Sync your Google Calendar with the Tasks page. Each coach connects their own Google Cloud project. Setup guide

Set up your communication channels. Select which ones you want and we'll walk you through each one step by step.

Accept payments via Whop's embedded checkout. Create a Company API key at whop.com/developer and enter your Company ID and Access Pass ID below.

Your secret keys are stored securely and never exposed here.

Set how many months a reschedule credit is valid before it expires, based on who cancelled the session. Coach cancellations typically grant more time since it wasn't the client's fault.

When enabled, clients can only view messages you send. They cannot reply. You can override this per-client on their profile page.

Automatically suspend app access for clients whose payment is past due by a specified number of days. Suspended clients see a locked screen until payment is resolved. Applies to manual continuity and failed Stripe payments.

Save text snippets you frequently use in client conversations. Click the template icon in the chat composer to insert one.

Daily activity metrics on your Tasks page scoreboard. Streakable metrics reset if you miss a day. Edit labels, targets, or add your own.

Customize your focus and break durations. The standard Pomodoro is 25 minutes of focus, 5 minutes short break, 15 minutes long break (after every 4 sessions).

Revenue cards for Content and DMs change color if you haven't started by these times. Amber = gentle nudge. Red = you're running out of day.

Clears your revenue targets, recurring task templates, and tasks page preferences. This will re-launch the setup wizard so you can start fresh. Your existing task history and revenue logs are not affected.

Controls when your clients can submit their weekly check-in. The window opens the evening before their check-in day and closes the morning after.

Organize check-in review rows into groups. Assign categories to form fields in the form builder. Analytics rows have defaults but can be reassigned below.

Save text snippets you frequently use when reviewing check-ins. Click "Templates" in the review editor to insert one.

Configure how the save attempt flow behaves when a client wants to cancel.

Control how pauses work for your clients.

Scores all active clients nightly based on engagement signals (check-ins, app activity, messages, workouts, habits). Alerts you when a client is at risk of cancelling.

Template language to include in your client agreements. Uses {cancelEmail} for your cancel@ address, {coachName} for your name, {businessName} for your business.

Automated messages sent to clients after their cancellation is finalized. Day counts start from the official cancellation date (end of notice period).

Describe the exact person you help and the result you deliver. Used to personalise AI-generated content ideas, hooks, emails, and outreach suggestions across the CRM. The more specific, the sharper the output.

How many of each format you want by default when you click "Generate Ideas". You can override these per-generation on the Marketing page. Max 20 total.

Protect your account with a time-based one-time password (TOTP). You'll need an authenticator app like Google Authenticator, 1Password, or Authy.