Guides for your coaching business.

Create the relationship, then let the client accept using their own account.

1. Open Clients and add a name and email.
2. Review the invitation before sending it.
3. Assign a saved program once the relationship is ready.

Build a reusable plan and assign a saved version without rewriting the client’s past.

1. Create a program and organize its sessions.
2. Add exercises and the sets the client should follow.
3. Save the version, assign it and review the client’s logs.

Ask a few clear questions, then review the response beside the client’s recent work.

1. Create or choose a check-in form and its frequency.
2. Let the client respond from their own portal.
3. Review the response and send a specific next step.

Clients choose real available slots. The video stays with your chosen provider.

1. Save a session type with a Meet, Zoom or Teams HTTPS link.
2. Set weekly availability in the correct time zone.
3. The client books a slot; reschedule or cancel from Schedule.

Use separate manual and card requests so an acknowledgement never looks like bank verification.

1. Choose a client, amount and clear payment description.
2. Use a manual method or review a Stripe card fee quote.
3. Acknowledge manual receipt only after checking the actual payment.

The person who creates the workspace is its Owner. Client access stays tied to each relationship.

1. Review the business name, time zone and weight units.
2. Check language, appearance and email preferences.
3. Use the available export controls to keep a copy of your records.