Guide

Coach Peach

Learn how Coach Peach helps guide you through Peach Suite Pro by highlighting setup tasks, operational priorities, important business activity, and areas requiring attention.

Updated: October 05, 2026

Coach Peach is the Business Operations Coach built into Peach Suite Pro.

Coach Peach reviews current business information and helps identify appointments, expenses, imports, schedules, and other operational items that may require attention.

The goal is to provide useful guidance without requiring the business owner to search through every page and report.

What Coach Peach Does

Coach Peach reviews information recorded throughout Peach Suite Pro and may provide:

A summary of today’s business activity
Appointment observations
Operational recommendations
Reminders about overdue items
Warnings about failed or past-due activity
Information about tomorrow’s schedule
A seven-day business outlook
Links to pages where action is needed

Coach Peach is designed to help organize business responsibilities and bring important information forward at the appropriate time.

Where Coach Peach Gets Information

Coach Peach may review information from areas such as:

Appointments
Calendar
Daily Schedule
Finish Session
Income
Expenses
Automatic Expenses
GoDaddy Imports
Business Schedule
Business Health
Daily Briefing
Communication activity

The exact recommendations shown depend on the information currently recorded in Peach Suite Pro.

Business Date, Time, and Time Zone

Coach Peach uses the business’s configured date, time, and time zone when reviewing appointments and scheduled responsibilities.

This helps Coach Peach determine whether an item is:

Due today
Upcoming
Past due
Overdue
Scheduled for tomorrow

Confirm that the business time zone is correct when Coach Peach appears to classify an appointment or scheduled item incorrectly.

Coach Peach Greetings

Coach Peach may use a greeting based on the time of day.

The message may also change when Coach Peach reviews the business again during the same day.

For example, Coach Peach may recognize that the business information has already been reviewed and provide an updated operational summary instead of repeating the original introduction.

Business Review

When Coach Peach performs a business review, the review may include:

Appointments scheduled today
Appointments remaining today
Tomorrow’s appointments
Upcoming seven-day activity
Overdue appointments
GoDaddy imports requiring review
Automatic Expenses requiring attention
Business Schedule responsibilities
Business Health conditions

Coach Peach may combine several observations into one summary and then present recommendations separately.

Coach Recommendations

Coach Recommendations identify business items that may require review or action.

A recommendation may include:

A title
A short explanation
A priority level
A count or financial amount
A View or Review option
A response option such as Yes, No, or Okay

Recommendations are based on current system information and may change as appointments, expenses, imports, or other records are updated.

Recommendation Priority

Coach Peach may prioritize recommendations so urgent operational issues appear before informational items.

Higher-priority recommendations may include:

Past appointments still marked as booked
Failed recurring expense processing
Past-due Automatic Expenses
Imported appointments requiring review
Items affecting today’s operations

Informational recommendations may include:

Tomorrow’s appointments
Seven-day appointment outlook
Upcoming Business Schedule items
General business observations

A lower-priority recommendation may still be important even when it does not require immediate action.

Reviewing Recommendations in Order

Coach Peach may present recommendations one at a time.

After one recommendation is reviewed, acknowledged, or dismissed, Coach Peach may move to the next item in the recommendation queue.

This helps keep the conversation focused instead of displaying every operational issue at once.

Using Yes, No, and Okay

Coach Peach may ask whether you would like to review an item.

Yes

Select Yes when you want to review the recommendation or continue to the related information.

Coach Peach may provide additional details or direct you to the appropriate Peach Suite Pro page.

No

Select No when you do not want to open the item immediately.

Depending on the recommendation, the item may be added to Coach Recommendations for later review.

Okay

Select Okay to acknowledge the information and continue.

Okay does not necessarily complete the underlying task.

For example, acknowledging an overdue appointment does not automatically complete, cancel, or reschedule it.

View and Review Actions

Select View or Review to open the page connected to a Coach Peach recommendation.

Examples may include:

Opening Appointments filtered to overdue appointments
Opening GoDaddy Imports for unreviewed bookings
Opening the schedule for tomorrow’s appointments
Opening Automatic Expenses for a recurring expense issue
Opening the Business Schedule for a due responsibility

After reviewing the related page, complete the required action and return to Coach Peach or the Daily Briefing when needed.

Acknowledging a Recommendation

Acknowledging a recommendation tells Coach Peach that the message has been reviewed.

It does not necessarily resolve the underlying issue.

For example:

An overdue appointment must still be completed, cancelled, or rescheduled
An imported appointment must still be reviewed for accuracy
A failed Automatic Expense must still be corrected or processed
A Business Schedule task must still be completed

Complete the action on the related Peach Suite Pro page whenever the issue still exists.

Dismissing a Recommendation

Some recommendations may be dismissed when they do not need immediate attention.

A dismissed recommendation may stop appearing during the current Coach Peach session or for the remainder of the day.

If the underlying condition remains unresolved, the recommendation may appear again during a future business review.

Do not dismiss an important operational issue merely to remove it from view.

Recommendations That Stop Repeating

Coach Peach may avoid repeating the same acknowledged recommendation throughout the same day.

This helps reduce unnecessary interruptions after the business owner has already reviewed the message.

The recommendation may return on a later day when:

The issue remains unresolved
The condition becomes urgent
New related records are found
The business information changes

Today’s Appointments

Coach Peach may summarize today’s appointment activity.

The summary may include:

Total appointments scheduled today
Appointments remaining today
Completed appointments
Projected revenue
Appointments requiring review

Projected revenue is based on booking information and is not the same as completed income.

Final service income, retail sales, taxes, tips, discounts, payments, and processing fees are normally entered through Finish Session.

Tomorrow’s Appointments

Coach Peach may notify the business about appointments scheduled for tomorrow.

This recommendation can help the business prepare:

Providers
Rooms
Supplies
Retail products
Client forms
Appointment reminders
Special appointment notes

Select the related View option to review the upcoming appointments.

Seven-Day Outlook

Coach Peach may provide a Seven-Day Outlook based on upcoming appointments.

The outlook may include:

Total appointments during the next seven days
Projected revenue
The busiest upcoming day
Days with no scheduled appointments

The Seven-Day Outlook is intended for short-term planning.

It does not replace the Calendar, Daily Schedule, or detailed financial reports.

Overdue Appointments

An overdue appointment is a past appointment that is still marked as booked.

Coach Peach may identify overdue appointments because they can affect:

Appointment reports
Projected revenue
Business Health
Daily Briefing information
Financial reporting

Review each overdue appointment and determine whether it should be:

Completed through Finish Session
Cancelled
Rescheduled
Updated with another appropriate status

Do not leave a completed or cancelled appointment marked as booked.

Imported Appointments

Coach Peach may identify GoDaddy appointments that still require review.

Before marking an import as reviewed, confirm:

Client name
Appointment For name
Phone number
Email address
Service
Date and time
Duration
Provider
Price
Payment information, when available

Dismissing the Coach Peach recommendation does not review or correct the imported appointment.

Automatic and Recurring Expenses

Coach Peach may review Automatic Expenses and identify:

Expenses due today
Upcoming recurring expenses
Past-due expenses
Failed processing attempts
Reminder-only expenses

Before manually entering a recurring expense, confirm whether Peach Suite Pro is configured to post it automatically.

This helps prevent duplicate expense entries.

Recurring Expense Processing Types

Coach Peach may consider the processing type selected for an Automatic Expense.

A recurring expense may be configured to:

Post automatically and provide an alert
Post automatically without an alert
Provide a reminder so the user can post the expense manually

Review the expense configuration before taking action.

Business Schedule

Coach Peach may review Business Schedule responsibilities that are due or upcoming.

These responsibilities may include:

Business renewals
Administrative deadlines
Inventory responsibilities
Financial tasks
Licensing or filing dates
Other scheduled business activities

Select the related recommendation to open the Business Schedule and review the item.

Business Health

Coach Peach may use Business Health information when preparing recommendations.

Business Health may consider operational conditions such as:

Overdue appointments
Past-due recurring expenses
Failed expense processing
Incomplete business responsibilities
Other items requiring attention

Business Health statuses may include:

Excellent
Good
Needs Attention
At Risk

Business Health is an operational indicator. It is not a credit score, financial audit, business valuation, or guarantee of business success.

Income and Financial Observations

Coach Peach may refer to projected or recorded financial activity.

Projected appointment revenue is based on scheduled appointments and prices recorded at booking.

Recorded income is based on completed transactions entered into Peach Suite Pro.

The amounts may differ because of:

Cancelled appointments
Service changes
Added services
Retail sales
Discounts
Gift certificates
Taxes
Tips
Appointments not completed through Finish Session

Use detailed financial reports when exact transaction information is required.

Communication Recommendations

When available, Coach Peach may identify communication activity that may require attention.

This may include:

Appointment reminders
Upcoming client follow-up
Quiet communication history
Messages that failed or were skipped
Contact preferences that prevent communication

Coach Peach should not be used to bypass client consent, opt-out selections, or messaging requirements.

Review SMS and Email History before manually sending a duplicate communication.

Setup and Onboarding Guidance

When available, Coach Peach may recommend setup items that help the business use Peach Suite Pro successfully.

These recommendations may relate to:

Business Information
Services and pricing
Employees or providers
Contact preferences
Email setup
SMS setup and registration
Initial clients and appointments

Coach Peach may stop repeating setup guidance after the related milestone is completed.

Coach Peach and Automated Actions

Coach Peach provides recommendations and navigation assistance.

Coach Peach does not automatically complete every underlying task.

For example, Coach Peach does not automatically:

Complete an overdue appointment
Approve an imported booking
Correct a failed expense
Send a client message without the required workflow
Change a client’s communication consent
Modify financial records merely because a recommendation was acknowledged

Review and complete each action on the appropriate Peach Suite Pro page.

Refreshing Coach Peach

Coach Peach uses the business information available when the review is prepared.

Refresh or reopen Coach Peach after:

Adding or editing an appointment
Completing Finish Session
Cancelling or rescheduling an appointment
Reviewing a GoDaddy import
Posting an income or expense transaction
Processing an Automatic Expense
Completing a Business Schedule item

The recommendation list may change after the underlying records are updated.

When a Recommendation Appears Incorrect

If Coach Peach provides unexpected information, review the source record.

Common causes include:

An appointment has the wrong status
An appointment was not completed through Finish Session
An imported appointment was not marked as reviewed
A recurring expense failed to post
An income or expense transaction has the wrong date
A duplicate transaction was entered
The business time zone is incorrect
The page has not been refreshed since the latest change

Correct the underlying record and then refresh Coach Peach.

No Recommendations Available

When Coach Peach does not display a recommendation, there may be no current operational issue requiring attention.

You may still review:

Today’s Schedule
Tomorrow’s appointments
The Seven-Day Outlook
Business Health
Income and Expense Reports
Business Schedule

No recommendations does not guarantee that every business record is complete or correct.

Privacy and Access

Coach Peach may display client, appointment, employee, financial, and operational information.

Only authorized users should access Coach Peach and the pages opened from its recommendations.

A user should only see information allowed by the user’s assigned business role and permissions.

Do not leave Coach Peach visible on an unattended shared computer.

Coach Peach Best Practices

Review Coach Peach at the beginning of the workday
Read recommendations before dismissing them
Complete the underlying task instead of only acknowledging the message
Resolve overdue appointments promptly
Review imported appointments for accuracy
Review recurring expense warnings before entering a manual expense
Use the Seven-Day Outlook for short-term planning
Review detailed reports when exact financial information is needed
Refresh Coach Peach after significant changes
Protect client and financial information

Important

Coach Peach is an operational guidance tool based on information recorded in Peach Suite Pro.

Its recommendations depend on the accuracy and completeness of appointments, income, expenses, imports, schedules, and other business records.

Coach Peach does not replace professional accounting, legal, tax, medical, employment, compliance, or business advice.

Use Coach Peach to help identify and organize business responsibilities, and review the related Peach Suite Pro records before making important decisions.