First Week Setup Checklist

Get your CoachIQ account ready to launch in two simple phases - foundation first, then launch.

How this works: Your setup has two phases. Complete Phase 1 first—we’ll build your website while you work on Phase 2.

The Two Phases

Phase 1: Foundation

Get us everything we need to build your website

• Onboarding form
• Stripe connected
• Photos uploaded
• Products created

Phase 2: Launch

Set up your booking system and go live

• Scheduling configured
• Athlete Portal ready
• Launch date aligned

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Phase 1: Foundation

Complete these steps first. We can’t build your website until we have this info.

Step 1: Complete your onboarding form

You received a personalized onboarding form link in your welcome email. This tells us everything we need to build your website:

• Business name and sport
• Your bio and coaching background
• Services you offer
• Pricing structure
• Social media handles

Start here. Nothing else can begin until this form is complete.

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Step 2: Upload your photos

Where to find this: Content → Media Hub

Upload the images we’ll use on your website:

• Logo (required)
• Headshot (required)
• Action shots of you coaching
• Facility photos
• Any other images you want on your site

Upload more than you think you need. We’ll select the best ones for your site.

Learn more about Media Hub

How to organize and manage your media files

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Step 3: Connect Stripe

Where to find this: Payments → Products → Connect Stripe (or Settings → Stripe Portal)

Stripe handles all your payments—credit cards, debit cards, and digital wallets. Deposits go directly to your bank.

1. Create or sign in to Stripe

   New to Stripe? Go to stripe.com and create a free account first.

   Already have Stripe? You’re ready to connect.

2. Connect to CoachIQ

   Click Connect Stripe and authorize the connection. Takes about 2 minutes.

3. Verify connection

   You’ll see a green “Connected” status when complete.

Stripe setup guide

Detailed walkthrough with screenshots

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Step 4: Create your products

Where to find this: Payments → Products → Create

Products are anything athletes can buy from you. Create these now so we can add them to your website.

Common products to start with:

Product Type	Example
Private lesson	60-min session, $75
Group session	Small group training, $35
Session package	10-pack of lessons, $650
Monthly membership	Unlimited access, $199/month

1. Click Create

   From Payments → Products, click Create.

2. Fill in the basics

   • Product name (what athletes see)
   • Description
   • Price
   • Payment type (one-time, subscription, or package)
3. Save and repeat

   Create 2-3 products to start. You can add more anytime.

Start with your most popular offering. You can always add more products later.

Products deep dive

All product settings and options explained

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Phase 2: Launch

Once Phase 1 is complete, we’ll start building your website. While that’s happening, set up your scheduling and Athlete Portal.

Step 5: Set up your scheduling

Scheduling has two parts: Availability (when you’re free) and Schedulers (what athletes book).

Create your availability first

Where to find this: Schedule → Availability → Add Availability

Availability defines when you’re open for bookings.

1. Create an availability block

   Click Add Availability and name it clearly (e.g., “Private Lesson Hours”).

2. Set your hours

   Choose which days and times you’re available for this type of session.

3. Save

   You’ll pull this availability into your scheduler next.

Availability guide

Setting up availability templates and blackout dates

Then create your scheduler

Where to find this: Schedule → Schedulers → Create

Schedulers are what athletes actually book. Each scheduler uses your availability plus booking rules.

1. Create a new scheduler

   Click Create and give it a name athletes will understand (e.g., “Book a Private Lesson”).

2. Configure settings

   • Duration: How long is each session?
   • Capacity: How many athletes per slot? (1 for private, more for groups)
   • Availability: Select the availability you created above
   • Payment: Require payment or credits to book
3. Save and test

   Book a test session yourself to make sure it works.

Using session packages? Most coaches (85%+) use credits. When athletes buy a package, they get credits to book sessions. This is configured in your scheduler settings.

Scheduler setup

Step-by-step scheduler creation

Credits system

How session packages and credits work

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Step 6: Set up your Athlete Portal

Where to find this: Athlete Portal → Edit

The Athlete Portal is your athletes’ home base—where they book sessions, view schedules, and access everything you offer.

1. Add your branding

   Go to Settings → Design and set your brand colors and theme (light/dark mode).

2. Configure the Schedule page

   Add your schedulers so athletes can book sessions.

3. Configure the Products page

   Add your products so athletes can purchase packages and memberships.

4. Test the experience

   Click View to see exactly what your athletes will see.

Athlete Portal guide

Complete portal setup and customization

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Step 7: Review and launch

Once your website is ready, we’ll send it to you for review.

1. Review your website

   We’ll email you a preview link. Check that everything looks right.

2. Request changes

   Let us know if anything needs adjusting.

3. Align on launch date

   Pick a date to go live. We’ll coordinate with you.

4. Launch

   Share your new website and booking links with athletes.

First things to share after launch:

• Add your website to your Instagram/social media bio
• Email your current athletes with your new booking link
• Update your email signature

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Quick Reference

Where things are

Task	Location
Upload photos	Content → Media Hub
Connect Stripe	Payments → Products or Settings → Stripe Portal
Create products	Payments → Products → Create
Set availability	Schedule → Availability
Build schedulers	Schedule → Schedulers
Edit Athlete Portal	Athlete Portal → Edit
View calendar	Calendar
Manage athletes	People

Get help

Resource	Link
Help Center	help.coachiq.io
Office Hours (live help)	Book a call
Support	In-app chat or email [e-mail]

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Checklist

Phase 1: Foundation

• Complete onboarding form
• Upload photos to Media Hub
• Connect Stripe account
• Create your first 2-3 products

Phase 2: Launch

• Create availability blocks
• Build your first scheduler
• Test booking as an athlete
• Set up Athlete Portal branding
• Add schedulers and products to portal
• Review website draft
• Align on launch date
• Go live!

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Do I need Stripe if I use Venmo or Cash App?

Yes. All CoachIQ payments go through Stripe. You can still accept cash or Venmo separately, but online bookings and purchases require Stripe.

Can you migrate my existing clients?

Yes! Send us your contact list and we’ll import them. If you have bookings in Acuity, Upperhand, or another platform, share access and we can migrate those too.

What if I make a mistake during setup?

Everything is editable. You can change prices, update schedulers, and reconfigure your portal anytime. If you get stuck, jump on Office Hours and we’ll fix it together.

Do I need to finish everything before taking clients?

No. Once you have Stripe connected, products created, and a scheduler live, you can start accepting bookings. The rest improves the experience but isn’t required to get started.