MyCoachBoard Quick Start: Setup Essentials & Workflow Inspiration

Part 1: Account Setup Essentials Checklist

Get these basics done first for a smooth start (Access via Settings/Profile):

• [ ] Complete Your Coach Profile: Add your photo, bio, credentials, and contact information.
• [ ] Connect Your Calendar: Integrate your Google Calendar (or other compatible calendar) to sync availability and prevent double-bookings.
• [ ] Set Your Availability: Define your general working hours and specific times available for different session types.
• [ ] Connect Stripe Account: Securely connect your Stripe account via our Payments section to accept client payments directly.
• [ ] Customize Booking Link: Personalize your unique MyCoachBoard booking link/URL to share with clients (found in Scheduling/Settings).
• [ ] Review Profile Page (Pro): If you're on Pro, customize your public-facing Profile Page with branding and service details.

Part 2: Workflow Idea - Onboarding a New Client

Here's how MyCoachBoard streamlines bringing a new client onboard:

1. Share Intake Form: Send a link to your online intake form (created externally or via simple questions) using MCB Messaging.
2. Schedule Discovery Call: Share your MCB Scheduling Link for the prospect to book a time that works for both of you.
3. Create Client Profile: Once they commit, create their profile in the Client Management section, adding notes from the call.
4. Send Agreement & Invoice: Use MCB Messaging to send your contract (attach PDF) and use MCB Payments to send the first invoice or set up their subscription.
5. Assign Welcome Materials: Use MCB Plans or Messaging to share initial resources, questionnaires, or welcome videos.
6. Book First Session: Client uses your booking link again, or you schedule it manually in the MCB Calendar.

Part 3: Workflow Idea - Managing a Weekly Client

Simplify ongoing client management:

1. Session Auto-Scheduled: Use the Recurring Sessions feature in MCB Scheduling.
2. Automated Reminder Sent: Rely on MCB's Automated Reminders (Pro feature) to reduce no-shows.
3. Log Session Notes: During or after the session, add notes directly to the client's profile in Client Management.
4. Mid-Week Check-in: Send a quick encouragement or accountability message via MCB Messaging.
5. Review Progress: Check their logged workouts, completed tasks, or progress metrics using MCB Tracking/Analytics features before the next session.
6. Payment Processed: If on subscription, payment is handled automatically via MCB Payments.

Conclusion: You're ready to leverage the power of integration! Explore the platform further, check out our Help Center if you have questions, and focus on what you do best – coaching!