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Client Relationships

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Client Management

Unified Contact Database

All your athletes, parents, and prospects are organized in the “People” section of CoachIQ. Whenever someone interacts with your business – whether they sign up on your website, book a session, or fill out a form – their info is captured here.
Client Management

Rich Client Profiles

Click on an individual to view their detailed profile. CoachIQ automatically tracks each client’s engagements: which forms they’ve submitted, products/packages they’ve purchased, programs they’ve enrolled in, sessions attended, even videos uploaded for analysis. You can quickly get up to speed on any client’s history and progress.
Client Management

Manage Memberships
& Payments

From the client’s profile, see their membership status and payment history at a glance. Is this athlete on a monthly subscription? How many sessions have they paid for? CoachIQ centralizes this info, and even lets you add or adjust subscriptions right on their profile. No separate spreadsheets needed – you’ll always know who is paid up or who might be due for renewal.
Client Management

Custom Fields & Tags

Every coach’s business is unique, so CoachIQ lets you add custom fields to store any info that matters to you (e.g., jersey size, injury notes, graduation year). You can also tag and group your contacts – for instance, tag some as “High School Leads”, “Summer Camp 2025”, or “Travel Team” – to filter and target your communications. This makes it easy to, say, send a message to all “Summer Camp 2025” participants about next year’s camp, or quickly pull up all your prospective leads to plan a follow-up.

Frequently Asked Questions

1. How do I manage athlete and client data in CoachIQ?
To manage client data, go to the "People" tab in the CoachIQ mobile app or web dashboard. This section provides a list of everyone who has interacted with your organization through sign-ups, forms, or program engagement. From here, you can access full client profiles and manage all data in one place.

2. What can I view in an athlete’s profile on CoachIQ?
Each client profile in CoachIQ gives you a detailed view of their engagement, including:
  • Completed forms
  • Purchased products or subscriptions
  • Program views
  • Signed-up sessions
  • Uploaded videos
 This makes it easy to track athlete activity and performance across all services.
3. Can I manage subscriptions and payments from client profiles?
Yes! Inside each athlete’s profile, you can:
  • View their active subscriptions
  • Check their payment history and status
  • Add or modify subscriptions and manage billing directly
 This centralized view simplifies client account management.
4. How can I organize and communicate with clients more effectively?
You can send direct messages to clients from their profile to maintain clear communication. Use tags to group athletes by program, skill level, or custom categories—perfect for bulk messaging, targeting updates, or organizing your client base.
Client Management

Coleman Ayers

ByAnyMeans Basketball

"They've helped us scale this here, this gym, Detail Miami, on the local side of things with software, with everything you need to stay in touch with clients, potential clients for scheduling, etc. But also in terms of a constant level of communication, feedback, consultation, advice."

Client Management

Brandon Evans

Pro Standard Basketball

"Coach IQ has been with me from the very beginning from one kid. Now I'm up to 75 athletes a week and growing. My absolute favorite aspect about their product is that it's specifically for private sports coaches. It's not something I have to bend or to mold into what I want and use it how I want to."

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