π Overview
This guide covers how to get yourself and your coaching team fully set up on BoxMate with synced TeamUp accounts, including connecting your own accounts, enabling class booking, and promoting coaches in your admin area.
π οΈ Setup
Follow the steps below to get your own account connected, enable class booking for your team, and add your coaches to BoxMate.
1οΈβ£ How to Set Up Your Own Account (Root Admin)
When your BoxMate account is created, you're automatically given both an admin account (for the BoxMate admin/coaching area) and a member account (for the BoxMate Member app).
Having both is useful, you can see exactly how your programming looks for members, while also accessing coaching tools on your phone.
As part of the Guided Setup when you first log in, you'll sync your TeamUp Business account so data flows into your Business Health Dashboard and CRM. The next step is to connect your TeamUp Customer account to the BoxMate Member app so you can view classes, see who's booked in, and mark attendance and no-shows from your phone.
π‘ You cannot connect your BoxMate member account to your TeamUp business account, you need a separate TeamUp customer (consumer) account to do this.
Click the arrow to learn how to connect your TeamUp customer account
Click the arrow to learn how to connect your TeamUp customer account
Sign into your TeamUp business account and check whether you already have a customer account by clicking the dropdown in the top right corner.
π’ If your name appears as a consumer account: Open the BoxMate Member app, tap Connect TeamUp, and follow the steps to sync your accounts using the email on your TeamUp consumer account.
π΅ If your name does not appear: Head to Customers β Customer List β Add Customer in TeamUp to create yourself a consumer account first. Once created, you can connect it to BoxMate using the same steps above.
For a full walkthrough of the connection process, check our video here:
2οΈβ£ How to Allow Yourself & Coaches to Book Classes
For you and your coaches to book onto your own classes, you'll need to add each person to a membership in TeamUp at a free rate. Head to your Customers list, find the person, open their profile, and click Memberships.
Click Select on the membership you want to add them to, and set both the recurring payment and first payment to Β£0 so there's no charge applied.
3οΈβ£ How to Add Coaches to BoxMate
Once your account is running, the next step is to get your coaching team set up. The process varies slightly depending on whether a coach is already in BoxMate as a member or is starting from scratch.
Click the arrow to learn how to add a coach who is already a BoxMate member
Click the arrow to learn how to add a coach who is already a BoxMate member
Head to your BoxMate Members list, find the coach, click the 3 dots (οΈ) next to their name, and select Promote to Coach. Toggle the permissions you're happy for them to have, they'll now have access to the BoxMate admin area, and their member account will show coaching tools on the 6th tab.
π‘ For a full breakdown of admin permission levels, see the Admin Permissions Explained guide.
Click the arrow to learn how to add a coach who is not yet on BoxMate
Click the arrow to learn how to add a coach who is not yet on BoxMate
Ask your coach to download BoxMate Member from the app store, or add them manually via your Members list.
π’ If they already have a TeamUp customer account: They can tap Use TeamUp in the app and log in with their existing TeamUp details to create their synced BoxMate account.
π΄ If they don't have a TeamUp customer account yet: They can register a BoxMate account first. You then add them as a customer in TeamUp, and from inside BoxMate they'll be able to connect their accounts. See the tutorial video for the full connection flow.
Once they appear in your BoxMate Members list, follow the same steps as above, click the 3 dots (οΈ) next to their name and select Promote to Coach.
β Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Why do I need a separate TeamUp customer account to connect to BoxMate?
Click the arrow to see the answer
Click the arrow to see the answer
BoxMate member accounts can only connect to TeamUp customer (consumer) accounts, not TeamUp business accounts. This separation keeps your business data secure and ensures your BoxMate member experience mirrors what your members see.
How do I adjust a coach's permissions after promoting them?
Click the arrow to see the answer
Click the arrow to see the answer
Head to your BoxMate Members list, find the coach, click the 3 dots next to their name, and you'll be able to update their admin permission toggles at any time. For a full breakdown of what each permission allows, see the Admin Permissions Explained guide.
What if a new coach doesn't have a TeamUp customer account yet?
Click the arrow to see the answer
Click the arrow to see the answer
They can register a BoxMate account first. You then add them as a customer in TeamUp, and once inside BoxMate they'll be able to connect their accounts. Once they appear in your BoxMate Members list, you can promote them to coach as normal.
What can coaches see and do that regular members can't?
Click the arrow to see the answer
Click the arrow to see the answer
On the timetable, coaches can see the names of members booked onto classes (regular members can't see this) and view any coaching notes. They also have access to the Coaches' Corner on the 6th tab of the app, where they can send messages and nudges, approve members, and complete other coaching actions.