CoachFile
All documentation
  • Getting started
  • Adding your first client
  • Importing existing notes
  • Customizing fields
  • Building templates
  • Sessions and note-taking
  • Insights and reporting
  • Billing and subscriptions
  • Security and privacy
  • API access

Documentation

Plain-language guides for getting the most out of CoachFile. Written for coaches, not engineers. Pick a topic below, or email support@coachfile.app if you cannot find what you need.

  • Getting started

    What CoachFile is, and the first few minutes after you sign in.

  • Adding your first client

    Create a client by hand and record your first session notes.

  • Importing existing notes

    Bring in your old documents with the migration tool, then review what it organized.

  • Customizing fields

    Tailor the demographic and detail fields you track on every client.

  • Building templates

    Save reusable session structures so logging notes is faster.

  • Sessions and note-taking

    Log what happened, schedule what is next, and let CoachFile remind you.

  • Insights and reporting

    See patterns across your whole practice at a glance.

  • Billing and subscriptions

    How the free preview, the paid plans, and the money-back guarantee work.

  • Security and privacy

    What we protect, who can see your data, and your rights.

  • API access

    Programmatic access to your CoachFile data. Coming in a future release.

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