JM
Jordan MorganATHLETE
EXAMPLE PROFILEKnow who you’re coaching
Contact details, roles, tags, and custom fields for the information that matters to your business.
Know your clients.
Grow your roster.
Find the person. See the history. Keep your athletes, parents, and customers connected to the work you do.
YOUR PEOPLE. ONE CLEAR VIEW.Clients · Roles · Tags
Frontend interface mockup · Sample contactsA profile with contextThe person behind
The person behind
every booking.
Bring the details together so a quick question doesn’t turn into a search across systems.
BookingsUPCOMING & PAST
Pick up where you left off
Review session history and messages before the next conversation.
Payments & creditsCONNECTED TO THE CLIENT
Find the account details
Check purchases, credit balances, transactions, and subscriptions from the client profile.
Organize your wayYour roster.
Your roster.
The right people,
in a click.
Tag a group. Find your people. Start a conversation.
Explore Inbox & MessagingTRY A TAGInteractive example
Jordan MorganSummer camp · North location
Alex RiveraTrial
Taylor BrooksSummer camp
Casey LeeTrial · North location
4 people Ready to reach out
Connected familiesOne athlete.
One athlete.
Everyone connected.
Connect multiple parents to the same athlete. Keep their schedule in view and session reminders reaching the people who need them.
Shared schedule visibility Reminders for connected parents
ONE CONNECTED FAMILY Illustrative example
Parent / GuardianTheir own account
Parent / GuardianTheir own account
One athlete profileNo child login required
Ready for their own login later?
Their history stays with them.
Their history stays with them.
A better start at sign-up
Require a Parent/Guardian account and choose the fields your business needs.
The right access for each coach
Set default coach access, then customize page restrictions for individual staff.
A few practical detailsGet to know
Get to know
your People section.
From your first import to your everyday client questions.
What can I see in a client profile?+
Profiles bring together contact details and activity, including bookings, messages, credits, purchases, transactions, and subscriptions. Records appear as activity occurs.
Can I bring over my existing client list?+
Yes. CoachIQ supports importing client information from a spreadsheet. Prepare names, emails, and phone numbers, then review the mapped fields before importing. The CoachIQ team can help with migration.
Can I organize clients into my own groups?+
Yes. Create tags for programs, locations, or client status, then filter your directory by those tags. You can also use tags to select recipients for group messages.
Can two parents connect to the same athlete?+
Yes. Each connected parent can see the athlete’s schedule and receive session reminders. Booking-change permissions depend on who made the booking and its type; a parent’s own credit pack is not shared with the other parent. How family accounts work
Does my child need an email or login?+
No. Managed athletes can have a profile without their own email or login, with a connected parent managing their account. You can enable the athlete’s login later while keeping their history.
Can I customize what families provide at sign-up?+
Yes. Require Parent/Guardian or Athlete accounts, choose which fields appear, and make selected fields required. Custom fields can apply to parents, athletes, or everyone.
More context. Less admin.
Know your people.
Know your people.
Be ready for what’s next.
See how client records connect to the rest of your coaching business.
