How to Use Loom for Coaches

Loom is a video‑recording platform that lets coaches create quick feedback clips, onboarding tours, and client check‑ins. In this guide you will learn how to set up Loom, record a coaching session, edit the clip, and share it securely. Follow the steps and start adding visual communication to your coaching practice today.

1. Set up your Loom account
2. Record your first coaching video
3. Edit and trim the recording
4. Share securely with clients
5. Embed Loom videos in a coaching portal
6. Loom vs. competing tools
7. Frequently asked questions

1. Set up your Loom account

1.1 Choose a plan

Loom has three plans that matter to coaches:

Free – 25 minutes/month, watermark, basic sharing.
Pro – $8 / month, unlimited recording, password protection, custom branding.
Business – $12 / month per user, team analytics, SSO.

Most solo coaches start with the Pro plan because the unlimited minutes remove the need to track usage.

1.2 Install the extension and desktop app

Download the Loom Chrome/Edge extension and the desktop app for Windows or macOS. The extension lets you record straight from the browser; the desktop app gives you more screen‑capture options.

Loom browser extension icon — Figure 1 – Loom extension appears next to the address bar.

1.3 Configure your profile

Open Loom, click your avatar, then “Settings”. Set your name, upload a headshot, and choose a default video quality (1080p for high‑resolution feedback, 720p to save bandwidth).

2. Record your first coaching video

2.1 Choose a recording mode

Loom offers three modes:

Screen + Camera – Show slides while you appear in the corner.
Screen Only – Ideal for walkthroughs of a client’s dashboard.
Camera Only – Face‑to‑face feedback without screen sharing.

2.2 Start a recording

Click the Loom icon, select your mode, then press “Start Recording”. A countdown gives you a moment to prepare.

Loom recording interface — Figure 2 – Recording toolbar appears at the bottom of the screen.

2.3 Tips for a smooth session

Use a quiet room and a good microphone.
Keep videos under 10 minutes for better engagement.
Speak clearly and pause between key points.

3. Edit and trim the recording

3.1 Trim the start and end

After you stop, Loom opens the video in the library. Click “Trim” and drag the sliders to cut silence or mistakes.

Loom trim tool — Figure 3 – Trim sliders let you remove unwanted sections.

3.2 Add a call‑to‑action

In the “Call‑to‑action” field you can insert a clickable button that links to your scheduling page or a feedback form.

3.3 Download for offline use

If a client prefers no‑internet viewing, click “Download MP4”. The file can be uploaded to a private Google Drive folder.

4.1 Generate a share link

In the video’s “Share” menu select “Copy link”. By default the link is viewable by anyone with it.

4.2 Enable password protection

Toggle “Password protect” and set a short phrase. Share the password via a separate channel (e.g., SMS).

4.3 Set expiration dates

For sensitive feedback, click “Expiration” and choose 7 days. After that the link stops working.

5. Embed Loom videos in a coaching portal

5.1 Get the embed code

Open the video, click “Share”, then “Embed”. Copy the iframe snippet.

<iframe src="https://www.loom.com/embed/abc123" 
        frameborder="0" 
        allowfullscreen 
        style="width:100%;height:480px;"></iframe>

5.2 Paste into your portal

In WordPress, use a “Custom HTML” block. In Kajabi, drop the code into a “Code” section.

Embedded Loom video in a portal — Figure 4 – Embedded video displays at full width.

6. Loom vs. competing tools

Below is a quick side‑by‑side comparison of Loom, Vidyard, and Vimeo Create for coaching use cases.

Feature	Loom	Vidyard	Vimeo Create
Free tier minutes	25 min/month	5 min/month	30 min/month
Unlimited recording	Pro ($8)	Pro ($15)	Premium ($12)
Password protection	Yes (Pro)	Yes (All plans)	No
Built‑in trim	Yes	Yes	Limited
Mobile apps	iOS/Android	iOS only	iOS/Android
Analytics (views, watch time)	Basic (Pro)	Advanced (Business)	Standard

For solo coaches, Loom’s low price and simple UI usually win. Larger teams may prefer Vidyard for deeper analytics.

7. Frequently asked questions

Is Loom free for coaches?

Loom offers a free plan with 25 minutes of recording per month. Most coaches find the Pro plan ($8 / month) more useful because it provides unlimited recording and password‑protected videos.

Can I edit Loom videos after recording?

Yes. Loom’s built‑in trim tool lets you cut the start or end of a video. For deeper edits you can download the MP4 and use any video editor.

How do I share a Loom video with a client securely?

Enable the password option in the sharing modal, or set the video to “Only people with the link”. This prevents strangers from finding the video in search results.

Does Loom work on mobile devices?

Loom has iOS and Android apps. Recordings are saved to the same cloud library, so you can edit or share them from any device.

Can I embed Loom videos in my coaching portal?

Yes. Copy the embed code from the video’s share menu and paste it into your portal’s HTML block. The video will resize automatically.

Using Loom can save coaches hours each week. Video feedback is clearer than text, and clients can replay instructions at their own pace. Set up your account, record a test clip, and start delivering richer coaching experiences today.