Ultimate Coaching Workspace & Client Portal Notion Template
Ultimate Coaching Workspace & Client Portal Notion 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.
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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.
Share
I love this template because it’s not too complicated yet has all the important parts of what you would need to run a business. Some templates get overwhelming because it will take you so long to update manage and maintain them. I like the clean look and simple layout. After trying many templates I’m glad I found this
Dear Tracie,
Thank you so much for leaving a wonderful review! We're glad that you've found it useful. We try our best to keep things simple and understandable while still having all the necessary features so your feedback is a huge encouragement for us. Let us know if there is any way we can help you further with this template. Best,
Sara & Ann - The Organized Notebook Team
FAQ
What is a Notion Template?
A Notion Template is a pre-designed layout in the productivity app Notion. It's customizable and can feature databases, kanban boards, and calendars to jumpstart your project or task.
Can I use Notion with a free account plan?
Yes, Notion offers a free basic plan that includes unlimited pages and blocks, share with up to 5 guests, and syncs across devices.
Missing the link to download?
If you have any trouble finding the link to the template after purchasing, please check our detailed FAQ here including a video guide.
What is your refund policy?
Since our templates are digital products, all sales are final. No refunds will be given once the templates have been downloaded. But if you have any problems with the products, please don’t hesitate to contact us at organizednotebook.info@gmail.com if you need any help. We also offer FREE 15-min Coaching Session to assist you further!
What to do if I’m new to Notion?
Follow our Youtube channel for the best tips and tricks to get started with Notion!