Workflow · Running your business
Your whole practice, one screen
Active clients, upcoming sessions, revenue, and tasks, surfaced in one dashboard, with automations quietly doing the busywork underneath. No spreadsheets, no tab-hopping. Here is the operating rhythm.
Step one · The dashboard
Everything that matters, the moment you log in
The coach dashboard shows your upcoming sessions, active client count, revenue, and open tasks at a glance, every morning. No hunting across tabs or tools.
Kaido
Workspace
DashboardClientsSessionsTasksFormsContractsCoursesResourcesProgramsBusiness
CRMPaymentsWebsiteSearch · ⌘KAKThis weekWelcome back, Alex
Your practice at a glance, engagements, sessions, and money.
Active engagements
0
2 starting this week
Upcoming sessions
0
next 7 days
Pending tasks
0
0 overdue
Revenue
$0
past 30 days
Revenue trend
↑ 18% vs June
Jun 19Jul 1Jul 19Upcoming sessions
EJJoinEmma Johnson
Coaching session · Today · 1:30 PM
MOJoinMarcus Oyelaran
Session 9 of 12 · Tomorrow · 9:00 AM
SAJoinSofia Andrade
Discovery call · Wed · 3:30 PM
Recent activity
Dana Whitfield signed her coaching agreement
2h ago
$1,200 payment received, Momentum group
5h ago
Emma completed “Week 3 reflection”
Yesterday
Step two · The roster
Spot who needs attention before they have to ask
Your client list shows session cadence, next booking, and how far along each engagement is. The client with no upcoming session surfaces before they drift, not after.
Powered by Client Management →
kaido · clients
ClientsActiveTrialsInactive+ Add ClientElise Fontaine
Leadership 1:1
8 of 12 hoursActiveMarcus Oyelaran
Executive coaching
9 of 12 hoursActiveCaleb Wren
Health reset
1 of 4 hoursTrial
3 clients · every relationship, one record: sessions, payments, notes, next step
Step three · The revenue
Track what you earn without leaving Kaido
See your revenue, recent payments, and what came in this month, each transaction tied to its client. No digging through Stripe to answer a basic billing question.
Powered by Payments & Billing →
kaido · payments · overview
Last 7 daysLast 30 daysLast 90 daysThis yearApply filtersRevenue · 30 days
$0
Transactions
0
Avg. transaction
$0
Revenue over time
↑ 24% vs prior period
$1,480Jun 22$2,040Jun 29$1,800Jul 6$3,620Jul 13Recent transactions
- Jul 17Dana WhitfieldExecutive coaching, deposit$1,800
- Jul 15Momentum groupJuly cohort · 6 seats$1,200
- Jul 13Elise FontaineLeadership 1:1, installment 3/6$1,120
- Jul 10Caleb WrenHealth reset, installment 2/4$800
Step four · The automations
Webhooks do the busywork you used to do
Stripe events flow straight in: a payment clears and it is already logged on the right client. Kaido events flow out through Zapier to the tools you keep, your email list, your Slack, your spreadsheet. Nobody re-types anything.
kaido · automations
+ New connectionAutomations
Webhooks in, webhooks out. Your other tools stay in sync.
StripeListeningpayment.succeeded→ Payment logged on the client, receipt filed
KaidoListeningclient.signed→ Zapier adds them to your email list
KaidoListeningsession.completed→ Zapier posts a note to your Slack
Stripe events flow in. Kaido events flow out through Zapier to the thousand tools you already use. Nobody re-types anything.
Step five · The messages
Every client conversation, one inbox
Check-ins, questions, and wins arrive in threads tied to each engagement, not scattered across your personal phone. Reply from where the context lives, and mute what can wait.
kaido · messages · q3 leadership goals
Email notifications mutedRenata added as co-coachMarcus · client
Drafted my Q3 goals, three feel right, one feels like it's someone else's goal wearing my handwriting.
Clients, co-coaches, attachments, one thread per engagement, quiet inbox
Step six · The rhythm
Close the week clean. Start the next one ready.
Overdue tasks, draft notes, and clients with no upcoming session, surfaced so nothing slips through the cracks. Friday afternoon ends with an empty list instead of a nagging feeling.
kaido · tasks
Clients
Lisa MartinezCareer transition5Emma JohnsonExec leadership3Tasks for Lisa · what she owns
Complete the skills & strengths inventory
May 31Write your 'ideal next role' summary
Jun 5Complete initial assessment survey
Jun 5Schedule 2 informational interviews
Jun 9Draft personal vision statement
Jun 28
Your tasks · what you owe them
Prepare mid-program report
Jun 28
Worth saying twice
Admin does not scale with clients. It compounds.
Ten clients is not twice the admin of five, it is four times, unless the system absorbs the growth. The practices that scale calmly are not more disciplined. They are better plumbed.
The other journeys
Spend the business hours coaching.
Thirty days free with your real clients and your real programs. If Kaido doesn't hand you hours back, keep the sticky notes.