The Ultimate CoachRx Quick Start Guide for New Subscribers.
Welcome to CoachRx, your coaching practice is now powered by industry leading technology and a deep understanding of the coaching profession. This comprehensive guide is your roadmap to leveraging CoachRx effectively, ensuring you and your clients thrive together. Let’s dive into this quick start guide so that you can maximize your free trial.
Welcome to CoachRx: Begin Your Coaching Transformation
From the moment you join our community, you commit to redefining the value of fitness coaching. CoachRx is not just a tool; it’s a commitment to excellence in coaching, providing you with an unmatched array of features and educational resources. Your success is our mission.
Maximizing Your CoachRx Free Trial Experience
Meet Your Coach Success Manager: Your introduction to CoachRx includes a warm welcome from your dedicated Coach Success Manager (CSM), Ashley. Watch this welcome video from Ashley, she will guide you in getting started on the right foot, ensuring a seamless transition to CoachRx.
Onboarding Webinar: Choose from three 30-minute sessions available daily, registration available inside your free trial.
1:1 Demo Call: Need more personalized guidance? Book a call with Ashley, scheduling available inside your free trial.
Transition Assistance: Migrating from another platform? Let us do the heavy lifting for you. We offer complimentary transition assistance to make your switch smooth and effortless. Information available inside your free trial.
Education & Resources Hub: CoachRx subscribers can access our EDU & Resources hub, a treasure trove of knowledge designed to enhance your coaching prowess. From case studies to courses to program design templates, it's all there to support your growth and confidence as a coach.
Get In & Get Programming
We offer complimentary transition assistance to make your switch smooth and effortless, more information is available inside your free trial. For now, we want you to get familiar with CoachRx and experience the difference during your free trial. Follow these 4 simple steps to adding clients and designing your first workout. If you would like a more detailed step by step tutorial you can download our Getting Started guide here.
Complete Your Coach Profile & Add New Clients:
The Coach Profile allows you to add your coaching business details and update your notification settings to match your workflow.
Name your organization or coaching business, drop in your url, add you logo, and business details
Set your minimum client touchpoint minimum (you'll learn more about this in upcoming emails, you can also learn more here).
Add your client consultation link for easy booking via the client mobile app
Personalize your coach notifications and preferred client settings
Import your client list or reply to this email if you would like transition assistance.
To add new clients post import, click the add client button and follow the prompts. We highly recommend using the tags feature on this screen, to help you organize and easily sort your client list as you program.
2. Manage Client Profiles:
The calendar view is where you can access and manage each client’s profile, along with delivering their program design. Simply click on the client’s name from the Clients screen to access. Be sure to keep the following client data sections up to date for programming efficiency and effectiveness.
Assessment & Metrics
Training Schedule & Equipment Lists
Priorities
Long-term, Short-term, & daily plans
Notes & Documents
Client Profile & Reminders
3. Design Training Programs:
Now it’s time to put pen to paper…or in this case, fingers to keyboard and design your first workout. Access the program design client calendar from your client’s profile and follow these steps:
Begin by clicking on the dumbbell icon to create a new workout and a title for the training day. This step is crucial for maintaining organization week-to-week and ensuring your client remains informed about their training cycle progress.
Include "coach notes" to offer context and brief your client on their workout. Take advantage of the LOOM integration to add videos, saving time while providing a personalized touch.
Incorporate a general or client specific warmup by either selecting an existing warmup from your Index or creating a new one. We highly recommend saving commonly used warm-ups as templates in the index section to maximize efficiency. Don't forget to attach the corresponding demo videos!
If you use the Daily Plan feature (located within the periodization feature), your daily priorities are conveniently located at the top of each daily cell in your client calendar as a quick reminder and to keep you on track as you design week-to-week.
Add new Exercises or Mixed Modal pieces, guided by the Daily Plan. For Exercises, utilizing the exercise box can save time as exercises will auto-populate based on what is stored in your exercise library. Include details such as tempo, reps, sets, and rest in the description box. The superset icon to join exercises and the cross arrow icon allows you to reorder them as needed.
Once the workouts are saved, your clients can now view their workouts in the CoachRx mobile app. Once logged in, the client will see the workout on their dashboard. They can click on the Calendar button to click into previous or upcoming sessions. If you experience a client not being able to see scheduled workouts, consider checking your visibility settings.
Watch a demo video here. If you need more guidance designing training programs, you can access our Getting Started Guide here for a more detailed step by step tutorial.
4. Client Experience Overview:
Familiarize yourself with both the Coach and Client mobile app for a seamless coaching journey.
Simply add yourself as a client (use same email address you used for your coach account, to easily toggle back and forth from your coach and client account), prescribe a workout in the program design calendar, download the CoachRx mobile app on iOS or Google Play store, login and view with client experience.
You can read more about the client experience and the CoachRx Mobile app here.
Bonus Points: Explore our business suite for service selling and client payment collection. Spoiler alert, in your next welcome email, we'll explore the business suite in more detail, so you can start selling your services and collecting payments efficiently. If you want to get a head you can review this article for a helpful overview of the business suite.
Streamlining Your Coaching Practice
Leverage the power of the Index and Dashboard to organize your coaching materials and monitor your coaching activities. By developing efficient systems and procedures, you can enhance your coaching quality and client satisfaction.
Efficiency and organization are pillars of a successful coaching business. CoachRx is here to help you develop robust systems and procedures:
Building Your Index: A crucial step to streamline your coaching materials.
Dashboard Familiarity: Keep track of your coaching at a glance.
Process Evaluation: Review metrics and identify areas for improvement to boost efficiency and client results.
The Index is the hub of your coaching business and is where you can create and store important templates, programs, and library resources that can be assigned across your entire client list.
Exercise Library
Lifestyle Prescriptions
Warmups & Cooldowns
Metrics Groups
Programs
Weekly Check-in Templates
Intake Forms
Documents
Your Dashboard will be your most frequently visited page in CoachRx. This page is set up with program design review and communication efficiency in mind, and we encourage you to click around and get familiar with how it flows.
Notifications
Client Communication
Compliance Metrics
Priorities
Activity Feed
If you need more guidance on how to maximize your dashboard or leverage and add to your index, you can access our Getting Started Guide here for a more detailed step by step tutorial.
Business Suite Mastery
Explore the full potential of our Business Suite, designed to minimize administrative tasks and maximize your coaching opportunities. From payment processing with Stripe integration to creating customizable sales pages, the Business Suite equips you with everything you need to grow your coaching business with ease.
Continue to leverage your CoachRx trial by exploring our Business Suite. It's designed to streamline your operations, making it easier to sell services, collect payments, and manage your business efficiently.
Business Suite Overview:
Payments: Set up hassle-free payment collection with our Stripe integration.
Storefronts, & Sales Pages: Easily sell your services with customizable sales pages.
Programs: Design and coach group programs with live or evergreen options, plus build custom sales pages to sell them online
Contracts and Waivers: Create, send and store contracts and waivers during your onboarding process
Organization Accounts: Manage your team of coaches and get insight into compliance, consultation rate, touchpoints, and other key retention metrics on the Coaches dashboard.
Payroll: Roll out payroll to your team, including different commission structures and one-off payments.
Watch the demo video here. If you need more guidance on setting up your business suite, you can access our Getting Started Guide here for a more detailed step by step tutorial.
Building Strong Client Relationships
Forge Deeper Connections:
At the heart of CoachRx are features tailored to deepen your client relationships. Utilize touchpoints, video messaging, and consultations to create a coaching experience that goes beyond the workout, fostering a sense of community and support.
Building strong client relationships is key to a successful coaching business. CoachRx offers features specifically designed to enhance your interaction and engagement with clients:
Comments and Messaging: Establish a foundation for communication (demo video 1, video 2).
Touchpoints: Increase client engagement and compliance (demo video).
Video Messaging: Personalize your coaching with face-to-face communication.
Consultations & Weekly Check-Ins: Have meaningful conversations to track progress and keep tabs on your clients' progress and wellbeing (demo video).
Reminders: Never miss an important date or event (demo video).
Custom Client Reports: Provide professional, branded updates (demo video).
If you need more guidance on building client relationships with these core CoachRx features, you can access our Getting Started Guide here for a more detailed step by step tutorial.
Bonus Points: Checkout our free video lesson and guide to Building Strong Client Relationships with CoachRx
Deliver An Unmatched Client Experience:
Familiarize yourself with both the coach and client mobile apps to ensure a seamless and engaging training journey. By experiencing CoachRx from your clients' perspective, you can tailor your coaching to meet their needs precisely.
The CoachRx mobile app allows your clients, and you, the ability to do everything you need to do—from delivering exercise and lifestyle prescriptions, to asking for and providing feedback, to daily communication, to updating information, booking consultations and tracking progress—all in one place. And all easily.
Simply add yourself as a client (use same email address you used for your coach account, to easily toggle back and forth from your coach and client account), prescribe a workout in the program design calendar, download the CoachRx mobile app on iOS or Google Play store, login and view with client experience.
You can read more about the client experience and the CoachRx Mobile app here.
Our Commitment to Continuous Improvement
CoachRx is committed to your continuous growth as a coach. With regular updates, a dynamic EDU & Resources hub, and dedicated support from our Customer Success Managers, we ensure you have the latest tools and knowledge at your fingertips.
CoachRx continually evolves, incorporating the latest technologies and coaching methodologies to keep you at the forefront of the fitness industry. From AI prompts to advanced program design features, we equip you with the tools to innovate and impact.
Transition Assistance
We understand that transitioning to a new platform can be daunting, which is why we offer comprehensive transition assistance. Let us do the heavy lifting, ensuring your move to CoachRx is smooth and effortless. More information is available inside your free trial or feel free to contact our team coachrx@opexfit.com
CoachRx is more than a platform; it’s a partnership in your coaching journey. As you explore the depths of what CoachRx has to offer, we remain committed to supporting you every step of the way. Coach better with CoachRx.
To your coaching success,
The CoachRx Team
