Step 7 · 5 min
Set up a client's first week
Give a client a programme, a start date and a weekly check-in, in five steps.
How to do it
Open Set up a client
Find it in Clients, or on coach web click + Create, then Set up a client. It walks you through five steps: Client, Programme, Start date, Check-ins and Review.
Pick the programme
Choose one of your published programmes. Day 1 lands on the start date you pick.
Schedule check-ins
Choose the check-in form and the day it's sent each week.
Publish to client
Review the first week, then tap Publish to client. Their plan appears on their Today screen straight away.
Good to know
- You can prepare a client who hasn't paid yet. You can only publish once their coaching is active.
- Publishing never overwrites days your client has already logged.
Still stuck? Email a screenshot to team@koapath.com and we'll reply in writing. Contact support