For coaches
The Today screen
What the coach app shows after sign-in - today's and tomorrow's sessions, booking requests, alerts, recent completions and clients without a next session.
Goal#
Start each day from one screen: the sessions you run today and tomorrow, the booking requests waiting for you, the clients who need attention, what clients finished lately and who has no session planned.
Prerequisites#
- A Coach account in a practice.
What the screen shows#
The coach app opens on Today after sign-in; Clients is the next entry in the sidebar. Every date and time is in the timezone on your Account page in Settings (the server's when you have not set one).
| Section | What is in it |
|---|---|
| Booking requests | Every booking waiting for your approval, whatever its date, soonest first, with Approve and Decline. The first ten show; the count covers all of them. |
| Today, Tomorrow | Planned sessions and booking requests starting today or tomorrow, with the client, the time, the place or a Join link. |
| Needs attention | The Attention alerts of your clients (the same ones the client card shows), most severe first, then by client name, each with its action on the client card. The first twenty show. |
| Recent | The last ten exercise completions (the Intake too), exercise edits and ticked action items of the past seven days. |
| No next session | Active clients with no planned session ahead: those never seen first, then the longest since their last held session, each with Schedule. The first ten show. |
| Payment problems | Payments that failed, cards held for a booking that could not be charged when you approved it, and disputed charges, the newest first, with the amount and what each was for. Shown on every plan; a payment leaves the list once it is paid, cancelled or the dispute is closed. The first ten show; the count covers all of them and appears in the sidebar. |
Who sees what#
- An Admin sees the whole practice: every session, request and client.
- A Member sees the clients assigned to them, and the sessions they may manage: those they hold and those of their clients.
To approve or decline a request, use Approve or Decline on it (see Plan and log sessions).
Verify it worked#
Open Today after sign-in. Your sessions for today and tomorrow show with their client and time, and a booking you approve leaves Booking requests and appears under its day.
Failure cases#
- An account that is not in a practice yet cannot open Today.