Building templates

If your sessions tend to follow a shape, a discovery call, a weekly check-in, a quarterly review, save that shape as a template. Open Settings, then Templates.

• Create a template with a name and a set of prompt bullets. Drag the bullets into order.
• Edit or delete templates any time. Deletion has a short undo window.
• Use a template when you add a session. Pick it from the menu and your bullets are pre-filled, ready to edit. CoachFile remembers which templates you use most and shows them first.

Templates are a starting point, not a cage. Every bullet is editable once you add the session.