Signing Up for a Coach Account

Updated Jul. 07, 2020 by Support
Creating a New Account

Welcome to Coaching Loft! Follow the steps below to create your FREE account.

For more information read our guide about Membership Levels.

Sign up for an account at coachingloft.com/sign-up.

Signing Up

Coach account sign-up process:

  1. From the Create Account page, complete the form by providing your name, email address, and contact number.
  2. Fill in and set up your Password.
  3. Tick the necessary checkboxes and then click the "Sign-up" button.


  4. After submitting the form, you will be redirected to our Onboarding Survey. Simply answer the questionnaire and then click proceed.


  5. After submitting the Onboarding Survey, an email verification will be sent to your email address. Open your email address and click the verification link to activate your account.
  6. Upon clicking the verification link, your account will be activated and you will be directed to the login page where you can log in to your account using your email address and password.

On your first log in to Coaching Loft, you will be redirected to your profile page where you will set your profile image and provide your personal details. For more information read our guide about Setting up my Coach Profile.

 

 

Create your Coach Account Now

Signing Up for a Business/Enterprise Account

Updated Jul. 07, 2020 by Support
Creating a New Enterprise Account

Welcome to Coaching Loft! Follow the steps below to create your Enterprise Account.

Sign up for an account at coachingloft.com/sign-up/enterprise.

Signing Up

Enterprise account sign-up process:

  1. From the Create Account page, complete the form by providing your name and email address.
  2. Fill in and set up your Password.
  3. Tick the necessary checkboxes and then click the "Sign-up" button.


  4. After submitting the form, you will be prompted to log-in right away. Login using the same credentials you used during sign-up.


  5. After logging in, you will be prompted to provide your billing details. We recommend you to run the 30-day trial when opening your enterprise account, you can do so by clicking the "Click here to use 30-day trial" button on the same page. After you click the button, proceed entering your billing information at the form below.
  6. Finish the process to unlock your account.

Notes:

  • If you clicked the "Click here to use 30-day trial" button during sign-up, your account won't be charged until your trial period expires after 30 days.
  • After you finished the process, your enterprise account will be unlocked. Kick start your account by reading our guide Manage your Account (Enterprise) or check our Help Center for more guides on how to operate your account.

 

Create your Enterprise Account Now

 

Getting Started for Coachees

Updated Jul. 08, 2020 by Support

Welcome to Coaching Loft! Your coach will send you an invitation to activate your coachee account with a link via email address.

Activate Your Account

When an invite has been sent, you will receive an email with an activation link.

  • From your email click the link to create a password to activate your account.
  • Log in using the same email where you receive the activation link.
  • After logging in, you will be prompted to complete your profile information. 
 
Complete your profile information

Make sure to fill up all the required fields:

  • First name
  • Last name
  • Gender
  • Birthday
  • Current country
  • Mobile Number
 
Update your Profile Photo
  1. From your profile - About section, click the button "Edit Profile" button below the avatar image on the left side of your screen. Alternatively, you can click "Update your profile photo" on the profile checklist that also appears on your dashboard.


  2. Once you've been redirected to update your profile page, click the "Update your Photo" button, also found below the avatar image on the left side of your screen to open the file selection window to apper.
  3. After selecting the file, a photo resizer modal will appear for you to adjust the position and the size of your photo.
  4. Click the Save changes button to save your photo.

 

What's Next?

You can also fill up your work details to complete the profile checklist.

You have completed setting up your coachee profile, now it's up to your coach when will he send you invites for appointments, send assessments for you to answer, share files with you, etc. Always keep an eye to your email address for these notifications.

 

 

Got Stuck? Use These Options to Get Answers

Updated Jul. 07, 2020 by Support

Find answers to common questions from the Coaching Loft community.

FAQ is constantly being enriched with answers to most Frequently Asked Questions, so make sure you visit the FAQ first to see if you can find answers to the questions that you have. 

Go to Frequently Asked Questions (FAQs)

 

Most of your questions can be answered at our Support Help Center or by using our in-app chat support.


Chat Support

Use the in-app Chat Support found at the bottom right of your screen, to chat with the Coaching Loft support team about features or questions about your account.

 

 

Send us an Email

You can also send us an email us at the following email addresses:

 

Get in touch

 

Troubleshooting

Updated Jul. 07, 2020 by Support

Experiencing technical issues with your account?

Most issues can be fixed by simply refreshing your page, logging out and back in again, and in some cases a hard refresh.

  • On a Mac: COMMAND + SHIFT + R
  • On a PC: CONTROL + SHIFT + R

If the information above does not help with the problem try clearing the cookies and cache in your browser (You can find this in your browser's settings or preferences).

Still having a problem?

Contact Us

Not receiving Coaching Loft System or Notification Emails

Updated Feb. 24, 2021 by Support

Coaching Loft sends notification emails to inform you of events such as new appointment schedules, appointment reminders, assessments submissions, invoice sending, etc. You will also receive an email when you first sign up for a Coaching Loft account, or when you need to verify your identity for security purposes.

If you notice that you're not receiving Coaching Loft emails, follow the troubleshooting steps below to confirm that your email inbox, and allow listing settings are correct.

If emails sent from Coaching Loft are landing in your SPAM/junk folder, you can adjust your spam filter settings to improve deliverability. Most spam filters allow you to allowlist a sender by adding their domain or IP address.

 

Search your email inbox for Coaching Loft notifications

If you haven't received a Coaching Loft notification email for several minutes, your email provider might be automatically filtering your notifications. You can try searching your inbox for [email protected] to find any existing notifications that may have been moved.

Gmail Search

 

Check your email inbox settings

Based on the email client you're using, you may need to update certain settings to ensure emails from Coaching Loft aren't getting filtered out of your inbox. If you're expecting to receive a signup, notification, or verification email from Coaching Loft and nothing appears in your inbox, check your spam or junk folders to see if your email provider mistakenly filtered them out of your main inbox.

If you're using Microsoft Outlook, you can follow the steps below to confirm that Coaching Loft emails are not being quarantined, or that they're being sent to your Focused Inbox, if you've enabled it.

 

Release quarantined Coaching Loft emails in your Outlook inbox or Office 365 account

Office 365 and Outlook may quarantine Coaching Loft notification emails automatically. To fix this issue, you should check your quarantined messages and release any Coaching Loft emails from quarantine. Navigate to the Quarantine section in your Office 365 Security and Compliance Center, then follow these instructions to move any Coaching Loft emails back to your inbox.

 

Set up allowlisting

If you've confirmed that your email client isn't filtering Coaching Loft emails, then you may need to work with your IT team to update your allowlist or add Coaching Loft as a "safe sender". If you're using a free email provider such as Gmail, you can find allow listing instructions in their help documentation.

Allowlist Coaching Loft email addresses

The following are the email addresses Coaching Loft uses for internal email notifications:

 

 

Setting up Browser Notifications

Updated Feb. 24, 2021 by Support

Extending Coaching Loft's email notifications functionality, Coaching Loft also offers users to set up their browser notifications.

Coaching Loft supports browser notifications from Google Chrome, Safari, Mozilla Firefox, and Microsoft Edge. 

  • In your Coaching Loft account, click your profile at the upper rightmost side of your screen, then click the Settings.
  • Scroll down to Browser Notifications, then click configure.
  • Switch the Browser Notification Toggle to ON:
    Browser Notification
  • In your browser pop-up, click Allow.
    Coaching Loft Notifications

Please note: if you switch browsers or log in to your Coaching Loft account using a new device, you’ll need to turn on browser notifications in Coaching Loft and allow them to display in your new browser.

 

Not receiving push notifications in browser

Coaching Loft supports push notifications on Google Chrome 32+, Firefox 22+, Safari 6+, and MEdge. If you are not receiving push notifications in your browser and your browser supports push notifications, check to ensure that notifications are not disabled in your browser's settings.

Google Chrome
  • Click the lock icon in the address bar of your Chrome browser.
  • Under Notifications, select Allow.

If Notifications does not appear in the lock menu, select Site settings, then select Allow in the dropdown menu to the right of Notifications.

Firefox
  • Click the lock icon in the address bar of your Firefox browser.
  • On the right, click the arrow symbol >  beside Connection status.
  • Click More Information, then select the Permissions tab.
  • Under Send Notifications, uncheck Use Default and select Allow.
Safari
  • With your Safari window open, click Safari in the menu bar, then select Preferences.
  • Click the Websites tab (Notifications tab in older versions).
  • In the left panel, click Notifications.
  • Ensure that www.coachingloft.com is set to Allow. If not, select the Allow websites to ask permission to send push notifications checkbox.
Microsoft Edge
  • Click the lock icon in the address bar of your Edge browser.
  • Under Notifications, select Allow.

If Notifications does not appear in the lock menu, select Site permissions, then select Allow in the dropdown menu to the right of Notifications.

 

Browsers Coaching Loft does not support

Coaching Loft does not support displaying push notifications on the following browsers:

  • Internet Explorer
  • Opera

 

 

 

Book a Demo/On-boarding

Updated Jan. 24, 2021 by Support

You can easily Book a Live Demo with one of our Customer Success Agents by using the link below to access the our Meeting Calendar. By booking this, you will get a 30 to 45 minute walkthrough to the platform, its features and functionalities, and some quick how-to guidance, followed by a Q&A and Discussion.  

Use this link to book a Demo Call: 
https://meetings.hubspot.com/s-matt2

 

The FAQ is constantly being enriched with answers to most Frequently asked Questions, so make sure you visit the FAQ first to see if you can find answers to the questions that you have. 

 

 

How to add Coaching Loft to mobile device home screen

Updated Mar. 14, 2021 by Support

iPad or iPhone

  1. Launch “Safari” app.  This does not work from the “Chrome” app.
  2. Enter into the address field the URL of the website you want to create a shortcut to. Tap “Go.”
  3. Tap the icon featuring a right-pointing arrow coming out of a box along the top of the Safari window to open a drop-down menu.
  4. Tap “Add to Home Screen.” The Add to Home dialog box will appear, with the icon that will be used for this website on the left side of the dialog box.
  5. Enter the name for the shortcut using the on-screen keyboard and tap “Add.” Safari will close automatically and you will be taken to where the icon is located on your iPad’s desktop.

Android

  1. Launch “Chrome” app.
  2. Open the website or web page you want to pin to your home screen.
  3. Tap the menu icon (3 dots in upper right-hand corner) and tap Add to homescreen.
  4. You’ll be able to enter a name for the shortcut and then Chrome will add it to your home screen.

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