Template · works for any team

Client intake and sessions

New clients fill in an intake; you see the week's sessions and what was agreed.

Customize this Open the live demo · No signup

Free to try with sample data. Sign in with your email and it's added to your workspace, ready to change. Matrixcape Build is in private beta.

The work it's for

New clients fill in an intake with their goals; the coach accepts them or says it's not a fit; each session has notes and an agreed next step. Not for health records. Used by coaches and new clients.

Collect a proper intake before the first call
Decide who's a fit, with a reason when they aren't
Keep notes and the agreed next step for every session

Try it. It's working software.

The real app with sample data, shown for a coaching practice. Switch roles (Owner, Coach, New client) to see what each person sees. Nothing you do here is saved.

Open full screen

What it does today

Only what the app does right now. It works in any phone's browser, and every version is saved.

A new client fills in the intake form: who they are and what they want to work on.
The coach starts coaching them or marks it not a fit, with a reason.
Each session keeps the notes and the next step you agreed.
A view for each person: Coach and New client each see the screens and steps meant for them.
Clients move through clear steps: New intake → Coaching → Not a fit → Finished.
Some steps ask for a reason (like sending a client back), and the reason stays on the record.
Sessions move through clear steps: Booked → Done → Canceled.
Some steps ask for a reason (like sending a session back), and the reason stays on the record.
People who should only see their own clients only see their own.

Make it yours.

Every template starts clean. After you customize it, change the look in Design or just ask: your colors and logo, fonts, corners, how compact it is, a board or a calendar, light or dark.

Clean
How every template starts.
Your brand
Your colors, a serif, rounder corners.
Dark
Easy on the eyes, compact.

Change how it works, not just how it looks.

The steps, who approves what, the rules, the reminders and the emails it sends are yours to change. Say it the way you'd tell someone on your team. You see each change before your team does, and your team keeps using the live version until you publish.

Changes you can ask for

“Email new clients when their intake is accepted”
“Add a follow-up date to each session and remind me that morning”
“Add a referral source to the intake and a breakdown by source”
“Notes are required before a session can be marked done”

One app in your Matrixcape workspace, not a separate subscription.

Start with one problem. Build the rest when you need it: every app you add lives in the same workspace, with one sign-in for your team. The same app works for tutors, personal trainers, career counselors too.

Customize this

Customize this uses no build credits.

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