Help Center
Office HoursCoachIQ Login
  • Start Here
    • Quickstart
  • Website
    • Website Overview
    • Pages & Templates
      • Header Navigation and Footer Editing
    • Page Sections
      • Backgrounds in Sections
      • Buttons in Sections
      • Duplicating Sections
      • Scheduling Section
      • Numbered Steps Section
      • Gallery Section
      • Logo Showcase Section
      • Forms Sections
      • Content & Media
      • Features Section
      • Pricing Section
      • Testimonies Section
      • Credibility Section
    • Connecting Your Domain
      • Purchasing a New Domain
      • Connecting a WIX domain
      • Connecting GoDaddy Domain
      • Squarespace Permission Sharing
      • Connecting Namecheap Domain
    • Analytics Tracking
    • Search Optimization
      • Google My Business
      • Apple Maps Listing
      • Keyword Strategy
      • Content Marketing
      • Link Building
    • Get a Professional Email
      • Squarespace
      • GoDaddy
  • Athlete Portal
    • Add Sessions
    • Add Products
    • Add Programs
    • Paywalling Specific Pages
    • Design your Portal
    • Personalized Athlete Portal URL
    • Edit Share Link
    • Athlete Notifications
  • Payment
    • Payment Overview
    • Creating a Product
    • Add Product to a Session
    • Add a Product to a Program
    • Add a Product to a Form
    • Coupons
    • Access Codes
    • Stripe Account
      • Create a Stripe Account
      • Stripe Payout Schedule
    • Connect your Stripe Account
    • Cancel Client Subscription
    • Failed Payment Handling
    • Add Payment Credit to a Customer's Account
    • Update Client Billing Card
    • Managing Subscriptions
    • Stripe Accounts for Multiple Locations
    • Currency Selection
    • Payment FAQ
  • Scheduling
    • Scheduling Overview
    • Create a Session
    • Manually Book Athletes
    • Recurring Bookings
    • Canceling Sessions
    • Credits System
    • Managing Athlete Credits
    • Add Auto-Reminders
    • Overlapping other Sessions
    • Adding & Managing Coaches
    • Black Out Dates
    • Schedule Avaliability
  • Inbox
    • Client Communication Overview
    • Announcements & Emails
    • In App Messaging
    • Texting Clients
      • Create Your Own Business Phone Number
      • Texting Limits & Cost
      • Setting up a Call Redirect Number
  • people
    • Client Management Overview
    • Manage Athlete Credits
    • Import Contacts
    • Adding an Admin
    • Updating User / Admin Info
    • Understanding Groups
    • Reset Password
    • Custom Fields
    • Add Waivers and Liability Forms
    • Managing Customers FAQ
  • Tools
    • Forms Overview
      • Leveraging Forms for Camps
      • Athlete Onboarding Wavier Form
      • Sharing Form Options
      • Add Payments to Forms
      • Require Login/Sign up to Forms
    • How to Create Automations in CoachIQ
      • Using Webhooks in CoachIQ
      • Integrate with Zapier
    • QR Codes in CoachIQ
  • Video
    • Media Hub Overview
      • Adding & Managing Tags
      • Sharing Media as Links
      • Uploading Media
      • Downloading Media
      • Compress Files
      • Deleting Multiple Files
      • Media Organization Examples
    • Virtual Programs Overview
      • Creating a Program
      • Sharing Programs
      • Sharing Programs Privately
      • Paywalling a Program
      • Editing Thumbnails
      • Viewing Users Stats
      • Coach Examples
    • Video Lessons Overview
      • Adding a Lesson to a Program
      • Lesson Best Practices
    • Video Analysis Overview
      • Record and Create a New Video
      • Running a Live Zoom
      • Take a Screenshot
      • Switching Clips
      • Split Screen
      • Other Coach Examples
  • Advanced
    • Migrating from Stripe Express to a Regular Stripe Account
    • Transfer from Wix Subscriptions
    • How to Launch Facebook Ads with CoachIQ
    • How to Warm Up Your Email with CoachIQ Leads
    • Personalized IOS App Benefits
    • Personalized IOS App Set Up
      • Update Apple Agreements
    • Billing Info
Powered by GitBook
On this page
  • Adding Custom Fields to Customer Profiles
  • Steps to Add Custom Fields
  • Creating a Custom Field
  • Adding Data to the Custom Field
  • Important Notes
  • Why This is Valuable for a Private Sports Coach
  1. people

Custom Fields

PreviousReset PasswordNextAdd Waivers and Liability Forms

Last updated 10 months ago

Adding Custom Fields to Customer Profiles

Within Coach IQ, you can store custom data in any of your customers' profiles. Here's how to do it:

Steps to Add Custom Fields

  1. Navigate to the "People" Section:

    • Go to the main dashboard and click on the "People" section to access your customer profiles.

  2. Select a Specific Profile:

    • Click on the profile or person you want to add custom data to.

  3. Look for the "Add Field" Button:

    • In the customer profile, locate the "Add Field" button to start creating a custom field.

Creating a Custom Field

  1. Click on "Add Field":

    • Once in the profile, click the "Add Field" button to create a new custom field.

  2. Name Your Custom Field:

    • Enter a name for your custom field. For example, you can name it "Skill Level."

  3. Add the Custom Field:

    • After naming the field, confirm to add it to the customer's profile.

Adding Data to the Custom Field

  1. Input Data:

    • After creating the custom field, you can input relevant data. For instance, you might enter "Expert Level" under the "Skill Level" field.

  2. Save the Data:

    • Ensure to save the entered data to keep it stored in the customer's profile.

Important Notes

  • Field Availability:

    • Once you create a custom field, it will be available across all customer profiles.

  • Data Entry:

    • You can input and update data within this field for any profile in the "People" section.

  • Use Cases:

    • This feature is excellent for storing notes, additional data, and keeping customer information organized.

  • Unlimited Fields:

    • There is no limit to the number of custom fields you can add.

Why This is Valuable for a Private Sports Coach

Personalized Training Programs

  • Skill Level: By creating a "Skill Level" custom field, coaches can easily track and categorize athletes based on their current abilities. This allows for more tailored training programs that match each athlete's skill set.

  • Example: Coach John can label an athlete as "Beginner," "Intermediate," or "Advanced," ensuring that training sessions are appropriately challenging and beneficial.

Tracking Progress and Milestones

  • Performance Metrics: Coaches can add custom fields like "Personal Best," "Weekly Goals," or "Progress Notes" to monitor the development of their athletes over time.

  • Example: Coach Sarah can record that an athlete has improved their 100m sprint time from 12.5 seconds to 12.2 seconds, helping to motivate the athlete and inform future training adjustments.

Injury and Recovery Management

  • Injury History: Keeping track of any past injuries with a "Injury History" custom field can help in designing safe training routines that avoid aggravating previous injuries.

  • Example: Coach Mike can note that an athlete had a hamstring injury in the past and ensure that their training includes adequate warm-ups and specific exercises to strengthen that area.

Enhancing Communication

  • Parent Contact Info: For younger athletes, having a "Parent Contact Info" field ensures that coaches can quickly get in touch with parents when necessary.

  • Example: Coach Emma can promptly reach out to parents to discuss an athlete's progress or to notify them of schedule changes.

Customizing Athlete Profiles

  • Preferred Training Times: A field for "Preferred Training Times" allows coaches to schedule sessions that fit well with the athlete’s availability, increasing attendance and commitment.

  • Example: Coach Alex knows that Athlete Jane prefers morning sessions, making it easier to schedule consistent training times.

This system allows you to customize and organize customer data efficiently within Coach IQ, leading to more personalized, effective, and safe coaching for your athletes.