> ## 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.

# Sheets Overview

> Keep live CoachIQ records and your own tracking columns together, then filter, export, and act on the results.

Sheets gives you a flexible grid inside CoachIQ. Start with your own rows and columns, or connect a sheet to CoachIQ records and add the extra information your business needs beside them.

<Info>
  Open **Tools → Sheets**. Sheets is available to organization **Admins**. Coaches do not currently have access. If an Admin cannot see it, check staff access settings with your organization Admin or contact CoachIQ Support; availability can also be controlled for the organization.
</Info>

## Why we built Sheets

Running a coaching business creates tracking work that doesn't fit neatly into a standard profile or report: which families need a follow-up, what equipment is ready for camp, or what extra notes your team needs beside a list of clients.

A separate spreadsheet means copying records out of CoachIQ and keeping that copy current. Sheets brings that work into the same system. Connected columns show CoachIQ data, your custom columns hold the details you add, and a linked row can take you back to its original record.

Use it to organize the information you need and take the next step without rebuilding the same list in another tool.

## Two ways to start

| Start with             | Best for                                                                            | How it works                                                                                                                       |
| ---------------------- | ----------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------- |
| A manual sheet         | Equipment checklists, internal planning, or information you enter yourself          | Create columns and add rows. You control the values.                                                                               |
| Connected CoachIQ data | A client follow-up list or a working view of schedulers, products, or other records | Choose a source and which records to include. Live columns reflect that source; custom columns hold your own tracking information. |

For example, connect **People** and add a **Follow-up status** column and a **Coach notes** column. Filter to the rows you need, open the original profiles, or review a messaging audience from your selection. The custom status is information in your sheet; it does not change a client's tags or send a message by itself.

## What you can do

* Create text, number, date, single-select, and multiple-select columns.
* Connect to CoachIQ records and keep your notes beside their live values.
* Search, filter, sort, and show or hide columns.
* Read numeric sums and other column counts in the Totals row.
* Export the current view or selected rows.
* Open a linked record in CoachIQ and review eligible message recipients from selected rows.

The sheet library helps you find saved sheets by name and sort them. On desktop, its headings identify **Name**, **Source**, **Rows**, and **Last updated**. A live-data refresh can change Last updated; it isn't only the last time someone typed in a cell.

## Start with one useful sheet

<CardGroup cols={2}>
  <Card title="Create and edit a sheet" icon="table" href="/tools/sheets/create-and-edit">
    Name your sheet, choose column types, and enter your own information.
  </Card>

  <Card title="Connect live CoachIQ data" icon="link" href="/tools/sheets/connect-live-data">
    Choose a source, understand record selection, and work with live columns.
  </Card>

  <Card title="Filter, export, and take action" icon="filter" href="/tools/sheets/use-your-sheet">
    Turn a grid into a focused list and review the next action.
  </Card>
</CardGroup>

## How Sheets fits with other tools

Use **People** to maintain client profiles, **Scheduling** to manage sessions, and **Payments** to manage transactions and subscriptions. Sheets gives you a working view of those records; edit connected values in the original area.

The current Sheets release does not include spreadsheet formulas, CSV import, automatic form-response ingestion, or AI-built dashboards. Connecting **Forms** lists form records; it does not turn every submitted answer into a sheet row. Use [form responses](/tools/forms/responses-and-automations) to review submissions and [data tools](/settings/data) for supported imports.

## Common questions

<AccordionGroup>
  <Accordion title="Does everyone on my staff get Sheets?">
    Sheets currently requires an organization Admin role. A Coach role does not have access. Staff restrictions and organization availability can also affect whether it appears.
  </Accordion>

  <Accordion title="Can I edit a client's name in a connected sheet?">
    Live values are read-only in Sheets. Use the row's Open in CoachIQ action and edit the source record. Your custom columns remain editable in the sheet.
  </Accordion>

  <Accordion title="Does deleting a sheet delete my CoachIQ records?">
    No. Deleting the sheet removes that sheet and its custom tracking information, not its connected source records. Export anything you need to retain before deleting it.
  </Accordion>
</AccordionGroup>