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How to Create a Welcome Template in CoachNow

Creating a Welcome Template in CoachNow allows you to send a consistent onboarding message and resources to every new athlete and parent. Follow the steps below to set up your first Welcome Template.

Alex Berlin avatar
Written by Alex Berlin
Updated over 2 weeks ago

Step 1: Open the Templates Page

  • Log in to CoachNow on your web browser.

  • In the left‑hand sidebar, click Templates (located below Library and above Schedule).

Step 2: Create a New Template

  • On the Templates page, click the + New Template button in the upper‑right corner.

Step 3: Name Your Template

  • In the New Template window, type a name into the Template Name field.

    • Example: “Welcome To CoachNow"

  • Click Create Template.

Step 4: Add Your Welcome Message and Media

  1. You’ll now see the Template editor. In the main text box, type the welcome message you want every new athlete or parent to receive.

    • You can include:

      • A short welcome

      • How you use CoachNow for coaching and communication

      • How athletes should upload videos or ask questions

      • Any important guidelines or next steps

  2. (Optional) Click Media to upload:

    • Intro or welcome videos

    • Facility or program overview videos

    • PDFs or other onboarding documents

  3. (Optional) Add tags by clicking Add some tags to help you organize and quickly find this template later.

Step 5: Save the Template

  • When you’re happy with your welcome message and any attached media, click Post in the bottom‑right corner.

Your Welcome Template is now saved and ready to be applied to new Spaces or Groups, so every athlete and parent receives a consistent, professional onboarding experience.

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