Coaches sign in to their console. Clients do not sign in at all — and that is deliberate.
Your client list, their progress, your branding and your method. The same login you have used since setup — nothing has changed.
Forgotten your password? Send us a note and we will reset it the same day.
Your planner opens from the private link your coach sent you. There is no account, no password and nothing to install — that link is the whole thing, and it works from any device, all quarter.
Your coach can also issue a fresh link if the old one was forwarded to someone who should not have it.
Because every account a client has to create is a password reset the night before planning day, and pre-work not coming back is the exact problem the product exists to solve. The private link is the account — and it means onboarding a new client is one paste, not an invitation flow.
The link is long and unguessable, and it is the only way in. The risk is a link being forwarded rather than guessed — which is why every coach can issue a new one from their console at any time, which kills the old link immediately without touching the plan. Full detail on the security page.
Named seats with per-person permissions are on the roadmap, and fractional executives are the ones pushing hardest for them. If that is a requirement for you, say so on a demo — founding partners set the build order.
Then there is nothing here for you to sign into. Book a demo and we will show you the product, or read the pricing first.
Fifteen minutes with the real product, and a straight answer on whether it fits your practice.
White-label quarterly planning software for business coaches. Your methodology, your brand, your clients — as software they will actually finish.
A Caliber Technology Group × DiamondBack Advertising venture.