Coaching Client Portal

This Coaching Client Portal is the ultimate workspace to manage your coaching business. This intuitive template provides a seamless experience for both coaches and clients, centralizing essential resources and tracking progress in one place.

What’s included inside the Client Portal?

Programs

- Share the details about your coaching programs

- Display the different courses and modules available

- Allow clients to enroll in their desired program

Onboarding

- Welcome message for your clients

- Collect client's information, expectations and preference with a survey

- FAQ and answers about the client portal, already done for you

Resource library

- The perfect resource library for you to communicate with your client

- Upload files and videos

- Assign files to different coaching programs

Goals

- Goal-setting pages with a visual progress wheel

- Includes habit tracker and journal for accountability

- Includes a weekly schedule for productivity

Invoices

- Keep track of invoices 

- Set payment dates

- Upload payment files

Meetings

- Keep track of sessions

- Includes a meetings calendar

Feedback

- Receive valuable insights from your clients

- With a feedback form for clients to share their experience with the portal

- Sections encouraging future projects and collaboration

What is Notion?

Notion is an all-in-one workspace for productivity, where you can create systems for planning or work, websites and more. To use this planner, you have to create a Notion account (it's completely free).

You can use Notion on any device (desktop, tablet and mobile).

How can I download this planner?

After your purchase, you'll receive an email with a link to Notion. To add the planner to your workspace:

If you're using your laptop: click the "duplicate" button on the upper right side of the screen and select "add to workspace"

If you're using your phone: click on the three dots, select "duplicate", and then "add to workspace".

Note: This is a digital product. No physical item will be shipped to you. Given the nature of this products, refunds are not available.

Client support: if you have any questions, please contact themindfulplanner@outlook.com and I'll be happy to answer.