Coach Partnership

Your dashboard

Clients

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Billing & Seats

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Client Insights

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Add session note

Your raw notes are encrypted and only visible to you. Marcus sees only an AI-generated coaching summary.

Session date

Session number (optional)

Session notes

◆ A coaching-lens summary will be generated automatically and shared with Marcus. Your raw notes stay private.

Invite a client

They'll receive an email with a link to set up their account and connect it to your coaching engagement.

Client email

Client name (optional)

Engagement type

Mid-engagement client

Skip the discovery arc — Marcus opens in working mode

Invite link (email failed — copy and send manually)

Manage client

Update this client's engagement status or dates.

Status

Engagement start (optional)

Engagement end (optional)