📄 Create Invoice
CALENDAR INVITE — OC SCHEDULING
Enter client name first
Opens Google Calendar with everything pre-filled — title, Zoom link, coach email, and a 30-min window in the chosen timezone. The event is created on the coach's own calendar, so they're the host. Just hit Save.
PICK AN OPEN SLOT — · —
AVAILABILITY
Closers
Coaches
Open in GCal ↗ Edit GHL Availability ↗
Resources
📞 CALL NOTES — POST-CALL TRANSCRIPTS
Pick a closer and date range to load recordings.
← Pick a meeting on the left.
Generate notes will pull the Zoom transcript and run it through your 11-section discovery framework.
🔍 Find Client
🏋️ Trainerize
Enter a name or email to search.
💳 Stripe (new + old)
⚡ Fanbasis
📇 GHL Contact
Payroll · v2
CLOSER
RESOURCES
CALLS
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🔥 New Client Fire
Flagged to you as Designated Closer · status Pending · 🔥 On Fire. Edit the rest in the list or Asana.
Link payment to plan installment
Request add row
Submits a row for admin approval. It won't count toward payroll until approved.
New payment plan
Match payment to GHL contact
Push to Setter Payroll
✓ Follow-up done — what was the outcome?
🔔 Follow-up needed
🔔 Follow-ups
Who are you?
📧 Follow-up email draft
↩ Refund payment
Create payroll stub
Client details ▾
Recent errors
🎫 Submit a ticket
🎥 How-To Library
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