Dashboard
Here's what's going on across your practice.
Clients & groups
Everyone you coach — individually and in groups.
Library
Everything you have made — single resources, and the processes that string them together across sessions. Plus anything another coach has shared.
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
▸ manage"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
▸ expandTheir portal
Everything you share lands in a private portal of their own. Get them the link, or welcome them into it:
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Timeline
Message client
Add session notes
Write one note and it's logged on every group 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
Goes to every member of this group at once — save it privately to their timelines, or publish it to 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
Billing contact — who pays
If someone at the client's company pays the invoice, add them here — invoices then default to sending to this person. Leave blank to bill the client directly.
Record an assessment result
Record a client's MBTI, DISC, Enneagram, StrengthsFinder results — scores, bands or a written result.
Actions
Small steps for this client to work on between sessions. They tick them off from their own portal.
Bill this group
One invoice to the company for your time with the team — no per-person lines.
Amount: — · for a flat fee, set Hours to 1 and Rate to the total.
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.
Generating a new link switches off the one they have now. Use "Revoke access" if a link has reached the wrong person, or the work with this client has ended — their portal is closed until you send a new link, and nothing on it is deleted.
Your client can add a 4-digit PIN to their own portal, so the link on its own no longer opens it. They choose it and you never see it — if they forget it, "Clear PIN" lets them set a new one.
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 private record of what happened in this session and what comes next.
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.
What you know
Personal or contextual details worth remembering — family, background, anything that came up in conversation. Never shown to your client.
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.
Strategic plan
Vision, mission, values and key performance areas — facilitated live with this team.