Coaching

Coaching enables professionals to offer paid services to platform users. The feature includes coach profiles, service listings, scheduling via Cal.com, and payment processing via Stripe. A consent model ensures clients control what data coaches can access.

Coach profiles

Each coach has a profile with a display name, bio, profile picture, specialties (e.g. “nutrition”, “fitness”), and location. Coaches go through an approval flow before becoming visible to clients:

1. Pending — Coach has registered and is awaiting review.
2. Approved — Coach is visible to clients and can accept bookings.
3. Suspended or Rejected — Coach is no longer visible or was declined.

Only approved coaches appear in the coaching directory. See User Roles for more on the Coach role and its access levels.

Services

Coaches define individual service offerings. Each service includes a name, description, price, and duration. Services can be either Online or InPerson.

A service can be marked as Premium Only, restricting it to users with a premium subscription. This requires the separate Premium Coach Services feature flag, managed by a system administrator.

Bookings

When a user books a coaching session, a booking is created with the following lifecycle:

1. Pending — Booking is created and awaiting payment.
2. Confirmed — Payment received, session is scheduled.
3. Completed, Cancelled, or NoShow — Final status after the session window.

Each booking tracks the scheduled time, duration, price, platform fee, coach payout, meeting URL, and any client notes.

Client consent

Privacy is central to the coaching experience. Before a coach can view a client’s information — such as journal entries or progress data — the client must explicitly grant consent through the mobile app. This is controlled by the ShareData setting on the client’s profile.

Coaches only see data for clients who have opted in. See Journaling for how this applies to journal entries.

Scheduling with Cal.com

Coaches connect their Cal.com account via API key to manage availability and scheduling. When a coach creates a service, the platform automatically creates a corresponding Cal.com event type. Webhooks keep booking statuses synchronized — including cancellations, reschedules, and meeting start/end events.

Payments with Stripe

Payment processing uses Stripe Connect. Each coach completes Stripe onboarding to receive payouts. When a client books a session:

1. A Stripe checkout session is created for the booking amount.
2. The platform deducts a platform fee (default 15%, configurable per tenant).
3. The remaining amount is routed to the coach’s Stripe account.

Tenant administrators can set a minimum service price and override the platform fee percentage for individual coaches if needed.

Enabling coaching

Coaching requires the Coaches feature flag to be enabled for the tenant by a system administrator. For premium-only services, the Premium Coach Services flag must also be enabled. See Practice Overview for details on the coaching interface.