Coaching
Build this
Section titled “Build this”Give each client a private space for notes and session dates, scoped so clients never see each other.
Notion setup
Section titled “Notion setup”- Clients with email for login
- Sessions / Notes related to Client
- Data Restriction on Sessions/Notes
Screens to add
Section titled “Screens to add”- Client home List of their sessions/notes
- Details for session notes / homework
- Calendar of upcoming sessions (optional)
- Coach/admin role with the full client list
Build path (15–30 minutes)
Section titled “Build path (15–30 minutes)”Optional upgrades
Section titled “Optional upgrades”- Reminders before sessions — Automation
- File homework uploads — File upload
Common pitfalls
Section titled “Common pitfalls”- Missing Data Restriction (clients see each other)
- Coach and client sharing the same navigation
- Testing only with View as
Verify
Section titled “Verify”- Log in as Client A; confirm only A sessions/notes.
- Log in as Client B; confirm isolation.
- Coach role can still see all clients.