Getting Started
Successfully setting up your Trackler account
9 articles
Sample Message for Your TrackeeThese templates can help you explain to your coachees, clients, or customers why you use Trackler and how it benefits them.
URL invitationInvite new clients, coachees and clients via a handy URL invitation. This way they are easily and quickly added to a Track.
Invite someone to a TrackInviting someone to a Track can be done in different ways. Below we explain the method step by step.
Help, my Trackee isn’t using TracklerSometimes a Trackee barely uses Trackler. This article helps you guide them toward using the platform, so everything stays clear and centralised.
Test Trackler as a TrackeeSometimes it can be useful to see what your coachee sees when using Trackler. Hereby a manual to learn the correct way.
What rights does my Trackee have within Trackler?Here you’ll see the rights your Trackee has in Trackler — what they can view, do, or edit — so you know exactly what to expect from their access.
Monthly subscription vs. annual subscriptionTrackler offers both monthly and annual subscriptions. In this article, you’ll learn their advantages, differences, and which option may be the best fit for you.
Transfer your dossiers to TracklerYou are already active as a coach and want to transfer your already started coaching programs to Trackler.
How can I find my invoices?Easily view and download your invoices through our Stripe billing portal. Log in with your email to access your payment history and PDF invoices.