Help Center

GolfCoachOS Help Center

Step-by-step guides for every part of your coaching environment.

Getting Started

3 guides
Step 1Video coming soon

Welcome to GolfCoachOS

A complete overview of the GolfCoachOS platform — what it does, who it's for, and how it helps you deliver a connected coaching experience. Watch this first before anything else.

Step 2Video coming soon

Setting Up Your Coach Profile

Step-by-step guide to completing your coach profile — photo, bio, credentials, specialties, and booking link so players and families can find and connect with you.

Step 3Video coming soon

Your First Login & Dashboard Tour

A walkthrough of the Coach Dashboard — roster, today's sessions, priorities, messages, and how everything connects together.

Managing Players

4 guides
Step 1Video coming soon

How to Add a Player

Three ways to add players — invite a family by email, share your affiliate / signup link, or paste a roster from Sheets/Excel when you already have a client list.

Step 2Video coming soon

Import Roster from Spreadsheet

Paste client rows from Google Sheets or Excel into GolfCoachOS using a fixed column header. Best for academies onboarding an existing client list without retyping each player.

Step 3Video coming soon

Player Dashboard Overview

Understand the shared player dashboard — development stage, development domains, lesson history, practice, and how coaches and families stay aligned on one record.

Step 4Video coming soon

Player Intake Form Walkthrough

A walkthrough of player intake — what families complete, how the data feeds development context, and how Quick Start gets a new athlete onto your roster fast.

Lesson Scheduler

8 guides
Step 1Video coming soon

Book a lesson

Put a one-to-one lesson on the calendar. It stays linked to that player.

Step 2Video coming soon

Open a player from the calendar

Click a one-to-one lesson to work from that player’s record, not a bare booking card.

Step 3Video coming soon

Day, week, and All coaches

Switch how you see the wall. Academies with more than one coach can watch the whole house.

Step 4Video coming soon

Move a lesson or blocked time (drag)

Drag a one-to-one lesson or a blocked hold to a new time on Day or Week view. Group lessons stay put — move those from the session roster.

Step 5Video coming soon

Block time (lunch, days off)

Hold hours so families cannot book them — a year of Tuesday–Saturday lunch, or Sunday and Monday off.

Step 6Video coming soon

Remove blocked time

Clear one day, a matching series (every lunch this year), or only those hours inside a date range.

Step 7Video coming soon

Time away (travel / holidays)

Clear repeating lunch in a from–to window, move group lessons to another coach, then block every day you are away. One-to-one lessons are not cancelled for you.

Step 8Video coming soon

Group lessons on the calendar

Click a clinic on the wall to see the roster, move that session to another coach, or manage drop-ins. Create programs under Group Lessons.

Using Just Talk

2 guides
Step 1Video coming soon

Using Just Talk

Just Talk is the fastest way to turn a lesson into a useful player-development record. You don't need to fill out a lesson form while you're coaching. Select the player, press Just Talk, and describe the lesson naturally.

Step 2Video coming soon

Assigning Practice After a Lesson

Turn the lesson into directed practice — add homework from talk or the library, set dosage, and give a simple success measure.

Creating Lesson Plans

3 guides
Step 1Video coming soon

Building Your First Development Plan

Create a clear development plan with objectives, priorities, and notes so every lesson advances a documented pathway.

Step 2Video coming soon

Assigning & Tracking Plans

Keep plans living — track progress session to session and adjust when competition, physical growth, or practice quality changes the picture.

Step 3Video coming soon

Uploading a Scorecard Photo (iPhone & Android)

Add a round from a phone photo of the scorecard — AI fills the hole grid for review. Works from a phone camera; desktop screenshots are not required.

AI Coaching Tools

2 guides
Step 1Video coming soon

Coach Briefings & Priorities

How GolfCoachOS surfaces what deserves attention — roster briefings and today priorities that inform judgment without replacing the coach.

Step 2Video coming soon

Roster Intelligence

How roster-level insights help you see stage mix, development priorities, and patterns across your coaching environment.

Videos & Media

2 guides
Step 1Video coming soon

Adding Videos to Lessons

Attach swing or session video to the player record — keep media with the same longitudinal history as notes and plans.

Step 2Video coming soon

Managing Your Library

Organise coaching media and library resources so drills and reference clips are easy to reuse across players.

Profile & Settings

1 guide
Step 1Video coming soon

Managing Your Profile & Preferences

Update photo, bio, schedule timezone, and account preferences so your coaching workspace stays accurate.

Billing & Earnings

2 guides
Step 1Video coming soon

Plans, Partner Earnings & Business

Understand coach plans, Partner Program commissions, lesson deposits, and where to track revenue in My Business.

Step 2Video coming soon

On-Account Player Balances

Record deposits and track open cash balances for coaching that is not sold as a packaged credit product. For sellable lesson packages with external payment links, see Help → Lesson Packages.

Lesson Packages

12 guides
Step 1Video coming soon

Overview

Sell lesson packages using your own payment provider. GolfCoachOS tracks packages and lesson credits; Stripe, Square, PayPal or your facility checkout handles the money.

Step 2Video coming soon

Create a Package

Build a package from Schedule → Packages with credits, duration, coaches, price, and availability.

Step 4Video coming soon

Publish and Share

Share the GolfCoachOS public package link so purchase requests are recorded; the external payment link is only for checkout.

Step 5Video coming soon

Manage Purchase Requests

Review purchaser and player details, payment status, and player matching from Schedule → Packages → Purchases.

Step 6Video coming soon

Confirm External Payment

Do not confirm because someone clicked the payment link — verify the charge in your provider first. Confirmation activates credits and is not a payment receipt.

Step 7Video coming soon

Activate Player Credits

Credits activate after payment confirmation (or complimentary approval) and a correct player link. GolfCoachOS never auto-merges public registrations.

Step 8Video coming soon

Use Credits When Booking

On the booking form, choose Use Package Credit for an eligible active balance. Confirmed bookings reserve one credit; completion marks it used.

Step 9Video coming soon

Cancellations and No-Shows

GolfCoachOS tracks restore vs forfeit decisions. Your package or academy policy decides what should happen — do not assume forfeiture without a policy.

Step 10Video coming soon

Adjust Credits and Balances

Authorized staff can add, restore or remove credits with a required reason. Every change creates a permanent ledger entry.

Step 11Video coming soon

Refunds and Payment Problems

GolfCoachOS cannot issue or verify refunds. Process refunds in your provider, then mark Refunded Externally and review credits.

Step 12Video coming soon

Frequently Asked Questions

Common questions about creating packages, Stripe/PayPal links, confirming payment, remaining lessons, and refunds.

Still need help?

Contact our support team and we'll get back to you within 24 hours.

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