Cohere User Dictionary

A guide to the core concepts, terms, and tools that make up the Cohere Platform experience.

This guide helps you quickly understand how Cohere works — whether you’re a Creator (healer, teacher, or conscious entrepreneur), a Client, or a Partner.

👤 Core User Roles

Creator

A Creator is anyone offering services on Cohere. Creators include coaches, healers, practitioners, facilitators, teachers, consultants, and guides who deliver live, in-person, or digital experiences to clients through the platform.

Creators use Cohere to market, sell, schedule, and deliver their services, manage client relationships, and host sessions, programs, and communities.

Partner Creator

A Creator may invite another Creator or team member into Cohere to co-manage services, co-facilitate sessions, or support delivery.

Client

A Client is someone who has purchased or enrolled in services from a Creator on Cohere.

Affiliate

Affiliates are individuals or organizations who promote a Creator’s services (or Cohere itself) and earn revenue through tracked referral links.

📊 Creator Side: Key Spaces

Business Dashboard

The Creator’s central workspace. See upcoming sessions, recent creations, insights, payments, and client activity. Your hub for running your business.

Create Button

Your quick-start menu to launch:

• Services (1:1, Group, Memberships, Communities, Workshops)
• Lead Magnets
• Email Campaigns & Sequences
• Forms & Quizzes

Contacts (CRM)

A record of all leads and clients. Each profile shows enrollments, payments, forms, quizzes, notes, tags, and chat history.

Email Marketing

Campaigns (one-time emails), Sequences (automated nurture flows), Tags, and Segments to keep your audience engaged.

Website Builder

Your personalized digital storefront. Showcase up to 10 services and lead magnets, add your bio, link URLs, and invite leads to connect.

Lead Magnets

Landing pages that exchange free value (video, PDF, meditation, quiz, etc.) for a client’s email, helping you grow your list.

Calendar

Manage availability, bookings, and sessions. Sync external calendars for seamless scheduling.

Community

Spaces where clients gather and connect. The main feed shows all posts across your communities, or you can view each individually.

Chat

Message clients (1:1 or group) with a synchronized web + mobile experience.

Payments & Payouts

Manage your bank account, payouts, coupon codes, and download reports of all sales.

Forms & Quizzes

Collect applications, intakes, and assessments. Integrated forms appear inside services for easy enrollment.

Affiliate Program

Easily invite friends and your community to Cohere. Earn 30% shared revenue on referrals, creating recurring income for your business.

Cohere Academy

A library of training and resources to help you grow as a conscious entrepreneur, master the platform, and scale your business. Join thousands of inspired Creators learning together.

Marketplace (Coming Soon)

Cohere’s collective storefront where clients can discover and purchase services, lead magnets, and communities from aligned Creators.

Cohere AI Marketing Agent (Coming Soon)

Your conscious AI business guide. This assistant helps you launch services, craft campaigns, and optimize your flow directly inside Cohere.

🛠️ Service Types

1:1 Sessions

1:1 Sessions are private, one-to-one experiences between a Creator and an individual client.

They can be offered as single sessions, session packages, or ongoing subscriptions, and may be free or paid.

Complete Client Experience

When set up as a Complete Client Experience, clients receive access to a private client portal where they can:

• Book and join sessions
• Access session notes and shared resources
• Message the Creator
• Receive calendar invites, video meeting links, reminders, and notifications

This option is ideal for paid clients and long-term one-to-one work.

Simple Experience Without a Client Account

Alternatively, 1:1 Sessions can be set up as a Simple Experience Without a Client Account.

This creates a lightweight booking page for:

• Discovery calls
• Sales calls
• Introductory or exploratory conversations

Clients can schedule sessions without creating an account and still receive calendar invites, video meeting links, and reminders.

Group Course

Group Courses are designed to deliver a structured experience to multiple clients at the same time.

They may include:

• One or more live sessions
• Self-paced modules
• In-person events
• Or a combination of formats

Group Courses support integrated community features, shared resources, and learning delivered over time. They are ideal for cohort-based programs and guided transformations.

Clients receive session reminders, community notifications, calendar invites with video meeting links, and ongoing access to course materials.

Workshop

Workshops are focused, time-bound experiences often used for lead generation or short-term engagement.

They typically include:

• One or more live sessions such as trainings or masterclasses
• Interactive or educational formats

Workshops make it easy for clients to register and join live sessions and may include access to a free community for continued engagement.

Clients receive session reminders, community notifications, calendar invites with video meeting links, and related resources.

Membership

Memberships allow Creators to offer recurring access through monthly or annual subscriptions.

They are ideal for delivering ongoing value through:

• Live sessions
• Self-paced content
• In-person events
• Or hybrid experiences

Memberships include built-in community and resource features that support long-term engagement and relationship-building.

Clients receive recurring access, session reminders, community notifications, calendar invites with video meeting links, and ongoing content updates.

Community

Communities provide a shared space for connection, discussion, and ongoing support.

They may be offered as:

• A standalone paid or free experience
• Part of a Membership, Group Course, or Workshop

Communities focus on interaction, conversation, and belonging, and may include live sessions, posts, events, and shared resources.

Clients receive community notifications, session reminders when applicable, calendar invites with video meeting links, and access to shared discussions and content.

📂 Service Admin Tabs

• About – Internal view of your landing page.
• Sessions – Schedule, track, and launch.
• Calendar – Show all sessions for a service.
• Community – Manage group discussions, links, and resources.
• Resources – Upload PDFs, guides, or exercises.
• Notes – Keep private notes per session.
• Team – Invite Partner Creators or co-creators.
• Testimonials – Add client experiences.
• Emails/SMS – Send reminders, updates, or follow-ups.

🌱 Client Side

Journey Dashboard

Tracks all enrolled services, upcoming calls, past calls, and Creators they follow.

Community

View and interact with all joined communities in one feed or separately.

Chat

Message your Creator 1:1 or in groups.

📧 Email Marketing Essentials

Campaigns

A one-time email broadcast to your list, segments, or tags.

Sequences

Automated series of emails triggered by actions (e.g., joining a workshop).

Tags

Labels applied to contacts (auto or manual).

Segment

A custom group filtered by tags, actions, or status.

👥 Contact Definitions

Contacts

Your full database of both leads and clients.

Leads

Potential clients who’ve engaged but not purchased yet.

Clients

Paying customers (auto-converted when a purchase is made).

📅 Session & Payment Definitions

Session

A scheduled meeting (1:1 or group).

Group Session

A live session with multiple clients.

Session Duration

Length of a session (30, 60+ min).

Pay-Per-Session

A model where clients purchase sessions individually.

Session Package

A discounted bundle of multiple sessions.

Availability

The times you set for booking.

Subscription

Recurring payments for ongoing access.

💡 Need help?
If you get stuck or have questions, our team is here for you! Reach us anytime at support@cohere.live and we’ll get back to you quickly. 🚀