Coach or Consultant User’s Guide

Choose “Start Building Your Business” on the professional homepage or “Start your business” from the header. Sign up with email and a password, or continue with Google. You will be asked once to review and accept the platform agreements — the Terms of Service, Privacy Policy, Cookie Policy, Acceptable Use Policy, Payments Terms, Coaching Disclaimer and the Coach Services Agreement.

Once accepted, those documents are recorded against your account and are never shown to you again unless we publish a materially new version. You can re-read any of them any time from the footer or the Legal Center.

Choose one of three saved paths: “I’m turning my expertise into a new business”, “I already have a business and want to grow”, or “I want to bring my existing business to Mindlab”. Pick coach, consultant and/or subject-matter expert as your professional identity; these are not credentials or new permission roles. Progress is saved to your account when cloud saving succeeds, with a device copy as fallback.

• New business: expertise → audience → service format → offer → price → calendar/payments → submit for approval, then share.
• Established/migration: paste your existing bio, audience and service descriptions. Use profile/offer editors for social and booking links, client management for supported entries, and eligible learning tools for course/content assets. Automatic imports are not supported. Retirees, employment-transition professionals, business owners and educators/tutors are welcome.
• Display name, headline and slug (your public profile URL).
• Your lived experience — the experience-first step asks what you have actually been through and who you are best placed to help. This is what clients respond to most.
• Biography — who you work with, your method, and what a first engagement looks like.
• Genres — pick every practice area that fits, across Life & Wellness, Professional Leadership, Money & Wealth, Sports, Recruiting & Youth Sports, Education (College Prep, College Readiness, College Tutoring, Academic Tutoring), industry and technical specialisms, and spiritual coaching. You can also propose a custom niche of your own if nothing fits.
• Location, languages and time zone.
• Base hourly rate and currency — the AI rate assistant suggests a band for your genres and you can chat with it to sanity-check your pricing.

Sign-ups made with “Start your business” are saved as professional accounts from the moment you register, so you land in the professional setup wizard and not the client one. After registration you will see a banner asking you to confirm your email; the wizard steps unlock once you click the link. If the email never arrives, an administrator can resend the correct professional confirmation from the admin Members tab.

Listings require approval and completeness before marketplace discovery. Published professional identity changes return to review. Selling requires eligible account/payment setup; connect Google Calendar for scheduling and Stripe for payouts. Personal coach photo posts require review and manual delivery; other social publishing requires eligible access, connected accounts and approvals. Courses/learning are beta/invite-only, and unavailable modules are coming soon. Credentials are self-reported unless supported verification is explicitly shown. No earnings are guaranteed. Don’t just list your expertise. Build a business around it.

Your dashboard shows a profile completeness score with a checklist. Complete your listing so clients can evaluate your services and experience. Completeness does not guarantee impressions, bookings or earnings. Work the checklist until it is clear.

With your coach profile saved, open Coach Profile → Marketing Center (/coach-marketing) → Today → Create a Post From Me. This personal workspace is available to every coach user with a profile; it does not require a published practice or a connected social account. On a phone, open Coach profile first and follow its Marketing Center link.

For a first post: confirm photo permission, upload and crop your own photo, enter one truthful tip, select LinkedIn and choose Write my post. Review the draft, choose your own destination account, Save draft and Approve version. Download the approved image and copy the approved caption, then post them yourself on LinkedIn. Chapter 8 contains the full photo, platform, campaign, privacy and troubleshooting walkthrough. Personal posting is manual, not the corporate administrator’s publishing workflow.

Upload a high-resolution headshot — square, well lit, face filling most of the frame. You can crop inside the uploader. Your profile inherits the Mindlab Coaches design system automatically, so you never have to worry about contrast or layout.

Offerings are the cards clients actually book. Each one has a title, description, duration, price and format. Give each a concrete promise and a clear scope.

• Single sessions — good for discovery calls and one-off strategy work.
• Series and packages — sell a multi-session arc at a set price; you control the sequencing.
• Intensive or workshop formats — longer blocks at a premium rate.
• Donated sessions — set the price to $0 to deliver pro bono work; the client receives a written acknowledgement of the donated time.

If your specialism is not in the standard taxonomy, propose it during onboarding or from your profile. Custom niches appear on your profile and in search, and popular ones get promoted into the shared taxonomy. A self-declared niche is your own description of your practice, not a Mindlab credential — keep the claim accurate.

If you already run a practice, add its address in Coach profile → “Your practice website”. It appears on your public profile as a “Visit their practice website” link, so clients can see your existing business without leaving Mindlab. Linking your site is free and does not require a paid plan — a paid plan is what unlocks the Mindlab tools themselves (scheduling, messaging at scale, Coach Intelligence).

The Social links section of your profile editor accepts Instagram, LinkedIn, X (Twitter), Facebook, TikTok and YouTube. Fill in only the ones you use — each populated field renders as a labelled icon button on your public profile, and empty fields are hidden entirely. Use full URLs (https://…) so the links resolve correctly.

Use the Marketing Center link on Coach profile to open /coach-marketing. Today holds Create a Post From Me and your posts for your local day; History and My campaigns hold older and campaign posts. Adding a social URL to your profile supplies a destination choice, not an authorized connection or automatic posting. See chapter 8 for the personal photo-post workflow; the corporate admin Marketing Center is separate.

Your individual profile page has a Listing visibility switch. Published can appear in discovery only when the listing is ready and any required review permits it; Draft hides the listing without touching confirmed bookings, your subscription or earnings history. Check the saved Public/Private status and readiness rather than assuming the switch alone makes it discoverable.

An individual professional can self-publish when the server’s listing-readiness requirements are met; an incomplete listing can be returned to Pending review. This individual Listing visibility control is not a practice or team approval. Branded practices and coaching teams cannot self-publish: Mindlab approval is required for those separate entities.

Use Coach profile to edit your individual listing and its separate offering controls. Changing the published provider identity (coach/consultant/expert selection) returns it to review for a normal owner. With automatic listing approvals off, other material individual-profile edits that leave the listing incomplete can also return it to review; a complete individual listing is not subject to the practice’s every-material-edit rule. A live practice’s material brand edits always require re-review for normal owners/practice admins. Check each entity’s saved status separately.

Your individual profile is you: biography, expertise, rates, currency, cancellation policy, social links, video and personal reviews stay on that profile. Practice & Branding manages your personal within-platform presentation. My Practice opens the separate branded-practice editor; the My Practice link in Practice & Branding connects the two without replacing either.

A coaching team is a collaboration group for joint offerings and agreed revenue splits. A branded practice is a shared name, brand page and accepted practitioner roster. Joining a practice does not join a team, create a split or merge personal profiles. Consultants use the same professional permissions; “consultant” is not a separate access role.

Sign in and open My Practice. Create your professional profile first. A normal owner needs an active coach subscription to create a practice; a completed profile or connected payout account alone is not an active plan. The current model allows one owned practice per professional.

Enter Practice name and Web address, then choose Create practice. The address must be unique and non-reserved: 3–48 lowercase letters, numbers and single hyphens, with no starting/ending hyphen or doubled hyphens. The name is a display label, not a certified business identity or a guarantee of name exclusivity. The address is mindlabcoaches.com/practices/your-slug, not a custom domain.

In the practice editor, add the name, tagline, description, website, accent color and city/country. Use a full https:// website address. Save changes and confirm the result before leaving; unsaved text in Preview is not a saved public page.

Use Upload logo for a genuine PNG or JPG/JPEG, no larger than 2 MB (2,097,152 bytes), with each side between 16 and 2048 pixels inclusive. SVG and WebP are not accepted. Damaged, incomplete or incorrectly labeled images can be rejected even if the file extension looks right. Use a logo you own or have permission to use.

Choose Preview, then Back to editing. This rehearses the brand and accepted roster inside your editor; it does not publish or approve anything. The current private preview does not populate service cards, so it is not a complete booking or service-preview test.

On a live practice page, services come from eligible practitioners’ existing published individual profiles. Missing cards in a draft preview are not proof the individual offerings were deleted.

A practice starts as Draft and is private. Choose Submit for review to move it to In review. A Mindlab administrator, not the owner or practice admin, decides publication; Live means published. Read any Reviewer note, make the required corrections and follow the status shown.

Withdraw from review returns an in-review practice to Draft. Unpublish returns a live practice to Draft. Suspended is a separate status: contact support rather than assuming you can restore it yourself. Only published practices appear in public practice browsing; a private preview link is not a public approval.

When an owner or accepted practice admin changes a live practice’s name, address, tagline, description, website, color, location, team association or logo, it returns to In review and disappears from public practice pages/discovery until Mindlab approves it again. Saving or uploading is not approval.

This hides the practice brand page; it does not cancel existing person-owned bookings or change individual subscriptions, earnings or client records. Check the individual profile’s separate visibility and payment readiness.

Use the roster invitation field with the professional’s published profile address and send the invitation. The recipient signs in to their own My Practice page and chooses Accept or Decline. An invitation is not accepted membership; the public roster shows accepted members with eligible published profiles.

The owner and accepted practice admins can manage practice details and the roster within their permissions. Ordinary practitioners do not gain brand-editing or publication authority. The editor offers member removal where permitted, but does not promise an email invitation, role-management screen or re-invite button. Do not assume declining can be undone from an invitation UI.

Roster membership does not grant all members access to your client notes, messages or Coach Intelligence records. Keep client-specific sharing within its existing permissions.

Clients choose a practitioner and select View profile to inspect their real services and book through the existing individual booking flow. The delivering professional, offering price/currency, cancellation terms, receipt and refund process remain attached to that booking. A practice is not a separate checkout, wallet or payout account.

Rates, socials, videos and personal reviews are not copied into a shared practice account. Existing joint-offering revenue splits use the team/collaborator setup, not practice membership. Branding is within Mindlab; custom domains and full white-label operation are not offered. Practice publication does not certify credentials, insurance or promised outcomes.

In Availability settings, define your working days, the time slots inside each day, your time zone, session buffer, and minimum notice. Clients can only request times that satisfy every one of those rules, so this is the single most important setting for protecting your calendar.

Connect your own calendar so the Platform can read busy blocks and write session events. Existing events never leak details to clients — only busy/free is used. Disconnecting stops all future syncing immediately.

Add time-off ranges for holidays or travel. Slots inside a time-off range disappear from the client-facing picker instantly.

Pick auto-generated Google Meet links attached to the calendar event, or bring your own Zoom link. You can switch at any time after onboarding; the change applies to newly created sessions.

A client picks a slot and submits a request. The slot is held on your calendar while the request is pending. You confirm or decline from Dashboard → Requests. Confirming writes the calendar event, sends a branded confirmation email with an “Add to calendar” invite to both sides, and schedules a 24-hour reminder. Declining or letting the hold expire releases the slot automatically.

Every booking request opens a message thread pre-loaded with the session context. Threads are real-time. Keep the conversation on-Platform — it is your record if a dispute ever arises, and off-Platform solicitation breaches the Coach Services Agreement.

Visitors can send a “Request info” message from your public profile. You get an email and the lead is logged on your dashboard so nothing gets lost in an inbox.

Set your cancellation window (24 hours by default). For a captured payment, a client cancellation at least that many hours before the scheduled session (or earliest proposed time if not scheduled) is eligible for the automatic full-refund process. With a 24-hour window, canceling exactly 24 hours before or earlier qualifies; canceling 23 hours before does not. A paid request you decline uses the full-refund process. Refunds are not complete until processing succeeds; check the booking status. If you cannot deliver a confirmed session, contact the client and support to arrange cancellation and the refund required by the Payments Terms; do not assume a coach-cancel button or automatic refund exists on every screen.

Dashboard → Payouts walks you through connected-account onboarding: identity verification and bank details, handled by our payment processor. You cannot receive funds until verification is complete, so do this before your first booking. The page opens with a step-by-step guide covering every requirement — legal name and date of birth, government ID, business or sole-trader details, bank account, and the statement descriptor — before you click through to the processor.

Your payout status page breaks readiness into identity, bank details and capabilities, and shows the last event we received from the payment processor for your account, so you can see exactly where onboarding stalled.

If you have not finished onboarding, the Platform emails you periodic reminders. The Payout reminders page shows whether the latest reminder was sent, when the next retry is scheduled, and any delivery failure. You also get in-app notifications when that status changes. Administrators can trigger a manual resend if a send fails.

Submitting a request does not capture payment. The coach must first accept the request; the client then completes session checkout. Successful payment is recorded and held under the booking’s escrow/release rules. When the session is marked complete, the net amount — session price less the platform service fee — is credited to your earnings ledger and becomes eligible for transfer.

Every credit, refund, fee and transfer appears in your earnings ledger with a date and a booking reference. Export it for your bookkeeper. Dashboard → Payouts also shows your verification status, next eligible transfer, and payout history. You are responsible for your own taxes; the Platform does not withhold on your behalf.

You can discount any session or offering to $0 as a donated session, either as a standing option on your profile or inside an active campaign. No payment is captured, no platform fee is charged, and the session runs exactly like a paid one. The client receives an acknowledgement document recording the donated professional time and the fair value you stated, available under Receipts.

An acknowledgement is not a cash-donation receipt and is not tax advice — contributed services are often not deductible. Say so plainly if a client asks, and point them to their own adviser.

Your practice tier (Free, Pro or Elite) is billed monthly or annually — annual is two months free — and your tier sets your commission rate, which is displayed on your own profile. Upgrades apply immediately and prorate; downgrades apply at renewal. Promotional codes follow the duration and renewal terms shown in the offer and checkout; do not assume a $0 first total means all future renewals are free. If a renewal payment fails you enter a grace period with an in-app banner and email reminders before anything is suspended.

1. Subscription: complete checkout, including a $0 checkout, and accept any required terms yourself. Return to Billing and verify the active plan and renewal/promotion terms. An open checkout or a “complete” profile label is not subscription activation. If Billing has not updated after successful confirmation, refresh and contact support with the confirmation reference; do not create duplicate checkouts.

2. Profile: check completeness, listing visibility and any required review independently. An active Coach Elite subscription does not by itself publish a profile or practice.

3. Stripe Connect: finish payout identity/bank setup and check the payout page’s charges/payout capability status. Subscription activation does not finish Stripe Connect, and Stripe Connect completion does not buy Coach Elite. If the payout link errors, preserve the message and contact support; a label is not proof that Stripe onboarding is complete.

Clients leave a 1–5 star rating with written feedback after a completed session. Your profile shows the average and the individual reviews, sortable by newest or highest-rated.

You can hide the review section on your profile entirely, or hide individual reviews. Hidden reviews are invisible to visitors but remain visible to you and to platform administrators. Visibility controls exist for context and fairness, not for hiding a pattern — administrators may override a hide that would materially mislead clients.

Anyone can report a review. Reports go to the admin queue, where a moderator can hide or remove the review. Do not respond to an abusive review in public — report it.

Publish articles, worksheets and recordings to the content library. You choose whether an item is free, members-only, or restricted to a paid tier. Library resources can help clients understand your expertise; no booking increase is guaranteed.

You keep ownership of everything you publish and grant the Platform a license to host and display it. Clients receive a personal, non-commercial license to view it — redistribution is prohibited.

Sign in as a coach with your own coach profile, then open Coach Profile → Marketing Center (/coach-marketing) → Today → Create a Post From Me. If you see Create your coach profile first, save your profile before returning. All coach users with a profile can create posts; a paid practice subscription, practice publication or social connection is not a requirement for this tool.

Today shows your local date and time zone. History lists your posts newest first, with a shown/total count and Load 20 more posts when more are available. Show more saved photos expands the saved-photo choices. My campaigns opens your own campaign groups and their posts; this is not the corporate Mindlab campaign library.

Your photo is optional. To include one, confirm “I took this photo or have permission to use it, and everyone shown agreed to it being posted.” Choose Upload photo and select your own JPG/JPEG, PNG or WebP. Originals must be no larger than 8 MB (8,388,608 bytes), with each side from 200 to 4000 pixels inclusive. A matching file extension alone is not enough; unreadable, damaged or oversized images can be rejected.

In the crop preview, reposition and zoom the photo, then confirm the crop to save it privately. The tool saves your original and a square cropped JPEG copy for artwork; the cropped copy also has a 3 MB limit. It places your actual photo in the artwork, without AI face generation, likeness changes or transformation. The same square artwork format is used for the selected platforms; there are no promised platform-specific crop templates.

Choose a saved photo to reuse its saved crop, Replace photo to select and crop another upload, or Remove from post to stop using the selection. In an existing post, open Photo and call to action (shared by all platforms), make the change and choose Save photo and link. Changing the shared photo requires renewed approval for affected variants. Saved photos do not have a separate re-crop editor; upload again if you need a different crop.

JPG/PNG originals are fully decoded during validation. WebP originals are checked structurally rather than fully pixel-decoded on the server; the browser must still read the image to crop it, and the saved JPEG crop is fully decoded. If WebP fails, export a genuine JPG or PNG and try that instead.

Originals and saved crops stay private to you, with authorized Mindlab administrator access for support. Other coaches, clients and practice roster members cannot browse your drafts or saved photos. Selecting a public practice brand does not share your private photo library with that practice. Downloading an image does not post it; sharing the download yourself makes that copy available wherever you share it.

Saved originals and crops stay until you delete them. Remove from post only changes the selection; it does not delete stored files. Use Delete this saved photo and confirm permanent deletion to remove both files. Posts using the photo keep their text but lose their image. Deleting a post and its drafts is separate from deleting a saved photo. Deletion in Mindlab cannot recall copies already downloaded or posted elsewhere.

Read deletion errors carefully. A detach failure means nothing was deleted. A file-cleanup failure can leave files stored after the photo has been detached from posts. A record-cleanup failure means the files were deleted but the saved-photo record remains. Retry deletion as instructed or contact support; do not assume a partial failure removed everything.

In “What would you like to share today?”, enter your own theme, experience, tip or message. The placeholder reads: “Tell me your theme, experience, tip, or message. I’ll help turn it into a post in your voice.” You can choose Today’s theme or another suggested theme, then add the truthful details you want included. A theme suggestion is not evidence that you had a particular experience.

Optionally set Audience, Tone and Short, Medium or Long length. Add a Call to action and a full https:// Link if wanted. The call to action and link are shared across this post’s platform variants; check the assembled text, including hashtags and link, before approval. A link to an account and a call-to-action link have different purposes: the former identifies where you will post, the latter is where readers should go.

Example only — a simple tip without credentials or client-result claims: enter “Share this tip: choose one manageable next step when a task feels large. Use a warm tone.” A suitable first-person draft might be “I suggest choosing one manageable next step when a task feels large. What is one small action you could take today?” Review any generated wording yourself; this example is not a tested AI output or a claim about your professional history.

Select any of Facebook, Instagram, LinkedIn, X and Threads, then choose Write my post. Each requested platform gets its own caption and hashtags to review, paired with the selected photo when one is attached. Facebook favors conversational paragraphs; Instagram a hook and relevant hashtags; LinkedIn professional insight; X concise wording; Threads a short conversational post. You approve variants separately, not the whole package automatically.

Writing uses only the allowed facts from your own profile and your entered request, aiming for I/my/me language. It must not invent credentials, experiences, testimonials, client outcomes or guarantees. Unsupported generated claim sentences are omitted and can become questions; read Please check before approving, Left out and any Review notes. Missing or rejected platform output is not a completed variant. These checks are a drafting safeguard, not fact certification — check every claim yourself and only add true, permitted details.

The assembled text includes the caption, call to action, link and hashtags. Current limits are Facebook 5000, Instagram 2200, LinkedIn 3000, Threads 500 and X 280 weighted characters. For X, links have weighted lengths; generation can shorten the caption or remove hashtags to fit. An overly long call to action/link can still be rejected. Shorten or correct the relevant text instead of assuming the tool published a truncated post.

The panel shows AI cost: 0 credits and the remaining generation allowance before you write. Coach post writing does not deduct AI credits or create a billing charge. The server permits 20 generations per coach in a rolling 24-hour window, including copy regeneration; the allowance is not a promise of a midnight reset. A generation request can produce several platform variants without each variant counting as a separate request. Layout changes and manual text editing do not invoke AI writing.

A replay of the exact same request returns its original post/result or an explicit in-progress state and does not count twice. Do not repeatedly click while Writing or Still writing is shown. A fresh request after an error or Regenerate copy only is a new attempt and can count toward the rolling cap; an already claimed attempt can count even if generation later fails. Zero credits does not mean unlimited requests or guaranteed successful output.

Read the error and inspect Today/History before trying again. Invalid photos, unavailable campaign slots, malformed output and changed requests need correction, not repeated identical clicks. If generation finishes after you edited a variant, your newer edits are kept and the conflict is reported; do not assume all variants were replaced. A failed save is not a successful draft. Keep the error for support if no usable result appears.

For a single post, leave Post for set to Today only (standalone). For a campaign, first open My campaigns → New campaign, enter Name, Starts, Ends and Posts per day (1–5), then Create campaign. Return to Today and choose that saved campaign in Post for, a Campaign day within its date range and a Slot. These are your own coach campaigns only; corporate campaigns and another coach’s campaigns are not choices.

A campaign day/slot can hold one post with its separate platform variants. If the slot is occupied, open the existing campaign post or choose another available day/slot; repeatedly generating for the same occupied slot does not create another post there. Expand the campaign group in My campaigns to load its posts, including older entries. Campaign membership never approves a variant or schedules automatic delivery.

Your coach profile time zone governs Today, campaign dates and the planned time saved for a post. Check the time zone displayed on the page/post before planning. Daylight-saving changes are respected; a local time skipped by the spring clock change is rejected, so choose a real local time. A previously saved post retains its recorded time zone; a campaign day and a planned posting time are separate choices.

In each platform version, edit Image headline (optional), open Image layout and optionally select Add my saved branding. If you are an accepted member of a published practice, the workspace can use that practice’s saved name, color and available logo. Otherwise it uses your coach name and profile color, with no logo. Read the displayed source; practice membership alone is not enough if the practice is unpublished or under review. A missing/unreadable logo can fall back to name-only branding.

Choose Headline at bottom, Headline at top, Framed card or Photo only, or use Try another layout to cycle independently of copy generation. These layouts place the same selected photo; they do not generate a new face or change your caption. Photo only hides the headline, while branding remains optional. Clear the headline or turn off branding if you do not want those elements. The layout preview is a draft, not an approved export.

Choose Save draft after layout, headline or branding-option changes, then review and approve the new version. These choices are part of that variant’s reviewed version. Copy/download controls use the saved version and are disabled for unsaved variant changes. Inspect the saved download before sharing, especially if your profile/practice brand has changed; this guide does not promise a permanently frozen snapshot of external brand assets.

For each platform, review the photo, caption, hashtags, optional headline, layout/branding, shared call to action/link and Post to (your own account). Choose My platform profile when your profile has that social URL, or Another account of mine… and enter your own Account name or @handle plus an optional account link. The named destination is a manual choice, not proof of an authorized social connection. Never choose a corporate Mindlab or another coach’s account.

Edit the text and choose Save draft. Save shared photo/link changes with Save photo and link before checking the affected platform versions again. When the destination is saved and the variant has no unsaved changes, choose Approve version followed by its version number. Approval covers that exact saved version, including the attached crop, caption/hashtags, headline, layout/branding choice, destination and call to action/link. It does not publish anything.

Changing saved wording, media, headline, layout/branding option, destination or call to action/link revokes the affected approval; save, review and approve again. Use Regenerate copy only to rewrite eligible unposted platform copy without selecting a new photo or layout. It can affect several unposted variants in the post; review each result. There is no separate single-platform regenerate button in the current interface. Marked-posted variants are not editable. Generated content and campaign additions are always drafts until you explicitly approve them.

Manual posting only — no personal accounts connected is the current expected status. Per-coach social OAuth and automatic publication are not available; Mindlab never reuses its corporate accounts or credentials for your personal posts. You can create, save, approve, download and copy while disconnected. Do not try to connect through the corporate administrator’s Marketing Center.

After saving, draft exports are labeled Copy draft caption and Download draft image; the image filename identifies its draft version and the artwork carries a DRAFT watermark. Approval changes these to Copy approved caption and Download approved image (with the version), with an approved filename and no DRAFT watermark. Download PDF in this manual is unrelated to these artwork downloads. Unsaved variant edits must be saved first; exporting a draft never approves it.

Download the saved artwork and copy the saved assembled caption, then open the intended social platform yourself, check the signed-in account matches your saved destination and attach the actual image with the text. There is no automatic image upload or silent text-only replacement. If you selected no photo, the post is intentionally text-only; do not mistake a missing intended photo for a completed photo post.

After you actually post it, optionally enter Link to your live post and choose I posted it for that approved variant. Marked posted by you is your self-report, not provider verification or proof a URL is live. Check the real post on the platform yourself. Each platform variant needs its own approval, manual delivery and confirmation; one confirmation does not post or confirm the others.

On an approved variant, enter Planned posting time in the displayed post time zone and choose Save planned time. The planned state stores your intention only: NO automatic reminder is sent and NO automatic publication occurs. Use your own calendar/reminder if needed, and return to download/copy and post manually. Clear removes a saved planned time. Editing the content requires approval again before planning or confirming delivery.

This personal approval → planned time → manual posting sequence is not the corporate administrator’s approval/automatic publishing queue. You remain responsible for the account, timing, photo rights, accuracy and final platform post.

Platform administrators (the Mindlab Coaches founder/admin) have a separate Create a Post From Me on the corporate Marketing Center → Today (/marketing). It writes first-person founder posts for the Mindlab Coaches COMPANY accounts, from the admin’s own photo, verified name/title and supplied facts. Those drafts enter the corporate review queue; after an administrator approves the exact version, Facebook, Instagram and Threads publish only to the connected Mindlab Coaches company accounts (X too, once its connection has photo-upload permission; otherwise X stops without posting), while LinkedIn and Pinterest stay manual and YouTube/TikTok do not take photo posts.

Coach users cannot open, upload to, approve or publish those company drafts, and the corporate workspace never posts to a coach’s personal account. Your own posts stay in Coach Profile → Marketing Center (/coach-marketing) with manual posting.

Manual/disconnected status is not a failure: use saved image download and caption copy. For upload errors, check genuine JPG/PNG/WebP, 8 MB original, 200–4000 pixels on each side and permission confirmation; try a smaller valid JPG/PNG if decoding or crop saving fails. For missing branding, check accepted membership in a currently published practice and its saved logo, or use the stated coach name/color fallback.

For unsupported facts, answer with true details you may publish or omit the claim; review persistent notes before approval. For a missing platform, inspect the rejected-output message and text/CTA limits. For a daily-cap notice, allow older requests to leave the rolling 24-hour window. For a disabled approval button, choose and save your destination and save variant edits. If approval disappeared, review the changed saved version rather than treating the old approval as valid.

For campaign-slot errors, choose an available slot and a date within your own campaign. For older items, use History → Load 20 more posts, Show more saved photos or expand My campaigns. Save errors, partial deletion and generation conflicts require checking the actual saved result. Contact support@mindlabcoaches.com with the post/platform and error, not passwords or private client records. This documentation does not certify live AI generation or a complete authenticated upload-to-post test; personal auto-posting remains unavailable and HeyGen remains unreleased.

Dashboard → Coach network. Search the directory, send a connection request, and the other coach accepts or declines. Connections are mutual — nothing appears publicly until both sides agree. Accepted connections show as a “Works with” strip on each of your profiles, which is a natural referral path when an enquiry is outside your scope.

A team is a named group with its own description. The coach who creates it is the lead and manages the roster; you can only invite coaches you are already connected to. Teams start as a draft, so you can build the roster privately. A team lead cannot self-publish: Mindlab approval is required before it becomes public. Team membership and joint-offering collaboration are separate from a branded practice roster. Any member can leave a team at any time.

Dashboard → Joint offerings. Attach an offering to a team, add the collaborating coaches, and set each coach's revenue share. Shares must total exactly 100% — the Platform will not save an offering that does not balance. Joint offerings appear on every collaborator's profile with a joint-session label and the names of the coaches involved.

• Only accepted team members can be added as collaborators.
• One coach owns the booking and the calendar hold; the others are paid from the split.
• Set custom pricing on the offering itself — a joint session does not have to equal the sum of individual rates.

When a client pays for a joint offering, the escrowed amount and the platform fee are divided by your agreed shares and posted as separate lines in each coach's earnings ledger. Each coach is paid out to their own connected payout account on the normal schedule. Refunds reverse every line of the split together, so no one is left holding a share of a refunded session.

On a joint offering you can switch booking mode to “team event”. A team event is booked once and held on every collaborating coach's calendar at the same time, so nobody double-books. Pick a lead coach whose availability drives the offered slots, and use the shared booking notes to tell clients who attends, how the time is split, and what to prepare.

Dashboard → Referral links. Create a code for each partner or campaign and share the short link. When someone lands through it and later signs up, the signup is attributed to you, and their first purchases are credited as conversions. Referral analytics shows clicks, signups, conversions and attributed revenue per code.

• A coach cannot refer themselves, and the first code a person arrives with wins.
• If a booking is refunded, or a subscription is canceled or charged back, the matching conversion is reversed automatically and shown separately as reversed credit.
• Deactivate a code instead of deleting it when you want to keep its history.

Every connection request, team invitation and joint offering publication is written to the approval activity log on your dashboard, with who acted and when — so both sides have the same history. Choose whether connection, offering and referral alerts reach you in-app, by email, both or neither under Email preferences → Network alerts.

Agree the split in writing before you publish, and revisit it if the balance of work changes. Do not add a coach as a collaborator who is not genuinely delivering part of the engagement — misrepresenting who delivers a session breaches the Terms and can suspend the offering.

From a client record you can set goals, send short assessments, and schedule check-ins between sessions. Responses build a timeline you and the client can both see, and feed the progress report you can share or export.

Every note carries a visibility setting. Private notes are your own practice record and are never shown to the client; shared notes appear in the client's progress view. Choose deliberately — a note marked shared cannot be un-seen once the client has read it.

Where an employer sponsors a client's membership or credits, the sponsor sees seat status and utilisation only — never your notes, messages or session content. Bill and deliver exactly as you would for an individual client.

The Platform runs admin-controlled awareness campaigns — for example Breast Cancer Awareness Month each October — which change site theming and surface participating coaches. You can opt in by offering donated sessions or pledging a share of proceeds during the campaign window; participation is shown on your profile.

Use only a promotion you are eligible for and check its duration, renewal amount and conditions at checkout. A discount may apply once, for a limited period or under other expressly stated terms. An account-specific owner arrangement is not a standard public offer. A $0 total still requires checkout confirmation and any required agreement acceptance; opening checkout does not activate a subscription.

Your referral link attributes new coaches and clients you bring in. Attribution is recorded at signup and visible from your dashboard.

To group your own social photo posts, use Coach Profile → Marketing Center → My campaigns, then choose the campaign/date/slot in Today → Create a Post From Me. See chapter 8. A coach post campaign does not change subscription promotions, donated sessions, corporate campaigns or automatic publishing; each variant still requires your exact-version approval and manual posting.

Administrators can apply approved subscription and commission discounts to your account. When one is active you will see the reduced subscription price at your next renewal and, where applicable, a lower commission rate on your profile billing card. Discount changes are recorded with a date so both sides can see what was applied and when.

The homepage hero runs a featured coach carousel curated by administrators. Complete, published profiles with a strong headshot and clear offerings are what get selected, and impressions and click-throughs on each featured slot are tracked so the rotation stays honest.

During onboarding, and any time afterwards from Coach profile, the rate assistant proposes a rate band based on your genres, experience level, location and format. It explains the reasoning so you can judge whether it fits your market.

Open the assistant chat to test scenarios — packages versus single sessions, introductory pricing, or moving upmarket. It responds in real time and never changes your published rate on its own.

Edit your base hourly rate at any time from your authenticated coach profile, and set per-offering prices independently. Existing confirmed bookings keep the price the client agreed to; new bookings use the new rate.

The Clients hub holds your roster and a detail page per client with their coaching record, session history, goals and documents. Everything here is scoped to you: no other coach can read, search, export or generate AI content from your clients or files, and direct navigation to another coach's client pages is refused.

Write notes against each session using structured templates, or free-form. Note assistance can tidy, summarise or expand what you wrote, and you always review before saving. Visibility is per note — private stays your practice record, shared appears in the client's progress view.

Before a session, generate a prep brief that pulls together the client's goals, recent notes and check-in responses into talking points and suggested next steps. Prep briefs, trends and next actions also surface in the Insights card on your coach console.

Upload intake forms, assessments or prior notes to a client record. Imported documents are parsed into the client's history so prep and note assistance can use them. Only upload material you are permitted to hold, and tell your client what you keep.

New public video production remains unavailable until completed, repaired and tested. Existing server-side account and production gates apply; an eligible plan alone does not enable production. Existing projects are preserved.

Write or generate a script, then record in the browser or on your phone with the built-in teleprompter — adjustable speed, font size and mirroring. Retake as often as you like before you commit a take to the project.

Rendering and transcription run as jobs with a per-project status page: live progress, error detail if something fails, one-click retry, and cancellation. Jobs that stall are reaped automatically rather than hanging forever.

The branding validator lists exactly which logo, URL, call to action and end-card assets were applied. Finalisation is blocked if a required brand field is missing or does not match — this is deliberate, so nothing goes out unbranded.

Export the project assets for editing in your own tool, then bring the finished file back into the same project with Upload finished video, so the final cut lives alongside its script, takes and branding record.

Desktop: sign in, then use Learning and Beta Lab in the top navigation. My Learning is also in the signed-in navigation. These links are in the header, not dashboard cards.

Mobile: open the menu. Content appears near the top; My Learning, Messages, Calendar and Account follow; Clients, Video Studio, Learning and Beta Lab appear farther down. Beta Lab shows only modules your exact active entitlement permits.

Beta Lab lists your invitations and one card per module you have been given. Select Enter dark mode on a card to open that module. A card you do not have never appears, and entering dark mode never publishes, lists, sells or releases anything.

Private beta only. From Beta Lab, select Expertise Profile, then review confirmed facts and optional discovery answers. Save only truthful expertise information; nothing here publishes or shares it.

For your permitted learning access, open Learning, enter what you will teach, choose Brief, Class, Course or Series and select Create. Open the saved product. In Product details, complete Title, One-line promise, Description, Who this is for and Outcomes, plus the price and certificate choice where appropriate, then Save. This is your teaching brief: define the learner, prerequisites, scope and observable outcomes before asking AI for a curriculum. Creating or saving does not grant public release or publishing.

From your permitted product editor or Beta Lab → Course Architect, select one of your own products and review the credit/status panel before requesting anything. When AI drafting is enabled for your account and the platform, Draft outline with AI requests a curriculum proposal; it does not insert or publish it. Architect chat can help discuss scope but conversation is not an applied curriculum. The private beta page explicitly refuses generation and chat while the platform AI switch is off, even when saved proposals, credits and jobs are readable.

Read the AI curriculum draft module by module and lesson by lesson. Use Select everything or individual checkboxes to keep only suitable material; a selected lesson must retain its parent module. Choose Add selected as drafts, or Discard. Applying adds unapproved drafts marked as needing expert review, not ready-to-publish lessons.

The proposal card is a selection/review surface, not a promise of in-place text editing. Edit the applied modules and lessons in Learning Studio. If the target changed and the proposal is stale, follow the conflict message and request a fresh proposal rather than repeatedly applying the old one. Where the Advanced panel is available, choose an existing module/lesson target, drafting operation, optional focus and permitted source material, then review its separate proposal before applying.

In the product’s curriculum, use Add module and Add a lesson, or edit the drafts already applied. Add your lesson text and supported resources/media through the lesson editor; organize authorized source material and assessments where those controls are available. Save each edit and review its approval state. Applying an AI outline does not supply a finished, fact-checked course.

Open Private preview to inspect the product, curriculum and lesson presentation without listing it. Review headings, reading order, plain-language instructions, working links, alternative text and transcripts/captions appropriate to your media. Preview is not an accessibility certification. Correct errors and omissions yourself before approving material.

The current credit panel displays available/reserved credits and the cost of the selected operation; use those live values, not a fixed allowance in this guide. AI drafting reserves credits and charges them on successful completion; failed/canceled drafting releases its reservation. A reused saved proposal is not a new credit charge. Manual authoring and the free Quick Build are distinct from paid AI drafting.

Architect activity lists the product’s requests, status, progress, credit note and error. Cancel or Try again appears only for eligible job states. Read the reason first: insufficient balance, unavailable generation, invalid inputs or a stale target require different action. Try again is an explicit new request and must pass current availability/credit checks; it is not an unconditional free retry. Do not keep clicking generation while a job is active.

When invited to Learner Journey, choose your own course and use the private self-access option. Walk through the actual curriculum and lesson controls as a learner. Check that required content is readable, links/media open, progress can be marked and completion/certificate behavior matches the course settings. This private rehearsal does not enroll a public client or take a payment.

Assessment practice answers are not saved or graded in the current preview. A completed progress display is not proof of a certificate: only an issued certificate record counts. Use the Publishing & Storefront read-only rehearsal separately; public publishing, marketplace discovery and enrollment each retain their own release, eligibility and readiness checks. Check readiness or Publish is not permission to bypass a disabled gate.

AI is an unverified drafting aid, not the expert delivering the learning. Check factual accuracy, sources, examples, scope, cultural assumptions and safety; remove unsupported credentials, guarantees and misleading claims. Perform human review and approve the final authored material yourself. No automatic publishing follows a curriculum request, proposal application or private preview.

Use only sources, images, audio and video you have rights to use. Do not put client names, session notes, health/financial details, credentials or other private data into prompts or source materials without a lawful basis and the required permissions. Prefer anonymized examples. These tools do not promise an AI tutor, individual learner personalization or automatic grading. Existing Video Studio/HeyGen release controls remain separate and unchanged.

Private beta only. Choose your own product to rehearse its storefront and profile Learning Library presentation. The preview is read-only: it cannot publish, list, index, enroll or charge anyone.

Private beta only. Choose your own course and create private self-access, then test curriculum, lessons, progress, completion and certificate rules. No checkout or public enrollment is opened.

Private beta only. Search your own non-archived products and inspect result and SEO previews. The page reports real marketplace and publishing gate states; no item is listed or indexed by the preview.

Private beta only. Select a Series to inspect organization and owner-only analytics. Review behavior follows verified learner rules. The downgrade preview explains what would become draft if plan eligibility lapses; products, enrollments and certificates are preserved.

Private beta only. Select a product to inspect its creative brief, Marketing source preview, improvement suggestions and lesson video links. Recording or upload uses the existing Video Studio and all its plan, production and release gates.

• HeyGen rendering is not released to users and remains unavailable until completed, repaired and tested. Module access does not authorize rendering.
• The bring-your-own-account architecture is retained: any future authorized HeyGen use requires your own account and credits under HeyGen's terms. Existing explicitly authorized private testing gates are unchanged; no public connection or rendering is currently offered.
• After every module test, return to its Beta Lab page and enter feedback in that module's Beta feedback panel.

Every screenshot in this chapter was captured from the signed-in Mindlab Coaches product, at desktop and phone widths where the layout genuinely differs.

Screens that only appear once real beta content exists — an opened Course Architect proposal, a storefront rehearsal for a specific product, a completed learner run and a certificate — are marked screenshot pending controlled capture. No mock, illustration or recreated screen is ever substituted.

Coaching on this Platform is educational and developmental. It is not therapy, medical care, or licensed professional advice. Refer out when a client's needs exceed your scope, and be explicit with clients about what you do and do not provide.

Keep your licenses current and carry professional liability insurance of at least $1,000,000 USD per occurrence. We may ask for a certificate of insurance.

Dashboard → Email preferences controls which notification categories reach you. Network alerts — connections and teams, joint offerings, and referrals — can be set to in-app, email, both or off, independently of each other. Transactional messages tied to a live booking always send, because they are operationally necessary.

Email support@mindlabcoaches.com for product issues, legal@mindlabcoaches.com for agreements and enforcement, and privacy@mindlabcoaches.com for data requests.