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On this page
  • How to Manage Athlete Credits in the People Section
  • Introduction
  • Steps to Manage Athlete Credits
  • Troubleshooting or FAQs
  • Conclusion
  • Related Articles
  1. people

Manage Athlete Credits

Learn how to manage athlete credits in the People section of CoachIQ. This guide covers credit setup, usage, and membership customization.

PreviousClient Management OverviewNextImport Contacts

Last updated 2 months ago

How to Manage Athlete Credits in the People Section

Introduction

Managing athlete credits is key to making sure your sessions run smoothly and your business stays organized. This guide will walk you through how to manage athlete credits in the People section of CoachIQ—from how credits are assigned through memberships to how they're spent, tracked, and manually adjusted.

Steps to Manage Athlete Credits

  1. Purchase a Membership with Credit Rules

    • Visit your public website as an athlete.

    • Select a membership that includes credits (e.g., Baby Buckets Membership).

    • In this example, the membership provides:

      • 4 credits per month

      • Non-rollover credits

      • Credits only usable for specific sessions (e.g., Youth Sessions)

    • Proceed with the purchase (use a test coupon code for testing if needed).

  2. View Credits in the People Tab

    • Navigate to the People section in your CoachIQ dashboard.

    • Click on the athlete’s name (e.g., Russell Reeder).

    • In the Credits section, you'll see:

      • A log of the membership purchase

      • Total available credits (e.g., 4)

      • Eligible session types

      • Renewal date (based on billing cycle)

    • Note: Master Credits appear separately and can be used for any session. These are prioritized before membership credits when booking.

  3. Spend a Credit on a Session

    • Go to the Sessions tab and select an eligible session (e.g., Baby Buckets).

    • Book the session using available membership credits.

    • Return to the athlete’s profile to confirm the credit was deducted.

  4. Manage and Adjust Credits Manually

    • From the athlete's profile in the People section:

      • Click Add Credits to assign Master Credits (for special use cases or compensation).

      • Click Edit Membership to:

        • Change the number of credits allocated per month

        • Adjust session eligibility for that membership

        • Set credit rollover preferences

Troubleshooting or FAQs

  • Q: What’s the difference between Master Credits and Membership Credits?

    • A: Master Credits can be used on any session and are applied before membership credits. Membership credits are restricted by the membership rules.

  • Q: Can I give an athlete extra credits for a specific month?

    • A: Yes. Use the Add Credits button to grant additional Master Credits that can be used immediately.

  • Q: How do I update which sessions are eligible for a membership?

    • A: Edit the membership settings under the athlete’s profile and adjust eligible session types.

Conclusion

Managing athlete credits in CoachIQ ensures that your sessions stay organized, your members get the correct access, and your memberships run as intended. For advanced control, use master credits and membership settings to adjust limits or offer flexibility when needed.

Need more help? Check out our [Membership Setup Guide] or [Session Booking Overview].

Related Articles

  • How to Set Up Memberships with Credits

  • How Athletes Book Sessions with Credits

  • Adding and Managing Master Credits