Clients

Clients is your contact list — everyone you coach. Open the Contacts surface to add people, organise them by lifecycle, and jump into a full profile for each.

The contact list

1. Add a contact

   Create a contact with their name, email, and phone. Invited clients get their own app login.

2. Organise by lifecycle

   Each contact carries a lifecycle phase — Lead, Active, At-risk, Dormant, or Churned — and a stage, so you can sort, filter, and focus on who needs attention.

The client profile (tabs)

Open a contact to get a tabbed profile that pulls their whole relationship into one place:

• Overview — the at-a-glance CRM view: details, lifecycle, activity timeline.
• Intelligence — coaching signals and summaries (coach view).
• Check-ins — their assigned forms and submissions.
• Conversations — message history.
• Habits — the habits they're building and their completion.
• Progress — metrics and progress over time.
• Feature Control — toggle which client-facing modules they see.