Module 4 · Build #2: The Client Hub

Make it fit your business

Right now the hub speaks a generic language: “clients,” “appointments,” “notes.” Your business has its own words and its own fields. In this lesson you make the hub speak your language.

One change at a time — still the rule

You learned this discipline early and it never stops mattering: ask for one specific change, see it work, then ask for the next. Don’t hand Claude a paragraph of five changes at once — when something looks off, you won’t know which change caused it. Small steps, checked as you go, get you somewhere clean far faster than one big leap.

Make it yours, one prompt each

Here are the kinds of changes that make the hub fit a real practice. Pick the ones that match your business, and paste them one at a time:

Rename "appointments" to "sessions" everywhere.

Add a field for referral source and one for billing status.

Add a tag system so I can group clients.

Add a birthdays line to the TODAY view.

A cleaning company might rename “sessions” to “jobs” and add a field for the property address. A coach might add a “goals” field and a tag for which program someone’s on. There’s no wrong answer — if your business tracks it, add it.

Snapshot after every change that works

Each time a change lands and the hub still works the way you want, lock it in. Just tell Claude:

Save a snapshot with git.

That’s your undo button. If a later change goes sideways, you can always ask Claude to go back to the last snapshot — so you can keep reshaping the hub without ever fearing you’ll break it for good.