CoreCoach

Jacob Elliott

All documentation for coaches of how to use CoreCoach

Coach

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

Getting Started

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 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

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

Training

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

How to create a custom recipe in CoreCoach

How to create a custom recipe

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…

How to Build a Nutrition Plan Using Meals & Recipes

Nutrition 

Use this guide to create services that clients can purchase

How to Create a Service

Assigning a service to a client lets you send them a payment link so they can purchase the service and begin onboarding. Follow the steps below to assign any service.

How to Assign a Service to a Client

How to create/edit/delete services as a coach 

Services 

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

Payments

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 create/track client habits in CoreCoach

Habits

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

Create and Manage Chats With Your Clients

How to use Chat with a client in CoreCoach

Chat

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

Forms

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…

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…

How to Assign Check-In Photos to Your Client

Poses

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…

How to Create, Edit, or Delete Metrics

Metrics 

Find answers and get help from Intercom Support and Community Experts

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