Self-serve guide

How to use Coach OS — step by step

Operator path after you understand the product loop: set up, Cover access, invite, run, and close — without waiting on Live Aware staff.

Start with the map 7-day pilot plan Product loop (home)

See the map

Know the pieces before you click anything.

You operate as a Professional on liveaware.in (Coach OS / Professional Workspace).
Your clients use Personal OS on the Live Aware mobile app.
A Program is your reusable design. A Cohort is one dated run of that Program. The Program Journey is what participants work through.
Live Aware Access Plans fund client access — buy inventory, then Cover with 1 plan per person you sponsor.

Create your account & open Workspace

Same Live Aware identity; Professional context for operate.

Sign up or sign in on liveaware.in with the email you will use for your practice.
Open Professional Workspace (/workspace/professional). Confirm you can see Programs, Cohorts, and Live Aware Access Plans.
Optional: on mobile, open Coach Hub with the same account if you will guide from your phone.

Open Professional Workspace

Download the Live Aware app

You need the app to understand the client experience — they need it to join.

Install Live Aware on your phone and log in with the same account.
Walk the personal side briefly so you can explain Journey, consent, and daily practice in plain language.
Tell participants: this is a program cohort — not a random app download ad.

Get the Live Aware app

Share these links with participants after (or with) the invite.

Create a Program

Your intellectual structure — reusable across cohorts.

In Professional Workspace → Programs, create a Program with a clear name and intent (what transformation this run is for).
Add the curriculum / assignments you intend: modules, reflections, practices, Video Library items as applicable.
Do not use Enterprise Leadership Message content for Self-Serve Program OS — keep Program media on the Program path.

Go to Programs

Create one Cohort

A dated run of your Program for a real group.

Under that Program, create a Cohort with start/end dates and a status you understand (draft vs active).
Decide invite list size N before you buy Access Plans or send invites.
Start with one cohort. Master the loop once before scaling.

Go to Cohorts

Buy Access Plans & Cover participants

Hard gate before invites — avoid registration without usable access.

Open Live Aware Access Plans on liveaware.in (Professional Workspace) or in the mobile Coach Hub → Access Plans.
Buy the quantity you need (monthly or annual) through Easebuzz. Available inventory should increase — website and app share the same inventory.
When ready to fund someone: Cover with 1 plan — Available decreases by one; that person becomes Covered. Duration starts on assignment.
On mobile you can also Cover from Cohort Members when funding status shows Needs Cover.
Referral codes attribute relationships only — they do not enroll someone in a cohort or consume inventory.
Do not send invites until Available ≥ N (or you have a clear Cover plan for each invitee).

Live Aware Access Plans (web)

Invite participants

Enrollment into your cohort — after Cover readiness.

From the cohort, send invitations to your finalized list.
Confirm emails arrive (check spam with one test address).
Share a short orientation: why this cohort exists, what to do each week, what consent means, how you will guide.

Help them onboard (Day 0–2)

Success = joined + consented + Journey opened once.

Participant installs Live Aware, creates/logs into their account, and accepts the invite.
They appear on your cohort roster.
They complete Program Share Consent (accept or decline — be ready to explain honestly).
They open Program Journey (or My Programs) and start the first assignment or module.

Run the cohort

Continuity between sessions — guidance, not surveillance theater.

Keep Journey work current: assignments, practices, reflections.
Use Participant Intelligence and Cohort Intelligence (consent-filtered) to see where people are stuck.
Send Coach Guidance / interventions when needed — recommend the next aligned action.
Hold your mid-cohort check-in. Adjust pacing if the group drifts.

Close & continue with Live Aware

Transformation should continue after the cohort.

Complete / close the cohort when the run ends.
Tell participants clearly: their Live Aware User account persists — they can keep using Personal OS without you operating every day.
Optional: Advisory Circle or independent modules as a soft next step — not required for a successful close.

Quick reference

Words you’ll use every week

Keep this vocabulary consistent with your clients — it reduces confusion more than any feature tour.

Program: Reusable structure you design (curriculum, intent, journey items).
Cohort: One dated run of a Program with specific participants.
Program Journey: The participant’s assigned path of work inside the cohort.
Access Plan: Funded Live Aware access unit you buy into inventory and assign (Cover).
Cover with 1 plan: Assign one Available Access Plan to a participant; duration starts then.
Personal OS™: Client interface on the mobile app — peer to Coach OS™.
Coach Hub: Mobile operate surface for Professionals (optional if you work web-first).

FAQ & queries

Questions coaches ask — and yours next

Start with the seeded FAQ. If your situation isn’t covered, post a query — strong answers can be published here for every professional.

You can operate Programs and Cohorts on liveaware.in. Download the app anyway so you understand the participant experience — and so you can use Coach Hub if you guide on the go. Participants almost always need the app for Journey and daily practice.

Ask a question

Stuck? Post a query.

Useful answers may be published in the FAQ on this page so every coach benefits.

Ready to operate?

Open Professional Workspace and run the steps in order. Come back to this page whenever you need the map.

Open Professional Workspace Back to Coach OS home