manage your coaching clients
Client Portal Kit
Create an entirely customisable portal for your health or life coaching clients so they can access everything from one branded and beautiful online space. Manage your clients and onboard them with ease.
This customisable online client portal, along with video training on how to manage your clients and set up and use the portal template, will help you streamline and organise client communication and management in your coaching business.
The template is set up using a free online tool call Notion. You’ll get a full, detailed yet simple walkthrough of how to get started with Notion and implement and customise the template for your coaching business.
Free and fully customisable
Set it up in 15 minutes
Looks professional and well organised
You’ll want to grab this client portal kit if you…
Want to create a professional and well organised onboarding experience for your clients
Aren’t ready to invest in an all-in-one CRM system or find that the client portal options you have available look boring AF
You’ve been struggling to manage your client programmes and need everything streamlined and in one place, but also individualised for each client
This client portal template is an absolute game changer, thank you!
Hi, Laura here 👋
I help health and life coaches get more clients, grow their businesses and live their best lives while they do it!
Something else you should know about me is that I’m a giant tech nerd.
I also like to be organised and because that doesn’t come to me naturally, I use the tech nerdery to help!
That’s why I created this client portal – I use this with my own clients to help me manage their coaching programmes and so they get a more streamlined, professional, well branded experience too.
I’m so excited to share this with you. Even if the tech side of things makes you want to run for the hills, you can still provide your coaching clients with a simple and well organised onboarding and managing system.
Let me show you how!
Laura 💖
Client Portal Kit
Client Portal Template (using a free to use open access platform called Notion)
Easy to follow video tutorial to set up and customise template
Additional video training and worksheet on managing your client case load and creating a client onboarding process
FAQ’s
Do you offer refunds on this product?
Due to the nature of this product, we do not offer refunds as standard on this particular item. All sales are final.
Do I need anything else to make use of this training?
You will need to set up a free account at notion.so
I’m not very techy, what if I get stuck trying to set this up?
Don’t worry if you get stuck setting this up. If you need any further assistance, simply post in the Facebook group you get access to when you purchase the product and you’ll get support.
© Laura Agar / Uniquely Healthy Limited 2012 - 2025 | Brand and Website Design by Wholeheartedly Laura | Photography by RJM Photography
© Laura Agar / Uniquely Healthy Limited 2012 - 2025 | Brand and Website Design by Wholeheartedly Laura | Photography by RJM Photography