Coaching Client Portal
About this template
Our Coaching Client Portal is designed as a separate unit for coaches who already have their workspaces and only looks for a Client Portal, to effectively manage their client interactions and streamline their coaching processes. This premium template offers a robust set of tools and features specifically tailored for coaching professionals.
With this portal, you can seamlessly onboard new clients, schedule coaching sessions, assign tasks and homework, and communicate through a dedicated message board. Let’s enhance productivity, maintain better client relationships, and deliver a more organized and professional coaching experience!
What is included?
- Main Dashboard: A central hub for viewing tasks and the overall program.
- Onboarding: Provide step-by-step guide to get acquainted with the platform and the program
- Coaching Schedule: Timetable of meetings and coaching sessions with dates, times, and topics.
- Tasks & Homework: List of assignments to reinforce learning and progress.
- Message Board: Space to communicate, share info, and collaborate with your clients
- Payments: Manage and track payments, billing, and dues.
- Contract: Upload written and signed contracts outlining program terms.
- Resources: Collection of articles, videos, and tools for learning for your clients
- Questionnaire: Questions to gather client preferences and feedback.
- FAQ: List of frequently asked questions and answers.
