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. Template Tour We prepared a detailed template tour below and we highly recommend following our tour before purchasing & using this template. What is included? 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 Disclaimer This template is provided as-is, hence, please do not delete any databases or change the formulas. The effectiveness of this template will also depend on how you utilize it within your business operations. The basics finance section in this template aims to help you keep track of the money flow at a glance. It will not be able to replace a professional finance tracker or accounting software.
