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Overview

Multi-coach fitness businesses usually need one provider account to show who or what each service belongs to. Service groups keep coach, trainer, contractor, location, and program sales organized without creating separate staff logins.

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How to Structure the Team

Choose the group structure that matches the question you need reports to answer later. For many coaching teams, the simplest setup is one group per coach or trainer. If the business sells team-wide programs, use program groups instead. If you need both views, choose the reporting view that matters most and keep the naming very clear.

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Common Setup

  1. Create the main services customers buy, such as monthly coaching, a fixed-term challenge, a consult, a session pack, or an app-based membership
  2. Create groups for coaches, locations, programs, or audiences
  3. Add the relevant services to each group
  4. Share coach-specific group links or QR codes when the sale should be attributed to that coach or group
  5. Add selected groups to the Newie Store if customers should browse several coach, program, or location options
  6. Use Welcome Emails for onboarding links, app links, intake forms, booking links, first-week instructions, or check-in expectations
  7. Use reports and payout exports to review activity by coach, location, program, or service line

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Multi-Coach Sales Flow

1

Customer speaks to the coach

The customer enquires through Instagram, a referral, a gym conversation, a consult, a trial session, or a sales call.
2

Coach chooses the right offer

Choose the coaching membership, challenge, assessment, session pack, app-based program, or paid-upfront package.
3

Use the coach or program group

Share the relevant group link, group QR code, Store section, or service link from inside the right group.
4

Customer buys through Newie

Newie handles checkout, payment, receipts, customer records, billing, and Terms of Service where enabled.
5

Newie sends onboarding

The Welcome Email can send intake forms, app links, booking links, community links, check-in instructions, and next steps.
6

Review sales by group

Use Sales, All Customers, Subscribers, Instalment Plans, One-Off Purchases, and Payouts reports to review activity by coach, location, program, or service line.

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Sharing Options for Coaches

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Reporting and Attribution

Groups help you review performance by the structure you chose. Start with the report that matches the question: Sales for sales activity, All Customers or Subscribers for customer lists, One-Off Purchases or Instalment Plans for purchase records, and Payouts for reconciliation. Use group reporting for questions like:
  • Which coach sold the most this month?
  • Which program is producing the most revenue?
  • Which location is growing fastest?
  • Which group has the most refunds, failed payments, or overdue payments?
  • Which services should be simplified, renamed, or retired?

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What Not to Overbuild

Do not create a new Newie service for every workout, check-in, class, or appointment. Create services for the offers customers buy, then use groups to organize the team view around those services. Keep private coach logins, permissions, and operational workspaces in your team tools. Use Newie for payment, checkout, agreements, onboarding messages, customer records, and reporting. Last updated: 2026-06-26