Coach flowchart

How to add a prospect

All in the Coach Dashboard. + Add Prospect is intake only — the paperwork comes at Check In.
Already a prospect and booked for today? Do not use + Add Prospect. On the Today screen press Check In ✨, then go to step 4.
1
Coach Dashboard
All Members → + Add Prospect (top right)
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2
Coach Dashboard
Choose the intake at the top of the form
The form opens on Future appointment intake. Training today? Switch to Today appointment intake.
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Future appointment intake
Phone intake, or a walk-in booking a future appointment
NO Release · NO photo ID
3
Basic details, then book
  • Name, phone, email.
  • Weight, height, sex at birth, date of birth — or tick Couldn’t collect body stats on the call.
  • Lead source, how they came in, and Source (Phone call / Walk-in inquiry / Referral).
  • Book the onsite appointment, or tick Appointment scheduled directly in Acuity. Save.
Today appointment intake
On-site session today. Not already a prospect (a lead is fine)
Full intake · body stats required
3
Full intake, then book
  • Name, phone, weight, height, sex at birth, date of birth.
  • Lead source and how they came in.
  • Book the onsite appointment, or tick Appointment scheduled directly in Acuity. Save.
  • No signature in this form — that is step 4.
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4
Coach Dashboard
Both paths: check in, then the paperwork
  • Today screen → Check In ✨. Their chart opens.
  • If anything is missing, Paperwork still needed pops up: Sign now for the Release of Liability (and photo ID), Fill it in for the medical history.
  • It never blocks the check-in. Not done now? Do it from their chart before they train.
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5
Coach Dashboard
The free session, then the outcome
  • Before they leave: ✅ How did it go? → Save outcome. Signed today? Use How to add a member.
Coach flowchart

How to add a member

Three steps, three systems. Do them in this order, the same day they pay.
iGoCoach DashboardAcuity
Before you start: they need a chart in the Coach Dashboard. No chart yet? Use How to add a prospect first.
1
iGo
Convert them to a member and take payment
  • Convert their existing iGo prospect to a member.
  • Take the payment in iGo. The Coach Dashboard cannot do this step.
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2
Coach Dashboard
Sign the Membership Agreement for their plan
  • Open their chart → Sessions tab → Membership Contract card.
  • Press + Complete membership contract and pick the plan.
  • Amounts in dollars only. Never type a card or bank number.
  • They read it, print their name and sign on the pad.
  • Press Sign membership agreement.
✓ Their chart changes from prospect to active member.
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3
Acuity
Book their next appointment
  • Schedule their next session in Acuity before they leave.