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How to use Settings in CoachNexa

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

⏱ About 5 min · Updated 25 Sep 2026

Here is how Settings works in CoachNexa, step by step.

  1. Open Settings

    Click Settings at the bottom of the sidebar.

  2. Complete your profile

    Fill in your full name, bio, profile photo, years of experience, niche and methodology. This information appears on your public booking page.

  3. Set up branding

    Under Branding, upload your logo and choose your brand colour. This white-labels the client portal and booking page with your identity.

  4. Add your UPI ID for payments

    Under Payment, enter your UPI ID (e.g. yourname@upi) and optionally upload a QR code image. These appear on every invoice you send.

  5. Configure your booking link

    Under Booking, paste your Calendly or TidyCal URL. This appears as a "Book a call" button on your public profile.

  6. Set notification preferences

    Under Notifications, choose which events trigger email or push alerts (new messages, invoice paid, client check-in, etc.).

  7. Save each section

    Each section of Settings has its own Save button. Scroll through all sections and save changes as you go.

  8. What your client sees — Prospects see your public profile & booking page

    Your name, bio, photo, niche and "Book a call" button appear on your public profile — the page prospects land on before they become clients.

  9. What your client sees — Clients see your branding across the portal

    Your logo and brand colour white-label the entire client portal, so every client sees your identity — not CoachNexa's — at login, on emails and on invoices.

  10. What your client sees — Clients receive the notifications you enable

    The notification preferences you set control which emails and push alerts your clients receive (session reminders, new messages, invoice receipts), keeping them engaged automatically.

Tip: Your profile photo and bio directly impact conversion on your booking page — use a professional photo and a clear one-line bio. Tip: You can customise the client portal domain under Settings → Branding if you're on the Growth or Premium plan. Heads-up: Changing your brand colour takes effect immediately for all clients — preview it on the booking page before saving.

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