How to use Groups in CoachNexa

Open Groups

Click Groups in the sidebar under the Clients section. You'll see all your coaching groups as cards, each showing its member count.

Create a group

Click + New Group (or + Create your first group). Give it a name (e.g. "Q3 Accountability Pod"), an optional description, and save.

Add members

Open the group and click + Add in the Members panel. Select existing clients to enrol them. They instantly gain access to the group space in their portal.

Post an announcement

Use the discussion box ("Write an announcement for the group…") to broadcast a message to every member at once. Everyone sees it in their portal and is notified.

Schedule group sessions

In the Group Sessions panel, add a shared session with a date, time and meeting link. All members receive the invite and reminders automatically.

Share resources

Attach files or links in the Shared Resources panel — worksheets, slide decks, recordings. Every member can download them from their portal.

Use the leaderboard

The Challenge Leaderboard ranks members by habit streaks and XP, adding friendly competition. Toggle it on per group to boost engagement.

Run a waitlist when the cohort is full

Turn on Waitlist mode and the join page collects names instead of payments — right for a cohort that is full or has not opened yet. Person by person you can send an invite link only they can use (it expires, and so does any call credit attached to it), or send them a paid consultation call link instead.

What your client sees — Client sees the group in their portal

Once added, the client sees the group on their Community / Groups page with its description, members and shared content.

What your client sees — Client joins discussions & sessions

The client can read announcements, reply in discussions, download shared resources and join group sessions directly from the meeting link in their portal.

What your client sees — Client climbs the leaderboard

As the client keeps habit streaks and earns XP, they move up the group leaderboard — a motivating, visible record of their consistency alongside peers.