Every client at a glance – and the ones who need you.
Overview of all clients with activity score, crisis detection, pause and archive. Multi-select for bulk actions. You see immediately who is silent, who is in a streak, who needs a call.
- Activity score per client
- Crisis detection (drawdown + silence)
- Pause and archive without losing data
- Multi-select for bulk actions
A real chat per client – and a group chat for all.
Per client a separate conversation + a group chat for everyone. Images, voice messages, file attachments. With soft delete and PDF export for evidence.
- 1:1 chat per client
- Group chat for all
- Voice messages and attachments
- PDF export for evidence
Comment a trade where the trade is.
Comment client trades with text, image markup, or screen recording. Optimized for quick reviews on mobile between things.
- Text comments on individual trades
- Image markup directly on chart
- Screen recording with voiceover
- Mobile-first review
Structured teaching – in the same tool.
Create your own learning paths or use templates. Client goes through a lesson, writes a reflection, you give feedback. No Notion tab next to it.
- Custom learning paths
- Ready-made templates as a base
- Reflection per lesson
- Your feedback in context
Bookings directly in the coach portal.
You define availability slots. Clients see what is open and book directly. You can release slots by client group or to all clients. Everything in the coach portal – or you can optionally link your own Calendly/Cal.com if you already use one.
- Self-service booking
- Slot assignment per group
- Calendar sync
- Reminders automatic
One click to everyone – with read receipts.
Send trade hints or news to all active clients in one go. Per-recipient read receipts. Per-group or all-clients targeting.
- One broadcast to all
- Read receipts per recipient
- Target by group
- Voice notes possible
The client decides what you see.
The client controls per-data-area what you have access to: trades, journal, mood, commitments, screens. GDPR-compliant by default.
- Eight permission switches
- Default: only basics
- Auto-revoke on disconnect
- Client owns the data
Legally sound – without a lawyer.
An agreement describes: What do you offer? How often? With what obligations? The client accepts explicitly. If you change something, a new explicit confirmation is required – the history remains traceable as a PDF. No more 'we discussed that on WhatsApp...'.
- Version history with timestamps
- Explicit client confirmation per change
- Full PDF export
- No surprise changes
What else is included
Newer features added in recent weeks — selling coaching packages, Marketing-Service, Audit-PDF, community management.
Sell coaching packages directly
Via Stripe-Connect you sell coaching directly through FlowTrader — dedicated checkout per package, payouts go to your own account, FlowTrader keeps just 5 % commission. Direct links, cross-sell, optional 14-day payment window.
Learn moreMarketing-Service (eight automated emails)
Welcome email, renewal reminders (7d/3d/1d), re-engagement for former clients (30d/90d), payment reminders. With test approval, per-client pause and Kill-Switch. GDPR-compliant.
Learn moreAudit-PDF with versioning
Every coaching agreement is generated as a PDF automatically, confirmed by the client and versioned. When something changes, everyone knows which version is current — you keep the full history in the portal.
Community management with drag-and-drop
The coach defines categories (e.g. “Beginner”, “Funded”, “Mindset”) and groups, arranges them by drag-and-drop. Collapsible per client, emoji icons, privacy lock for premium groups.