> ## Documentation Index
> Fetch the complete documentation index at: https://help.coachiq.io/llms.txt
> Use this file to discover all available pages before exploring further.

# First Week Setup Checklist

> 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.

<Info>
  **How this works**: Complete Phase 1 and our team takes it from there—building your products, scheduling, Athlete Portal, and website. Once everything's built, we'll get on a call to review it all together and align on your launch date.
</Info>

## The Three Phases

<CardGroup cols={2}>
  <Card title="Phase 1: Foundation" icon="layer-group">
    Get us everything we need to build your account

    * Onboarding form
    * Stripe connected
    * Photos uploaded
  </Card>

  <Card title="Phase 2: We Build It" icon="hammer">
    Sit back while we build your backend and website

    * Products & pricing
    * Availability & schedulers
    * Athlete Portal
    * Your website
  </Card>

  <Card title="Phase 3: Review & Launch" icon="rocket">
    Walk through everything together and go live

    * Backend walkthrough
    * Website walkthrough
    * Launch date aligned
  </Card>
</CardGroup>

***

## Phase 1: Foundation

Complete these three steps. We can't start building until we have this info.

### Step 1: Complete your onboarding form

You received a personalized onboarding form link in your welcome email. This tells us everything we need to build your account—products, schedulers, and website included:

* Business name and sport
* Your bio and coaching background
* Services you offer
* Pricing structure
* Social media handles

<Warning>
  **Start here.** Nothing else can begin until this form is complete.
</Warning>

***

### Step 2: Upload your photos

<Info>
  **Where to find this**: Content → Media Hub
</Info>

Upload the images we'll use on your website:

* **Logo** (required)
* **Headshot** (required)
* Action shots of you coaching
* Facility photos
* Any other images you want on your site

<Tip>
  Upload more than you think you need. We'll select the best ones for your site.
</Tip>

<Card title="Learn more about Media Hub" icon="images" href="/content/media-overview">
  How to organize and manage your media files
</Card>

***

### Step 3: Connect Stripe

<Info>
  **Where to find this**: Payments → Products → Connect Stripe (or Settings → Stripe Portal)
</Info>

Stripe handles all your payments—credit cards, debit cards, and digital wallets. Deposits go directly to your bank.

<Steps>
  <Step title="Create or sign in to Stripe">
    **New to Stripe?** Go to [stripe.com](https://stripe.com) and create a free account first.

    **Already have Stripe?** You're ready to connect.
  </Step>

  <Step title="Connect to CoachIQ">
    Click **Connect Stripe** and authorize the connection. Takes about 2 minutes.
  </Step>

  <Step title="Verify connection">
    You'll see a green "Connected" status when complete.
  </Step>
</Steps>

<Card title="Stripe setup guide" icon="stripe" href="/payments/connecting-stripe">
  Detailed walkthrough with screenshots
</Card>

***

## Phase 2: We Build It

Once Phase 1 is complete, our team gets to work. There's nothing for you to do during this phase—we'll reach out if we have any questions about your onboarding form.

Here's what we build, using the details from your onboarding form and the photos and Stripe account you've connected:

| We build                  | Based on                                                            |
| ------------------------- | ------------------------------------------------------------------- |
| Products & pricing        | Your onboarding form (private lessons, packages, memberships, etc.) |
| Availability & schedulers | Your onboarding form (session lengths, capacity, hours)             |
| Athlete Portal            | Your branding, plus the products and schedulers above               |
| Your website              | Your bio, photos, and business details                              |

<Note>
  Most coaches use a credit system for packages—athletes buy a package, get credits, and use them to book sessions. We'll set this up as part of your scheduler configuration.
</Note>

***

## Phase 3: Review & Launch

### Step 4: Join your review call

Once everything's built, we'll schedule a call to walk through it with you.

<Steps>
  <Step title="Review your backend">
    We'll walk through your products, schedulers, availability, and Athlete Portal together—showing you how they all connect.
  </Step>

  <Step title="Review your website">
    We'll walk through your live website preview and make sure it matches your vision.
  </Step>

  <Step title="Request changes">
    Anything you want adjusted—pricing, wording, photos, layout—let us know and we'll update it.
  </Step>

  <Step title="Align on launch date">
    Pick a date to go live. We'll coordinate with you.
  </Step>

  <Step title="Launch">
    Share your new website and booking links with athletes.
  </Step>
</Steps>

<Tip>
  **First things to share after launch:**

  * Add your website to your Instagram/social media bio
  * Email your current athletes with your new booking link
  * Update your email signature
</Tip>

***

## Quick Reference

### Where things are

| Task                | Location                                        |
| ------------------- | ----------------------------------------------- |
| Upload photos       | Content → Media Hub                             |
| Connect Stripe      | Payments → Products or Settings → Stripe Portal |
| View products       | Payments → Products                             |
| View availability   | Schedule → Availability                         |
| View schedulers     | Schedule → Schedulers                           |
| Edit Athlete Portal | Athlete Portal → Edit                           |
| View calendar       | Calendar                                        |
| Manage athletes     | People                                          |

### Get help

| Resource                 | Link                                                           |
| ------------------------ | -------------------------------------------------------------- |
| Help Center              | [help.coachiq.io](https://help.coachiq.io)                     |
| Office Hours (live help) | [Book a call](https://cal.com/team/coach-iq/office-hours)      |
| Support                  | In-app chat or email [info@coachiq.io](mailto:info@coachiq.io) |

***

## Checklist

**Phase 1: Foundation**

* [ ] Complete onboarding form
* [ ] Upload photos to Media Hub
* [ ] Connect Stripe account

**Phase 2: We Build It**

* [ ] Nothing to do here—we'll build your products, scheduling, Athlete Portal, and website, and reach out if we have questions

**Phase 3: Review & Launch**

* [ ] Join your review call
* [ ] Confirm your backend setup
* [ ] Confirm your website
* [ ] Align on launch date
* [ ] Go live!

***

<AccordionGroup>
  <Accordion title="Do I need Stripe if I use Venmo or Cash App?">
    Yes. All CoachIQ payments go through Stripe. You can still accept cash or Venmo separately, but online bookings and purchases require Stripe.
  </Accordion>

  <Accordion title="Can you migrate my existing clients?">
    Yes! Send us your contact list and we'll import them. If you have bookings in Acuity, Upperhand, or another platform, share access and we can migrate those too.
  </Accordion>

  <Accordion title="What if I make a mistake during setup?">
    Everything is editable. If something needs to change after your review call, just let us know—we can update prices, schedulers, and your portal anytime. If you get stuck, jump on Office Hours and we'll fix it together.
  </Accordion>

  <Accordion title="Do I need to finish everything before taking clients?">
    No. Once Phase 1 is complete on your end and we've built your products and first scheduler, you can start accepting bookings—you don't have to wait for the full review call or website launch. The rest improves the experience but isn't required to get started.
  </Accordion>
</AccordionGroup>