Edit Coach / Consultant

Customize terminology, apps, pipeline, and sidebar for this industry template.

Identity

Basic info shown to companies using this template.

Emoji

Template name

Terminology

Rename core concepts to match the industry's vocabulary.

projects

leads

contacts

Enabled apps

Apps available out of the box for companies using this template.

3 enabled

VibeCraft

AI workflow planner

AI Lead Assistant

Score & enrich leads

Timeline Builder

Visual project timelines

Client Portal

Branded client experience

Social Planner

Plan & schedule content

Invoices Pro

Faster billing

Smart Forms

Dynamic intake forms

Automations

If-this-then-that

Pipeline stages

Default stages for the leads pipeline.

Sidebar navigation

Edit sidebar item labels and toggle visibility.