How to use Assessments in CoachNexa

Open Assessments

Click Assessments in the sidebar. You'll see the full library of built-in assessments (ICA, DISC, Values, SWOT, Goals, Purpose, Ikigai, Niche Finder) and any custom ones you've created.

Choose an assessment for a client

Click on an assessment to see its description and what insights it produces. Click Assign to Client and select which client should complete it.

Send the assignment

The client receives a notification and sees the assessment in their portal. It guides them step-by-step through the questions.

Review the completed results

Once the client submits, you receive a notification. Click the client's completed assessment to see their full report with scores and insights.

Use results in your sessions

The insights from assessments (e.g. DISC profile, top values, SWOT analysis) are visible on the client's profile permanently — reference them in any future session.

Share results with the client

Click Share Report with Client to make the assessment results visible in their portal. Clients often find these insights transformative.

Create a custom assessment

Click + New Assessment to build your own questionnaire with custom questions, scoring and categories.

What your client sees — Client receives an assessment notification

When you assign an assessment, the client gets an email notification and sees it on their Assessments page in the portal with a Pending badge.

What your client sees — Client completes the assessment step by step

The assessment guides the client through each question at their own pace. They can save progress and return later — it doesn't need to be completed in one sitting.

What your client sees — Coach is notified when complete

When the client submits, you receive a notification and the assessment moves to Completed in your list. You can then view the full report and choose to share it back with the client.