PHASE 1: ACCOUNT SET UP
Created by: Emma Johnston
Last Updated: August 14, 2025
Welcome to SuperCoach CRM!
HELLO AND WELCOME
Hello and welcome to SuperCoach CRM! We are so excited to have you on board. 👋🥳
We know that you will be eager to dive in and get started, and that’s brilliant. But before you begin using the system, there’s an important first step. Think of it as phase one: setup. Nothing else happens until this stage is complete.
Once your setup is finished, you’ll be ready for phase two: getting started inside the system.
GETTING STARTED TASKS
You’ll also have a few Getting Started tasks to complete yourself, along with reading this article so you understand the key parts of the system. We know it might look a little long (and maybe even a bit overwhelming at first), but don’t worry — that’s only because we’ve kept the instructions clear, step-by-step, and all in one place.
These tasks should take around 5-10 minutes.
Information we need
Account Set Up
ACCOUNT SET UP
During phase one, we’ll be working in the background to prepare your account. This includes setting up your account branding, business profile, chat widget, email template, Instagram links page, and a few other essential features. Some of this you won’t see directly, but it ensures everything runs smoothly.
To complete your setup, we’ll need your logo source file and access to add DNS records. We’re unable to finalize your account without them. Once we have these, we’ll complete your setup within two working days.
➡️ If you have account related questions, please email our Level 2 Specialist Team at [email protected].
Logo/Branding Information
LOGO SOURCE FILE
When you completed your registration form, you uploaded a PNG version of your logo. To fully complete your account setup, we also need the original source file. If your logo was designed in Canva, please send a Canva template link. If it was created by a designer, send the original design file — such as an SVG, EPS, or Adobe Illustrator (AI) file.
Email these to [email protected].
BRAND FONTS
If you have specific fonts you'd like us to use — such as heading, paragraph, or logo fonts — please include those details in the same email.
Domain/Email Set Up
DNS RECORDS
In order to get your emails and funnels set up, we need to add eight DNS records to your domain. You can either:
Let us do it for you → Add us as an admin on your domain account. Here’s how to do that for some common provider: GoDaddy, Squarespace, Bluehost, Namecheap, Cloudflare.
Please use [email protected] when granting access.Do it yourself → If you’d rather add the records manually, email our L2 Specialist Team at [email protected] and they’ll send you the exact details.
WIX DOMAINS
Wix does not allow users to add custom MX records. This means that if you would like your emails to come from your own email address, you’ll need to purchase a separate domain to use with SuperCoach CRM. This applies whether you purchased a domain directly through Wix or if you have a Wix website.
You can purchase a new domain by going to Settings > Domains in your SuperCoach CRM account.
TASKS TO COMPLETE
Account Set Up
TASKS YOU NEED TO COMPLETE
Alongside the work we’re doing for you, there are six quick tasks that you’ll need to complete yourself. They should only take around 5-10 ten minutes in total, but they’re essential for finishing phase one.
Once we’ve finished the setup on our side (and we’ll email you to confirm when that’s done) and you’ve completed your tasks, you’ll be ready to move into phase two — using your account and beginning to explore the system.
SUPPORT AND HELP
If you get stuck on any of the Getting Started tasks below, you can speak to our Level 1 Triage Support Team, available 24/7. You’ll find them by clicking the purple chat bubble in the bottom right-hand corner of your dashboard.
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.
TASK CHECKLIST
Here a quick overview of the account set up tasks you need to complete:
Task 1 - Log in to SuperCoach CRM and add us to as a favorite/bookmark
Task 2 - Check/update your business information
Task 3 - Connect Stripe (or other payment provider such as PayPal or Square)
Task 4 - Connect Facebook, Instagram and Google Business.
Task 5 - Update your personal profile, calendar integrations, and availability
Task 6 - Download and log in to the Lead Connector app (optional)
2. Business Profile Settings
CHECK/UPDATE BUSINESS PROFLE
1. Go to Settings > Business Profile.
2. Under General Information (upper left section), check your business name and update 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.
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. Integrations (Optional)
GOOGLE AND FACEBOOK INTEGRATIONS
If you use Meta Business (for Facebook and Instagram) or Google Business, you can link these to SuperCoach CRM for Messenger and Instagram DMs, Lead Ads, and Reviews.
1. Go to Settings > Integrations. You’ll see a few integration options including Google and Facebook.
2. Click Sign in with Google to connect your Google Business account, and/or click Connect under Facebook to link Facebook, Messenger, and DMs.
3. On the pop-up screen, follow the instructions to enable access for Lead Connector and select the relevant business pages.
You don't have to connect all of these tools, only the ones that are relevant to our business. Once connected, if you ever need to make changes, you can return to the same Integrations page to edit or disconnect.
SOCIAL PLANNER
These integrations are separate from the Social Planner — if you’d like to also connect your social media for scheduling posts, go to Marketing > Social Planner. Click here for more information.
TIK TOK LEAD ADS
You can also connect SuperCoach CRM to Tik Tok for Lead Ads. Click here for more information.
5. Personal Profile (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).
SET UP AVAILABILITY AND CONNECT CALENDARS
For the calendar setup, you’ll need to: set your user availability, connect Google Calendar, Outlook, or iCloud so appointments save correctly, link your main calendar and set up conflict calendars, enable video conferencing (Zoom or Google Meet), and set your preferred location.
➡️ CLICK HERE for full instructions.
7. Onboarding Call
MARCH 2025 OFFER ONBOARDING CALL
If you have joined the March 2025 Transform in 4 offer, once you’ve 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.
It’s 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 🥳
Once you’ve 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.
It’s your responsibility to complete these tasks and schedule your call. If you don’t book within 7 days of joining, we’ll give you a gentle nudge to get started. Otherwise, we’ll be here when you’re ready.
6. 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.
Search for LeadConnector in the App Store or Play store to download the 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.
NEXT STEPS...
Support and Request Information
PHASE 2: ORIENTATION
Now that your account is set up and ready, we’ll move on to Phase Two: Orientation. This section gives you a clear overview of how the system works, where to find information, and what support is available. You’ll learn about self-learning resources, live chat, project requests, the SuperCoach CRM community, and answers to frequently asked questions. Once you’ve worked through Phase Two, you’ll be ready for Phase Three: Using the Software.
If you have any how-to questions or need support with platform tools or features, you can chat with our Level 1 Triage Team by clicking the purple chat bubble in the bottom right-hand corner of your screen. This team is available 24/7 to give you instant answers to your queries at any time of day.
If you have a more advanced question, you can email our Level 2 Specialist Team at [email protected]. This team is available Monday to Friday, 8:00am – 1:00pm (EDT). They focus their mornings on replying to support queries, and their afternoons on new resource creation, platform-wide improvements, and project requests.
The Level 2 Specialist Team will be unavailable on September 1. During this time, the Level 1 Triage Team will still be available 24/7 via the purple chat bubble for any how-to questions and platform-related queries.
HELLO
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