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
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
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
Step 4: Create your products
Where to find this: Payments → Products → Create
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.
Products deep dive
All product settings and options explained
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
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
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
Step 6: Set up your Athlete Portal
Where to find this: Athlete Portal → Edit
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
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.
Quick Reference
Where things are
Get help
Checklist
Phase 1: Foundation- Complete onboarding form
- Upload photos to Media Hub
- Connect Stripe account
- Create your first 2-3 products
- 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!
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. 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?
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.