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How to Add and Manage Coaches in Trainerize

Trainerize makes it easy to invite new team members, assign roles, reassign clients, and manage your coach roster. This guide will walk you through how to add a new coach, assign them a role, reassign clients from one coach to another, and send team messages.

👤 Step 1: Add a New Coach

  1. Go to the Team section in Trainerize.

  2. Click New to add a new coach.

  3. Enter their details:

    • Email: e.g., billy@mygym.com

    • First Name: Billy

    • Last Name: Blanks

🛠️ Step 2: Assign a Role

Choose the appropriate role based on what access the coach needs:

Role Permissions
Admin Full access like the owner, including payment and client management
Manager Access to payment activities and the ability to remove trainers
Shared Trainer Can access shared client info and activity, but limited payment visibility
Trainer Can only view their own clients and payments
 

For this example, Billy is set as a Manager.

📝 Choose roles carefully depending on what level of access each coach requires.

📩 Step 3: Send the Invite

  • Click Add and Send Invite

  • Billy will now appear in your Team list as a Manager

  • You’ll see that Billy has no assigned clients yet

🔄 Step 4: Reassign Clients from Another Coach

Need to move clients from one coach to another?

  1. Click the name of the current coach (e.g., Tommy Tiger)

  2. Click Reassign All Clients

  3. Choose the new coach (e.g., Billy Blanks)

  4. Click Reassign

You can also transfer master workouts and programs the same way.

🔐 Step 5: Manage Coach Access & Messaging

  • Password Reset: Click a coach's name → Send Reset Link

  • Resend Invite: If a coach missed their original invite

  • Message All Coaches: Use the Message option in the Team section

  • Message an Individual: Search for the coach and send a direct message (e.g., "Welcome to the team!")

✅ Summary

Task Action
Add a coach Team tab → New → Fill out info → Assign role → Send invite
Assign or update roles Choose from Admin, Manager, Shared Trainer, or Trainer
Reassign clients/programs Select old coach → Reassign to new coach
Coach communication Send welcome or team updates through the Team tab
Reset access Use password reset or resend invite for forgotten credentials
 

Need Help?

If you have questions about role permissions or reassigning responsibilities, reach out to Gym Lords Support or refer to the Trainerize Team Management Guide.