Getting started

CoachFile is a private client memory system for coaches. It turns the messy notes you already keep, in Word documents, Google Docs, or folders, into organized client timelines, so you never walk into a session cold again. It organizes what you give it. It does not invent client details.

Your first few minutes

After you sign in, you land in your dashboard. A short guided tour opens the first time, and you can replay it any time from Settings. There are two ways to get your clients in:

• Add one by hand. Use the Add client button to enter a client and your notes directly. See Adding your first client.
• Import existing notes. Upload your old documents and let CoachFile organize them for your review. See Importing existing notes.

We recommend importing one client first to see how it works, then bringing in the rest.

Finding your way around

• Clients is your directory of people, with search, filters, and a profile panel for each.
• Sessions is the running log of your work together.
• Import is where you bring in existing notes.
• Insights shows patterns across your practice.
• Help in the sidebar is always there if you get stuck. Press the question-mark button any time to see keyboard shortcuts.