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

1

Choose Your Role

Select whether you're joining as a Coach or General User during registration.

2

Complete Your Profile

Add your personal information, timezone, and preferences to get started.

3

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.

Need Additional Help?

Our support team is here to help you make the most of Route-X. Don't hesitate to reach out!