Product documentation / CoachZi

CoachZi Product Guide

An evaluation guide for the CoachZi scope currently described in the Softwexa product catalogue.

Scope and versionProduct scope and evaluation guidance. Confirm the available version, deployment and integration requirements during your demo or support conversation.

What the product does.

CoachZi brings member administration, coaching appointments, memberships and payment-related workflows together for gyms and coaching businesses.

Use the evaluation tasks to walk through how a member joins, books a service and follows payment activity in your business.

Product capabilities

Member operations

Keep member information connected to the services the business delivers.

  • Member and customer records
  • Membership administration

Appointments and payment workflows

Connect coaching schedules with payment-related operations.

  • Coaching and appointment scheduling
  • Payment-related workflows

Evaluate the relevant tasks.

Use these tasks to prepare a demo. Confirm the supported behaviour for your version and operating environment.

  1. Describe one member lifecycle from joining through renewal or cancellation and confirm which steps are available in the product.
  2. Review how an appointment is scheduled, changed and communicated to the coach and member.
  3. Clarify what payment status means in the workflow and whether payment processing is included or integrated separately.
  4. Ask which roles, data exports, hosting and integrations are part of the evaluated product scope.
Arrange a product demo

Workflow walkthroughs

Evaluate a member journey

Use a representative gym or coaching workflow to establish product fit.

  1. Describe the member record and membership type
  2. Review the relevant product screens in the demo
  3. Trace the appointment or service interaction
  4. Confirm payment-related states and any manual steps

Prepare a useful support request.

Request a free demo with the member, appointment or membership flow you want to review.

  • Include the member or appointment workflow to evaluate.
  • Do not send payment card data or sensitive member information in a general inquiry.
  • Ask about integrations and support for your proposed scope.
Get product support

Your questions, answered.

What is CoachZi designed for?

The current product catalogue describes coaching and gym management, including member records, appointment scheduling, memberships and payment-related workflows.

How can we evaluate CoachZi for our membership model?

Request a free demo with an example member journey, appointment and payment workflow. The team can review your requirements and discuss any configuration or development scope.

References and product context