First-day checklist
CoachTrack opens coaches in the Calendar. Use this checklist to go from an empty calendar to a complete first session.
1. Confirm your workspace
Open Settings and confirm the workspace details, defaults, and policies. If other coaches will use the account, invite them and review their roles.
2. Define what you offer
Open Plans and create the session types your team delivers. Then add plans for the session types that members will purchase or use for session credits.
3. Add your members
Open Members and add a member or send an invitation. Complete the member profile before assigning a plan.
4. Assign a plan
Open the member profile and assign a plan that matches the session type they will use.
5. Schedule the first session
Return to Calendar, select Add session, choose the session type, member, coach, and time, then save the session.
6. Run and close the session
Open the session to add activities and notes. When the session is over, record each member's attendance and choose Completed, Cancelled, or Not held as appropriate.
Next steps
- Use Calendar overview to understand the main scheduling screen.
- Use Manage session status and attendance to understand the status labels.
- Use Complete, cancel, or mark a session unattended for the accounting impact of each outcome.
Updated 10 days ago