The perfect client portal for your coaching business
Give clients an easy way to access key information and documents from your WordPress website.
Allow clients to upload their own files
Clients can upload their own files, images, or documents to their portal. From progress pics to contracts – keep everything together.
Keep all contracts, documents, and forms together
Clients aren't always the most organised – but you can be! Keep everything they need together and end the "Could you resend..." emails.
Create multiple portals for all your different programs
Your client can have multiple portals assigned to them. Create separate portals for all your different cases.
Embed forms that clients can fill in directly from their portal
Use your favourite form plugin to embed anything from intake questionnaires to feedback forms in one place.
“I want to offer my coaching clients something a little bit special when they join – instead of dozens of plain-text emails”
As a coach you provide high-touch services to your clients. They're coming to you to help them improve in some way – but they also want that 5-star experience.
Giving them their own portal when they join not only gets them excited about the process, it also gives them a fantastic first-impression (futher cementing that they made the right decision in hiring YOU over your competition).
Most coaches simply email across dozens of attachments, workbooks, forms, guides, scheduling links, and more. Unless your client is a particularly organized unicorn (most aren't), then they're going to find it difficult to keep up with everything you have on offer while going about their busy lives.
Client Portal gives you and your clients a beautiful, intuitive dashboard that they can log into any time (day or night) to find everything you've ever sent them. No more searching through long email threads. No more spending your time resending documents and links again and again.
The result? Your clients will thank you. They'll love you. They'll recommend you to everyone they know.
Start using Client Portal with your next client. Get set up in less than 20 minutes.
I started setting up my first portal and I have to say: wow! This is so cool. I can't believe how easy it is to add, change, and remove sections on the backend. And WOAH does that front end look professional. You made a very cool thing. Thank you. –Alli Blum, SaaS Onboarding Consultant
Everything is included
Brand your portals to seamlessly match your coaching website.
Use our beautifully designed content pages to embed anything from spreadsheets to videos.
Secure file uploads
Securely upload your files to your portal. All files are kept private and away from WordPress’s media library.
Send notifications to clients when the portal has been updated with new information.
You can have as many portals as you need on either plan. You can keep them active forever.
Give access to as many clients as you like with no extra cost – no matter which license you choose.
We’re always improving Client Portal. You’ll get every single product update free for 1 year.
Free support for 1 year with the option to renew (but you keep the product even if you don’t renew!)
100% Risk-Free Money Back Guarantee!
If you’re not completely satisfied within 30 days of purchase, we’ll refund your money; hassle-free.
As a business development coach, using Client Portal has allowed me to create an incredible private client experience.
Client Portal is lightweight, elegant, easily branded, and simple to set up. Having templates means I no longer need to recreate the onboarding process for individual clients, and my clients can access everything they need in a single place under my brand name.
The support from Laura and the Client Portal team whenever I've had questions has been outstanding. My clients love it. I love it. It's a game-changer.
Start using Client Portal with your next client
Starting from $249. Take the headache out of keeping clients in the loop with a simple way to store project deliverables on your WordPress website.
“I am ALREADY crazy in love with Client Portal (and with all the improvements you're adding to it).”