Help

Swirlwise gives you two things. Most coaches use only the first.

• Your website on your own address, such as anna-coaching.splendidcoach.com: a home, an about and a contact page, more pages if you like, and booking for your sessions. Every coach account has this.
• Courses: lessons, quizzes, live sessions, assignments and learners. Courses are made for you by the Heartful team or by course makers. If your account has no course, the course parts of this help do not apply to you yet.

The Desk: how every screen is laid out

• The rail on the left holds your tools as icons. Hover over an icon (or tab to it with the keyboard) to see its name. On a phone the rail is a bar at the bottom; extra tools sit under More.
• Labels: on a laptop or tablet the rail shows the name next to each icon. Once you know the icons, press Hide labels at the bottom of the rail for a narrow rail; Show labels brings the names back. Your choice stays for you on this device. On a phone the bar shows icons only, unless you turn the labels on.
• The top bar shows where you are, a Draft or Live chip, the last change, and the actions for this screen, such as Preview and Publish.
• The inspector on the right holds the settings of whatever you picked in the middle.
• Colour mood (the palette icon) and day or dark (the moon or sun icon) change only how the Desk looks to you. Your website and your learners never see these choices.

Words you will see everywhere

• Draft: only you (and your course team) can see it.
• Publish: makes it public at once. There is no second confirmation.
• Preview: opens the draft in a new tab so you can check it before you publish.
• Live: what visitors or learners see right now.
• Unpublish, or Back to draft: takes it off the public side again. Nothing is deleted.

Tip: Work on a laptop or a tablet. Phones can read most screens and run a quick live session, but the page editor, dragging lessons and the lesson builder need a bigger screen.

You join with a trial code from us. The code usually comes as a join link, which fills the code in for you.

1. Open the join link, or go to Join as a coach and type your code.
2. Step 1 of 2, about you. Fill in your name (shown on your website; you can change it later) and the country your business is based in. Tick that you are 18 or over and agree to the Coach Terms. The news tick is optional. Press Start.
3. Step 2 of 2, sign in. Press Continue with Google and pick the Google account you want to use for Swirlwise. This is the account you will sign in with from now on.
4. You land on the Website tab with a welcome message. Your trial is running.

Watch out: Step 2 works for one hour. After that, fill in step 1 again.

Watch out: If you are already signed in with an account that has a team role at Heartful, that account stays as it is. In step 2, continue with a different Google account; that one becomes your coach account.

• Without a code, signup tells you that you need one. Paid plans open later.
• If your country is not in the list, Swirlwise is not open in your country yet. Write to us at hello@swirlwise.com.

Open Website (the globe icon) in the rail. It appears on the Dashboard; on a course desk the course's own page is Page instead (see The Page tab of a course).

1. Choose your site address

1. Type a site name: 3 to 30 lower case letters, digits or hyphens, such as anna-coaching. The page tells you while you type whether the name is free.
2. Press Check this address. The next step shows the full address, for example anna-coaching.splendidcoach.com.
3. Press Yes, claim this address, or Choose another to go back and change the name.

Watch out: You choose the address once. It cannot be changed afterwards, and one account has one website. Pick the name your clients will type.

Claiming the address also starts three draft pages: Home, About and Contact. Nothing is public yet.

2. The pages overview

The Website tab opens on the overview of your site. It lists every page with its status (Live or Draft), and a click on a page's name opens its editor. On the overview you can:

• Add a page: give it a menu name (for example "Workshops") and an address (for example workshops). Leave the address empty only for the home page.
• Rename a page (the pencil icon), and change its address as long as it has never been live.
• Show in the menu or Take out of the menu (the eye icon), and move pages up and down in the menu.
• Change the site name, which shows in the menu bar and to search engines. It goes live with your next Publish.
• Open the Booking pane (see Booking).
• See the Go live checklist: what we still need before your pages can go public (see Go live).

From a page's editor, Back to all pages at the top left brings you back to the overview.

Every page of your website opens in the same editor. It has three parts.

Left: the sections

A page is built from sections (a hero at the top, offers, a story, a contact block and so on).

• Tick a section to show it, untick to hide it. A few sections are always on because search engines and AI answers need them.
• Move a section with the arrows, or drag it.
• A tick or a move saves at once. (Without JavaScript you see a Save sections button instead.)

Middle: the live page

• This is your draft, drawn exactly as visitors will see it. Switch between Desktop width and Phone width with the two icons above it.
• Click any text on the page and type to change it in place. Enter ends a one-line text; Escape undoes what you just typed.
• Alt+Up and Alt+Down move the section you are in; F2 opens the section's tools.
• Undo (Ctrl+Z) and Redo (Ctrl+Shift+Z) are above the page.
• Under the page you see its address: "Will live at" before the first publish, "Live at" after.

Right: the inspector

A row of five icons switches the inspector between its panes:

• Section fields (pencil): every field of the section you picked, including the ones you cannot click on the page, such as a button's link. A change here saves by itself, like typing on the page.
• Search card (magnifier): see Search card and rules.
• Style (palette): see Style: colours and fonts.
• AI help (sparkles): see AI help for your page text.
• Site (gear): add a page, the site name, booking, and a link back to the pages overview (see above).

Saving and publishing

• Everything saves by itself as a draft: typing on the page, the inspector's fields, the site name and the sections. A short pause after you stop typing is enough. The line above the page and the line under the fields say Saving, then Saved. (Without JavaScript each form has its own Save button.)
• The top bar says Changes not published while the draft differs from what is live.
• Publish (or Publish changes) puts the draft live in one click. Right after it, a line at the top says which page went live and at which address, with an Unpublish button beside it, in case it was too soon.
• If the button says Publish (fix 2), two rules still fail. The Search card pane lists them.
• If the button says Go live first, we still need your business details. See Go live.
• Unpublish the page takes it offline again.

Watch out: If you edit the same page in two tabs, the older tab shows "Changed elsewhere, so this edit was not saved". Press Reload in that tab and make your change again.

1. Open the Style pane.
2. Answer five short questions: the feeling you want, your audience, light or dark, calm or bold, and a colour to avoid. If you already have a brand colour, type it as #rrggbb.
3. Press Show three suggestions. Each suggestion shows its colours, a font pairing, a reason, and a contrast check that says whether text stays readable.
4. Press Pick on the one you like, or Reroll: three new ones.

The style applies to every page of your website. It goes live with your next Publish.

You can let Claude or ChatGPT write a first version of your page text.

1. Open the AI help pane and press Copy the prompt. The prompt carries your page facts and our rules.
2. Paste it into Claude or ChatGPT and send it.
3. Copy the whole answer (it is JSON, a block of text in curly brackets) and paste it into The AI's JSON answer.
4. Press Fill the fields. The text fields fill in; nothing is published.

Then read every line and make it yours. Stock phrases that every coach page has are flagged, and HTML in the answer is refused.

The Search card pane shows how your page will look:

• as a Google result (title and description),
• as a LinkedIn card when someone shares the link,
• and what an AI answer reads first about you.

Below them, Rules lists what still needs fixing, such as a missing description or a title that is too long. A rule marked Blocks Publish must be fixed before the page can go live. When every rule passes, the pane says so and Publish is free.

You can build and preview freely during your trial. Before the first page goes public, the law asks us to show who runs the site, so we need a few details.

The Go live checklist on your dashboard and on the Website tab's overview lists what is still missing. Each line is a link to the place where you fill it in. When nothing is missing, it says Ready.

1. Press a line of the checklist, or Go live first in the top bar, or open the Go live form.
2. Fill in the name shown on your site (the name you trade under, or your own name), your country, and a contact email that you read. Visitors and clients will see this email; booking replies come to it.
3. If you trade as a company, tick I trade as a company and add the registered name, number, place and office address.
4. A business address is required in some countries (the form tells you). A business or service address is fine; it does not have to be your home.
5. Tick that you accept the coach terms and press Save.

These details appear in your site footer.

Your first publish

The first time you publish, your pages wait for a short look by our team, usually within one working day. You will see "Your first publish waits for a short look by us". After that, your pages go public and every later Publish is instant.

Clients can book sessions with you on your website.

1. On the Website tab's overview, press Open the Booking pane.
2. Under Booking on your website, choose whether the Book buttons on your pages use your own booking link (for example Calendly) or Swirlwise booking. Swirlwise booking shows on your contact page; Book buttons on other pages lead there.
3. Set your time zone, your meeting link for online sessions (it goes into the client's confirmation), the minimum notice, how far ahead clients can book, a break after each session and the most sessions a day. Press Save.
4. Add up to three session types: a name, a length, a short description, and online or face to face.
5. Set your weekly hours in quarter hours (09:00, 09:15 ...) in your time zone, then Save the hours. Clients see the times in their own time zone.
6. Add days off for holidays.

The top of the pane always names the next step that is missing.

• Booking is for sessions with adults (18 and over).
• While booking is in preview, a line at the top of the pane says so: clients cannot book through Swirlwise yet and see your own booking link instead. Only you see the booking on your live site, through the Try it on your live site button. Use it to book a test session yourself.
• Your bookings are listed at the bottom. Cancel sends the client an email.
• Client details are deleted 90 days after the session or a cancel. Keep your own records if you need them, for example for invoices.

Media (the picture icon in the rail) is your file library. If you do not see it, uploads are not open for your account yet.

1. Drop files on the upload panel, or browse: photos (JPEG, PNG, WebP) and PDFs, up to 20 MB each.
2. Write a photo description (alt text): what the photo shows, for people who cannot see it. A page cannot publish a photo without one.
3. Press Upload.

• We make three sizes of every photo and remove camera data and the place it was taken. The original is not kept.
• Click a file to see its details: title, alt text, caption, Copy link, Replace file (every page and lesson that uses it updates) and Used in.
• Delete can be undone for 10 minutes. A file that is in use cannot be deleted; take it off those pages first.
• For courses, Who can open it decides whether learners or only your course team can open a file.

A funnel is a chain of pages and emails that turns a visitor into a contact and, later, a client. Open Funnels (the funnel icon) in the rail, next to Website.

1. Make a funnel

1. Under New funnel, pick a starter: Free gift, Free live session, Course sale or Empty canvas.
2. Give it a name and the address of its first page, for example perfect-week-planner. The other pages get the same address plus an ending.
3. Name the gift (for example "the Perfect Week planner") and pick where it ends: one of your course pages, or a new sales page.
4. Press Make the funnel. Nothing is public yet.

2. The canvas

Each step is a card. On a card you can open the page in the editor (pencil), open its links and settings (gear), move it up or down, and switch it off or on (power). A step that is off leaves the funnel; the links that led to it go to the step after it, and come back when you switch it on.

• In a step's settings you set its Next links: where each button goes, its words, and when it applies (a button, after the form, after payment).
• Add a step sits in the inspector when no step is picked.
• The Funnel check at the top lists what still stops Publish: a lost page nobody reaches, a loop without an exit, a path that does not end on a thank-you page or the course, an email without its text.
• The Step map draws the whole funnel.

3. Emails and the gift

The confirm email goes right after the sign-up; its button confirms the address and opens the gift. Follow-ups go on the days you set, at most one a day per contact and seven per funnel, each with a one-click unsubscribe. Pick the gift file in the gift pane with Add media; it opens only by the signed gift link.

4. Publish

Press Publish in the top bar. Every page goes through the same search rules as your website. Payments: not set up means a checkout or an upsell cannot go live yet. The Contacts pane lists who signed up; only you see them.

Your plan lives on your coach account page: Account (the wallet icon) in the rail, on every screen of a coach account.

• Your plan: your trial and the day it ends.
• Redeem a code: type a new code to extend or restart your trial.
• Going live: what is still missing before your website can go online.

When your trial ends

• Seven days before the end, a banner on the Website tab tells you, and an email comes three days before.
• After the end you can still edit for seven days.
• Then your public pages go offline. Your drafts are kept for 90 days; a new code or a plan brings everything back at once.
• Within those 90 days you can ask once for one copy of your clients' details (names, emails and bookings) as a CSV file, sent to the email you sign in with.
• To close your account and delete your details at any time, use Privacy and stopping.

Dashboard (the grid icon at the top of the rail) is your home on the creator side.

• Your website: your address, or Start your website.
• Go live checklist (coach accounts): what is still missing before your pages can go public, each line a link to where you fill it in.
• Your courses: every course you hold a role on, its status, your roles and the number of lessons, with quick actions.
• This week: sessions and lessons opening in the next seven days.
• Needs you: what is waiting for you, such as assignments to review.
• Recent changes: what changed last.

Only course makers can create a course; coach accounts cannot yet. If your dashboard says "Courses are set up by the Heartful team", write to us at hello@swirlwise.com and we make the course for you and give you the owner role.

The wizard has four steps:

1. Course or workshop, and its name: first choose Course or Workshop (see Workshops); then the title, a one-line subtitle, and the web address (/learn/your-course). The address is fixed after the first publish.
2. Start from a template: a course offers Blank, Cohort with weekly sessions or Self-paced video course; a workshop offers Workshop with assignments or Blank. Everything a template makes is a draft you can change, move or delete. For Cohort, give the first live session; for a workshop, the date and time it takes place.
3. Links your lessons may use: the only outside websites a lesson or session may link to. YouTube, Teams, Zoom and Google Meet always work.
4. Pick a theme for the learner pages.

Press Create. The course starts as a draft only you see.

Open a course from the dashboard. Curriculum (the tree icon) shows its sections and lessons.

• Add a section at the bottom of the page. A new section comes last. A section shows to learners once it has a published lesson.
• Add a lesson from the top bar, or Add a lesson here in a section's menu.
• Move a lesson or section by dragging its grip. With the keyboard: focus it, press Space, use the arrow keys, press Space to drop; Escape puts it back.
• Click a lesson's title to see its settings in the inspector: title, address, section, status, Opens on (a date, or after another lesson), Who can open it (see Who can open what; a package course shows Free preview here) and duration.
• Tick several lessons to Publish, Unpublish, Move to a section or Delete drafts at once. Undo appears after a change.
• A section's menu (the three dots) can rename it, move it, Hide from learners, choose Who can open it, or delete it.
• Workshops in this course (under Add a section): add one of your workshops as its own section, choose where it shows (at the top, after a section, or at the end), or take it out again. Its lessons and sessions are edited in the workshop only.
• Present this lesson (the presentation icon on a lesson row) shows the lesson as slides in a live session. See Present a lesson.

Watch out: Lessons with a lock come from the course package. They stay where the package puts them and open read only. To change one, press Make an editable copy (the copy icon) on its row, or open it and press Make an editable copy in the top bar. The copy is your own lesson, and you can change it.

A workshop is one date with live sessions and, if you like, assignments. It can stand on its own, with its own landing page (the Page tab) and its own learners, or sit inside one or more of your courses as a section.

• Make one: on the dashboard press Create a course and choose Workshop first. The workshop template makes "Before", "Workshop" and "After", a workshop draft, a hand-in draft and one live session, hidden until you turn it on.
• Date, time and price: on the workshop's Settings tab. The price is only stored: paying is not switched on yet.
• Put it in a course: open the course, Curriculum, then Workshops in this course and Add a workshop. You need to edit both, and both belong to the same business.
• One place to edit: the course shows the workshop's published lessons and its sessions in place. Change them in the workshop; every course that holds it shows the change at once.
• Who sees what: learners of the course open the workshop's lessons while the course is live. Learners who joined only the workshop never see the course.
• Who can open it here: beside the place of a workshop in a course. It works like a section's level for that course only. See Who can open what.

Parts of a course can be open to more people than its learners, or only to some of them. There are four levels:

You choose a level in three places:

• A section: its menu (the three dots), Who can open it.
• A lesson: its settings in the inspector on Curriculum, or Who can open it in the lesson builder's right pane. Everyone is what "Free preview" used to be.
• A block inside a lesson (a video, a file or PDF, a quiz, an app tool, an interactive part, an assignment, a picture, a callout): select the block in the lesson builder; Who can open it is at the end of its settings. Text and headings follow the lesson.

The rules:

• With no level set anywhere, a part is Paid, as before.
• The strictest level of section, lesson and block wins. A Premium quiz in an Everyone lesson is for Premium learners only; an Everyone block in a Paid lesson stays Paid.
• Someone below the level sees the title and a short "Unlock with ..." card, never the content, the file or the tool.
• A course with nothing below Paid stays closed to everyone but its learners, as before. Once a section or lesson is Everyone or Signed up, the course page opens to them with the rest shown as titles.
• A workshop in a course: Who can open it here (on Curriculum, under Workshops in this course) adds one more level for that course's learners.

Paid and Premium for now: paying is not switched on yet. On Learners you set each learner's level by hand: open the learner, choose Paid or Premium, press Save the level. A learner whose access ended or was refunded counts as Signed up.

Watch out: The level of a part counts at once for everyone, also in a lesson that is already live. Open the course page signed out, or as a test learner, to check what each level sees.

Add a lesson offers several ways in:

• A quick video lesson: paste a YouTube link (unlisted is fine) and a title, then Save as draft or Publish now.
• Paste or upload: paste Markdown or HTML (no scripts), or choose a .md or .html file up to 200 KB. It is added as a draft.
• Ask the AI: write your idea in a few lines, press Copy the prompt, paste it into Claude or ChatGPT, paste the answer back and press Check and add as a draft. The page checks it and tells you in plain words if something needs fixing.
• Choose a lesson type opens the lesson builder with an empty page or a starter.

The builder has three panes: the course outline on the left, the lesson in the middle, the lesson settings on the right.

• Add a block with the plus button: text, heading, image, video, file, embed, quiz, assignment, callout (note, try this, think about it), interactive, an app tool such as the Perfect Week planner, or, for presenting, Notes and Slide break.
• Add a row to put blocks side by side in two or three columns.
• Each block has its own toolbar: move it, change its settings, delete it.
• A quiz block has its own builder. Question kinds: one answer, several answers, true or false, short answer, fill the gaps, and matching pairs. Add feedback for wrong answers and a "why" for the right one.
• The settings on the right show the section, status, word count and the next small step.
• Save as draft keeps the lesson hidden. On a live lesson the button says Save, stays live: your change is public at once.
• After Publish or Save, stays live, a line at the top says the lesson is live for learners, with a Back to draft button beside it. One click hides the lesson again.
• Preview opens the lesson as a learner sees it, in a new tab.
• Alt plus the left or right arrow opens the previous or next lesson (when you are not typing).
• Present this lesson (the presentation icon in the top bar) shows it as slides with your Notes blocks beside them; a Slide break block starts a new slide. See Present a lesson.

Tip: If your lesson has a problem, the builder says "Not saved. Please change:" with a list. Fix the points and save again; nothing is lost.

A Slides lesson is a slide deck, made in the slide editor (it works like PowerPoint or Keynote). Learners see it in the slide viewer; you can present it to a room.

Make a Slides lesson

1. On the course desk press Add a lesson and choose Slides.
2. The slide editor opens with a title slide. Type in the boxes; everything saves by itself a moment after you stop.
3. Back on the course desk, Publish the lesson when it is ready. A Slides lesson can be published once its slides were saved at least once.

Only the course owner and creators can open the slide editor. Facilitators can present the slides, never change them.

The slide editor

• Left: the slides. New slide asks for a layout; the dots below a slide open copy, hide and delete.
• Middle: the slide. Tap to select, drag to move, the handles resize and turn. Double tap a text box to type. On an iPad the Apple Pencil draws and selects; a finger moves the page and pinches to zoom.
• Right: the Format pane (position, text, colours, effects, alt text) and the Animation pane (click builds, transitions and Morph).
• Insert in the top bar: text, shapes, lines and arrows, pictures, videos (YouTube or Vimeo), tables, charts, quiz questions, equations, sketchnote symbols, icons and free drawing.
• Pictures come from the media library of the course owner. Upload from this device adds a picture to your library (only where uploads are open for you).
• Undo and Redo keep the last 100 steps. The status in the top bar says Saved, Saving or what to fix.
• Present (the play button) opens the control centre in a new tab.

What learners see

• On a laptop the slides fill the screen: arrows, Space or a tap go on; each click build plays in turn.
• On a phone the slides open in the reading view: every slide in a column.
• A quiz question on a slide can be answered; the answer is checked at once.
• Learners never see your notes, the right answers or hidden slides.

Present

Press Present on the lesson row (or the play button in the editor). The control centre shows the slide, the next slide and your notes; the room view shows only the slide. Next plays the next click build first, then turns the slide with its transition.

Watch out: Two people editing the same deck at once: the later save asks "Keep mine" or "Load the file". A lock that lets only one editor work at a time comes next.

Sessions (the video icon) holds the live calls of a course.

1. Press New session. Give the date, start and end, time zone, title, who leads it, where it happens (Teams, Zoom, Google Meet, a room) and the join link.
2. Repeat weekly makes a series; each week becomes its own row you can edit.
3. Save session keeps it as a draft for the course team. Save and publish to learners shows it on the course page, in each learner's own local time, with the Join link.
4. After the call, Add the recording: a YouTube link. Tick Attach recording as a lesson to make a draft video lesson under "Recordings".

• Duplicate next week and Delete session are in each row's actions.
• Present a lesson, also in each row's actions, opens the lessons you can show as slides during the call. See Present a lesson.
• Quick session is made for the phone: a title, the join link, Now, In 15 min or a time, then Start the session. Learners see it at once.
• Join links must be https and on the course's links list. Teams, Zoom, Google Meet and YouTube always work.
• Sessions marked From the course package are read only here.

Any lesson made in the builder can be shown as slides in a live session, with notes that only you see. Owners, creators and facilitators of a course can present.

Slides come from the lesson itself. Each "## " heading starts a new slide. A Slide break block (in the builder's block list) starts one too, without a heading. A row of columns always stays on one slide.

Notes are for the course team only. Add a Notes block (in the builder's block list) after the part it belongs to. It looks dimmed with a lock: "Only the course team sees this". A Notes block can hold:

• text, one point per line;
• pictures from your media library (Add media). They stay facilitator material: learners can never open them;
• sketches, drawn with a mouse, a pen or a finger in the sketch pad of the block's settings.

Learners never see notes: not on the lesson page, not in Preview, not in the room view.

Interactive parts run on the room screen. An interactive part of the lesson runs in the room view, in its own safe frame, just as it does for learners. The control centre does not run it; its card there says "Runs on the room screen".

Start presenting

1. Press Present (the presentation icon): Present this lesson in the lesson builder's top bar or on a lesson row of the Curriculum. Present a lesson in a row of Sessions, and Present on a course tile of your home screen (Facilitator and Creator views), open the list of lessons first; pick one.
2. The control centre opens. It fits in half a laptop screen, so Teams can sit beside it.
3. Press Open the room view. In Chrome and Edge it can open on your external display by itself; in Safari and Firefox drag it there. Then press Full screen in it (or the F key).
4. In Teams, share that external display once. From now on the control centre decides what it shows.

The control centre

• The current slide, the next slide, and the notes of this slide. Enlarge the notes (the corners icon) shows them big in a window on top; Esc closes it.
• Next and Back. Keys: Right arrow or Space for next, Left arrow for back.
• Room shows: Slides or Black. Black turns the room view black (the B key does the same).
• A timer since you started; the round arrow starts it again at zero.
• Whether the room view is open and how many other devices are connected.
• End (or Esc) asks once more; End there ends the presentation and the room view turns black on every screen. Keep presenting goes back.

Tip: Open the same control centre on your iPad or phone, signed in as yourself. Next on any of them moves all of them: every device stays on the same slide. Each device can show the control centre or the room view.

Tip: If the internet drops, the windows on the same computer stay in step, and the others catch up when the connection is back.

Inbox (the tray icon, with a count of open hand-ins) collects the assignments learners hand in from their lessons.

1. Pick a hand-in from the list.
2. Read it, write your Feedback and press Send feedback.
3. Press Mark as reviewed. Open again brings it back.

Use Show open, Show reviewed or Show all to filter the list.

Learners (the graduation cap) shows who takes the course: name, address, joined on, progress, last active, open hand-ins, and whether they said yes to "Keep me posted". Owners and facilitators see this page.

Invite a learner

1. Type the learner's email address and tick that it belongs to an adult (18 or over).
2. Press Invite.
3. Swirlwise emails them the link, with your name, the course and the date the invitation ends. If the message after Invite says the email was not sent (invitation emails are not switched on yet, or the daily email limit is reached), it gives you the link: send it to them yourself.
4. They sign in with that same address within 7 days. The course opens at that sign-in.

Under Invited, not joined yet, the paper plane icon (Resend) sends the email again and keeps the invitation open for 7 more days. The cross withdraws it.

Watch out: If the learner signs in with a different address, the invitation does not match and the course stays closed. The sign-in page then tells them which address they used. Withdraw the invitation and invite the address they really use, or ask them to sign in with the invited one.

• Level: open a learner and choose Paid or Premium, then Save the level (a course made in the app). See Who can open what.
• Remove from the course closes the course for them. Their progress and hand-ins stay, so adding them again picks up where they were. Undo appears for a moment.
• Export learners (CSV): only those who said yes to "Keep me posted". Email them only about your own courses, and remove anyone who asks to stop.

People (the two-figure icon, owners only) shows who helps run the course and lets you invite helpers.

To invite a helper: type the address, choose a role, tick that it belongs to an adult, press Invite. Swirlwise emails them the link; if the message says the email was not sent, it gives you the link to send yourself. They sign in with that address within 7 days. Under Invited, not joined yet, the paper plane icon (Resend) sends the email again and keeps the invitation open for 7 more days.

To change a helper's roles: press the pencil (Change the roles of ...) in their row, tick one or more of creator, facilitator and assistant, press Save roles. The new roles count from their next page: the icons on the left change for them. Undo appears for 10 minutes. An owner has no pencil: an owner keeps every role, and a course always keeps one owner. To take every role away, use Remove (the figure with a minus sign).

Settings (the gear icon on a course desk) holds:

• Title and subtitle, and the course theme.
• Course flags: comments under lessons, a ranking of points, and a gate quiz before the next lesson.
• Links allow-list: the only outside addresses lessons may link to or embed.
• API access: your keys for this course (see API keys).
• Editable copy: makes a new draft course with the same sections, lessons and quizzes, all editable. Sessions come hidden.
• Danger zone: publish, unpublish or archive the whole course, or delete a draft course for good (you type its address to confirm).

Watch out: Some courses are packages: their title, flags and links come from the course files and change only with a release by the Heartful team. Settings then shows them read only.

On a course desk, Page (the page layout icon, three blocks) is the course's own landing page, the page where people read about the course and sign up. It uses the same editor as your website: sections, the live page, Section fields, Search card, Style and AI help. See Edit a page.

A course page belongs to your website too: it shows in your pages list and menu, but you edit it here, in its course.

API (the key icon) lets an AI such as Claude, or a script, work on your courses for you.

1. Under Make a key, give it a label (for example "Claude on my laptop"), pick the courses and what it may do, and press Make a key.
2. The key shows once. Copy it at once into your password keychain.
3. Give your AI the guide address shown on the page and the key.

• A key never does more than you may do yourself, and stops working when your role ends.
• A key writes drafts; only the publish scope puts a lesson live.
• Lost a key? Revoke it and make a new one.

Only for the Heartful team's platform owner. Admin (the shield icon) in the rail opens Coach codes: make and stop trial codes, the first publish reviews, held pictures and site reports. The row of links at the top of the page leads to Cohorts (cohort sign-ups and their price codes) and Businesses (accounts and their businesses).

We know some parts of the Desk are not obvious yet. Until we improve them, here is how they work.

• Your site address and a course address are fixed once chosen or published.
• An invitation only matches its own address. If they sign in with another address, the course stays closed. Use Resend, or invite the address they really use. If the page says no email went out, send the link it gives you yourself.
• Everything under "Colour mood" is only for you. It never changes your website.

• Something looks wrong or broken? Write to us at hello@swirlwise.com with the address of the page and what you expected to happen.
• Questions about your data and your clients' data: Coach Terms and the list of companies that handle your clients' details.