Quick Start Guide
Welcome to Goalify Professional! Goalify Professional is the all-in-one solution that helps you to empower your clients, team or patients. With Goalify Professional we made it easy for you to deliver a new level of coaching. We help you manage your staff, manage your clients and moreover keep everyone aligned and communicating with the help of our thoroughly integrated chat feature. We want to give you more time so you can focus on what matters: offering the best support possible to your clients, teams or patients.
Goalify Professional is suitable for a wide range of applications:
- Team leads use it to successfully support their team members
- HR departments us it for smoothly on-boarding new employees
- Consultants use it to drive change processes
- Health practitioners use it in ongoing rehab processes
- Coaching professionals put it to use in a variety of domains
Professional is based on the trusted and well-known Goalify Coaching Platform, which is being used by 100,000+ users worldwide. You can learn more about the popular goal and habit tracking app Goalify by visiting goalifyapp.com.
Since even the best tool is only truly valuable if it fits your individual needs, you can test drive Goalify Professional completely free of charge for 14 days. No credit card is required, and there's nothing to cancel if you are not fully satisfied.
Here is a quick list covering how to jumpstart your Goalify Professional experience:
- Create an Account
To use Goalify Professional you need an account. If you already have a registered Goalify account, you can use those credentials to log in. Go to Goalify Professional to get started.
- Start your free Trial
After successfully creating your Goalify account, you will be asked to choose your preferred trial tier. You can switch tiers even during your free trial.
- Invite your Clients
Invite clients by sending them an e-mail invitation, sharing a link or scanning a QR code that you send them. Learn more about inviting and managing clients.
- Publish goals for your Clients
Once your clients have accepted your coaching invitation, Goalify Professional lets you quickly create and manage goal objectives and tasks for them. Learn more about inviting and managing clients.
- Review and Analyze their Progress
Goalify Professional offers three pricing plans. If you’d like to try Goalify Professional without committing, you can start with our free 14-day trial.
Here are some quick details about each plan:
This is the perfect plan for individuals who have a set of clients they want to empower. You have access to all the important features, and you don't have to pay for collaboration features that you might not need.
Our team plan lets you invite additional coaches to help you in your coaching endeavors. You also get access to the integrated team chat and all the advanced features. You can also choose to purchase additional coaching licenses if needed.
This plan is best if you need to support different groups of clients. With the ability to create multiple teams you can create separate coaching environments. This is the perfect solution if you are working with independent business mandates, or you need to model your corporate structure according stringent access permissions.
Upgrading & Downgrading Licenses
You can upgrade to a higher pricing plan at any time. We will prorate your new subscription price, avoiding any double charges. Visit your account dashboard to make changes to your subscription.
You can downgrade to a lower pricing plan at any time. Make sure that you are not using any features that are not available on the lower pricing plan. Visit your account dashboard to make changes to your subscription.
Adding Additional Licenses
Owners on a team or corporate plan can purchase additional licenses to accommodate their needs.