Coach Quick start guide

Written By Jacob Elliott

Last updated 6 days ago

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

  1. Go to the Program tab on the navigation bar

  2. Click Programs in the sub-menu

  3. Click New Program on the top right of the screen

  4. Start editing the program

Please note: Programs are set up into Programs, Blocks and Sections (Days)

  • A Program is a group of Blocks

  • A Block is a group of Days (i.e the training week)

Repeats: This refers to the number of weeks or repeats the program will run for. If it is a 7 day program, this will refer to weeks.

4. Assign a Program to Client

  1. Go to the Clients tab on the navigation bar

  2. Click Clients in the sub-menu

  3. Click on the client you would like to assign the program to

  4. Click Programs in the inner client menu

  5. Click the + icon on the bottom right hand view of the calendar

  6. Select the Program you would like to assign

  7. If you would like this to be assigned to a specific date, assign the program to a start date, otherwise toggle the “Schedule” option off

  8. Click “Assign Program”

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