Coach
When to use this screen
Coaching chat + analytics (This account / Every account). Subscription-locked. Billing card also on Billing.
Who can open it / who to ping
Every trader can open; chat needs an active coach subscription. Ping billing for failed card-session.
Find the record
Rail Coach.
Happy path
- If locked, subscribe (card-session may leave the dashboard, then
/processing). - Pick This account vs Every account.
- Ask / read narrative. Cancel from Coach or Billing.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| Subscribe | Unlock | Recurring charge |
| Ask / narrative | Coaching | Advice only — not a payout |
| Cancel / retry billing | Stop or fix payment | Access ends per billing rules |
If this fails
- Locked after pay: wait for webhook, then Billing retry.
- Do not treat coach answers as official risk exceptions.