Section
Planning
Your day-to-day operations — calendar and appointments, tasks, a public booking page, and meeting transcripts.
The Planning area is where you run the operational side of coaching:
- Calendar — your appointments and sessions in one view.
- Tasks — your to-do list and client tasks, with Kanban and List views.
- Booking — a public page where clients and leads self-schedule with you.
- Transcripts — records of your meetings and calls.
Detailed guides for each are coming soon.