Upcoming Coachmetrix Webinars

Join us for the next Coachmetrix virtual onboarding demo! During this 45 minute session, we’ll share best practices, answer your questions and help you get your projects setup. Simply reply to support@coachmetrix.com if you’d like to participate and we’ll send you a meeting invite. Below is the upcoming schedule:

November 2nd 12:30 – 1:15 pm MST
November 9th 11:00 – 11:45 am MST
November 30th 12:00 – 12:45 pm MST

Reach out anytime if we can support you in any way, and please let us know how your experience with Coachmetrix is going. We love your feedback!

Saving Time and Effort Using Templates

Do you ever find yourself sending almost the same exact message in your coaching engagements? For example, maybe your pre-coaching session message or post coaching session follow-up is similar across clients and projects.

We developed the template functionality to save you precious time and effort and reduce the need to recreate discussions over and over. With the new templates feature, you can simply draft a discussion message once and select it any time you create a similar discussion in the future. The templates can also be modified to customize your message for individual clients.



And, you could even combine the template feature with the “schedule a discussion for later” feature to create an automated nurturing sequence throughout your engagement.

Template Schedule

Check it out and let us know what you think!

Click Here for More Information on Discussion Templates.

Mobile Device Shortcuts

Coachmetrix was developed to be easily accessible and function on any mobile device. You can save a shortcut to the website on your phone/pad and it works just like an app.


  1. Login to the Coachmetrix website
  2. Tap on the bookmark icon
  3. Select Add to Home Screen (scroll on bottom row)
  4. Select Add (top right corner)
  5. The Coachmetrix shortcut will now appear on your home screen

Other Smart Phones

  1. Login to the Coachmetrix website
  2. Press the Menu button (either below the screen on some devices or at the top right corner of the browser)
  3. Tap Add to Home Screen
  4. Click “OK”
  5. The Coachmetrix shortcut will now appear on your home screen

Click Here For More Information on Mobile Shortcuts.

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