The People section organizes clients and staff. Clients include athletes, parents, customers, trial clients, active members, and past customers. Staff includes coaches, admins, and managers.
People & Client Profiles
Know your clients. Grow your roster.
A searchable People section connected to bookings, payments, messages, tags, credits, subscriptions, and activity history.
The problem
Client records should not live in four places.
Spreadsheet CRM
Out of date the moment you close it.
Client data in four platforms
You cannot see one athlete's full picture without bouncing between tools.
No clean grouping
You cannot quickly find everyone in a program, status, role, or custom group.
No history on disputes
When someone questions a booking, payment, or message, the record should be easy to find.
Single record
The client profile connects the work.
Every major workflow leaves context behind in the same place.
Contact details
Athlete, parent, and account details in one profile.
Bookings
Upcoming, completed, cancelled, and no-show history.
Payments and credits
Purchases, packages, subscriptions, and remaining credits.
Forms and waivers
Submissions and required records tied to the client.
Messages
Conversation history connected to the person, not a separate app.
Tags
Custom tags for programs, roles, status, groups, and follow-up.
Clients and staff
Organized around the people who run and use your business.
CoachIQ separates clients and staff so athletes, parents, customers, coaches, admins, and managers can be managed cleanly.
Clients
Athletes, parents, customers, trial clients, active members, and past customers.
Staff
Coaches, admins, and managers with access appropriate to their role.
Searchable
Find people by name, email, role, or tag.
Staff visibility
Give your team context without extra meetings.
When the record is clean, staff can see what matters before, during, and after the session.
Before sessions
Goals, notes, and forms are easy to review.
During operations
Front desk and coaches can see bookings and purchase status.
After follow-up
Messages and automations can use the same source of truth.
People and client profile questions, answered.
Yes. CoachIQ can help move over your contact list from a spreadsheet, CSV, or platform export.
Yes. Block and remove actions are available for managing access.
Yes. Admins and assigned staff can work from the same client record.
Ready when you are
Run every follow-up from one clean client record.
See how CoachIQ connects client profiles to your website, scheduling, payments, messaging, and client records.
