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Where to find this: Scheduling → Schedulers, and the Catalog and Team visibility sections inside any scheduler

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Why organise schedulers

Once you have more than a handful of schedulers, the list and the athlete portal both get noisy. Three tools keep them tidy:
  • Catalog type groups schedulers by what they are
  • Tags let you filter by anything you like
  • Team visibility decides which athletes can see a scheduler at all

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Catalog types

Every scheduler has a Type, set in its Catalog section: The Schedulers page shows these types as filter chips across the top (All · Practices & games · Camps & events · Lessons · Rentals · Other) next to a Search schedulers box, so you can jump straight to the schedulers you are looking for. Each card also shows its type, duration, price (or credits, or Free), and the next available occurrence. Athletes see the same grouping in the portal, which makes a long offering easier to browse. Schedulers created before types existed default to Other. Open each one and set its type once; it takes a few seconds per scheduler and the filters become useful immediately.

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Scheduler tags

Tags are free-form labels you attach to a scheduler. Use the TAGS panel on the left of the Schedulers page (Add tag) or the Tags field in the scheduler’s Catalog section. The panel shows a count next to each tag, so “Freehold Skills 4” means four schedulers carry it. Good tag ideas:
  • Season: Fall 2026, Summer camp
  • Level: Beginner, Advanced, High school
  • Coach: Coach Dana, Coach Lee
  • Location: Downtown, North field
Click a tag on the Schedulers page to filter the list to that tag. Tags are internal: they are for you and your staff, and they are separate from the client tags you put on people.

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Team visibility

By default every active scheduler is visible to everyone in your athlete portal. The Team visibility section lets you restrict a scheduler to a roster:
  • Everyone — any athlete can see and book it
  • Roster / team tags — only athletes carrying the selected client tags see it
Use this for team-only practices, a private training block for a specific squad, or make-up sessions for one group. Athletes outside the roster never see the scheduler in the portal, and the direct link will not let them book.
Combine team visibility with tag-based messaging: tag the roster, restrict the scheduler to that tag, then message the same tag with the booking link. One tag runs the whole flow.
Each card on the Schedulers page has a link icon. Hover it for Copy scheduler link, then paste the link into a message, your website, or a form. Details in Sharing schedulers.

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Common questions

No, one type per scheduler. Use tags for anything that crosses types.
No. Admins and coaches can book anyone into any scheduler from the calendar. Visibility only affects what athletes see in the portal.
Check that the athlete carries the exact tag selected in Team visibility, and that the scheduler is Active. Tag names must match; “Varsity” and “varsity ” with a trailing space are different tags.

What are schedulers?

The building block of CoachIQ scheduling

Sharing schedulers

Links, embeds, and where to put them

Tags & filters

The client tags that drive team visibility

Scheduler settings, limits & permissions

Everything else that controls who can book