# CoachIQ Help Center

> Everything you need to run and grow your sports coaching business

- [CoachIQ Help Center](https://help.coachiq.io/index.md): Everything you need to run and grow your sports coaching business
- [First Week Setup Checklist](https://help.coachiq.io/quick-guides/first-week-setup-checklist.md): Complete three quick steps and the CoachIQ team builds your products, scheduling, Athlete Portal, and website — then you review it all together on a call.
- [Your Dashboard](https://help.coachiq.io/getting-started/dashboard.md): What every tile, card, and feed on the CoachIQ home screen means, and where each one takes you.
- [CoachIQ Copilot](https://help.coachiq.io/getting-started/copilot.md): The AI assistant built into CoachIQ: where it appears, what it is good at today, and how to get useful answers from it.
- [CoachIQ Website Builder: Complete Overview & Setup](https://help.coachiq.io/website/overview.md): Build a professional sports coaching website with CoachIQ. Learn about content submission, design, and launching your site.
- [Website Settings, Design & Text Display](https://help.coachiq.io/website/settings-and-design.md): Configure your website's global settings including design theme, fonts, colors, blog setup, and domain management.
- [Website Pages](https://help.coachiq.io/website/pages-navigation/pages-navigation.md): Learn how to create pages and set up your coaching website structure using CoachIQ's Website Builder.
- [Page Templates](https://help.coachiq.io/website/pages-navigation/page-templates.md): Learn how to use CoachIQ's pre-built page templates to quickly add professional pages like privacy policies, training programs, and sign-up forms.
- [URL Slugs & Page Management - CoachIQ](https://help.coachiq.io/website/pages-navigation/url-slugs-page-management.md): Learn how to customize and clean up your website page URLs in CoachIQ's Website Builder. Create professional, SEO-friendly URLs for your coaching site.
- [Legal Pages (Privacy, Terms, Disclaimers)](https://help.coachiq.io/website/pages-navigation/legal-pages.md): Create and customize privacy policies, terms of service, and disclaimers using CoachIQ's built-in templates. Legal compliance made simple for coaches.
- [Set up and manage your blog](https://help.coachiq.io/website/blog.md): Create a blog on your coaching website to share updates, training tips, and local content that helps you rank in search results.
- [How to Use Website Sections](https://help.coachiq.io/website/sections/sections.md): Learn how to add, customize, and manage website sections in CoachIQ's Website Builder. Step-by-step guide for coaches to build professional sites.
- [Add and Manage Sections](https://help.coachiq.io/website/sections/working-with-sections.md): Learn how to add, reorder, hide, and remove sections in CoachIQ's Website Builder. Complete guide for managing your coaching website layout.
- [Header & Footer Navigation](https://help.coachiq.io/website/sections/header-footer-navigation.md): Learn how to customize your header and footer navigation using CoachIQ's Website Builder.
- [Backgrounds and Section Styling](https://help.coachiq.io/website/sections/backgrounds-styling.md): Learn how to customize section backgrounds, spacing, and width in CoachIQ's Website Builder. Style your coaching website sections for maximum impact.
- [Buttons and Call-to-Actions](https://help.coachiq.io/website/sections/buttons-ctas.md): Learn how to add and customize buttons within website sections. Set up call-to-actions that drive bookings, signups, and engagement on your coaching site.
- [Page Sections](https://help.coachiq.io/website/section-types/section-types.md): Sections are the building blocks of your website. They organize your content and allow you to design your site layout efficiently.
- [Content & Media](https://help.coachiq.io/website/section-types/content-media.md): The Content & Media block in CoachIQ's web builder is a powerful feature designed to enhance your online presence. It allows you to showcase key information, images, and calls-to-action (CTAs).
- [Credibility Section](https://help.coachiq.io/website/section-types/credibility.md): The Stats Block feature in CoachIQ's Web Builder is designed to establish your credibility as a coach.
- [Features Section](https://help.coachiq.io/website/section-types/features.md): The Features & Benefits Block in CoachIQ's Web Builder is designed to help private sports coaches effectively showcase the advantages of their training programs.
- [Forms Sections](https://help.coachiq.io/website/section-types/forms.md): The Form Section feature in CoachIQ allows you to add and manage forms seamlessly on your website, enhancing user interaction and data collection.
- [Gallery Section](https://help.coachiq.io/website/section-types/gallery.md): Learn how to add, customize, and manage the Gallery Block in the CoachIQ website builder to showcase images with customizable layouts.
- [Numbered Steps Section](https://help.coachiq.io/website/section-types/numbered-steps.md): Number blocks are a powerful feature in CoachIQ's Web Builder, designed to help you break down processes, highlight training steps, or outline benefits in a clear and engaging format
- [Pricing Section](https://help.coachiq.io/website/section-types/pricing.md): The Pricing Options feature in CoachIQ allows you to effectively manage and showcase your products, whether custom or existing.
- [Scheduling Section](https://help.coachiq.io/website/section-types/scheduling.md): Scheduling blocks in CoachIQ provide a robust tool for organizing and managing sessions effectively.
- [Testimonies Section](https://help.coachiq.io/website/section-types/testimonials.md): The Testimonials Section in CoachIQ is a powerful tool designed to showcase user feedback and enhance trust in your platform
- [Domain Setup](https://help.coachiq.io/website/domain-setup/domain-setup.md): Connect your custom domain or purchase a new one for your coaching website. Step-by-step guides for all major domain providers.
- [Purchase a New Domain](https://help.coachiq.io/website/domain-setup/purchasing-domain.md): Buy a professional domain for your coaching website. Compare GoDaddy and Squarespace options with step-by-step purchasing guides.
- [Connect Your GoDaddy Domain - CoachIQ Help](https://help.coachiq.io/website/domain-setup/connecting-godaddy.md): Connect your GoDaddy domain to CoachIQ in minutes. Simple delegate access setup lets our team handle all technical configuration for you.
- [Connect Your Namecheap Domain - CoachIQ Help](https://help.coachiq.io/website/domain-setup/connecting-namecheap.md): Connect your Namecheap domain to CoachIQ with account sharing or manual DNS setup. Step-by-step guide for both methods with complete instructions.
- [Connect Your Squarespace Domain](https://help.coachiq.io/website/domain-setup/connecting-squarespace.md): Share domain access with CoachIQ to connect your Squarespace domain. Simple permission setup lets our team handle the technical configuration.
- [Connect Your Wix Domain](https://help.coachiq.io/website/domain-setup/connecting-wix.md): Connect your Wix domain to CoachIQ by adding our team as a collaborator. We handle all technical setup while you focus on coaching.
- [DNS & Permissions - Other Domain Providers](https://help.coachiq.io/website/domain-setup/dns-permissions.md): Connect your domain from any provider to CoachIQ. Universal guide for Bluehost, HostGator, Domain.com, and all other registrars.
- [Analytics & Tracking Setup - CoachIQ](https://help.coachiq.io/website/analytics-tracking/analytics-tracking.md): Add tracking tools to your coaching website. Set up Google Analytics, Facebook Pixel, and Microsoft Clarity to understand visitor behavior and optimize marketing.
- [Add Google Analytics to Your Coaching Website](https://help.coachiq.io/website/analytics-tracking/google-analytics.md): Set up Google Analytics 4 (GA4) on your CoachIQ website in 5 minutes. Track visitors, measure conversions, and grow your coaching business with data.
- [Install Facebook Pixel on Your Coaching Website](https://help.coachiq.io/website/analytics-tracking/facebook-pixel.md): Add Facebook Pixel to your CoachIQ website in 3 minutes. Track ad conversions, build retargeting audiences, and optimize your coaching business Facebook ads.
- [Add Microsoft Clarity to Your Coaching Website](https://help.coachiq.io/website/analytics-tracking/clarity-microsoft.md): Install Microsoft Clarity on your CoachIQ website in 2 minutes. See heatmaps, session recordings, and understand how visitors use your coaching site - 100% free.
- [SEO & Marketing Overview](https://help.coachiq.io/website/seo-marketing/seo-marketing.md): Understand how SEO helps coaches get found online. Learn the three pillars of local search visibility and access guides to optimize your CoachIQ website.
- [Google My Business Setup & Optimization](https://help.coachiq.io/website/seo-marketing/google-my-business.md): Set up and optimize your Google My Business profile to attract more athletes. Complete guide for sports coaches to dominate local search results and get found online.
- [Additional Business Listings Setup](https://help.coachiq.io/website/seo-marketing/additional-business-listings.md): Set up all your business listings in one afternoon. Complete guide to Apple Maps, Bing, Yelp, Facebook, and local directories that parents check when finding sports coaches.
- [Website SEO Basics](https://help.coachiq.io/website/seo-marketing/website-seo-basics.md): Learn how to optimize your CoachIQ website for search engines. Essential SEO settings and content strategies that help parents find your coaching business online.
- [Meta Titles, Descriptions & Keywords](https://help.coachiq.io/website/seo-marketing/meta-titles-descriptions.md): Master the art of writing meta titles and descriptions that rank in search and get clicks. Practical keyword strategies for sports coaches.
- [Favicon and Social Share Images](https://help.coachiq.io/website/seo-marketing/favicon-share-images.md): Set up your website favicon and Open Graph images so your coaching business looks professional in browser tabs and when shared on social media.
- [Sitemap Builder](https://help.coachiq.io/website/seo-marketing/sitemap-builder.md): Control which pages appear in search engines using the Sitemap Builder. Learn how to hide pages from Google or make them discoverable.
- [Google Says "No Information Available" for Your Page](https://help.coachiq.io/website/seo-marketing/pages-hidden-from-google.md): If Google search results show "No information is available for this page," your pages are likely hidden in the Sitemap Builder. Here's how to fix it.
- [URL Redirects](https://help.coachiq.io/website/seo-marketing/url-redirects.md): Set up URL redirects to prevent broken links when you rename, move, or delete pages. Keep your SEO value and avoid frustrating visitors.
- [Get Your CoachIQ Website Indexed on Google](https://help.coachiq.io/website/seo-marketing/seo-google-search-console.md): Step-by-step guide to setting up Google Search Console and submitting your sitemap so Google indexes your CoachIQ website and shows it in search results.
- [Understanding Your Athlete Portal](https://help.coachiq.io/athlete-portal/understanding-your-athlete-portal.md): Learn how CoachIQ's Athlete Portal works, including iOS app restrictions, athlete access methods, and what you control as a coach.
- [App Builder Overview & Navigation](https://help.coachiq.io/athlete-portal/app-builder-navigation-and-interface.md): Master the App Builder interface to create and manage your athlete portal. Learn how to navigate sections, configure pages, and publish changes.
- [Customize Your Athlete Portal Design](https://help.coachiq.io/athlete-portal/design-settings.md): Learn how to customize your Athlete Portal's appearance with themes, brand colors, and button styling for a professional look.
- [Menu & Links settings](https://help.coachiq.io/athlete-portal/menu-and-links.md): Control which pages appear in your athletes' navigation and configure your active portal domains.
- [Channels - Communication Hub for Athletes](https://help.coachiq.io/athlete-portal/channels.md): Master athlete communication with Channels. Learn how to send announcements, manage direct messages, and understand what athletes see in their portal.
- [Managing Schedulers in Your Athlete Portal](https://help.coachiq.io/athlete-portal/schedule.md): Learn how to add, organize, and customize schedulers in your Athlete Portal so athletes can book sessions directly from their app.
- [Add and Organize Programs in Your Athlete Portal](https://help.coachiq.io/athlete-portal/content.md): Learn how to display training programs, certifications, and resources in your Athlete Portal. Configure sections, access levels, and organization for optimal athlete engagement.
- [Display Products & Payments in Your Athlete Portal](https://help.coachiq.io/athlete-portal/products.md): Learn how to add products and payment options to your Athlete Portal. Understand platform restrictions and optimize your sales strategy across web and mobile.
- [Set Up Page Paywalls to Monetize Your Athlete Portal](https://help.coachiq.io/athlete-portal/paywall-settings.md): Learn how to restrict athlete access to Programs, Scheduling, and Products pages until payment. Complete paywall setup guide with troubleshooting.
- [Use Hidden Products to Control Paywall Access](https://help.coachiq.io/athlete-portal/hidden-products-paywall.md): Learn how to use hidden products on your athlete portal paywall to manage grandfathered pricing, invite-only access, and complimentary memberships.
- [Family accounts in the Athlete Portal](https://help.coachiq.io/athlete-portal/family-accounts.md): How parents add and manage their athletes, who receives reminders for a managed child, how a parent sees every athlete's bookings, and how registration asks which athlete is being signed up
- [Booking in the native athlete app](https://help.coachiq.io/athlete-portal/native-app-booking.md): What athletes and parents see when they book from the iOS or Android app: the pay-or-credit prompt, purchases that open in the browser, and session location in Bookings
- [Add Analytics and Tracking to Your Athlete Portal](https://help.coachiq.io/athlete-portal/scripts-and-analytics.md): Learn how to add Google Analytics, Facebook Pixel, and custom scripts to track athlete engagement on your portal's web edition.
- [Inbox Overview - Your Communication Hub](https://help.coachiq.io/inbox/inbox-overview.md): Master CoachIQ's Inbox to communicate with athletes through in-app messages, SMS, announcements, and email. Learn when to use each message type.
- [In-App Messages - Direct Athlete Communication](https://help.coachiq.io/inbox/in-app-messages.md): Send free, direct messages to athletes through the CoachIQ app and athlete portal. Learn how to use in-app messaging for personalized coaching communication.
- [SMS Messages - Setup and Best Practices](https://help.coachiq.io/inbox/sms-messages.md): Set up your business phone number and send text messages through CoachIQ. Learn SMS best practices, costs, and how to manage text conversations.
- [How SMS credits work](https://help.coachiq.io/inbox/sms-credits.md): What a credit pays for, how long messages and emojis change the cost, why credits are separate from 10DLC approval, and what to do when texts don't send.
- [Announcements - Broadcasting to Your Team](https://help.coachiq.io/inbox/announcements.md): Send professional team-wide announcements that appear as emails, push notifications, and in the athlete portal. Perfect for schedules, updates, and important news.
- [Set Up Your Professional Business Email](https://help.coachiq.io/inbox/professional-email.md): Create a professional email like coach@yourbusiness.com using Google Workspace. Step-by-step guide for sports coaches and training businesses.
- [Add Attachments to Messages - Forms, Products, Sessions & Media](https://help.coachiq.io/inbox/attaching-forms-schedulers-and-products.md): Learn how to attach forms, products, schedulers, and media to your Inbox messages. Enhance communication with clickable links that drive action.
- [Using Tags for Group Messages](https://help.coachiq.io/inbox/using-tags-for-group-messages.md): Save time by messaging groups of athletes using tags. Learn how to create, apply, and use tags for efficient team communication in CoachIQ.
- [Understanding CoachIQ Scheduling: The Complete Overview](https://help.coachiq.io/scheduling/overview.md): Learn how CoachIQ's scheduling system works and the three building blocks that power your bookable sessions
- [Scheduling Quick Start Checklist](https://help.coachiq.io/scheduling/quick-setup.md): Pre-launch checklist to ensure your scheduling system is ready for athletes to book
- [Your First Bookable Session: 10-Minute Setup](https://help.coachiq.io/scheduling/book-your-first-session.md): Create your first bookable session in 10 minutes and start accepting athlete bookings today
- [How Availability Works in CoachIQ](https://help.coachiq.io/scheduling/how-availability-works.md): Understand availability templates, how they work, and why they're the foundation of your scheduling system
- [Creating Your Availability Schedule](https://help.coachiq.io/scheduling/create-your-availability.md): Set up your coaching availability with weekly patterns, specific dates, or using Copilot AI
- [Setting Blackout Days and Time Off](https://help.coachiq.io/scheduling/setting-black-out-dates.md): Block specific dates for vacations, holidays, or time off and manage schedule changes
- [Switching to a Seasonal Schedule](https://help.coachiq.io/scheduling/seasonal-schedule-transition.md): Transition from one seasonal availability to another automatically, with no overlap and no manual swap required.
- [Managing Availability for Multiple Coaches](https://help.coachiq.io/scheduling/managing-availability-for-multiple-coaches.md): Set up and manage availability for multiple coaches to prevent conflicts and optimize team scheduling
- [What Are Schedulers? (And Why You Need Them)](https://help.coachiq.io/scheduling/what-are-schedulers.md): Learn what schedulers are, how they differ from sessions, and when to create multiple scheduler types
- [Creating Your First Scheduler](https://help.coachiq.io/scheduling/creating-your-first-scheduler.md): Complete walkthrough of creating your first scheduler with duration, capacity, and booking settings
- [Scheduler Settings: Limits and Permissions](https://help.coachiq.io/scheduling/scheduler-settings-limits-and-permissions.md): Configure booking limits, capacity, cancellation policies, and athlete permissions to protect your business and ensure fair access to sessions.
- [Advanced Scheduler Settings: Coaches, Locations & Reminders](https://help.coachiq.io/scheduling/advanced-scheduler-settings.md): Configure coaches, locations, and automated reminders to complete your scheduler setup and improve the booking experience.
- [Duration, Start Times, and Overlapping Sessions](https://help.coachiq.io/scheduling/overlapping-slots.md): Set how long a session runs, how often a new one can start, and whether two bookings may share the same window.
- [Setting Up Payment Options for Sessions](https://help.coachiq.io/scheduling/setting-up-payment-options.md): Configure free, paid, or credit-based sessions in CoachIQ. Complete guide to connect Stripe, set up products, and process coaching payments.
- [How Credits Work on a Scheduler](https://help.coachiq.io/scheduling/credits-and-schedulers.md): The scheduler side of the credit system: the Paywalled → Credit payment option, credit cost per booking, which credits a scheduler accepts, refunds on cancellation, what athletes see at checkout, and every edge case that comes up when athletes book with credits.
- [Organizing Schedulers: Catalog, Tags & Team Visibility](https://help.coachiq.io/scheduling/organizing-schedulers.md): Sort schedulers into catalog types, tag them for filtering, control which athletes can see each one, and archive the ones you are done with.
- [Sharing Schedulers on the Athlete App](https://help.coachiq.io/scheduling/sharing-schedulers.md): Quick guide to making your schedulers visible and bookable in the athlete app with smart organization strategies.
- [Coaches](https://help.coachiq.io/scheduling/setup-coaches.md): Connect coaches to your schedulers, give each their own availability, and see at a glance who covers what.
- [Locations](https://help.coachiq.io/scheduling/setup-locations.md): Save the places you coach, including Google Meet and Zoom links, attach them to schedulers, give individual dates their own venue, and let athletes see exactly where to show up.
- [Resources](https://help.coachiq.io/scheduling/resources.md): Track courts, rooms, and equipment; attach them to schedulers; choose whether a booking reserves all of them or one open one; and prevent (or allow) double-booking.
- [Scheduler Defaults](https://help.coachiq.io/scheduling/setup-defaults.md): Set the timing, booking window, booking rules, and limits that every new scheduler starts with, so you configure them once instead of on each session.
- [Calendar: Your Scheduling Command Center](https://help.coachiq.io/scheduling/calendar-overview-and-navigation.md): Master calendar views, filtering, and navigation to manage all your sessions, bookings, and athletes efficiently.
- [Calendar Analytics](https://help.coachiq.io/scheduling/calendar-analytics.md): Track booking performance, fill rates, cancellation patterns, and coach utilization to optimize your schedule
- [Share a Calendar Across Two Groups](https://help.coachiq.io/scheduling/shared-calendar-across-groups.md): Link two groups in the same organization so a booking in one blocks the same time slot in the other, preventing double-booked spaces
- [Sync Bookings to Google Calendar](https://help.coachiq.io/scheduling/google-calendar-sync.md): Automatically sync your CoachIQ bookings to Google Calendar so sessions appear on your personal calendar.
- [Understanding Booking Types in CoachIQ](https://help.coachiq.io/scheduling/understanding-booking-types.md): Learn the three ways athletes get booked into sessions and when to use each booking method for your coaching business
- [How to Manually Book Athletes into Sessions](https://help.coachiq.io/scheduling/manually-booking-athletes.md): Step-by-step guide to using the Booking Builder for direct athlete scheduling, including credit handling and booking outside normal availability
- [Booking for Multiple Athletes (Family Accounts)](https://help.coachiq.io/scheduling/booking-for-multiple-athletes.md): Enable parents to book multiple sessions for their children using a single account and shared credit balance
- [Creating and Managing Recurring Bookings](https://help.coachiq.io/scheduling/recurring-bookings.md): Set up recurring booking patterns for athletes who train on a regular schedule and manage individual session occurrences
- [Editing & Rescheduling Bookings](https://help.coachiq.io/scheduling/editing-rescheduling-bookings.md): How to modify booking details or move sessions to a different time
- [Checking In Athletes](https://help.coachiq.io/scheduling/checking-in-athletes.md): Track attendance by checking in athletes when they arrive for sessions
- [Canceling Bookings: Process and Outcomes](https://help.coachiq.io/scheduling/canceling-bookings.md): Quick guide to canceling sessions, understanding credit refunds, and managing cancellation notifications
- [Understanding CoachIQ Payments](https://help.coachiq.io/payments/getting-started.md): Learn how CoachIQ Payments works and how money flows from your clients to your bank account
- [Connecting Stripe to CoachIQ](https://help.coachiq.io/payments/connecting-stripe.md): Connect your Stripe account to CoachIQ to start accepting payments, processing subscriptions, and managing transactions
- [Stripe Dashboard Basics](https://help.coachiq.io/payments/stripe-dashboard.md): Navigate your Stripe dashboard to view payouts, manage customers, and access financial reports
- [How to Disconnect Your Stripe Account](https://help.coachiq.io/payments/disconnect-stripe.md): Remove the connection between CoachIQ and your Stripe account — step-by-step with no support ticket needed.
- [Revenue Sharing](https://help.coachiq.io/payments/sharing-rev.md): Route product revenue to another CoachIQ organization's Stripe account
- [Products Overview](https://help.coachiq.io/payments/product-overview.md): Understand the three product types in CoachIQ and how to use them to monetize your coaching business
- [Product Types Explained](https://help.coachiq.io/payments/product-types.md): Understand the differences between One-Time, Subscription, and Access Code products to choose the right type for your offerings
- [Product Builder: Complete Reference](https://help.coachiq.io/payments/product-builder.md): Field-by-field guide to every option in the CoachIQ Product Builder
- [Using Products in Your Business](https://help.coachiq.io/payments/attach-products.md): Attach products to session schedulers, programs, and forms to start accepting payments from clients
- [Processing Fees Configuration](https://help.coachiq.io/payments/processing-fee.md): Configure who pays Stripe transaction fees - absorb costs or pass them to clients
- [Guest Checkout](https://help.coachiq.io/payments/guest-checkout.md): Let people buy a product or book a session without creating a CoachIQ account
- [Understanding CoachIQ's Credit System](https://help.coachiq.io/payments/credits/credit-system-overview.md): Complete guide to how credits work, why to use them, and how they benefit your coaching business
- [Credit Usage Limits & Restrictions: Controlling How Credits Are Used](https://help.coachiq.io/payments/credits/credit-usage-limits-restrictions.md): Control how and where athletes can use their credits with scheduler restrictions and usage limits
- [Managing Athlete Credits: Balance Tracking and Manual Operations](https://help.coachiq.io/payments/credits/managing-athlete-credits.md): Master daily credit management—view balances, grant credits, read logs, troubleshoot issues, and handle athlete credit requests efficiently
- [Subscription-Based Scheduling: Recurring Credit Memberships](https://help.coachiq.io/payments/credits/recurring-credit-memberships.md): Master recurring subscriptions—create unlimited monthly memberships, understand ∞ credit notation, manage renewals, and optimize subscription revenue
- [Subscriptions Dashboard](https://help.coachiq.io/payments/subscriptions-dashboard.md): Navigate the Subscriptions page to monitor recurring billing, track active memberships, and manage subscription status
- [Managing Subscriptions](https://help.coachiq.io/payments/manage-subscriptions.md): Cancel, pause, or modify active subscriptions and handle subscription changes
- [Upgrading an Athlete's Membership](https://help.coachiq.io/payments/upgrade-membership.md): Step-by-step guide to upgrading an athlete from one membership tier to another while keeping Stripe and CoachIQ in sync
- [Grandfathering Client Pricing](https://help.coachiq.io/payments/grandfather-pricing.md): How to raise prices for new clients while keeping existing subscribers at their current rate
- [Matching Clients Between Stripe and CoachIQ](https://help.coachiq.io/payments/stripe-coachiq-reconciliation.md): Find and verify client payment records across both platforms when subscription status doesn't match or payments seem missing
- [Transactions Dashboard](https://help.coachiq.io/payments/transactions.md): View all payments, refunds, and revenue activity in one centralized transaction history
- [Issuing Refunds](https://help.coachiq.io/payments/issuing-refunds.md): Process full and partial refunds for one-time purchases and subscription payments
- [Failed Payments](https://help.coachiq.io/payments/failed-payments.md): Recover failed subscription and one-time payments to prevent revenue loss and maintain client access
- [Coupons](https://help.coachiq.io/payments/coupon-overview.md): Create and manage discount codes for promotions, partnerships, and special offers
- [Your Client Directory: Overview & Navigation](https://help.coachiq.io/people/overview.md): Your complete guide to managing clients and staff in CoachIQ—understand the People section and quickly find exactly what you need
- [Adding & Editing Client Information](https://help.coachiq.io/people/adding-editing-clients.md): Create new clients manually or import hundreds at once—plus how to keep client information accurate and up-to-date
- [Sign-up & Profile: Control What You Collect at Sign-up](https://help.coachiq.io/people/sign-up-and-profile.md): Decide whether new accounts are parents or athletes, choose which fields appear on your sign-up form, mark them required, and add custom profile fields.
- [Organizing Clients with Tags & Filters](https://help.coachiq.io/people/tags-filters.md): Master tags and filters to segment your client base, find people quickly, and send targeted group messages
- [Block or Remove an Athlete](https://help.coachiq.io/people/block-and-remove-athletes.md): Learn how to block or remove an athlete from your group or organization in CoachIQ.
- [Client Profiles: Complete Activity Dashboard](https://help.coachiq.io/people/client-profiles/client-profiles.md): Everything you need to know about a client in one place—navigate the profile dashboard and understand each activity tab
- [All Activity Feed: Complete Timeline View](https://help.coachiq.io/people/client-profiles/client-profiles-activity.md): See every booking, purchase, form submission, and program enrollment in one unified timeline
- [Messages: Conversation History](https://help.coachiq.io/people/client-profiles/client-profiles-messages.md): View all In-App and SMS messages with a client, send new messages, and review past conversations
- [Bookings: Session History](https://help.coachiq.io/people/client-profiles/client-profiles-bookings.md): View upcoming sessions, past attendance, and canceled bookings with time zone control
- [Credits: Balance & Transaction History](https://help.coachiq.io/people/client-profiles/client-profiles-credits.md): Track credit balances, redemptions, expirations, and purchases across Master Credits and product-specific credits
- [Products: Purchase History](https://help.coachiq.io/people/client-profiles/client-profiles-products.md): View everything a client has purchased and manually add products to their account
- [Transactions: Payment History & Revenue](https://help.coachiq.io/people/client-profiles/client-profiles-transactions.md): Track all payments, refunds, failed charges, and total revenue from a client across any time period
- [Subscriptions: Recurring Billing Status](https://help.coachiq.io/people/client-profiles/client-profiles-subscriptions.md): Track active memberships, canceled subscriptions, trial periods, and monthly recurring revenue per client
- [Media Hub: Shared Content](https://help.coachiq.io/people/client-profiles/client-profiles-media.md): View programs, lessons, and videos you've assigned to a client, filter by content tags, and toggle display views
- [Waivers: Who Has Signed, and When](https://help.coachiq.io/people/client-profiles/client-profiles-waivers.md): See which waivers a client has accepted, record an acceptance you collected in person, and chase the ones still missing.
- [Managing Your Coaching Staff](https://help.coachiq.io/people/managing-staff.md): Add coaches and admins to your team, control their access to platform features, and manage permissions for multi-coach operations
- [Create Online Training Programs & Digital Coaching Content](https://help.coachiq.io/content/content-overview.md): Build and sell online training programs for athletes. Learn how to upload videos, create interactive lessons, and deliver digital coaching content through CoachIQ.
- [Upload & Organize Your Coaching Media](https://help.coachiq.io/content/media-overview.md): Learn how to upload videos and images to CoachIQ's Media Hub, organize content with tags, and manage your media library.
- [Build Training Programs Athletes Access in the App](https://help.coachiq.io/content/programs-overview.md): Learn how to create and structure training programs in CoachIQ. Combine lessons and videos, set progression rules, and deliver professional coaching content through the athlete app.
- [Create Interactive Training Lessons for Athletes](https://help.coachiq.io/content/lesson-overview.md): Learn how to build engaging, swipeable lessons in CoachIQ's Lesson Builder. Add videos, quizzes, text overlays, and let athletes upload their own content for review.
- [Lesson Elements Guide: Media, Text, Quizzes, Forms & More](https://help.coachiq.io/content/lesson-components.md): Master all six lesson elements in CoachIQ—Media, Text, Button, Quiz, Form, and Upload. Learn how to configure each element to create engaging interactive lessons for athletes.
- [How to Share, Sell, and Monetize Your Training Programs](https://help.coachiq.io/content/sharing-programs.md): Learn how to publish programs to your athlete portal, set up paywalls, share privately with specific athletes, and connect payment products in CoachIQ.
- [Record & Annotate Video Feedback for Athletes](https://help.coachiq.io/content/video-analysis.md): Use CoachIQ's Video Analysis tool to record personalized feedback, annotate technique, and deliver professional video breakdowns to your athletes.
- [What Are Forms?](https://help.coachiq.io/tools/forms/overview.md): Collect athlete info, registrations, waivers, and payments — all in one place that connects to your entire CoachIQ system.
- [Creating & Customizing Forms](https://help.coachiq.io/tools/forms/creating-forms.md): Build professional intake forms, registrations, and waivers using templates or from scratch — complete field type reference included.
- [Collecting Payments & Bookings](https://help.coachiq.io/tools/forms/payments-and-bookings.md): Add products and schedulers to your forms so athletes can register, pay, and book — all in one seamless flow.
- [Sharing Your Forms](https://help.coachiq.io/tools/forms/sharing-forms.md): Get your form link, embed on your website, send via Inbox, and control what happens after submission.
- [What Returning Visitors See: The Sign-In Prompt](https://help.coachiq.io/tools/forms/returning-visitor-sign-in.md): When a form requires login and someone enters an email that already has an account, CoachIQ asks them to sign in mid-form. Here is exactly what they see, why, and what to tell them.
- [Responses & Automations](https://help.coachiq.io/tools/forms/responses-and-automations.md): View form submissions, export data, and trigger automated actions when athletes complete your forms.
- [What Are Automations?](https://help.coachiq.io/tools/automations/what-are-automations.md): Let CoachIQ handle repetitive tasks automatically so you can focus on coaching
- [Build Your First Automation](https://help.coachiq.io/tools/automations/build-your-first-automation.md): Create a welcome email that sends automatically when someone joins—in under 5 minutes
- [Automation Templates](https://help.coachiq.io/tools/automations/automation-templates.md): Start from a ready-made automation for conversion, retention, or operations, then adjust the message and conditions to fit your business.
- [Triggers & Actions Reference](https://help.coachiq.io/tools/automations/triggers-actions-reference.md): Complete list of all automation triggers, conditions, data sources, actions, and dynamic fields
- [Automation Builder Reference](https://help.coachiq.io/tools/automations/builder-reference.md): What each section of the automation builder does: Details, Triggers, Data Sources, Conditions, Actions, Execution Logs, Settings, and Test Run.
- [Scheduled Automations](https://help.coachiq.io/tools/automations/scheduled-automations.md): Run automations on a schedule to catch expiring credits, inactive members, and more
- [Integrate CoachIQ with Zapier](https://help.coachiq.io/tools/automations/zapier-integration.md): Connect CoachIQ to thousands of apps — push new athletes, bookings, purchases, and form submissions to Google Sheets, Airtable, your CRM, and more.
- [Zapier Troubleshooting & Error Reference](https://help.coachiq.io/tools/automations/zapier-troubleshooting.md): Every error message CoachIQ can return to a Zap, what it means, and how to fix it, plus the questions we get most about Zaps that don't fire.
- [Automation Playbook](https://help.coachiq.io/tools/automations/automation-playbook.md): 11 ready-to-use automations for leads, onboarding, retention, credits, and events
- [Waivers: Create, Require & Track Compliance](https://help.coachiq.io/tools/waivers/waivers.md): Create liability waivers, require agreement at checkout or on forms, and track which clients have accepted
- [Settings Overview](https://help.coachiq.io/settings/index.md): Everything you can configure from the CoachIQ Settings area — your account, organization, integrations, notifications, billing, and data tools — and where each one lives.
- [General Settings: Account, Organization, Groups & Blocklist](https://help.coachiq.io/settings/general.md): Update your personal profile, set your business name, logo, currency and domain, switch between the groups you belong to, and block access by email.
- [Developer Settings: API Keys & Webhooks](https://help.coachiq.io/settings/developer.md): Find your Org ID and Group ID, create API keys for Zapier and other integrations, and set up webhooks that push CoachIQ events to external URLs.
- [Communication Settings: Notifications, SMS Number & Inbox](https://help.coachiq.io/settings/communication.md): Choose which email and push alerts you receive, set up your dedicated business texting number with 10DLC registration, and control what shows in your Inbox.
- [Billing Settings: Your CoachIQ Plan & Stripe Portal](https://help.coachiq.io/settings/billing.md): Manage the card on file for your CoachIQ subscription, download invoices, and view the products and invoices in your connected Stripe account.
- [Data Settings: Shared Calendar, Logs & Imports](https://help.coachiq.io/settings/data.md): Link group calendars so bookings share busy time, review 30 days of account activity, and bulk-import people or bookings from a CSV.
- [Change your organization and group name](https://help.coachiq.io/settings/change-organization-group-name.md): Update your business name and group name in CoachIQ Settings, and understand how name changes affect your platform URLs.
- [Power-Ups](https://help.coachiq.io/power-ups/index.md): Premium services to accelerate your coaching business with done-for-you solutions
- [Done-for-You Paid Ads](https://help.coachiq.io/power-ups/done-for-you-paid-ads.md): Get qualified leads on autopilot with fully managed Facebook and Instagram ad campaigns
- [Get Your Own Branded App in the App Store](https://help.coachiq.io/power-ups/personalized-app.md): A custom-branded iOS app for your training business with your logo, colors, and identity
- [Additional App & Site](https://help.coachiq.io/power-ups/additional-app-and-site.md): Expanding your business? Add a new location, website, or app for your growing operation
- [User Limit Expansion](https://help.coachiq.io/power-ups/user-limit-expansion.md): Raise the 400-athlete cap and the recipient limits on announcements, SMS, and email as your organization grows
- [Custom Feature Request](https://help.coachiq.io/power-ups/custom-feature-request.md): Have a specific need? We'll review your request and build a custom solution for your business
- [Set Up Your Personalized App](https://help.coachiq.io/power-ups/setup/personalized-app-setup.md): Everything you need to get your custom-branded iOS app built, approved, and live on the App Store
- [Grant Meta Ads Access to CoachIQ](https://help.coachiq.io/power-ups/setup/grant-meta-ads-access.md): One-time setup to give CoachIQ the access needed to manage your Facebook and Instagram ad campaigns
- [Grant CoachIQ Access to Your MindBody Account](https://help.coachiq.io/power-ups/setup/grant-mindbody-access.md): Add CoachIQ as a staff member in MindBody so we can access your client data, subscriptions, and schedules during your transfer
- [Business Guides](https://help.coachiq.io/guides/index.md): Long-form guides for coaches building and running a sports training facility: pricing, getting found, finding a space, protecting the business, and hiring your first trainers
- [How to Price Your Sports Coaching Services: The Complete Guide](https://help.coachiq.io/guides/pricing-your-services.md): Learn how to price personal training sessions, create subscription packages, and build a profitable coaching business. Commitment-based pricing strategies that work.
- [Getting Found Online: SEO for Sports Coaches](https://help.coachiq.io/guides/getting-found-online-seo.md): The busy coach's guide to showing up when parents search for training. Focus on what actually moves the needle—Google Business Profile, reviews, and local content.
- [How to Find and Lease a Training Facility: Complete Guide for Coaches](https://help.coachiq.io/guides/building-your-training-facility.md): How to go from renting gym time to your own training facility: prove demand first, real costs, the 8-12 month search, and lease negotiation. Built on one owner's real numbers.
- [Legal & Risk Management for Training Facilities](https://help.coachiq.io/guides/legal-risk-management.md): Essential legal and risk management guidance for sports training facilities and private coaches.
- [The Complete Guide to Hiring & Onboarding Trainers](https://help.coachiq.io/guides/hiring-onboarding-trainers.md): Master the complete process of finding, evaluating, and onboarding exceptional trainers who will represent your coaching philosophy and grow your business.
- [Product Changelog](https://help.coachiq.io/changelog.md): New updates and improvements