Feature Update: New Dashboard

Introducing the New CoachRx Dashboard: Your Command Center for Exceptional Coaching

We're excited to announce a major update to CoachRx: our completely redesigned dashboard! Built with your workflow in mind, this new command center streamlines your coaching process and helps you deliver an exceptional client experience.

Your New Command Center is Here

The new dashboard brings together everything you need to manage your coaching business effectively. We've focused on making it easier to identify priorities, manage tasks, and maintain meaningful client relationships—all from one central location.

What’s New?

🎯 Needs Attention: Stay on Top of What Matters

The new "Needs Attention" section is your first stop for prioritizing client needs. At a glance, you can see:

  • Exercise programs due

  • Lifestyle prescriptions due

  • Upcoming consults

  • Clients who've missed workouts

  • Compliance issues that need addressing

This powerful filtering system ensures no client falls through the cracks, allowing you to be proactive rather than reactive in your coaching.

✅ My Tasks: Your Personal Coaching Assistant

Say goodbye to scattered to-do lists! The new "My Tasks" feature brings everything into one place:

  • Create custom tasks with due dates

  • Track client-specific responsibilities

  • Receive automatic alerts for important deadlines

  • Manage onboarding tasks and payment reminders

All your coaching responsibilities, organized and accessible right where you need them.

📊 My Stats: Track Your Coaching Impact

Understanding your effectiveness as a coach just got easier with the new My Stats section. Prominently displayed on your dashboard, this powerful analytics center gives you immediate insights into your coaching performance.

Track essential metrics at a glance:

  • Total Client Count: Monitor your active coaching roster

  • Total Client Compliance: Get a comprehensive view of program adherence

  • Exercise Client Compliance: Track workout program engagement

  • Lifestyle Client Compliance: Measure lifestyle prescription follow-through

Want to spot trends? Toggle between 30, 60, or 90-day views to:

  • Identify patterns in client engagement

  • Track improvements over time

  • Make data-driven adjustments to your coaching approach

  • Celebrate wins and address challenges proactively

My Stats transforms raw data into actionable insights, helping you deliver an exceptional coaching experience based on real performance metrics.

👋 Touchpoints: Build Stronger Client Relationships

Communication is key to successful coaching. Our new Touchpoints feature helps you:

  • Set and track communication goals

  • Monitor engagement with each client

  • Maintain consistent client interactions

  • View progress toward communication targets

Whether you're managing organization-wide goals or setting personal targets, Touchpoints helps you stay accountable and engaged with every client.

📱 Activity Feed: Stay Connected and Engaged

The redesigned Activity Feed gives you a real-time view of your clients' progress:

  • Filter by client or activity type

  • Track exercise sessions and lifestyle prescriptions

  • Monitor weekly check-in feedback

  • Celebrate successes with quick emoji reactions

It's never been easier to stay connected with your clients' journeys.

🎯 Coaching Services: Customize Your Client Experience

Our new Coaching Services feature lets you tailor your dashboard to each client's needs:

  • Specify services for individual clients

  • Track relevant metrics only

  • Streamline your view based on active services

  • Manage exercise, lifestyle, and consultation offerings

Try the Beta Today!

Want to experience these new features? The new dashboard is currently available in beta to allow time for coaches to adjust to the new utility and provide feedback.

Here's how to access it:

  1. Navigate to your Account Settings

  2. Select "Beta Features" from the menu

  3. Toggle on the new dashboard feature

We're continuously refining and improving based on your feedback, so don't hesitate to share your thoughts with us.

We're Here to Help

Have questions about the new dashboard? Our support team is here to help! Contact us at coachrx@opexfit.com for assistance or to share your feedback.

Looking Ahead

This dashboard update represents our commitment to making CoachRx the most powerful and intuitive coaching platform available. By bringing together these essential features in one streamlined interface, we're helping you focus on what matters most: delivering exceptional coaching experiences to your clients.

Keep up with all platform enhancements, view our roadmap, and submit feature requests here. 

Thank you for being part of the CoachRx community. Ready to transform your coaching workflow? Turn on the beta feature today and experience the future of coaching management with CoachRx.

START YOUR FREE TRIAL NOW.

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