EFFORTLESS CLIENT ONBOARDING AND IMPORTING

Has the fear of change, or the dread of learning something new, ever stopped you from making a change, even if you knew the change would be better long-term? Or at the very least, has it caused you to procrastinate? 

You’re not alone. And never is this more true than when it comes to technology.

Maybe it’s even the reason you’re still sending your clients their programs each week in a clunky Google sheet…

It’s what you’re all used to, and changing to a more efficient system sounds daunting. Worse still, maybe those two clients who aren’t that compliant will finally just quit on you if you ask them for their credit card number again for a new billing system in a new app.

We get it. Teaching old dogs new tricks, so to speak, can feel overwhelming, but like all things you procrastinate, when you actually do it, it’s not that bad!

And when it comes to switching an entire book of existing clients to CoachRx, or onboarding and introducing new clients to CoachRx, it couldn’t be more seamless.

HOW TO IMPORT EXISTING CLIENTS TO COACHRX

Importing a book of existing clients is as easy as heading to the Import Clients section in your settings on CoachRx and selecting mass import. 

Note: If you’re importing from TrueCoach, there’s a simple five step process laid out for you, and if you’re importing from scratch, all you have to do is download a spreadsheet that we also provide you with, upload the file and then import. 

After this has been done, your clients will all receive a welcome email and invite to CoachRx, which asks them to download and sign up for CoachRx with a username and password.

Have 50+ clients? We offer migration assistance to import your client list, exercise library and more. Start your free trial and connect with our support team to get underway. 

HOW TO ADD NEW CLIENTS

Adding new clients is even easier on CoachRx.

Simply hit add client and then begin filing out their basic information: first name, last name, sex, their time zone, as well as whether they prefer imperial or metric units in their exercise prescriptions (the system will convert for you to match the client’s preference). Finally, if you’re going to be using the payroll function in the Business Suite on CoachRx, you’ll also have the option to select the commission type, which will make doing payroll a whole lot easier. 

Once again, the client will then receive an email invite, as well as all the instructions they need to download the mobile app and get started on CoachRx. These instructions will also allow them to add things like the equipment they have access to, their schedule, along with other pertinent information that will make designing their program more efficient for you.

Note: CoachRx also houses intake forms for new clients to fill out prior to their initial consultation. You’re free to use the one CoachRx provides, or you can create and upload your own file.

PRO TIP FOR THE COACH

Once clients are in the system, you can easily access and manage all of your clients’ details and data through the calendar view, which gives you access to things like their assessment data, fitness monitoring exercises (FMEs), their schedule, equipment list, and your long-term and short-term plans for them.

WHY IT’S BETTER THAN ANYTHING ELSE ON THE MARKET

Right now, are you proud of the experience a new client receives from a software perspective? 

Or is it as primitive as telling them to fill out the clunky form you created and emailed to them, and then to wait for you to share their first week of programming with them in Google sheets?

Or maybe you are using an app that’s OK, but it’s still not a one-stop shop. You still have to email each new client an intake form separately, and then enter their billing info into another system. And you're still constantly fielding all kinds of technical questions from them.

This is truly what sets CoachRx apart: From delivering and housing the client’s intake form, to booking their first consultation, to gathering important information about them, to housing their assessment details, taking their payment and communicating every step of the way, CoachRx does it all. 

In short, CoachRx creates a polished, professional experience that’s impressive to the new client, and efficient and time-saving for you.