AI-Agents for Coaches in Request Intake

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Book Recurring Meetings

Reserve one time across a series of client sessions.

Get a recurring meeting that fits your calendar throughout the series. Your guests receive invitations, and you receive the confirmed schedule.

Works with4 tools
Send Signature Request

Send approved coaching agreements to the client signer.

Your client gets the agreement to sign, and you get the request link and send confirmation on the project.

Works with5 tools
Update Meeting Invitations

Keep client session invitations current after changing a video link.

Your guests get the current meeting invitation link when you change a scheduled video meeting, while uncertain matches come back to you for review.

Works with
Book Recurring Appointments

Hold a consistent time for client sessions across the series.

Give clients a clear schedule for repeat visits, while your scheduling owner handles dates that need a decision.

Works with
Confirm Client Appointments

Confirm coaching sessions and send clients their appointment time.

Your clients and staff get a confirmed appointment time and purpose when a booking request fits your service and staff calendar.

Works with
Find Local Call Times

Offer session times that fit each client's local schedule.

Offer customers call times that suit their local hours, with booking links from your meeting scheduler.

Works with6 tools
Resend Meeting Invitations

Resend the current coaching session invite to a client who asks.

Get the current invitation back to guests who report a missing invite or old video link, with a clear send result for you.

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