For coaches
Coaching Toolkit documentation
What Coaching Toolkit is, its surfaces, who sees what, and where each task is documented.
Goal#
Know what Coaching Toolkit is made of before you change anything in it, and find the page for the task at hand. Each page covers one task: its goal, what you need first, the exact steps, copy-ready snippets with every placeholder named, how to check it worked, and what can go wrong.
What Coaching Toolkit is#
Coaching Toolkit is a coaching workspace. A coaching practice subscribes, and its Coaches keep a profile for each person they coach (a CoachingClient, "client" in the app). From that profile a Coach:
- assigns exercises (a Tool such as Values Discovery) that the client completes in a browser portal;
- sends coaching materials (PDFs from the practice's library) that the client downloads in the portal and ticks off;
- keeps goals, a private client note and a session note per session;
- draws with the client on whiteboards, live in a session or between sessions;
- plans and logs sessions, and pushes them to a connected calendar;
- requests payments through the practice's own Stripe account;
- prepares each session from the client card.
Around the profiles, a Coach can publish booking pages (people pick one of the Coach's Offers, book a session and, for a priced Offer, pay), embed them on their own website, and publish landing pages. A practice can show its own logo and colours to its clients (white label).
The surfaces#
| Surface | Address | Who uses it | How they sign in |
|---|---|---|---|
| Coach app | https://coaching-toolkit.com/login |
Coaches | Email sign-in |
| MCP server | https://coaching-toolkit.com/mcp |
An AI assistant a Coach connects (Studio) | The Coach's own sign-in, then approval in the app |
| Portal | https://coaching-toolkit.com/portal |
A client, for their own exercises, sessions and whiteboards | A magic link mailed by the Coach |
| Booking page | https://coaching-toolkit.com/book/{slug} (the default page) or https://coaching-toolkit.com/book/{slug}/{page} |
Anyone; embeddable | None |
| Landing page | https://coaching-toolkit.com/{team}/{slug} |
Anyone | None |
| These docs | https://coaching-toolkit.com/docs |
Coaches | None |
{slug} is the Coach's own public name, such as jane-doe, chosen in the app.
Who sees what#
- An Admin runs the practice: billing, coaches, branding, the Stripe connection, and every client of the practice.
- A Member runs the clients assigned to them. Member and Admin alike see the practice's client list and timelines; private notes are visible only to the Coach who wrote them.
- A client sees only their own exercises, values wheel, coaching materials and shared whiteboards in the portal, never another client's and never the Coach's notes.
- The public sees only what a Coach publishes: their booking pages and published landing pages.
Where each task is documented#
- The coach app's landing screen: The Today screen.
- Clients and the portal: Create a client and send a portal link.
- Exercises: Assign an exercise and read the result.
- Coaching materials: Send coaching materials to clients.
- Goals and notes.
- Whiteboards.
- Sessions: Plan and log sessions, Connect a calendar.
- Payments: Connect Stripe and request payments.
- Public pages: Booking pages and embeds, Landing pages, White label, Custom domains.
- AI assistants: Connect an AI assistant.
Verify it worked#
Every page is also served as Markdown, and /llms.txt lists them all:
curl -s https://coaching-toolkit.com/llms.txt
curl -s https://coaching-toolkit.com/docs/index.md
Both answer 200 with plain text. /llms-full.txt holds every page in one file.