# 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](https://coaching-toolkit.com/docs/today).
- Clients and the portal: [Create a client and send a portal link](https://coaching-toolkit.com/docs/clients/create-and-portal).
- Exercises: [Assign an exercise and read the result](https://coaching-toolkit.com/docs/exercises/assign-and-read).
- Coaching materials: [Send coaching materials to clients](https://coaching-toolkit.com/docs/coaching-materials/library-and-handouts).
- [Goals and notes](https://coaching-toolkit.com/docs/goals-and-notes).
- [Whiteboards](https://coaching-toolkit.com/docs/whiteboards).
- Sessions: [Plan and log sessions](https://coaching-toolkit.com/docs/sessions/plan-and-log), [Connect a calendar](https://coaching-toolkit.com/docs/calendars/connect).
- Payments: [Connect Stripe and request payments](https://coaching-toolkit.com/docs/payments/stripe-connect).
- Public pages: [Booking pages and embeds](https://coaching-toolkit.com/docs/booking/page-and-embeds), [Landing pages](https://coaching-toolkit.com/docs/landing-pages/create-and-publish), [White label](https://coaching-toolkit.com/docs/white-label/branding), [Custom domains](https://coaching-toolkit.com/docs/custom-domains).
- AI assistants: [Connect an AI assistant](https://coaching-toolkit.com/docs/ai-assistants).

## Verify it worked

Every page is also served as Markdown, and `/llms.txt` lists them all:

```sh
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.