1. Set Up Your Account
Before adding your clients, remember to make sure your account is ready.
What you need to do:
First you have to complete your profile in âSettingsâ in the bottom left corner and then:
Add your name, coaching brand, profile image, etc.
Set up a lead form if needed.
Optional: connect to your Stripe payment profile. It is not a requirement if you do not want to use Stripe through Coachway - it is entirely up to you.
đ Check out Connect your Payments to Stripe if you need help.Coachway uploaded two email templates for you already but this is completely customizable, so if needed you can go in and edit and/or create your own email templates. We do recommend you go in and review.
Create your team of coaches and define the right roles for them.
Review your default âFormsâ.
When you start, Coachway includes pre-built forms - such as an onboarding form and a check-in form. These are designed to give you a strong starting point.
But please take a moment to go through them and adjust the questions to match your coaching style and the level of detail you want from your clients.
Upload your materials:
In the âVaultâ, you can upload your own files. This can include training programs, guides, or videos. This allows you to keep everything in one place and reuse your content for clients.
2. Add Your First Client to Coachway
Now it is time to add your clients to Coachway.
What you need to do:
Go to Clients
Click Add Client
Enter their details (name, email, phone number, gender, etc.)
Pick your onboarding template and decide how often you need to check in with your client
IF you want to use the automation feature, this is where you can activate the functionality.
Want to know how to use Automations for client onboarding? Read all about that here.
Pick the preferred payment plan, and if you need to customize pricing for the client, you can do it here.
What happens next?
The client receives an email with a link to accept the payment plan and create their account.
Once they confirm, they get access to the app and will see your onboarding form as the first thing.
If you set Client activation to Manual in Settings, new clients stay in "Pending" status until you activate. With Auto activation, they go active as soon as they accept the payment.
3. Create and Assign Your First Workout
Now you can create structured workout plans for the client đȘ, and you can do this in just a few steps.
What you need to do to create a workout as a template:
Go under the section Workouts â Templates
Create a new workout by clicking âNew templateâ
Enter name, description and number of sets and reps
Click âCreate sessionâ, give it a title and pick the exercises you want to include
Once you are done remember to click âsaveâ to make sure the template can be used
What you need to do to assign a workout to a specific client:
Go to to your client overview and find the relevant client, and click on the name
Now find âWorkoutsâ in the bar at the top
Click âadd Workout Programâ and create a program from the start or use an already created template
Whatever you decide, remember that a workout has to be published before the client can see it - check for the status. Here, you can see if a workout program is âliveâ or âdraftâ
To publish the workout, click on it, adjust more if needed and click âPublishâ in the top right corner.
As soon as the workout is live, your clients will get notified
4. Create and Assign Your First Meal Plan
Create and help your client with a simple, structured nutrition plan.
What to do:
Go to Nutrition under the specific client overview.
Create a new meal plan or start from a template. Coachway has a 1000+ recipes to choose from!
Add meals or guidelines based on your clientâs goal (fat loss, muscle gain, etc.)
Meal planner takes into consideration if the client has filled out that they have allergies or specific food preferences and will adjust accordingly
You are good to go!
When you have completed these steps, you have already:
Set up your coaching system
Added a client
Delivered workouts and nutrition
Prepared yourself to get paid