Jacob Elliott

How to set up automations for you and clients

Automations

The Automations feature allows you to automatically trigger notifications based on client activity inside CoreCoach.

How to set up Automations

Feedback

Roadmap

Changelog

This folder contains all support articles related to logging in, managing access, and handling account authentication for CoreCoach.

Sign-In & Account Management

Create an account or access CoreCoach instantly using a secure magic link sent to your email.

Sign Up & Log In With a Magic Link

Use your Apple ID to quickly create an account or sign in to CoreCoach with a fast and secure flow.

Sign Up & Log In With Apple ID

Create an account or access CoreCoach instantly using your Google account for a fast and secure sign-in.

Sign Up & Log In With Google

How to log out of CoreCoach as a Client or a Coach

How to logout of CoreCoach

If you no longer wish to use CoreCoach, you can permanently delete your account from within the app.

How to delete your account on CoreCoach as a Client or Coach

Client

How to log your food

How to update your profile in CoreCoach as a client

How to Update Your Profile

How to update notification preferences, date format and measurement system

How to update settings in CoreCoach

How to log your habits in CoreCoach as a client

How to Log Habits

How to Log Habits From a Previous Day

How to connect apple help to your CoreCoach account

How to connect Apple Health

This article will show you how to download your nutrition plan as a PDF so you can save it to your device.

How to Download Your Nutrition Plan as a PDF

How to View Your Calendar as a Client

Client - Nutrition

How to edit your custom recipe in CoreCoach

How to manually add a custom recipe in CoreCoach

How to create a custom recipe in CoreCoach (Manually)

How to create a custom food (Manually)

How to edit custom food in CoreCoach

How to automatically a custom food in CoreCoach

How to create a custom food (automatically)

Client Training

How to start and log your workout in CoreCoach

How to log your workout

All documentation for coaches of how to use CoreCoach

Coach

Getting Started

How to add your first client into CoreCoach as a coach

How to add your first client

How to create a chat for individual or multiple clients in CoreCoach

How to create a chat with your client(s)

How to Edit Your Profile in CoreCoach

This lesson walks you through how to build and assign habits that actually capture useful client data

Overview of Habits, Forms, Photos, and Metrics

How to Access Support, Log Bugs & Provide Feedback

Learn how to create, manage, and deliver personalised client programs.

Training

How to assign a training plan to your client in CoreCoach

How to assign a training plan to your client

How to create a training plan in CoreCoach

How to create and assign a plan

How to Add a Video Link to an Existing Inbuilt Exercise

How to create and edit a custom exercise in CoreCoach

How to create/edit a exercise

How to create and edit a training cycle in CoreCoach

How to create a training cycle (Automatic)

A manual training cycle allows you to build out each day of the week by choosing specific workouts, rest days, and structure exactly how you want your client to train.

How to Create A Training Cycle (Manual)

How to create a workout

If you need to make changes to a client’s training plan after it has already been assigned, please read this carefully.

How to Update or Edit a Client’s Training Cycle or Plan

Nutrition

How to assigning nutrition plans to clients in CoreCoach

How to create & assign a nutrition plan to your client

How to create/edit a custom food in CoreCoach

How to create a custom food

This guide walks you through how to build or edit a nutrition plan using meals and individual food items. This method allows you to structure a client’s plan based on real foods and recipes, while automatically calculating calories and macronutrients.

How to Assign Food and Recipes to a Client Nutrition Plan

How to create a custom recipe in CoreCoach

How to create a custom recipe

Nutrition Free Logging allows your client to log their food without needing a structured nutrition plan or specific macro targets.

How to Turn On Nutrition Free Logging for a Client

How to Create a Nutrition Plan and Generate a Automatic Meal Plan

How to create/edit/delete services as a coach 

Services

Use this guide to create services that clients can purchase

How to Create a Service

Payments

Follow these steps to link your Stripe account to CoreCoach so you can accept payments from clients.

How to Connect Your Stripe Account

How to change payout frequency and also manage your stripe account

How to Manage Your Stripe Account

How to create/track client habits in CoreCoach

Habits

Creating habits and assigning the right items can feel a little confusing at first.

This article explains how habits work, how they connect to other features inside the app, and how to correctly assign them to clients.

Overview of Habits

Create custom habits for your clients so they can track progress, build consistency, and stay accountable inside CoreCoach.

How to Create a Habit

Assigning a habit in CoreCoach is simple and only takes a moment once your habit is ready to go.

How to assign a habit to your client

Habit plans allow you to group multiple habits together and assign them as a structured sequence for your clients.

How to Create a Habit Plan

Habit plans allow you to schedule and deliver structured habit sequences to your clients. This guide covers how to assign, manage, edit, duplicate, and delete your habit plans inside CoreCoach.

How to Assign and Mange Habit Plans

CoreCoach gives you full control over habit plans after they are created. This includes managing assigned clients, editing the plan, duplicating it, or deleting it.

How to Manage, Edit, Duplicate, and Delete Habit Plans

How to use Chat with a client in CoreCoach

Chat

CoreCoach lets you easily message clients through direct chats, group chats, or broadcast messages.

Create and Manage Chats With Your Clients

Forms

Forms allow you to collect information from clients either during onboarding, through a service assignment, or on a recurring basis through habits.

How to Create, Edit, or Delete a Form

Poses

Poses allow you to define visual references and instructions that can be assigned to exercises or used throughout your coaching workflows. CoreCoach includes a range of built-in poses, but you can also create your own at any time.

How to Create, Edit, or Delete Poses

Check-in photos are created and collected through habits in CoreCoach. Before assigning them to a client, you’ll need to ensure the poses you want to collect are set up and available to use.

How to Assign Check-In Photos to Your Client

Metrics

Metrics allow you to track client progress across custom measurements such as weight, sleep, energy, water intake, and more. CoreCoach includes many built-in metrics, but you can also create your own.

How to Create, Edit, or Delete Metrics

Health Integration allows your client to sync their health data (such as steps, activity, and other metrics) directly into the app.

How to Request a Client to Sync Their Health Integration

White Labelling

White labelling allows you to customise the look and feel of CoreCoach to match your brand.

How to Set Up White Labelling

How to add Team members/sub coaches into your CoreCoach Account 

Teams/Sub Coaches

This article will show you how to add sub coaches to your account, manage their permissions, and control visibility.