Getting Started

What should I create first - a Group, Course, or Module?
A module contains your training content. A course contains multiple modules, like a curriculum. A group is the delivery of your program.  You can s...
Wed, 9 Mar, 2022 at 7:17 PM
How can I attend the weekly training webinars?
Please join the Coaching Genie team on the first and third Tuesday of each month at 11am PT / 2pm ET to learn how to make the most out of the Coaching Genie...
Wed, 30 Jun, 2021 at 6:38 PM
How do I create personalized programs for 1-on-1 coaching clients?
To create a group for a 1-on-1 client: Step 1. Click on Create a New Group: Step 2. Use your client's name as the group name (e.g. "J...
Sat, 8 May, 2021 at 8:54 PM
How do I invite my clients to access my group programs?
For step-by-step instructions on how to invite clients to your group programs click on the article "How do I add my clients to my Coaching Genie group?...
Mon, 10 May, 2021 at 7:48 PM
How to attach, insert, or upload a PDF file in Coaching Genie?
Here are the steps to insert a PDF file into your module: Step 1 Inside the editor, click the Upload icon that looks like an upward arrow. Step 2 Lo...
Sat, 8 May, 2021 at 8:59 PM
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 shou...
Thu, 6 May, 2021 at 7:46 PM
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...
Fri, 26 Mar, 2021 at 6:03 PM
How do I schedule my live coaching calls for a group?
1. Go to “My Groups” and click on the “Welcome Page” icon for the group you want. Scroll down to the section called "Create Your Group Call Schedule B...
Wed, 7 Oct, 2020 at 8:49 AM
How do I know if my clients activated their account?
Click on the Members icon, and you’ll see a list of everyone who has confirmed their account. If you don’t see someone on the list, it’s because they never ...
Mon, 5 Oct, 2020 at 12:56 PM
I don't have content yet, how can I still use this platform?
You can use Coaching Genie even if you don't have any content or programs yet. You can set up a group, create a welcome page, and build a live coac...
Mon, 5 Oct, 2020 at 12:55 PM