Wonder what upcoach looks like to your clients? You can check with the “Log in as a client” feature. Here’s how:

1. If you are on the program page, on the right side you will see a member list. Click on the name of a client:

2. Now click “View on CRM”

3. When you land on your client’s profile page, click on the Actions button in the top right corner and chose “Login as client”

4. You are now logged in! This is a simulation of what the platform looks like to a client. Once you are done, click “Leave” in the top right corner of the page and you will be taken back to the CRM.

If you need any help or have additional questions, please contact us at support@upcoach.com or inside the platform by clicking on the chat messaging bubble in the lower right corner.

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