Currency Selection

Learn how to set or change your currency in CoachIQ. Follow these simple steps to configure your organization's currency settings.

How to Set or Change Your Currency in CoachIQ

Introduction

Setting the correct currency in CoachIQ is essential for managing payments, subscriptions, and financial records. This guide will walk you through the steps to select or update your currency in the platform.

Steps to Set or Change Your Currency

Access Settings

• Navigate to the Settings option located in the bottom-left corner of your screen.

Select Organization Settings

• Within Settings, click on the Organization tab. This section contains all your organization-wide configuration options.

Choose Your Currency

• In the Organization settings, look for the Currency field.

• Select your preferred currency from the following supported options:

  • USD (US Dollar)

  • AUD (Australian Dollar)

  • CAD (Canadian Dollar)

  • EUR (Euro)

  • GBP (British Pound)

• Confirm your selection to apply it across your entire application.

Important Notes

• Single Currency Only: You can only set one currency for your entire application. Multiple currencies are not supported.

• Organization-Wide Impact: Changing the currency will affect all payments and pricing within your account.

Troubleshooting or FAQs

• Q: Can I switch currencies after setting one?

  • A: Yes, you can update your currency by following the same steps. Keep in mind that this change applies organization-wide.

• Q: Why can’t I find my local currency in the list?

  • A: CoachIQ currently supports the following currencies: USD, AUD, CAD, EUR, and GBP. If your currency is not listed, we recommend using one of the available options.

• Q: Does changing the currency affect existing invoices or subscriptions?

  • A: Yes, changing your currency may impact existing financial records. Ensure you communicate any changes with your clients if necessary.