One record set
Leads, clients, tasks and conversations shared across the team — not split across apps.
Use case
Run your whole coaching business
Inquiries, sessions, follow-up, delivery and the numbers — one system for the whole week, with honest Live and Coming soon labels on every feature.
Select a time
Today
3 slots
Tomorrow
2 slots
Thu
5 slots
Fri
4 slots
09:30
10:30
14:00
Confirmed
Consultation · Sofia Marchetti
SM
Reminder sequence
- Confirmation email
- Reminder email
- Reminder SMS
How it works
The coaching week, in one system.
One example — the shape stays the same, the details are yours to set.
- 1
Monday: read the pipeline
One board shows inquiries, bookings and active clients — where each stands and who owes what.
- 2
Midweek: the calendar works
Bookings, confirmations and meeting reminders sync to your calendar — sessions happen without admin.
- 3
Between sessions: the portal
Clients get programs, resources and next steps in a branded portal — delivery continues without you chasing.
- 4
Friday: the numbers
Pipeline health, active clients and where inquiries came from — one dashboard, no spreadsheet.
What you get
Built for how you actually work.
Reminders where they matter
Confirmations, meetings and tasks carry their own dates.
Delivery in one place
Programs, resources and progress live with the client record.
Labels you can trust
Every capability on this site shows Live or Coming soon.
Where it fits
Go deeper in the product.
Related pages — how each one works, in detail.
Next step
See the week on a real screen.
A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.