My Client Portals

Coaching portals, journeys, templates and client documents

Client Portals Overview

Discover how to create and manage personalized spaces for your clients.

Step-by-step guide to create your client's first portal.

Create reusable journey templates to save time.

Create evaluation questionnaires for your clients.

Manage your coaching contracts and get client signatures.

Create and share session summaries with your clients.

Assign tasks to your clients and track their completion.

Share documents and resources with your clients.

Configure email templates and automations for your clients.

Understand how client portal access links work.