ULTIMATE Coaching Workspace & Client Portal
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Looking for an ultimate workspace to manage your clients and coaching business?
If so, this template could be the perfect fit for you! Our Coaching Client Portal & Workspace provides an all-in-one solution for your coaching business. It helps manage all aspects of your clients, track coaching schedules, create tasks, take notes, and store resources. Within the Client Portal, you can keep all the information related to the client, including the coaching program, onboarding process, client payments, contracts, and more.
Inside the Client Portal
- Main Dashboard
- Onboarding
- Coaching Schedule
- Tasks & Homework
- Message Board
- Payments
- Contract
- Resources
- Questionnaire
- FAQ
Inside the All-in-one Coaching Workspace
- Everything in the Client Portal
- Clients & Contacts Book
- Main Calendar
- Tasks
Basics Finance
Coaching Notes
Resources
