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+ Odoo for Sports Coach
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+ Welcome to your new Odoo Sports Coach package! This guide will help you navigate the key features and get your coaching business up and running efficiently.
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+ Basics
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+ Appointment Scheduling ๐
+ Use the Appointment app to allow clients to book sessions easily:
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+ - Set up appointment types (e.g., "60-min Personal Training", "30-min Assessment")
+ - Define your availability
+ - Let clients book directly through your booking page
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+ ๐ Appointment
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+ Client Management (CRM) ๐ฏ
+ Track potential and current clients:
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+ - Manage leads and opportunities
+ - Follow up on inquiries
+ - Convert leads into clients
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+ ๐ CRM
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+ Manage your services ๐
+ Create and manage your coaching services:
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+ - Set up services like "10-Session Personal Training Package" or "3-Month Transformation Program"
+ - Define pricing and project tracking needs for each service
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+ ๐ Sales
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If you want to push your quotation building much further and add all the power of Spreadsheet beneath any line of your Sales Orders, use the quote calculation feature.
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+ Project Tracking ๐
+ Use the Project app to manage longer-term client programs:
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+ - Create tasks for each stage of a client's journey
+ - Track progress and set milestones
+ - Collaborate with clients on their goals
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+ ๐ Project
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+ Invoicing ๐งพ
+ Easily bill clients for your services:
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+ - Generate invoices automatically from sales orders
+ - Track payments and send reminders
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+ ๐ Invoicing
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Getting Started
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+ - Set Up Your Services: Navigate to Sales > Products and set up your coaching services.
+ - Configure Appointment Types: In the Appointment app, create types that match your services.
+ - Manage Your Calendar: Use the Calendar app to block off your availability and personal time.
+ - Create Client Profiles: As you get inquiries, add them to your CRM and Contacts.
+ - Start Tracking Projects: For services that require ongoing management, create a project in the Project app.
+ - Invoice Your Clients: Use the Invoicing app to bill clients for completed services.
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Struggling with your setup? Reach us to get a demo!
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Reach us
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Tips for Success
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+ - Regularly update your CRM to keep track of potential clients and follow-ups.
+ - Use the project templates for standardized programs to save time.
+ - Encourage clients to book through your Appointment page to reduce scheduling back-and-forth.
+ - Utilize the invoicing reminders to ensure timely payments.
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Remember, Odoo is flexible and can adapt to your specific needs. Don't hesitate to explore and customize as your coaching business grows!
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+ Do you want to go further?
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+ Odoo offers you infinite possibilities, such as:
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+ - Create a stunning Website to showcase your coaching services and allow clients to book sessions online.
+ - Develop and sell online fitness courses with the eLearning platform, expanding your reach beyond in-person training.
+ - Gather valuable client feedback and track progress effortlessly using Surveys.
+ - Organize group classes, workshops, and fitness events easily with the Events app.
+ - Manage your team of coaches and staff efficiently with Employees.
+ - Track fitness equipment and sell merchandise through your integrated eCommerce store.
+ - Engage clients with targeted campaigns using Email Marketing and Social Marketing.
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+ These all go free in your current subscription; feel free to explore! ๐
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Would you like to discuss your Odoo setup with us or go even further?
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Reach us
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