Business

Discovery

Discovery is a practice-management app for a solo coach or consultant. It takes a visitor from a short qualifying application to a booked call, then runs the paid engagement — sessions, homework, files and invoices — on one timeline per client.

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About this template

Overview

What you get

Offer page with the method in three numbered phases, three packages with real prices, and written case notes
Six-question application that produces a fit score the owner sees on the client row
Call booking against this week's open slots, with confirmation
Client roster with stage marks (Applied, Call booked, Proposal, Active, Complete), search and stage filter
Engagement timeline per client: sessions with notes, homework assigned / returned / reviewed, files and invoices
Side-sheet forms for session notes, homework and invoices, with a 60-day owner calendar and package editor
Client portal with upcoming sessions, homework submission, files and invoices with a Pay action
Package checkout (one-time or deposit plus three monthly) that writes an enrolled receipt row
Demo role picker (Owner / Client), seeded data, empty, loading, error and success states, settings and billing

The signature screen

The client roster sits in a left column with a drawn stage mark per client; selecting one opens their engagement timeline — a dated spine of sessions, homework, invoices and files, newest first, with the balance due and next session pinned at the top. Every write action opens as a side sheet, so the timeline never leaves view.

Who it's for

Solo coaches and consultants who sell packages and want the post-call work — not just the booking — in one place.

Design

Type pairing: Spectral display · Karla body
Palette: #F4F6F9

#E6EAF0

#15202B

#5B6775

#C5CDD8

#8A3B12
Motion: MR-6 sheet (native dialog, spring 305/33) on every write action; MR-1 staggered arrival on the roster; MR-2 progress fill on the fit score. Reduced motion: sheets appear in place, fills render at final value.
Signature screen: Client roster with engagement timeline — 18 clients across five stages, the selected client's dated spine of sessions, homework, invoices and files, balance due and next session.
References: REF-M05 Motion UI sheet (mechanic only)

REF-M04 Motion UI theme tokens

Frequently asked questions

What is the Discovery template?

Coaching practice app: apply, book, then run every client engagement on one timeline

Who is the Discovery template for?

Solo coaches and consultants who sell packages and want the post-call work — not just the booking — in one place.

How long does it take to build an app with the Discovery template?

Timing depends on your changes and setup. Review the generated app, connect any required services, and test the core workflow before sharing it.

Do I need to code to use the Discovery template?

You can start with plain-language instructions. Complex behavior, custom integrations, and production troubleshooting may need technical help.

How much does the Discovery template cost?

This template has no separate template purchase price. Building and AI edits require builder access and available credits. Hosting and connected services may have their own costs; check current pricing and provider terms.

Can I customize the Discovery template?

You can request changes to the design and behavior. Review each change, complete any connection setup, and test forms, permissions, and payments that your app uses.

Review current pricing and the template inspection guide before you start.

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Make this template your starting point.

Inspect the preview, plan your changes, and test the workflow before you share it.

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