> ## Documentation Index
> Fetch the complete documentation index at: https://docs.newie.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Newie with a Multi-Coach Team

> Use groups, links, QR codes, Store sections, and reports when several coaches or trainers sell through one provider account.

## 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.

## How to Structure the Team

Choose the group structure that matches the question you need reports to answer later.

| If you need to know\...           | Group by...          | Example                                           |
| --------------------------------- | -------------------- | ------------------------------------------------- |
| Which coach generated the sale    | Coach or trainer     | Alex Coaching, Jess PT, Sam Nutrition             |
| Which location generated the sale | Location             | CBD Studio, Northside Gym, Online                 |
| Which program is selling best     | Program or challenge | 8-Week Challenge, Strength Block, Online Coaching |
| Which audience bought             | Audience or segment  | Beginners, Hybrid Clients, Competition Prep       |

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.

## 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

## Multi-Coach Sales Flow

<Steps>
  <Step title="Customer speaks to the coach">
    The customer enquires through Instagram, a referral, a gym conversation, a consult, a trial session, or a sales call.
  </Step>

  <Step title="Coach chooses the right offer">
    Choose the coaching membership, challenge, assessment, session pack, app-based program, or paid-upfront package.
  </Step>

  <Step title="Use the coach or program group">
    Share the relevant group link, group QR code, Store section, or service link from inside the right group.
  </Step>

  <Step title="Customer buys through Newie">
    Newie handles checkout, payment, receipts, customer records, billing, and Terms of Service where enabled.
  </Step>

  <Step title="Newie sends onboarding">
    The Welcome Email can send intake forms, app links, booking links, community links, check-in instructions, and next steps.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Sharing Options for Coaches

| Situation                                       | Best sharing option                                      |
| ----------------------------------------------- | -------------------------------------------------------- |
| A coach sells their own set of services         | Coach group link or coach group QR code                  |
| A customer should buy one exact offer           | Direct service link or custom pricing link               |
| A studio front desk needs quick sign-up options | QR code, Tap to Pay, Purchase as Customer, or Store link |
| Customers should browse programs or coaches     | Newie Store with selected groups                         |
| A coach needs a negotiated price or start date  | Custom pricing link from the relevant service            |

## 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?

## 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.

## Related Guides

* [Set Up Newie for a Team](/guides/setup-newie-for-a-team)
* [Service Groups](/guides/service-groups)
* [Service Links & QR Codes](/guides/service-links-qr-codes)
* [Newie Store](/guides/newie-store)
* [Reports & Reporting](/guides/reports-reporting)

*Last updated: 2026-06-26*