A client portal transforms the coaching experience from periodic sessions to an ongoing relationship. Clients can access resources, track progress, and stay engaged between sessions.
What a Client Portal Provides
24/7 Resource Access
Worksheets, recordings, frameworks, and materials are always available—not buried in email threads.
Progress Visibility
Clients can see their assessment results, goal progress, and session history in one place.
Self-Service Scheduling
Book, reschedule, and manage appointments without back-and-forth emails.
Communication Hub
Messages, session notes, and homework assignments are centralized and searchable.
Benefits for Coaches
- Fewer administrative questions
- Higher resource utilization
- Better client engagement
- Professional perception
- Reduced no-shows
Benefits for Clients
- Everything in one place
- Self-service convenience
- Visible progress tracking
- Easy access to materials
- Feeling of investment in the process
Setting Up Your Portal
- Upload your core coaching resources
- Configure what clients can see and do
- Customize branding to match your practice
- Send portal invitations to clients
- Orient them in their first session
Driving Portal Adoption
Clients won't use what they don't know about:
- Introduce the portal in onboarding
- Reference it during sessions ("You'll find that in your portal")
- Assign homework that requires portal access
- Keep adding fresh, valuable resources
Stronghold includes a full client portal with every subscription.