How this works: Complete Phase 1 and our team takes it from there—building your products, scheduling, Athlete Portal, and website. Once everything’s built, we’ll get on a call to review it all together and align on your launch date.
The Three Phases
Phase 1: Foundation
Get us everything we need to build your account
- Onboarding form
- Stripe connected
- Photos uploaded
Phase 2: We Build It
Sit back while we build your backend and website
- Products & pricing
- Availability & schedulers
- Athlete Portal
- Your website
Phase 3: Review & Launch
Walk through everything together and go live
- Backend walkthrough
- Website walkthrough
- Launch date aligned
Phase 1: Foundation
Complete these three steps. We can’t start building 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 account—products, schedulers, and website included:- Business name and sport
- Your bio and coaching background
- Services you offer
- Pricing structure
- Social media handles
Step 2: Upload your photos
Where to find this: Content → Media Hub
- Logo (required)
- Headshot (required)
- Action shots of you coaching
- Facility photos
- Any other images you want on your site
Learn more about Media Hub
How to organize and manage your media files
Step 3: Connect Stripe
Where to find this: Payments → Products → Connect Stripe (or Settings → Stripe Portal)
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
Phase 2: We Build It
Once Phase 1 is complete, our team gets to work. There’s nothing for you to do during this phase—we’ll reach out if we have any questions about your onboarding form. Here’s what we build, using the details from your onboarding form and the photos and Stripe account you’ve connected:Most coaches use a credit system for packages—athletes buy a package, get credits, and use them to book sessions. We’ll set this up as part of your scheduler configuration.
Phase 3: Review & Launch
Step 4: Join your review call
Once everything’s built, we’ll schedule a call to walk through it with you.1
Review your backend
We’ll walk through your products, schedulers, availability, and Athlete Portal together—showing you how they all connect.
2
Review your website
We’ll walk through your live website preview and make sure it matches your vision.
3
Request changes
Anything you want adjusted—pricing, wording, photos, layout—let us know and we’ll update it.
4
Align on launch date
Pick a date to go live. We’ll coordinate with you.
5
Launch
Share your new website and booking links with athletes.
Quick Reference
Where things are
Get help
Checklist
Phase 1: Foundation- Complete onboarding form
- Upload photos to Media Hub
- Connect Stripe account
- Nothing to do here—we’ll build your products, scheduling, Athlete Portal, and website, and reach out if we have questions
- Join your review call
- Confirm your backend setup
- Confirm your website
- Align on launch date
- Go live!
Do I need Stripe if I use Venmo or Cash App?
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?
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?
What if I make a mistake during setup?
Everything is editable. If something needs to change after your review call, just let us know—we can update prices, schedulers, and 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?
Do I need to finish everything before taking clients?
No. Once Phase 1 is complete on your end and we’ve built your products and first scheduler, you can start accepting bookings—you don’t have to wait for the full review call or website launch. The rest improves the experience but isn’t required to get started.