Route-X Documentation
Complete guide to using Route-X for visualizing and managing your coaching journey
Getting Started with Route-X
What is Route-X?
Route-X is an all-in-one platform that visualizes, streamlines, and supports every step of the coaching journey. Whether you're a coach managing multiple clients or a user tracking your personal growth, Route-X provides the tools you need to succeed.
For Coaches
- • Centralized client management
- • Session scheduling and tracking
- • Progress visualization tools
- • Goal setting frameworks
For General Users
- • Personal goal tracking
- • Progress visualization
- • Coach connection
- • Session management
Account Setup
Choose Your Role
Select whether you're joining as a Coach or General User during registration.
Complete Your Profile
Add your personal information, timezone, and preferences to get started.
Verify Your Email
Check your email and verify your account to access all features.
User Management
Profile Management
Personal Information
- Update name and contact details
- Set your timezone for accurate scheduling
- Upload profile picture
- Manage language preferences
Account Settings
- Change password securely
- Email verification status
- Privacy settings
- Notification preferences
Client Management (For Coaches)
Adding Clients
Easily add new clients to your roster and manage their information centrally.
Client Profiles
View comprehensive client profiles including goals, progress, and session history.
Permission Management
Set appropriate access levels for clients to view and edit their goals.
Session Scheduling & Management
Calendar Features
Smart Scheduling
Intelligent time slot suggestions based on availability
Multi-Client View
See all client appointments in one unified calendar
Quick Actions
Reschedule, cancel, or modify appointments easily
Appointment Management
Creating Appointments
- • Select client and available time slots
- • Add session themes and objectives
- • Set location (in-person or virtual)
- • Include preparation instructions for clients
- • Automatic timezone conversion
Session Details
- • Session duration (up to 90 minutes)
- • Recurring appointment options
- • Pre-session preparation notes
- • Post-session summary and feedback
- • Integration with goal tracking
Goal Setting & Tracking
Goal Framework
Route-X uses a comprehensive goal-setting framework that helps break down complex objectives into manageable steps.
Mission & Vision
Define your core purpose and long-term vision
Specific Aims
Set clear, measurable objectives
Action Path
Create step-by-step implementation plans
Implementation
Execute concrete actions with deadlines
Progress Tracking
Monitor advancement with metrics
Feedback Loop
Continuous improvement through reflection
Goal Types
Quantitative Goals
- • Numerical targets and metrics
- • Progress bars and percentage tracking
- • Milestone celebrations
- • Data-driven insights
Qualitative Goals
- • Behavioral and habit changes
- • Skill development tracking
- • Reflection and journaling
- • Subjective progress assessment
Progress Visualization
Visual Progress Tracking
Route-X transforms your progress data into meaningful visual representations that make it easy to understand your journey and celebrate achievements.
Progress Charts
Interactive charts showing your advancement over time
Milestone Tracking
Visual milestones to celebrate key achievements
Comparative Views
Compare progress across different goals and timeframes
Dashboard Features
Real-time Updates
Progress updates reflect immediately across all views
Customizable Views
Personalize your dashboard to focus on what matters most
Export Capabilities
Export progress reports for external sharing or analysis
Communication & Feedback
Feedback System
Coach-Client Communication
- Real-time feedback on goals
- Session notes and summaries
- Progress comments and encouragement
- Action item discussions
Platform Feedback
- Feature requests and suggestions
- Bug reports and technical issues
- User experience improvements
- General platform feedback
Notification System
Email Notifications
Receive important updates about appointments, goal progress, and platform announcements via email.
In-App Notifications
Stay updated with real-time notifications within the platform for immediate actions.
Platform Settings
Customization Options
Language & Localization
- • English and Japanese language support
- • Automatic timezone detection
- • Regional date and time formats
- • Currency and number formatting
Display Preferences
- • Light and dark theme options
- • Dashboard layout customization
- • Chart and graph preferences
- • Notification display settings
Integration Settings
Calendar Integration
Sync with external calendar applications for seamless scheduling.
Export Options
Export data in various formats for external analysis and reporting.
API Access
Connect with third-party tools and services through our API.
Security & Privacy
Data Protection
Encryption & Security
- End-to-end encryption for all data
- Secure password requirements
- Regular security audits
- GDPR compliance
Privacy Controls
- Granular privacy settings
- Data export and deletion rights
- Consent management
- Transparent data usage
Important Security Notes
Never share your login credentials with anyone, including coaches or support staff.
Always log out from shared or public computers after using Route-X.
Report any suspicious activity or security concerns immediately to our support team.
Using Route-X with Zoom
Calendar Integration
Use Case: Keep Route-X sessions aligned with connected providers managed in the Integrations page so booking availability and updates stay consistent.
Prerequisites: Active Zoom account, Route-X installation from Zoom Marketplace, signed-in Route-X user, and Zoom connected from Dashboard → Integrations.
Meeting Link Generation
Use Case: Automatically generate Zoom meeting links when creating appointments in Route-X without leaving the platform.
Prerequisites: Zoom connected in Dashboard → Integrations, valid Zoom authorization, and required meeting permissions granted.
Scheduled Meetings
Use Case: Manage upcoming coaching sessions with synchronized schedules and provider links maintained through Integrations.
Prerequisites: Signed-in Route-X user, active Zoom account, Zoom integration connected, correct timezone settings, and scheduling permissions.
Connect or Disconnect Zoom
- Go to Route-X Dashboard → Integrations.
- Find the Zoom integration card.
- Click Connect to authorize, or Disconnect to remove access.
- Confirm the status changes to Connected or Disconnected.
Uninstalling Route-X
Uninstall Steps
Go to Zoom Marketplace.
Navigate to Manage → Installed Apps.
Select Route-X.
Click Uninstall.
What happens after uninstall
- All integrations are disconnected.
- Meeting synchronization stops.
Data Handling and Privacy
- User tokens are deleted upon uninstall.
- No meeting or personal data is retained.
- Users can contact support for data deletion confirmation.
Using Route-X with Google Calendar and Google Meet
Google Calendar Sync
Use Case: Keep Route-X appointments synchronized with Google Calendar after connecting via the Integrations page.
Prerequisites: Active Google account, signed-in Route-X user, Google Calendar connected from Dashboard → Integrations, and correct timezone settings.
Google Meet Link Generation
Use Case: Automatically create Google Meet links for virtual sessions once Google Calendar is connected in Integrations.
Prerequisites: Google Calendar connected in Dashboard → Integrations, permission to create events and conferencing links, and valid Google authorization.
Connect or Disconnect Google Calendar
- Go to Route-X Dashboard → Integrations.
- Find the Google Calendar / Google Meet integration card.
- Click Connect to authorize, or Disconnect to remove access.
- Verify the integration status is updated.
Troubleshooting
- Ensure you are connected to the intended Google account.
- Reconnect from Dashboard → Integrations if sync or link generation fails.
- Confirm calendar permissions were granted during authorization.
Using Route-X with Outlook
Outlook Calendar Sync
Use Case: Synchronize Route-X schedules with Outlook Calendar after enabling Outlook in Integrations.
Prerequisites: Active Microsoft account, signed-in Route-X user, Outlook connected from Dashboard → Integrations, and granted calendar permissions.
Meeting Scheduling
Use Case: Create and manage scheduled sessions from Route-X while reflecting event updates in Outlook.
Prerequisites: Outlook connected in Dashboard → Integrations, valid Microsoft authorization token, and allowed access for event management.
Connect or Disconnect Outlook
- Go to Route-X Dashboard → Integrations.
- Find the Outlook Calendar integration card.
- Click Connect to authorize, or Disconnect to remove access.
- Confirm the connection status updates correctly.
Troubleshooting
- Verify you are signed into the correct Microsoft account.
- Reconnect from Dashboard → Integrations if sync errors appear.
- Re-authorize permissions if event creation is denied.
Need Additional Help?
Our support team is here to help you make the most of Route-X. Don't hesitate to reach out!