Finish the welcome checklist and find your way around
First Login & Setup
The first time you reach your dashboard, Surflink shows a short Welcome to Surflink checklist. Finishing it makes you look professional to your athletes and keeps your account secure.
The welcome checklist
The checklist tracks four steps and ticks them off automatically as you complete them:
| Step | Why it matters | Where |
|---|---|---|
| Complete your profile | Add a short bio and your location | Settings |
| Add a profile photo | Your athletes see who's coaching them | Settings |
| Set a secure password | Especially important if you signed up via a social login | Settings -> Security |
| View your athletes | Get familiar with your roster | Athletes |
You can dismiss the checklist anytime with the X in its corner -- it won't come back once dismissed.
The checklist also has quick links to read this guide and download the PDF if you want a refresher.
Find your way around
The left sidebar is your main navigation. As an invited coach you'll typically use:
| Group | What's there |
|---|---|
| (top) | Dashboard -- your overview |
| Manage | Athletes, Sessions, Training Sessions, Plans & Goals |
| Analyze | Drills, Compare, Analytics |
| Connect | Messages, Community |
| (bottom) | Settings, Docs |
There's a mint Upload button for adding session footage, a notification bell, a light/dark theme toggle, and your avatar with a Sign out action.
Some items you may have seen in other guides -- like Workspace settings or Billing -- are admin-only and may not appear for you. That's normal; see What You Can Do.
If you belong to more than one workspace
If you coach for multiple teams, a workspace switcher appears at the top of the sidebar. Use it to jump between workspaces -- each has its own roster, sessions, and settings.
Next
Your dashboard might look empty at first. That's expected -- head to Finding Your Athletes to understand why and what to do.