The 15 Minute Setup Guide for Business Owners

Using this guide, you can complete the initial set up your CoachFirst account and start booking in as little as 15 minutes. This should give you a good idea of how CoachFirst works and the experience you and your clients can expect.

In just a few minutes you will be able to:

• Schedule a 1:1 session with a client
• Schedule a Class and add clients
• View and manage your calendar
• Accept, track, and manage payments
• Use the Coach Portal and the Hub App (for iOS users)
• Login to the Client Portal and CoachFirst App for clients (iOS or Android)

Let's get started!

• CoachFirst Hub App

Quick Setup

1. Create a 1:1 service
2. Create a Class
3. Add a Client
4. Choose payment options
5. Turn on client booking for 1:1s

Experience CoachFirst

• Schedule a 1:1
• Schedule a Class and book Clients
• View and manage your calendar
• Track and manage orders and payments

• Coach Portal Login

Quick Setup

1. Create a 1:1 service
2. Create a Class
3. Add a Client
4. Choose payment options
5. Turn on client booking for 1:1s

Experience CoachFirst

• Schedule a 1:1
• Schedule a Class and book Clients
• View and manage your calendar
• Track and manage orders and payments

🎉 Congratulations, you have completed the initial setup of your CoachFirst account! 🎉

Interested to see all of the ways CoachFirst can help you automate your business and get closer to your clients? Explore the Knowledge Base or reach out to us to find even more ways to take control of your business!