Settings & Account

Manage your account, team, billing, and preferences.

10 articles

Add team members to your organization

Invite admins and clients to your upcoach organization. Manage roles, resend invitations, and control access.

beginner how to

Configure user onboarding for your organization

Decide whether new clients complete a profile and calendar step before entering their first space in your upcoach organization.

beginner how to

Configure your organization settings

A reference for upcoach organization settings including branding, subdomain, logo, and colors.

beginner how to

Manage your notification preferences

Control how upcoach notifies you -- toggle email and mobile notifications, choose categories, and manage per-space exceptions.

beginner how to

Manage your notifications and inbox

Learn how to use your upcoach inbox to stay on top of notifications, channel mentions, and thread replies — and control how and when you're notified.

beginner how to

Manage your subscription and billing

View your plan, download invoices, update payment details, and manage your billing address in upcoach.

beginner how to

Sign in to your upcoach account

Sign in to upcoach with a one-time email code or your password, and reset your password if you've forgotten it.

beginner how to

Update your profile

Learn how to update your upcoach profile with your name, bio, photo, timezone, date format, and social links.

beginner how to

Connect AI tools to your organization with MCP

Connect Claude, ChatGPT, or Cursor to your upcoach organization using MCP. Create programs, check progress, and analyze engagement through AI.

intermediate how to

Set up a custom domain

Connect a custom domain to your upcoach organization so participants access your programs under your own brand.

intermediate how to

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