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Profile & Preferences

The Settings page is where you configure your coaching workflows and manage connected services. Head to Settings from the left sidebar.

Brand name​

Your brand name is what clients see in their portal — in the header and welcome messages. You set this during onboarding (e.g., "FitLife Coaching" or "Peak Performance Training"). If you skipped it, the portal shows "Assistant Coach" by default.

To update your brand name later, go to your Profile page (click your name in the sidebar) and click the edit icon next to the brand name field.

Coaching workflow settings​

These settings control the timing expectations for your coaching workflow:

Check-in review due hours​

Range: 1–336 hours (up to 2 weeks)

This sets the default deadline for reviewing a client's check-in after they submit it. When a check-in comes in, the system calculates a review due date based on this setting.

The due date drives the urgency sorting on your home to-do list:

  • Overdue — Past the deadline (appears first, highlighted)
  • Due today — Deadline is today
  • Due tomorrow — Deadline is tomorrow
  • Due this week — Within 7 days
  • Due later — More than 7 days out

A typical setting is 24–48 hours. Choose a window that's realistic for your schedule — tight enough to keep you responsive, but not so tight that everything feels urgent.

Intake plan due hours​

Range: 1–720 hours (up to 30 days)

This sets how long after a client completes their intake form you have to prepare their first plan. Like review due hours, this shows up as a to-do on your home page.

A typical setting is 48–72 hours — enough time to review their intake data, build a meal plan and workout plan, and set up their goals.

Weight units​

Choose whether you want weight values shown and entered as kg or lbs.

  • This preference applies across coach and client views.
  • Weight values are stored consistently in kilograms in the backend for calculations and analytics.

Connected apps​

This section shows AI tools you've connected to Assistant Coach via the MCP integration. See Connecting AI Tools for the full setup guide.

For each connected app, you'll see:

  • App name and icon — The AI tool (ChatGPT, Claude, etc.)
  • Connection date — How long ago the app was connected (e.g., "Connected 3 days ago")
  • Disconnect button — Immediately revokes the app's access

Setup instructions​

Below the connected apps list, you'll find step-by-step instructions for connecting new AI tools. The instructions include:

  • Your MCP Server URL (with a copy button)
  • Tab-separated guides for ChatGPT and Claude with platform-specific steps

See AI Integration for more on what this enables.