FAQs 👇
Demo
🆙 Do you have a demo Video?
Yes, you can watch a complete demo video where all the features and capabilities of upcoach are shown 👇
https://upcoach.com/thank-you-demo/
Usage
🆙 I have 1on1 coaching programs, can I create separate content for each of my clients?
Of course, you can. In your 1on1 coaching programs, you can use the same content for more than one client or create separate content for each client. It totally depends on your preference
🆙 Can I bulk-upload tasks for each client?
Right now, there isn’t an option to add multiple tasks at once, and you can’t add tasks before the clients are in the program. However, there is a workaround - you can create a course and add tasks to each lesson. Depending on how many tasks you want to add and at what interval, you can set the course drip option as Manual Release. Once you add this course to your program and your clients are also added there, their tasks will appear as soon as you unlock the lessons in the course.
🆙 Do I need to install anything?
"Lucky for you we’re a no-code platform, which means you don’t have to install anything.
Just sign up and start making your coaching life easier."
🆙 Do you have templates or something I could use to get inspiration?
"Of course, we do! We have libraries of different templates:
Program templates
Agenda Templates
Smart Doc templates
You can simply copy any of these and add necessary changes so the template fits your needs."
🆙 Can I receive payments from my clients?
You can use any payment gateway tool for collecting money from your clients, as long as these tools have the option to redirect the user to a specific URL after the translation is complete. That specific URL would be an invite link to the Program your clients will be a part of.
🆙 Can I create signable coaching agreements?
"Yes, since upcoach is a platform that requires login and keeps information such as IP and location in the logs, you can do that with the smart document you will create.
Also, if you request our support team from the chat button in the lower right corner after logging in to the portal, they will add a sample of this agreement to your organization as a template."
🆙 Can I use upcoach in a different language?
Yes, although upcoach admin panel is in English, the client view is fully customizable, so you can present your program in any other language.
Data Privacy
🆙 Can you tell us about data privacy in upcoach?
"The T&Cs of our platform protects you and your clients’ privacy. Even our team doesn’t have access to your organization's content unless you give us explicit permission to access it for support or administrative purposes.
For more information, please check our T&C on our website
https://upcoach.com/terms/ "
Compliance
🆙 Is upcoach GDPR compliant?
Currently no, we’re working on it but we don’t have an exact date when this would be done
🆙 Is upcoach HIPAA compliant?
Currently no, we’re working on it but we don’t have an exact date when this would be done
Purchasing
🆙 Can I buy more than one deal with an account?
Yes, but you can't combine them.
🆙 Can I combine 2 licenses?
No, you can't combine 2 or more licenses. If you want to have more team members in your organization, please reach out to our team. There is an option to add more team members for a fee of $29/team member/month.
🆙 I purchased Tier 1, can I upgrade to Tier 2?
You can upgrade while the deal is active, you cannot upgrade your plan after the campaign period is over.
🆙 Is Tier 2 equal to the Scale plan?
Tier 2 is based on our Growth plan + additional customization options.
Onboarding
🆙 Is there a course where I can learn the upcoach features in detail after registering?
Yes, as soon as you register, we add you to the organization named learn.upcoach.com. Where you can see the onboarding course. If you are using multi-screen, I recommend you open upcoach training videos on one screen, open your organization on another and do the steps simultaneously.
Customization
🆙 Can I customize my organization?
Yes yes! If you subscribe to AppSumo Tier 2, you can make upcoach customized with your logo, brand colors, and custom domain.
🆙 I set up my Custom Domain once, can I change it later?
Yes, you can change, update or remove your existing custom domain whenever you want.
🆙 Can we configure multiple custom domains to an upcoach organization?
No, you can have one custom domain per organization.
🆙 Can I change the coach wording on the right side of the program?
Of course, you can change the coach or member titles if you want or make them completely invisible.
🆙 Can I adjust fonts?
No, not at the moment.
🆙 Can I change my organization name in the future?
Yes, please contact our support team. They will assist you
🆙 Can I use it in dark mode?
Although it is not possible natively, yes, you can use it with an extension. For more details, please visit this article
https://help.upcoach.com/en/articles/6588869-how-can-i-use-upcoach-in-dark-mode
Team Management
🆙 How many team members can I add?
"If you purchase Tier 1, you can add a maximum of 1 team member; Tier 2 owners can add up to 3 team members to their organization.
You should opt-in for a subscription to add more team members to your organization. The subscription fee is $29 per month for each additional team member."
Client Management
🆙 Can I create time-limited access for my clients via upcoach?
No, we don't have a time limitation for the clients. For now, it's a manual process that you need to manage
🆙 Can I export my users manually to add them to my emails?
We don't have that feature at the moment, but this feature is on our roadmap for a while, definitely we'll have it but it's hard to give an estimated date. You can use Zapier integration to send client information from upcoach to any email marketing tool you are using (assuming that the marketing tool also has an integration with zapier)
🆙 Can the program members interact with each other?
"It all depends on how you set up your programs in upcoach.
For example, you may have a program where you want all the members to network, support, and communicate with each other - in this instance, you will add a Forum block and enable program members to post and engage in the forum.
Or you can enable Chat for that program, so all members can send texts in the group (program) chat."
🆙 Are deactivated clients included in the client limit?
No, the 100 clients limit for Tier 1 owners refers only to active clients. The number of deactivated clients does not increase the client limit.
Integrations
🆙 Does upcoach have a Livewebinar.io integration?
upcoach works with any video call tool. Since you only need to add a meeting link to your events in upcoach, it is compatible with all systems that can provide links to meetings. You can use Zoom, Teams, Google Meets, or any meeting application if you want.
🆙 Does upcoach have a Pabbly integration?
No, currently we only have Zapier integration.
🆙 When I searched upcoach on the Zapier's website, upcoach is not listed
That's correct; we are not on their marketplace at the moment. Our Zapier integration is invitation-based, so you need to go to the Integrations page in your Admin area and create Zap from there.
🆙 What other 3rd party apps upcoach integrates with?
"upcoach has the following integrations:
Zapier, Google Sheets, Google Decks, Airtable, Miro, and Calendly.
However, we have an HTML block that you can use and connect any other application that you need in your Program."
Features
🆙 Does upcoach have a quiz, single, multi-selection question features?
We don't have those features at the moment, but those are on our roadmap. We will have those features on the platform, but it's hard to give an estimated date for when.
🆙 Do my clients get notifications/reminders before each event?
"If they have synchronized the events in upcoach to their personal calendar, they will receive reminders according to these calendar settings.
But we do not send a reminder from the system directly."
🆙 How can I request a feature?
You can always reach out to our team via in-app chat.
🆙 Is there an affiliate feature that my clients can use to share/promote my coaching program?
No, right now we don’t have an affiliate system for your clients.
🆙 Does upcoach provide Sales/Marketing/Landing Pages where people can go and learn about courses/coaching, and then purchase it?
No, upcoach does not provide a sales page service where you can promote your programs since we are entirely focused on the content delivery side of your coaching business.
🆙 Which video hosting platforms can I use?
"You can embed a video from: Youtube, Vimeo, Loom, Muse, Searchie, and Wistia.
If you want to use another video hosting platform other than these, and the platform has an embed option, then you can embed any video with HMTL Block."
🆙 Can clients' assets (tasks/smart docs/habits/drive documents) hide from other program members?
Yes, each block has its own settings, from here you can choose to share tasks/Smart Docs/Habits/etc. With program members or to turn that off and not share members’ assets with others.
🆙 Can I hide the clients' names from the other clients in the right side?
Yes, you can hide the names of both clients and coaches.
Thank you for your interest in upcoach 🤩