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. Template Tour We prepared a detailed template tour below and we highly recommend following our tour before purchasing & using this template. Disclaimer This template is provided as-is, hence, we recommend you do not delete any databases or change the formulas. The effectiveness of this template will also depend on how you utilize it within your own business operations. The Project Client Portal is part of our Ultimate Freelance Dashboard product. We separated it and designed it with a more project-based theme so you might find it easier to apply in multiple scenarios. If you already purchased the Ultimate Freelance Dashboard, there's no need to buy this product!
