Client Portal Coach

Coaches can create a personalized portal for each of their clients, which allows them to gather important information and feedback, share resources and scheduling, track payments, and maintain clear and direct communication, all in one location.
About this template

The Client Tracker and Portals Template offers a highly professional and efficient service for clients. By consolidating communication, scheduling, and resources into a single platform, coaches can streamline their workflow and save valuable time previously spent navigating multiple platforms.

Additionally, the ability to offer a personalized portal for each client fosters a stronger coach-client relationship and eliminates the need for back-and-forth communication across multiple channels.

Finally, the template provides coaches with a central location for everything related to each client, from onboarding information and session notes to payment tracking and resource sharing. This feature enhances organization and allows coaches to quickly and easily access all relevant information, whenever they need it!

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