How to Use the CoachIQ Help Center

Use this Help Center whenever you want to learn a feature, complete a task, or work through a problem in CoachIQ. Start with a search or choose the area of the product you’re working in.

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Find the right guide

Search for your task. Open search at the top of the page, or press ⌘K on Mac or Ctrl+K on Windows. Try a feature name, a button label, or a short phrase such as “connect Stripe,” “team registration,” or “filter a sheet.” If the result is too broad, add the feature you’re using. Browse by product area. The sidebar groups guides around CoachIQ’s main areas. Expand a group to see its articles. On a phone, open the menu beside the page breadcrumb to browse the same navigation. Jump to a step. Use On this page in longer articles to find the section you need. Follow related-guide links when a task continues in another area, such as connecting a product to team registration.

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Choose what you’re working on

Find account access, connections, billing, and data tools under Settings. For automation setup, open Automations.

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Follow a walkthrough

Start with the guide’s access requirements and where to find it instructions, then follow the steps in order. Screenshots show the controls to look for; example names and records will differ from your business. Select a screenshot to enlarge it when you need a closer look. If a button or feature is missing, check that you’re in the intended organization and group and that your staff role has access. Some features, including Teams, must be enabled for your organization. Use the guide’s troubleshooting section for the next checks. A few terms help you choose the right article:

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Use the other Help Center sections

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Give your AI assistant the right context

The Help Center can teach an assistant how CoachIQ works. Connecting CoachIQ through MCP lets it use your current business information and supported tools. A private Project holds your goals and working preferences. Use CoachIQ with AI explains how to put those three pieces together, with separate connection walkthroughs for ChatGPT and Claude and one copyable Project setup prompt.

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Get help or flag an unclear guide

Use the feedback controls at the bottom of an article to tell us whether it helped. If you need help with your account, contact Support through the in-app chat or email CoachIQ Support. Include the guide link, the step you’re on, and what happened. You can also join Office Hours for a walkthrough with our team.