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CoachNow Academy FAQ

CoachNow Best Practices

Maggie Kennedy avatar
Written by Maggie Kennedy
Updated yesterday

Multi-Location Offering

Step 1: Create Location-Specific Booking Options

  1. Navigate to Calendar → Calendar Settings (gear icon) → Booking Options tab

  2. Click "+ Add Booking" to create location-specific options

  3. Utilize the “Title” to name them clearly (e.g., "Location A - 60 Min Adult" and "Location B - 60 Min Adult")

  4. Also include the location in the optional “Location” field

Step 2: Create Location-Specific Schedules

  1. Calendar Settings → Availability tab

  2. Click "+ Add Schedule"

  3. Create your schedules (e.g., "Location A" for Tues/Wed/Sat and "Location B" for Thu/Fri/Sun)

Step 3: Link Booking Options to Schedules

  1. In each schedule's settings, find "Limit Available Booking Options"

  2. Uncheck booking options that should NOT be available during the location-specific schedule

  3. This ensures athletes only see availability for the correct location when they select that specific booking option

Result: Athletes will now see the correct location-based available days when selecting the proper booking option, eliminating the booking confusion and wrong-location bookings.

On Course Instruction

Step 1: Create On Course Booking Option

  1. Navigate to Calendar → Calendar Settings (gear icon) → Booking Options tab

  2. Click "+ Add Booking" to create the On Course Instruction option

  3. Utilize the “Title” to name it clearly (e.g., "On Course Instruction")

  4. Optionally add the meeting location to the “Location” field

Step 2: Create On Course Schedule

  1. Calendar Settings → Availability tab

  2. Click "+ Add Schedule"

  3. Create your schedules (e.g., "On Course Instruction" for Wed/Sat from 5pm - 7pm)

Note: If your General Schedule overlaps with your On Course Instruction Schedule, you must remove the On Course Instruction day/time from your General Schedule before creating the On Course Instruction Schedule.

Step 3: Link Booking Options to Schedules

  1. In each schedule's settings, find "Limit Available Booking Options"

  2. Uncheck booking options that should NOT be available during the schedule

    1. Uncheck “On Course Instruction” from the General Schedule

    2. If On Course Instruction is the only offering during the On Course Instruction Schedule, uncheck the general booking options

Prime Time Pricing

Step 1: Create Prime Time Booking Options

  1. Navigate to Calendar → Calendar Settings (gear icon) → Booking Options tab

  2. Click "+ Add Booking" to create prime time priced options

  3. Utilize the “Title” to name them clearly (e.g., "60 Min Adult" and "60 Min Adult - Prime Time")

  4. Add appropriate price to each booking option (e.g. “60 Min Adult” is $100 and prime time offering is $110)

Step 1: Create Location-Specific Schedules

  1. Calendar Settings → Availability tab

  2. Click "+ Add Schedule"

  3. Create your schedules (e.g., "General" for 9am - 4pm and "Prime Time" for 4pm - 7pm)

Step 3: Link Booking Options to Schedules

  1. In each schedule's settings, find "Limit Available Booking Options"

  2. Uncheck booking options that should NOT be available during each schedule

    1. Uncheck “60 Min Adult - Prime Time” from the General Schedule

    2. Uncheck “60 Min Adult” from the Prime Time Schedule

Result: Athletes will now see Prime Time availability when selecting the proper booking option, increasing your revenue during highly desired booking periods.

Recurring Sessions with Online Payments

Step 1: Create Recurring Session Package

  1. Create a Package specific to Recurring Sessions (e.g. 12 session package for 3 months of weekly sessions)

    1. Utilize Automatic tracking

    2. Add the Booking Option that corresponds to your Recurring Sessions

Step 2: Deactivate the Package

  1. Deactivate the package so that only Athletes you assign can purchase recurring sessions

Step 3: Assign Athletes to the Package

  1. Inactive Package → Ellipsis (...) → Manage

  2. Assign Athletes

  3. Save

Step 4: Athlete Pays for the Package

Step 5: Coach creates Recurring Session on Calendar

  1. Calendar → My Calendar

  2. Create a New Session

    1. Assign the appropriate Athlete

    2. Select the Session that corresponds to the Session being tracked by the Package

    3. Add Recurring details to Repeat

    4. Select the recurring session Package for Payment

  3. Save the Recurring Session

Result: Athletes prepay for recurring sessions. Any sessions that are canceled get managed within the package, crediting the available session balance.

What needs to be managed directly in your Stripe Account

Customize Branding

  1. Add your branding to payment confirmation and invoice emails

    1. Logos and Icons

    2. Brand and Accent colors

  2. Click Here to access the Stripe Branding Page

    1. Add your desired brand elements

    2. Preview mobile and desktop examples

Discount Codes

  1. Create and manage discount codes within Stripe

    1. Click Here to access the Stripe Product Page

    2. Click the Coupons tab

    3. Create and Manage Coupons

  2. CoachNow checkout includes a Discount Code field that can be utilized by Athletes who receive a code

Mark Invoice Paid or Void

  1. Click Here to access the Stripe Invoice Page

  2. Select the desired Invoice to access the Invoice Details Page

  3. In the top right navigate to More (...) → Change Invoice Status

    1. Select desired Invoice Status

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