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Admin & Tools
Internal-only. Clients never see these directly — they get the assessment link via "Add a New Client" above.
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Settings
Practice profile · AI personalization
🤖
What the AI Sees About You
A live preview of the profile injected into Macy AI and your coaching-plan prompts. If something here is wrong or stale, hit Save below to push your latest settings to the AI.
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Brand Identity — How Clients See You
These words appear throughout the client portal — in consent text, intake forms, and email receipts. Examples: "Coach", "Counselor", "Life Architect", "Mentor", "Spiritual Director".
Determines which privacy framework applies. HIPAA only applies to state-licensed healthcare providers. If unsure, choose Coaching.
Practice Profile
Contact & Address
Used in client-facing emails, plan footers, and report headers.
Used by Macy AI when discussing crisis protocols. Could be your supervising clinician, on-call partner, or backup contact.
Practice Operations
Defaults for sessions and billing. Used when generating plans and on report headers.
Branding & Communication
Customize how reports and emails look when shared with clients.
NO LOGO
PNG, JPG, WEBP, or SVG. Max 5MB.
Hex code (e.g., #C4A767 for gold). Used in plan PDFs and report headers.
Auto-appended when you click "Send" on any report or coaching plan.
🤖 Macy AI Personality
Customize how Macy speaks to you in the chat panel and quick-asks.
Direct instructions for Macy that get injected into every chat.
📝 Custom Intake Questions
Add questions you want to ask every new client. Answers appear on the client's Overview tab and are available to Macy AI.
🤝 Consent & Confidentiality
Consent text shown to clients before their assessment and on the portal intake. Strengthens scope-of-practice protection.
Shown on the assessment portal before the first question. Clients must acknowledge before starting.
The limits-of-confidentiality block. Required disclosures, mandatory reporting, etc.
Shown above the couples portal. Replaces the old marriage-only consent.
These defaults guide how the AI structures couples plans and what it tells clients about confidentiality.
⚖ Legal & Disclaimers
URLs and disclaimer text used on client portals and report footers. Important for scope-of-practice protection.
Auto-appended to printed plans, exported PDFs, and emails. Define your scope of practice clearly.
Shown in the client portal and on intake forms. Pre-populated with US defaults — edit for your country/region.
Consent Documents — What Clients See & Sign
These are the policies and consent forms shown to clients during intake. Each is signed digitally with timestamp + IP audit trail. Required documents block intake until signed; optional ones can be skipped. Click any row to view the full text.
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📜 About these documents: System templates are pre-written for Christian-coaching practices and use your branding (Life Architect, Life Architecture) automatically. Custom edits per-practitioner are coming soon.
AI Calibration — How the AI Should Work With You
Macy AI and the coaching plan generator read this profile to match your style, credentials, and scope of practice. The more you tell us, the better your plans and AI responses fit how you actually work.
⚠ Each box you check loosens the Readiness Gate for that condition. Only check what you're genuinely credentialed and trained for — this drives clinical safety.
This text gets injected directly into Macy AI and coaching plan prompts. Be specific.
Client