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> Use this file to discover available pages before exploring further.
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# 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:

![Add coach form](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/8/916842d9772b4800/team-management-add-coach_d92j8o.png)

- **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](https://help.apotheo.com/en/article/roles-and-permissions-1d5ufm4/)). 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. Deactivated coaches lose access to your account but their data is preserved — you can reactivate them later if needed.

1. Find the team member in the **Manage Coaches** list
2. Click the **three-dot menu** (⋮) on their card and select **Deactivate**

![Action menu with Deactivate option](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/8/916842d9772b4800/team-management-action-menu_1ry0qua.png)

3. A confirmation dialog appears. Type the coach's full name to confirm, then click **Deactivate**.

![Deactivation confirmation modal](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/8/916842d9772b4800/team-management-deactivate-mod_ejglw5.png)

> **Important:** If the coach has clients assigned to them, you'll be prompted to select another coach to reassign those clients to before the deactivation can proceed.

Once deactivated, the coach:

- Can no longer log in
- Is moved to the **Deactivated Members** filter on the team page
- Can be reactivated at any time from the three-dot menu on their card

![Deactivated Members view](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/8/916842d9772b4800/team-management-deactivated_iqrx4x.png)

### Reactivating a Coach

To restore a deactivated coach's access:

1. Switch to **Deactivated Members** using the filter dropdown
2. Click the **three-dot menu** (⋮) on the coach's card
3. Select **Activate** — the coach is immediately restored and moved back to **Active Members**

## 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