For coaches
Only for coach accounts on Simple Macros for Coaches. Once you're a coach, your assistant gets these tools on top of your own: read your clients, send and manage invites, change your code, edit your profile and remove a client. They only ever see clients who shared their data with you, and a client's name means one of your clients, never anyone else. Your assistant asks before it removes a client, cancels an invite, changes your code or overwrites your profile. Coaches only view: no tool messages a client or changes their goals. You can turn coach access off for any assistant on the AI Assistants page of your coach dashboard.
Propose client goals
Writespropose_client_goals
Propose fixed daily goals to an active client by relationship_id. Does not change goals until the client explicitly accepts. Optional start_date and end_date are inclusive in the client timezone. Uses the same minimum, maximum, target and range rules as personal goals.
Français (Canada) : Envoyer une proposition au client. Ses objectifs ne changent qu’après son acceptation.
List my clients
Read-onlylist_my_clients
List only the signed-in coach's connected clients: names, connection status, organization name when applicable and the relationship reference used to select a client. Includes active clients and pending requests. No fitness records or check-in assessments are returned. Use get_client_days for an active client's records. Access is checked on every request.
Français (Canada) : Consulter uniquement les clients accessibles au coach connecté.
Try saying
- “List my clients”
- “Is Cody connected to me?”
Get a client's days
Read-onlyget_client_days
Read one active client's records for a date range: logged meals with every food and its recorded nutrients, stored steps, weigh-ins, water entries and daily goals. Resolve client only among the coach's authorized relationships. Dates use the client's timezone; default today. Select only the needed categories with include. Returns dated records, not averages, trends, adherence scores or comparisons. Calculate those from the returned records, using the correct denominator. Never treat null steps or null water as zero or an empty meal log as zero food intake. Today is marked partial. Workouts are device-only and unavailable here. Follow next_start until has_more is false before describing the whole range. Client sharing consent includes connected AI assistants. Tracked fitness data is returned only for active relationships that authorize the signed-in coach or organization admin. Clients can revoke sharing in Settings, and permissions are checked on every request. Results are tracking summaries, not medical diagnoses or treatment recommendations.
Français (Canada) : Consulter les catégories demandées pour un client autorisé. Utiliser son fuseau horaire et les unités du coach.
Try saying
- “How many steps has Cody averaged over the last 7 complete days?”
- “Show Cody's meals and weigh-ins for September”
My coach code, link and invites
Read-onlyget_coach_invite_link
The coach's code and permanent link to send a client (the client opens it, installs Simple Macros and approves sharing), plus email invites nobody has accepted yet. For each organization they belong to, also their org code and link: a client who uses it joins the org and is assigned to this coach. Use for 'what's my coach code?', 'send me my link' and 'did Tammy accept my invite?'. The QR code is on simplemacros.com/coach/invite. To change the personal code use set_coach_code.
Français (Canada) : Consulter le code, le lien et les invitations du coach. Le client doit approuver le partage.
Try saying
- “What's my coach code?”
- “Give me the link to send a new client”
- “Has Tammy accepted my invite yet?”
Change my coach code
WritesDeletesset_coach_code
Change the coach's code (and so their link). Either a code they choose, 3 to 12 letters and numbers such as their name (SARAHLEE): spaces and dashes are dropped and it's saved in capitals, and the old code keeps working so links and QR codes already handed out still reach this coach. Or `random: true` for a new random code, for when a code was shared somewhere it shouldn't be: then the current code AND every old one stop working, so confirm with the coach first. Up to 5 code changes a day.
Français (Canada) : Modifier le code du coach, en conservant les anciens codes comme indiqué dans la réponse.
Try saying
- “Change my coach code to SARAHLEE.”
- “Can my coach link use my name instead of random letters?”
- “Someone posted my coach code online, give me a new one.”
Resend a client email invite
WritesDeletesresend_client_invite
Resend an open Simple Macros coaching invite identified by its email address or invite_id from get_coach_invite_link. Emails the recipient a fresh link valid for 14 more days, invalidates the old link, and revives an expired invite. Only invites sent by this coach can be resent. Confirm with the coach before sending.
Français (Canada) : Renvoyer l’invitation demandée. Vérifier emailed avant d’annoncer l’envoi d’un courriel.
Try saying
- “Resend my invite to tammy@example.com”
Cancel a client invite
WritesDeletescancel_client_invite
Cancel an open Simple Macros coaching invite identified by its email address or invite_id from get_coach_invite_link. Invalidates its link in Simple Macros without sending an email. Only invites sent by this coach can be canceled. Confirm with the coach before canceling.
Français (Canada) : Annuler le lien d’invitation demandé.
Try saying
- “Cancel the invite I sent to jordan@example.com”
Update my coach profile
WritesDeletesupdate_coach_profile
Read or change the signed-in coach's profile stored in Simple Macros: name, business, headline (80 characters max), specialties (up to 5 of: Weight loss, Muscle gain, Strength, Endurance, Sports performance, General health, Plant-based, Women's health, Men's health, Over 50, Bodybuilding, Habit coaching, Postpartum), how they coach (online, in person or both), city/region/country, languages, a price note, website, Instagram and TikTok usernames, and whether they're taking new clients. Only updates this coach's Simple Macros profile. Website and social usernames are stored as profile text; no websites or social accounts are contacted or edited. Only the fields passed change; call with no fields to read the profile. Show the coach the new text before saving. The photo is changed on simplemacros.com/coach/settings.
Français (Canada) : Modifier uniquement les champs demandés du profil de coach.
Try saying
- “Update my headline to mention I also coach online”
- “Add strength training to my specialties”
- “I'm not taking new clients right now”
Each business_name is one of:
Each coaching_format is one of:
Each price_note is one of:
Each website_url is one of:
Each instagram_handle is one of:
Each tiktok_handle is one of:
Remove a client
WritesDeletesremove_client
End coaching with a client, or decline one who is waiting for a seat. The coach stops seeing their data right away and the seat frees up. An active client gets a notice. This is the only way to free a seat; to come back, the client reconnects with the coach's code and approves sharing again. An organization client leaves the whole organization, and only an owner or admin can remove them (to move them to another coach, use assign_client). Confirm with the coach first.
Français (Canada) : Retirer la relation demandée selon les confirmations requises.
Try saying
- “Remove Tammy as a client”
- “I'm not coaching Jordan anymore”
- “Decline Pat's request”
Approve a waiting client
Writesapprove_pending_client
Let a client who is waiting (pending_coach) in. While coaching is free nobody new waits, since there are no client limits; this is for an older request. If a plan limit is ever back on and the plan is full, the coach frees a seat by removing a client (remove_client). Only an owner or admin can approve an organization client.
Français (Canada) : Approuver la demande de connexion du client.
Try saying
- “Approve Jordan's request”
- “Let my waiting client in”
Invite a client by email
Writesinvite_client_by_email
Email someone a one-time invite to connect with the coach in Simple Macros (the same invite the portal sends; it expires in 14 days). Whoever accepts it and approves sharing becomes the client. With `organization`, the client joins that organization instead: a plain org coach's invite assigns the client to themselves; an owner or admin may pick a coach with `assign_to` (or leave the client unassigned). Confirm the address with the coach first.
Français (Canada) : Créer une invitation pour l’adresse demandée. Vérifier emailed avant d’annoncer l’envoi d’un courriel.
Try saying
- “Invite tammy@example.com as a client”
- “Send an invite to my new client Jordan at jordan@example.com”
My reviews
Read-onlylist_my_reviews
Reviews clients left for the coach, newest first, with the coach's reply if any, plus the average rating.
Français (Canada) : Consulter les notes et avis du coach. Conserver les textes des auteurs.
Try saying
- “What are my clients saying about me?”
- “Do I have any new reviews?”
Reply to a review
WritesDeletesrespond_to_review
Post or replace the coach's one public reply to a client review stored in Simple Macros. Only updates reviews of this signed-in coach within Simple Macros; it does not contact external review platforms. The reply is displayed on the coach's Simple Macros profile. An empty response removes the reply. It replaces any earlier reply, so confirm the wording with the coach first.
Français (Canada) : Publier ou retirer la réponse du coach à l’avis demandé.
Try saying
- “Reply to Tammy's review: thanks so much, proud of your progress!”
Coaching access and client capacity
Read-onlyget_coaching_plan
Read the signed-in coach's current client capacity: active and pending client counts, configured limits, remaining capacity, and whether client detail access is restricted by capacity. Also returns their coaching organizations and membership roles; organization capacity is available only to owners and admins. Null limits mean no configured limit. Does not change account access or client assignments.
Français (Canada) : Consulter les limites de clients et les organisations accessibles.
Try saying
- “How many clients can I have?”
- “How many client spaces do I have left?”
- “Which coaching organizations do I belong to?”