Build a Client Portal for Your Coaching Practice
Give clients a login for session notes, worksheets, and progress tracking, plus private messaging between sessions. Free to start.
16,170+ sites created with Kleap in the last 30 days
A working app, not a template
What it is
A client portal for a coach is a private web app where each client logs in to see their program, complete check-ins, access session notes and resources, and message you between sessions. Kleap builds it on its own database so each client's progress and reflections stay confidential to them.
What your coach client portal tracks
Every field below is one you can add, rename, or remove by chatting with Kleap — a starting point tuned for coach.
Program / module tracker
The stages or modules of the coaching program with completion status, so clients see how far they've come and what's next.
Goals & progress log
A record of the client's goals and updates over time, so both of you can see momentum and revisit commitments between sessions.
Check-in / reflection form
A recurring form clients complete before sessions (wins, blockers, mood) that writes into their record, so you arrive prepared instead of spending the session catching up.
Session notes & action steps
Notes and agreed action steps posted after each session, keeping accountability alive between calls.
Resource library
File uploads for worksheets, recordings, and guides the client can access anytime as part of their program.
Homework / task status
Assigned tasks with a done/pending status so clients follow through and you can see accountability at a glance.
Private message thread
A confidential, scoped conversation for between-session support so encouragement and questions stay attached to the client's journey.
Client dashboard
A summary of current module, next session, outstanding homework, and the latest check-in shown at login.
What good looks like for coach
One app, a view for everyone
Client / coachee
Following the program, tracking their own progress, doing check-ins, reaching their coach for support
Coach
Prepared sessions from check-ins, client accountability on action steps, confidential communication, one home for resources
Program / operations lead
Consistent client experience across cohorts, completion rates, keeping resources organized
Buy a tool, or own one built for you
Off-the-shelf software makes you fit its mold. With Kleap you describe the client portal you actually want and own it outright.
A typical client portal
- Monthly per-seat fees that grow with your team
- Your data lives on their servers, in their format
- Fixed features — you adapt to the tool, not the reverse
- Generic, not shaped around coach
Built with Kleap
- Free to start — no per-seat pricing
- You own the app and its database, data stays yours
- Change anything by chatting — fields, views, workflow
- Shaped around how coach actually works
Build it in 3 steps
Describe it
Tell Kleap what your coach needs, in plain words.
AI builds it
Get a real working app with records, forms, and a dashboard.
Publish
Refine it in chat, then publish. It is a live app you own.
Frequently asked questions
Can clients do their check-ins and homework in the portal?+
Yes. Recurring check-in forms and task fields let clients submit reflections and mark action steps complete, all written into their own record. You get prepared for each session and can see accountability without chasing anyone.
Is each client's progress kept private?+
Yes. Every client logs into an account scoped only to them, and their reflections, notes, and messages live in a private record in the portal's database. No other client can see their information — confidentiality is enforced by their login.
Does it connect to my scheduling or video-call tools?+
No. It is a standalone web app for the program, check-ins, resources, and messaging — not an integration with scheduling or video software. You continue booking and running calls however you already do; the portal is the home for everything around the sessions.
Can I run a group program or multiple clients from it?+
Yes. Each client gets their own login and record, so you can run many clients or a full cohort while each person sees only their own program, progress, and messages. Their journeys stay separate and private.
More Client Portal use cases
Ready to build it?
Describe your coach client portal and watch it come to life. Free to start, no code.