ULTIMATE Coaching Workspace & Client Portal

About this template
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