Coaching Group server template
For group coaching programs, masterminds and private client communities. Small and private: 5 to 500 members, with optional private client channels.
- Group coaching
- Masterminds
- 1:1 coaching with a client community
Channels and categories
START HERE
- # welcome text
How coaching works here.
Access: Everyone can read; only Staff can post
- # rules text
Confidentiality and conduct.
Access: Everyone can read; only Staff can post
- š£ announcements announcement
Call schedule and updates.
Access: Everyone can read; only Staff can post
GROUP
- # group-chat text
Main discussion.
Access: Client roles only
- š¬ weekly-check-ins forum
One post per member per week: wins, challenges, next steps.
Access: Client roles only
- š¬ hot-seat-requests forum
Request a hot seat on the next call.
Access: Client roles only
- # resources text
Worksheets, replays.
Access: Client roles: read; Coach posts
- š group-call voice
Group coaching calls.
Access: Client roles only
MASTERMIND
- # mastermind-chat text
Top tier.
Access: Mastermind role only
- š mastermind-call voice
Mastermind calls.
Access: Mastermind role only
1:1 CLIENTS
- # client-firstname text
One private channel per 1:1 client (duplicate per client).
Access: That client + Coach only (member-specific override)
STAFF
- # coach-notes text
Private notes.
Access: Hidden from everyone except Staff
- # mod-log text
Logs.
Access: Hidden from everyone except Staff
Roles and permissions
| Role (highest first) | Purpose | Key permissions | Assigned by |
|---|---|---|---|
| Coach | Owner/coach | Administrator | Owner |
| Assistant | VA or assistant coach | Manage Messages, Manage Threads, Manage Events, Manage Channels (for client channels) | Coach |
| Mastermind | Top tier | View MASTERMIND + GROUP | Coach or paywall tool |
| Group Client | Group program | View GROUP | Coach or paywall tool |
| Former Client | Program ended; keeps START HERE only | None | Coach |
- 1:1 client channels: deny @everyone View Channel, then add a member-specific override for that client (not a role), plus Coach/Assistant.
- Mastermind members also get Group Client so GROUP permissions are defined once.
- Confidentiality: disable invite creation for clients (deny Create Invite) if you want the group closed.
Onboarding questions
Which program are you in? (required, pick one)
- ā¢ Group coaching ā Points to verification; Group Client role from Coach
- ā¢ Mastermind ā Points to verification; Mastermind role from Coach
- ā¢ 1:1 coaching ā Coach adds your private channel
What do you want to work on first? (optional, pick any)
- ā¢ Mindset ā Tag role (for check-in filtering)
- ā¢ Business / career ā Tag role
- ā¢ Health / habits ā Tag role
Onboarding needs Community enabled. Never grant paid roles from an onboarding answer: anyone can pick any answer. See onboarding setup.
AutoMod rules
| Rule | Setting | Response |
|---|---|---|
| Block Mention Spam | On. Start with a low mention limit per message (Discord lets you choose the number) and enable raid protection. | Block message + send alert to #mod-log + timeout member |
| Block Suspected Spam Content | On for all channels. | Block message + send alert to #mod-log |
| Custom keyword rule: scams | Keywords such as *free nitro*, *steam gift*, *airdrop*, *crypto giveaway*, *dm me for*. Exempt Staff. | Block message + alert #mod-log + timeout member |
| Member profile filter | Block the same scam terms plus impersonation patterns like *admin*, *support team*, *moderator* in usernames and nicknames. | Block member from interacting until they change their name |
| Custom keyword rule: invite links | Block *discord.gg/* and *discord.com/invite* outside staff. Exempt Coach and Assistant. | Block message + alert #mod-log |
Configure in Server Settings > Safety Setup > AutoMod. AutoMod guide.
Recommended bots and why
Sesh optional
Events and reminders
Call reminders and timezone-correct times for clients in different countries.
Craig optional
Voice recording
Record group calls for clients who miss them (get consent first; Discord has no native recording).
Whop, LaunchPass or Patreon optional
Optional paywall
If clients pay monthly, let the payment tool add and remove the client role automatically.
Bot features and premium plans change; check each bot's site. Grant only the permissions a bot asks for, never Administrator.
Welcome messages
#welcome
Welcome, I'm glad you're here.
ā¢ Calls: {schedule}. You'll get a reminder before each one.
ā¢ Every {day}: post your weekly check-in in #weekly-check-ins.
ā¢ Want coaching on a specific issue? Request a hot seat in #hot-seat-requests.
What's shared here stays here. Please read #rules.#weekly-check-ins (post guidelines)
**Win this week:** **Challenge:** **What I need help with:** **Next week I will:**
Setup checklist
Setup
- ā Create roles and categories
- ā Write confidentiality rules
- ā Create the 1:1 channel template and duplicate per client
Community features
- ā Enable Community (needed for forums and Onboarding)
- ā Onboarding questions
- ā AutoMod
Launch
- ā Schedule recurring calls as events
- ā Invite clients individually
- ā Post first check-in as an example
Offboarding
- ā Swap role to Former Client
- ā Archive the client's 1:1 channel
Guides for this setup
Get the Coaching Group pack
Ready-to-import pack for $49, or we build it in your server for $299.