Coach Guide

Complete the coach onboarding and profile flow before using the professional workspace.

Coach capability is server-authorized; having an old profile record alone is not enough when coach access has been revoked.

The Coach Admin workspace is separate from your personal SelfOS workspace.

Use your public coach profile and marketplace settings only after the required professional information is complete.

Open a client from Clients to work with the information the client has permitted.

Habit/goal create permissions are explicit capabilities, not implied by the coaching relationship.

Health data has its own consent requirement where applicable.

Clients can withdraw coach grants; your workflow must respect the current permission state.

Manage coaching sessions from Sessions.

Use the integrated Video area for supported video meetings.

Recording and transcript features depend on product capability and consent.

Meeting and recording access is scoped to the relevant coach/client relationship.

Products is where you manage coaching offerings.

Marketplace controls how appropriate offerings/profile information are published for discovery.

Vouchers support promotional codes/discount mechanics where configured.

Rewards is a separate incentive surface in the coach workspace.

Reviews uses the current client-review system rather than informal testimonials stored in the guide.

Analytics is the coach performance/usage view available to your plan.

Payouts is the financial settlement area; do not infer settled balance from client-facing payment screens.

Use the current application figures as the source of truth for financial state.

Silver: up to 10 clients; video sessions included.

Gold: up to 30 clients; adds AI assistant, advanced analytics, custom branding and priority support.

Platinum: unlimited clients; includes Gold capabilities and adds session recording.

All current coach plans support the four LADI areas and unlimited habits/goals for the coach account.

Plan limits and commercial terms are centrally managed; check the current Coach pricing page before purchase.

Where client-seat allocation is available, allocate only to the intended client email.

Choose coach access permissions deliberately when assigning a seat.

Renewal behavior can differ between all purchased seats and allocated seats.

If seat state, allocation and billing disagree, use Support instead of trying to bypass the state.

Use Subscription to view the coach plan available to your account.

Use Settings for professional and workspace configuration.

Use Support for access, billing, meeting or settlement issues.

Keep client confidentiality and consent boundaries above convenience when configuring integrations or workflows.