Adding and Removing Coaches

Manage your coaching team by adding new members and deactivating those who leave. All team management happens in Settings > Manage Coaches.

Adding a Coach

1. Navigate to Settings > Manage Coaches
2. Click Add to open the slide-over panel
3. Fill in the required fields:

• Profile Photo — upload a photo (click the circular placeholder)
• First Name — the team member's first name
• Last Name — the team member's last name
• Pronouns — their pronouns (e.g. "he/him", "she/her") — up to 2 separated by "/"
• Email — their email address. They'll receive a login invitation at this address.
• Role — select from the available roles (see Roles and Permissions). A description of each role appears below the dropdown when selected.

4. Click Create

The new team member receives an email invitation with a login link. Once they sign in, they'll appear in your team list and can start working with assigned clients.

Editing a Team Member

1. Find the team member in the Manage Coaches list
2. Click Edit to open the slide-over panel
3. Update their details (name, pronouns, email, photo)
4. Change their role if needed (see note on role restrictions below)
5. Click Save

The edit panel also shows how many clients are assigned to this team member. Click the client count to view their client list.

Deactivating a Coach

When a coach leaves your team, deactivate their account rather than deleting it:

1. Find the team member in the Manage Coaches list
2. Click to deactivate them
3. Confirm in the dialog

Deactivated coaches:

• Can no longer log in
• Are moved to the Deactivated Coaches tab
• Their clients remain in the system but will need to be reassigned

Viewing Deactivated Coaches

Switch to the Deactivated Coaches tab (available from the team management page or Settings > Deactivated Coaches) to see former team members.

Reassigning Clients

When deactivating a coach, their clients need to be reassigned to an active coach. You can reassign clients from the client's profile:

1. Open the client's profile
2. Go to the Account & Profile tab
3. Change the Coach assignment to an active team member

Team Overview

The Overview tab on the team management page shows summary metrics:

• Payment Overview — total signups, paid signups, refunds, revenue, and active client counts
• Service Overview — active client breakdown by service type

Updated on: 04/03/2026