excello onboarding

This onboarding document is designed to guide coaches and players through setting up clear, complete, and effective profiles within the app. It explains why specific information is requested and shares best practices to help users present themselves accurately, build trust, and get the most value from the platform. By following these guidelines, users can improve visibility, matching, communication, and overall experience from day one.

ON THIS PAGE

Click on the links to be taken to their section in this onboarding document

create an account

Creating an account allows you to securely access the app and begin setting up your profile. This process ensures your information is protected, verifies your identity, and helps personalize your experience from the start.

  • After clicking “Register Now” select the type of account you would like to create. This ensures you are guided through the correct setup process.

    1. Sign Up as a Coach

      1. Select this option if you are a tennis coach creating a professional coaching profile.
        At this time, only club-affiliated coaches who have received an official invitation from their tennis club can register.

    2. Sign Up as a Player (18+)

      1. Select this option if you are a player who wants to track your development and connect with a coach.

    3. Sign Up as a Parent or Guardian

      1. Select this option if you are creating and managing an account for your child.
        Parents can monitor activity, manage permissions, and connect their child with a coach.

    1. Enter your email

      1. Coaches: The email used to create your account must match the email address your club sent the invitation to in order to be connected to the club.

        1. Click on “Join Club”

    2. Create a password and confirm password

      1. Your password must comply to the password rules set within the app 

    1. You will need to check your email to verify your account, be sure to check your spam/junk folder just in case for an email from Excello

    2. Check your spam/junk folder for the verification email 

    3. Click on the link in the email to verify your account. This will open up a browser window to verify your account.

    4. You’ll see an “Account Verified” notification.

    5. Go back to the Excello app and click “Next”

    1. Enter your First and Last Name

    2. Gender (Select from a list)

    3. Birthday (Select a date from the calendar)

    4. City

    5. Read through and agree to the  the Terms and Conditions and Privacy Policy and any other waivers and disclaimers within the app

    6. Click “Next”

    Afterwards you will have the option to sign up as a Coachor a Player

build coach profile

Your coach profile helps players and parents quickly understand who you are, how you coach, and what makes you a great fit. A complete profile builds trust, increases connection, and makes it easier for the right players to choose you.

  • Where did you obtain your Tennis Certification from?

    Once you select your certification, you will have to select the highest level of certification you received within it

    Example: Checking “Tennis Canada Certification (TCC)” will open up options to select: Instructor, CP1, CP2, CP3, Coach 2, Coach 3

    Best practices

    1. List all current and relevant certifications

    2. Include the governing body and level (e.g., Tennis Canada, USPTA, PTR)

    3. Keep the list up to date as you earn new credentials

    Select all that apply and then select “Next”

  • Specializations help match you with the right players. Whether someone is looking for competitive juniors, adult beginners, or match-play strategy, this makes it easier for them to see if you’re the right coach for their goals.

    Best practices

    1. Focus on the areas you actively coach and enjoy most

    2. Choose quality over quantity—clarity matters more than volume

  • Your bio adds the human side to your profile. It helps players and parents understand your coaching philosophy, personality, and approach beyond credentials alone.

    Best practices

    1. Write in a friendly, conversational tone

    2. Share your coaching philosophy or what motivates you as a coach

    3. Keep it concise—aim for 3–5 short sentences

    4. Focus on how you help players grow, not just your resume

  • This sets clear expectations and saves time for everyone. Players and parents can quickly see if you’re available before reaching out.

    Best practices

    1. Keep this status up to date as your availability changes

    2. Use this setting to manage inquiries and workload

Additional Profile Enhancements (Optional)

The following sections are not required during initial profile creation. Coaches can add or update these areas at any time after onboarding by editing their profile.

These features will become more important once the app moves out of Beta and is open to the public, especially for coaches who want to build trust, strengthen credibility, and stand out in search results.

    1. Unique Selling Point (USP)
      Add a short statement that clearly communicates what makes you different as a coach.

    2. Images and Videos
      Upload photos or training clips to showcase your coaching environment, style, or player development.

    3. Social Media Accounts
      Link professional social media accounts to provide additional visibility and credibility.

    4. Introductory Video
      Add a short welcome video to introduce yourself, your coaching philosophy, and what players can expect.

    1. Go to the Profile tab.

    2. Tap the three dots in the top right corner of your profile.

    3. Select Edit Profile.

    4. Update or add content to any of the optional sections.

    5. Save your changes.

  • During Beta, these enhancements are optional and not required as you will be testing with existing students.

    As the platform opens to the public, a more complete profile will help improve discoverability, professionalism, and player confidence.

build player profile

Your player profile helps your coach understand how to support you best. The more complete your profile, the more relevant your feedback, evaluations, and progress tracking will be.

  • Adding your current rating helps your coach understand your starting point and tailor training to your level. Ratings provide a shared reference for skill level, competition readiness, and progress over time. They also allow the app to display the most relevant benchmarks, evaluations, and comparisons for your sport.

    Best practices

    1. Enter your most recent and accurate rating

    2. If you’re unsure, it’s okay to estimate or leave it blank

    3. Ratings can be updated as you improve or compete more often

    4. Your coach can help validate or refine your rating over time

  • Your bio helps your coach understand you beyond stats. It provides context about your experience level, interests, and what you want out of training.

    Best practices

    1. Keep it short and personal

    2. Share your playing background or current level

    3. Mention what you enjoy or want to improve

  • Goals guide your training and help your coach tailor feedback, sessions, and progress tracking to what matters most to you.

    Best practices

    1. Be specific and realistic

    2. Focus on what you want to improve right now

    3. Goals can be performance-based, skill-based, or confidence-based

    4. You can update goals as you grow and progress

    Examples

    • Improve match consistency

    • Increase confidence in competitive play

    • Prepare for league or tournament play

    Afterwards you can choose how you would like to connect with a coach

    1. Go to the Profile tab.

    2. Tap the three dots in the top right corner of your profile.

    3. Select Edit Profile.

    4. Update or add content to any of the optional sections.

    5. Save your changes.

add a coach/accept new student

Everyone looks for a coach differently. Whether you know exactly what you want or need guidance, the app gives you flexible ways to find the right fit for your goals, preferences, and training environment.

Note: Connections are player-initiated. Players and parents can request to connect with a coach, but coaches cannot send connection requests to players.

  • Searching and filtering puts you in control. Especially if you know your coach is already on Excello and you can enter their name. You can quickly narrow down coaches based on what matters most to you, saving time and helping you find a strong match from the start.

    What you can filter by

    • Accepting new students

    • Coaching certifications

    • Specializations

    • Gender (optional preference)

    Best practices

    1. Start broad, then refine as needed

    2. Focus on factors that align with your current goals

    3. Review full profiles to understand coaching style and experience

  • If you’re not sure where to start, answering a few quick questions helps the app suggest coaches who align with your needs, level, and preferences.

    How it works
    You’ll be asked about things like:

    • Certifications and experience level

    • Coaching specializations

    Best practices

    1. Answer honestly based on what matters most right now

    2. Preferences can be updated later as your needs change

    3. Use recommendations as a starting point—you’re never locked in

  • When you have found a coach you like, or the one you and your child are currently working with, invite them to connect.

    1. Tap “Invite to Team.”
      On the coach’s profile, tap Invite to Team.

    2. Invitation sent.
      A confirmation popup will appear. Tap OK to confirm the request has been sent.

    3. Coach notified.
      Excello sends a notification to the coach that a player has requested to join their team.

    4. Acceptance notification.
      If the coach accepts the request, the player/parent will receive a notification confirming the connection.

    5. Connection established.
      Once accepted, the coach and player/parent are officially connected and can begin interacting within the platform.

    1. Receive notification.
      The coach receives a notification in the Home tab under Notifications that a player has requested to join their team.

    2. Review request.
      The coach can review the player’s profile before making a decision.

    3. Accept request.
      Once accepted, the player is added to the coach’s team.

    4. Begin interaction.
      After acceptance, the coach can communicate with the student, assign training, provide feedback, and track progress within the app.

Main Menu & Areas of Interest

The main menu is designed to help you easily navigate the app, stay connected, and track progress over time. It brings together communication, training updates, goals, and evaluations in one place, making it simple to share insights, review performance, and stay aligned on development—whether you’re a coach, player, or parent.

  • The Home tab is your central hub for staying connected to your training. From here, you can add posts, browse your feed, and stay updated through notifications. It’s designed to streamline communication, organize your training history, and help you clearly see your development over time.

    Notifications
    Located at the top right of the Home tab, notifications keep you informed about important activity.

    Players receive alerts for tags, feedback, goals, messages, and accepted connections.

    Coaches receive alerts for tags, player messages, and connection requests.


    Feed
    View all your posts in one place. Use search and filters—including tags, goals, and post types—to quickly find specific content or track progress over time.

    Add a Post
    Create a new post to capture training insights, share media, or log a match. Choose from:

    • Feedback Post: Structured coaching insights linked to goals and tags, with support for media and voice transcription.

    • Media-Only Post: Quick uploads of photos, videos, or voice notes without written content.

    Learn: How to Add a Feedback Post

    Match Log: Record match details, reflections, and performance ratings to track progress over time.

    Learn: How to Add a Match Log

  • Messages are for quick, direct communication between coaches, players, and parents. Use messages for conversations or clarifying details; use posts for structured feedback and progress tracking.

  • The Profile section lets you manage your personal information and customize your app experience. Here, you can update your profile details, adjust your settings, and securely log out of your account. It’s the place to keep your information current, control how you receive notifications, and ensure your account stays protected—especially when using shared devices.  

  • Goals help players and coaches stay focused on training priorities. Players can view active and completed goals and add new ones; coaches can track each student’s goals and create new ones to guide development. Goals make progress intentional and easy to monitor.

    Learn: How to Add a Goal

  • Evaluations provide a structured snapshot of performance. Coaches can assess skills, highlight strengths, and identify areas for growth. Players without a coach can self-evaluate to stay accountable. Evaluations are great checkpoints throughout a season or training cycle.

    Learn: How to Add an Evaluation

add a goal

Adding a goal helps players and coaches stay focused on specific areas of development. Goals create clarity, guide training priorities, and make progress easier to track over time. You can write a custom goal or choose from pre-written goals across categories like technique, tactics, mental skills, and physical development.

Limiting players to 3 active goals helps keep training focused and prevents overwhelm.

  • Use this option to create a fully custom goal tailored to your personal needs or coach feedback. Writing your own goal is ideal when you have a specific area you want to improve or a unique focus that isn’t covered by the pre-written options.

    Best practices

    1. Focus on one clear area of improvement

    2. Be specific and measurable when possible

    3. Describe what success looks like in simple terms

    4. Tie the goal to habits you can practice consistently

  • Use this option to quickly choose from pre-written goals organized by category, such as stroke technique, tactics and strategy, fitness, or mental skills. This is a great starting point if you’re not sure how to phrase a goal or want guidance on common development areas.

    After selecting a goal:

    • You can accept it as written, or

    • Edit the wording to better reflect your personal focus or coach recommendations

    This option helps ensure goals are clear, structured, and easy to track from the start.

ADD A FEEDBACK POST

A Feedback Post documents meaningful training insights in a structured, searchable format. Coaches can include goals, tags, written notes, media, and voice memos with transcription to create high-quality, detailed learning tools for players.

  • Goals in a Post: Linking a goal ties feedback to a player’s current priorities and helps show long-term progress.

    Tags: Tags categorize your feedback (e.g., Serve, Footwork, Tactics) and make filtering effortless.

    Written Details: Written notes clarify coaching points that media alone can’t capture and improve long-term searchability.

    Supporting Media: Photos and videos provide visual clarity and create a timeline of technical improvement.

    Voice Memo + Transcription: Record a voice memo and let the app convert it into text, capturing rich insights quickly.

    Blur for Privacy: Blurring protects identities by obscuring faces or backgrounds. The app automatically blurs videos for minors.

    • Capture insights while they’re fresh

    • Use voice memos for speed

    • Attach relevant media

    • Link goals every time

    • Use tags thoughtfully

    • Keep comments clear and specific

    • Highlight wins and priorities

    • Stay consistent

add a match log

A Match Log helps players capture key details from each match and reflect on their performance. It creates a clear record of results, mindset, and progress over time, and gives coaches valuable insight into matches played outside of lessons.

  • Opponent: Enter the name of the person or team you played. This helps you reference past matches easily.

    Match Location: Add where the match took place. You can enter a location manually or use the pin icon to autofill. This helps track performance across different environments.

    Date: Choose the match date to keep your log in correct chronological order.

    Final Score: Record the match score (e.g., 6–4, 6–4). This provides quick insight into how the match unfolded.

    Result: Won, Lost, or N/A: Select whether you won, lost, or if it doesn’t apply (such as practice sets or incomplete matches).

  • Use the star ratings to evaluate how you performed in key areas:

    • Mental Focus & Composure: Your ability to stay present, calm, and emotionally balanced.

    • Shot Selection: How effectively you chose the right shots at the right moments.

    • Serve Effectiveness: The quality, reliability, and impact of your serve.

    • Footwork & Movement: Your positioning, speed, recovery, and efficiency on court.

    • Attitude & Body Language: Your composure, positivity, and competitive mindset.

    • Game Plan Execution: How well you applied your intended strategy throughout the match.

  • Use this section to summarize your key reflections from the match. Identify:

    • What went well

    • What didn’t go as planned

    • What you want to focus on during your next match or training session

    • This keeps you aligned with your goals and helps your coach understand your priorities.

  • Upload photos, videos, files, or voice notes for added context. Visual and audio references make it easier to evaluate technique, patterns, and decision-making—helping you and your coach understand your development more clearly.

    1. Log matches shortly after playing

    2. Be honest with ratings and results

    3. Capture key reflections tied to your goals

    4. Record accurate scores

    5. Use media or voice notes when they add clarity

    6. Stay consistent to spot patterns and progress over time

  • Use this to capture a high-level snapshot of current performance and progress.

    • Early
      Developing core fundamentals and learning how to apply skills in match play. Performance may be inconsistent.

    • Building
      Skills are becoming more reliable with improved decision-making and awareness. Consistency is growing.

    • Strong
      Solid execution with good awareness and dependable performance across situations.

  • Use the star rating to assess each skill area based on current ability and consistency.

    1 – Early Development: Skills are emerging and require frequent guidance
    3 – Growing Consistency: Skills are improving and applied more often with intention
    5 – Strong Execution: Skills are reliable, repeatable, and effective in match play

    Ratings should reflect performance over time, not just a single moment.

  • Each evaluation covers the following areas to give a balanced view of performance:

    Technical Skills: Quality, control, and consistency of stroke mechanics across all shots.

    Tactical Awareness: Understanding of court positioning, shot selection, and point construction.

    Footwork & Movement: Speed, balance, recovery, and ability to move efficiently between shots.

    Consistency: Ability to keep the ball in play and minimize unforced errors.

    Attitude & Effort: Work ethic, focus, resilience, and on-court behaviour.

    Serve & Return: Effectiveness and reliability when starting and responding to points

  • Use this space to provide meaningful context behind the ratings.

    • Highlight key strengths and progress

    • Call out specific areas for improvement

    • Offer clear, actionable suggestions

    Keeping feedback focused helps players understand what to work on next.

  • Attach photos, videos, or voice notes to add clarity and visual context.

    • Use video to highlight technique or movement patterns

    • Add voice notes for quick insights or reminders

    • Apply blur when needed for privacy

    Media helps bring evaluations to life and supports clearer coaching conversations.

    • Use evaluations at meaningful checkpoints (season start, mid-season, post-competition)

    • Rate skills consistently over time

    • Highlight 1–2 strengths and 1–2 growth areas

    • Link evaluations back to active goals

    • Keep feedback constructive and encouraging

    • Encourage self-evaluations to build awareness

add an evaluation

Evaluations provide a structured assessment of skills and performance. Coaches can highlight strengths, identify areas to improve, and guide future goal-setting. Players without a coach can self-evaluate for accountability.

Helpful Links

  • Testflight instructions

    TestFlight is Apple’s tool for distributing pre-release iOS, iPadOS, watchOS, and tvOS apps to external testers. Developers share builds with a controlled group to gather feedback, find bugs, and validate features before public release.
    view testflight instructions

  • Onboarding Documentation

    Our onboarding guide helps coaches and players create clear, complete profiles. It explains why information is requested and offers best practices to present accurately, build trust, and get the most from the app.
    View onboarding document

  • Provide feedback

    Early, frequent beta feedback reveals real-world issues, helps prioritize features by user needs, uncovers patterns across user types, and ensures smoother launches. Ongoing tester engagement builds trust and keeps updates aligned with expectations.
    Provide Feedback