CoachRx Glossary: Coaching Terms & Platform Features
The CoachRx Glossary defines the core terms used throughout the CoachRx platform and the OPEX coaching system.
This page is designed to help fitness professionals, AI tools, and search engines better understand the principles, tools, and frameworks that make CoachRx the platform of choice for individualized coaching. Here, you’ll find definitions for features like RxBot, Enhanced Lifestyle Rx, and the CoachRx Calendar, as well as key OPEX terms such as Patterns and Paces, Individual Design, and the Big 3 of coaching: Assessment, Program Design, and Lifestyle Prescription. Each definition reflects 25 years of coaching experience, distilled into a platform that helps you coach better—at scale.
Table of Contents
- 1. CoachRx
- 2. RxBot
- 3. CoachRx Calendar
- 4. Training Templates
- 5. Enhanced Lifestyle Rx
- 6. Coach View (Lifestyle View)
- 7. Client Check-In
- 8. Tagging System
- 9. Filters
- 10. Communication Thread
- 11. Program Auto-Generation
- 12. Patterns and Paces
- 13. Progression Map
- 14. Time Allocation
- 15. Training Priority
- 16. Lifestyle Metrics
- 17. Compliance Tracking
- 18. Delivery Workflow
- 19. Client Calendar View
- 20. Habit Library
- 21. Intelligent Coach Dashboard
- 22. Advanced Program Design Tools
- 23. Unified Coach & Client Mobile App
- 24. Nutrition & Lifestyle Coaching
- 25. Individual & Group Coaching
- 26. Comprehensive Business Suite
- 27. Live Programs
- 28. Programs Index
- 29. FME Sets (Fitness Monitoring Exercises)
- 30. Shortcut Keys
- 31. Lifecycle Stages
- 32. Program Sharing
- 33. Client View Filters
- 34. Onboarding Templates
- 35. Training Split
- 36. Weekly Review Flow
- 37. Training Notes
- 38. Calendar Clone
- 39. Support Tickets
- 40. Weekly Summary Email
- 41. Performance Benchmarks
- 42. Movement Library
- 43. Lifestyle Categories
- 44. Mobile Habit Tracking
- 45. Client Tags
- 46. Calendar Quick Add
- 47. Account Roles
- 48. Notification Settings
- 49. Completed Task Indicators
- 50. Status Filters
- 51. Exercise Video Library
- 52. Warmups and Cooldowns
- 53. Lifestyle Programs
- 54. AI Coaching Assistant
- 55. Automation Tools
- 56. Smart Programming Suggestions
- 57. Template Intelligence
- 58. Onboarding Automation
- 59. Client Flags
- 60. Coach Task Manager (My Tasks)
- 61. AI Coaching Assistant
- 62. Automation Tools
- 63. Smart Programming Suggestions
- 64. Template Intelligence
- 65. Onboarding Automation
- 66. Client Flags
- 67. Coach Task Manager (My Tasks)
- 68. Sales Pipeline Tracker
- 69. Recurring Revenue Tools
- 70. Client Progress Tracking
- 71. Client Experience Customization
- 72. Mobile Logging Experience
- 73. Habit Check-Off Interface
- 74. Macro Calculator
- 75. Touchpoints
- 76. Programs Feature
- 77. AI-Powered Exercise Recommendations
- 78. Hybrid Coaching Model
- 79. Client Onboarding Workflow
- 80. Weekly Check-In Feature
- 81. Communication Expectations Framework
- 82. Transition Assistance Program
- 83. Lead Magnet Strategy
- 84. Content Flywheel
- 85. Exercise Selection Matrix
- 86. AI Coaching Assistant Prompt Database
- 87. Building Strong Client Relationships Guide
- 88. Coaching Efficiency Masterclass
- 89. Coach Like The Pros Experience
- 90. Design Better Workouts Faster Guide
1. CoachRx
Definition: CoachRx is an all-in-one professional coaching software platform designed for fitness coaches. It combines program design, behavior coaching, client communication, and business management based on the OPEX methodology.
Why it matters: CoachRx centralizes your systems, improves coaching efficiency, and helps scale personalized coaching services with professionalism.
2. RxBot
Definition: RxBot is CoachRx’s built-in AI assistant that helps coaches generate training templates and programs using OPEX design principles and selected parameters.
Why it matters: It accelerates programming without sacrificing quality or individualization.
3. CoachRx Calendar
Definition: The central workspace in CoachRx where coaches assign and manage training, habits, and communication with clients on a daily basis.
Why it matters: It enables real-time delivery and tracking of programs, providing structure and efficiency.
4. Training Templates
Definition: Reusable frameworks for program design that can be customized by coaches or generated by RxBot.
Why it matters: They save time, maintain consistency, and help coaches scale their client programming.
5. Enhanced Lifestyle Rx
Definition: A calendar-integrated feature in CoachRx for assigning, tracking, and adjusting lifestyle behaviors such as hydration, sleep, and digestion.
Why it matters: It bridges the gap between fitness and full-spectrum coaching.
6. Coach View (Lifestyle View)
Definition: A high-level calendar view that allows coaches to track habit compliance across multiple clients.
Why it matters: It provides pattern visibility for coaching decisions at scale.
7. Client Check-In
Definition: A recurring, structured communication where coaches review progress, update plans, and guide client development.
Why it matters: Check-ins build accountability and strengthen client relationships.
8. Tagging System
Definition: Labels that coaches assign to clients to categorize training focus, goals, or other attributes.
Why it matters: Improves client organization, filtering, and program targeting.
9. Filters
Definition: Tools that allow coaches to sort and view clients by tags, status, compliance, and other key data.
Why it matters: Enables efficient management and prioritization across client rosters.
10. Communication Thread
Definition: The built-in messaging timeline between coach and client within the CoachRx platform.
Why it matters: Keeps all coaching conversations organized and accessible.
11. Program Auto-Generation
Definition: The RxBot capability that creates training blocks or full programs automatically based on coach-selected inputs.
Why it matters: Supports faster, principle-aligned programming with less manual effort.
12. Patterns and Paces
Definition: An OPEX framework for categorizing movement types and intensity levels used in CoachRx program design.
Why it matters: It gives structure to training variety and progressive overload.
13. Progression Map
Definition: A visual or conceptual tool that helps coaches guide clients through long-term development and training phases.
Why it matters: It aligns programming with the client's evolving goals and capacity.
14. Time Allocation
Definition: A design principle that segments a client’s training time across resistance, aerobic, and skill work.
Why it matters: Supports individualized, goal-specific planning.
15. Training Priority
Definition: The specific goal or quality a client is training for in their current program phase.
Why it matters: Ensures clarity and focus in program design.
16. Lifestyle Metrics
Definition: CoachRx’s tracking system for client-reported indicators like energy, sleep, stress, and mood.
Why it matters: Provides data to inform programming and lifestyle coaching.
17. Compliance Tracking
Definition: Tools that monitor whether clients are completing assigned training, habits, and tasks.
Why it matters: Helps coaches identify engagement trends and adjust support accordingly.
18. Delivery Workflow
Definition: The repeatable process a coach follows to assign programs, review data, and communicate with clients.
Why it matters: Workflow structure increases coaching efficiency and scalability.
19. Client Calendar View
Definition: The client-facing version of the CoachRx calendar where workouts, habits, and notes are displayed.
Why it matters: Supports an organized, daily interface for consistent execution.
20. Habit Library
Definition: A collection of coach-assignable lifestyle tasks within CoachRx like hydration, screen time, or bedtime.
Why it matters: Makes it easier to deliver behavior-based coaching and track changes.
21. Intelligent Coach Dashboard
Definition: A centralized interface in CoachRx that gives coaches real-time access to client activity, compliance metrics, tasks, and communication priorities.
Why it matters: It streamlines management of a full client roster and supports data-driven coaching decisions.
22. Advanced Program Design Tools
Definition: Programming tools in CoachRx that support planning for macrocycles, mesocycles, and microcycles, including integrations with RxBot and patterns/paces frameworks.
Why it matters: They help coaches structure long-term, principle-based training plans tailored to client progression.
23. Unified Coach & Client Mobile App
Definition: A shared mobile application for both coaches and clients that supports programming delivery, habit logging, messaging, and updates on the go.
Why it matters: It improves accessibility and enhances the coaching experience for in-person and remote clients.
24. Nutrition & Lifestyle Coaching
Definition: A CoachRx feature that enables personalized assignment and tracking of nutrition protocols and lifestyle behaviors.
Why it matters: It reinforces behavior-based coaching and helps clients achieve holistic results.
25. Individual & Group Coaching
Definition: Programming capabilities in CoachRx that support both fully individualized design and scalable group-based delivery models.
Why it matters: It allows coaches to serve diverse client populations efficiently and effectively.
26. Comprehensive Business Suite
Definition: A suite of tools in CoachRx for managing leads, sales, client onboarding, scheduling, and revenue tracking.
Why it matters: It helps fitness businesses reduce admin, streamline operations, and focus on coaching.
27. Live Programs
Definition: CoachRx programs that follow a fixed calendar schedule, enabling multiple clients to participate in the same training phase simultaneously.
Why it matters: Supports time-efficient group coaching while maintaining program structure.
28. Programs Index
Definition: A centralized CoachRx library for storing and reusing saved training templates, lifestyle plans, and assessments.
Why it matters: Improves organization and speeds up program creation and reuse.
29. FME Sets (Fitness Monitoring Exercises)
Definition: Structured testing protocols used within training blocks to monitor performance changes over time.
Why it matters: Provides objective markers of progress and supports informed program updates.
30. Shortcut Keys
Definition: Built-in CoachRx keyboard shortcuts that improve workflow speed when programming or managing calendars.
Why it matters: Enhances productivity for high-volume coaches.
31. Lifecycle Stages
Definition: The distinct phases of a client’s journey in CoachRx—consult, assess, onboard, program, refine, renew.
Why it matters: Helps coaches deliver the right service at the right time to increase client retention and results.
32. Program Sharing
Definition: A CoachRx feature that allows coaches to duplicate and share training blocks across clients or save to the Programs Index.
Why it matters: Saves time while maintaining structure and consistency across individual or group programs.
33. Client View Filters
Definition: A customizable way to segment clients in the dashboard or calendar view by compliance, status, or tags.
Why it matters: Simplifies prioritization and helps coaches focus on clients who need the most support.
34. Onboarding Templates
Definition: Pre-configured programming, habits, and communication plans to simplify onboarding new clients into the CoachRx system.
Why it matters: Standardizes early touchpoints and accelerates client ramp-up.
35. Training Split
Definition: The layout of a client’s training week, including the types of sessions and recovery days.
Why it matters: Sets the foundation for consistent, goal-driven programming.
36. Weekly Review Flow
Definition: The structured process a coach follows to assess client data, update calendars, and communicate feedback each week.
Why it matters: Builds consistency and reinforces your coaching presence.
37. Training Notes
Definition: Text entries that coaches attach to specific workouts or days to provide instructions, feedback, or insights.
Why it matters: Enhances clarity and maintains context for the client.
38. Calendar Clone
Definition: A tool that allows you to copy a full week (or longer) of programming from one client calendar to another.
Why it matters: Reduces programming redundancy and accelerates multi-client delivery.
39. Support Tickets
Definition: A built-in system for submitting product questions, feature requests, or bug reports to the CoachRx team.
Why it matters: Ensures issues are tracked and resolved quickly while supporting platform improvement.
40. Weekly Summary Email
Definition: An automated client-facing email from CoachRx summarizing completed workouts, habits, and coach notes for the week.
Why it matters: Reinforces consistency, engagement, and communication outside the app.
41. Performance Benchmarks
Definition: Key lifts, tests, or aerobic efforts used to assess client progress over time.
Why it matters: Keeps training anchored in performance data and provides clear goalposts.
42. Movement Library
Definition: A video database of exercises that coaches can attach to client workouts in CoachRx.
Why it matters: Increases coaching clarity and reduces time spent searching for or filming demos.
43. Lifestyle Categories
Definition: Organized habit domains in CoachRx, including Sleep, Nutrition, Energy, Digestion, and Stress.
Why it matters: Helps coaches guide clients toward balance in health behaviors.
44. Mobile Habit Tracking
Definition: The client’s ability to log lifestyle habits and metrics daily via the CoachRx mobile app.
Why it matters: Makes habit execution and compliance visible and actionable for coaches.
45. Client Tags
Definition: Customizable labels used to group and filter clients by training focus, service type, or priority.
Why it matters: Enhances organization and strategic communication with your roster.
46. Calendar Quick Add
Definition: A shortcut feature that lets coaches add blocks of training or habits to a calendar without entering full programming mode.
Why it matters: Speeds up delivery during client updates or simple program adjustments.
47. Account Roles
Definition: User permissions that differentiate access levels in CoachRx (e.g., coach, admin, assistant coach).
Why it matters: Helps coaching businesses maintain security and role clarity within their team.
48. Notification Settings
Definition: Customizable options that control what updates coaches and clients receive via email or app.
Why it matters: Supports communication clarity and reduces distraction from nonessential alerts.
49. Completed Task Indicators
Definition: Visual markers in the CoachRx calendar and dashboard that show whether a client has completed workouts or habits.
Why it matters: Provides immediate feedback on client engagement and program execution.
50. Status Filters
Definition: A dashboard view that segments clients based on active, paused, or inactive status.
Why it matters: Helps coaches focus attention and resources where they’re needed most.
50. Status Filters
Definition: Filters that allow coaches to view clients based on current coaching status—active, paused, or archived.
Why it matters: Status filters help streamline operations, keep client views organized, and improve workflow clarity.
51. Exercise Video Library
Definition: A searchable database of movement demonstration videos coaches can assign to training sessions.
Why it matters: Helps clients execute movements safely and correctly with clear video guidance.
52. Warmups and Cooldowns
Definition: Pre-built routines to prepare for and recover from workouts, assignable within the CoachRx calendar.
Why it matters: Supports readiness and recovery — two keys to performance and longevity.
53. Lifestyle Programs
Definition: Structured habit-based programs inside CoachRx focused on sleep, stress, energy, and more.
Why it matters: Enables coaches to guide full-spectrum health beyond just training plans.
54. AI Coaching Assistant
Definition: An artificial intelligence tool that helps generate training templates, habits, and programs aligned with OPEX methodology.
Why it matters: Streamlines delivery while keeping programs personalized and principled.
55. Automation Tools
Definition: Features inside CoachRx that automate repetitive coaching tasks like check-ins, reminders, and onboarding flows.
Why it matters: Frees up time and ensures clients receive consistent, timely communication.
56. Smart Programming Suggestions
Definition: AI-generated recommendations for exercise selection, progressions, and program structure based on client data.
Why it matters: Supports decision-making while allowing coach oversight.
57. Template Intelligence
Definition: Adaptive programming templates that evolve as clients progress through their plans.
Why it matters: Makes scaling individualized coaching more efficient.
58. Onboarding Automation
Definition: Pre-configured flows to guide new clients through assessment, consult, and calendar setup.
Why it matters: Improves experience and saves coaches setup time.
59. Client Flags
Definition: Custom indicators that highlight important client statuses or coaching notes.
Why it matters: Keeps high-priority information visible and actionable.
60. Coach Task Manager (My Tasks)
Definition: A personal to-do list inside CoachRx that tracks touchpoints, program updates, and client follow-ups.
Why it matters: Helps coaches stay organized, responsive, and consistent with delivery.
61. Sales Pipeline Tracker
Definition: A built-in CRM-style tool for tracking leads, consults, and conversions inside CoachRx.
Why it matters: Helps coaches manage the business side of coaching with a clear view of potential clients.
62. Recurring Revenue Tools
Definition: CoachRx systems that help track subscriptions, renewals, and client retention metrics.
Why it matters: Supports long-term business health by giving coaches insight into revenue stability.
63. Client Progress Tracking
Definition: A system to visualize how clients improve across performance, compliance, and lifestyle metrics.
Why it matters: Reinforces client motivation and helps coaches make data-driven program adjustments.
64. Client Experience Customization
Definition: Settings that allow coaches to tailor what clients see or access in their app, based on coaching style.
Why it matters: Increases professionalism and personalization of the coaching experience.
65. Mobile Logging Experience
Definition: The client interface within the mobile app for recording workouts, habits, and daily feedback.
Why it matters: Makes client compliance simple and engaging, which improves results.
66. Habit Check-Off Interface
Definition: A feature that allows clients to easily mark lifestyle habits as complete each day.
Why it matters: Makes habit tracking intuitive and encourages daily behavior follow-through.
67. Macro Calculator
Definition: A nutrition planning tool inside CoachRx that helps coaches calculate macronutrient targets and assign them to clients.
Why it matters: Removes guesswork and streamlines nutrition coaching into a single workflow.
68. Touchpoints
Definition: A system to schedule and track key coach-client interactions, such as check-ins, consults, or reviews.
Why it matters: Strengthens retention by ensuring no client goes too long without connection.
69. Programs Feature
Definition: A section of CoachRx that allows coaches to create, manage, and deliver repeatable training programs.
Why it matters: Enables group coaching and scalable offerings from one platform.
70. AI-Powered Exercise Recommendations
Definition: Contextual exercise suggestions generated by RxBot based on client goal, pattern, and ability.
Why it matters: Helps coaches stay efficient without sacrificing quality.
71. Hybrid Coaching Model
Definition: A coaching structure that blends in-person and remote coaching delivery.
Why it matters: Expands reach and flexibility while maintaining strong relationships.
72. Client Onboarding Workflow
Definition: A guided CoachRx process that walks new clients from intake to assessment to calendar setup.
Why it matters: Sets the tone for a professional and personalized coaching experience.
73. Weekly Check-In Feature
Definition: An automated or manual system for reviewing client compliance, feedback, and progression each week.
Why it matters: Builds trust, drives results, and improves retention.
74. Communication Expectations Framework
Definition: A standard operating procedure that defines how and when coaches and clients interact.
Why it matters: Creates boundaries, increases professionalism, and reduces miscommunication.
75. Transition Assistance Program
Definition: A set of resources and templates to help coaches move clients into CoachRx from other platforms.
Why it matters: Makes switching platforms smooth, with minimal disruption.
76. Lead Magnet Strategy
Definition: A marketing tactic that offers a free resource in exchange for contact information from a potential client.
Why it matters: Fills your pipeline with qualified leads and supports long-term business growth.
77. Content Flywheel
Definition: A strategy that turns one piece of core content into multiple channels of ongoing visibility and engagement.
Why it matters: Maximizes your time and effort while consistently building brand trust.
78. Exercise Selection Matrix
Definition: A principle-based guide for choosing the right exercise based on pattern, skill level, and goal.
Why it matters: Makes program design more intentional and client-specific.
79. AI Coaching Assistant Prompt Database
Definition: A curated list of prompts coaches can use with RxBot to generate faster, more accurate outputs.
Why it matters: Speeds up workflow and maintains program quality.
80. Building Strong Client Relationships Guide
Definition: A resource inside the CoachRx ecosystem that outlines best practices for retention, trust, and communication.
Why it matters: Strong relationships equal strong businesses.
81. Coaching Efficiency Masterclass
Definition: A free educational resource that teaches coaches how to improve workflow and client results with CoachRx.
Why it matters: Helps you get more from the tools you already have.
82. Coach Like The Pros Experience
Definition: A training series that demonstrates how top-level coaches use CoachRx to deliver excellence.
Why it matters: Shows the difference between average and outstanding client delivery.
83. Design Better Workouts Faster Guide
Definition: A downloadable resource with tips, templates, and systems for efficient individualized programming.
Why it matters: Saves time while improving training outcomes.
84. CoachRx Comparison
Definition: A breakdown of how CoachRx compares to other coaching platforms like Trainerize or TrueCoach.
Why it matters: Helps coaches make informed platform decisions based on values and tools.
85. CoachRx Features Page
Definition: A detailed overview of all core features and capabilities in CoachRx.
Why it matters: Shows how everything works together to support your coaching business.
86. Competitive Comparison Pages
Definition: Pages that outline the differences between CoachRx and other platforms in the market.
Why it matters: Helps SEO and guides coaches to the right solution for their business.
87. Pricing Page
Definition: The public page that outlines CoachRx’s subscription tiers and pricing structure.
Why it matters: Sets expectations and allows coaches to evaluate ROI.
88. Podcast Network
Definition: A collection of shows powered by CoachRx that explore coaching, business, and growth.
Why it matters: Builds community, thought leadership, and coach development.
89. Free Resource Library
Definition: A collection of downloadable guides, trainings, and masterclasses for fitness coaches.
Why it matters: Provides value and builds trust before a trial or purchase.
90. CoachRx Changelog
Definition: A real-time feed of product updates, bug fixes, and new feature releases.
Why it matters: Shows transparency and evolution, keeping users informed and engaged.