Frequently Asked Questions

 

How do I bulk add clients?

Before importing clients you need to prepare a CSV file for your import. The fields that your file must contain are…

Firstname,Lastname,Email,PhoneNo,Address,Country,State,City,Zip

Note that the order of these fields MUST stay the same as the above list.

You can Bulk Import clients by navigating to the Companies screen and then clicking on the Clients button (below). Note that only users that have Company User rights for a company will have access to this screen. If you’re a coach and you don’t see the “Companies” menu at the top of your screen then you’ll need to get your Company User to import the clients for you.

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At the bottom of your client list you’ll have see the Import Clients button. Note that this button won’t appear if you’ve already loaded your maximum number of clients as per your Coaching Logic plan.

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Click on this button to go to the Import screen.

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From here you can select your upload file with the “Select File” button and then click the “Upload File” button. This will then import the selected file.

How do I guarantee my private clients are kept apart from my coaching company?

When you load your clients you need to load them into a company created for your private clients. Clients within a company are kept private from any other company within the system.

In other words, Coaches and Company Users from one company cannot see any other data from another company unless they have been given specific permissions to that company as well.

How do you save passwords?

All passwords are encrypted using the 256bit Advanced Encryption Standard (AES). AES is a specification for the encryption of electronic data established by the U.S. National Institute of Standards and Technology (NIST) in 2001.

AES became effective as a US federal government standard on May 26, 2002 after approval by the Secretary of Commerce. AES is included in the ISO/IEC 18033-3 standard. AES is the first (and only) publicly accessible cipher approved by the National Security Agency (NSA) for top secret information when used in an NSA approved cryptographic module.

Where do I find help?

There are various ways in which you can get help in Coaching Logic.

If you’re reading this then you’ve found our frequently asked questions section.

We also have a great set of tutorials that cover a wide range of tasks in the system in our support system. These documents guide you step-by-step through various tasks and cover overall processes.

When you’re on any specific screen in Coaching Logic you can get help on that screen by clicking on the help link at the top of your screen and then the “help with this screen” link.

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this will open up a help section at the bottom of the screen giving some more details of that specific screen.

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If you need more help? Then click here to go to our support system to log a support ticket.

What is your continuity planning? How do you guarantee availability?

Data security and availability is of the utmost importance to us. You can read here about our policies.

Help-Desk