So the next task is checking your business name is correct, uploading your logo and creating a subdomain.
Your organization name and logo will show on the Home tab within the client app and the top navigation bar on the desktop and login screen.
Organization Settings
Click your initials (or photo) in the bottom left of the sidebar and then click on Settings.
Select the Organizational Settings tab.
Organization Name
You added your business name during the sign-up process, but you can change it here, if needed, in the Organization Name box.
Custom Subdomain
Next, add a custom subdomain. Although your clients will mostly use the MyCoach app, for those clients who prefer using a desktop device, this creates a custom URL that sends them to a branded login page.
Logo
Click on either the Change File button or the Upload a File option on the right-hand side. Select your file from your device.
Top tip: Square logos with a white background look best.
Theme Color
You selected a theme color during the sign-up process, but you can change it here if needed.
Save Changes
Finally, press Save in the bottom right-hand corner to finish.
Compliance
Lastly, on the Organization settings page, you will see three boxes for compliance. You don't need to make any changes here right now, but you might want to in the future.
When you are looking at your client list in the Clients tab, you can filter based on their compliance and whether they are at risk.
In Organization Settings, you can change the percentage thresholds for low and high compliance. These are set at 0.6 (60%) and 0.75 (75%), respectively, by default.
You can also set the numbers at days for when a client would be At Risk (how many check-in days they have missed in a row). This is set to 3 days by default.
Filtering clients by compliance will allow you to send bulk messages to those clients - which makes coaching faster and easier!
Now, let's set up your profile...
3. Edit Your Profile
How to edit your profile and add a photo.