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SetupOverview

Setup

The settings page is where you configure how your workspace behaves — the math behind macro calculations, your branding, your team, and your billing. Coach → Settings.

The page is organized into three vertical sections:

  1. Connected Accounts at the top — third-party integrations
  2. Workspace settings in the middle — the eight configuration tabs
  3. Support and feedback + Danger zone at the bottom

You can deep-link to any tab via ?tab=<name> (e.g. /coach/settings?tab=calculations).

Permissions

Some tabs are gated to admin coaches only:

  • Branding — admin only
  • Team — admin only
  • Announcements — admin only
  • Billing — admin only

If you’re not an admin coach, those tabs don’t appear in your navigation. Trying to deep-link to them redirects you to Calculations.

Notifications

Controls how the app reaches you and your clients.

  • Push notifications — toggle on/off; the app prompts for OS permission the first time you enable
  • Biometric auth — Face ID / Touch ID / fingerprint for app unlock
  • Quiet hours — block notifications during your set window
  • Timezone — pick from a US timezone list (Eastern, Central, Mountain, Pacific, Arizona, Alaska, Hawaii)

The timezone setting is per coach, not per workspace — your timezone determines when your scheduled notifications fire.

Calculations

This tab is the heart of how the app derives macro targets when you use Calculate from Client in the meal plan builder. Each setting here changes the math going forward; existing meal plans aren’t recalculated.

BMR formula

Pick the formula used to estimate basal metabolic rate:

  • Mifflin-St Jeor — the modern default; most widely cited as accurate for the general population
  • Harris-Benedict — older formula; tends to estimate slightly higher

Activity multipliers

Five activity levels with editable multipliers:

  • Sedentary
  • Lightly active
  • Moderately active
  • Very active
  • Extremely active

Each multiplier scales BMR up to TDEE. You can override the defaults — for example, if you find the default “moderately active” overestimates for your client base, lower it.

Calorie adjustments

  • Deficit amount — calories subtracted from TDEE for weight-loss goals
  • Surplus amount — calories added to TDEE for weight-gain goals

Macro distribution

  • Protein per pound — grams of protein per pound of body weight (e.g. 1.0 g/lb)
  • Fat percentage — percent of total calories from fat
  • Carbs fill the remainder automatically

This is your default for new plans. You can override fat % on any individual plan; see Creating Meal Plans.

Units

Imperial (lb / in) or metric (kg / cm). Affects how weights and heights are displayed throughout the app.

Adherence weights

Configures how compliance is calculated from logged data — what counts more, what counts less. See Clients for how compliance is used.

Branding (admin)

Three sections for shaping how your workspace looks to clients:

  • Business info — workspace name, contact, etc.
  • Online presence — links to your social channels and website
  • Visual branding — accent color (drives the entire app’s primary color), logo, brand assets

Changing the accent color updates the full primary palette across the app for your workspace — every button, link, and active state. See Reference → Privacy for what clients see vs. what stays internal.

Resources

A library of links and files you can attach to clients — articles, PDFs, instructional videos, intake forms. Build the library here once, then attach resources to specific clients from their detail page.

Team (admin)

Manage other coaches in your workspace.

  • Invite coach — send an invite to add another coach to the workspace
  • Team members list — see existing coaches, their permissions, and remove them
  • Client reassignment dialog — when removing a coach, you’ll be prompted to reassign their clients to another coach (clients aren’t orphaned)

Coach seats are governed by your plan. Free plans support a single coach; paid plans (Grow, Professional) include multiple seats.

Check-in customization

Configure what shows up in client check-ins:

  • Default sections editor — toggle which built-in sections appear (Wellness, Digestive Health, Habits, Photos, Custom Fields, Questions, etc.). Hidden sections are removed from the client’s check-in form and from your review modal.
  • Custom fields — add your own check-in questions. Each field has a type (text, number, scale, multi-choice, etc.).
  • Question toggles — fine-grained on/off for individual default questions.

Default sections also affect how check-ins display in the Check-ins review queue.

Announcements (admin)

Workspace-wide announcements that appear to your clients in their portal. Use for downtime, new features, programs you’re launching, etc.

Billing (admin)

Subscription management.

  • Subscription overview — current plan, status, next billing date
  • Plan features — what’s included in your current tier
  • Billing actions — change plan, update payment method, cancel

If your workspace was created on a free tier and you haven’t subscribed yet, you’ll see a Pre-subscription view that walks you through choosing a plan.

Billing changes take effect on your next cycle for downgrades; upgrades typically apply immediately.

Connected Accounts

At the top of the settings page, above the tabs. Manage third-party authentication and integrations linked to your account — sign-in providers, payment connections, calendar integrations, etc. Disconnecting a provider here doesn’t delete your data, just severs the connection.

Feature Requests and Rate App

Below the tabs, the Support and feedback section has two simple actions:

  • Feature Requests — submit an idea or upvote existing ones
  • Rate App — leaves us a review on the App Store / Play Store

Neither of these changes any workspace setting.

Danger zone

At the very bottom, a Delete account entry. This is permanent — coach accounts that are admins of a workspace will be guided through reassigning ownership before they can delete. Non-admin coach accounts can delete themselves directly; their clients are reassigned per the workspace’s removal flow.

For client deletion, see Clients → Deleting vs. deactivating.