1. Connect your business
Choose the guide for your assistant. It walks you through adding CoachIQ, signing in, and selecting your group and access.Connect to ChatGPT
Connect CoachIQ, confirm access, and use it in your ChatGPT workflow.
Connect to Claude
Add the CoachIQ connector, authorize it, and enable it in a conversation.
Check my CoachIQ connection with a small live read. Confirm my business, group, and whether you can read only or make supported changes. Don’t change anything.Continue once it confirms the intended business and a successful live read. Signing in and approving access happen through the connection flow; pasting a prompt or the Help Center URL does not complete those steps.
2. Give it CoachIQ’s feature knowledge
Point your assistant to help.coachiq.io and the AI-readable guide index. The index lists the available articles so it can choose the relevant guides instead of guessing how a feature works. For a specific question, give it the article’s URL. A plain-text Markdown version is also available by adding .md to an article URL, for example the Sheets overview as Markdown. The complete documentation text is available when your tool needs it, but it is large. Start with the index and relevant articles. If your assistant cannot open links, provide the relevant article text or file using its supported attachment controls. Saved copies need refreshing when the product changes.Help Center access explains features; it does not grant access to your account. MCP access is limited to the tools and permissions actually available on your connection. A feature described here may still require you to use the CoachIQ app.
3. Paste one Project setup prompt
Once the connection is confirmed, paste this into the connected chat. It combines the documentation, live business context, and your goals into a reusable setup.4. Check a new Project chat
Ask the new chat to summarize your priorities from the saved brief and perform a small live CoachIQ read. It should be able to identify both the saved context and the current business group. If the connector is unavailable in that chat or mode, return to the platform guide’s troubleshooting steps. Start with one of the five requests from your Business Brief. Keep the brief current when your services, goals, or working preferences change; use live data for details that change day to day.What your connected assistant can and can’t do
A read-only connection can look things up. Changes need a connection with write access, and you approve each one in your assistant before it runs. The assistant works within your own role and staff access in the connected group.It can read
- Clients: a client’s full profile, including contact details, tags, custom fields, waiver status, family links, credit balances and history, transactions, subscriptions and staff notes.
- Products and payments: products, coupons, transactions (including failed payments and pending bank payments) and subscriptions.
- Your business setup: scheduling, locations, programs, lessons, media and other records covered by its tools. Ask it to list its current tools before planning a task.
With write access, it can
- Update clients: correct a client’s first name, last name, phone number and custom fields; create Athletes and Parents; add and delete staff notes on a client’s profile (currently up to 4,096 characters per note).
- Manage tags: add or remove a tag for up to 100 people in one change, and switch off a tag. Each result lists who was changed, who already had the tag and who was skipped.
- Set up products and coupons: create and edit products, attach them to forms and programs, set a product active or inactive, and create or remove coupons.
- Manage credits: set a client’s credit balance, turn a client’s credit use for a product on or off, add or remove a credit pack as a top-up option on a session that already charges credits, and add or remove the sessions where a pack’s credits can be spent.
- Organize media: import, rename and tag files and attach them to programs and lessons. See AI workflows.
- Report a problem: send a problem report to CoachIQ when something goes wrong, and check its status later.
It can’t
- Refund, charge a card, retry a failed payment, change or cancel a subscription, or change Stripe settings.
- Change anyone’s role (including between Athlete and Parent), remove or block a person, invite staff, change a login email, or change sign-up field settings.
- Read message threads or saved payment methods.
- Edit an existing coupon, set one client’s credit expiry, or attach a paid product to a scheduler.
- Make a credit change that would quietly affect every session, such as removing the last session from a pack’s list. Set the full list in the product builder instead.
- Delete Media Hub files, change their visibility, or run Video Analysis.