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Clients. Sessions. Goals. Worksheets. Encrypted session notes. Group programs. Zoom integration. Stripe payments. Intake forms. Generated for any of 12 backend stacks.
Client
Coaching / therapy client with intake forms, goals, payment status, primary contact
Session
Scheduled session with type (1:1 / group), modality (video / in-person), duration, notes
Goal
Client goal with parent program, target date, progress check-ins, achieved status
Worksheet
Assignment between sessions — questions, attachments, due date, completed status
SessionNote
Coach private notes per session, optional client-shared summary, encrypted at rest
Program
Multi-week group / cohort program with curriculum, members, schedule, payment plan
Payment
Per-session or per-package payment with provider receipt, refund policy, sliding scale
IntakeForm
Versioned new-client questionnaire with consent, history, goals, emergency contact
Calendar booking widget — embeddable, picks coach availability, syncs to Google Calendar / iCal
Zoom integration — auto-create meeting on session-confirm, link in confirmation email + reminders
Intake form workflow — versioned questionnaire, e-signature on consent, completed before first session
Session note templates — SOAP / DAP / freeform, encrypted at rest, optional client summary
Goal tracking — between-session progress check-ins, milestone alerts, parent-program alignment
Worksheet assignment with due-date reminders, file upload, coach-review workflow
Group program management — cohort enrollment, weekly curriculum delivery, group session bookings
Payment orchestration — single session, package of N, monthly retainer, sliding-scale pricing
Stripe + Stripe Connect for sub-coach commission splits
Webhook outbound on session.scheduled / payment.received / program.completed for email / SMS / CRM integration
HIPAA: PHI-strict mode for therapist / mental-health use cases — BAA available, encrypted notes
GDPR: client-data retention with on-request erasure, special-category handling for health data
State licensing (US): per-state therapist license tracking with expiry, telehealth state-of-practice rules
PCI-DSS: payment processing via Stripe — no PAN persisted in your DB
You're currently using Calendly + Zoom + Google Drive + Stripe with manual stitching, paying $20–$50/month for each. The Coaching Platform Starter unifies booking + sessions + notes + payments + intake — your branding, your domain, no per-client seat fees.
You're shipping a coaching / therapy platform for a niche (executive coaching, sports performance, health coaching, mental wellness, addiction recovery). Coaching Platform Starter is your scaffold; you add the niche curriculum, AI-driven insights, or vertical compliance overlay.
You run a multi-therapist practice or telehealth network with 5–50 providers. The Coaching Platform Starter ships with sub-coach commission splits, per-therapist license tracking, and HIPAA-ready note encryption — replaces SimplePractice / Practice Better / Healthie at a flat one-time cost.
Single ($499). Bundle ($999) for any 5 starters. All-Access ($2,999) for every starter we ship, forever.