Guides & how-tos for coaches

Getting started with CoachNexa in 20 minutes

Set up your coaching workspace, add a client, and create your booking page — a step-by-step quick start for new coaches.

⏱ 20 min read

How to add a client and invite them to their portal

Add a client and give them a secure, mobile login to view goals, log habits, read notes, message you, and pay invoices.

⏱ 5 min read

How to set up your public booking page

Create a shareable page where prospects pick a package, choose a time, and book a session with you — synced to your calendar.

⏱ 10 min read

How to create and send an invoice (UPI, cards & more)

Bill a client professionally and collect payment online via UPI, cards, or bank transfer using Razorpay or Stripe.

⏱ 7 min read

How to track client goals and habits

Set client goals with milestones, build daily habits with streaks, and let clients log progress from their phone.

⏱ 8 min read

How to run a group coaching program

Create a group, add clients, and run a shared community feed with group goals, habits, and a leaderboard.

⏱ 9 min read

How to send coaching assessments to clients

Assign built-in assessments — Ideal Client Avatar, Niche Finder, Values, Ikigai, SWOT and more — and review the results.

⏱ 6 min read

How to white-label CoachNexa for your brand

Put your brand name, colour, and logo on the client experience so clients see you, not CoachNexa. Available on Premium.

⏱ 6 min read

How to create and send a coaching contract

Send a professional coaching agreement and collect a legally-binding e-signature from your client.

⏱ 6 min read