Find your way around

A quick tour of the left nav

Everything you need lives in the left nav. Here is what each item is for, so you can find your way without guessing.

The main areas

• Home is your dashboard. It is the calm landing place that shows what is coming up and what needs your attention.

• Clients is your CRM. Every client, their details, and your notes live here. See add and manage clients.

• Calendar shows your sessions. It is your at-a-glance view of what is booked.

• Availability is where you set the hours clients can book you. See set your availability.

• Session types are the kinds of sessions clients can book, like a 60 minute call. See create session types.

• Documents is where you create and send forms and agreements. See send a document or form.

• Website is your coach website builder. See build your coach website.

• Settings is where your practice profile, plan, and preferences live.

Tip: Start with Availability and Session types. Those two unlock bookings, and everything else can come later.

A few more areas are on the way, including messages, email, and client payments. You will see them appear when they are ready.