Coaching Studio — Dashboard

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Upcoming

Services

Reviews

Gifts

Availability

Booking Page

Link in Bio

Date & Time	Client	Type	Duration	Source	Status	Actions

Manage the services shown on your booking page

Client Shared

Manually Added

Reviews submitted by clients after their sessions. They stay hidden until you publish them.

Gift vouchers bought on your booking page. Active ones haven't been booked yet.

Active

Redeemed

Set your weekly working hours for bookings

Weekly Schedule

Blocked Dates

Block specific dates (holidays, time off). Clients won't see any slots on these days.

Booking Settings

Buffer between sessions (mins)

Minimum notice (hours)

Max days ahead

Timezone

Customise how your public booking page looks

Profile

Display Name

Profile Photo (upload — fastest)

…or Photo URL (slower — external host)

Tagline

About Me

About Image (upload — fastest)

…or Image URL (slower — external host; used only if no upload)

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+")

Dashboard Actions

Lets the Upcoming tab reschedule and cancel online bookings (updates Google Calendar and emails the client). Paste the ADMIN_TOKEN from your Cloudflare Worker settings.

Worker admin token

Your Instagram bio page — links, sales blocks and appearance

👁 Preview

Your Links

Drag the ⠿ handle to reorder. Order saves automatically.

Appearance

Default theme

Let visitors switch theme

Display name (blank = booking profile)

Tagline (blank = booking profile)

Footer text

Photo and social links are pulled from the Booking Page tab.

Trust Bar

Show trust bar

Stat 1 value

Stat 1 label

Stat 2 value

Stat 2 label

Stat 3 value (★ added automatically)

Stat 3 label

Leave a value blank to hide that stat.

Live Availability

Shows your real next open slot, read from your calendar. Nothing here is ever faked — if the week fills up, the line changes by itself.

Show availability line

Read availability from service

Show "only N slots left this week"

Featured Offer

Promotes one link to a large card at the top of the page.

Show featured offer

Which link

Badge text

Button text

Blurb — the outcome, not the format

"Find Your Starting Point" — routing quiz

Three taps that point a visitor to the right service. This is separate from your relationship-pattern quiz — it exists only to stop people bouncing because they can't decide.

Show routing quiz

Heading

Button text

Sub-line

Questions and outcomes default to a sensible set built from your live links. Custom question editing comes in the next round.

Relationship Pattern Quiz — promo block

Your existing quiz at quiz.sulekhalal.com, presented as a featured card.

Show quiz block

Quiz URL

Heading

Button text

Blurb

Bullet points (one per line)

Small note under the button

Testimonials & FAQ

Show testimonials

How many to show

Pulled automatically from your Reviews tab — add or edit them there and this stays in sync.

Show FAQ

FAQ — one per line as Question | Answer

WhatsApp Group Bar

Sticky button pinned to the bottom of the page.

Show WhatsApp bar

Button label

Group invite link

Icon

Default is the real WhatsApp logo. Pick an emoji to override it.

Speed

Pre-load the booking page in the background

Starts only once the page has finished rendering, at the browser's lowest priority. Automatically skipped on 2G or when Data Saver is on.

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

Offers

Data

The two things you send after a clarity call, plus the extend banner and the reschedule emails.

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.

AI Agent Mode

When on, the assistant can add and update records for you from the chat. Adding runs straight away; changes to an existing record always ask first. It can never delete anything.

Allow the assistant to write to my dashboard

Recent agent activity

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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