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
  • Managing Athlete Credits in the People Section
  • Introduction
  • Viewing Credits in the People Tab
  • Managing Credits
  • Conclusion
  1. Scheduling

Managing Athlete Credits

Learn how to manage athlete credits in CoachIQ’s People section, including viewing, adjusting, and tracking credits for memberships and sessions.

PreviousCredits SystemNextAdd Auto-Reminders

Last updated 2 months ago

Managing Athlete Credits in the People Section

Introduction

CoachIQ provides a flexible credit management system, allowing coaches to track and adjust athlete credits effectively. This guide walks through how to manage credits within the People section, from membership purchases to spending and modifying credits.

Viewing Credits in the People Tab

Once a membership is purchased, coaches can navigate to the People tab to view and manage an athlete’s credits. Selecting an athlete (e.g., Russell Reeder) reveals:

  • Credit purchase log: Displays details of the membership and credits assigned.

  • Booking details: Shows how and where credits can be spent.

  • Total credits available: Displays the remaining balance.

  • Credit renewal date: Indicates when new credits will be issued (if applicable).

Additionally, Master Credits exist outside of memberships and can be used on any session, overriding standard membership rules.

Managing Credits

Coaches have the ability to adjust and manage athlete credits as needed:

  1. Add Master Credits

    • Issue extra credits for special cases or manual adjustments.

  2. Edit & Add Membership Credit

    • Adjust the number of credits assigned to a membership.

    • Allow credits to be used for additional session types.

Conclusion

CoachIQ’s credit management system ensures a smooth and flexible experience for both athletes and coaches. By utilizing the People section, coaches can efficiently track, modify, and allocate credits to maintain an organized scheduling system and optimize business operations.