Dashboard
Here's what's going on across your practice.
Clients
Every client's resources and portal link, managed from here.
Groups
Every group's coaching managed from here.
Resource library
Build your own resources, or use anything another coach on the platform has shared.
My resources
Shared resource library
Built by other coaches on the platform. Use one and it copies into your own library to edit freely.
Process library
Chain sessions and resources into a repeatable process you can send to any client.
My processes
Shared processes
Built by other coaches on the platform. Use one and it copies into your own library to edit freely.
Schedule
Book appointments, track confirmations, and send 24-hour WhatsApp reminders.
New appointment
Calendar
Click any day to book an appointment on that date — click an appointment to open its details.
Reminders due — next 24 hours
One click opens WhatsApp with the reminder written; click a row for full details.
Upcoming appointments
Click an appointment for actions — confirm, calendar invite, cancel.
Import from Google Calendar — bring appointments booked in Google into the app
No Google connection? Export instead: in Google Calendar, gear icon → Settings → Import & export → Export, unzip the download, and upload the .ics file here. Either way, events are matched to clients automatically (by invitee email, or the client's name in the title) — check the list, adjust, then import.
Invoicing
Turn each month's sessions into invoices, and track what's been sent and paid.
Monthly invoicing
Only clients with billing set up appear here — everyone else stays out of the way.
Tick the clients to include — each becomes a line on ONE invoice, using their own billing setup and the month picked above. Perfect for a department where every leader has a monthly session but the company pays.
Edit invoice
Billing setup
"Per session" multiplies the month's session count by the rate; "Retainer" is a fixed monthly amount. Only clients with billing set up are listed.
All invoices
▸ expandInvoice settings — logo, address, payment details, service types
▸ expandNo active client
Select a client from the "Active client" dropdown above, or open one from the Clients tab.
Personal or contextual details worth remembering — family, background, anything that came up in conversation. Not part of the dated timeline below.
Add session notes
Logs the same note on every member's own Timeline at once.
Off by default — applies the same sharing choice to every member's own copy of this note.
Send a coaching resource or process
Sends to every member of this group at once — it'll show up in each of their portals.
Share with group
Sends to every member of this group at once — it'll show up in each of their portals.
Client info
Client portal link
Every client gets their own private coaching portal — a page they can open with no login or password, where you share resources, session notes, and next steps, and where they can respond directly back to you.
If your client has not been on-boarded yet, go to their timeline in this app and click "On-board your client".
If, for some reason the on-boarding of your client was unsuccessful, you can generate a new link and send it to your client.
Click "View client's portal" to view the client's portal.
On-board your client
First time on-boarding your client? Edit the welcome message below if you'd like, then send it however works best. If "Welcome via Email" doesn't do anything, your browser has no desktop mail app set up — use "Welcome via Gmail" instead.
Send a resource
Pick a resource, then choose who to send it to — an individual client or one of your groups.
Send a process
Pick a process, then choose who to send it to — an individual client or one of your groups.
Add session notes
Your own private record of the session — what happened, what's next. Private by default, but you can share these notes with your client if you'd like, using the checkbox below. To send a screenshot, file, or link instead, use "Share with client" below.
Off by default — these notes stay private to you unless you check this. You can also share or make private any past session from its card further down the Timeline.
Share with client
Send a screenshot, file, or link that came up during your session — it goes straight to your client's portal, visible right away.