Client Management Overview
Steps to Manage Client Data:
Access the People Tab:
Open the CoachIQ mobile app or web platform.
Navigate to the "People" tab, where you will find a list of everyone who has interacted with your organization, such as signing up or filling out forms.
View Client Profiles:
Click on a client’s name to access their individual profile. Here, you can review various types of engagement and interactions:
Forms: Check if the client has completed any forms.
Products: Look for any products they have ordered.
Programs: Verify if they have viewed any programs.
Sessions: See if they have signed up for any coaching sessions.
Videos: Check if they have uploaded any videos.
Monitor Subscriptions and Payments:
Within the client profile, you can see if the client is currently subscribed to any of your services and their payment status.
You can add new subscriptions or manage existing payments directly from this view.
Customize Client Profiles:
Add custom fields to store additional data relevant to each athlete. This could include performance metrics, personal notes, or other important information.
To add a field, select "Add Field" in the athlete profile and enter the necessary data.
Communicate and Organize:
Send messages directly to clients from their profile to maintain clear and consistent communication.
Use tags to categorize athletes for better organization or targeted communication. This can be especially useful for grouping clients by program type, activity level, or other criteria.
Additional Tips:
Regular Updates: Regularly update client data to keep track of their progress and changes in their status.
Data Privacy: Ensure all client data is handled with confidentiality and compliance with privacy laws.
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