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 AccountYour DashboardYour Profile SettingsYour Branding on CoachVantageAppointment and Calendar SettingsManage your Availability Type SettingsConnecting Your External CalendarConnecting to ZoomConnecting to Payment GatewaysInvoice & Payment Settings
CV Meet - Native Video & Audio Communication Tool
CV Meet - Native video & audio communication toolCV Meet - Plan allowances and add-ons for call time and data storageCV Meet - How to record meetings, download and share recordingsCV Meet - How to share call recordings with clients automatically for all calls related to programs
Contacts
Contacts Page OverviewAdding ContactsExporting ContactsArchiving ContactsTagging ContactsInviting Contacts To Create A Client Portal Account
Individual Contact Record Page
Contracts on Individual Contact Record PageInvoices on Individual Contact Record PageForms on Individual Contact Record PagePrograms on Individual Contact Record PageNotes on Individual Contact Record PageFiles on Individual Contact Record PageIndividual Contact Record PageSessions on Individual Contact Record PageProfile on Individual Contact Record Page
Calendar
Calendar Page OverviewHow to Create a New Appointment with Your Clients
Scheduling (Events)
Scheduling Feature OverviewHow to Create an EventWhat do the ‘Cancel’ and ‘Reschedule’ booking pages look like?How to Embed an Event Booking Page on your WebsiteWhat does my Event Booking Page look like?'View Event Bookings' Page Overview
1:1 Coaching Programs
1:1 Coaching Programs - Feature OverviewHow to Create a Coaching Program (Standard Program)How 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 WebsiteHow to Create Automations for Your Coaching Programs
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 Integration
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)
Signing up for a Client PortalClient Portal DashboardHow to Sign Up to a Coaching Program in the Client PortalHow to Book Sessions (Appointments) with your CoachHow to Pay Invoices in the Client PortalHow to Manage Coaching AssignmentsHow to Manage Coaching GoalsHow to Respond to FormsHow to use the Resource Library in the Client PortalHow to Take Notes in the Client PortalHow to Access Coaching Program ResourcesHow to View your Coach's Profile in the Client PortalHow to Access My Coaching Programs in the Client PortalHow to E-sign a Contract in the Client Portal

Your Branding on CoachVantage

Customize your account with your personal branding, colors and logos

You can customize the look and feel of your CoachVantage account with your personal branding, colors and logos. Your branding will also be displayed on the client portal so that your brand (not CoachVantage) is visible to your clients.

After all, this is your show!

Branding

To start, click on your name on the top right corner of the top menu bar and select "My Settings". Then, click the "Branding" tab to configure your brand settings.

Customize the look and feel of your account with your brand's colors. These customizations will also take effect on the Client Portal so your brand is visible to your clients.

Select the colors that correspond with your business branding. You can change the Top Menu, Left Menu and Menu Text colors to match your company colors. Type in the color hex code (eg #000000 for Black, #FF0000 for Red, etc) or use the color palette selector.

How to use the color palette selector

  1. Click on the down chevron to display the color palette
  2. Select the color of your choice by either typing in the HEX number or simply moving the slider over the color
  3. Choose opacity of the desired color
  4. Click "Save"

Tip: Be sure to choose contrasting colors for the menu and the menu text colors, so that the text is visible and legible.

Make sure to click the "Save" button on the bottom of the page to save your settings.

The colors/theme you select will be prevalent throughout your CoachVantage account and also on your online scheduling pages and coaching program sign-up pages. It will also be replicated on the Client Portal.

This is an example of what the Client Portal looks like with your branding:

Business Logos

Business Logos are the visual representation of your brand. You can choose to display different versions/sizes of your logos for different purposes. e.g. on your Invoices or on the Email Banner of automated emails that CoachVantage sends.

Important: Logos must be either in .png or .jpg format. The maximum size is 100kb

Side Bar Full Logo

This logo will be displayed on the left hand side of the top menu bar when it is in expanded view. Logo must be 210x50px

Side Bar Mini Logo

This logo will be displayed on the left hand side of the top menu bar when it is in collapsed view. Logo must be 200x200px

Tip: It will appear as a small square, so it's best to upload your business icon or logo symbol, without your full business name / taglines.

Email Banner Logo

This logo will be displayed on the automated emails that we send to your clients.

Invoices Logo

This logo will be displayed on your invoices as a square image. Logo must be 100x100px

 

 

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