FAQ

How can I stop a client's subscription?
If you have a client who paid for a subscription for your product created inside Coaching Genie, and is asking to cancel, you can easily do so from your Coa...
Mon, 12 Feb, 2024 at 7:34 PM
How to embed a PDF inside a module
If you would like to embed a PDF inside a module, you can easily do so. Watch the video below for a step-by-step tutorial. We highly recommend watching ...
Thu, 15 Feb, 2024 at 11:15 AM
Why is my client not receiving emails?
If your client isn't receiving emails, such as replay notifications, call reminders, module releases, etc. this could be due to several issues: The...
Fri, 16 Feb, 2024 at 1:57 PM
How to change the currency on a product
In Coaching Genie, you can select the desired currency for your product from options such as US dollars (USD), Canadian dollars (CAD), Euro (EUR), British p...
Fri, 16 Feb, 2024 at 2:00 PM
How to sort groups in your client's dashboard
If you would like your groups to appear in a certain order in your client's dashboard, you can easily sort them.   Please note: this feature is only...
Sun, 18 Feb, 2024 at 5:41 PM
Why is the Discussion forum not showing up in my group?
If the discussion forum is absent or appears inactive (greyed out or unclickable) on your clients' dashboards or your own coach dashboard, it indicates ...
Wed, 21 Feb, 2024 at 8:36 PM
How to delete a collaboration or accountability partner
To remove previously assigned collaboration partners from your group, you can easily delete them at any time. Take note that this article is only applic...
Wed, 21 Feb, 2024 at 8:35 PM
Will clients lose access to programs when I cancel my subscription?
Upon cancellation of your Coaching Genie subscription, your clients will no longer have access to the materials available on their dashboard.  However, ...
Wed, 21 Feb, 2024 at 8:34 PM
How do I attach a file when emailing clients?
If you would like to attach a file when manually sending emails to clients or to your group members, you will first need to make sure you have already made ...
Wed, 21 Feb, 2024 at 8:32 PM
How to Create an Onboarding Sequence for Your Group
Onboarding Sequences are a series of emails that will be automatically sent to your clients during the program. Some examples for how you can use onboar...
Tue, 6 Aug, 2024 at 9:24 PM