CardioMood Platform: The Complete Guide for Health Coaches

Introduction

Running a successful health coaching practice in 2025 means juggling more tools than ever before. You've got one app for scheduling, another for video calls, a spreadsheet for tracking client progress, a separate system for meal plans, and somehow you're still manually compiling reports at 11 PM.

Meanwhile, your clients expect personalized guidance based on real data - not guesswork. They've heard about HRV, sleep optimization, and stress recovery. They want a coach who can actually see what's happening in their bodies, not just ask how they're feeling.

The problem isn't that the technology doesn't exist. It's that it exists in a dozen different places, none of which talk to each other. Every hour you spend switching between platforms is an hour you're not spending with clients.

CardioMood was built to solve exactly this problem. It's a comprehensive healthcare monitoring and coaching platform that brings everything you need - real-time health data, AI-powered insights, client management, learning programs, scheduling, and reporting - into a single integrated system.

This guide walks through every major capability of the CardioMood platform, showing you exactly how each feature translates into better outcomes for your clients and a more sustainable practice for you.

What is CardioMood?

CardioMood is an all-in-one coaching platform that connects directly to medical-grade wearable data through Corsano Health Cloud. Unlike consumer fitness apps that give you step counts and estimated calories, CardioMood provides access to 15+ clinical-grade health metrics - heart rate variability, blood oxygen, blood pressure, core temperature, ECG readings, and detailed sleep staging.

But raw data isn't enough. CardioMood transforms that data into actionable coaching intelligence through:

• Real-time health dashboards showing exactly what's happening with each client
• AI assistants that help you analyze patterns and generate personalized recommendations
• Automated alerts when vital signs cross thresholds you define
• Structured programs you can build and assign to clients
• Professional reports generated automatically and delivered on schedule

The platform supports three user types: Members (your clients tracking their health), Coaches/HCPs (you and your team), and Administrators. This guide focuses on the coach experience - the features that directly impact how you run your practice.

Health Data Monitoring: See What's Really Happening

The foundation of effective coaching is accurate data. CardioMood integrates with Corsano medical-grade wearables to provide continuous monitoring across every metric that matters.

Vital Signs You Can Actually Trust

This isn't the approximated data you get from a consumer fitness tracker. These are the same measurements clinicians use, available to you in real-time.

Sleep Analysis That Goes Beyond Duration

Most apps tell you how long someone slept. CardioMood shows you what actually happened during those hours:

• Sleep stage breakdown: Deep sleep, light sleep, REM, and awake periods
• Hypnogram visualization: A complete picture of the night's sleep architecture
• Night recovery analysis: How effectively the body recovered during sleep
• Sleep quality scoring: A single metric that captures overall sleep effectiveness

When a client says they slept eight hours but still feels exhausted, you'll know exactly why. Maybe they got only 45 minutes of deep sleep. Maybe they woke up six times without remembering. The data tells the story their perception can't.

Activity Tracking with Context

• Daily step counts with customizable goals
• Distance and calorie tracking
• Active minutes throughout the day
• Workout logging with detailed metrics
• Move-every-hour reminders for sedentary clients

Advanced Health Insights

CardioMood goes beyond basic metrics to show you patterns that would otherwise be invisible:

• Autonomic Nervous System balance: Is the client stuck in sympathetic overdrive?
• Stress level monitoring: Daily charts showing stress patterns
• Burnout risk assessment: Early warning indicators before problems become serious
• Circadian temperature rhythm: How well the body's internal clock is functioning
• Intraday stress heatmaps: See exactly when stress peaks occur

Customizable Health Alerts

You can set specific thresholds for each client based on their individual baselines. When a vital sign crosses that threshold, you get notified immediately.

• Color-coded alert banners (critical, elevated, warning)
• Trend break alerts using anomaly detection
• Urgency-based notification levels
• Real-time dashboard visibility

A client's resting heart rate normally sits around 62 bpm. Today it's 78, and they haven't mentioned feeling unwell. Without automated alerts, you'd never catch it until your next session.

AI-Powered Coaching Assistant

The AI features in CardioMood aren't gimmicks - they're practical tools that extend what you can do in a day.

The Chat Interface

Every conversation with the AI is saved and organized. You can:

• Get real-time streaming responses for natural conversation flow
• Access your full conversation history
• Archive or delete conversations as needed
• Use quick action buttons with pre-populated prompts designed for coaching workflows

The quick actions differ for coaches and clients, so everyone gets relevant starting points.

Create Your Own AI Assistants

This is where CardioMood becomes uniquely powerful. You can create custom AI assistants tailored to your coaching style and methodology:

Configuration options include:

• Custom name, description, and avatar
• System prompt configuration (the core instructions that shape behavior)
• Response style settings:
  • Tone: Clinical, friendly, or balanced
  • Verbosity: Concise, moderate, or detailed
• Topic restrictions (keep the AI focused on what you want it to discuss)
• Widget enable/disable (control which health data visualizations appear in chat)
• Report generation capability toggle

Knowledge Base Integration:

You can upload your own materials - PDFs, images, videos, text documents - and the AI will use them when responding. Created a proprietary stress management protocol? Upload it. The AI will reference your specific approach, not generic internet advice.

The system uses vector embeddings for semantic search, meaning the AI understands context and meaning, not just keyword matching.

Visibility Control:

Usage Statistics:

Track how your assistants are being used: total conversations, token consumption, and when they were last accessed. This helps you understand which assistants are providing value and which might need refinement.

Health Widgets in Chat

During AI conversations, you can pull in real-time health data visualizations:

• Vital signs summary widgets
• Trend chart widgets showing patterns over time
• Intraday activity charts
• Client-specific data views

Ask the AI about a client's sleep patterns and see the actual sleep data appear in the conversation. Ask about stress and see the stress heatmap. This integration between AI analysis and real data is what makes the coaching intelligence actionable.

Client and Team Management

Managing Your Client Roster

Your client list is the command center for your practice:

• Search and filtering: Find any client instantly
• Client detail pages: Comprehensive health data for each person
• Invitation system: Add new clients via email
• Study code enrollment: For Corsano wearable integration
• Status tracking: See which clients are active and engaged

Group Management

Organize clients into groups for:

• Group-level operations and analytics
• Batch actions (assign the same program to everyone in a group)
• Easier organization as your client base grows

Team Collaboration

If you work with other coaches or have a growing practice:

• Create teams with multiple coaches
• Team invitation system for bringing on new members
• Team-based client access control (assign clients to specific coaches)
• Team-specific AI assistants that everyone on the team can use
• Team dashboard showing collective analytics

Programs and Learning Management

CardioMood includes a full learning management system, letting you create structured educational programs for your clients.

The Program Builder

Build multi-module programs with:

• Drag-and-drop organization
• Program states: draft while building, published when ready, archived when retired
• Visibility settings: private (just your clients), brand-wide, or public
• Cover images and descriptions for professional presentation
• Program cloning to create variations without starting from scratch

Lesson Types

Module Features

• Organize lessons into logical modules
• Set sequential progression (must complete Module 1 before Module 2) or allow flexible navigation
• Track progress at the module level

Certificates

When clients complete a program, CardioMood can automatically generate certificates:

• Customizable templates (title, description, signature)
• Automatic generation upon completion
• Trackable certificate URLs

AI Program Wizard

Don't have time to build a program from scratch? The AI wizard can help:

• Describe what you want in natural language
• Answer a few refining questions
• Get a complete program structure generated automatically
• The wizard even pulls in relevant stock images from Pexels
• See cost estimates before generating

Enrollment Management

• Enroll clients individually or in bulk
• Track enrollment status: active, completed, paused, dropped
• Monitor progress per member
• View enrollment analytics across all your programs

Coaching Tools Suite

Beyond data and programs, CardioMood provides practical tools for day-to-day coaching work.

Meal Planning

• Create and manage meal plans for clients
• AI-generated plans based on preferences and goals
• Supported diet types: balanced, low-carb, high-protein, vegetarian, vegan, keto, mediterranean
• Customization: target calories, meals per day, allergy exclusions
• Full macro tracking (proteins, carbs, fats)
• Assign plans directly to clients

Habit Tracking

Help clients build sustainable behaviors:

• Custom habit creation
• Flexible frequency settings (daily, weekly, custom patterns)
• Completion logging with full history
• Visual progress against targets
• Reminder scheduling

Diary and Journal

Capture the subjective alongside the objective:

• Mood, energy, and stress self-reporting
• Symptom logging
• Tag-based organization for easy review
• Private or shared entry settings
• Statistics and analysis across entries

Nutrition Management

• Daily food logging
• Nutritional goal setting
• Macro tracking at the meal and day level
• Meal history for pattern identification
• Trends and analytics over time

Notes and Documentation

Keep detailed records:

• Client notes for general observations
• Session notes with AI-powered summaries
• Appointment notes (before and after)
• Full note history for each client

Lab Results

For clients who do blood work or other lab tests:

• Record biomarker results
• Manual entry interface
• Trend charts for each biomarker
• Complete lab history per client

Scheduling and Appointments

Appointment Management

Handle all appointment types:

• In-person, video, and phone appointments
• Status tracking: scheduled, confirmed, cancelled, completed
• Duration and location configuration
• Participant management for group sessions
• Cancellation tracking with reasons
• Private notes for coaches

Calendar Views

See your schedule the way that works for you:

• Month view for big-picture planning
• Week view for detailed scheduling
• Day view for execution focus
• List view for quick scanning

Booking System

Let clients request appointments:

• Client booking requests come to your dashboard
• Approval/denial workflow
• All pending requests in one place

Availability Management

• Set your working hours
• Configure break times
• Clients see when you're available
• Availability calendar keeps everything synchronized

Materials Integration

• Assign knowledge base articles to appointments
• Distribute pre-appointment materials
• Track which materials were viewed

Video Calling and Recording

Video Conferencing

Built-in video calls mean one less external tool:

• Video room creation for each appointment
• Real-time video interface
• Waiting room for clients
• Call status tracking

Recording Features

Never lose valuable session insights:

• Automatic or manual recording options
• Recording storage with playback
• Metadata: duration, file size, date
• User preferences for auto-record settings

Video Analytics

Track your video usage:

• Usage dashboard
• Recording count statistics
• Storage usage monitoring

Reporting and Analytics

Professional reports differentiate serious coaches from hobbyists.

Health Reports

Generate comprehensive client reports:

• Automated generation based on templates
• Customizable report blocks:
  • Vital signs sections
  • Activity summaries
  • Sleep analysis
  • Nutrition data
  • Coach notes
  • Custom sections you define
• AI-enhanced content that generates smart narratives from raw data
• Preview before sending
• PDF export for professional delivery
• Batch generation for multiple clients

Report Templates

Build once, use repeatedly:

• Create reusable templates
• Edit and duplicate existing templates
• Version tracking for template evolution
• Section-based building for flexibility

Scheduled Reports

Automate your reporting workflow:

• Daily, weekly, monthly, or custom schedules
• Specific day and time configuration
• Multiple recipients
• Format settings
• Delivery tracking
• Manual run option when needed

Analytics Dashboard

See the health of your entire practice:

• Client health status indicators at a glance
• Population health view across all clients
• Activity tracking summaries
• Report history
• Sortable client list for quick triage

How CardioMood Compares

The difference isn't just convenience. When everything is integrated, you see patterns you'd miss with fragmented tools. When a client's sleep deteriorates, you see it in the same system where you're tracking their program progress and scheduling their next session.

Getting Started with CardioMood

If you're considering CardioMood for your practice, here's a practical path forward:

1. Assess Your Current Stack

List every tool you currently use: scheduling, video, client tracking, reporting, communication. Note how much time you spend switching between them and manually transferring information.

2. Start with Core Features

You don't need to use everything immediately. Most coaches start with:

• Client management and health dashboards
• Basic AI assistant for quick analysis
• Scheduling integration

3. Build Your First Program

Take one of your existing coaching protocols and build it as a CardioMood program. The AI wizard can help if you describe what you want.

4. Create a Custom AI Assistant

Upload your methodology documents and configure an assistant that reflects your coaching approach. Test it yourself before exposing it to clients.

5. Set Up Automated Reports

Create a report template that matches what you currently send clients. Schedule weekly delivery and watch the manual work disappear.

6. Expand Gradually

Add team members, create more specialized AI assistants, build additional programs, and integrate more features as your comfort grows.

Key Takeaways

• Medical-grade health data: Access 15+ clinical metrics including HRV, blood oxygen, blood pressure, ECG, and detailed sleep staging - not consumer fitness tracker estimates

• Custom AI assistants: Create AI coaching assistants trained on your methodology, with access to your knowledge base and real-time client health data

• All-in-one platform: Client management, scheduling, video calls, programs, meal planning, habit tracking, and reporting in a single integrated system

• Automated intelligence: Health alerts, trend detection, and anomaly identification working continuously across your client base

• Professional reporting: Templated, scheduled, AI-enhanced reports delivered automatically - no more 11 PM report compilation

• Team scalability: Built-in collaboration features for growing practices with shared clients, assistants, and analytics

• Program builder with AI: Create structured learning experiences for clients, with an AI wizard that can generate entire programs from natural language descriptions

Take Your Coaching Practice Further

CardioMood brings together everything health coaches need to deliver data-driven, personalized guidance at scale. Real-time health monitoring, AI-powered analysis, comprehensive client management, and professional reporting - all in one platform.

Stop juggling a dozen disconnected tools. Start seeing what's actually happening with your clients.

Explore CardioMood for Health Coaches →

Image credit: Pexels