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Documentation Index

Fetch the complete documentation index at: https://help.coachiq.io/llms.txt

Use this file to discover all available pages before exploring further.

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What scheduling does for your coaching business

CoachIQ’s scheduling system transforms how you manage athlete bookings, freeing you from the back-and-forth of coordinating session times. Instead of juggling text messages, emails, and calendar conflicts, you’ll have a professional booking system that works 24/7—athletes can book sessions whenever it’s convenient for them, while you maintain complete control over your availability, pricing, and capacity. The result? More bookings, fewer no-shows, and hours saved every week on administrative work.
Where to find scheduling: Dashboard → Schedule (in main navigation)

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The three building blocks of scheduling

CoachIQ scheduling works like building blocks that stack together. Each layer has a specific purpose, and understanding how they connect will help you set up your scheduling system correctly the first time. Think of it like building a house: you need a foundation (Availability), a structure (Schedulers), and then people can move in (Sessions/Bookings).

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Layer 1: Availability (Your Foundation)

What it is: Availability defines when you CAN coach—the days and times you’re potentially available to work with athletes. Real-world example: “I’m available Mondays, Wednesdays, and Fridays from 2:00 PM to 8:00 PM” Why it matters: This is your foundation. Without availability set, no sessions can be booked.
Key insight: Availability templates are reusable. Create one availability pattern and use it across multiple session types. For example, your “Weekday Afternoons” availability can power both your 1-on-1 sessions and group classes.
What you can do with availability:
  • Create weekly recurring patterns (every Monday/Wednesday/Friday)
  • Set specific date availability (just July 15th and 22nd)
  • Block out time off with blackout days (vacation, holidays)
  • Manage multiple availability templates for different coaching scenarios
  • Use Copilot AI to generate availability patterns automatically

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Layer 2: Schedulers (Your Configuration)

What it is: Schedulers are your bookable session types. They pull from your availability and add pricing, capacity, duration, and booking rules. Real-world example: “60-Minute Hitting Lesson - $75 - Max 1 athlete - Available for next 30 days” Why it matters: This is where you configure what athletes actually see and book. One availability template can power unlimited schedulers.
Important distinction: A scheduler isn’t a booking—it’s a template for bookings. Think of it like a product listing. You create the scheduler once, and it generates available time slots athletes can book.
What you configure in schedulers:
  • Session name and description (what athletes see)
  • Duration (15, 30, 45, 60 minutes, or custom)
  • Pricing (free, direct payment, or credit-based)
  • Capacity (1-on-1 or group sessions)
  • Booking limits (max bookings per athlete/day/week)
  • Scheduling window (how far in advance athletes can book)
  • Buffer time (breaks between back-to-back sessions)
  • Cancellation policies (can a session be canceled, minimum notice to cancel)
  • Automated reminders (in-app, sms, announcement/email)
Common scheduler examples by session type:

Personal Training

  • 1-on-1 Sessions (30, 45, 60 min)

Group Training

Small Group TrainingLarge Group Training

Specialized Programs

Position-Specific Clinics8 Week Kids Program

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Layer 3: Sessions & Bookings (Your Schedule)

What it is: Sessions are the actual bookable time slots or confirmed bookings on your calendar—the end result of your availability and scheduler configuration. Real-world example: “Jake Smith - 60-Minute Hitting Lesson - Tuesday, Oct 3 at 4:00 PM” Why it matters: This is what athletes see when choosing a time, and what appears on your calendar once booked. Session states:
  • Upcoming: Future sessions not yet occurred
  • Past: Completed sessions
  • Canceled: Sessions that were canceled by coach or athlete
How sessions are created: Sessions are automatically generated based on your scheduler settings and availability. You don’t manually create each time slot—CoachIQ does this for you based on your configuration.

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How the layers work together

Here’s how the three layers connect when an athlete books a session:
1

You set your availability

“I’m available Monday-Friday, 2-8 PM” (Layer 1: Availability)
2

You create a scheduler

“60-Minute Hitting Lesson - $75 - 1 athlete max” (Layer 2: Scheduler)The scheduler pulls from your availability and adds pricing/rules.
3

CoachIQ generates available slots

Athletes see bookable times: “Monday 2:00 PM, 3:00 PM, 4:00 PM…” (Layer 3: Available Sessions)These slots are automatically created based on your availability, scheduler duration, and buffer time.
4

Athlete books a session

Jake books “Monday, Oct 2 at 4:00 PM” (Layer 3: Confirmed Booking)The booking appears on your calendar (made public on your website, athlete, or via link), Jake gets a confirmation, and that time slot is no longer available to other athletes.

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Two ways sessions get booked

Understanding how bookings happen helps you decide when to use each method:

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Athlete Self-Booking (Most Common)

Athletes visit your booking page (on your website or athlete portal/in the app), see available times, and book themselves. When athletes can self-book:
  • They have sufficient credits (if credit-based)
  • They can complete payment (if paid sessions)
  • Capacity isn’t full
  • They meet any eligibility requirements you set
Best for: Regular training sessions, open enrollment classes, drop-in sessions

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Coach Manual Booking

You book the athlete directly from your dashboard using the Booking Builder. When you’d manually book:
  • Private clients with standing appointments
  • Makeup sessions after cancellations
  • Special circumstances requiring override
  • Recurring booking patterns (coach-only feature)
Best for: VIP clients, team schedules, recurring weekly appointments
Pro tip: You can manually book athletes into times that aren’t in your normal availability—perfect for accommodating special requests or one-off sessions.

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Payment & credit options explained

One of the most powerful aspects of CoachIQ scheduling is flexible payment options:
When to use: Trials, assessments, team meetings, makeup sessionsHow it works: Athletes book without any payment or credits requiredPerfect for: Getting new athletes in the door or rewarding loyal clients
The ∞ symbol: When you see infinity (∞) next to a scheduler or in credit displays, it means unlimited credits or a free session—no credit redemption required.

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Beyond basic scheduling: Advanced features

Once you master the basics, CoachIQ scheduling offers powerful features for scaling your business:

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Automated Reminders

Set up automatic notifications before sessions (30 minutes, 1 hour, 1 day, 2 days) via in-app notification, announcement, or SMS to reduce no-shows.

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Multi-Coach Scheduling

Assign multiple coaches to sessions for team training, co-coaching situations, or facility management with multiple trainers.

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Recurring Bookings (Coach Only)

Book athletes into weekly or custom recurring patterns—perfect for committed clients with standing appointments.

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Copilot AI Assistance

Use AI to generate availability patterns, suggest optimal booking times, and streamline your scheduling setup.

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Program Groupings

Organize your schedulers into logical categories so athletes see “Youth Development,” “Private Training,” and “Group Classes” instead of a jumbled list.

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Advanced Credit Controls

Set daily/weekly usage limits, restrict credits to specific schedulers, configure expiration dates, and prevent credit abuse.

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Common scheduling scenarios

Setup: Create one availability template for your working hours, then create multiple schedulers pulling from that same availability—one for “30-Min Quick Sessions,” another for “60-Min Full Training,” and perhaps a “Free Assessment.”Why it works: You only manage availability in one place, but offer athletes multiple session options at different price points and durations.
Setup: Each coach has their own availability template. Create schedulers for different training types, assigning the appropriate coaches to each. Use program groupings to organize by training category.Why it works: Athletes can book with specific coaches or any available coach, while you maintain central oversight of all bookings.
Setup: Create a scheduler for team practice. Manually book all team members into recurring weekly slots using the Booking Builder.Why it works: You maintain attendance records, can track who’s present/absent, and athletes receive automatic reminders before practice.
Setup: Create separate schedulers for “In-Person Training” and “Virtual Sessions” with different locations and possibly different pricing.Why it works: Athletes clearly see which sessions are virtual vs. in-person, and you can manage capacity differently for each type.

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What scheduling integrates with

CoachIQ scheduling doesn’t work in isolation—it connects with your entire coaching ecosystem: Website & App: Embed schedulers on your website, allow bookings through the athlete mobile app Payment System: Process payments, manage subscriptions, issue credits automatically Communication: Send booking confirmations, reminders, and updates via SMS, email, and in-app notifications Calendar: View all bookings in day/week/month views with filtering by athlete, coach, or session type Programs: Include scheduled sessions as part of training program curriculum Analytics: Track booking rates, popular session types, revenue by scheduler, and no-show patterns

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When NOT to use scheduling

While CoachIQ scheduling is powerful, it’s not the right tool for every situation: ❌ Long-term programming with content delivery → Use Programs feature instead ❌ Selling physical products or merchandise → Use Products feature for e-commerce ❌ One-time events without specific time slots → Use Products feature for event registration ❌ Open gym hours without appointments → Consider membership Products instead ✅ Use scheduling when: Athletes need to book specific time slots, capacity is limited, or you need appointment-style management

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Getting started: Your next steps

Now that you understand how scheduling works, here’s your path forward:

Create Your First Session

Follow our 10-minute guide to create your first bookable session and start accepting athlete bookings today.

Set Up Your Availability

Learn how to create availability templates that become the foundation of your scheduling system.

Understand Schedulers

Deep dive into schedulers—what they are, when to create multiple types, and how to configure them.

Configure Payments

Choose the right payment model for your coaching business: free, paid, credit-based, or hybrid.

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Common questions

Yes. Each scheduler has one price/credit configuration. If you want to offer 30-minute sessions at 50and60−minutesessionsat50 and 60-minute sessions at 90, you’ll create two separate schedulers. However, both schedulers can pull from the same availability template—you only manage your hours in one place.
No. Recurring bookings are a coach-only feature. Athletes can only book individual sessions through self-service. If you want an athlete on a recurring weekly schedule, you’ll need to manually book them using the Booking Builder.
Existing bookings are NOT automatically canceled when you change availability. However, changing availability affects future available slots. If you need to cancel existing bookings, you’ll need to do that manually from your calendar.
Unlimited. Create as many scheduler types as your business needs. Some coaches have 3-5 schedulers (different durations and session types), while facilities might have 20+ schedulers across different coaches, locations, and training programs.
Absolutely. You can create completely free schedulers where athletes book without any payment or credits. This is perfect for team practices, free assessments, or any scenario where you just need appointment management without monetization.
A scheduler is the template/configuration (like a product listing), while a session is an actual bookable time slot or confirmed booking (like a shopping cart item). You create one scheduler, and it automatically generates many bookable sessions based on your availability.

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Pro tips for scheduling success

Start Simple

Begin with one or two schedulers and basic availability. Master the fundamentals before adding complexity like credits, multi-coach scheduling, or advanced automations.

Test as an Athlete

Before going live, test the booking experience yourself or ask a trusted athlete to try it. You’ll catch confusing wording, pricing issues, or availability gaps before they affect real bookings.

Use Buffer Time Wisely

Add 5-10 minutes of buffer time between sessions for setup, cleanup, or unexpected delays. Your athletes won’t see the buffer time—they’ll just see properly spaced available slots.

Organize with Programs

As you add more schedulers, group them into logical categories like “Private Training,” “Group Classes,” and “Assessments.” This dramatically improves the athlete booking experience.

Your First Bookable Session

10-minute guide to creating your first bookable session

How Availability Works

Understanding availability templates and how they power schedulers

What Are Schedulers?

Deep dive into schedulers and when to create multiple types

Calendar Overview

Master your scheduling command center

Credit System Overview

How credits work and when to use them

Advanced Settings

Configure reminders, limits, and permissions
Need help getting started? Our support team is here to help you set up scheduling for your specific coaching business. Contact Support