Knowledge Base
Knowledge Base
Signing Up & Subscription
How to Sign Up for CoachVantageHow to Upgrade Your Subscription or Change to Annual BillingHow to Cancel Your SubscriptionHow to Confirm Your Subscription to a Paid Plan
Getting Started
How to Login to Your AccountThe Complete Guide on How to Get Started With CoachVantageYour Profile SettingsYour DashboardYour Branding in CoachVantageAppointment and Calendar SettingsManage Your Availability Type SettingsConnecting Your External CalendarHow to Connect to ZoomConnecting to Payment GatewaysInvoice & Payment SettingsHow to Connect to Google MeetUpload Widget
SMS Notifications
How to Enable / Disable SMS Appointment NotificationsHow Can I Purchase Additional SMS Credits?How to Configure SMS Notifications for Events and Individual Programs?What do SMS Messages Look Like to Clients?How Coaches and Clients Can Consent to Receiving SMS NotificationsSMS Logs and Transactions History
Contacts
Contacts Page OverviewAdding ContactsExporting ContactsArchiving ContactsTagging ContactsInviting Contacts To Create A Client Portal AccountHow Client Contact Details Are Updated
Individual Contact Record Page
Contracts on Individual Contact Record PageInvoices on Individual Contact Record PageForms on Individual Contact Record PagePrograms on an Individual Contact Record PageNotes on Individual Contact Record PageFiles on Individual Contact Record PageIndividual Contact Record PageSessions on An Individual Contact Record PageProfile on Individual Contact Record Page
Calendar
Calendar Page OverviewHow to Create a New Appointment with Your ClientsHow to Track Missed Sessions
Scheduling (Events)
Scheduling Feature OverviewHow to Create an EventWhat do the Cancel and Reschedule booking pages look like?How to Embed Your Event Sign-Up Page on Your WebsiteWhat does my Event Booking Page look like?View Event Bookings Page OverviewScheduling and Programs Features in CoachVantage, Explained
1:1 Coaching Programs
Introducing the Updated CoachVantage 1:1 Programs InterfacePart 1: How to Create a 1:1 Program—Program SetupPart 2: How to Create a 1:1 Program—Building Your Landing PageHow to Create Automations for Your Coaching ProgramsHow to Set Up Payment Options for Your Coaching ProgramsWhat Does My Coaching Program Sign-up Page Look Like?Program Enrollments Page OverviewHow to Embed Your Coaching Program Sign-up Page to Your Website
Managing Coaching Programs with your Clients
Group Coaching
Group Coaching - Feature OverviewHow to Create a Group Coaching ProgramHow to Enroll Clients to your Group Coaching ProgramGroup Coaching - How to manage group members and create cohorts
Notes
How to Use the Notepad Widget for Taking Session NotesHow to Take Session Notes and Share with Clients How to Easily Embed Videos in the Note Editor
Forms
Forms Page OverviewHow to Create a FormHow to Send a FormHow to View Form ResponsesWhat is an Active Form
Contracts
Contracts: Feature OverviewHow to Send ContractsHow Clients E-sign ContractsHow Clients Can E-sign Contracts When Enrolling to Your Coaching Program
Resource Library
Resource Library - Files & TemplatesHow to Share Files with Clients
Invoices
Invoice Feature OverviewHow to Create One-off Invoices and Recurring InvoicesArchiving InvoicesCreating Invoices Without Stripe or PayPal IntegrationCreating Programs and Promo Codes in CoachVantage and StripeConnecting Your Stripe Account to CoachVantageHow to Set Up Automated Card Deductions & Subscriptions for Coaching Programs in CoachVantage
Coaching Log
Coaching Logs OverviewHow to Enable Automatic Logging of Coaching Time in Your Coaching LogHow to Include, Remove or Edit Coaching Time in Your Coaching Log
Client Portal (Getting Started for Coachees)
How to Sign Up for the Client PortalClient Portal DashboardHow to E-Sign a Contract in the Client PortalHow to Sign Up to a Coaching Program in the Client PortalHow to Access My Coaching Programs in the Client PortalHow to Book Sessions (Appointments) with your CoachHow to Pay Invoices in the Client PortalHow to Manage Coaching Assignments in the Client PortalHow to Manage Coaching Goals in the Client PortalHow to Respond to Forms in the Client PortalHow to Use the Resource Library in the Client PortalHow to Take Notes in the Client PortalHow to Access Coaching Program Resources in the Client PortalHow to View Your Coach's Profile in the Client PortalHow to Sign Up to Meet with Your Coach via the Client Portal
Frequently Asked Questions
CoachVantage Common FAQ's
Courses
Courses Feature OverviewHow to Create a CourseHow to Manage Your Course
Webpage
Webpage Feature OverviewHow to Customize & Publish Your Webpage
Security
How to Manage Your Account Security

How to Manage Your Account Security

Learn how to review your active login sessions and enable two-factor authentication in CoachVantage.

Overview 🔐

CoachVantage provides several ways to help protect your account and client information. You can:

  • Review the devices and browsers signed in to your account
  • Revoke access from a device you no longer use or recognize
  • Enable two-factor authentication (2FA)
  • Save backup codes in case you lose access to your authenticator app

CoachVantage also automatically logs you out after 12 hours of inactivity. If your session expires, simply sign in again.

Access Your Security Settings

  1. Select your name in the upper-right corner of CoachVantage.
  2. Select Security.

The Security page contains two tabs: Active Sessions and Two-Factor Authentication.

Review Your Active Sessions

The Active Sessions tab displays information about the devices used to access your CoachVantage account.

For each active session, you can view:

  • The device and browser used
  • The IP address
  • When the session was first active
  • When the session was most recently active
  • Available actions for that session

This information can help you identify when and where your account has been accessed.

Revoke Access From a Device

If you see a device or login session you do not recognize:

  1. Locate and select the session.
  2. Select Revoke.

Revoking a session removes that device’s authorization to access your CoachVantage account.

To update the list of active sessions, select Refresh.

Automatic Logout After Inactivity

CoachVantage automatically ends a login session after 12 hours of inactivity. This helps protect your account if a device is left unattended, particularly on a shared or public computer. When your session expires, you will be prompted to sign in again.

Your saved information remains in CoachVantage. For extra protection, manually log out when you finish using a shared or public device.

Two-Factor Authentication 📲

Two-factor authentication, also known as 2FA, adds an additional layer of security when you sign in to CoachVantage.

CoachVantage works with authenticator apps such as:

You will also receive backup codes that you can use to sign in if you lose access to your phone or authenticator app.

Enable Two-Factor Authentication

  1. Open the Two-Factor Authentication tab.
  2. Select Enable 2FA.


3. Open your authenticator app and use it to scan the QR code displayed in CoachVantage.
❗️Do not scan the QR code with your phone camera.
Tip: In Google Authenticator, select Add a Code, then Scan a QR Code, to get to the scanner.


4. Your authenticator app will generate a six-digit verification code.

5. Enter the six-digit code in CoachVantage to confirm the setup.

6. Save the backup codes provided for future use. Store your backup codes in a secure place. They can help you regain access to your account if your phone is lost, replaced, or unavailable.


7. Once setup is complete, you will use a two-step authentication process when signing in to CoachVantage.

Disable Two-Factor Authentication 🚫

To remove the two-factor authentication, please follow these steps:

1. Open the Two-Factor Authentication tab.

2. Select Disable 2FA.


3. Enter your CoachVantage Password and the Authenticator Code. You also can enter a backup code instead if you prefer.


4. Click Disable 2FA.

Remove CoachVantage From Your Authenticator App

To remove CoachVantage from your authenticator app, please follow these steps:

  1. Open your Authenticator App on your phone
  2. On Google Authenticator, hover over the code, and swipe left.
  3. Click the red trashcan icon.

4. A pop-up will appear asking if you would like to remove the account from your authenticator. Select Remove Account.

5. CoachVantage has successfully been removed from your authenticator app.


Frequently Asked Questions

Why was I logged out?

CoachVantage automatically logs you out after 12 hours of inactivity. Sign in again to continue.

Why do I see multiple active sessions?

Each device, browser, or browser profile you use can create a separate session. For example, signing in through Chrome on a laptop and Safari on a phone may produce two entries.

Do I still need to log out manually?

We recommend manually logging out whenever you use CoachVantage on a shared or public computer, even though inactive sessions expire automatically.

What should I do if I see an unfamiliar session?

Revoke the unfamiliar session from the Active Sessions tab. Consider changing your password, and contact the CoachVantage Support Team if you have further concerns.

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