Client Management
Coach Onboarding Guide
Welcome to PlyoPlanner+! This guide will help you set up your coaching practice and start managing athletes.
Getting Started as a Coach
1. Upgrade to PlyoPlanner+
Client management is a Plus feature. If you haven't already:
- Sign in to your account
- Click Upgrade or go to Subscription
- Complete checkout ($9/month)
- Access coaching features immediately
2. Access Your Coaching Dashboard
- Click Coaching in the main navigation
- You'll see your Coaching Dashboard with:
- Client count summary
- Recent activity
- Quick action buttons
Building Your Training Library
Before inviting clients, prepare some training plans:
Create Plans for Different Needs
| Plan Type | Suggested For |
|---|---|
| Beginner Foundation | New athletes |
| Intermediate Power | Developing athletes |
| Advanced Performance | Elite athletes |
| Sport-Specific | Team/position needs |
Tips for Effective Plans
- Start Simple: 4-6 exercises per plan
- Progressive Overload: Create versions that build in difficulty
- Clear Names: Use descriptive names clients understand
- Add Notes: Include coaching cues in plan descriptions
Use Templates
Browse the template library for inspiration:
1. Go to Templates
2. Find plans matching your needs
3. Click Use Template to copy and customize
Inviting Your First Client
Step-by-Step
- From Coaching Dashboard, click Invite Client
- Enter your athlete's email address
- Click Send Invitation
What Your Client Receives
Your athlete gets an email containing:
- Your name and invitation
- A secure link to accept
- Instructions for next steps
Client Scenarios
| Scenario | What Happens |
|---|---|
| Client has PlyoPlanner account | They sign in and accept |
| Client is new to PlyoPlanner | They create an account during acceptance |
| Client declines | You're notified, they're removed |
Tracking Invitations
Monitor pending invitations from your Clients page:
- See who hasn't responded
- Resend invitations if needed
- Invitations don't expire automatically
Assigning Training Plans
Once a client accepts:
Assign Their First Plan
- Go to Clients and click the athlete's name
- Click Assign Plan
- Select a training plan
- Add coach notes (optional but recommended)
- Click Assign
Coach Notes Best Practices
Use notes to provide context:
"Focus on landing mechanics this week. Keep volume moderate - you're still building base fitness."
"Increase intensity from last week. You should feel challenged but not overwhelmed."
Assignment Status Flow
Assigned → In Progress → Completed
- Assigned: Plan sent, client notified
- In Progress: Client has started training
- Completed: Client marked as finished
Managing Your Roster
Client List View
From Clients, you can:
- See all active and pending athletes
- Filter by status
- Quick-access client profiles
Client Profile Page
Each client page shows:
- Connection status and date
- All assigned plans and their status
- Actions to assign new plans
Removing a Client
If you need to end a coaching relationship:
1. Go to the client's profile
2. Click Remove Client
3. Confirm the action
Note: This removes the relationship but doesn't delete the client's account.
Workflow Best Practices
Weekly Routine
- Monday: Review client progress from previous week
- Mid-week: Check in on assignment status
- Friday: Assign next week's plans
Communication Tips
- Use coach notes for plan-specific guidance
- PlyoPlanner sends automatic notifications for:
- New plan assignments
- Invitation reminders
- Follow up outside the platform for detailed feedback
Scaling Your Practice
As you grow:
- Create a template library for quick assignments
- Use consistent naming conventions
- Group similar plans by goal/difficulty
Organizing with Clubs & Teams
Once you have multiple athletes, Clubs & Teams helps you organize by sport and season.
Setting Up Your Club
- Go to Clubs and click Create Club
- Name your organization (e.g., "Eastside Athletics")
- You're automatically the club admin
Creating Teams
- From your club dashboard, click New Team
- Set the sport, gender, and optional season info (e.g., "Spring 2026")
- Assign yourself or other coaches to the team
- Invite athletes to your team
Bulk Plan Assignment
Instead of assigning plans one-by-one:
1. Go to a team's page
2. Click Assign Plan to Team
3. All athletes on that team receive the plan at once
Season Management
At the end of a season:
1. Copy for New Season to create a fresh team with the same coaches
2. Archive the old season's team to keep it for reference
3. Old teams are hidden by default but accessible via Show Archived
Club Analytics
Monitor your entire organization from one view:
- See which teams are improving and which need attention
- Track metrics across all athletes
- Use period filters (7d / 30d / 90d) to zoom in on recent trends
Troubleshooting
Client Didn't Receive Invitation
- Verify the email address is correct
- Ask them to check spam/junk folder
- Try resending the invitation
- If issues persist, contact support
Client Can't Accept Invitation
Common causes:
- Already logged in as different user
- Link has been clicked before
- Browser issues
Solutions:
- Have them sign out first
- Send a fresh invitation
- Try a different browser
Assignment Not Showing for Client
- Confirm the plan was assigned (check client profile)
- Have client refresh their dashboard
- Verify client is logged into correct account
Next Steps
- Create 3-5 training plans for common client needs
- Invite your first athlete and walk them through acceptance
- Assign your first plan and monitor their progress
Need help? Visit the Help Center or contact support.
Welcome to coaching with PlyoPlanner!