Coaching Studio — Dashboard

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Services

Availability

Booking Page

Date & Time	Client	Type	Duration	Source	Status	Actions

Manage the services shown on your booking page

Set your weekly working hours for bookings

Weekly Schedule

Booking Settings

Buffer between sessions (mins)

Minimum notice (hours)

Max days ahead

Timezone

Customise how your public booking page looks

Profile

Display Name

Photo URL

Tagline

About Me

About text (shown on booking homepage)

Social Links

Instagram URL

LinkedIn URL

YouTube URL

Header Testimonial

Pick one testimonial to feature prominently on your booking page

Stats

Override the auto-calculated stats shown on your booking page

Sessions completed (e.g. "50+")

Name	Package	Sessions	Status	Engagement	Progress	Last Session	Next Action

Client Type

Name *

Phone *

Email

Source

Relationship Status

Coaching Category

Start Date *

Status

Package & Payment

Package *

Total Amount (₹)

Discount (₹)

Final Payable (₹)

₹ —

Set up instalment schedule now

Sessions Already Completed

Pre-fill if client has already done sessions

Bonus / Discovery Sessions

Discovery calls or free sessions (don't count toward package)

Goals & Notes

Current Coaching Goal

Original Problem / Why They Came

Discovery Call Summary

Notes

Session Info

Client *

Date *

Session #

Status *

Session Type

Counts Toward Package

Topic / Focus

Key Insight

Engagement

Progress Score

Homework

Last Session's Homework — Completed?

Homework Given This Session

Blockers & Breakthroughs

Blockers

Comma-separate tags so they aggregate in Coaching Insights

Breakthroughs

Comma-separate tags so they aggregate in Coaching Insights

Progress Metrics (1–10)

Notes

Progress Notes

Next Action

Notes Completed

Client *

Payment Type *

Payment Method *

Amount Due (₹)

Auto-filled from instalment if linked

Amount Received (₹) *

Balance (₹)

₹ —

Payment Date *

Due Date

When was / is this amount due?

Notes

Name	Call Date	Readiness	Response	Stage	Follow-up	Source

Name *

Phone *

Email

Source

Discovery Call Date *

Relationship Status

Main Pain Point

What They Need Help With

Call Notes

Buying Readiness

Budget Discussed (₹)

Package Considering

Objection / Hesitation

Their Response

Stage

Follow-up Date

Lost Reason

Generate Proposal

Select a client/lead and template to create a proposal

Client / Lead

Template

Package Duration

Plan Description (editable)

Your Templates

Collected This Month

₹—

from payments

Expected This Month

₹—

from unpaid instalments due

Due Next 30 Days

₹—

from instalment schedule

Total Outstanding

₹—

across all active clients

Total Overdue

₹—

missed instalment balances

Revenue

—

Payment Alerts

Outstanding by Client

Recent Payments

Profile

Business

Schedule

Invoice

Preferences

Data

Coach Profile

Your Name

Email

Phone

Credentials

Specialties

Bio / About

Business Settings

Business Name

Currency Symbol

Default Session Duration (mins)

Default Session Fee (₹)

Package Templates

Predefined packages for quick selection when adding clients

Package Name

Sessions

Price (₹)

Description

WhatsApp Message Templates

Customize templates. Use {firstName}, {amount}, {sessions} as placeholders.

New Template Label

Icon

Message

Working Hours

When are you available for sessions? Drives smart alerts.

Invoice Defaults

These appear on every invoice you generate.

Invoice Number Prefix

GST / Tax ID

Payment Instructions

Bank Details

Terms

Footer Message

Custom Progress Metrics

Rename the two custom metric boxes in Log Session.

Custom Metric 1 Label

Custom Metric 2 Label

Custom Coaching Categories

Add to the multi-select beyond the 9 defaults.

Custom Client Statuses

Add beyond onboarding/active/paused/completed.

AI Coach Assistant — System Prompt

This instructions tell the AI how to respond. Edit to change its tone, focus, or behaviour.

Notification Preferences

Show overdue lead follow-ups Show overdue payment alerts Show "no session in 30 days" alerts Show hot lead follow-up reminders

Data Management

Download a complete backup of all your coaching data

⚠️ Danger Zone

This permanently deletes ALL your clients, sessions, payments, leads, instalments, extensions, todos, goals, testimonials, content calendar items, library, and custom settings — from this browser AND from cloud storage. This cannot be undone.

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Coaching Studio Dashboard
Your data is private and only accessible to you.

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