> ## Documentation Index
> Fetch the complete documentation index at: https://help.coachiq.io/llms.txt
> Use this file to discover all available pages before exploring further.

# First Week Setup Checklist

> Get your CoachIQ account ready to launch in two simple phases - foundation first, then launch.

<Info>
  **How this works**: Your setup has two phases. Complete Phase 1 first—we'll build your website while you work on Phase 2.
</Info>

## The Two Phases

<CardGroup cols={2}>
  <Card title="Phase 1: Foundation" icon="layer-group">
    Get us everything we need to build your website

    * Onboarding form
    * Stripe connected
    * Photos uploaded
    * Products created
  </Card>

  <Card title="Phase 2: Launch" icon="rocket">
    Set up your booking system and go live

    * Scheduling configured
    * Athlete Portal ready
    * Launch date aligned
  </Card>
</CardGroup>

***

## 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

<Warning>
  **Start here.** Nothing else can begin until this form is complete.
</Warning>

***

### Step 2: Upload your photos

<Info>
  **Where to find this**: Content → Media Hub
</Info>

Upload the images we'll use on your website:

* **Logo** (required)
* **Headshot** (required)
* Action shots of you coaching
* Facility photos
* Any other images you want on your site

<Tip>
  Upload more than you think you need. We'll select the best ones for your site.
</Tip>

<Card title="Learn more about Media Hub" icon="images" href="/content/media-overview">
  How to organize and manage your media files
</Card>

***

### Step 3: Connect Stripe

<Info>
  **Where to find this**: Payments → Products → Connect Stripe (or Settings → Stripe Portal)
</Info>

Stripe handles all your payments—credit cards, debit cards, and digital wallets. Deposits go directly to your bank.

<Steps>
  <Step title="Create or sign in to Stripe">
    **New to Stripe?** Go to [stripe.com](https://stripe.com) and create a free account first.

    **Already have Stripe?** You're ready to connect.
  </Step>

  <Step title="Connect to CoachIQ">
    Click **Connect Stripe** and authorize the connection. Takes about 2 minutes.
  </Step>

  <Step title="Verify connection">
    You'll see a green "Connected" status when complete.
  </Step>
</Steps>

<Card title="Stripe setup guide" icon="stripe" href="/payments/connecting-stripe">
  Detailed walkthrough with screenshots
</Card>

***

### Step 4: Create your products

<Info>
  **Where to find this**: Payments → Products → Create
</Info>

Products are anything athletes can buy from you. Create these now so we can add them to your website.

**Common products to start with:**

| Product Type       | Example                       |
| ------------------ | ----------------------------- |
| Private lesson     | 60-min session, \$75          |
| Group session      | Small group training, \$35    |
| Session package    | 10-pack of lessons, \$650     |
| Monthly membership | Unlimited access, \$199/month |

<Steps>
  <Step title="Click Create">
    From Payments → Products, click **Create**.
  </Step>

  <Step title="Fill in the basics">
    * Product name (what athletes see)
    * Description
    * Price
    * Payment type (one-time, subscription, or package)
  </Step>

  <Step title="Save and repeat">
    Create 2-3 products to start. You can add more anytime.
  </Step>
</Steps>

<Tip>
  Start with your most popular offering. You can always add more products later.
</Tip>

<Card title="Products deep dive" icon="box" href="/payments/product-overview">
  All product settings and options explained
</Card>

***

## 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

<Info>
  **Where to find this**: Schedule → Availability → Add Availability
</Info>

Availability defines when you're open for bookings.

<Steps>
  <Step title="Create an availability block">
    Click **Add Availability** and name it clearly (e.g., "Private Lesson Hours").
  </Step>

  <Step title="Set your hours">
    Choose which days and times you're available for this type of session.
  </Step>

  <Step title="Save">
    You'll pull this availability into your scheduler next.
  </Step>
</Steps>

<Card title="Availability guide" icon="clock" href="/scheduling/create-your-availability">
  Setting up availability templates and blackout dates
</Card>

#### Then create your scheduler

<Info>
  **Where to find this**: Schedule → Schedulers → Create
</Info>

Schedulers are what athletes actually book. Each scheduler uses your availability plus booking rules.

<Steps>
  <Step title="Create a new scheduler">
    Click **Create** and give it a name athletes will understand (e.g., "Book a Private Lesson").
  </Step>

  <Step title="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
  </Step>

  <Step title="Save and test">
    Book a test session yourself to make sure it works.
  </Step>
</Steps>

<Note>
  **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.
</Note>

<CardGroup cols={2}>
  <Card title="Scheduler setup" icon="calendar-plus" href="/scheduling/creating-your-first-scheduler">
    Step-by-step scheduler creation
  </Card>

  <Card title="Credits system" icon="coins" href="/scheduling/credit-system-overview">
    How session packages and credits work
  </Card>
</CardGroup>

***

### Step 6: Set up your Athlete Portal

<Info>
  **Where to find this**: Athlete Portal → Edit
</Info>

The Athlete Portal is your athletes' home base—where they book sessions, view schedules, and access everything you offer.

<Steps>
  <Step title="Add your branding">
    Go to **Settings → Design** and set your brand colors and theme (light/dark mode).
  </Step>

  <Step title="Configure the Schedule page">
    Add your schedulers so athletes can book sessions.
  </Step>

  <Step title="Configure the Products page">
    Add your products so athletes can purchase packages and memberships.
  </Step>

  <Step title="Test the experience">
    Click **View** to see exactly what your athletes will see.
  </Step>
</Steps>

<Card title="Athlete Portal guide" icon="mobile" href="/athlete-portal/overview">
  Complete portal setup and customization
</Card>

***

### Step 7: Review and launch

Once your website is ready, we'll send it to you for review.

<Steps>
  <Step title="Review your website">
    We'll email you a preview link. Check that everything looks right.
  </Step>

  <Step title="Request changes">
    Let us know if anything needs adjusting.
  </Step>

  <Step title="Align on launch date">
    Pick a date to go live. We'll coordinate with you.
  </Step>

  <Step title="Launch">
    Share your new website and booking links with athletes.
  </Step>
</Steps>

<Tip>
  **First things to share after launch:**

  * Add your website to your Instagram/social media bio
  * Email your current athletes with your new booking link
  * Update your email signature
</Tip>

***

## Quick Reference

### Where things are

| Task                | Location                                        |
| ------------------- | ----------------------------------------------- |
| Upload photos       | Content → Media Hub                             |
| Connect Stripe      | Payments → Products or Settings → Stripe Portal |
| Create products     | Payments → Products → Create                    |
| Set availability    | Schedule → Availability                         |
| Build schedulers    | Schedule → Schedulers                           |
| Edit Athlete Portal | Athlete Portal → Edit                           |
| View calendar       | Calendar                                        |
| Manage athletes     | People                                          |

### Get help

| Resource                 | Link                                                           |
| ------------------------ | -------------------------------------------------------------- |
| Help Center              | [help.coachiq.io](https://help.coachiq.io)                     |
| Office Hours (live help) | [Book a call](https://cal.com/team/coach-iq/office-hours)      |
| Support                  | In-app chat or email [info@coachiq.io](mailto:info@coachiq.io) |

***

## Checklist

**Phase 1: Foundation**

* [ ] Complete onboarding form
* [ ] Upload photos to Media Hub
* [ ] Connect Stripe account
* [ ] Create your first 2-3 products

**Phase 2: Launch**

* [ ] 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!

***

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>