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Client Management

All Your Clients, One Powerful Dashboard

Stop juggling spreadsheets and scattered notes. CoachEasy gives you a centralized hub to manage every client relationship with ease and professionalism.

Start Managing Clients

Everything You Need to Manage Clients

From onboarding to ongoing communication, CoachEasy streamlines every aspect of client management.

Easy Onboarding

Invite clients via email or share a join link. They can sign up and access their personalized portal in minutes.

Client Profiles

Store all client information in one place—contact details, goals, health history, preferences, and notes.

In-App Messaging

Communicate directly with clients through secure messaging. No need for external apps or scattered conversations.

Session Scheduling

Schedule and manage coaching sessions effortlessly. Clients receive reminders and can view upcoming appointments.

Progress Overview

Get a quick snapshot of each client's progress, goals achieved, and areas that need attention.

Group Management

Organize clients into groups for batch programs, challenges, or team coaching sessions.

Build Stronger Client Relationships

Never Miss a Detail

Keep all client information, notes, and history in one accessible place.

Stay Connected

Communicate efficiently without switching between apps or platforms.

Scale Your Practice

Handle more clients without sacrificing the personal touch that makes you great.

Ready to Simplify Client Management?

Join coaches who are saving hours every week with CoachEasy's intuitive client management tools.

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