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Coaching

Give each client a private space for notes and session dates, scoped so clients never see each other.

  • Clients with email for login
  • Sessions / Notes related to Client
  • Data Restriction on Sessions/Notes
  1. Client home List of their sessions/notes
  2. Details for session notes / homework
  3. Calendar of upcoming sessions (optional)
  4. Coach/admin role with the full client list
  1. Private apps
  2. Data Restriction
  3. Calendar view
  4. Roles and navigation
  5. View as any user
  • Missing Data Restriction (clients see each other)
  • Coach and client sharing the same navigation
  • Testing only with View as
  1. Log in as Client A; confirm only A sessions/notes.
  2. Log in as Client B; confirm isolation.
  3. Coach role can still see all clients.