Overview
Describe your practice in plain words and Taskade Genesis builds the app for it. Clients get private portals, you get a calendar and a record of every session, and reminders go out on their own.
TL;DR: Run a coaching practice, wellness studio, or small clinic without code. Taskade Genesis turns a prompt into a working app: private client portals via GenesisAuth, mood and progress tracking, session booking, and automated reminders. Clone a template-enabled app or start fresh. Free to start, with more capacity on paid plans. Build your app.
What you can build
Each tool below is a real app you can ship this week. You describe the outcome you want, and Taskade Genesis assembles the screens, the data, and the automations to deliver it.
- Private client portals. Clients sign in, and tested identity filters match each account to the correct appointments, notes, and plan.
- Mood and habit trackers. Clients log how they feel, and the app charts patterns over time so you both spot trends between sessions.
- Session booking pages. Clients pick an open slot, book it, and get a confirmation without a single back-and-forth email.
- Guided wellness apps. Breathing exercises, check-ins, and daily prompts that keep clients engaged between visits.
- Progress dashboards. One screen showing attendance, streaks, and outcomes across your whole client list.
| Outcome | What the app does | Plan to start |
|---|---|---|
| Each client sees matched data | Sign-in plus tested identity-to-record filters | Free to build; Business plan for your own domain |
| Track feelings over time | Daily log plus trend chart | Free to build |
| Fill your calendar | Public booking page plus reminders | Pro plan |
| Keep clients engaged | Guided exercises and check-ins | Free to build |
Explore these live apps
These are real, working apps. Open a demo to see how it behaves. If its creator enabled Share as Template, use the Clone action to copy the items listed in the clone receipt into your workspace.
| App | What it does | Try it |
|---|---|---|
| Breathe Circle | A guided breathing app with custom patterns and session tracking to help clients calm down on their own time. | Open demo → |
| Mood Tracker | Clients log daily moods, the app charts patterns over time, and an agent surfaces simple wellbeing insights. | Open demo → |
| Appointment Booking System | A client-facing booking page with a calendar and service selection, so clients reserve sessions themselves. | Open demo → |
When a Clone action is available, read its receipt to see which screens, Projects, agents, and automations Taskade copies. After cloning, review the connections. Then rename fields, change colors, swap copy, and publish.
Who it is for
These apps fit anyone running a real practice who wants software for it without hiring a developer.
| You are a | You want to | Lead with |
|---|---|---|
| Wellness coach | Book sessions and track client progress | Booking page plus progress dashboard |
| Mental-health clinic | Give each client a private, secure portal | Sign-in plus role-gated views |
| Yoga or fitness studio | Fill classes and keep regulars engaged | Booking page plus guided check-ins |
| Nutritionist or therapist | Keep notes and plans organized per client | Private portal plus session notes |
The common thread is simple. You have clients, sessions, and notes that must stay separate and private. Taskade Genesis handles all three from one workspace.
How it works
Taskade Genesis apps run on Workspace DNA: Memory, Intelligence, and Execution working as one loop. Memory is the Project that stores your clients and sessions. Intelligence is Taskade EVE, the assistant that drafts notes and surfaces patterns. Execution is the automations that book sessions and send reminders. Every action feeds the next, so the app gets more useful the more you use it.
Here is what that looks like for a mental-health clinic. A new client books an intake on the public page. Taskade EVE drafts the welcome note and the session summary. An automation puts the appointment on the calendar and sends a reminder the day before. Taskade saves the record to the clinic's Project. When the client signs in, the portal applies the clinic's tested email-to-record filter before showing matched appointments and notes. Read more on How Taskade Genesis Works: Workspace DNA.
+------------------------------------------+
| Maya's Wellness Portal [ sign out ]|
+------------------------------------------+
| Next session Thu 2:00 PM |
| My plan Week 3 of 8 |
+------------------------------------------+
| My notes |
| - Intake summary |
| - Session 2 recap |
+------------------------------------------+
| Mood this week ^ |
| __|__ __ |
+------------------------------------------+
Each client can see a page like this after you match the signed-in email to the correct Project rows and test the filter with multiple accounts.
Build your own
Start from a blank prompt or clone a live app whose creator enabled Share as Template, then shape it to your practice.
- Describe it to Taskade EVE. Open Taskade Genesis and say what you run in plain words. For example: "Build an app for my coaching practice. Each client has a private portal with their appointments, session notes, and a mood log. I need a booking page where new clients pick an open slot." Taskade EVE drafts the screens, the data, and the automations.
- Refine in conversation. Ask for changes the same way you ask a teammate. "Add a streak counter to the mood log." "Make the booking page show only morning slots." Taskade EVE rebuilds on the spot. See Ask Taskade EVE Questions and the Taskade EVE assistant guide.
- Add private logins. Turn on GenesisAuth so clients sign in and appear as App Users. Match each signed-in email to a customer field in your Project, then test two clients plus an unmatched account. Workspace roles do not automatically scope App User records. Sign-in works on every plan. Custom domains start on Business.
- Wire up automations. Add reminders, confirmation emails, and follow-up notes. Automations are the Execution side of Workspace DNA, and they run on their own once set. See Automations and Execution.
- Publish to your clients. Ship the app on a custom domain like
portal.yourpractice.com, add your logo, and share the link. See Publish and Clone Your Apps.
Frequently Asked Questions
Can each client see only their own data?
Yes, after you configure and test an explicit identity-to-record filter. Turn on GenesisAuth, match the signed-in email to a dedicated customer field, and test at least two clients plus an unmatched account. Workspace roles do not scope App User records. Sign-in is available on every plan, including Free.
Do I need to know how to code?
No. You describe your practice in plain words and Taskade Genesis builds the app. You refine it in a chat with Taskade EVE, the same way you brief a teammate. There is no setup, no hosting, and no code to maintain.
How fast can I launch?
Most operators have a working app in an afternoon. Start from a blank prompt or use the Clone action on a live app whose creator enabled Share as Template, then review the receipt and connections before customizing it. You can publish and share with clients the same day.
What does it cost?
Building and testing is free. Client sign-in with GenesisAuth is included on every plan, including Free. Paid plans add capacity, and a custom domain for the portal starts on the Business plan. Max and Enterprise add higher limits and advanced controls. See pricing for the full comparison.
Is client information kept private and secure?
Taskade provides secure infrastructure and SSL. To separate client records, turn on GenesisAuth, match each signed-in email to the correct Project rows, and test the filter with multiple accounts. Workspace roles do not scope App User records.
Which AI helps build and run the app?
Taskade EVE handles the building and the day-to-day drafting. It runs on 15+ frontier models from OpenAI, Anthropic, and open-weight providers, so it can write session notes, surface mood patterns, and answer client questions inside the app.