A client app for coaches & consultants, built from one paragraph
For business coaches, life coaches and independent consultants. Describe what your clients should see and do; AI builds the app on your CRM's own data and shows it to you live. Copy the prompt below, change the details, and build.
The prompt
Build a client portal for my coaching practice: the client's next session with a join link, their goals and action items as a custom object they can tick off, session notes I share, my course library, and their invoices.
The screens it builds
- Next session with join link
- Goals and action items (custom object)
- Shared session notes
- Course library
- Contracts and invoices
- Message the coach
The CRM data behind it
Appointments, a Goals custom object, documents and contracts, courses, invoices. If something you track is not in the CRM yet, add it as a custom field or custom object first — the app can show it the moment it exists.
Questions
What should a client app for coaches & consultants include?
For business coaches, life coaches and independent consultants: Next session with join link; Goals and action items (custom object); Shared session notes; Course library; Contracts and invoices; Message the coach. Start there and change anything by describing it.
Which CRM data does it use?
Appointments, a Goals custom object, documents and contracts, courses, invoices. Each client sees only their own records, and nothing is copied out of the CRM.
How long does it take?
The first build runs in the background after you describe it; you watch it reach a live preview, answer any questions it asks, and publish when you are happy.