Good to see you, Coach.
Revenue
Breakdown across packages, sessions, workshops, memberships, products, and adjustments. Click a category to filter.
| Date | Client | Item | Coach | Amount | |
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Site Visitors
Connect Google Analytics for full traffic data.
Google Analytics is connected and tracking real-time visitors, traffic sources, page views, and conversions on goldensinsights.com. View the full dashboard:
Open Google AnalyticsFunnel
Free downloads bring people in. The digital workbook is the first purchase.
Send a newsletter
Goes to -- subscribed leads. Each email includes an unsubscribe link. Leave any block blank to skip it.
All Bookings
Every session across both coaches.
| Date | Time CST | Client | Service | Coach | Amount | Status |
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Coach Schedule
Today's sessions for both coaches side by side.
Working Hours
Set the hours each coach is open for bookings, per day of the week. Tick the hours you want open. When you save, it goes live everywhere clients book (the dashboard, booking page, reschedule, and emergency booking) with no code change.
This sets your normal weekly hours. To close a specific date or a few hours on one day (vacation, an appointment), use Block Time Off instead. For couples coaching with both coaches, a slot is offered only when LaTura and Coach Em are both open at that hour.
Holidays
Toggle a holiday on to close that whole day to bookings, every year, for both coaches. Sessions already booked are never touched. Holidays you turn on also show highlighted on your Calendar, and you get an alert about 2 weeks before each one.
Dates are calculated automatically each year, so you set this once. The date shown is the next time each holiday falls.
Block Time Off
Block specific dates or time slots so clients can't book them. Use this for vacation, doctor appointments, personal days, or one-off conflicts.
| Date | Time | Coach | Reason | Added | Actions |
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No-Shows & Late Cancellations
Charge or waive fees for missed sessions.
Calendar
Click any day to see sessions. Color-coded by service type. Daily caps shown per day.
Orders
Every purchase on the site. Card payments through Square confirm on their own; use Mark paid only for cash, check, or a card run in person. Refund sends the money back through Square.
Balance Due
Sessions with the deposit paid and the remainder still owed. The remainder is charged to the card on file about 15 minutes before the session on its own; from here you can charge it now, send a payment link, mark it paid if it was settled another way, or waive it.
Services
Turn a service on or off for booking. When a service is off, clients can no longer book it from their dashboard. Sessions already booked are never affected. Changes take effect the next time a client opens the booking page.
Couple Plans
A partner did not get their 30-Day Plan? Enter the buyer and the partner, and this connects the partner to the buyer's paid plan. If the partner already finished their assessment, it builds and emails their plan right away. If not, it gives you their assessment link to send.
Personalized plan clients
Click a client to see their plan, but only as far as they have chosen to share it from their own plan page. The badge shows what each has shared.
Workshops
Every ReCONEXXION workshop booking, with deposits and balances.
Back Office Intelligence
Live dashboard of your business signals. Red borders flag what needs attention now. AI narrative analysis appears below once your Anthropic account is set up.
AI Narrative Analysis
Daily run at 8am Central produces a written analysis + recommended actions. Requires Anthropic API key in Netlify env.
Past AI Analyses
ReCONEXXION Applications
Applicants for The ReCONEXXION Workshop. Review each one, then approve to fire the payment email, or decline to set it aside. Public link: goldensinsights.com/reconexxion-application.html
ReCONEXXION Intake Submissions
Pre-arrival forms from the couples attending ReCONEXXION. Public link: goldensinsights.com/reconexxion-intake.html
Packages
All client packages across the platform. Edit, extend, or issue new packages.
Members
Everyone who has created a Golden Insights account.
Send a Golden Insights account invite from LaTura. Their email will be pre-filled on the signup page. One account covers everything: booking sessions, packages, payments, and (when you grant access) the Golden Circle.
| Name | Phone | Joined | Email Pref | Messaging | Source | |
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Packages
Active and historical multi-session packages. Track sessions used, remaining, and expiration.
| Member | Package | Used | Remaining | Expires | Status | |
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Reports
Filter sessions by coach, service, dates, and more. Export results to CSV.
| Date | Client | Service | Category | Coach | Amount | Status |
|---|---|---|---|---|---|---|
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Import Bookings
Paste CSV rows below to bring existing sessions into Golden Insights. Each row creates the client account (if it doesn't exist yet) and the booking. When the client signs up later with the same email, their bookings will appear in their dashboard automatically.
client_name,client_email,service,date,time
Optional columns: client_phone, coach, amount, partner_name, partner_email, partner_phone, notes, zoom_url
date format:
YYYY-MM-DD (e.g. 2026-05-15) or M/D/YYYYtime format:
10:00 AM or 14:00 (assumed Central Time)coach:
latura, em, or both (defaults to the coach set for that service in config.js)
Messages
Conversations with clients. Direct messaging is included with Golden Circle membership.
Pick a thread from the left to read and reply.
Send Email
Compose and send an email to a custom list of recipients. Each email is sent individually so recipients don't see each other's addresses.
Cards and authorizations
Every policy a client agreed to, and every card kept on file with Square. A card row holds only the brand, last four digits and expiry; the number stays with Square. Charge a card from here, or from a booking in All Bookings, No-Shows and Balance Due.
| Date | Client | Kind | Policy version | Booking | Card | Status | |
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Community Members
Manage who has access to the Golden Circle community. Toggle access on or off, and see real names alongside display names.
Preview System Emails
Send a sample email to any address to review copy and design before going to real customers. Subject lines are prefixed with [PREVIEW].
The name the sample email greets.
| Photo | Real Name | Alias | Roles (private) | Joined | Access | |
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Assignments
The homework library. Members complete these in their profile and earn tier points + achievements.
Community Reports
Posts and comments flagged by members. Review and take action.
Coach Roster
Invite new coaches by email. They'll get a setup link, set their password, and land directly in their Coach Portal. They don't need to be members first.
Invite a Coach
They'll receive an email from LaTura with a setup link. After they set their password, they'll land in their Coach Portal at /coach.html with full Golden Circle access.
Current Coaches
Live Coaching
Schedule live group coaching Zooms. They show up as a countdown banner at the top of the matching Golden Circle.
Schedule a Session
Scheduled Sessions
Course Cohorts
Cohorts fill to a set size, then you start each one into its own room so up to three run in parallel. Nobody waits for another cohort to finish. When a cohort is done, finish it to free its room for the next group.
Products
The paid catalog at /products.html. Each one is a tile that links to its own sales page. Add them here, no code needed.
Add a product
Room Resources
Files members can download inside the Golden Circle. Pick who sees it, same as homework. This is separate from the public library at /resources.html.
Upload a resource
Resources
The public download library at /resources.html. Every download requires an email first, and each one is captured as a lead.
Upload a resource
Site Content
The words and photos on the public site. Fill in what you want to change and press Save. Anything you leave blank keeps the page's built in text, with a yellow "To add" marker so you can see what is still missing.
config.js. To change a price or the regular weekly hours, send the new values to whoever maintains the site, or edit config.js and redeploy. Days off and one time hour changes are in the Working Hours and Block Time Off tabs. The workshop seat count, deposit, and the amount actually charged are in the Workshops tab.
Daily Reflections
Short prompts posted to the Golden Circle once a day. Each prompt runs once per room, then rotates to the back of the line.
The daily post normally runs each morning. Use this to test, or to send a prompt out mid-day. Each room gets its next prompt in line.
Notifications
Get a ping on your phone or computer the moment a client books, pays, cancels, or messages you. Set it up once on each device you want alerted.
iPhone or iPad
Apple only allows notifications from sites that are on your home screen, so do this first.
- Open Safari (not Chrome) and go to goldensinsights.com/admin. Sign in.
- Tap the Share button at the bottom of the screen (the square with the arrow pointing up).
- Scroll down the share sheet and tap Add to Home Screen, then tap Add in the top corner. An icon called GI Admin appears on your home screen.
- Close Safari and open the site from the GI Admin icon on your home screen.
- Go to this Notifications tab and tap Turn on notifications on this device. When your phone asks, tap Allow.
Needs iOS 16.4 or newer. If you ever tap "Don't Allow" by mistake, go to Settings, Notifications, scroll to GI Admin, and switch it on.
Android phone
- Open Chrome and go to goldensinsights.com/admin. Sign in.
- Tap the three dots in the top corner, then Add to Home screen (or Install app), then Add.
- Open the site from the new GI Admin icon.
- Go to this Notifications tab and tap Turn on notifications on this device, then Allow.
Mac or Windows computer
- Open Chrome, Edge, or Safari and go to goldensinsights.com/admin. Sign in.
- Come to this Notifications tab and click Turn on notifications on this device, then Allow in the browser's popup.
- Optional: in Chrome or Edge click the small install icon at the right end of the address bar to add GI Admin as its own app window.
On a Mac, notifications also have to be allowed for the browser in System Settings, Notifications.
What you get alerted about
New bookings and deposits, package purchases, ReCONEXXION registrations, cancellations, failed auto charges, refunds, new contact form inquiries, and new client messages. Email alerts to the practice inbox keep going out either way; push is on top of that.