Settings: Complete Guide

Configure your account, organization, integrations, billing, and more from the CoachIQ Settings area.

Where to find this: Click Settings in the bottom-left corner of your dashboard.

Overview

The Settings area is your central hub for configuring everything about your CoachIQ account. From updating your personal profile to setting up integrations and managing billing, all your configuration options live here.

Settings sections at a glance

Account

Your personal profile and contact info

Organization

Business name, logo, currency, and domain

Groups

View all accounts you belong to

API Keys

Connect CoachIQ to Zapier

Webhooks

Set up advanced automations

Notifications

Control email and push alerts

SMS Number

Set up your business texting number

Logs

View all platform activity

Billing

Manage your payment methods

Stripe Portal

View products and invoices

Import People

Bulk upload athletes and clients

Import Bookings

Migrate existing appointments

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Account

Your personal profile information that appears across all CoachIQ groups you belong to.

What you can update

Field	Description
Profile Photo	Your avatar shown in messages and the dashboard
First Name	Your first name
Last Name	Your last name
Email	Your login email and where notifications are sent
Phone Number	Your contact number (with country code)

1. Navigate to Account

   Go to Settings → Account.

2. Update your information

   Click on any field to edit it. To change your photo, click Upload photo above your current avatar.

3. Save your changes

   Click Save Changes to apply your updates.

Use a professional headshot for your profile photo—it builds trust with athletes and appears in your Inbox conversations.

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Organization

Configure your business identity and branding across the platform.

Organization settings

Field	Description
Logo	Your business logo (appears on your website and athlete portal)
Currency	Default currency for all products and payments (e.g., USD, EUR, GBP)
Name	Your organization’s display name
Domain	Your CoachIQ subdomain (e.g., yourname.coachiq.io)
Welcome URL	Where new users are directed after joining

Active Group settings

Field	Description
Name	The name of your currently active group
URL Slug	The URL path for this group
ReplyTo Email	The email address replies go to when you send messages

1. Navigate to Organization

   Go to Settings → Organization.

2. Upload your logo

   Click Upload logo to add your business logo. Use a square image for best results.

3. Configure your settings

   Fill in your organization name, select your currency, and customize your domain if needed.

4. Save your changes

   Click Save Changes at the bottom of the page.

Changing your currency after you’ve created products may cause display inconsistencies. Set your currency before building your product catalog.

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Groups

View all the CoachIQ accounts you’re connected to, whether as an admin (staff) or as an athlete (user).

Understanding groups

Groups show every CoachIQ account where you have access. You might be:

• Admin on accounts you manage (your own coaching business or businesses where you’re staff)
• User on accounts where you’re an athlete or client

This is helpful if you coach for multiple organizations or if you’re also training as an athlete with another coach.

Switching between groups

Click on any group in the list to switch to that account. Your currently selected group shows Selected in green.

The Groups list shows both “Staff Groups” (where you’re an Admin) and “Athlete Groups” (where you’re a User). This lets you quickly switch between coaching and training modes.

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API Keys

Connect CoachIQ to external tools like Zapier to automate your workflows.

Available identifiers

Field	Description
Org ID	Your unique organization identifier
Group ID	Your unique group identifier
API Keys	Generated keys for authentication

1. Navigate to API Keys

   Go to Settings → API Keys.

2. Copy your IDs

   Click Copy next to your Org ID or Group ID to copy them to your clipboard.

3. Create an API key

   Click + New API Key in the top-right corner to generate a new key for integrations.

Use API keys to connect CoachIQ with Zapier. This enables automations like adding new CoachIQ users to your email list or syncing bookings with Google Sheets.

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Webhooks

Set up real-time data triggers for advanced automations and custom integrations.

What webhooks do

Webhooks send data to external URLs whenever specific events happen in CoachIQ. This is useful for connecting to custom applications or services not available through standard integrations.

Creating a webhook

1. Navigate to Webhooks

   Go to Settings → Webhooks.

2. Click New Webhook

   Click + New Webhook in the top-right corner.

3. Configure your webhook

   Fill in the following:

   Field	Description
   Webhook Name	A descriptive name for this webhook
   Method	HTTP method (typically POST)
   URL	The endpoint URL that will receive the data
   Headers	Optional headers (Content-Type is pre-filled)
   Triggers	Events that fire this webhook

4. Add triggers

   Click + Add Trigger and select which events should send data. Options include: New User, and more.

5. Create the webhook

   Click + Create to save and activate your webhook.

Webhooks are an advanced feature typically used by developers or when connecting to custom systems. If you’re looking for simpler automations, check out the Automations feature instead.

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Notifications

Control which alerts you receive via email and push notifications.

Notification categories

Category	Triggers
Bookings	When a user makes or cancels a booking
Inbox	When your group receives a new message
Payments	When a user makes a purchase
People	When a new user joins your group
Forms	When a new form is submitted

Notification channels

Each category can be toggled independently for:

• Email — Sent to your account email address
• Push — Mobile notifications (if you have the CoachIQ app installed)

1. Navigate to Notifications

   Go to Settings → Notifications.

2. Toggle your preferences

   Check or uncheck the boxes under EMAIL and PUSH for each notification type.

We recommend keeping Payments and People notifications on so you’re always aware of new revenue and new athletes joining your platform.

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SMS Number

Set up your dedicated business phone number for texting athletes through CoachIQ.

10DLC Compliance

CoachIQ uses Twilio for SMS messaging. To send text messages, you’ll need to complete 10DLC (10-digit long code) registration, which is required by mobile carriers to reduce spam.

1. Navigate to SMS Number

   Go to Settings → SMS Number.

2. Select your business type

   Choose whether you’re registering as a Sole Proprietor or a Business.

3. Enter your preferred area codes

   Add your primary area code and optionally a secondary area code. CoachIQ will try to assign you a number matching these codes.

4. Begin registration

   Click Begin to start the 10DLC compliance process.

The 10DLC registration process typically takes 1-7 business days to complete. Once approved, you’ll be able to send SMS messages to your athletes directly from the CoachIQ Inbox.

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Logs

Monitor all activity across your CoachIQ account for the last 30 days.

What’s tracked

Logs capture actions across your platform, including:

• User logins and profile changes
• Admin actions (settings changes, automation edits)
• Booking activity
• SMS and notification events
• Membership changes

Log details

Each log entry shows:

Column	Description
Action	What happened
Category	Type of activity (Users, Admin, Phone, etc.)
IP	IP address of the user
Time	When it occurred
OS, Device, Browser	Technical details

Filtering logs

Use the tabs at the top to filter by role: All, Admin, Coach, Parent, or Athlete.

Logs are retained for 30 days. If you need records beyond this period for compliance purposes, export them regularly.

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Billing

Manage the payment methods on file for your CoachIQ subscription.

What you can do

• View saved credit/debit cards
• Set a default payment method
• Add new payment methods
• Remove old cards
• Request subscription cancellation

1. Navigate to Billing

   Go to Settings → Billing.

2. Manage your cards

   Your saved cards are listed with the last 4 digits visible. Click Set as Default to change your primary payment method, or click the trash icon to remove a card.

3. Add a new card

   Click Add Card to save a new payment method.

If you need to cancel your subscription, click Let us know in the Billing section. A team member will assist you with the cancellation process.

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Stripe Portal

View and manage your Stripe-connected products and invoices.

The Stripe Portal is only visible after you’ve connected your Stripe account. If you haven’t set up payments yet, see Setting Up Stripe.

What you’ll see

Tab	Contents
Products	All products you’ve created in Stripe, with pricing and billing frequency
Invoices	Invoice history from your Stripe account

Filtering products

Use the filters at the top to sort by:

• Status — Active, archived, or all products
• Type — View all product types

Click the link icon next to any product to copy its direct URL for sharing.

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Import People

Bulk upload athletes and clients using a CSV file.

1. Navigate to Import People

   Go to Settings → Import People.

2. Download the template

   Click Download our formatted CSV to get the correct file format with required columns.

3. Fill in your data

   Open the CSV in Excel or Google Sheets and add your people’s information following the template format.

4. Upload your file

   Drag and drop your completed CSV file into the upload area, or click to browse.

Click Need help? in the top-right corner of the Import People page for additional guidance on formatting your CSV file.

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Import Bookings

Migrate existing appointments from another platform using a CSV file.

1. Navigate to Import Bookings

   Go to Settings → Import Bookings.

2. Download the template

   Click Download our formatted CSV to get the correct file format.

3. Format your dates correctly

   Important: Don’t use timezone abbreviations (PST, EST, etc.) in your dates. The system will use the timezone of your target scheduler.

4. Upload your file

   Drag and drop your completed CSV file, then click Import X New Bookings to process.

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Common questions

How do I change my password?

Password changes are handled through your email provider or authentication method. If you signed up with email, use the “Forgot Password” link on the login page.

Can I have multiple organizations?

Yes! You can be an Admin on multiple CoachIQ organizations. Switch between them using the Groups section in Settings, or use the organization dropdown in the top-left corner of your dashboard.

What's the difference between Org ID and Group ID?

Your Org ID identifies your overall CoachIQ organization. Your Group ID identifies a specific group within that organization. Most integrations need the Group ID.

Why can't I see the Stripe Portal?

The Stripe Portal only appears after you’ve connected a Stripe account. Go to Payments in the main navigation to set up your Stripe connection.

How long does SMS setup take?

The 10DLC compliance registration typically takes 1-7 business days. You’ll receive a notification once your number is ready to use.

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Related articles

Setting Up Payments

Connect Stripe and start accepting payments

Automations

Create automated workflows without webhooks

Managing Your Team

Add coaches and staff to your organization

SMS Messaging

Send text messages to athletes