Notes, goals and check-ins for every client
Keep session notes, goals, tasks and bookings for each client together. Clients see what they need to do next in their portal.
Replaces notes app, shared spreadsheet with clients.
What you can do
Session notes
Write notes after each call and keep them on the client's page.
Goals with milestones
Set a goal, break it into milestones, and log check-ins.
Tasks clients can see
Share action items with a client and see when they are done.
Group programs
Run cohorts with weekly lessons and live sessions.
Booking pages
Clients book their own sessions from your calendar.
Check-ins
Log progress on each goal and see it over time.
Setting it up
Meet and follow up
Book sessions, take notes and assign next steps.
Set goals
Agree on what progress looks like.
Add a client
Create or import them.
Questions
Works with calendars and booking, tasks and goals and courses and student portal.
Can clients see their own tasks?
Yes. Mark a task as visible and it shows in their portal.
Can I charge monthly for coaching?
Yes. Make a subscription product and attach it to a client.