COACH MANUAL

v4.2 · OCT 2026
Introduction
Coach manual

This is the Coach manual, for anyone with the Coach role inside a gym on MetconIQ. It covers programming, schedules and sessions, scores logged from the class roster, member management, leads, waivers and retention alerts. You use these tools on the web at metconiq.app and on the mobile app. Gym owners have their own manual for the business side, and athletes have theirs for booking, logging and stats.

What a coach does in MetconIQ
A coach generates and reviews a month of AI-drafted programming before it reaches an athlete, runs the day's classes from a live roster console, logs scores for athletes from that roster, keeps the member list current, works the gym's lead pipeline, checks who has signed the waiver and catches members who are drifting away. It all happens in the same Admin area an owner uses, minus the business and billing screens.
This manual covers the web app and the mobile app. Where a feature behaves differently on mobile, the difference is called out inline. The section called The mobile app collects everything mobile-specific in one place.
Getting started
Getting invited & signing in

Coaches don't self-register. The gym owner brings you in from the Staff page.

1
Owner sends an invite
From Members → Staff, the owner clicks + Invite Coach, enters your email and picks the Coach role, and sends it.
2
You get an email
"You've been invited to join <gym>" carries a unique accept link, valid for 7 days. Sending a second invite to the same address revokes the first.
3
Accept and you're in
Register from the invite link, or sign in if you already have an account. You join the gym with the Coach role immediately. There is no waiver to sign and no seat check, because both apply only to athlete invites.
Your role can change later. The owner can promote or demote you between Athlete, Coach and Owner from the role dropdown on the Athletes page — see Members & leads.

Signing in and account recovery

Access & permissions
Roles & access

MetconIQ has two independent permission axes: a role (what you can do) and a member plan (which athlete features you can reach). Gyms also have a gym plan that sets seat capacity and AI generation quotas. See Programming.

Roles

RoleScopeWho is this?
Athlete Member Standard user. Logs workouts, books classes, tracks stats — solo or as a gym member.
Coach Gym admin All athlete features plus programming, schedules, sessions, member management, leads, waivers and alerts. This manual is written for you.
Owner Gym admin Everything a coach can do, plus the business dashboard, membership tiers, packages, staff, agent activity and gym settings. See the Owner manual.
Oracle Platform-wide MetconIQ platform staff. Manages all gyms, athletes and platform revenue. Not available to customers.
As a coach, you bypass athlete plan gates — you see Pro/Elite athlete features regardless of your own personal plan.

Athlete plan pricing (Free / Pro / Elite / Box) and gym plan pricing (Solo / Starter / Growth / Enterprise) are covered in the Athlete manual's Plans, trial & pricing. Go there if a member asks about upgrading or you need seat and pricing numbers for your gym's own plan.

Coach / Admin
Admin overview

The Admin dashboard is where anyone with a Coach or Owner role starts. On the web it has two tabs. Overview shows this month's RX rate and average RPE, a Rescale Review Needed card when a plan has been flagged (it links to the Rescale page), the list of upcoming workouts that have not been released with a Release button on each, and quick links to Generate Plan and Members. Release All Due appears when any unreleased workout is dated today or earlier. The second tab, Gym Stats, is the deeper analytics view. On a phone, or in a narrow browser window, the Admin dashboard opens Gym Stats directly and the Overview tab is not shown.

Gym stats sub-tabs

Sub-tabWhat it shows
OverviewActive members, Participation (the share of athletes who logged a result this month), Attendance Rate, Sessions This Month, PRs This Week and a 12-week load trend.
Load & VolumeGroup training load, weekly volume in kg for 12 weeks, and how many athletes sit in each load band: Below average, Steady, Building or Sharp increase.
LeaderboardBenchmark leaders by movement, for All time, This month or Quarter.
Late CancelsMembers who cancelled late, with a count and the date of the last one.
At-RiskAthletes flagged by the retention alerts (the badge shows the count). See Alerts & coaching.

How the figures are counted

A no-show rate (no-shows divided by no-shows plus attended, for classes this month) and a list of past classes nobody closed sit on the owner's business dashboard, which a coach does not see. What you control is the cause: close each class from Sessions → Past Classes, so its remaining athletes are marked and the numbers count them.

Enterprise owners: if the gym's account has the multi-location portfolio enabled, /admin redirects owners to the Portfolio view by default. The single-gym dashboard above is unaffected for a coach, since coaches never see the portfolio.

Compared with an owner, a coach gets Programming, Schedules, Sessions, Members, Leads, Alerts and Waiver. On a Solo-plan gym, Schedules, Tracks, Leads and Waiver are hidden for everyone. Gym Settings is owner-only. It holds the cancellation window, booking cutoff and Stripe Connect, and its link doesn't appear in a coach's sidebar at all. Other owner-only surfaces are the Business dashboard, Membership tiers, Packages administration, Staff and Agent activity. Payroll and Packages are owner-only unless the owner grants a coach access to them from the Staff page. Those two are the only pages granted per coach; every other page follows your role.

Coach / Admin
Programming

Programming is where MetconIQ generates, reviews, releases and rescales your gym's monthly plan. The AI drafts and the coach publishes. Nothing reaches athletes until you release it.

Generating a monthly plan

1
Programming → Generate Plan
Pick the training group or class track, target month and year, training days per week, and session duration.
2
Choose the mesocycle phase
Accumulation (volume), Intensification (intensity), Realization (peak/testing) or Deload (recovery). This shapes the month's periodization.
3
Set equipment and running
Tick your gym's equipment from the 17-item list (All / None shortcuts) and set running availability with a max single-run distance. The generator never programs equipment you don't have.
4
Generate
Generation runs in the background, so you can navigate away and return. The finished month saves as a draft, and athletes see nothing yet.
5
Review in Plan Overview, then release
Read every workout in the calendar view, edit anything, then publish the month or release workouts one at a time. Publishing is what makes a workout visible: publishing the month schedules each of its workouts to go live at 10:30 PM gym-local time the evening before its date. A standalone or imported workout instead goes live at its own Scheduled Release time, or whenever you press Release now. Unpublished drafts never go live on their own.
Per-workout editing
Open any workout from Plan Overview and press Edit to change its title, description, Coaching Notes, estimated duration and Scheduled Release time. Release Now sends an unreleased workout to members straight away. Coaching Notes are for staff only and are never shown to athletes. The generator also writes its own notes there, such as an equipment swap.
Scaling tiers
Every workout carries RX, Scaled and RX+ variants, generated automatically. Generate Scaling Tiers on the workout page redoes them, with a warning that it overwrites the existing ones.
Rescale
Mid-month, the Rescale page shows Participation, RX Rate, Avg RPE and WODs Logged. Analyse & Rescale Now then adjusts all remaining unreleased workouts to how the group is performing: easier if RPE is running hot, harder if the group is cruising. Raising load needs logged effort behind it. With too little effort logged, the page says Not enough data and changes nothing, and that run does not use up one of your gym's monthly rescales.
Tracks
Run multiple programming streams (for example a competitors track and a foundations track). Each track gets its own generated plan, and schedules can be tied to a track. At a gym with several tracks, an athlete's Home shows their own track's workout: the track of the class they booked that day, else the track they last attended in the past 30 days, else the gym's first track. An Also today row has a chip for each other track.

AI generation quotas

Generation is metered against your gym's own plan, not your personal athlete plan. A coach or owner generating their own training draws on the same pool below, because gym staff hold no separate personal allowance. Every quota resets on the 1st of the month.

Gym planMonthly plan generationsRescalesScaling-tier regenerations
Solo11020
Starter42060
Growth830120
Enterprise1240250

If a generate button reports the quota is reached, it names when it resets. A running generation is never cut off mid-flight.

The programming AI avoids named benchmark workouts from other brands. If a generated title matches one, it retries once automatically. If the title still matches, the workout is renamed instead of the month failing. A note about the swap appears in that plan's coach notes, and you can rename the workout yourself.
Coach / Admin
Schedules & sessions

Schedules are recurring templates ("Mon/Wed/Fri 6:00 AM, capacity 14, Coach Dana"). Sessions are the individual class instances they generate — each with its own roster, coach and workout link.

Schedules

Running a session

The Sessions page has two tabs. Upcoming lists the next 14 days, grouped by day. Past Classes shows one week at a time. Step between weeks with the arrows or pick a week from the calendar. Tap a class to open its roster, a live console that refreshes every 15 seconds:

If kiosk claims are still unconfirmed 30 to 90 minutes after class ends, the session's assigned coach gets an in-app and push nudge that opens the session. If the class has no coach, the gym's owners get it instead. Confirm or correct the claims while memory is fresh.

Logging a score for an athlete

When a class has a workout attached, its roster header shows the workout name. Each athlete who is confirmed or attended then gets a score control. This works on Upcoming and on Past Classes, once the workout has been released to members. Coaches and owners on the roster do not get one.

What the athlete gets: the result is public and named. The form has no private or anonymous option and no effort (RPE) field, because those are the athlete's to set. There is one result per athlete per workout. If you log it after the workout's day, it is filed under that day, not the day you typed it. The athlete sees a "Logged by coach" tag in their history and on leaderboards, never your name. PR flags, milestones and leaderboard standing are credited to the athlete. If the athlete edits the result, it becomes theirs: the tag goes and you can no longer edit it.

Closures & minimum booking notice

Closures live on the Schedules page. Add a start date, an end date and an optional reason. Every scheduled session in that range is then cancelled the way an individual cancel works: booked athletes are notified and any punch-card credit they spent is refunded. A one-off session created afterwards on an already-closed date is a deliberate override and stays bookable. A closure only stops new sessions from generating on those dates. It doesn't block a session that already exists there.

Minimum booking notice (labelled "Booking cutoff", in minutes before class) closes booking that many minutes before a class starts. It is separate from the late-cancel cutoff (hours before class). Both live in Gym Settings, which is owner-only, so ask the owner if you need either changed.

Class reminders & cancellation notifications

Athletes get a reminder shortly before their booked class, a "class cancelled" notice if you cancel a session (with punch-card credits refunded), and a notice when a waitlist spot opens for them. If an athlete has opted into WhatsApp alerts for your gym, a waitlist-spot opening or a class cancellation reaches them there too. These are the only two event types WhatsApp carries. A class cancellation goes by both WhatsApp and push, so nobody misses it. A waitlist-spot opening goes by push alone when the athlete has it.

Coach / Admin
Members — day to day

The Athletes page (under Members in the sidebar, and called Clients on a Solo studio) is the gym roster, with two tabs: Active Members and Pending Invites. A member count sits at the top. The seat counter against your plan's limit, seat purchase, Tier and Hold are owner-only controls, covered in the Owner manual.

Getting members in

Invite by email
Invite Athlete sends a unique sign-up link valid for 7 days. Track, re-view and revoke it from the Pending Invites tab. You can also show a QR code for front-desk sign-ups.
Join code
Your gym's permanent join link (managed by the platform team) lets athletes join without individual invites. An athlete who joins this way is active at once and signs the gym's waiver as part of joining. If your plan's seats are full, the join is refused.
Bulk import
Import members brings in an existing member list from CSV when moving a gym onto MetconIQ.
Export
Export CSV downloads the full roster for reporting or accounting.

Per-member actions

ActionWhat it does
RoleMove a member between Athlete and Coach from the role dropdown. Only an owner can grant or remove Owner. You cannot change your own role.
Punch CardsView and adjust a member's punch cards and credit balances.
Issue PackageGrant a package directly — comps, trials, manual sales.
Tier (owner only)Put the member on a membership tier and choose how they pay — see the Owner manual.
Hold (owner only)Freeze a membership. The owner places and lifts it. See the Owner manual.
DeactivateNot available to gym staff. It disables the whole account everywhere and is platform support only. Use Remove.
DeactivationSets a future deactivation date, with an optional advance-warning email to the member. On that date the member is removed from the gym, with the same effects as Remove.
RemoveRemoves the member from your gym after you type a confirmation word. They lose access to the gym, its classes and bookings. Their upcoming bookings are cancelled, punches are refunded and waitlists move up. A membership billed through Stripe ends at the end of the paid period, with nothing refunded; if Stripe refuses, a warning says the subscription has to be ended in Stripe, which is the owner's to do. Their training history is kept and stays visible to them. To bring them back, invite them again: they cannot rejoin with the join code. An owner can only be removed by an owner.

Each row also shows the member's plan badge, billing status (how they pay, card status, any hold), fitness level, workout count and join date, so front-desk questions can be answered from one screen.

Leads

The Leads board runs your gym's pipeline in six stages: New, Contacted, Trial booked, Trial attended, Won and Lost. Each lead has a card showing its source and next follow-up date, with a red border if that date has passed. Add a lead with a name plus at least an email or a phone number.

Leads aren't available on Solo-plan gyms.

Waivers

A gym that has published a waiver asks every athlete to sign it. Athletes sign as part of joining, by invite or by join code. An athlete who has not signed is asked to sign when they try to book a class. That covers members who joined before the waiver was published, members added by an admin, and everyone after a material update. A coach who joins on a coach invite skips the waiver. MetconIQ does not supply waiver wording. The gym writes its own. The Waiver page is hidden on Solo-plan gyms.

Coach / Admin
Retention alerts & coaching

Retention alerts

The Alerts page (titled Retention Alerts) lists athletes who may be drifting away, before they leave. The sidebar badge shows the live count. Only athletes are listed, not coaches or owners. Members who joined in the last 3 weeks and members on hold are not flagged. Three flags exist:

Each flagged athlete has two buttons. Message opens a new message to them. Dismiss (7 days) hides the flags shown on that card for 7 days. They come back after that if they still apply. To handle a flag, look at the card, reach out personally through Messages, then dismiss it.

MetconIQ can also send a flagged athlete an automatic check-in message, at most one every 7 days. It is signed with the gym owner's name and arrives in the athlete's notifications, plus a push if they have the app, otherwise an email. Not every flagged athlete is messaged: "No check-in" alone never triggers one, although that flag still shows on the Alerts page. Automatic messaging is a platform setting, so the Auto-messaged badge on the card is the record of whether one went out. It shows for 14 days after the message. On the owner's dashboard the same list is counted as "at churn risk".

On a phone, the Alerts page is not in the navigation. Open Admin and use the At-Risk tab in Gym Stats. It lists the same athletes and flags, without the Message and Dismiss buttons.

What you see of athletes' results

Athletes control how their results are shown, and that holds for coaches and owners too.

Coaching connected athletes

Athletes anywhere on MetconIQ (including solo athletes outside your gym) can invite you to view their stats. Accepting adds a Coaching section to your navigation:

Broadcasts

From Messages, coaches can broadcast to all members or a picked set of recipients. Broadcasts are read-only for athletes. You can delete one for everyone if it was sent in error.

Mobile
The mobile app

MetconIQ ships as a mobile app with the same account and data as the web. As a coach, the bottom tab bar swaps out the athlete-facing tabs for admin ones, so roster work and light admin are reachable one-handed on the gym floor.

Coach navigation

TabWhat's there
HomeSame as an athlete's Home — today's workout, wellness check-in, up next.
ClassesThe booking view. On a Solo-plan gym this tab becomes the client roster (Members), since a solo trainer runs 1:1 sessions rather than a published timetable.
SessionsThe same class roster as the web — check-in, confirming attendance, closing a class, waitlist.
AdminGym Stats, opened directly. There is no Overview tab on a phone.
MoreEverything else — see below.

The More hub has three groups. Training holds Today's workout, History, My Stats and Personal Plan, which are your own as an athlete. Gym holds Notifications and Messages (with unread badges), Packages and Coaching. App holds the light/dark appearance control, Account Settings and sign out.

Coaching screen

More → Coaching opens a searchable roster of every athlete who has shared their stats with you, including solo athletes outside your gym. Tap through to a read-only view of their benchmarks and recent training. It is the same data the web Coaching section shows.

Mobile-specific behaviour

The web app is fully responsive too — on a phone browser you get the same mobile layouts. The installed app adds push notifications and the native shell.
AI features
AI capabilities & access

MetconIQ's AI features are built into the product, so there are no prompts to write. All AI runs server-side through a single service layer with validation and automatic retries. The rule across all of them is that the AI drafts and people decide.

The seven capabilities

Capability Who triggers it Requires
Group plan generation — a full month of periodized programming per group/track, saved as a draft for coach review. Coach / Owner Gym plan allowance left
Scaling-tier generation — RX, Scaled and RX+ variants for every workout, generated with the plan and regenerable per workout. Automatic Gym plan allowance left
Plan rescaling — adjusts the remaining unreleased month from live group RPE and RX-rate data: raise load, lower load, insert a deload, or hold. Coach / Owner Gym plan allowance left
Personal plan generation — an individual multi-week program from goals, schedule and equipment. Athlete (Pro+) or coach on their behalf Athlete Pro+ plan
Per-class scaling recommendation — a personal tier suggestion (Scaled / RX / RX+) with load tweaks, built from the athlete's recent training. Athlete, per class Elite plan
Gym layout analysis — floor-plan photo + equipment counts in, capacity and layout recommendations out. Owner Enterprise plan
Weekly insights — an automated Monday coaching card per eligible athlete. Automatic Elite / Box athlete

Coaches cannot see weekly insights. An insight is written for the athlete and shown only to them. What you see of an athlete's training comes from the retention alerts and Gym Stats. You have final authority over programming, whatever an insight or recommendation suggests.

Access controls

AI features
Guardrails & quotas

MetconIQ's AI outputs are performance-coaching tools, not medical advice. Guardrails are enforced at three independent layers: the prompts, the application code and the UI. The rules hold even if any single layer fails.

What the AI will never output

Medical diagnoses
No injury diagnoses or medical assessments, ever. Load observations are framed as training-load signals, not health claims.
Nutrition prescriptions
No calorie targets, macro splits or supplement advice. MetconIQ collects no dietary data.
Invented data
Every insight is generated strictly from the athlete's logged data. Fields with no basis in the data stay empty, and thin data lowers the stated confidence.
Unavailable equipment
Programming AI is hard-constrained to your gym's declared equipment list. It cannot program a machine you don't own.

What always holds

Quotas & fair use

AI generation is metered per athlete plan and per gym plan, with a monthly reset. See Programming for your gym's exact numbers. Every generation is logged. If a quota is reached, the relevant button says so and shows when it resets. Running generations are never cut off.

Questions about a specific AI output? Every insight stores the exact data snapshot it was generated from, so MetconIQ support can trace any card back to its source data.
Release notes
What's new in v4.2

What changed for coaches since v4.1.

2026-10-11

Release notes
What's new in v4.1

Everything added to the coach experience since the last manual.

October 2026

2026-09-07