Demo – Wellness Compass

Wellness Compass Interactive walkthrough
Introduction 0 / 5
Client coaching portal

See how Wellness Compass connects the coach and client experience.

Follow the same flow you will find inside the live demo — from the coach dashboard and client review to self-assessment, coach assessment, check-ins and between-session progress.

01 See Client activity and current focus
02 Assess Separate client and coach perspectives
03 Continue Keep coaching moving between sessions
Step 1 · Start from the coach dashboard

See who is active, who needs attention and what happened between sessions.

The coach gets one place to review clients, recent activity, check-ins and invitation status before deciding where to focus.

Coach Dashboard Client activity at a glance

Sample data shows how the real coach portal brings the most useful information together.

Active clients 3
Check-ins this week 14
Needs attention 1
Pending invitations 2
My Clients
Maya Thompson Steady progress
Sleep consistency & stress regulation 72%
Jordan Lee Active
Confidence & routine building 54%
Alex Morgan Needs attention

Elevated stress logged with no recent daily check-in.

Step 2 · Open one client

The coach can see what the client reported before the next conversation starts.

Client-submitted information stays clearly separate from the coach's own assessment and observations.

Maya Thompson · Client overview

Current focus: build a steadier evening routine and reduce stress around busy days.

Client-reported state Hopeful
Latest activity Daily Wellness Check-in · Today
Client Self-Assessment

Maya completed her own Wellness Compass. Her answers show how she currently experiences confidence, direction, emotional wellbeing and personal boundaries.

Step 3 · Add the coach perspective

Client self-assessment and coach assessment stay separate.

The coach selects a client and completes a separate Wellness Compass assessment without changing what the client submitted.

Wellness Compass · Coach Assessment Maya Thompson
Coach view
Emotional state
Current observation Hopeful
Identity state Rebuilding
Coaching themes
Self-worth & confidence 6 / 10
Life direction 7 / 10
Current challenge

Keeping routines consistent when work becomes unpredictable.

Two useful outputs

The completed assessment can generate coach guidance for the practitioner and a separate client-facing message that can be used in the coaching conversation.

Step 4 · The client has their own space

Reflection, planning and check-ins happen in the client's side of the portal.

The client experience is deliberately different from the coach experience: personal, simple and focused on their own journey.

Client Dashboard Welcome back, Maya

Your wellness journey at a glance

✦ Every step forward matters — no matter the pace.
My Current Focus Create a calmer evening routine that still works on busy days.
My Weekly Intention Keep the plan simple enough to repeat.
Continue Your Journey
My Wellness Compass Reflect
Daily Check-in Check in
Stress & Regulation Notice patterns
Weekly Planner Plan next steps
Step 5 · Bring it back into the next session

The value is not another tracker. It is the connection between sessions.

The client reflects and records what is happening. The coach arrives with context, sees patterns and can respond to the work that happened since the last conversation.

Client side

Maya's week

Current focus Evening routine
Latest check-in Completed today
Self-assessment Updated
Stress pattern Busy workdays
Try the real product

Explore both sides of Wellness Compass yourself.

Switch between Coach View and Client View in the live demo and see how the full coaching experience works.

Open the live demo → Discuss a client portal