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How do I sign up as a coach?
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Do I need to enter payment details for the trial?
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How do I invite clients?
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How do I schedule sessions?
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How does the session work?
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How do I take notes during a session?
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Can I customize the AI notes that Osmo generates?
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Can I track tasks and client progress?
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Does Osmo take a percentage of my earnings?
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How do I accept payments?
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Can I send contracts or invoices?
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Can I create coaching packages or programs?
How do I sign up as a coach?

You can request access on our website.
Once accepted, Osmo automatically starts your 14-day free trial, giving you full access to everything — sessions, notes, AI Assist, Pods, and more.
The trial is a gentle invitation to explore without pressure.

Do I need to enter payment details for the trial?

Absolutely not. You can explore Osmo freely for 14 days before choosing whether to subscribe or not.

How do I invite clients?

Simply go over to the Clients tab, add their email and send an invitation.
They receive a warm welcome and a private login to their own client portal.

How do I schedule sessions?

Scheduling on Osmo is simple and intuitive — designed to feel as smooth as the coaching relationship itself.

As a coach, you can schedule a session by clicking “Schedule Session” in the Upcoming Session widget or directly from your Calendar.
From there, you’ll see your meeting types and your availability.
Just choose what feels right, pick a date and time, and Osmo takes care of the rest — sending confirmations to both you and your client.

If you allow clients to schedule their own sessions, they’ll follow a similar flow. Set your availability in your calendar settings.
Clients see your availability on their dashboard calendar, choose a time that works for them, and Osmo automatically sends confirmations to both sides.

Simple, clear, and coordinated.

How does the session work?

At your meeting time, both you and your client click Start session from your dashboard.
If you’re using AI Assist, just remember to admit the meeting bot so it can capture notes and insights silently.

How do I take notes during a session?

You may:
Write your own notes after a session
or
Let AI Assist generate structured notes automatically based on an AI template you choose

You can then review, edit, and send these to your client when ready.

Can I customize the AI notes that Osmo generates?

Yes! Osmo comes with a beautifully crafted default AI template that gives you clear, structured session notes right out of the box.

If you prefer a different style, you can also create your own templates with your own prompts.
Just add a new template by navigating to Settings -> AI Template, write the structure or questions you’d like the AI to follow, and Osmo will generate notes in the exact style that feels right for your practice.

Can I track tasks and client progress?

Yes. You can add tasks, reflections, and follow-ups — all of which appear clearly in your client’s portal.

Does Osmo take a percentage of my earnings?

No. Never. Your income stays entirely yours.

How do I accept payments?

In Settings, you can either connect your Stripe account or add payment links (like PayPal, Venmo, or any URL). You can set your default payment type in Settings -> Client Payment.
Clients see this option when you send invoices.

Can I send contracts or invoices?

Yes. Osmo allows you to send and track contracts, agreements, and invoices directly through the platform.

Can I create coaching packages or programs?

Yes. You can offer single sessions, packages, or structured journeys.
Everything is customizable to your style of coaching.