For coaches and consultants
A clear next step for every client.
Keep their plan, progress, and next appointment together.
Collect client details before you meet.
Ask for the project's goals, target date, and type of work. Use conditional questions to ask for details relevant to each client.
Enter your name and the goal of your project.
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Guide clients through a workout.
Clients can check their preparation, time rest periods, and track completed reps as they follow the workout.
Check off your preparation before starting the workout.
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Let clients book their next review.
Clients choose from your available times. Keep the project calendar, preparation, and notes in the same guide.
Choose an available time for a client review.
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Open the first-draft review to see the session details.
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Use check-ins to guide the next session.
Ask clients how the session felt and what needs adjusting. Review their feedback and activity before planning the next session.
Rate the session and note what you would change next time.
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Keep project tasks and estimates together.
Track kickoff tasks on a board and show how hours and rates affect the project estimate.
Open a task to read the client kickoff notes.
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Keep the plan moving between sessions.
Adjust the plan after a check-in and leave a clear next step. Give your client one place to return to before you meet again.
Make it personal. Keep it private.
Invite your client to a restricted guide for their plan and session notes.
Owner and invited people only.
Let clients pay in the guide
Add payment for a session or service beside the details they need.
Create your first client guide.
No sign-in required.