{
  "schema": "discordtemplatehub.template/v1",
  "source": "https://discordtemplatehub.vibiz.app/templates/coaching-clients",
  "updated": "2026-11-12",
  "slug": "coaching-clients",
  "name": "Coaching Clients",
  "title": "Coaching Client Discord Server Template",
  "description": "Discord server template for coaches: a private space per client, weekly check-in forum, group calls, resource library and a clean way to offboard clients.",
  "tagline": "For fitness, business, life and career coaches running client work on Discord.",
  "bestFor": [
    "1:1 coaching with 5 to 60 clients",
    "Small group programs with private check-ins",
    "Coaches replacing WhatsApp groups"
  ],
  "sizeHint": "Designed for up to roughly 60 active clients; above that, use threads instead of channels.",
  "discord_template_url": null,
  "categories": [
    {
      "name": "START HERE",
      "channels": [
        {
          "name": "welcome",
          "type": "text",
          "topic": "How coaching works here: response times, call schedule, check-in day.",
          "access": "Everyone can read; only Staff can post"
        },
        {
          "name": "announcements",
          "type": "announcement",
          "topic": "Schedule changes and new resources.",
          "access": "Everyone can read; only Staff can post"
        },
        {
          "name": "how-to-check-in",
          "type": "text",
          "topic": "The weekly check-in format, pinned.",
          "access": "Everyone can read; only Staff can post"
        }
      ]
    },
    {
      "name": "CLIENT HUB",
      "channels": [
        {
          "name": "weekly-check-ins",
          "type": "forum",
          "topic": "One post per client, renamed '{Client name} check-ins'. Clients reply every week; coach answers in the post.",
          "access": "Client roles; every client can read every post (see permission notes)"
        },
        {
          "name": "group-chat",
          "type": "text",
          "topic": "Shared chat for all current clients.",
          "access": "Client role"
        },
        {
          "name": "wins",
          "type": "text",
          "topic": "Client wins. Great social proof (ask before sharing outside).",
          "access": "Client role"
        },
        {
          "name": "resources",
          "type": "forum",
          "topic": "Workouts, worksheets, scripts. Tags by topic.",
          "access": "Clients read; Coach posts"
        }
      ]
    },
    {
      "name": "PRIVATE CLIENT ROOMS",
      "channels": [
        {
          "name": "client-firstname",
          "type": "text",
          "topic": "One private channel per 1:1 client (duplicate this). Only that client and Coach can see it.",
          "access": "One client + Coach"
        }
      ]
    },
    {
      "name": "CALLS",
      "channels": [
        {
          "name": "Group call",
          "type": "voice",
          "topic": "Weekly group call; use Scheduled Events.",
          "access": "Client role"
        },
        {
          "name": "1on1 room",
          "type": "voice",
          "topic": "Private calls. Limit 2.",
          "access": "Coach moves clients in"
        }
      ]
    },
    {
      "name": "COACH",
      "channels": [
        {
          "name": "coach-notes",
          "type": "text",
          "topic": "Your private notes and to-dos.",
          "access": "Hidden from everyone except Staff"
        },
        {
          "name": "mod-log",
          "type": "text",
          "topic": "Logs.",
          "access": "Hidden from everyone except Staff"
        }
      ]
    }
  ],
  "roles": [
    {
      "name": "Coach",
      "color": "#3a2fb8",
      "purpose": "You (and assistant coaches)",
      "permissions": [
        "Manage Channels",
        "Manage Roles",
        "Manage Threads",
        "Move Members"
      ],
      "assignedBy": "Owner"
    },
    {
      "name": "Assistant",
      "color": "#ff6b4a",
      "purpose": "VA or assistant coach",
      "permissions": [
        "Manage Messages",
        "Manage Threads"
      ],
      "assignedBy": "Coach"
    },
    {
      "name": "Client: 1:1",
      "color": "#22c55e",
      "purpose": "Active 1:1 clients",
      "permissions": [
        "View CLIENT HUB",
        "Their own private room (member override)"
      ],
      "assignedBy": "Coach after payment"
    },
    {
      "name": "Client: Group",
      "color": "#0ea5e9",
      "purpose": "Group program clients",
      "permissions": [
        "View CLIENT HUB"
      ],
      "assignedBy": "Coach after payment"
    },
    {
      "name": "Alumni",
      "color": "#94a3b8",
      "purpose": "Finished clients; keep #wins and #group-chat read-only",
      "permissions": [
        "Read History in #wins"
      ],
      "assignedBy": "Coach at offboarding"
    }
  ],
  "permissionNotes": [
    "Private client rooms: deny View Channel for @everyone on the category; on each room add a member override for that one client. Do not sync the room back to the category or the override is lost.",
    "If you have more than about 50 clients, switch to private threads in one #client-rooms channel: fewer channels, same privacy.",
    "Forum posts in #weekly-check-ins are visible to every client by default. If check-ins must be private, use the private rooms instead.",
    "Offboarding: remove the Client role, add Alumni, archive the private room (move it to an ARCHIVE category with View Channel denied)."
  ],
  "onboarding": [
    {
      "question": "Which program are you in?",
      "required": true,
      "multiSelect": false,
      "options": [
        {
          "label": "1:1 coaching",
          "grants": "Shows #how-to-check-in; Coach adds the Client: 1:1 role after checking payment"
        },
        {
          "label": "Group program",
          "grants": "Shows #how-to-check-in; Coach adds the Client: Group role after checking payment"
        }
      ]
    },
    {
      "question": "What do you want to work on first?",
      "required": false,
      "multiSelect": true,
      "options": [
        {
          "label": "{Goal area 1}",
          "grants": "Tag for coach context only"
        },
        {
          "label": "{Goal area 2}",
          "grants": "Tag for coach context only"
        }
      ]
    }
  ],
  "automod": [
    {
      "rule": "Block Mention Spam",
      "setting": "On, with a low mention limit per message and raid protection enabled.",
      "response": "Block message + alert #mod-log + timeout member"
    },
    {
      "rule": "Block Suspected Spam Content",
      "setting": "On for all channels.",
      "response": "Block message + alert #mod-log"
    },
    {
      "rule": "Custom keyword rule: scams",
      "setting": "Keywords such as *free nitro*, *steam gift*, *dm me for*, *investment opportunity*. Exempt Staff.",
      "response": "Block message + alert #mod-log + timeout member"
    },
    {
      "rule": "Custom keyword rule: invite links",
      "setting": "Block *discord.gg/* and *discord.com/invite* outside Coach.",
      "response": "Block message + alert #mod-log"
    }
  ],
  "bots": [
    {
      "name": "Sesh",
      "url": "https://sesh.fyi",
      "job": "Events and reminders",
      "why": "Timezone-aware event times and reminders on top of Discord's native Scheduled Events.",
      "optional": true
    },
    {
      "name": "Carl-bot",
      "url": "https://carl.gg",
      "job": "Role menus, logging, tags",
      "why": "Button and reaction role menus for anything Onboarding doesn't cover, plus detailed mod logs and saved answers (tags).",
      "optional": false
    },
    {
      "name": "Craig",
      "url": "https://craig.chat",
      "job": "Call recording",
      "why": "Records voice channels for clients who miss a call. Always announce it and get consent first.",
      "optional": true
    }
  ],
  "welcomeMessages": [
    {
      "where": "#welcome",
      "text": "Welcome to coaching with {Coach name} 👋\n\nHow it works:\n• Check-in day: every {day}. Use the format in #how-to-check-in.\n• I reply within {X} business hours, Monday to Friday.\n• Group call: {day/time, timezone}. It's in the Events tab.\n• Your private room is only visible to you and me."
    },
    {
      "where": "#how-to-check-in (pinned)",
      "text": "**This week I did:**\n**Numbers:** (weight / revenue / hours / whatever we track)\n**What got in the way:**\n**Next week I will:**\n**Question for {Coach}:**"
    }
  ],
  "checklist": [
    {
      "phase": "Structure",
      "items": [
        "Create roles",
        "Create the PRIVATE CLIENT ROOMS category with @everyone denied",
        "Create one room per client with a member override"
      ]
    },
    {
      "phase": "Routine",
      "items": [
        "Pin the check-in format",
        "Create the weekly group call as a recurring Scheduled Event",
        "Decide your reply hours and post them in #welcome"
      ]
    },
    {
      "phase": "Offboarding",
      "items": [
        "Create an ARCHIVE category hidden from everyone",
        "Write your offboarding steps in #coach-notes"
      ]
    }
  ],
  "guides": [
    "https://discordtemplatehub.vibiz.app/guides/coaching-client-discord-template",
    "https://discordtemplatehub.vibiz.app/guides/discord-private-channel-per-client",
    "https://discordtemplatehub.vibiz.app/guides/discord-weekly-check-in-forum"
  ],
  "notice": "Discord Template Hub is an independent template shop. Not affiliated with, endorsed by or sponsored by Discord Inc. Discord is a trademark of Discord Inc."
}