Coach Guide
Your comprehensive guide to helping clients achieve their goals, build better habits, and transform their lives through coaching.
Table of Contents
Generative AI is experimental.
Getting Started as a Coach
Becoming a Coach on SelfOS
Create your SelfOS account
Sign up at selfos.club if you don't have an account yet
Upgrade to Coach account
Navigate to Settings and select 'Become a Coach'
Complete coach verification
Provide credentials, certifications, and professional background
Set up your coach profile
Add your bio, expertise areas, and coaching approach
Start accepting clients
Activate your profile and begin your coaching journey!
Who Can Become a Coach?
SelfOS welcomes qualified coaches with:
Setting Up Your Coach Profile
Your coach profile is your professional showcase. It's how clients discover you and decide whether you're the right fit for their goals.
Professional Bio
Share your story, approach, and what makes you unique as a coach
Expertise Areas
List your specialties: fitness, mindfulness, productivity, etc.
Credentials
Display certifications, degrees, and professional achievements
Pricing Tiers
Set your rates for different coaching packages and services
Profile Optimization Tips:
Coach Dashboard Overview
Your coach dashboard is mission control for managing all aspects of your coaching practice.
Active Clients
Quick overview of all clients, their progress, and next sessions
Schedule
View upcoming sessions, manage bookings, and availability
Analytics
Track client outcomes, engagement, and your coaching impact
Revenue
Monitor earnings, pending payments, and financial insights
Managing Clients
Client Management Features
Stay organized and provide exceptional service with powerful client management tools.
Onboarding New Clients
Client sends request
Receive inquiries through your profile or direct invitations
Review client information
Check their goals, habits, and what they're looking for
Schedule discovery call
Book an initial consultation to assess fit
Create coaching plan
Set goals, milestones, and session frequency
Begin coaching
Start tracking progress and guiding your client!
For Each Client You Can:
See habits, goals, and daily tracking
Direct chat for guidance and support
Recommend specific habits and routines
Create milestones and track achievements
Coaching Sessions
Manage and track all your coaching sessions in one place. Schedule appointments, view upcoming sessions, and maintain session history with clients.
Session Management
Schedule, reschedule, and cancel sessions. Set recurring appointments and manage your availability calendar.
Session Notes
Document key takeaways, action items, and client progress after each session for future reference.
Effective Session Structure:
Video Calls
Conduct professional video coaching sessions directly within SelfOS. No need for external video conferencing tools.
Powered by Jitsi Meet & AI
Enterprise-grade video conferencing with automatic recording and AI-powered transcription for easy session review.
Auto-Recording
With consent toggle
AI Transcription
Searchable notes
Secure & Private
End-to-end encrypted
HD Video
High-quality video calls with screen sharing
Live Chat
In-call messaging and file sharing
Recording
Optional session recording (with permission)
Video Call Features:
Products & Offerings
Create and manage your coaching products - from individual sessions to comprehensive packages and courses.
Session Packages
Bundle multiple sessions at discounted rates
Coaching Programs
Create structured multi-week programs
Product Types:
One-time coaching calls or consultations
Multi-session bundles (e.g., 5-pack, 10-pack)
Complete programs with sessions, materials, and support
Monthly or annual ongoing coaching access
Vouchers & Discounts
Create promotional vouchers and discount codes to attract new clients and reward loyal ones.
Discount Codes
Create percentage or fixed-amount discounts for any product or service.
Gift Vouchers
Issue gift certificates that clients can purchase for others.
Voucher Features:
Client Progress Tracking
Monitor client progress with detailed analytics and insights.
Track and Analyze:
Client Communication
Stay connected with clients through multiple communication channels.
Direct Messaging
Real-time chat for quick questions and daily support
Smart Notifications
Get alerts when clients need attention or reach milestones
Communication Best Practices:
Custom Branding
Make your coaching practice stand out with custom branding options.
Brand Colors
Customize your dashboard and client portal with your brand colors
Logo & Assets
Add your logo to session materials and client communications
Branding Opportunities:
Business Growth & Revenue
Track your revenue, manage payouts, and grow your coaching practice with comprehensive business tools.
Analytics
Track client metrics, revenue, and business growth
Payouts
Manage earnings and payment schedules
Marketplace
List your services in the coach marketplace
Growth Strategies
Coach Subscription
Manage your coach subscription to access advanced features and grow your practice.
Subscription Tiers
Choose from different subscription levels based on your coaching volume and feature needs.
Premium Features
Access advanced analytics, video recording, custom branding, and priority support.
Coach Subscription Benefits:
Best Practices for Success
Set Clear Expectations
Define session frequency, communication norms, and client responsibilities upfront.
Document Everything
Keep detailed session notes, track progress, and maintain clear records.
Celebrate Small Wins
Acknowledge every step forward. Positive reinforcement drives lasting change.
Stay Current
Continuously learn new coaching techniques and stay updated on best practices.
Practice Active Listening
Truly hear what clients are saying—and what they're not saying.
Maintain Boundaries
Professional boundaries protect both you and your clients.
Ask for Feedback
Regular check-ins on coaching effectiveness help you improve and show you care.
Focus on Accountability
Help clients follow through on commitments with regular check-ins.
Ready to Start Coaching?
You have all the tools you need to make a real difference in people's lives.
Go to Coach Dashboard