Use the Documents feature to share important and helpful information

Program Design Pro Tip:

Streamline Info Delivery With Documents

Are you looking to enhance your client's experience and streamline your coaching process? The CoachRx Documents feature is a great solution to do so. Whether it's a Client SOP to set clear service expectations or on-the-road training guides or local healthy dining options, uploading documents to share with your clients ensures they're conveniently accessible in your client's CoachRx app.

By leveraging this feature, you provide your clients with immediate access to the information they need, fostering a more organized, informed, and engaged service offering. Equip your clients with everything from workout guidelines to nutritional advice right in their app. It's the small touches like this that compound and equal a better, more professional client experience.

To use this feature…

1. Upload documents in the Index section of the CoachRx web app under “Documents”. Note, these documents will be visible to all clients inside of your organization’s account.

2. Let your clients know what documents they have access to and provide context regarding what they are

*Bonus: you can upload private documents per client by uploading it to their profile by heading to their calendar→clicking ‘Notes/Documents’-->Uploading and making it visible to them.

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