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.
Quickstart: set up your business in 5 steps
The fastest path from a new account to coaching your first client in Protocol.
Key concepts
The handful of ideas (clients, Vault templates, assignments, roles, and your app) that the whole product is built on.
The product guide
The guide button in the header: what it answers, where its answers come from, and what it will not do.