Setup checklist

Use this checklist to get your HeyCoach coaching account setup ready before onboarding clients. Check off each step as you go.

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Create your coach accountRegister on heycoach.ai and choose Coach as your account type.Read guideCreate account ↗

Choose a HeyCoach planSubscribe to the HeyCoach platform plan that fits your coaching business.Read guideOpen Plan ↗

Complete payout setupConnect your bank account so clients can pay you. Status should show Ready on Billing.Read guideOpen Billing ↗

Create at least one client planPublish a recurring subscription or one-time package before inviting clients to subscribe.Read guideManage client plans ↗

Review your dashboardConfirm your plan, capacity, and quick links look right after setup.Read guideOpen Dashboard ↗

Client plans need payout setup first

You cannot publish client plans until payout setup shows Ready on Billing. See Billing & payouts.

After the website is ready

Coaches build programs, add clients, and assign workouts in the mobile app:

Step	Where	Guide
Add clients to your roster	Mobile app	Clients (mobile)
Set training schedules	Mobile app	Clients (mobile)
Build and assign programs	Mobile app	Programs (mobile)
Client subscribes	Website	Client billing

See Managing clients for the full onboarding workflow and client statuses (Pending, Active, Deleted).

Optional website tasks

These are not required to start coaching, but useful once you're live:

• Programs & sharing: set listing prices and copy share links
• Account settings: update your profile or password

Related

• Coach guide overview
• Getting started
• HeyCoach plan
• Billing & payouts
• Client plans