Client management · Onboard
Manage your entire coaching roster in one workspace
Add clients, capture goals and sponsors, and keep every journey organised, without spreadsheets, scattered notes or shared inboxes.
What's inside
Private client profiles
Each client has a secure profile with goals, sponsor, journey window, notes and history.
Sponsor visibility
Track sponsoring organisations and stakeholders alongside the client they support.
Journey timeline
See every session, assessment, task and feedback request on a single timeline.
GDPR-ready
EU-hosted with export and right-to-be-forgotten built in.
Roster filters
Filter by stage, sponsor, tag or last activity to find the client you need in one click.
Magic-link portal
Invite clients to a secure portal, no password, no app to install.
How it works
- 01
Create a client profile
From your dashboard, open Clients → New. Add name, email, sponsor (optional), goals and the journey window.
- 02
Tag and segment
Use tags for cohort, programme, sponsor or seniority to keep your roster searchable as it grows.
- 03
Invite to the portal
Send a magic link. Clients land in a secure space to book, respond to assessments and complete tasks.
- 04
Track progress over time
Open any client to see sessions, assessments, stakeholder feedback and between-session tasks in one timeline.
Checklist
- Client profile created with goals and sponsor
- Tags applied for cohort or programme
- Client invited via secure magic link
- Journey window and stages scheduled
Try it on your next journey.
Start a 14-day trial. No credit card required.