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Ultimate Coaching Client Portal & Coaching Workspace

Ultimate Coaching Client Portal & Coaching Workspace

Regular price $99.00 USD
Regular price $118.00 USD Sale price $99.00 USD
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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.

Version

Template Tour

We prepared a detailed template tour below and we highly recommend following our tour before purchasing & using this template.

What is included in our packages?

We offer various packages to meet your needs. You can choose to purchase the Client Portal alone, or the complete All-in-One Coaching Workspace package.

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

Additional 1:1 Onboarding services from our team: During a 45-minute onboarding session, we will assist you with setting up the workspace and help you make the best out of this template. Once you purchase this package, you can schedule a session via our Calendly link at your convenience!

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.
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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.

How to download Notion templates?

Simply click the "Duplicate" button in the top right corner to duplicate the template in your own workspace. Make sure to check our full guide here

If you have trouble finding the download link after purchasing make sure to check our video guide in the FAQ here!

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!