Why This Matters

Creating a Coach profile allows the Coach to access more parts of the software than if they are marked as a client. Coaches get a separate view in the app, can handle different aspects of a client profile, sign in clients, and more! 

Check out this article to see permissions granted to a Coach profile. 

Pre-requisite Pro-Tip

Before assigning the Coach permission, you'll need to create the profile first.

Step-By-Step How To

Create the Coach’s Profile

First, the coach needs a profile in your Wodify environment. If the coach already has a profile, feel free to skip ahead.

1. Click People
2. Click Clients
3. Click the Create Client button 
4. Enter their info
5. Click the Go To Profile in the pop-up (or locate it in the client list!)

This will take you into their profile so you can set their permissions.

Assign Coach Permissions

Now that the coach has a profile, they’ll need the right permissions to do all of the awesome stuff coaches do.

1. Open the coach’s profile
2. Click the Personal Information tab 
3. Scroll down to Roles & Permissions
4. Check the box next to Coach 
5. Click the Save button

Make a Coach an Appointment Service Provider

If your coach will also be providing Appointment Services, they will need to be added as a service provider in order to be booked on the Appointment Calendar or add service-specific availability in their profile's Appointment Availability.

1. Navigate to Appointments > Services
2. Scroll down to Locations & Providers
3. Select the new coach
4. Save

Need to Get Your New Coach Trained Up on Wodify?

Send them our Coach Training Video Series so they can learn and master the tools that keep your business running smoothly!