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
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 |
| 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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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
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.
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
4
Upload your file
Drag and drop your completed CSV file, then click Import X New Bookings to process.
Common questions
How do I change my password?
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?
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?
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?
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?
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.