Tally: career coaches website template
An app template: a coach’s client portal. Each client signs in with their email, sees the sessions left in their package and when it runs out, requests their next session and follows it from Requested to Confirmed, sends a check-in before it and reads the coach’s reply, and keeps every session’s takeaways and actions in one place. The coach adds sessions and replies in the Dashboard. A public page, six member screens under /app (Home, Book, Sessions, Check-in, Package, Account) and a privacy notice with blanks.
Built from: Pages · Lists · Sign-in: users · Actions: pay
To use it, paste this into your AI chat:
Use template pagelemon.com/tp/Tally
Who it suits
Made for: career coaches, leadership and executive coaches, mentoring programmes, interview and CV coaching, public speaking coaching, business advisers with session packages. In the gallery under Client portal.
Its 9 pages
- Home: The public page: Saoirse Thorley’s leadership coaching, the packages and prices, how the client app works, and the way in for clients
- Home (app): The client’s home: sessions left in the package, the next session and its status, the latest actions from the coach, the check-in prompt and quick actions
- Book: Request the next session (day, time, video or in person, what to work on) with the moving and cancelling rule, and the requests with their status and the coach’s reply
- Move or cancel: Ask the coach to move or cancel a booked session (prefilled from the session), with the 24-hour rule, and the changes asked for with their status and reply
- Sessions: Every session newest first with its takeaways, the next step and a link to the notes
- Check-in: Send a check-in before a session (what went well, where you are stuck, one question) and read past check-ins with the coach’s replies
- Package: The package balance and use-by date, what a session includes, and Monthly coaching to join when the package runs out
- Account: The account block (email, devices, billing, leaving), the first name the coach sees, and help
- Privacy: The privacy notice, with blanks the Site Owner fills in
Look: Yellow legal pad on a teal desk, with tally marks in pen struck through in coral and a tear-off calendar page; light, calm, modern; fonts Spectral and Public Sans.
What you can change
Everything, by asking your AI: the name, words, photos, colours, fonts and pages. Your AI first asks you a few questions (such as your coaching business name, coach's name, contact email, phone, package names and sizes and how long before a session to check in), then replaces every piece of sample text with your own details. Later you can add a contact form, bookings or a password by asking again.
The rest of this page is for your AI: it says what the template is, where its files are, and how to build your site from it and publish it.
You are reading this because the user wants their own website made from the Tally template and published with Page Lemon (PageLemon.com). They may have pasted only "Use template pagelemon.com/tp/Tally": that is the whole request, so start now. In short: ask them a few questions about their business, get the template's files (with the Page Lemon connector, deploy with template: "tally" copies them for you), make the site theirs (their name, words, details and pictures; no sample content left), then publish it with Page Lemon and give them the link. The steps below say exactly how. The full publishing guide is at https://pagelemon.com/agents.
About this template
- Look: Yellow legal pad on a teal desk, with tally marks in pen struck through in coral and a tear-off calendar page (light, calm, modern)
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Pages: Home (
index.html): The public page: Saoirse Thorley’s leadership coaching, the packages and prices, how the client app works, and the way in for clients; Home (app) (app/index.html): The client’s home: sessions left in the package, the next session and its status, the latest actions from the coach, the check-in prompt and quick actions; Book (app/book.html): Request the next session (day, time, video or in person, what to work on) with the moving and cancelling rule, and the requests with their status and the coach’s reply; Move or cancel (app/change.html): Ask the coach to move or cancel a booked session (prefilled from the session), with the 24-hour rule, and the changes asked for with their status and reply; Sessions (app/sessions.html): Every session newest first with its takeaways, the next step and a link to the notes; Check-in (app/checkin.html): Send a check-in before a session (what went well, where you are stuck, one question) and read past check-ins with the coach’s replies; Package (app/package.html): The package balance and use-by date, what a session includes, and Monthly coaching to join when the package runs out; Account (app/account.html): The account block (email, devices, billing, leaving), the first name the coach sees, and help; Privacy (privacy.html): The privacy notice, with blanks the Site Owner fills in - Fonts: Spectral, Public Sans (Google Fonts)
- Live demo: https://try-tally.pagelemon.dev/ (a working copy with sample data; people opening https://pagelemon.com/tp/Tally in a browser land there). The template's own files: https://pagelemon.com/templates/tally/; the page about it: https://pagelemon.com/tp/Tally/use
- Manifest: https://pagelemon.com/templates/tally/template.json (machine-readable: files, customise, facts, interview)
Files
With the Page Lemon connector you don't need to fetch these: deploy with template: "tally" copies them all (step 2). Otherwise fetch each file from https://pagelemon.com/templates/tally/ and save it with the same relative path (including art/). Fetch nothing else: templates have no external images or scripts.
- https://pagelemon.com/templates/tally/index.html
- https://pagelemon.com/templates/tally/app/index.html
- https://pagelemon.com/templates/tally/app/book.html
- https://pagelemon.com/templates/tally/app/change.html
- https://pagelemon.com/templates/tally/app/sessions.html
- https://pagelemon.com/templates/tally/app/checkin.html
- https://pagelemon.com/templates/tally/app/package.html
- https://pagelemon.com/templates/tally/app/account.html
- https://pagelemon.com/templates/tally/privacy.html
- https://pagelemon.com/templates/tally/styles.css
- https://pagelemon.com/templates/tally/app.js
- https://pagelemon.com/templates/tally/kit.css
- https://pagelemon.com/templates/tally/kit.js
- https://pagelemon.com/templates/tally/kit-icons.svg
- https://pagelemon.com/templates/tally/site.webmanifest
- https://pagelemon.com/templates/tally/favicon.svg
- https://pagelemon.com/templates/tally/art/notebook.svg
- https://pagelemon.com/templates/tally/og.png
- https://pagelemon.com/templates/tally/apple-touch-icon.png
- https://pagelemon.com/templates/tally/icon-192.png
- https://pagelemon.com/templates/tally/icon-512.png
- https://pagelemon.com/templates/tally/icon-512-maskable.png
Notes for Tally (its customise rules)
- Thorley Coaching and Saoirse Thorley in the header, footer, titles and copy: replace every data-pl-fill fact with the owner’s own. Replace the name in site.webmanifest.name too; keep short_name as Coaching unless the owner chooses another.
- Fill in every highlighted blank on privacy.html with the Site Owner before clients use the site (not legal advice: https://pagelemon.com/agents/member-app-legal)
- setup_app with signup invite, then save_app_list for each list exactly as memberApp.lists says: package and sessions by owner (the coach adds one package row per client and lowers sessions_left after each session; adds a sessions row after each session, assigned to the client), bookings and checkins by member with their status_options and reply on. Invite each client with invite_users.
- The coach confirms a session request by setting its status to Confirmed and writing a reply (the time and the video link or address). A move updates the booking’s day and time and sets it back to Confirmed. Done is for attended sessions, and Cancelled for cancellations. A check-in is marked Replied with a short reply.
- The changes list: clients ask to move or cancel a session (members can’t edit a saved booking); the coach moves the booking (day and time, back to Confirmed) or marks it Cancelled, then marks the change Done with a reply.
- The week grid on app/book.html shows no times as taken; to show one, list it in data-ta-taken on that grid ("1-11:00" is the first day at 11:00), so a real booking is never shown as free.
- Set the paid plan with save_plan: monthly (Monthly coaching, £360 a month). Change the prices on index.html and app/package.html together. Packages sold by invoice are rows in the package list, not plans.
- Coaching about work only: never add health, diagnosis, medication, payment card, bank or ID fields, and never collect anything about children.
- Colours: Edit the :root tokens in the art-direction block at the end of styles.css (light, then dark).
- Fonts: Spectral and Public Sans, loaded from Google Fonts on every page; your AI can self-host them on request.
- Sections: Member pages live under /app on the shared app kit (kit.css, kit.js, kit-icons.svg; never edit the copies). app/index.html shows the package gate as the link to the package (app.js draws one mark per session from sessions_total and sessions_left), the next booking and the latest next step; app/book.html and app/checkin.html hold the add forms (names match the list’s fields); app/sessions.html the sessions; app/package.html the package and the Monthly coaching join button; app/account.html the account block. index.html holds no member blocks.
- Images: art/notebook.svg is the drawn notebook (880 by 1100) on the signed-out welcome screens; replace it with a photo of the coaching room at the same size if the owner has one (never a stranger’s face). The public page draws its own gate and calendar page in index.html. favicon.svg is the session gate mark.
Set up the app
This is an app template: the home page and privacy notice are public, and the pages under /app are for signed-in users, each seeing only their own entries and the entries the Site Owner assigns to them. Users sign in with a code sent to their email. The full guide is https://pagelemon.com/agents/member-app; read it before you set this up, and its legal notes at https://pagelemon.com/agents/member-app-legal.
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Needs: a kept site on App or above, and the Site Owner signed in to Page Lemon with two-step sign-in (they turn the app on themselves, at the approve link
setup_appreturns). - Never: health, mood or therapy records, accounts for children, or fields for card, bank or ID numbers (Acceptable Use: https://pagelemon.com/acceptable-use#member-app). Users pay through Stripe.
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Then:
setup_appwith these settings, the join questions and note in the user's own words, thensave_app_listonce for each list below, exactly as written, so the field names match the pages.{"site":"<site>","signup":"invite","profile_fields":[{"name":"name","type":"text","label":"First name"}],"display_field":"name","path":"/app"} -
Package (
package): the Site Owner adds these rows in the Page Lemon Dashboard (Apps tab) and assigns each to one user, who only reads it.{"site":"<site>","list":"package","label":"Package","fields":[{"name":"package","type":"text","label":"Package","required":true},{"name":"sessions_total","type":"number","label":"Sessions in the package","required":true},{"name":"sessions_left","type":"number","label":"Sessions left","required":true},{"name":"renews","type":"date","label":"Use by"},{"name":"memo","type":"long_text","label":"Note"}]} -
Sessions (
sessions): the Site Owner adds these rows in the Page Lemon Dashboard (Apps tab) and assigns each to one user, who only reads it.{"site":"<site>","list":"sessions","label":"Sessions","fields":[{"name":"date","type":"date","label":"Date","required":true},{"name":"topic","type":"text","label":"Topic","required":true},{"name":"takeaways","type":"long_text","label":"Takeaways"},{"name":"next_step","type":"text","label":"Next step"},{"name":"link","type":"text","label":"Link to the notes"}]} -
Session requests (
bookings): users add these rows themselves on the pages.{"site":"<site>","list":"bookings","label":"Session requests","fields":[{"name":"focus","type":"text","label":"What you want to work on"},{"name":"day","type":"date","label":"Day you’d like","required":true},{"name":"time","type":"choice","label":"Time","required":true,"options":["08:00","09:00","10:00","11:00","12:30","14:00","15:00","16:00","17:00","18:00"]},{"name":"format","type":"choice","label":"Where","required":true,"options":["Video call","In person, Ilkley"]}],"status_options":["Requested","Confirmed","Done","Moved","Cancelled"],"reply":true} -
Check-ins (
checkins): users add these rows themselves on the pages.{"site":"<site>","list":"checkins","label":"Check-ins","fields":[{"name":"wins","type":"long_text","label":"What went well","required":true},{"name":"stuck_on","type":"long_text","label":"Where you're stuck"},{"name":"question","type":"text","label":"One question for next time"},{"name":"session_date","type":"date","label":"For your session on","required":true}],"status_options":["Sent","Replied"],"reply":true} -
Moves and cancellations (
changes): users add these rows themselves on the pages.{"site":"<site>","list":"changes","label":"Moves and cancellations","fields":[{"name":"request","type":"choice","label":"What would you like?","required":true,"options":["Move it","Cancel it"]},{"name":"day","type":"date","label":"Session day","required":true},{"name":"time","type":"choice","label":"Time","required":true,"options":["08:00","09:00","10:00","11:00","12:30","14:00","15:00","16:00","17:00","18:00"]},{"name":"new_time","type":"text","label":"If moving: when suits you"}],"status_options":["Sent","Done"],"reply":true} -
Plans (
save_plan; the pages usedata-pl-if="plan:<id>"and join buttons):monthly"Monthly coaching" (paid, sample price 360.00 GBP a month; ask the user for theirs). Paid plans need Starter or Scale and the Site Owner's Stripe account connected;save_planreturns the onboarding link if it isn't.
Build the site, step by step
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Interview first. Ask the user these questions, a few at a time, in plain words, and collect every fact the site needs (coaching business name, coach's name, contact email, phone, package names and sizes, how long before a session to check in, privacy contact and address). If they can't answer one, remove that element rather than inventing it.
- What is your coaching business called, and what name do clients know you by?
- What kind of coaching do you do, and who are your clients?
- Which packages do you sell (name and number of sessions), and do sessions have a use-by date?
- Where do you keep session notes you share (a link per session works best)?
- How long before a session should a client send their check-in?
- Which email address and phone number should clients use?
- What address and privacy contact should the privacy notice show?
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Get the files. If you have the Page Lemon tool (the MCP connector with a
deploytool; https://pagelemon.com/docs/connect sets it up), calldeploywithtemplate: "tally"(no files): Page Lemon copies every file above on its side and returnssite,revisionand, without an account,site_token. Read each page you will change withget_siteandpath, make the changes below, then publish only the changed files withdeploy,site,base_revision(that revision) andpatch: true; show the link only after that. Without the tool, fetch the files listed above. If you cannot fetch files either, ask the user for what you need and rebuild the pages from the live demo as closely as you can. -
Make it the user's site. Follow
customiseintemplate.json:-
Replace every element marked
data-pl-fill(names, phone, email, address, hours, prices, people, dates, links, stats) on every page, then remove the attributes. Never ship adata-pl-filldefault. The sample town, street and people's names also appear in ordinary sentences,aria-labels and imagealttext: replace them there too. Name, address and phone must match exactly in the footer, the visit or contact page and the JSON-LD. -
Sample reviews (
data-pl-fill="review") are fictional: delete them unless the user gives you real ones. Delete each whole review, with its name or caption, and the section and its nav link when none is left. Never invent reviews, numbers or awards. -
Update each page's
<title>, meta description, canonical,og:urlandog:imageto the user's real address, and the JSON-LD block on the home page (type, name, address,geocoordinates (delete them unless you have the real ones), hours, phone,url). -
Photos: this template is drawn art, not photos. If the user wants their own photos, add them where they fit (compressed, WebP or JPEG under about 300 KB, real
alt). Ask for photos; never hot-link. -
Make a new
og.png(1200×630) of the new home page if you can, with itsog:imagetags; otherwise delete the sample one and itsog:imagetags (a template deploy has already left both out). Change colours only through the:roottokens instyles.css, fonts through the font tokens and the<link>that loads them. Google Fonts is fine, but it sends each visitor's IP address to Google, so the privacy-friendly choice is to self-host the font files (woff2) in the site folder with@font-face, or use system fonts. - Delete pages or sections the user doesn't need (and their nav links) rather than leaving them generic. Keep the layout, type scale and signature interaction: they are what makes it look designed.
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Remove the
<!-- Page Lemon template ... -->comment.
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Replace every element marked
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Forms and bookings. Templates have no fake forms. Each
data-pl-slotshows a fallback that works today (call, email, or the Site Owner's own booking or payment link: ask for it). The designed form sits next to it in an inert<template data-pl-slot-form="<id>">;template.json.slotssays which page has which. When the user wants the real thing (Forms and Booking: any paid plan; staff and rooms only on some, and each plan has a limit of online bookings a day), set the form up as a list (save_list) or the service (save_service), put the matching markup in the slot (reuse the template's form classes so it matches), delete the fallback and the<template>, and copy the paragraph from<template data-pl-privacy="forms">intoprivacy.html. -
Check before publishing:
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Search every file for
data-pl-fill, the template's fictional business name and its sample phone, email and street, in links too (tel:andmailto:hrefs, and map links, where the street is written like18+Linden+Walk): none left. - All links between pages work; nav and footer are the same on every page.
- Body text contrast at least 4.5:1, large text and buttons 3:1, after any colour change.
- No horizontal scroll at 320 px; headlines still fit on a phone after copy changes.
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One
h1per page, a unique<title>and meta description per page, alt text on meaningful images. - Copy sounds like the user, not like an AI (see https://pagelemon.com/guides/website-copy-that-doesnt-sound-like-ai).
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Search every file for
- Publish with Page Lemon (below; with the tool, the patch deploy from step 2 is the publish), then tell the user which template you used and that they can keep changing the site, or add bookings and forms, by asking.
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Turn on the app as "Set up the app" above says:
setup_app, thensave_app_listfor each list,save_planfor each plan, the approve link to the Site Owner,invite_users, a test withpreview_as_userandget_appwithcheck: truebefore you say it's ready.
Publish with Page Lemon
Pick the first route you can use:
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You can run shell commands: build if needed, then upload only the folder with
index.html(dist/,build/,out/…). Never upload source code,.envfiles or keys: everything you upload becomes public. (at most 100 files and 1 MB in all,index.htmlat the root):
If the user gave you an API key (node -e 'const fs=require("fs"),p=require("path"),d=process.argv[1],files=[];(function w(x){for(const e of fs.readdirSync(x,{withFileTypes:true})){const f=p.join(x,e.name);e.isDirectory()?w(f):files.push({path:p.relative(d,f).split(p.sep).join("/"),content_base64:fs.readFileSync(f).toString("base64")})}})(d);console.log(JSON.stringify({files}))' <dir> \ | curl -sS --fail-with-body -H "Content-Type: application/json" --data-binary @- https://api.pagelemon.com/v2/anonymous-sitesplak_…) or~/.config/pagelemon/credentialsexists, publish into their account instead (see "Updating a site" in https://pagelemon.com/agents). If.pagelemon.jsonexists, the site is already published: see "Updating a site" in https://pagelemon.com/agents. -
You have the Page Lemon MCP connector (
https://mcp.pagelemon.com/mcp): call itspublish_sitetool with every file. See "No shell: the MCP connector" in https://pagelemon.com/agents. -
Neither (a chat app without the Page Lemon connector): say once that they can connect Page Lemon to this AI app (steps at https://pagelemon.com/docs/connect) so you can publish and change the site for them. In the Gemini app or Grok (free plan included) it takes about a minute: Gemini at gemini.google.com/customize/connectors (Custom), Grok at grok.com/connectors (New Connector, Custom), with the link
https://mcp.pagelemon.com/mcp; then they sign in and click Allow. Give those steps in plain words. If they can't or would rather not (for example ChatGPT's free plan), don't ask them to save or upload files. Put the whole site in ONE complete page: CSS and JavaScript inline, images as https links or small data URIs, from<!DOCTYPE html>to</html>. Show it as one code block, then tell them: "Tap Copy on the code, open pagelemon.com/publish, tap Paste and publish." Only if you can really give them a downloadable .zip (a file they tap to download, not code to save): "Download this zip, open pagelemon.com/publish, tap Drop or choose a file." They get a live link with no account, online for 72 hours unless they tap Keep it free. Don't say you can't help.
Then:
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Pass on
agent_messagefrom the response in full, success or failure, in the user's language and your own words. It has the link, the expiry time, the private keep link and the terms line: copy every link, code, number, date and domain exactly, and never drop a link, deadline or the terms line (keep both its links). If it asks a question, ask it and wait. Times in it are UTC;*_atfields have them in ISO, so you can give the user's local time. -
On success, save
.pagelemon.jsonin the project folder and add it to.gitignore(see https://pagelemon.com/agents). - Offer to help keep the site (see "Keeping the site" in https://pagelemon.com/agents). Sites published without an account go offline after 72 hours unless the user keeps them with a free account.
By publishing, the user agrees to the Terms (https://pagelemon.com/terms) and Privacy Policy (https://pagelemon.com/privacy). The agent_message includes this line; keep it.
More: https://pagelemon.com/agents (full guide: updating a site, keeping it, custom domains, plugins). All templates: https://pagelemon.com/templates/index.json.