Business Tools

Run Your Business Like a Business

Intake forms, client compliance tracking, discount codes, and detailed analytics. Every tool you need to manage and grow a professional coaching practice.

Professional Tools for Professional Coaches

Streamline your admin work so you can focus on coaching.

Intake Forms

Build custom intake forms with text, number, select, multi-select, date, and textarea fields. Auto-send to new clients on signup. Review submissions in your dashboard.

Client Compliance

Track workout completion, check-in submission, nutrition adherence, and habit scores. Color-coded compliance bars show who's on track and who needs attention.

Discount Codes

Create percentage or fixed-amount discounts with usage limits and expiry dates. Track redemptions and revenue impact. Run promotions without third-party tools.

Form Builder

Drag-and-drop form builder with 6 field types. Add validation rules, required fields, and conditional logic. Professional forms without coding.

Client Flags

Flag clients for specific attention: missed payments, declining compliance, upcoming renewal, injury report. Custom flag types for your workflow.

Export & Reports

Export client data, revenue reports, and compliance summaries as CSV. Generate professional reports for client reviews and business planning.

Intake

Onboard Every Client Like a Pro

When a new client signs up, they automatically receive your intake form. Capture training history, injuries, goals, dietary preferences, schedule availability, and medical clearance — before day one. Submissions flow into your client dashboard, giving you the full picture before you design their first program.

Auto-sent on signup
Custom field types
Medical & injury screening
Feeds into client profile

New Client Intake

Auto-sent on signup

Full Name *
Sarah Johnson
Primary Goals *
Weight loss, Muscle gain
Injuries or Limitations
Previous ACL surgery (left knee, 2023). No overhead pressing — shoulder impingement.
Training Experience
e.g. 2 years, 3x/week
Submit Intake Form
Compliance

Know Exactly Who Needs Attention

The compliance dashboard gives you a bird's-eye view of your entire roster. Each client has a compliance score based on workout completion, check-in submissions, nutrition logging, and habit tracking. Sort by score to find who's falling behind. Filter by flag type to prioritize urgent cases. No client slips through the cracks.

Combined compliance score
Workout + nutrition + habits
Sort and filter by score
Flag-based prioritization

Client Compliance

12 active clients

Sort by Score
MK
Marcus Kim
80%
On Track
JT
Jessica Torres
65%
Renewal
DP
David Park
45%
At Risk Missed Pay

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