Dashboard Overview
Welcome back, Coach! Here's your practice summary.
Revenue Trend
Recent Activity
Upcoming Sessions
View AllClient Management
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Session Calendar
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Today's Schedule
Coaching Programs
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Career Coaching
12-week intensive program for career transformation
Life Coaching
8-week program for personal growth and balance
Business Coaching
16-week program for entrepreneurs and leaders
Executive Coaching
24-week premium program for C-level executives
Health Coaching
10-week wellness and fitness transformation
Relationship Coaching
8-week program for couples and individuals
Analytics & Insights
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Revenue by Program
Client Acquisition
Automation Hub
Automate your coaching workflows and communications
Welcome Email Sequence
Automatically send onboarding emails to new clients
Session Reminders
Send reminders 24h and 1h before sessions
Follow-up Automation
Send follow-up emails after each session
Payment Reminders
Remind clients about upcoming payments
Milestone Celebrations
Celebrate client achievements automatically
Feedback Requests
Request feedback after program completion
Billing & Payments
Manage invoices and track payments
| Invoice # | Client | Program | Amount | Status | Date | Actions |
|---|---|---|---|---|---|---|
| #INV-1247 | Sarah Johnson | Career Coaching | $2,500 | Paid | Jun 1, 2026 | |
| #INV-1246 | Mike Chen | Life Coaching | $1,800 | Pending | Jun 3, 2026 | |
| #INV-1245 | Emma Davis | Business Coaching | $3,500 | Paid | May 28, 2026 | |
| #INV-1244 | James Wilson | Executive Coaching | $8,000 | Overdue | May 15, 2026 |
Messages
Communicate with your clients
Hi! I wanted to thank you for today's session. The career mapping exercise was really helpful!
I'm so glad to hear that! You're making great progress. Keep working on those action items we discussed.
Will do! See you next week 😊