Getting started
updated 2026-06-13
Section

Getting started

New to Protocol CRM? Start here — what it is, how to set up your business, and the core ideas that make everything else click.

Protocol CRM is the all-in-one platform for running a coaching business: your clients, their training and nutrition, scheduling, check-ins, payments, and a branded mobile app — in one place.

These guides get you from a brand-new account to a working setup. If you read only two, read the Quickstart and Key concepts.