Coach Quick start guide

1. Add your first client

1. Go to the Clients tab on the navigation bar

2. Click Clients in the sub-menu

3. Click Add Client on the bottom right of the screen

   You can add a client by

   1. Email

   2. QR Code

   3. CSV Upload (recommended for bulk imports)

For most coaches, adding by email is the easiest option.

2. Start a chat

1. Go to the Chat tab on the navigation bar

2. If you have an existing chat with a client, they will appear on the list

3. Click New Chat on the bottom right of the screen

4. From here, you can choose from:

   1. Direct message

   2. Group chat

   3. Broadcast

5. Select your client or clients, then create the chat.

3. Create a Program Template

Make sure you already have a cycle built first.

Go to the Training tab
Open Plans
Tap New Plan

Then:

1. Add plan name

2. Add the cycles

3. Save

4. Assign a Program to Client

Go to Clients
Open the client profile
Open Training Calendar
Tap Assign Plan
Choose plan
Choose start date
Save

Full guide

5. Create a nutrition plan

1. Go to the Nutrition tab on the navigation bar

2. Click Nutrition Plans in the sub-menu

3. Click New Plan on the bottom right of the screen

4. Select the client you would like to make the nutrition plan for

5. Answer the questions in the questionnaire

6. On the final screen, ensure “Activate Plan” is toggled on so the nutrition plan is active for the client

6. Create a Habit

1. Go to the Nutrition tab on the navigation bar

2. Click Habits in the sub-menu

3. Click New Habit on the bottom right of the screen

4. From here, answer the questions to set the habit

5. To assign this habit to a client:

   1. Click on the habit

   2. A modal window will appears, click on the 3 dot menu on the top right of the modal window

   3. Click “Assign to Client” and select which client you would like this assigned to

   4. Select the start date of the habit

   5. Customize the habit

   6. Click Assign

      
      
      Full guide

   

7. Connect Stripe

Required if you want to take payments.

1. Go to the Settings tab at the bottom left of the screen

2. Scroll down to Payments

3. Click “Link with Stripe”

4. Follow the prompts to connect CoreCoach to your Stripe account

Full guide

8. Create a service

Note: Only “Free” services will be available, until Stripe Payments are setup

1. Go to the Services tab on the navigation bar

2. Click Services in the sub-menu

3. Click New Service on the bottom right hand of the screen and fill in the questions

Save when finished

Full guide

9. Recommended order

For a simple setup:

1. Add client

2. Start chat

3. Create and assign training plan

4. Create nutrition plan

5. Add habits

6. Connect Stripe

7. Create service