Question 1

What is Pathara?

Accepted Answer

Pathara is the Transformation Operating System for health and wellness coaches — the one calm workspace that runs intake, the Wheel Assessment, 30-second internal-state check-ins, the universal six-section session note, and group programs against a single longitudinal client timeline. It is built for the coach a generic CRM or EHR was never built for.

Question 2

How is Pathara different from a CRM or a notes tool?

Accepted Answer

A CRM stores contacts. A notes tool transcribes what happened. Practice-management software was built for clinics. Pathara tracks the one thing coaching is actually about — the client's internal state and its movement over time — and renders that as a wheel, check-ins, and a trajectory that always frames today against the baseline.

Question 3

Which coaching modalities does Pathara support?

Accepted Answer

Eight canonical coach types are preset out of the box: somatic and relational, life and mindset, health and wellness, fitness and performance, spiritual and energy, executive and leadership, relationship, and parts work (Internal Family Systems). Each has its own wheel of internal-state spokes. Coaches can add free-form tags like Tarot, Astrology, or ADHD during onboarding.

Question 4

What is the Wheel Assessment?

Accepted Answer

The Wheel Assessment is a preset modality-specific wheel personalized for each client during intake — coaches choose the wheel that matches their work, then set a baseline and a target score per spoke. Clients do quick 30-second check-ins; the trajectory view always shows current state against the original baseline so a hard week doesn't erase real progress.

Every step of the client rhythm, close at hand.

Illustrated articles

Managing clients, sessions & check-ins

Homework & affirmation cards from a session

All walkthroughs

Frequently asked

Start with one client.

We answer, in a day.

Illustrated articles

Managing clients, sessions & check-ins

Homework & affirmation cards from a session

All walkthroughs

Step 1Add a new client and shape their package

Step 2Complete intake and set a wellness baseline

Step 3Run the pre-session ritual and open the session

Step 4Import a transcript and save a draft note

Step 5Create homework from the session

Step 6Send affirmation cards by email

Step 7Create a shareable progress link

Step 7bAdd a 60-second voice note on the arc

Step 8Run a 30-second check-in

BonusRead the session briefing before you start

BonusDrop sticky notes for later

BonusComplete a Path and start the next one

Frequently asked

Do I need to record every session?

Which transcript formats work?

Can I edit a draft note after it's created?

How is the baseline used?

Who can see a shareable progress link?

What happens when a Path is complete?

Can I change the wheel I picked at intake later?

Is anything in the affirmation cards identifying?

Start with one client.

We answer, in a day.