COACHKIT GUIDES
Knowledge Center
From your first client to your next chapter.
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75 articles
Getting started · Everyone
What is StudioLife, and who is it for?
A practical introduction for instructors, tutors, instructors and their customers.
1 min read
Getting started · Owners
Set up your business for the first time
An ordered checklist from business details to your first booking.
1 min read
Getting started · Everyone
Understand StudioLife plans and payment costs
Separate your StudioLife account plan from the plans you sell to clients.
1 min read
Getting started · Owners
Use the Dashboard, tasks and shortcuts
Plan your day, log calls and reach frequent workflows quickly.
1 min read
Clients & leads · Owners
Add a lead or client and understand conversion
Create a contact without confusing an unpaid lead with a paying customer.
1 min read
Clients & leads · Owners
Import leads from a CSV file
Bring a contact list into Leads without creating purchases or paid clients.
1 min read
Clients & leads · Owners
Call a contact and record contact history
Use clickable phone numbers and timestamped call notes.
1 min read
Clients & leads · Owners
Manage a client profile, documents and status
Find scheduling, payment, invite and membership actions in one record.
1 min read
Clients & leads · Owners
Search, filter and organize Clients and Leads
Find contacts by name, parent, source or status and arrange list columns.
1 min read
Memberships & packages · Owners
Create a Membership Type
Define a reusable recurring offer before signing up individual members.
1 min read
Memberships & packages · Owners
Create a Package Type and understand session credits
Separate a purchasable bundle from appointment length and booked capacity.
1 min read
Memberships & packages · Owners
Sign up a member and capture their agreement
Select a contact, choose terms and complete the applicable signature or verification.
1 min read
Memberships & packages · Owners
Cancel, freeze or change a client membership
Use enrollment-specific actions without altering every customer’s catalog terms.
1 min read
Memberships & packages · Owners
Edit, retire or delete catalog options
Keep active catalog names unique while preserving purchased and scheduled history.
1 min read
Calendar & booking · Owners
Create Session Types and Class Types
Set duration, credit cost and drop-in rules in separate appointment catalogs.
1 min read
Calendar & booking · Owners
Schedule an individual session or group class
Create an occurrence with an instructor, time and the correct client credit source.
1 min read
Calendar & booking · Owners
Edit recurring schedules or move one appointment
Understand occurrence edits, series changes and drag-to-reschedule confirmation.
1 min read
Calendar & booking · Owners
Set availability, buffers and time off
Understand why a requested booking slot may not be available.
1 min read
Calendar & booking · Everyone
Navigate the calendar and subscribe from another app
Find dates, filter appointments and use a private calendar subscription.
1 min read
Calendar & booking · Owners
Review session, cancellation and friend requests
Approve or decline without leaving the screen you are already using.
1 min read
Attendance & check-in · Owners
Share a registration link for one group occurrence
Invite people to a specific date, not every class of the same type.
1 min read
Attendance & check-in · Owners
Check in each attendee from Dashboard or Calendar
Record attendance per person instead of marking an entire group attended.
1 min read
Attendance & check-in · Everyone
How attended sessions and No Shows use credits
Understand saved credit costs, reserved bookings and corrections.
1 min read
Payments & invoices · Owners
Connect payments and confirm you can accept cards
Complete the connected account setup before collecting online payments.
1 min read
Payments & invoices · Owners
Create invoices and download client invoice PDFs
Use custom or package invoices and find individual or bulk downloads.
1 min read
Payments & invoices · Owners
Collect full or partial invoice payments
Distinguish manual receipts, card-on-file charges and outstanding balances.
1 min read
Payments & invoices · Everyone
When to use session credits versus a Drop In Rate
Fund each booking once, using eligible entitlement first.
1 min read
Payments & invoices · Owners
Understand recurring membership and package billing
Know what triggers a cycle and what signing or payment failure does not prove.
1 min read
Payments & invoices · Owners
Create products and use the point of sale
Build your product catalog and review a multi-item sale.
1 min read
Client portal · Clients
Join your instructor’s client portal
Use the invitation for yourself or a child without entering owner pages.
1 min read
Client portal · Clients
Request a Session in the client portal
Use the three-step request and select the correct credit source.
1 min read
Client portal · Clients
Manage or purchase memberships and packages
Review your client’s active entitlement and request plan changes.
1 min read
Client portal · Clients
Pay balances, manage cards and download invoices
Find client finance controls and distinguish payment summaries from tax forms.
1 min read
Client portal · Clients
Leave session notes or request a cancellation
Communicate about a specific appointment and track the instructor’s decision.
1 min read
Client portal · Clients
Bring a friend and follow referral approval
Request a guest for an existing class or with a new session request.
1 min read
Client portal · Clients
Update profiles and track goals and milestones
Keep account-holder details separate from the client’s progress.
1 min read
Team & timecards · Owners
Invite teammates and choose permissions
Create employee access without sharing the owner’s account.
1 min read
Team & timecards · Team
Accept a teammate invitation and find your workspace
Join the invited business using your own account.
1 min read
Team & timecards · Owners
Manage Team Roster profiles and compensation
Review staff identity, capabilities, pay settings and timesheets.
1 min read
Team & timecards · Owners
Approve an office browser for the Punch Clock
Allow a shared device without allowing staff to punch from an unapproved home browser.
1 min read
Team & timecards · Team
Clock in and out with your employee code
Record a shift from an owner-approved browser.
1 min read
Team & timecards · Team
View your timecards and request a correction
Submit missed-punch changes for Owner approval instead of editing recorded hours directly.
1 min read
Reports & insights · Owners
Read Revenue and other finance reports
Match dates and understand collected money, outstanding invoices and totals.
1 min read
Reports & insights · Owners
Understand Dashboard and Payments date windows
Know why Payments Due, Due Now and monthly revenue can show different totals.
1 min read
Reports & insights · Owners
Read attendance and utilization reports
Compare who attended with when your calendar is busiest.
1 min read
Reports & insights · Owners
Use leads, sources, calls and lifecycle reports
Track outreach and purchases without mixing lead creation with conversion.
1 min read
Reports & insights · Owners
Run instructor activity and whole-team timecard reports
Review classes taught and recorded hours over a selected date range.
1 min read
Reports & insights · Everyone
Download annual earnings and payment summaries
Understand actual card fees and why an export is not an official tax form.
1 min read
Referrals & marketing · Owners
Create and use Marketing Sources
Track where leads and clients heard about your business.
1 min read
Referrals & marketing · Owners
Create and manage Referral Campaigns
Define an offer with dates, disclaimer and reward timing.
1 min read
Referrals & marketing · Everyone
Understand referral approval and reward timing
Separate the request, newcomer booking and reward fulfillment.
1 min read
Settings & branding · Owners
Set your client portal logo and color
Upload a supported logo that replaces the business name above the portal menu.
1 min read
Settings & branding · Owners
Set business details, time zone and time display
Keep scheduling dates and reporting windows consistent with your local business time.
1 min read
Settings & branding · Owners
Review policies, agreements and email messages
Customize customer-facing wording without assuming legal templates guarantee protection.
1 min read
Settings & branding · Everyone
Find features on desktop, tablet and mobile
Use the shared menu, searchable dropdowns and compact workflows.
1 min read
Account & troubleshooting · Everyone
Manage sign-in email and account access
Use your own account and the correct invitation or business context.
1 min read
Account & troubleshooting · Owners
Cancel or downgrade your StudioLife business account
Understand the retention offer, free downgrade and account deactivation choices.
1 min read
Account & troubleshooting · Everyone
Troubleshoot a failed payment or missing credits
Check payment readiness and recorded status before retrying.
1 min read
Account & troubleshooting · Everyone
Get support or report a problem
Send useful context while keeping passwords, card data and employee codes private.
1 min read
Accountability · Everyone
What is Accountability?
Keep clients on track between sessions with scheduled check-ins, feedback, streaks and rewards.
1 min read
Accountability · Everyone
Choose a challenge type
Compare all six challenge types, choose one compatible intensifier, and explore fitness, tutoring and studio examples.
7 min read
Accountability · Owners
Set up check-ins for a client
Choose a client, pick how often they check in and write the questions they answer.
1 min read
Accountability · Owners
Review check-ins and send instructor feedback
Read client answers, reply with encouragement and adjust goals.
1 min read
Accountability · Owners
Milestone bonuses and streaks
Reward consistency with preset or custom bonuses and keep streaks visible.
1 min read
Accountability · Clients
Complete your check-ins (clients)
How clients and parents answer check-ins and follow their progress.
1 min read
Accountability · Owners
Set up Hot Potato, Wild Card and Group Blitz
Add one compatible intensifier with clear action, timing and instructor-confirmation rules.
3 min read
Accountability · Everyone
Run Chaos Mode with private Missions
Create independently randomized Mission schedules and confirm completion as the instructor.
2 min read
Accountability · Owners
Set challenge pricing, temporary credits and group chat
Separate challenge participation payments, booking access and consent-safe conversations.
2 min read
Settings & branding · Owners
Connect Twilio for private messages and challenge chats
Configure primary and dedicated challenge numbers without sharing credentials or overriding consent.
1 min read
Clients & leads · Owners
Build and share lead intake forms
Collect required contact details and custom answers on a branded public form.
1 min read
Clients & leads · Owners
Send later and manage scheduled messages
Schedule Messages delivery for a chosen date or relative to a client’s next class.
1 min read
Payments & invoices · Owners
Manage products and inventory stock
Review stock counts, create products quickly and inspect movement history.
1 min read
Clients & leads · Owners
Review and merge duplicate contacts safely
Keep financial history and family access intact when combining matching profiles.
1 min read
Referrals & marketing · Owners
Build follow-up emails and Focused Sales sequences
Assign lead follow-up without confusing personal email, bulk campaigns or staff access.
1 min read
Calendar & booking · Team
Assign and complete shared Calendar tasks
Coordinate team follow-ups and switch between open and completed work.
1 min read