If it’s overloaded, you’re more likely to ignore it. Don’t let it become a list of 50 ignored alerts.
Optimize Your Coaching Workflow
Take these steps today to get the most out of the CoachRx dashboard:
Check "Needs Attention" daily and take immediate action where needed.
Hit your weekly touch point goals to keep clients engaged.
Use "Tasks" to organize your priorities and deadlines.
Interact on the "Activity Feed" to stay connected and gather insights.
Regularly review and adjust settings for each client to reduce clutter.
Mastering this workflow doesn’t just save you time—it helps you forge better relationships with your clients. That’s where real coaching success happens.
Final Thoughts
Efficiency is everything in coaching. A well-organized workflow lets you focus on what really matters—helping your clients succeed. The CoachRx dashboard puts the tools you need in one place, making it easier to stay organized, communicate effectively, and keep compliance high.
Whether you’re creating plans, checking compliance, or sending a quick message, this dashboard keeps everything at your fingertips. Embrace the process and watch how much smoother and stronger your coaching workflow becomes.
Ready to see what’s possible?
Explore tools like CoachRx and apply these tips today. Your clients—and your schedule—will thank you for it.
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