Manage Coaches

Overview

Coach Tiers are a section in the Company Settings page, only available to those with the Owner role in the Dashboard. Coach Tiers allow you to organize Coaches into different levels and configure how each level is paid. For example, you might have tiers like Club, National, or Olympic, each with different payout settings and fee structures.

The Coach Tier is set inside the Coach Profile on the Coach page in the Dashboard. Only someone with an Owner or Admin role can change the Coach's Tier. The Coach cannot change their own Tier if they do not have either of those two roles.

Editing Coach Tiers

• Navigate to Company Settings in the Dashboard
• Search at the top or location the Coach Tiers section
• All existing tiers are displayed in a list, ordered by priority

Each tier displays:

• Priority number — The tier's position in the list
• Name — The tier's display name
• Payment toggle — Whether Coaches in this tier receive automatic payments through the system or if the Coach is paid directly by the Customer in cash (paying a Coach in cash)
• Split type — Either a percentage or a fixed dollar amount taken as a platform fee
• Split amount — The value of the fee

Adding a New Tier

• Click the New Tier button at the top of the Coach Tiers section
• Enter a name for the tier (required)
• Configure the payout and fee settings (see below)
• Click Save at the top of the page to create the tier

A tier name is required. If you try to save a tier without a name, an error message will appear and the tier will not be created.

The new tier is added to the bottom of the list.

Reordering Tiers

• Click and hold the drag handle (the six-dot icon) on any tier
• Drag the tier up or down to change its priority
• Release to confirm the new position
• Click Save at the top of the page to apply the new order

Deleting a Tier

• Click the red delete button on the tier you want to remove
• If no Coaches are assigned to the tier, the tier is marked for deletion
• Click Save at the top of the page to confirm

If active Coaches are currently assigned to the tier, a message will appear listing the assigned Coaches. You must reassign those Coaches to a different tier before the tier can be deleted. Inactive Coaches do not block deletion.

Configuring Payout and Splits

Each tier has a Payment toggle:

• Payment ON — Customers booking a Coaches for private Lessons will be charged the Coach rate, with the Coach receiving their rate (minus any splits); you must also configure a fee.
• Payment OFF — Coaches in this tier are not paid through the system; Customers pay the Coach directly.

When the Payment toggle is enabled, choose a Split type:

• % Rate — A percentage of the Coach's earnings is retained as a platform fee and sent to the Club; you can enter a value between 0 and 100.
• Fixed $ — A fixed dollar amount is retained as a platform fee per transaction and send to the Club.

Percentage and fixed fees are mutually exclusive. Setting one will reset the other to zero.

In some examples that reference the screenshot below:

• National tier Coaches — Paid in cash by the Customer.
• Touring Pro tier Coaches — Money captured through the system and whatever their rate, $20 is split off and sent to the Club.
• Club Pro tier Coaches — Money captured through the system and whatever their rate, $30 is split off and sent to the Club.
• Beginner Pro tier Coaches — Money captured through the system and whatever their rate, 40% is split off and sent to the Club.

Enable Coach Payments

If your Club has elected not to pay Coaches through the system, anyone with the Owner role can turn OFF the Coach Payments toggle. To learn more, read about Enabling Coach Payments.