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CoachingPortal Docs

Help for coaches running a workspace and clients using the portal day to day.

Use the left navigation to browse sections. On larger screens, the right panel shows the table of contents for the page you’re on.

Coaches — where to start

  1. Getting Started — signup, the onboarding wizard, and your first day.
  2. Coaching Playbook — recommended workflows for the first weeks of practice.
  3. Clients — invite, roster, status, and client detail.
  4. Feature guides as you need them:
  5. Setup — branding, calculations, check-in customization, and workspace settings.
  6. Reference — security, privacy, data export, AI credits, and referrals.

Clients

If your coach invited you to CoachingPortal, start here:

  • For Clients — portal overview and every client surface (meals, workouts, check-in, messages, and more).
  • Onboarding — accepting the invite and finishing the 5-step setup.
  • Mobile apps — iOS and Android install notes (also useful for coaches).

Workspace & products

Outside this site