Revision #1458

'''This page is for Loopa Coaches.''' It walks through the '''Coaching''' screens in the Loopa app: your clients, what they have shared with you, and everything you can send them. If you are a member looking for your own coach, see [[loopa-coach|Loopa Coach]].

The same work can be done in a browser, in the coach portal at loopa.mobieus.io. Money, statements and your rate are under Workspaces; see [[workspaces|Workspaces]].

''Coaching is general wellness guidance, not medical advice.''

== Where it is ==

* '''Coach tab''', in '''Coaching''', tap '''Your clients'''.
* '''You tab''', in the '''Coaching''' section, tap '''Coaching'''. The caption tells you where you are: "Read and accept the agreement", "Verify your identity to take clients", or how many clients you have ("3 clients, their notes and plans").

Both are there only on a coach account. Anyone else sees "Not a coach", "This account does not have a coaching space." if they reach it by a link.

== Before your first client ==

=== Agreement ===

The coach agreement, as numbered clauses. Read it and tap '''I agree'''. The screen then says "Accepted, version" and the version. It stays under '''Agreement''' ("What you signed up to") on the Coaching screen.

=== Verify your identity ===

'''Why this is required''': "Your clients hand you their health data on the strength of a name. Before you can take a client, a person at Mobieus checks a government ID and a liveness video." Mobieus covers the cost while you are a coach.

Tap '''Start verification'''. "This opens in your browser. Come back here when you are done." Then tap '''I have finished. Check again'''. When it has gone through: "Verified. You can take clients." and '''Continue'''.

== The Coaching screen ==

'''Today''' tiles: '''Clients''', '''Needs attention''', '''Not sharing yet''', '''Plans awaiting''' (tap it when it is above zero to see who has a plan waiting) and '''Broadcasts left'''.

Rows:

* '''Clients''': "Nobody has joined through your link yet", or "8 clients · 2 quiet".
* '''Post to your space''': "None left today", "1 left today" or "2 left today".
* '''Your invite link''': "The link that makes somebody your client".
* '''Your community''', your forum, if you have one.
* '''Agreement''': "What you signed up to".

== Clients ==

'''Search your clients''' filters by name. The chips are '''All''', '''Needs attention''', '''Not sharing yet''' and '''Plan offered'''.

Each row says how fresh their logging is: "Logged today", "Quiet for 4 days", "Not sharing yet", "Sharing · nothing logged yet" or "Sharing". A client counts as quiet after a few days with nothing logged.

Swipe a row for '''Send''' (a note to them) or '''Note''' (a private note for you).

With nobody yet: '''No clients yet''', "Anybody who joins Loopa through your invite link becomes one of your clients. Your link is on the Coaching screen." A search with no match says "Nobody matches that search."; an empty chip says "Nobody is in that group right now."

== One client ==

Tap a client to see a card for each thing they share with you, and nothing for what they do not. If they share nothing: "''Name'' has not shared anything yet", with "That is their choice to make and it is not a step you can complete for them. Asking somebody to switch something on as a condition of coaching them is against the agreement you signed."

'''Opening this screen records a read''' against each item on it, in your client's own "Who looked, and when" list. "''Name'' can switch any of them off at any moment, and doing so closes the history too."

If they have left you: "Not on your roster", "This person is not one of your clients any more."

The actions on a client:

* '''Shared with you''': "What ''name'' chose to show you".
* '''Measurements''' and '''Progress photos''', only when they share them.
* '''Recommend training''': "A routine you wrote. They decide."
* '''Cycle calendar''': "Dose days and their strongest and roughest days, as markers".
* '''Send a note''': "Up to 3 a day".
* '''Recommend a food''': "Arrives with its numbers, ready to log".
* '''Offer a meal plan''': "They decide whether to start it". Only shown when a plan can be offered.
* '''Private notes''': "Only you can see these".
* '''History''': "What you sent, and what happened".

=== Send a note ===

Pick the '''Kind''' ("What kind of note is this?"): '''Eating''', '''Habit''' or '''General'''. Write in "A short note to ''name''", up to 600 characters, and tap '''Send'''. "It appears on their coach screen and in their notifications. There is no back-and-forth here. This is a note, not a conversation." Afterwards: "Sent to ''name''." and '''Done'''. '''Close''' leaves without sending.

You can send three notes a day to each client. Past that: "You have reached today's limit for this client."

=== Recommend a food ===

Search ("greek yogurt, salmon, overnight oats"). Results come under '''Foods''' and '''Recipes''', each with its calories and protein, carbs and fat, and a '''SEND''' button. "It lands on your client's coach screen with its numbers and a button to log it. It counts against the same three notes a day." Afterwards: "Sent ''food'' to ''name''." With no match: "Nothing matched", "Try a simpler word."

=== Offer a meal plan ===

* '''Days''', 1 to 7, starting at 3.
* '''Include snacks''', on or off.

"Built against your client's own targets, diet style, pantry and exclusions. Nothing of yours reaches the plan." Tap '''Offer this plan'''. "Offering a new plan withdraws any earlier one that is still waiting." Afterwards: "Offered. They choose whether to start it."

=== Private notes ===

Write in "A note about ''name'', for you", up to 20,000 characters, and tap '''Save note'''. Your client never sees these. To remove one, tap '''Delete''': "Delete this note?", "It is gone for good. ''Name'' never saw it either way.", with '''Delete''' or '''Keep it'''. With none yet: "Nothing here yet. ''Name'' never sees these."

=== History ===

'''Plans you offered''' ("5 days · declined", with "They said:" and their reason if they gave one) and '''Notes you sent''' (kind, date, '''Read''' or '''Unread'''). With nothing yet: "Nothing yet", "Notes you send and plans you offer will be listed here."

=== Shared with you ===

Workouts your client chose to show you, each with "''Name'' said:" and their note, or "''Name'' sent this without a note." Opening one tells them it has been opened. On a workout, '''Ask for this one again''' opens Recommend training with that session filled in. With none: "Nothing shared", "''Name'' has not sent you anything yet. Sharing is one item at a time and it is entirely their call."

=== Recommend training ===

Pick from '''WHICH ROUTINE''' (your own routines; with none: "You have not written any routines yet. Build one in your own library first, and it becomes something you can send."), or, when asking again, "One of your client's own sessions. Nothing is copied. You are asking them to do it again." Add "Why this one (optional)", up to 600 characters, and tap '''Send'''. They decide: it waits in their Recommendations until they accept or turn it down. Afterwards: "Sent to ''name''. It is theirs to accept or turn down."

=== Cycle calendar ===

For a client on a medication protocol who shares it: dose days, and the days their own logs put among their strongest and roughest, as markers. "The two words are the whole of what is shared. Never the check-in scores, the symptoms or what they take." With nothing: "No markers in this window". '''Done''' closes it.

=== Measurements ===

'''Every reading''' from the last 90 days, newest first, with the unit beside each value, "Latest" and the date, and the change since their first reading in that window. With nothing in that time: "No measurements in the last 90 days". Opening it records a read your client can see.

=== Progress photos ===

A grid, newest first. "Tap one to see it full size." Full size shows "3 of 12", '''Previous photo''', '''Next photo''' and '''Close'''. "Every photo you open, including each small one on this screen, is recorded in your client's access log, which they can read. Nothing here is saved to your device, and if they switch this category off the photos are gone from this screen the next time it asks for them." A photo they stop sharing says "This photo is no longer shared with you."

If a client has not switched measurements or photos on, the screen says so: "''Name'' is not sharing their measurements with you right now. That is their choice to make, and it is not a step you can take for them."

== Post to your space ==

A post everyone on your roster sees in your space. Add a '''Title''' ("What is this about?") and the text ("Everyone on your roster sees this"), up to 5,000 characters, and tap '''Post'''. "Two posts a day. Everyone who joined through your link sees this in your space." Afterwards: "Posted." and how many you have left.

== Your invite link ==

The link that makes somebody your client. '''Copy''' (it reads '''Copied''') or '''Share'''. "Anything to do with what you earn is on the Mobieus partner portal, in a browser." If it has not loaded: "No link yet", "Open Coaching again to load your invite link."

== Comments on a session ==

Comments on a client's workout are written in the coach portal in a browser, up to ten per client per day. The app has no comment screen. See [[coach-comments-on-a-session|Coach comments on a session]].

== Related ==

* [[loopa-coach|Loopa Coach]]
* [[what-your-coach-can-see|What your coach can see]]
* [[workspaces|Workspaces]]
* [[recipe-collections-from-your-coach-or-organization|Recipe collections from your coach or organization]]

[[Category:Loopa]]