Getting Started
Created by: Emma Johnston
Last Updated: March 16, 2025
Welcome to SuperCoach CRM!
HELLO AND WELCOME
Hello and welcome to SuperCoach CRM! We are so excited to have you on board. We are looking forward to meeting you during your onboarding call, but first there are some tasks for you to complete. The whole process of reading this help article and actioning the tasks should take around 10-15 minutes. Ready? Let's get started!
TASK CHECKLIST
Here a quick overview of the tasks you need to complete:
Task 1 - Log in to SuperCoach CRM and add us to as a favorite/bookmark
Task 2 - Update your business information
Task 3 - Update your personal profile, calendar integrations, and availability
Task 4 - Connect Stripe (or other payment provider such as PayPal or Square)
Task 5 - Connect Facebook, Instagram and Google Business.
Task 6 - Connect social media platforms to the Social Planner
Task 7 - Add 8 DNS records (or share access with us to your domain so that we can set up for you)
Task 8 - Download and log in to the Lead Connector app
Task 9 - Once tasks 1 - 8 are complete, book your onboarding call :)
Task 10 - Read through the Information Hub, SC Community and Project Request information.
ACCOUNT SET UP
Over the next two business days, we will also be busy doing tasks and getting your account set up for you to use. This will include setting up your account branding, business profile information, chat widget, email template, calendar template, and Instagram links page. Once this is complete, we will send you an email.
Support and Help
SUPPORT DESK
We are here to help! If you ever have any questions, you can contact the Support Team by either clicking on the blue dot/chat bubble in the bottom right corner of any SuperCoach CRM page or by sending us an email to [email protected]. During our opening times, we aim to reply within four hours.
HELPY BOT
When sending us a message using the chat bubble, you will first be greeted by our AI-powered bot. Our bot is fantastic at answering basic questions or helping to direct you to help articles. If it is not able to answer your question, it will always give you the option to speak to the human team.
SUPPORT CALLS/COWORKING SESSIONS
If you would prefer to speak to us in person, then join one of our live support calls sessions. Click on the Events tab in the SC Community for more details.
1. Log In
LOGIN TO SUPERCOACH CRM
Go to https://app.supercoachcrm.com and enter the email address and password from your welcome email. If you can't see the welcome email, please check your spam folder. Press Sign In to continue.
As SuperCoach CRM has 2 factor authentication, you will need to select how you would like to receive your verification code (by email or SMS). Enter the code to continue.
ADD A FAVORITE
After you have logged in, we recommended adding it as a favorite to your bookmark bar.
2. Business Profile Settings
UPDATE BUSINESS PROFLE
1. Go to Settings > Business Profile.
2. Under General Information (upper left section), change your Friendly Business Name to your company name, and add your business email. If you have a website and phone number, you can also add these. Press Update Information to save.
3. Under Business Physical Address, ensure your address and Time Zone are correct. Press Update to save.
The Business Information and Authorized Representative sections only need to be completed if you would like to set up a phone number with SuperCoach CRM. In this case, please ensure your legal business name and address matches your EIN/tax registration information.
3. Personal Profile and Calendar Settings (Each team member)
UPDATE PERSONAL PROFILE
1. Go to Settings > My Profile > General. Here you can change your password and add a profile picture.
2. Click on Settings > My Profile > Notifications to personalize system notifications (such as conversation notifications, tasks notifications, review notifications, and alerts if you calendar becomes disconnected)
Click here for more information on completing your personal profile and connecting your calendar.
SET USER AVAILABILTY
Set the general times that you are available. You can set specific times for an individual calendar in calendar settings. The availability set in a user's profile will override times set in a calendar.
1. Click on Settings > Calendar > Availability.
2. Check/update your Time Zone. By default, this will be the same as the time zone in Settings > Business Info.
3. Update the Available Hours. Select the days and times you are available. To add multiple blocks of hours, click + Add Time. Press Copy to All to add the same hours to all days.
4. Press Save Availability to finish.
CONNECT CALENDARS
You can connect Google Calendar, Outlook Calendar and/or iCloud Calendar. Connect the calendar where you want appointments to save, as well as conflict calendars that you want the system to check.
1. Go to Settings > Calendars > Connections.
2. Next, select the Calendars tab and click + Add New.
3. Press Connect for your chosen calendar, and follow the on screen instructions (to enable access for Lead Connector).
LINKED CALENDARS AND CONFLICT CALENDARS
Once you have connected your calendars, you will need to choose which calendar your appointments are saved to and which other calendars you want the system to check when establishing your availability.
1. Click on Settings > Calendars > Connections. and scroll down to Calendar Configuration section.
2. Click Add next to Linked Calendar.
3. Choose your calendar from the list of connected calendars and press Save to finish.
4. Next click Edit next to Conflict Calendars.
5. Select the additional calendars from the list and press Save.
VIDEO CONFERENCING
The Video Conferencing integration feature allows you to generate unique meeting links for your appointments. Choose from Zoom, Google Meet, or Microsoft Teams.
1. Go to Settings > Calendars > Connections.
2. Select the Video Conferencing tab and click + Add New.
3. Click on Connect next to for your chosen platform, and follow the on screen instructions (to enable access for Lead Connector).
PREFERRED LOCATION
ο»Ώ1. Click on Settings > Calendar > Preferences and go to the My Preferences section.
2. Select a preferred meeting location from the drop down menu and press Save Preferences.
4. Payment Integrations
PAYMENT INTEGRATIONS
Go to Payments > Integrations, press Connect for your chosen provider (such as Stripe, Paypal, or Square), and follow the on screen instructions.
5. Launchpad (Optional)
LAUNCHPAD
If you use Meta Business account (for Facebook and Instagram) or Google Business account, you can link these to SuperCoach CRM for Messenger and Instagram DMs, Lead Ads, and Reviews.
You don't have to connect all of these tools, only the ones that are relevant to our business
CONNECT FACEBOOK
1. Click on Launchpad at the top of the main menu.
2. Click on Connect next to Facebook and follow the on screen instructions (to enable access for Lead Connector and select the relevant business pages).
Once connected, the Facebook integration can be edited in Settings > Integrations.
CONNECT GOOGLE BUSINESS
1. Click on Launchpad at the top of the main menu.
2. Click on Connect next to Google Business Section and follow the on screen instructions (to enable access for Lead Connector and select the relevant business pages).
Once connected, the Google Business integration can be edited in Settings > Integrations.
TIK TOK LEAD ADS
You can also connect SuperCoach CRM to Tik Tok for Lead Ads. Click here for more information.
6. Social Planner (Optional)
SOCIAL MEDIA PLANNER
The Social Planner lets you create and schedule social media content. The Social Planner support Facebook, Instagram, LinkedIn, Tik Tok, Pinterest, YouTube, SuperCoach CRM Communities, and Google Business Profile.
1. To connect your social media platforms to SuperCoach CRM, click on Marketing > Social Planner.
2. Click on Connect next to your chosen platforms and follow the on screen instructions
Click here for more information on using the Social Planner.
7. Domain Access
DNS RECORDS
In order to get your emails and funnels set up, we need to eight DNS records to your domain. We are happy to send this information for you to add, or you can add us as an admin and we can do it. Please use [email protected] if you are adding us (for this task only), or contact SuperCoach CRM if you would like to complete this yourself.
To add us, you can, for example, add a delegate with GoDaddy, invite a contributor with Squarespace, add an administrator with Bluehost, share access with Namecheap, or manage members with Cloudflare.
If you have any questions about how to add an admin, you will need to either contact your domain provider's support team or consult their help articles.
WIX DOMAINS
Even if you purchased your domain with another provider, if you have a Wix website, then your nameservers will point towards Wix. Wix is the only provider in the entire world(!) that does not allow users to add custom MX records.
If you have a Wix website, you will need to purchase a second domain to use in SuperCoach CRM. You can do this in Settings > Domains.
8. Lead Connector Mobile App (Optional)
DOWNLOAD LEAD CONNECTOR MOBILE APP
To access key features of SuperCoach CRM on the go (including conversations, payments, appointments, contacts, social media planner, tasks, reputation management, and product management), you can download the Lead Connector app.
Click on Launchpad at the top of the main menu. Click on the Download on the Mobile App Section. Enter your mobile/cell number and the system will text you with a link to download the Lead Connector app. Alternatively, you can click here to download the Apple app or click here to download the Android app. Once you have downloaded the app, log in using the same credentials as the desktop app. Click here for more information on how to use the app.
9. Onboarding Call
MARCH 2025 OFFER ONBOARDING CALL
If you have joined the March 2025 Transform in 4 offer, once youβve completed your Getting Started tasks and read through the information on this page, you need to book onto one of the three group onboarding calls taking place at 1:30pm CT on March 31, 9:00am CT on April 2, or 11am CT on April 4.
Itβs your responsibility to complete these tasks and schedule your call. If you are unable to attend a live call, these sessions will be recorded.
BOOK YOUR ONBOARDING CALL π₯³
Once youβve completed your Getting Started tasks and read through the all information on the page, you need to book your 30-minute onboarding call. SC Grow members will join a small group onboarding session, while SC Thrive members receive an individual onboarding call.
Itβs your responsibility to complete these tasks and schedule your call. If you donβt book within 7 days of joining, weβll give you a gentle nudge to get started. Otherwise, weβll be here when youβre ready.
Information Hub
INFORMATION HUB
The Information Hub contains everything you need to know about SuperCoach CRM. You can access it anytime by clicking on the Help & Requests link in the left menu bar of SuperCoach CRM. There is also a link on the home page of the blue dot/chat bubble.
HELP ARTICLES
At the top of the site, you will find links to articles to help you to learn the platform. The order the help articles in the navigation bar in the Information Hub matches the order of the left-hand menu in SuperCoach CRM.
INFORMATION HUB FOOTER
At the bottom of the site, you'll find the link to the terms and conditions page, along with information about the support desk opening times and some helpful quick links (such as this Getting Started page, News and Updates and the SuperCoach CRM Community (see more below).
We also recommend taking a look through our terms and conditions page at some point as this covers more information about our service level agreements, email and text compliance, and phone pricing.
News and Updates
NEWS AND UPDATES
We rarely send out emails to our users (because we tend to find these just get lost in the noise of your inbox). Instead, we add the information you need to know to News and Updates page, the SC Community, and the Information Hub homepage and pop-up. We recommend dropping into these areas about once per week to stay up to date.
KOLLAB APP
To access the SC Community on your phone (and get notifications for new posts), we recommend downloading the GoKollab app. Click here to download the Apple app or click here to download the Android app.
Project Requests
PROJECT REQUESTS
One of the great things about SuperCoach CRM is our built-in templates and project request feature! Our ready-made resources give you a solid foundation, so you can focus on personalizing them to fit your business without starting from scratch. For our standard templates, weβll set up your funnel, forms, marketing emails, and workflows (automations).
You also get access to Coach Catalyst program guides, as well as our lead magnet resources and recipe packs. We can brand these for you, or for instant access, you can choose to brand them yourself and start using them right away.
Each request (funnel setup or guide) deducts one credit from your balance. Click here for more information about credits.
SEASONAL PROJECTS
Weβll automatically add the funnel, marketing emails, and workflows to your account for the New Year Collection, Transform in 4 in May, Summer Slimdown, Vegetable Challenge in June, Back to School in September, the Spooktacular Collection, and Christmas Countdown. You will still need to request the guides.
Submitting a Project Request
SUBMITTING A REQUEST
To request a project, head to the Information Hub homepage and click on the resource name. Click on the request button and complete the form. Although we aim to complete these requests within 7 days, please allow up to 28 days for completion. Only one active request can be submitted at a time. Once your current request is completed, youβll be able to submit another.
EDITS AND TESTING
Once your project is complete, we will email you to let you know. You can then edit your funnel and marketing emails, add and connect your product and complete a test payment. We recommend completing a test purchase at least five days before you launch, so that we have plenty of time to iron out any wrinkles!
So that you have enough time to make edits and market your program effectively, we recommend submitting requests at least six to eight weeks before your launch date.
PROJECT REQUEST TOP TIP
Depending on the plan you are on, it can take about four to six weeks to learn all of the features of SuperCoach CRM. The fastest way to learn the system is to use the system...so we recommend submitting a project request as soon as possible!
Frequently Asked Questions
CAN I HAVE A PHONE NUMBER FOR TEXT MESSAGES
Yes, you can add a phone number to send and receive text messages. Text messages and phone calls are an additional charge. Click here for pricing information.
If you live in the US, you will first need to register your business for A2P 10DLC. Click here for instructions on how to do that.
CAN I IMPORT MY EXISTING CONTACTS?
Yes, you can. You will just need a CSV file with the contacts you want to import. Click here for instructions on how to import your contacts and click here for more information about the Contacts dashboard.
You can also create Smartlists for your contacts. Click here for more information about Smartlists.
CAN I FORWARD EMAILS TO MY OWN INBOX?
Replies from emails sent using SuperCoach CRM will come into the system (and can be found in Conversations). Click here fore more information about Conversations.
If you would like to forward emails to your own inbox, go to Settings > Email Services > Reply & Forward Settings. With email forwarding, the first reply you send from your inbox will copy to SuperCoach CRM but additional emails sent will not.
HOW DO I VIEW OR MAKE CHANGES TO MY PLAN?
To view, upgrade or cancel your plan, go to Settings > Billing.
CAN I ADD OTHER TEAM MEMBERS?
Yes, you can. If you want them to have the same admin settings as you, you can add them through the Launchpad. If you want to customize their user permissions, you will need to add them through Settings. Each team member will need to follow the steps below to complete their profile and calendar.
Click here for instructions on how to add other team members and manage their user permissions.
CAN I INTEGRATE ANY FEATURES WITH MY WEBSITE?
You can add your chat widget to your website to capture contact information for lead's and answer questions. Click here for information on how to add the Chat Widget to your website.
You can also embed our Review Widget (which will display your Facebook and/or Google Business reviews). Click here for instructions on how add the review widget to your website.
If you have any Forms on your website, such as contact forms, you can swap these for SuperCoach CRM forms.
The Support Desk is available Monday to Friday, 7:00am - 3:00pm (CDT).
If you have any questions or need support, you can chat with us clicking on the blue dot in the bottom right corner of the software or email us at [email protected].
The Support Desk will also be closed on Memorial Day (May 25).
HELLO
Β© 2025 SuperCoach CRM