Help Center
How to use CoachOS
Short, step-by-step guides with real screenshots — for coaches running their roster and for clients using the app.
For Coaches
Getting Started
- How to set up your coach accountCreate your CoachOS coach account, then complete the short profile setup so your workspace is ready for clients.
- How to add a clientInvite a client to CoachOS by email, optionally attach a starter program or nutrition plan, and track the invite until they sign up.
- Understand your dashboardWhat every section of the CoachOS dashboard means — today's focus, alert tiles, the client radar, and the check-in and message queues.
- How to customize your client intake formChoose what new clients are asked when they accept your invite: standard fields, your own questions, and the trackers they start with.
Clients
- How to manage your client rosterUse the Clients tab to see everyone at a glance, track pending invites, search your roster, and archive former clients.
- How to read a client profileNavigate a client's profile: the overview with compliance and streaks, the workout calendar, and your private coaching notes.
- How to message a clientUse Chat to message clients: find unread threads, read the conversation, and reply without leaving CoachOS.
- How to set client goalsCreate measurable goals on a client's profile — with a type, target, deadline, and optional auto-tracking from a linked tracker.
- How to log a workout for your clientRecord sets, reps, and weights on a client's behalf — for in-person sessions or when they forget to log.
- How to send a broadcastSend one announcement to every active client at once from the dashboard — for schedule changes, program updates, or a Monday kick-off.
Programs & Nutrition
- How to build a training programCreate a training program in CoachOS: set up the details, drop workouts from your library onto the weekly calendar, and save.
- How to assign a program to a clientAssign a training program to a client with a custom start date — the program appears on their calendar immediately.
- How to build a nutrition planCreate a reusable nutrition template with calorie and macro targets, then assign it to clients from the Nutrition tab.
- How to manage your exercise libraryBrowse, search, and filter the exercise catalog — and create your own custom exercises with muscle and equipment metadata.
- How to recommend supplementsBuild a supplement library with usage notes and affiliate links, then assign recommendations to individual clients.
Check-Ins & Automations
- How to build a check-in formCreate a recurring check-in form with the fields you want, assign it to clients, and manage reusable trackers for metrics.
- How to set up an automationCreate automation rules that message clients automatically — after missed workouts, overdue check-ins, or inactivity — with quiet hours and rate limits.
- How to collect progress photosAdd a photo field to your check-in form, review submissions in the photo gallery, and compare check-ins side by side.
AI
- How to use AI ToolsRead the AI Tools dashboard: pattern detection across training, recovery, and chat, and how to act on a detected pattern.
- How to use the AI Program BuilderGenerate a complete training program from a text prompt or an imported PDF, refine it in chat, and save it to your library.
- How to edit a program with AIDescribe a change in plain English — the AI Edit panel previews the exact program changes before you apply them.
- How to ask the AI AssistantOpen the Command Center and ask questions about one client or your whole roster — it reads trackers, programs, check-ins, and messages.
For Clients
Getting Started
- Accept your coach's inviteTurn your coach's invite email into a CoachOS account so you can see your program, log workouts, and check in.
- Get around your appA tour of your CoachOS client app — today's workout, your program, check-ins, and where everything lives.
- Connect your Oura ringLink your Oura ring so your sleep, HRV, and readiness sync into CoachOS for you and your coach to see.
Training & Tracking
- How to log your workoutRecord your weights and reps for each exercise as you train — CoachOS saves automatically as you go.
- How to submit your check-inFill out the check-in forms your coach sends — weight, energy, sleep, and progress photos — so they can adjust your plan.
- How to track your progressSee your goals, your tracked metrics, and your lift history in one place under Progress.
- How to message your coachChat directly with your coach inside CoachOS — questions, updates, or a heads-up about your week.
- How to view your nutrition planSee the meal plan your coach built for you, check your daily targets, and request changes when something isn't working.
- How to pay your coachPay open charges from your coach and manage your coaching subscription from the Payments tab.
