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 use Dashboard in CoachNexa

Your practice at a glance — clients, sessions, revenue and tasks all in one view.

⏱ 4 min read

How to use Settings in CoachNexa

Set up your coaching profile, branding, payment details and notifications — everything your clients and prospects see.

⏱ 5 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 use All Clients in CoachNexa

Manage your entire client roster — add, invite, view profiles and track engagement.

⏱ 5 min read

How to use Goals in CoachNexa

Set SMART goals with milestones and track client progress toward meaningful outcomes.

⏱ 5 min read

How to use Habits in CoachNexa

Build daily routines for your clients with streak tracking, reminders and challenge mode.

⏱ 5 min read

How to use Pipeline in CoachNexa

Track every lead from first contact to signed client — so no prospect ever falls through the cracks.

⏱ 3 min read

How to use Assessments in CoachNexa

Assign science-backed coaching assessments to clients and receive structured insights that guide your sessions.

⏱ 5 min read

How to use Groups in CoachNexa

Run group coaching programmes — shared sessions, leaderboards, discussions and resources for many clients at once.

⏱ 6 min read

How to use Metrics in CoachNexa

Track any measurable client data — weight, steps, sleep, mood, revenue — with charts that update as clients log readings.

⏱ 5 min read

How to use Contracts in CoachNexa

Send professional coaching agreements for e-signature — so every engagement starts on clear, signed terms.

⏱ 5 min read

How to use Welcome Letters in CoachNexa

Greet every new client with a warm, branded welcome letter — automatically personalised with their name.

⏱ 5 min read

How to use Intake Forms in CoachNexa

Collect everything you need from new clients up front — goals, history, preferences — with custom intake questionnaires.

⏱ 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

How to use Sessions in CoachNexa

Schedule, log and review every coaching session — with notes, recordings and action items.

⏱ 5 min read

How to use Assignments in CoachNexa

Assign between-session homework to clients and track completion in real time.

⏱ 5 min read

How to use Session Notes in CoachNexa

Capture what happened in every session — private coaching thoughts for you, summaries you can share with clients.

⏱ 5 min read

How to use Session Templates in CoachNexa

Pre-build reusable session agendas so every call has structure and you never start from a blank page.

⏱ 3 min read

How to use Board in CoachNexa

A Kanban board to organise your own coaching work — ideas, content, admin — in drag-and-drop columns.

⏱ 3 min read

How to use Invoices in CoachNexa

Create, send and track professional invoices — with UPI, card and bank transfer support.

⏱ 5 min read

How to use Packages in CoachNexa

Create coaching packages — session bundles with a price — that clients can book and pay for directly from your public page.

⏱ 5 min read

How to use Availability in CoachNexa

Define when you're open for coaching sessions so clients can self-book from your public booking page.

⏱ 5 min read

How to use Bookings in CoachNexa

See every session request, confirm bookings and sync with your calendar — all in one place.

⏱ 4 min read

How to use 12-Week Tracker in CoachNexa

Run a structured 12-week programme — weekly scores, reflections and an income chart — for yourself or your clients.

⏱ 5 min read

How to use Analytics in CoachNexa

See the health of your whole practice at a glance — revenue, client growth, sessions, goals and habit trends.

⏱ 3 min read

How to use Weekly Report in CoachNexa

A ready-made weekly snapshot of client activity and wins — perfect for your Monday review.

⏱ 3 min read

How to use Testimonials in CoachNexa

Collect, manage and showcase client testimonials to build trust and win more clients.

⏱ 5 min read

How to use Growth Tools in CoachNexa

Curated tools and integrations to grow your coaching business — funnels, webinars, courses and more.

⏱ 3 min read

How to use Messages in CoachNexa

Chat directly with your clients inside CoachNexa — secure, threaded and always in one place.

⏱ 4 min read

How to use Nudges in CoachNexa

Automate gentle reminders that keep clients on track — without you having to chase them manually.

⏱ 4 min read

How to use Broadcasts in CoachNexa

Send one message to many clients at once — announcements, tips and updates, delivered in seconds.

⏱ 4 min read

How to use Community in CoachNexa

Build a private community feed where clients share wins, ask questions and support each other.

⏱ 4 min read

How to use Resources in CoachNexa

Build a library of workbooks, guides and links — and share them with clients in one click.

⏱ 4 min read

How to use Courses in CoachNexa

Deliver structured, self-paced learning to clients — link your existing course or build a path inside CoachNexa.

⏱ 5 min read

How to use Worksheets in CoachNexa

Create fillable worksheets clients complete in their portal — check-ins, reflections and exercises.

⏱ 4 min read

How to use Journal in CoachNexa

A private space for your own reflections, observations and ideas as a coach.

⏱ 3 min read

How to use Team Members in CoachNexa

Invite assistant coaches and staff into your workspace — with the right access for each role.

⏱ 3 min read

How to use Team Board in CoachNexa

A shared Kanban board for your whole team — assign tasks, track work and stay coordinated.

⏱ 3 min read