Scheduling Overview

Learn how to set up and manage scheduling in CoachIQ, including one-off services, member bookings, availabilities, and session customization.

CoachIQ Scheduling Overview

Introduction

CoachIQ's scheduling system is designed to help you manage private sessions, camps, and memberships efficiently. This guide provides an overview of how scheduling works, covering one-off services and member-based bookings, along with setup instructions and key features.

Understand how to set up your Scheduling

One-Off Services

One-off services are publicly bookable and displayed on your CoachIQ website. These can include:

  • Private training sessions

  • Camps and clinics

Anyone can book these services directly from your public-facing website without needing a membership.

Scheduling for Members

Member-exclusive scheduling is managed through the member login or athlete app. Members can book sessions through the Sessions tab, ensuring seamless access to their training schedule.

Setting Up Scheduling in CoachIQ

Creating Bookable Sessions

To set up sessions, follow these steps:

  1. Navigate to Services > Sessions

  2. Create availabilities based on your preferred schedule

  3. Use the session builder to customize offerings, including pricing, athlete capacity, and duration

Availabilities

Availabilities define when athletes can book sessions. Examples include:

  • "Baby Buckets" availability: Monday 5:30 PM - 6:30 PM

  • Open Gym: Saturdays 10:00 AM - 12:00 PM

These slots form the foundation of your scheduling setup.

Session Builder

The session builder lets you configure the details of each session:

  • Price: Set session fees

  • Number of athletes: Define capacity limits

  • Start and end dates: Schedule seasonal offerings

  • Session duration: Adjust session lengths

  • Other custom settings: Location, required credits, etc.

Session Builder Settings and Features

Customization Options

  • Session duration: Configure session lengths

  • Buffer times: Add time gaps between sessions

  • Booking windows: Set cancellation and booking notice periods

  • Future booking limits: Restrict how far in advance athletes can book

  • Start and end dates: Define specific scheduling periods

  • Cancellation permissions: Customize cancellation policies

Credit System

CoachIQ's credit system enables flexible payments:

  • Members can purchase and redeem credits for sessions

  • Sessions can be assigned a credit requirement

  • Coaches can track credit usage through the dashboard

Additional Features

  • Paywalls: Require upfront payments for bookings

  • Location selection: Assign venues for sessions

  • Coach assignment: Auto-assign coaches to sessions

  • Automated reminders: Notify athletes about upcoming bookings

Conclusion

All bookings will appear in your CoachIQ Calendar, providing a centralized view of your schedule. This guide offers a foundational understanding of scheduling within CoachIQ.

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