CoachMe feature database

Feature database

Plan by phase, role, surface, and working flow.

This turns the feature list into a static execution database. Review the product scope and each authored working flow, then follow the available technical-detail links when a feature is ready for build planning.

Scope summary: 78 total features · 50 Public V1 · 14 sections · 3 product surfaces

Authentication & Registration

Identity, provider login, client invitations, and secure onboarding entry points.

Coach login and registration

Phase: Public V1

Allow coaches to create and access accounts through common identity providers.

Working steps

1. Coach opens register or login.
2. Coach chooses a supported login provider such as email/password, Gmail/Google, Apple, or Telegram (conditional pending the OIDC spike).
3. System verifies the provider response, creates or loads the coach account, and routes the coach to the dashboard.

Flow: Open auth → Choose provider → Verify → Coach dashboard

Open technical detail

Client invitation link validation

Phase: Public V1

Ensure clients can register only from a valid onboarding invitation.

Working steps

1. Client opens the invitation link sent by the coach or system.
2. System validates that the link is active, unexpired, and belongs to the intended onboarding context.
3. After validation, client continues to registration using a supported provider.

Flow: Open link → Validate invite → Continue registration → Onboarding

Open technical detail

Client login and registration during onboarding

Phase: Public V1

Register clients as part of the fixed onboarding flow after invite validation.

Working steps

1. Client chooses a supported login provider such as email/password, Gmail/Google, Apple, or Telegram (conditional pending the OIDC spike).
2. System creates or loads the client account and links it to the coach relationship from the validated invitation.
3. Client continues to the questionnaire task, which can be completed immediately or skipped and answered later.

Flow: Choose provider → Create account → Link coach → Questionnaire task

Open technical detail

Extensible authentication providers

Phase: Public V1

Keep authentication flexible so more providers can be added later.

Working steps

1. System keeps provider-specific login logic behind a shared authentication interface.
2. Admin can enable or disable supported providers based on product and market needs.
3. Future providers can be added without redesigning onboarding flows.

Flow: Provider interface → Admin config → Add provider → Reuse flows

Open technical detail

Core Client Management

The client context coaches need before assigning training, nutrition, and feedback.

Detailed profiles

Phase: Public V1

Capture the baseline context a coach needs before assigning training or nutrition.

Working steps

1. Coach creates or invites a client and selects required profile fields.
2. Client completes personal info, goals, medical history, allergies, injuries, and dietary restrictions.
3. Coach reviews the profile, adds private notes, and confirms whether the client is ready for programming.

Flow: Invite → Client profile → Coach review → Ready to coach

Open technical detail

Body measurements and progress photo timeline

Phase: Public V1

Track visual and numeric progress over time.

Working steps

1. Coach defines which measurements are required and how often they should be submitted.
2. Client uploads measurements and progress photos from mobile.
3. System stores entries on a dated timeline for coach review and comparison.

Flow: Reminder → Client upload → Timeline → Coach feedback

Open technical detail

Customizable intake and check-in forms

Phase: Public V1

Provide one reusable form builder for onboarding questionnaires, scheduled check-ins, and future form-based workflows.

Working steps

1. Coach chooses the form purpose, such as onboarding questionnaire or weekly check-in.
2. Coach builds reusable templates with drag-and-drop components, reordered questions, required metrics, and reflection prompts.
3. System assigns or schedules the form for selected clients, then routes submissions to the coach inbox for review and feedback.

Flow: Choose form type → Build template → Assign or schedule → Review answers

Open technical detail

Automated onboarding workflow

Phase: Public V1

Keep onboarding predictable with one fixed first-run flow: register from invite, answer or skip the coach questionnaire, then resume it later if skipped.

Working steps

1. Coach sends an invitation linked to an onboarding questionnaire or workspace default.
2. Client opens a valid invitation link, registers with a supported provider, and receives the questionnaire task.
3. Client can submit the questionnaire during onboarding or skip it for now; skipped tasks remain pending for later completion.

Flow: Validate invite → Register → Questionnaire task → Submit or skip

Open technical detail

Client status tracking

Phase: Public V1

Make account state visible for operations and reporting.

Working steps

1. Coach or system assigns status such as active, paused, or trial.
2. Status controls visibility, reminders, billing eligibility, and dashboard grouping.
3. Coach can filter clients and review status history.

Flow: Status set → Rules applied → Filtered views → History

Private coach notes and journal

Phase: Public V1

Give coaches a basic private memory layer for context and decisions.

Working steps

1. Coach records internal notes after calls, check-ins, or plan changes.
2. Notes are timestamped and optionally linked to a client event.
3. Coach reviews the journal before giving feedback or changing the plan.

Flow: Observation → Private note → Event link → Future review

Goal setting with milestones and target dates

Phase: Public V1

Translate broad goals into measurable coaching targets.

Working steps

1. Coach and client define the main goal, metrics, milestones, and target dates.
2. System displays next milestones in coach and client views.
3. Progress updates automatically adjust completion state and alert the coach when targets drift.

Flow: Goal → Milestones → Tracking → Adjustment

Client tagging and segmentation

Phase: Post-V1

Group clients with system-defined filters after the core client list and review loop are stable.

Working steps

1. System provides a controlled list of supported segmentation filters based on client attributes, goals, and targets such as weight loss.
2. Client data from profile, questionnaire, progress, and plan setup determines which filters apply.
3. Coach uses the available filters to segment dashboards, client lists, broadcasts, and reports.

Flow: System filters → Client data → Coach filters → Segmented action

Coach Operating Workflow

Daily operational surfaces that tell coaches who needs attention first.

Coach task inbox

Phase: Public V1

Convert client activity into a prioritized daily work queue.

Working steps

1. System collects events such as missed check-ins, workouts needing review, and plateau alerts.
2. Coach opens the inbox and sorts by urgency, client, or type.
3. Coach resolves each item by reviewing, messaging, updating a plan, or dismissing with a reason.

Flow: Client event → Task created → Coach action → Resolved

Open technical detail

Client risk flags

Phase: Public V1

Surface clients who are likely to churn or stall before the coach misses the signal.

Working steps

1. System monitors adherence, missed logs, weight trends, and reply gaps.
2. Risk flags appear on the client profile and dashboard.
3. Coach reviews the reason, sends support, adjusts the plan, or marks the flag as handled.

Flow: Monitor data → Risk flag → Coach review → Intervention

Open technical detail

Priority view

Phase: Post-V1

Add a separate ranked-client surface after the Public V1 task inbox and deterministic risk signals are stable.

Working steps

1. System ranks clients by risk, overdue tasks, and recent activity.
2. Coach scans a single priority list at the start of the day.
3. Completed actions update the priority ranking automatically.

Flow: Rank clients → Daily review → Action → Re-rank

Open technical detail

Workout & Program Library

Training content, program creation, workout execution, and progression feedback.

Exercise library

Phase: Public V1

Use an external exercise content provider while letting coaches create and select their own custom exercises.

Working steps

1. System integrates with a selected external exercise provider through a backend adapter.
2. Coach can create custom exercises with metadata, an exercise type taxonomy selection, uploaded video, uploaded thumbnail, or a validated external video URL reference.
3. Exercise type options are ExerciseTaxonomyNode records with taxonomy_type = exercise_type, including provider-supplied values and CoachMe-reviewed custom taxonomy values.
4. Search results use approved provider thumbnails, coach-uploaded thumbnails, or CoachMe-owned placeholders.
5. Coach filters exercise search by exercise type taxonomy, all exercises, My Library, or Provider Library, and the UI clearly labels coach-owned versus third-party provider results.
6. If the provider does not support Arabic, system uses a translation/inference layer between Arabic and English exercise terms.

Flow: Open program builder → Filter library source → Create custom exercise → Add exercise

Open technical detail

Reusable program templates

Phase: Public V1

Avoid rebuilding common coaching plans from scratch.

Working steps

1. Coach creates a template for a goal or client type.
2. Coach copies the template to a client and adjusts details.
3. Client receives the assigned version without changing the master template.

Flow: Template → Assign copy → Customize → Publish

Drag-and-drop program builder

Phase: Public V1

Build a coach-edited, week-by-week program calendar for the selected duration.

Working steps

1. Coach sets a duration of up to 8 weeks and chooses the training days per week.
2. System generates the full week-by-week calendar, showing up to four weeks at a time with vertical scroll.
3. Coach selects any calendar day and edits its workout content independently, adding muscle-group sections and provider or coach-created exercises.
4. Coach can delete a day workout or duplicate it to the same day across all weeks, even weeks, odd weeks, or the next week only.
5. Coach reorders exercises within each day, reviews the full calendar, and saves or publishes the program.

Flow: Set duration and days → Generate calendar → Edit selected day → Duplicate or reorder → Review and save

Open technical detail

Supersets and drop sets

Phase: Public V1

Support common training methods beyond simple straight sets.

Working steps

1. Coach groups exercises into supersets or configures drop-set instructions.
2. Client sees grouped execution steps in the workout player.
3. Logs capture each part of the set so coach review remains clear.

Flow: Configure method → Client executes → Log details → Review

External resource links

Phase: Public V1

Attach supporting material without rebuilding it inside the app.

Working steps

1. Coach adds YouTube, PDF, Google Drive, or other resource URLs to programs or clients.
2. Client opens the resource from the assigned plan or education area.

Flow: Attach link → Client opens

Admin PDF-to-template generation skill

Phase: Public V1

Let system admins convert legacy PDF programs into structured reusable templates.

Working steps

1. System admin uploads or receives a PDF program that should become a structured template.
2. The admin skill extracts weeks, days, exercises, sets, reps, notes, and other program details into a draft template.
3. System admin reviews, corrects, and publishes the generated template for coaches to use.

Flow: Upload PDF → Generate draft → Admin review → Publish template

Workout logging

Phase: Public V1

Capture what the trainee actually completed.

Working steps

1. Client starts the assigned workout from the Today view.
2. Client logs sets, reps, weight, completion, and notes.
3. Coach reviews completion and performance from the client timeline or inbox.

Flow: Start workout → Log sets → Submit → Coach review

Personal record tracking

Phase: Public V1

Highlight strength progress and useful performance history.

Working steps

1. System compares logged lifts against previous bests.
2. Client sees PR feedback after workout submission.
3. Coach reviews PR history by exercise when adjusting programs.

Flow: Log lift → Compare → PR detected → Program decision

RPE/RIR tracking

Phase: Public V1

Measure effort quality instead of relying only on weight and reps.

Working steps

1. Coach enables RPE or RIR per exercise, block, or program.
2. Client records perceived effort during logging.
3. Coach uses effort trends to increase load, reduce fatigue, or adjust volume.

Flow: Enable effort metric → Client rates → Trend review → Adjust load

Alternative exercises by equipment availability

Phase: Public V1

Let coaches define acceptable exercise substitutions while building a program.

Working steps

1. While building the program, coach adds an exercise to a workout day.
2. Coach optionally selects one or more alternative exercises for that specific exercise based on equipment availability.
3. Client sees the approved alternatives during workout execution when a substitution is needed.

Flow: Add exercise → Set alternatives → Client substitutes → Log performed exercise

Program adaptation

Phase: Post-V1

Adjust plans based on performance, adherence, and constraints after the manual coaching loop is stable.

Working steps

1. System summarizes recent workout performance, effort, missed sessions, and equipment issues.
2. Coach receives suggested adjustments or manually adapts the program.
3. Client receives updated programming with a clear effective date.

Flow: Analyze logs → Suggest change → Coach approves → Client update

Coach Templates & Automation

Reusable setup assets that help coaches move faster without losing personalization.

Reusable nutrition templates

Phase: Public V1

Speed up nutrition setup while preserving personalization.

Working steps

1. Coach creates templates for macro targets, meal structure, or supplement schedules.
2. Coach assigns a template based on client goal and adjusts values.
3. Client sees the active nutrition plan in the mobile app.

Flow: Create template → Assign → Personalize → Client follows

Client-Facing Mobile Experience

The daily execution layer for trainees on mobile.

Today view

Phase: Public V1

Give the trainee one place to execute the day.

Working steps

1. System gathers today's workout, meals, check-ins, and reminders.
2. Client opens the app and sees the ordered daily plan.
3. Completed items update adherence and coach dashboards.

Flow: Daily plan → Client action → Completion → Adherence update

Open technical detail

Quick-log buttons

Phase: Public V1

Reduce friction for daily task completion across meals, workouts, check-ins, steps, and similar items.

Working steps

1. Client sees daily tasks from the Today view.
2. Meals can be checked individually or all at once from the meals screen.
3. Workouts can be checked by set or all at once, with weight values entered where the exercise requires weight.

Flow: Daily tasks → Open task → Tick items → Record values

Open technical detail

Offline workout mode

Phase: Public V1

Let clients train in gyms with weak signal.

Working steps

1. App downloads assigned workout data before training.
2. Client logs workout offline.
3. App syncs changes when connection returns and resolves conflicts if needed.

Flow: Download → Log offline → Reconnect → Sync

Dark mode and accessibility

Phase: Public V1

Make the product usable in different environments and for more users.

Working steps

1. Design system defines color contrast, text sizes, focus states, and dark theme tokens.
2. User chooses theme or follows device settings.
3. All key flows are tested for readability, touch targets, and screen-reader labels.

Flow: Design tokens → User preference → Accessible UI → QA

Localization & Internationalization

Arabic/English, RTL, locale formatting, and future language readiness.

Arabic and English language support

Phase: Public V1

Launch with Arabic and English while keeping language expansion possible.

Working steps

1. Define supported locales, translation ownership, and fallback behavior.
2. Store product copy as translation keys and translate product UI, notifications, emails, forms, and default templates.
3. Test both languages across onboarding, coaching, logging, and reporting flows.

Flow: Locale setup → Translation keys → Translate → Test flows

Full RTL support across web and mobile

Phase: Public V1

Make Arabic feel native and prevent layout issues across major product flows.

Working steps

1. Use direction-aware components and avoid hardcoded left/right layout assumptions.
2. Apply RTL at app shell and component levels, including spacing, alignment, navigation, and icons.
3. Review all major screens with real Arabic and mixed Arabic/English content.

Flow: Component rules → Apply direction → Mixed content QA → Fix issues

Locale-aware formatting

Phase: Public V1

Show dates, numbers, units, currency, and measurements correctly per user.

Working steps

1. Store canonical data values in the backend.
2. Format values at display time using the user's locale and preferences.
3. Allow unit preferences where coaching context requires it.

Flow: Store canonical → Read locale → Format display → Respect units

Translation-ready content architecture

Phase: Public V1

Add future languages without rewriting the app.

Working steps

1. Keep all UI copy, notification copy, and template copy externalized.
2. Add QA checks for missing translation keys.
3. Support language packs for future LTR and RTL languages.

Flow: Externalize copy → Validate keys → Add language pack → QA

User language preference

Phase: Public V1

Let each user control their own app language.

Working steps

1. System detects device or browser language during first use.
2. User can override language in profile settings.
3. Preference applies consistently across web, mobile, notifications, and emails.

Flow: Detect → User override → Persist → Apply everywhere

Trainee Motivation & Retention

Client-facing feedback loops that make progress visible and motivating.

Personal journey timeline

Phase: Public V1

Show the client's progress as a visible story.

Working steps

1. System gathers milestones, photos, measurements, workouts, PRs, and check-ins.
2. Client views the timeline in chronological order.
3. Coach uses the timeline during reviews and recap messages.

Flow: Collect events → Timeline → Review → Reflect

Weekly recap

Phase: Public V1

Summarize progress and adherence at a useful rhythm.

Working steps

1. System aggregates workouts, nutrition adherence, measurements, progress, and missed items.
2. Client receives a readable weekly summary.
3. Coach can review or add comments before sending for higher-touch clients.

Flow: Aggregate → Draft recap → Coach comment → Client reads

Next milestone card

Phase: Public V1

Keep the next target visible without overwhelming the client.

Working steps

1. Coach defines the next milestone from the client's goals.
2. Mobile app displays the milestone with progress status.
3. System updates the card when the milestone is reached or revised.

Flow: Set milestone → Display → Track progress → Complete or revise

Goal visualization

Phase: Public V1

Make long-term goals easier to understand and revisit.

Working steps

1. Coach and client define visual targets such as weight range, strength target, body measurements, or event date.
2. System displays progress using charts, timelines, or completion states.
3. Goal view is used during check-ins to discuss whether the plan still fits.

Flow: Define target → Visualize → Check progress → Reassess

Nutrition & Meal Planning

Meal plans, macro targets, recipes, supplements, and swap requests.

Comprehensive food database

Phase: Post-V1

Enable detailed food logging when strict nutrition tracking is needed.

Working steps

1. Choose a provider such as USDA, Open Food Facts, or Nutritionix.
2. Client searches, scans, or selects foods while logging meals.
3. System calculates nutrition totals and stores the meal history.

Flow: Provider → Food search → Log meal → Nutrition totals

Macro and micronutrient tracking

Phase: Public V1

Track targets based on client goals.

Working steps

1. Coach sets protein, carbohydrate, fat, and optional micronutrient targets.
2. Client logs meals or marks planned meals as completed.
3. System compares intake against targets and shows coach/client progress.

Flow: Set targets → Log intake → Compare → Feedback

Meal plan builder

Phase: Public V1

Let coaches provide structured meal guidance.

Working steps

1. Coach builds meals with recipes, portion sizes, and schedule.
2. Client sees meal plan by day or meal time.
3. Client marks meals done, requests swaps, or logs deviations.

Flow: Build plan → Assign → Client follows → Review adherence

Supplement schedule and reminders

Phase: Public V1

Support supplement adherence where relevant.

Working steps

1. Coach creates supplement items with dose, timing, and instructions.
2. Client receives reminders and marks completion.
3. Coach sees adherence or missed supplement patterns.

Flow: Create schedule → Reminder → Client confirms → Coach review

Meal swap requests

Phase: Public V1

Let clients request meal changes without the system auto-suggesting replacements.

Working steps

1. Client requests a meal swap from the active meal plan and can add a reason or note.
2. Coach sees the request in the client context or task inbox.
3. Coach resolves the request by marking it solved, messaging the client, or updating the meal plan.

Flow: Client requests → Coach reviews → Update plan or reply → Mark solved

Recipe library with dietary filters

Phase: Public V1

Reuse recipes across meal plans and client needs.

Working steps

1. Coach or admin creates recipes with ingredients, portions, tags, and nutrition.
2. Coach filters by diet such as keto, vegan, or gluten-free.
3. Recipe is added to meal plans or shared as education.

Flow: Create recipe → Tag → Filter → Assign

Water intake tracking

Phase: Post-V1

Track hydration as a simple daily metric after the nutrition baseline is stable.

Working steps

1. Coach sets daily water target when relevant.
2. Client logs water through quick actions.
3. System shows daily completion and streaks.

Flow: Set target → Quick log → Progress → Streak

Gamification & Point System

V1 candidate motivation mechanics once the core coaching loop is stable.

Configurable point values

Phase: Post-V1

Let coaches decide which supported actions should be rewarded.

Working steps

1. Coach sets points for workouts, meals, check-ins, or other supported actions.
2. Client earns points when actions are completed.
3. Coach reviews point rules and adjusts them for fairness.

Flow: Define rules → Client completes → Award points → Review

Streak tracking and rewards

Phase: Post-V1

Encourage consistency over time.

Working steps

1. System tracks consecutive completions for selected plan actions.
2. Client sees streak status and reward thresholds.
3. Coach can celebrate streaks or reset when rules require it.

Flow: Track streak → Show progress → Reward → Coach celebrate

Badges and achievements

Phase: Post-V1

Recognize meaningful milestones.

Working steps

1. Coach or system defines achievements such as 30-day streak, goal weight, or PR club.
2. System awards badges when criteria are met.
3. Client sees badges on profile and journey timeline.

Flow: Criteria → Detect → Award → Display

Leaderboards

Phase: Post-V1

Support competition when clients opt in.

Working steps

1. Coach creates leaderboard rules and participant groups.
2. Clients opt in and choose privacy preferences.
3. System ranks participants by selected timeframe and metric.

Flow: Create board → Opt in → Rank → Display

Tiered levels

Phase: Post-V1

Give long-running participation a visible progression model.

Working steps

1. System defines bronze, silver, gold, or custom levels.
2. Client advances by earning points or completing milestones.
3. Levels appear in profile, recaps, and leaderboards.

Flow: Level rules → Earn progress → Advance → Display

Redemption store

Phase: Post-V1

Allow points to be exchanged for coaching-related rewards.

Working steps

1. Coach defines rewards such as discounts, sessions, or merchandise.
2. Client redeems points for available rewards.
3. Coach approves fulfillment and inventory is updated.

Flow: Create rewards → Redeem → Approve → Fulfill

Gamification privacy controls

Phase: Post-V1

Keep competition optional and consent-based when leaderboards or challenges are enabled.

Working steps

1. Client selects whether they appear in leaderboards or public challenge views.
2. System anonymizes or hides users based on preferences.
3. Coach can only include clients who meet privacy rules.

Flow: Set privacy → Apply rules → Display safely → Audit

Coach-defined custom challenges

Phase: Post-V1

Let coaches run branded, time-bound challenges that match their audience.

Working steps

1. Coach creates challenge name, dates, goals, tasks, scoring, rewards, and eligible clients.
2. Clients join and complete challenge actions.
3. System reports participation, winners, and adherence impact.

Flow: Design challenge → Invite → Complete tasks → Report

Communication & Engagement

Messaging, voice, attachments, and notifications inside the coaching relationship.

In-app messaging with read receipts

Phase: Public V1

Keep coaching communication inside the product.

Working steps

1. Coach or client sends a message inside the conversation thread.
2. Recipient receives in-app and push notification based on settings.
3. Read receipts and timestamps help coach manage follow-up.

Flow: Send → Notify → Read → Follow up

Voice notes

Phase: Public V1

Support richer audio feedback without adding video messaging as a separate feature.

Working steps

1. User records a voice note from the message thread.
2. System uploads, compresses when needed, and attaches the voice note to the conversation.
3. Recipient plays the voice note and can reply with text, voice, or supported attachments.

Flow: Record voice → Compress/upload → Attach → Reply

Photo, video, and form attachments

Phase: Public V1

Allow clients and coaches to share media and forms inside communication threads.

Working steps

1. User attaches a photo, compressed video, document, or form response to a message.
2. System compresses media files before upload using a WhatsApp-like approach to reduce size while keeping usable quality.
3. Coach reviews attachments in the message thread or relevant client area.

Flow: Attach → Compress media → Store → Review

Push notifications

Phase: Public V1

Prompt timely action without relying on manual reminders.

Working steps

1. System schedules notifications for workouts, meals, check-ins, and coach messages.
2. Client receives relevant reminders based on preferences and timezone.
3. Notification taps open the exact task or conversation.

Flow: Schedule → Deliver → Open task → Complete

Progress Tracking & Analytics

Progress signals for clients, coaches, and future business intelligence.

Visual progress charts

Phase: Public V1

Turn measurements and performance into readable trends.

Working steps

1. System collects weight, measurements, strength, and body composition entries.
2. Charts display trends over selected timeframes.
3. Coach uses charts during check-ins and plan reviews.

Flow: Collect data → Chart → Interpret → Adjust

Progress photo comparison

Phase: Public V1

Make visual progress easier to evaluate.

Working steps

1. Client uploads standardized progress photos.
2. Coach or client selects two dates for side-by-side comparison.
3. Timeline scrubbing helps review changes across time.

Flow: Upload → Select dates → Compare → Discuss

Adherence scoring

Phase: Public V1

Measure how closely the client follows the plan.

Working steps

1. System tracks completion of workouts, meals, and check-ins.
2. Adherence score is calculated by period and category.
3. Coach uses score changes to identify barriers or adjust expectations.

Flow: Track completion → Calculate → Display → Coach action

Trend detection and proactive alerts

Phase: Post-V1

Notify coaches when progress or behavior changes need attention after deterministic risk flags are stable.

Working steps

1. System detects stalls, regressions, or adherence drops.
2. Alert appears in the task inbox and client profile.
3. Coach investigates and records the action taken.

Flow: Detect trend → Create alert → Coach investigates → Resolve

Strength progression graphs

Phase: Public V1

Show performance changes per exercise.

Working steps

1. System aggregates exercise logs over time.
2. Graph shows load, reps, volume, PRs, and effort where available.
3. Coach uses the graph to decide progression or deload.

Flow: Aggregate logs → Graph → Review → Program decision

Volume and intensity tracking

Phase: Post-V1

Help coaches manage training load after basic workout history and strength progression are stable.

Working steps

1. System calculates volume and intensity from logged workouts.
2. Coach reviews load by week, exercise, muscle group, or phase.
3. Plan changes are made when load is too high, too low, or poorly distributed.

Flow: Calculate load → Segment → Review → Adjust

Coach business dashboard

Phase: Post-V1

Track the health of the coaching business after payment and revenue data exists.

Working steps

1. System aggregates active clients, revenue, retention, and churn risk.
2. Coach views trends and client segments.
3. Coach uses the dashboard to prioritize retention, sales, or operational changes.

Flow: Aggregate business data → Dashboard → Identify issue → Action

Program effectiveness analytics

Phase: Post-V1

Understand which programs work best for which clients after the core coaching loop has enough data.

Working steps

1. System links program templates to adherence, progress, and client outcomes.
2. Coach compares programs by goal, client segment, and duration.
3. Insights guide template improvements.

Flow: Link outcomes → Compare → Find patterns → Improve template

Payments & Business Operations

Commercial workflows that can follow after the coaching product works.

Subscription billing

Phase: Post-V1

Track monthly coaching subscriptions across online and offline payment methods.

Working steps

1. Coach defines subscription plans and billing periods.
2. Client can pay through enabled online methods later, or coach records cash/bank transfer payments with receipt attachment.
3. System links receipts to subscription periods and tracks active, failed, canceled, and past-due subscriptions.

Flow: Create plan → Record payment → Attach receipt → Track status

Package deals

Phase: Post-V1

Sell fixed coaching or session bundles.

Working steps

1. Coach creates packages such as 10 sessions or 12-week coaching.
2. Client purchases or is assigned a package.
3. System decrements usage or tracks package duration.

Flow: Create package → Sell or assign → Track usage → Renew

Invoicing and receipts

Phase: Post-V1

Support formal business records.

Working steps

1. Coach generates invoice from plan, package, or custom charge.
2. Client receives invoice and payment instructions.
3. System stores receipt and invoice history.

Flow: Generate → Send → Pay → Store

Revenue reporting

Phase: Post-V1

Show income trends and business performance once payment records are available.

Working steps

1. System aggregates payments by period, product, and client.
2. Coach reviews revenue, outstanding balances, and growth.
3. Reports inform pricing, retention, and sales decisions.

Flow: Aggregate → Report → Analyze → Decision

Affiliate and referral system

Phase: Post-V1

Reward client or partner referrals after the core paid coaching product is stable.

Working steps

1. System creates referral links or codes.
2. New leads or clients are attributed to a referrer.
3. Credits or rewards are applied based on rules.

Flow: Create code → Referral signs up → Attribute → Reward

Currency support

Phase: Post-V1

Support currencies across payments, receipts, invoices, and revenue reporting.

Working steps

1. System stores a currency for each payment, package, subscription, invoice, and receipt.
2. Coach selects or inherits the relevant currency based on business settings.
3. Revenue reports display currency-aware totals and avoid mixing values without clear conversion rules.

Flow: Set currency → Record transaction → Issue receipt → Report totals

Integrations

External systems that add value after the owned experience is stable.

Wearables

Phase: Post-V1

Import health, activity, and lightweight watch actions after the core mobile app is stable.

Working steps

1. Client connects Apple Health, Google Fit, Apple Watch, or Wear OS where supported.
2. System imports approved data such as steps, weight, sleep, heart rate, set completion, or reminders.
3. Coach views wearable data alongside adherence and progress.

Flow: Connect → Authorize → Import → Review

Email integration

Phase: Post-V1

Support communication and business workflows outside the app.

Working steps

1. Coach connects Gmail or Outlook.
2. System syncs relevant client communication or sends app emails through the account.
3. Coach sees communication history where permitted.

Flow: Connect → Authorize → Sync or send → History

Calendar sync

Phase: Post-V1

Keep sessions, check-ins, and reminders aligned with user calendars.

Working steps

1. Coach or client connects a calendar provider.
2. Scheduled sessions and reminders are synced.
3. Changes in either system update the appointment status.

Flow: Connect calendar → Sync events → Update → Notify

Zoom and video conferencing

Phase: Post-V1

Connect scheduled coaching calls to the app workflow.

Working steps

1. Coach schedules a call in the app or adds a Zoom or Google Meet link to a session or message.
2. System creates or stores the meeting link.
3. Client joins from appointment details and post-call notes or follow-up tasks are saved.

Flow: Schedule → Create link → Join → Save notes

Cloud storage

Phase: Post-V1

Attach large or existing files from external storage.

Working steps

1. Coach connects Google Drive or Dropbox.
2. Coach selects files to attach to programs, resources, or clients.
3. System stores permissions and keeps links accessible to allowed users.

Flow: Connect storage → Select file → Attach → Access control