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Choose which parts of the Stronghold Assessment your clients see. Turn a section off and new assessments simply skip it — changes apply from the client's next step onward. Heads up: report areas fed by a section you turn off won't score for those clients. Safety screening is always on and can't be disabled.

🕊 Gentle mode — deeper screens off Everything on

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Link your Google account once, and two things turn on:

Checking connection…

Connect Google

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Paste your Google review link. Then Macy can send a warm, one-tap review request to happy clients — and she’ll nudge you to ask at the right moment (after a good session). Where do I find my link?

Save link

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A live preview of the profile injected into Macy AI and your coaching-plan prompts. If something here is wrong or stale, hit Save below to push your latest settings to the AI.

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Share this link with prospects. They pick a date/time, leave their info, and a pending booking shows up on your Calendar view. You confirm by opening it from the calendar. Works without them needing a Stronghold account.

📋 Copy 📧 Email ↗ Open

Customize the headline ("Book your first session…") and button text below in Post-Assessment Handoff — those same fields appear on this booking page. Your Short Bio from the Profile tab also shows up here.

When a client finishes their assessment, they land on a Book Your Session screen with your calendar embedded. They book; you review their results together in session. The full results portal is paused for now in favor of this gated handoff.

Tip: Use a specific event link (e.g. your "Breakthrough Call" or "First Session" 30-min slot) rather than a generic homepage. Less friction, higher conversion. If you leave the URL blank, clients see a "Your practitioner will be in touch" message instead.

Share My Stronghold Calendar (iCal feed)

Defaults for sessions and billing. Used when generating plans and on report headers.

The Clarity Plan quotes one program price — your session rate × the number of sessions Macy recommends (e.g. $250 × 10 = $2,500). Clients are not billed per session. Choose whether to also offer an upfront-payment discount.

Used in client-facing emails, on the post-assessment booking page, and (later) by Stripe-based auto-charge on cancellation/no-show.

Customize how reports and emails look when shared with clients.

Customize how Macy speaks to you in the chat panel and quick-asks.

Choose which standard contact & demographic fields the assessment portal asks new clients during intake. These are separate from your Custom Intake Questions below.

Set fields per track. Pick a track, then set its fields. Solo is what everyone gets by default; the others override for that track only.

Don't ask — field is hidden from the portal.
Optional — client sees the field but can skip it.
Required — client cannot continue without filling it in.

Add questions you want to ask every new client. Answers appear on the client's Overview tab and are available to Macy AI.

Consent text shown to clients before their assessment and on the portal intake. Strengthens scope-of-practice protection.

URLs and disclaimer text used on client portals and report footers. Important for scope-of-practice protection.

Turn individual disclaimers on or off, edit their text, and choose where they appear on the client portal. Important for scope-of-practice protection — turn off only what you legally don't need.

⛪ Require Clergy-Confession Acknowledgment Enable this if you are a licensed minister and want clients to formally acknowledge that communications they identify as confession or spiritual disclosure are covered by clergy-penitent privilege (Oklahoma 12 O.S. § 2505). A required checkbox will appear on the intake form; the acknowledgment is logged with timestamp + IP for audit.

Where they show:
Intake — before the client fills out demographics & starts the assessment.
Plan — on the final coaching plan / results page.
Footer — small grey text at the bottom of every portal screen.

These are the policies and consent forms shown to clients during intake. Each is signed digitally with timestamp + IP audit trail. Required documents block intake until signed; optional ones can be skipped. Click any row to view the full text.

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📜 About these documents: System templates are pre-written for Christian-coaching practices and use your branding (Life Architect, Life Architecture) automatically. Custom edits per-practitioner are coming soon.

Macy AI and the coaching plan generator read this profile to match your style, credentials, and scope of practice. The more you tell us, the better your plans and AI responses fit how you actually work.

Paste your own payment links — Stripe Payment Link, Square, PayPal.Me, Venmo, Cash App, anything. Copy one to send a client and get paid right now, without waiting on the Stripe Connect setup below.

Checking your Stripe connection…

Connect Stripe

Fix issues with Stripe

Your personal sales link. Put it (or the ready-made button) on your website and clients can buy the assessment for $99, add reports a la carte (Career +$43, minis +$10), or grab The Full Picture at $139 (everything, $172 value). A Couples option is on the page; its price is being finalized. Every buyer lands in your CRM as a paid client, with their Clarity Report tied to you. You keep 60% of every sale (any cart size), paid to your Stripe account automatically once Stripe Connect (above) is active. Not connected yet? Your link still works and every sale is still credited to you.

Someone who has just typed out what they are struggling with is as ready as they will ever be. Choose what they see the second they press send, instead of making them wait on an email.

Stripe charges 2.9% + $0.30 per card transaction. Choose who pays it. (For booking invoices only — Stronghold platform sales follow the platform fee schedule above.)

Automatic billing isn't built yet. Manual is the only mode that actually bills anyone — the other two are shown so you know what's coming.

Client pays the fee

A "Processing fee" line item gets added to the invoice. On a $200 session the client sees $206.10. You net the full $200.

I pay the fee

The client pays the listed price; Stripe deducts the fee from your payout. On a $200 session the client sees $200.00 and you net ~$193.90.

When should clients get invoiced? The default keeps you in control — you review every charge in the Billing Queue before it goes out. No surprises for your clients.

Manual (Recommended)

After a session ends, it shows up in your Billing Queue. You decide whether to charge and click Send Invoice. Best for trust + flexibility.

Auto-invoice after session

When a session ends, the system automatically emails an invoice with a pay link. Client still has to click and pay — no card-on-file required.

Auto-charge card on file

Charges the client's saved card immediately when you book them. Only clients who explicitly authorized auto-billing (during their save-card flow) get charged this way — everyone else falls back to invoice. Make sure your terms of service say you do this.

If a client cancels close to the session, the system flags it as a "late cancel" in your Billing Queue so you can decide whether to charge them. The system never auto-charges — you always make the call.

Cancellation window

When a client cancels inside that window, default to:

Charge the full session fee Charge 50% (compromise) Waive the fee (default to no charge)

The default determines which button is highlighted in the Billing Queue prompt — you can always override per-booking.

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No sales yet. When clients buy through your /p/<slug> landing page, they'll appear here.

Each assessment you send uses 1 credit per person — an individual send is 1 credit, a couples send is 2 (one per partner). Your current balance: —

Add Credits

$99/month after a 30-day free trial. Includes the full CRM — clients, booking, Macy, reports. Assessment credits are separate.

Start Subscription Manage billing

You'll be asked to re-enter your current password as a safety check. New password is at least 8 characters.

Your current login email is …. Changing it sends a confirmation link to the new address — the change isn't live until you click the link there.

Sign yourself out of every device that's currently logged in (including this one). Useful if you lose a phone or share a computer.

Current session started: —

Checking…

Set up 2-Factor

Verify & Turn On Cancel

Turn off 2-Factor

Automated emails sent to your clients on your behalf. Flip anything off and it simply stops going out — takes effect immediately.

Booking confirmation Send immediately when an appointment is added or confirmed. 48-hour reminder Heads-up email 2 days before the session. Coming soon — the sender only does 24h and 1h today. 24-hour reminder Reminder the day before the session, including the meeting link. 1-hour reminder Final pulse an hour out — off by default to avoid feeling pushy. Text the reminder too Sends the same reminder as a text from your practice number, to anyone with a mobile on file. Off by default. People who replied STOP are skipped. Remind both partners A couples session is one booking against one person, so without this only that one hears about it. Sends to both, by email and by text. Assessment follow-up nudges Day-3 and day-5 emails to clients who got a code but haven't started. Day 7 flags you in the app instead of emailing them again.

Reminders only fire for confirmed/scheduled bookings with a client email on file. Templates are in Confirmation · 48h · 24h. Two more client-email automations have their own switches: Weekly check-ins (Client Care tab) and Lead auto-nurture (Leads tab) — both off unless you turned them on.

Get notified when things happen in your practice. Toggle off anything you'd rather check in the app.

📧 Email me important alerts Master switch. Big moments (hot leads, sales, payments) also land in your inbox. Off = in-app only, nothing changes here in the CRM. 🔥 Hot lead emails Email the moment a hot lead comes in. The in-app alert and Macy's drafted reply happen either way. Intake completed A new client finished their assessment and is ready to book. Upcoming session Get pinged a configurable number of hours before each session. Plan or handout viewed A client opened a shared coaching plan or session handout link. Payment received Money moments — an assessment sold from your link, or an invoice got paid. Safety flag ⚠ A client response triggered a safety/risk alert (suicide ideation, abuse disclosure, etc.). Strongly recommended.

Roll-up summaries instead of (or in addition to) per-event pings.

Daily morning digest One email each morning: today's sessions, new intakes, flagged items. Weekly summary Sundays: sessions completed, revenue, client engagement, week ahead.

Email goes to your login address by default. Add a Slack incoming-webhook URL for instant pings in a channel.

Suppress non-urgent notifications during these hours. Safety flags always come through regardless of quiet hours.

These are the session labels that show on your Calendar. Rename one and every existing appointment with that label updates on the next calendar reload. Deleting a type only hides it from the picker — existing bookings keep their label until you reassign them.

Practitioners who report to you, and a directory-level view of their clients. This does not include their session notes or assessment content — just who's on your team and who they're working with.

Clients across your team