Edit or delete a coach

Edit a coach's profile or password, or delete a coach and move their clients.

Where: Web or mobile app, for admins

Editing and Deleting a Coach

Change a coach's name, email, or photo, reset their password, or delete them. When you delete a coach, you choose a new coach for each of their clients first. Words such as "coach" follow your staff label.

Steps

Find a coach and edit their profile

  1. Open the + menu and tap Coaches (your staff label).

  2. Type in the search box. It reads Search coaches…. The list narrows as you type. The line under the title shows how many people there are.

  3. Tap the person to open their profile.

  4. Tap the pencil icon in the Profile information section.

  5. Change First name, Last name or Email.

  6. Tap Update profile. Tap Cancel to leave without saving.

To change their photo, tap the photo at the top. Choose Take photo or Choose from library.

To reset their password, scroll to Account actions. Tap Reset password, then Send email. Or tap Set temp password, then Generate password. A sheet shows the password. Share it in a safe way. Demotu also emails it to them. Tap Done. They must change it when they sign in.

Delete a coach

  1. Open the + menu, tap Coaches (your staff label), then tap the person.

  2. Scroll to Danger zone. Tap Delete Coach account.

  3. If the coach has no clients, tap Delete to confirm.

  4. If the coach has clients, a sheet lists each one. Tap Select Coach next to each client and pick a new coach. To send all of them to one coach, use Reassign all to.

  5. Tap Delete Coach.

  6. A last check asks to delete the coach and reassign their clients. Tap Delete.

You cannot undo a delete.

Common questions

Delete is gray or does not work.

Every client needs a new coach first. On the web, Delete stays gray until each client has a new coach or Unassigned. On mobile, Delete Coach shows "Please reassign all clients before deleting the coach."

I don't see Delete coach or Danger zone.

You cannot delete an org admin. Change them to a coach on the web first. See Change a staff member's role. On the web, you cannot delete a staff admin from here either. Change them to a coach first.

Can I delete a staff admin on mobile?

Only org admins can delete a staff admin.

Can I leave a client with no coach on mobile?

Not in the app. Every client needs a new coach. To set clients to Unassigned, delete the coach on the web.

What happens to clients set to Unassigned?

They stay in your organization with no coach. They stay on the teams the old coach was on, and you can assign them to a coach later.

What happens to the coach's history?

Some coaches are archived instead of fully deleted, so past appointments and reports stay accurate. They can no longer sign in.

Does deleting a coach free up a seat?

Yes.

It says the email could not be sent.

After you set a temporary password, the screen may say "Email could not be sent. Please share this password manually." Give the password to them yourself.

Can I undo a delete?

No.

I see "No coaches found." on mobile.

Check the spelling, or try part of the name.

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