Where to find this: open Tools → Assistant when available in your organization. Copilot also appears inside supported availability and booking builders.
What Copilot is
Copilot is CoachIQ’s built-in assistant. Describe the record you want to find or the change you want to make. It can look up saved product and scheduling details and prepare supported changes for review. For an external assistant connected through MCP, follow Use CoachIQ with AI and AI workflows. The two experiences do not necessarily expose the same tools or controls.Look up information before changing it
Start with the exact product, scheduler, or availability name. If several records match, choose the intended one before continuing.What are the saved price, payment type, and credits for [product name]? Do not change anything.For availability, ask for the saved weekly hours, timezone, and specific dates. A follow-up can refer to the record you just worked on, but check that the response still names the correct target.
Prepare a supported change
These are examples, not actions that run by reading this page. If information is missing, answer the clarification before approving a change.
Review and approve
- Read the proposed target and settings. For availability, check the dates, hours, and timezone; for products, check price, billing frequency, and credits.
- Approve only the intended change. Decline or cancel a proposal that does not match your request.
- Read the completion message and open the saved record to verify it. A conversational explanation alone is not proof that the change saved.
- Ask for a read-only summary if you need to confirm what changed and what stayed the same.
Inside builders
The Copilot panel in supported availability and booking builders helps fill structured settings from plain-language requests. Review the resulting fields and use that builder’s Save, Create, or Update control to finish.
Copilot inside a builder. This is separate from the full Assistant conversation.
Getting good results
Name the exact record, use concrete dates and times, and state what should remain unchanged. Work through one change at a time and check the saved result before building on it. For a blackout, specify the template, date, hours, and timezone. For a scheduler, distinguish the new scheduler’s name from the existing availability it should use.Common questions
The assistant asks me to choose a record
The assistant asks me to choose a record
Confirm the intended match. Give the exact name or record identifier if the available choices are ambiguous. Do not approve a change to a different record just because its name is similar.
I reached a request limit
I reached a request limit
Follow the displayed retry countdown, then use Try again. Check the chat’s outcome before sending the same change again; avoid duplicating work that already completed.
The saved result doesn't match my request
The saved result doesn't match my request
Open the affected record and check its actual settings. State the specific difference and ask for a correction that preserves the rest. Review that proposal before approving.
Can athletes use Copilot?
Can athletes use Copilot?
Copilot is a staff tool. Athletes continue to use the booking and account features provided to them in the portal or app.