Timeboxed Programs are part of the Coaching Business features that Final Surge offers. A program is a one-time fee that the athlete pays you for a fixed amount of time ("Timeboxed"). For instance, if you own a running store or club and are putting on a 12-week training program, you would want to set up a program and charge the athlete one-time for the 12-weeks of training. Or, if you are offering a service where you build an athlete a custom training plan for a fixed length of time or to prepare for an upcoming race, you would want to use a program.
When a program is purchased, the athlete is automatically placed on a team in your coaching account that you have specified, so that you become their coach and have access to their training calendar.
Programs also help you to more easily onboard your athletes by allowing you to create waivers and onboarding questionnaires that athletes complete while signing up for your service.
To begin with Programs, navigate to the Coaching Business link by clicking on your coach profile image at the top of the main navigation. From there click on Coaching Business from the fly-out menu: https://beta.finalsurge.com/coaching-business
If you have not already done so, you will need to go through the Account Setup process before accessing the Programs tab.
Creating a New Program Landing Page
Before you can begin using programs, you must first create a Landing Page. A Landing Page is a page you can customize with a header image and logo, and this is where all of the programs you offer will be listed out. You can create multiple Landing Pages if you want to separate/categorize your programs, or you can create a single Landing Page and add all of your programs to this one page.
To create your first Landing Page, click the "Create Program Landing Page" in the center of the screen:
Clicking this button will take you to the Landing Page editor screen where you will be able to customize what is displayed to the user when they come to your page and browse your programs.
The editor has 5 tabs at the top of the screen: General, Branding, How it Works, Contact and Social:
Each tab contains options to add additional information about your Landing Page. As you fill out form fields on the left side of each page, you will see a preview of what your Landing Page will look like on the right side of the screen.
Most fields has a small question mark beside the label. Hover over these question marks to read what each field does:
Below is a brief overview of the type of information you can enter on each tab:
- General- This is where you an enter a text heading for your page, as well as some additional subheading text. For example, you might create a heading called "Summer Training Programs" if you are offering specific programs during the summer months. In addition, you will be asked to create a custom URL to link users to this page.
When you are ready for your Landing Page to go live and display to the public, make sure you toggle on the "Publish Program Landing Page" option at the top of this tab. - Branding - Upload both a header image and your logo on this tab. This is not required but will give your page a branded look and feel.
- How it Works - This is a navigation item that will display which helps explain to prospective athletes how programs work in the Final Surge web platform and app. You can customize how your name or company name displays on this page so that it represents your programs.
- Contact- If you would like a contact form to display on your Program Landing page that allows athletes to ask questions and contact you directly, enable this feature. You can customize what email address this form gets sent to.
- Social - This tab allows you to customize how your Landing Page will display whenever you paste the URL into social media sites. You can upload a custom image, add a title and short description.
Once you have added information to your Landing Page or made any changes to an existing Landing Page, click the "Save & Close" button in the top right corner to save your changes:
Creating a New Program
Once you have created a Landing Page, you can now add programs to it. If this is the first program you are adding to your Landing Page, click the "Create New Program" button in the center of the box. You can also add a new program by clicking the plus (+) sign in the top right hand corner of the Landing Page box, or by clicking the "Create" button at the top of the page:
This will open a modal window and walk you through the basic setup of a program. Beside most fields is a small question mark. Hover over this question mark to display additional information about what each field is used for.
Choosing a Program Type
When you initially set up the program, you will need to choose a Program Type.
There are two types of programs you can choose from:
- Fixed Start and End Date - Choose this option if you have a set starting and ending date. Use this if all athletes are training for the same event or are on the same schedule and you know exactly when training starts and ends.
- Fixed Number of Weeks - Choose this if there are no fixed dates for your service but you know the length. If you choose this option, enter the number of weeks (length of the program) in the Number of Weeks box below the dropdown menu. For example, you may want to sell a 20-week customized training plan. Each athlete who purchases the plan may have different races they are training for, so you can't attach actual dates to this service since all athletes are utilizing it at different times. However, each athlete is still getting a specified number of weeks of your service.
Once you have filled out the basic information of your program, click the "Create Program" button at the bottom of the modal window:
After the program has been created it will show up under the Landing Page you added it to. The status of the new program will be set to "Unpublished". Now it is time to fill out additional information about the program. Hover over the new program and you'll see a set of icons display to the far right. Click the edit pencil icon to edit the details of this program:
Adding/Editing Program Details
After you have added your new program (or if you need to edit the details of an existing program), click the edit pencil icon shown in the screen shot above. This will take you into the Program Details editor view.
The editor has 7 tabs at the top of the screen: Details, Pricing, Visibility, Onboarding, Confirmation, Welcome Email and Social:
Each tab contains options to add additional information about your program. As you fill out form fields on the left side of each page, you will see a preview of what your program will look like on the right side of the screen:
Most fields has a small question mark beside the label. Hover over these question marks to read what each field does:
Below is a brief overview of the type of information you can enter on each tab:
- Details - This is the name and main description of your service that will display to athletes when they are viewing the program. In addition, you can customize the URL of the program and add highlights of what you offer using the Custom Highlight Section.
- Pricing - This is where you can edit the overall price you are charging for the program. If you would like to edit the Program Type you originally selected, or edit the start/end date of the program or the number of weeks in length of the program, you can do that on this tab.
- Visibility - Allows you to publish/un-publish the program at any time. You can also choose if you want your program to display on the Landing Page that the program is listed under, or if you want to hide it from the Landing Page and only access it through the URL. If you want your program to automatically be displayed or hidden on specific dates, or if you want to open/close registration on specific dates, you can also set those options on this tab.
- Onboarding - Allows you to select what information you want to collect from the athlete when they sign up, and if you want each field to be required or optional for that athlete. Some of the fields include: Gender, Date of Birth, Phone Number, Emergency Contact, Location & Shipping Address, Allowing Participants Under 18 Years of Age, and choosing to include T-Shirts.
The Onboarding tab is also where you can find the Questionnaires and Intake Forms feature. You can build out a custom questionnaire that the athlete fills out during the registration process. Collect any type of information you want (training history, PRs, goals, etc.).
Waivers and Digital Signatures are also part of the Onboarding tab. If you have a waiver that you would like your athlete to agree to before being coached by you, you can create a waiver and add it as part of the onboarding process. You can also turn on the digital signature capture feature which makes the athlete sign their name (with their mouse or finger) when agreeing to the Waiver.
Including T-Shirts
If you would like to give participants of your program a t-shirt when they register, you can enable the "Include T-Shirts" option on this tab:
By default, common Women's and Men's sizes are offered. If you would like to edit the list of shirt sizes participants can choose from, click the "Edit Sizes" button at the bottom of this section.
If you enable t-shirts as part of the program, the athlete will be required to select a size before continuing past the registration page. - Confirmation - When an athlete completes the registration and pays for the program, they will be sent to a final confirmation page. This tab allows you to edit the information that is displayed on that page in case you want to give your athlete additional instructions about the service they just purchased. Additionally, you will get notified via email when a new athlete signs up for the program. If you want to edit what email address that notification goes to, or if you want to copy other coaches on that notification, make those changes here.
- Welcome Email - If you would like a custom email to be sent to the athlete as soon as they sign up for your program (to send them additional instructions or to introduce yourself), enable this here. Once enabled, you can customize the subject line, the text of the email, and upload a header image if you like.
- Social - This tab allows you to customize how your program will display whenever you paste the URL into social media sites. You can upload a custom image, add a title and short description.
Once you have filled out the additional information about your new program or made any changes to an existing program, click the "Save & Close" button in the top right corner to save your changes:
Copying an Existing Program
When setting up a new program, sometimes it will be easiest to simply make a copy of an existing program that you have already created. Making a copy will pre-fill all of the program details that you had previously entered for that service, so that you can simply edit some of the details without having to make a new program from scratch.
To copy a program, hover over the program you would like to copy and then click on the Copy Program icon on the right:
A modal window will open up with all of the previous program information. The name of this program will have the text "[COPY]" in front of it. Simply adjust the name of the copied program and then click the "Copy Program" button at the bottom of the modal window. Once copied, you can then edit your new program and update additional details about it.
Deleting a Program
If for some reason you need to delete one of your programs, hover over the program you want to delete and click the trash can icon on the right:
A modal confirmation window will appear confirming the deletion. Just click "Yes, Delete" to remove the program.
Exporting Registration Information
As athletes sign up for your program, you will start collecting registrations. You can export all registrations of a program at any time by hovering over the program and then clicking on the export icon on the right:
The exported Excel file will have multiple tabs at the bottom:
- Registrations - This is all of the registration information you chose to collect from the athlete when they signed up: Address, Emergency Contact, Phone Number, etc.
- Transactions - Payment information for all participants of the program. You can also view program payments on the "Transactions" tab on the main Coaching Business page.
- Survey - If your program included a Questionnaire, you will find all answers from each athlete here.