Client Portals
Client portals are personalized spaces where your clients can follow their coaching journey, access their documents and interact with you.
Why use portals?
For your clients
- A dedicated and professional space
- Access to their coaching journey 24/7
- Visualization of their progress
- Centralized documents and resources
For you
- Enhanced professional image
- Structured tracking of your coachings
- Fewer scattered emails and documents
- Time saved on admin work
Section structure
Overview
The main page displays all your clients with their portal status:
- Active portal: The client has a portal with an ongoing journey
- Link only: The client has a portal link but no active journey
- None: No portal created yet
Per client
For each client, you can manage:
- Their portal and coaching journey
- Their session recaps
- Their tasks
- Their documents
Templates
Create reusable journey templates to save time.
How to get started?
- Add a client in the CRM (My Office)
- Create a portal for that client
- Define their coaching journey
- Share the portal link with your client