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.
Coaches don't self-register. The gym owner brings you in from the Staff page.
Signing in and account recovery
- Sign in at metconiq.app/login with email and password.
- Forgot password sends a reset email. The link opens a page where you set a new password.
- Everything else is the same Account Settings every MetconIQ user has: profile, notifications, connected-coach settings and account deletion. The Athlete manual's Account, billing & your data has the full walkthrough.
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
| Role | Scope | Who 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. |
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.
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-tab | What it shows |
|---|---|
| Overview | Active 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 & Volume | Group 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. |
| Leaderboard | Benchmark leaders by movement, for All time, This month or Quarter. |
| Late Cancels | Members who cancelled late, with a count and the date of the last one. |
| At-Risk | Athletes flagged by the retention alerts (the badge shows the count). See Alerts & coaching. |
How the figures are counted
- Attendance Rate covers the last 30 days: athletes marked attended, divided by athletes marked attended plus athletes marked no-show. A booking nobody marked is left out. If nothing was marked either way, the tile shows "—", not 0%.
- Sessions This Month counts classes dated this month up to today, closed or not. Cancelled classes are left out.
- Load bands use each athlete's latest readiness check-in (the one on their My Stats Readiness tab), and only one from the last 7 days. The ratio compares this week with the average of the previous four. Below average is under 0.8, Steady is 0.8 to 1.3, Building is 1.3 to 1.5, and Sharp increase is above 1.5. The bands describe training. They do not judge it.
- Leaderboard ranks athletes only. Coaches and owners are not ranked, and results marked private or anonymous are left out.
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.
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.
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
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 plan | Monthly plan generations | Rescales | Scaling-tier regenerations |
|---|---|---|---|
| Solo | 1 | 10 | 20 |
| Starter | 4 | 20 | 60 |
| Growth | 8 | 30 | 120 |
| Enterprise | 12 | 40 | 250 |
If a generate button reports the quota is reached, it names when it resets. A running generation is never cut off mid-flight.
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
- Create a schedule with a name, days of week, start date, time, capacity, default coach, and waitlist on/off. Optionally tie it to a class track.
- Edit a schedule — changing its time, duration, capacity or coach also updates its upcoming classes that have no bookings. Booked classes keep their values. The save message says how many classes were updated and how many were kept.
- Group class or private session — the private toggle turns a schedule into one-to-one training: it auto-names itself after the member, and can consume a punch-card credit per session.
- Generate sessions from the schedule, and when deactivating or deleting one, choose whether future sessions are kept or removed. Deleting a schedule together with its future classes notifies the booked athletes (push and WhatsApp) and refunds punch cards and paid drop-ins, as cancelling a class does.
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:
- Roster counters — attended, confirmed, waitlisted, no-show at a glance. A spot held for a waitlisted athlete who has not yet confirmed does not appear on the roster.
- Check-in and confirmation — press Check In beside one athlete, or tick several and press Confirm attendance (the button shows how many are ticked). An athlete who tapped in at the gym kiosk arrives already ticked and is labelled "Tapped in at kiosk". A kiosk tap is only a claim: it counts as attendance when you confirm it. Undo puts an attended athlete back to confirmed, and clears their kiosk tap.
- No-shows — there is no per-athlete no-show button. Check in everyone who came, then press Close Class + Mark No-shows. It marks everyone still confirmed as a no-show and completes the session. The button appears while at least one athlete is still confirmed. A class nobody closes keeps its remaining athletes as Confirmed, and the Attendance Rate leaves them out.
- Coach assignment — the Coach menu at the top of the roster assigns or swaps the coach on any session. This drives payroll. A cancelled class is neither paid nor counted. For Revenue % and Tiered % pay, a class's revenue is the gym's athlete revenue for the month divided by the month's classes.
- Waitlist panel — see the queue with each athlete's position. When a spot opens, the first athlete in the queue is offered it for 15 minutes. If they decline or the hold expires, it moves to the next in first-in order.
- Cancel vs delete — Cancel Session notifies every booked athlete and refunds punch-card credits. Delete (no notification) removes the class silently. Use cancel for real classes. Cancel, Delete and Close Class are available while the class is still open.
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.
- Log score — shown for an athlete with no result on that workout. Choose the score type (it is fixed when the workout is a benchmark scored one way), enter the value, set the Level (Scaled, RX or RX+, starting on RX), add an optional note, and press Log score.
- Edit score — shown on a result you entered yourself. The form opens with the saved values.
- Score logged — shown with no button when the athlete logged their own result or another coach entered it. You cannot edit those from the roster.
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.
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
Per-member actions
| Action | What it does |
|---|---|
| Role | Move 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 Cards | View and adjust a member's punch cards and credit balances. |
| Issue Package | Grant 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. |
| Deactivate | Not available to gym staff. It disables the whole account everywhere and is platform support only. Use Remove. |
| Deactivation | Sets 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. |
| Remove | Removes 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.
- Assignee — any coach can be a lead's assignee, on every gym plan (there's no plan gate on assignment). Filter the board to Everyone, Mine, or a named coach.
- Converting needs an email. Convert to member is the only route to Won. It sends the gym invite and moves the lead automatically, so a lead can never be marked Won without an invite going out.
- Activity log & call history — the lead drawer's Activity feed logs every stage change, note, assignment change and follow-up date set or cleared, newest first, with who did it and how long ago. Add a free-text note from the same panel at any time.
- Follow-up reminders — set a follow-up date on a lead. Once it's overdue, a daily check at 8am gym-local time sends a "N follow-ups overdue" push to the assignee. If the lead is unassigned or the assignee has since left the gym, every owner gets the push instead. The push links straight to the filtered board. Moving the date re-arms the reminder.
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.
- Who has signed — the Waiver page has a View compliance button. The compliance list shows every member with Signed (Yes or No), the version, the date and the method. Tick Show unsigned only to see who is missing, or press Download CSV. View record opens a printable record of one signature.
- Paper signatures — a coach can press Record paper waiver beside an unsigned member and add an optional reference. It is stored as a recorded signature with your name on it, not as one the athlete typed.
- Publishing a version — a coach can publish too: enter a title and the waiver text, then press Publish. Publishing always creates a new version. Tick "Material change" only when everyone must sign again. From the moment you publish, they are blocked from booking until they do. Leave it unticked for a typo or wording fix, and existing signatures stay valid.
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:
- No attendance · 3+ weeks — no logged result and no class attended in the last 21 days. A past class nobody closed still counts as seen, because the booking was never marked absent. A no-show or a cancelled class does not.
- Training load rising — the athlete's load ratio is above 1.3, which is Building or Sharp increase. It comes from their latest readiness check-in (My Stats, Readiness tab), and only one from the last 7 days is used. An older one is ignored. The wellness check-in on Home does not feed this flag. The page shows the ratio as ACWR, which compares this week with the previous four. It describes training and does not judge it.
- No check-in · 14+ days — no readiness check-in for 14 days. Checked for every athlete in the gym, because gym membership includes the readiness check-in. An athlete who has never checked in is flagged too.
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.
- Private results are hidden from you wherever results are listed. Only the athlete sees them.
- Anonymous results show as "Athlete" with a number, no name, and they are left off the named gym leaderboards.
- Notes and movements an athlete adds to a result are not shown to other people, you included.
- On the class roster you see score details only for results you entered. For anyone else's result the roster says "Score logged" and nothing more.
- Leaderboards rank athletes only. Coaches and owners are not ranked.
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:
- A roster of your connected athletes.
- Per athlete, a read-only view of benchmarks, time-domain breakdown and recent training. "Stats not shared" appears if they've paused sharing.
- The Coaching nav item only appears once you have at least one accepted connection.
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.
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
| Tab | What's there |
|---|---|
| Home | Same as an athlete's Home — today's workout, wellness check-in, up next. |
| Classes | The 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. |
| Sessions | The same class roster as the web — check-in, confirming attendance, closing a class, waitlist. |
| Admin | Gym Stats, opened directly. There is no Overview tab on a phone. |
| More | Everything 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
- Admin on the go — Sessions handles roster work (check-ins, closing a class) from your phone. Heavier admin, such as programming review, members, leads and the Alerts page, is better on desktop.
- Push notifications — messages, unconfirmed kiosk check-ins and lead follow-up reminders arrive as push, and tapping one opens the right screen. Turn push on or off in Account Settings. Signing out deregisters the device.
- Dark mode — light/dark appearance control in the More hub.
- No in-app purchases — plans, packages and seats are bought on the web at metconiq.app. The app shows entitlements but sells nothing, which is deliberate store policy.
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
- Who can use the programming tools — coaches and owners of any gym plan can generate plans, regenerate scaling tiers and rescale, within the monthly allowance for the gym's plan (see Programming). Athlete-side features (recommendations, insights) have their own plan requirements, shown in the table above.
- Generation quotas — AI generation is metered per athlete plan and per gym plan, resetting monthly. The UI shows the remaining allowance. Hitting the ceiling disables the button until reset, and never interrupts a generation in progress.
- Background generation — plan generation runs asynchronously: kick it off, navigate away, and come back to the finished draft. If a generation stalls, it's automatically detected and marked failed rather than spinning forever.
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
What always holds
- A sharp increase always carries a note. When an athlete's load ratio reaches 1.5 or more, their weekly insight includes a note about it. It is enforced in application code, so it cannot be left out whatever the generated text said. The insight is shown only to the athlete.
- Coach authority. Insights and recommendations are advisory. You see flags and can override any programming decision.
- Disclaimer. Insight cards carry a standing notice that MetconIQ outputs are performance tools based on logged training data, not medical advice.
- Draft-first programming. Generated plans are drafts until you release them. Nothing generated reaches an athlete unreviewed.
- No named benchmark workouts. If a generated title reaches for one, it's retried once, then renamed automatically rather than failing the month. See Programming.
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.
What changed for coaches since v4.1.
2026-10-11
- Waitlist offers. When a spot opens, the first athlete in the queue is offered it for 15 minutes. They confirm or decline; if they decline or the hold expires, it moves to the next. A held spot does not appear on the roster until it is confirmed. The late-cancel fee applies only to a confirmed booking.
- Editing a schedule now reaches its upcoming classes that have no bookings: time, duration, capacity and coach. Booked classes keep their values, and the save message says how many were updated and how many kept.
- Deleting a schedule with its future classes now notifies booked athletes (push and WhatsApp) and refunds punch cards and paid drop-ins, like cancelling a class.
- Revenue-based pay. Revenue % and Tiered % pay now use the gym's athlete revenue divided by the month's classes. Cancelled classes are neither paid nor counted.
- Remove now also cancels the member's upcoming bookings, refunds punches and moves waitlists up, and ends a Stripe-billed membership at the end of the paid period. Deactivate is no longer available to gym staff: use Remove. The same cleanup runs on a scheduled deactivation date.
- Access. Only Payroll and Packages are granted per coach. Every other page follows your role.
- Retention alerts. Members who joined in the last 3 weeks and members on hold are no longer flagged. The automatic check-in message never goes out for "No check-in" alone; that flag still shows on the Alerts page.
- Gyms with several tracks. Athletes see their own track's workout on Home, with an Also today row for the other tracks.
Everything added to the coach experience since the last manual.
October 2026
- You can log a score for an athlete from the class roster, and edit a score you entered. Results are public and named, dated to the workout's day, and tagged "Logged by coach". See Schedules & sessions.
- Private results are hidden from coaches, anonymous results show without a name, and leaderboards rank athletes only. See Alerts & coaching.
- Retention alerts: a load rise is flagged only from a check-in in the last 7 days, and "no attendance" now counts classes as well as logged results. Load bands read Below average, Steady, Building and Sharp increase. Dismiss (7 days) snoozes a flag for 7 days. "No check-in · 14+ days" now fires for gym athletes; it was never raised for them before.
- Attendance Rate shows "—" when no booking has been marked, instead of 0%. Close each past class with Close Class + Mark No-shows so its athletes are counted.
- Coaching Notes on a workout's Edit form now save, and are never shown to athletes.
- Rescale says "Not enough data" and changes nothing when too little effort is logged, and does not use up a monthly rescale.
- Waivers are now covered here: coaches can see who has signed, record a paper signature and publish a new version. See Members & leads.
- Athletes who join by the gym's join code become active at once and sign the waiver as part of joining.
- Corrected in this edition: a coach can move a member only between Athlete and Coach. Hold and the seat counter are owner-only. There is no per-athlete no-show button. Remove keeps the athlete's history. Weekly insights are not shown to coaches.
2026-09-07
- Leads can now be assigned to any coach, on every gym plan. Each lead has an activity log, call history and follow-up reminders, and a "follow-ups overdue" push goes out when a reminder lapses.
- Gym closures now live on the Schedules page: set a date range and every session inside it cancels automatically, with athletes notified and punch-card credits refunded.
- A minimum booking notice ("booking cutoff") can now block bookings a set number of minutes before class start, separate from the late-cancel cutoff.
- Athletes who opt into WhatsApp alerts for your gym can now get a waitlist-spot or class-cancellation message there too, alongside push and email.
- Gym Settings (cancellation window, booking cutoff and Stripe Connect) is now owner-only and no longer appears in a coach's sidebar.