Getting Started

Modules Explained: Everything you need to know about modules!
Here's a list of helpful articles about how Module works, how to create them, and other related topics: What do modules look like? What shoul...
Thu, 6 May, 2021 at 7:46 PM
How do I know if my clients activated their account?
Under "My Groups", find the group you want to check and click on the Members icon to see a list of everyone who has confirmed their account.  ...
Fri, 20 Oct, 2023 at 10:23 AM
Live vs Evergreen: What is the difference between a Live and Evergreen group
Use the "Live" option when your coaching program includes both, modules and live calls. You should also use this option when you want your clients...
Tue, 1 Aug, 2023 at 12:49 PM
How to attach, insert, or upload a PDF file in Coaching Genie?
There are 2 ways that you can insert a PDF file into your module. Option 1: Upload the file directly Step 1. Inside the simple editor, click the ...
Fri, 14 Jul, 2023 at 2:30 PM
Can I create an email-based coaching program without live calls?
Yes, you can. Just choose "Live" as the group type when setting up your program and check the box for "Deliver modules via email". You d...
Fri, 14 Jul, 2023 at 1:47 PM
How can I attend the Tuesday training webinars?
Please join the Coaching Genie team to learn how to make the most out of the Coaching Genie platform and to get your questions answered! Each training is fo...
Fri, 30 Dec, 2022 at 4:40 PM
How do I create a new course?
Step 1: Start by creating a new course under My Courses.  Step 2: Under 'Available Modules' tab, select the modules you want to add to your c...
Fri, 11 Nov, 2022 at 9:41 AM
When sending out email, does it show our business email address as the sender?
Your clients will receive the emails from system@coachinggenie.com "masked" behind your name. However, if they hit REPLY, your own email will appe...
Mon, 22 Aug, 2022 at 7:40 PM
How do I share a course with my clients?
In order to share a course with clients, you must first create a group then assign the course to it.  Step 1: Create a new group. Go to 'My Groups&#...
Thu, 18 Aug, 2022 at 9:41 PM
How do I set up a new group?
To create a new group, login to your Coach account and follow these steps:   1) Click 'My Groups' and then 'Create New Group': ...
Thu, 21 Jul, 2022 at 12:25 PM