Scheduling Overview

Learn how to create sessions using CoachIQ's calendar feature. This guide covers step-by-step instructions for scheduling, customizing, and managing client sessions effectively.

Creating Sessions with CoachIQ's Calendar Feature

Introduction

CoachIQ's calendar feature simplifies the scheduling process for private coaches, making it easy for athletes, parents, and clients to book sessions. This guide walks you through creating a session, from setup to customization, using the Session Builder tool.

Steps to Create a Session

Step 1: Accessing the Session Builder

1. Navigate to your Coach Profile or Admin Profile.

2. Go to Services and click on Sessions.

3. On the Sessions page, review your:

   • Existing booking links.

   • Booked sessions listed below.

4. Click Create and select Session Builder to start setting up a new session.

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Step 2: Setting Up a Session

Adding Basic Availability

• Select or create availability slots that align with your schedule.

• Use predefined availabilities for faster setup.

Creating a Booking Link

To create a specific booking link (e.g., for Taylorsville Gym Rentals):

1. Choose the predefined scheduler for Taylorsville rentals.

2. Click Create and open the Session Builder.

3. Name your session (e.g., "Taylorsville Rentals").

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Step 3: Configuring Session Details

Follow the prompts to customize your session:

1. Settings:

   • Link the session to the chosen availability slot.

2. Duration:

   • Define how long each session lasts (e.g., 30 minutes, 1 hour).

3. Buffer:

   • Add extra time between sessions if required.

4. Scheduling Window:

   • Set how far in advance clients can book.

5. Permissions:

   • Specify if users can cancel or modify their bookings.

6. Limits:

   • Define:

     • Maximum bookings per day/week.

     • Number of athletes allowed per session.

7. Payment:

   • Choose between free or paid sessions.

   • Link a payment option if necessary.

8. Location:

   • Add session location details (e.g., gym address).

9. Coach Assignment:

   • Assign a specific coach to the session for better management.

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Step 4: Finalizing the Session

1. Review all session details to ensure accuracy.

2. Click Create to save the session.

3. The session will now appear in your Athlete Portal, making it accessible for seamless client bookings.

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Troubleshooting or FAQs

Q: What if I don't see my predefined availability?

A: Ensure you've created availability slots in the Scheduler under your profile.

Q: How do I enable payments for sessions?

A: Link your Stripe account under the Payments section in the session setup.

Q: Can clients cancel their sessions?

A: Yes, if you’ve enabled this option in the Permissions settings.