Moxie is an exceptionally polished platform for coaches. Its forms, workflows, client portals, notes, files, scheduling, invoicing, and communication tools make it possible to create a professional and seamless client experience.

However, Moxie’s current Terms prohibit storing all clinical health-related, mental-health-related, and emotional-wellness intake data globally.

This creates a significant limitation for many coaching professionals—not only therapists or medical providers.

Clients naturally share information connected with:

stress and burnout

anxiety and overwhelm

grief and major life transitions

confidence and self-doubt

relationships and family challenges

ADHD and executive functioning

habits, sleep, and emotional regulation

trauma-informed personal development

Because Moxie provides intake forms, client notes, files, portals, and coaching workflows, many coaches may reasonably assume these tools can be used for ordinary coaching information without realizing that emotional-wellness content is prohibited.

I would love to see Moxie offer one or more of the following:

A compliant option designed for coaching and wellness professionals who need to store sensitive client information responsibly.

Appropriate data-processing terms, security controls, retention and deletion options, breach procedures, and support for relevant privacy obligations.

Practitioner-only notes, restricted files, audit logs, configurable retention, stronger access permissions, and the ability to exclude sensitive records from AI processing and ordinary email notifications.

If Moxie does not wish to store this information directly, an integration with a secure intake and client-record platform would allow coaches to preserve Moxie’s excellent front-end experience.

The restriction should be highly visible wherever users create forms, notes, files, and client workflows so that coaches do not unknowingly build unsupported systems.

This would help Moxie serve life coaches, health coaches, ADHD coaches, grief coaches, relationship coaches, trauma-informed coaches, EFT practitioners, and many other professionals whose work naturally involves sensitive personal information.

I have used and enthusiastically recommended Moxie because the platform is so thoughtfully designed. I would genuinely prefer to continue using it as the central system for my practice, and I believe many other coaches would benefit from this capability too.

Please upvote if your coaching clients sometimes share sensitive personal, emotional, health-related, or wellbeing information through your forms, notes, messages, or files.