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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.
Help Center
GolfCoachOS Help Center
Step-by-step guides for every part of your coaching environment.
Getting Started
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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
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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.
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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.
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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
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Book a lesson
Put a one-to-one lesson on the calendar. It stays linked to that player.
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Open a player from the calendar
Click a one-to-one lesson to work from that player’s record, not a bare booking card.
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Day, week, and All coaches
Switch how you see the wall. Academies with more than one coach can watch the whole house.
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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.
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Block time (lunch, days off)
Hold hours so families cannot book them — a year of Tuesday–Saturday lunch, or Sunday and Monday off.
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Remove blocked time
Clear one day, a matching series (every lunch this year), or only those hours inside a date range.
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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.
Recording Your Lesson Summary
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Recording a Lesson Summary
Capture what happened in the lesson — voice or typed notes, key focus, and assigned work — directly into the player's development record.
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Assigning Practice After a Lesson
Turn the lesson into directed practice — assign work, set expectations, and keep accountability between sessions.
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Just Talk and Short Talk
Just Talk writes a coaching conversation into notes. Short Talk turns spoken numbers into metrics you review before anything is saved.
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My Lessons
My Lessons is the player's lesson history, grouped into five categories.
Creating Lesson Plans
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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 guidesStep 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
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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
Coach Library and My Library
The coach library is where academy videos, lesson plans, skill challenges, and combine tests live, plus the items you save for frequent use.
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Skill Challenges
Skill Challenges are their own library tab, separate from Lesson Plans.
Step 4Video coming soon
Combine Tests
Combine Tests are their own library tab. Saving one does not score it.
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Player Library
The player library uses the same shelves as the coach library, without another academy's private videos.
Profile & Settings
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Managing Your Profile & Preferences
Update photo, bio, schedule timezone, and account preferences so your coaching workspace stays accurate.
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Website Builder
Edit your public academy site as a draft, then publish when it should replace the live site.
Billing & Earnings
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Plans, Billing & Business
Understand coach plans, lesson deposits, and where to track revenue in My Business.
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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
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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.
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Create a Package
Build a package from Schedule → Packages with credits, duration, coaches, price, and availability.
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Add Your Payment Link
Paste a public HTTPS checkout URL from Stripe, Square, PayPal or your facility — never secret keys or passwords.
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Publish and Share
Share the GolfCoachOS public package link so purchase requests are recorded; the external payment link is only for checkout.
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Manage Purchase Requests
Review purchaser and player details, payment status, and player matching from Schedule → Packages → Purchases.
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Activate Player Credits
Credits activate after payment confirmation (or complimentary approval) and a correct player link. GolfCoachOS never auto-merges public registrations.
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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.
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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 9Video coming soon
Refunds and Payment Problems
GolfCoachOS cannot issue or verify refunds. Process refunds in your provider, then mark Refunded Externally and review credits.
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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.