Coach Guide
Coach onboarding
Use this runbook when a coach needs to sign in, confirm roster access, add a client, review context, and prepare a first assignment.
Guide sections
01 / /coach-auth
Sign in through the coach page and make sure RaiNGE opens the coach area.
Steps
Done state
You can see the coach dashboard with areas for clients and programs.
Common miss
Use your own coach account. Shared demo logins can hide who made a change.
02 / /clients
Review the clients area so you know where active and invited clients are managed.
Steps
Done state
The roster is visible and you can identify where client records, statuses, and next actions appear.
Common miss
Avoid starting program work before confirming that the intended client appears in the roster.
03 / /add-client
Create the client record needed before onboarding, programming, and communication can begin.
Steps
Done state
The client has been added or invited, and their record is ready for profile completion and program assignment.
Common miss
Make sure the client name and contact details are final before sending the invite, because this becomes the client's first impression.
04 / /clients
Use the client profile to understand readiness, recent updates, and the details needed for coaching decisions.
Steps
Done state
You have reviewed the client's available details and know whether intake, programming, or follow-up is the next best action.
Common miss
Do not assume an invited client is ready for programming until their profile and intake status are clear.
05 / /coach-digital-twins
Digital Twin is RaiNGE's training profile. Use it to review readiness, limits, and coaching notes before choosing training.
Steps
Done state
You can find the relevant Digital Twin summary and use it to inform program choices.
Common miss
Use the Digital Twin as a coaching aid. Pair it with client details and your own judgment before changing training.
06 / /programs
Build a structured training program that matches the client's needs and the coaching plan.
Steps
Done state
A program draft exists with the structure, sessions, and key training details needed before assignment.
Common miss
Avoid assigning a partially reviewed draft; check the structure and session details before moving on.
07 / /programs
Connect the finished program to the right client so their training appears in the client experience.
Steps
Done state
The selected client has the intended program assignment and can access the next training steps.
Common miss
Confirm the client selection before assignment; assigning the right program to the wrong client creates avoidable support work.
08 / /chat
Use messaging to keep coaching handoffs, client questions, and support needs connected to the right RaiNGE record.
Steps
Done state
You can open chat, choose the right conversation, and send a clear message with enough detail for the next person to act.
Common miss
Include the client or program details so the team can act without follow-up.
