Client Portal Notion Template for Coaches | 1 on 1 Coaching Dashboard CRM Client Onboarding Session Tracker Shareable Mentoring Template

Your clients deserve a professional, organized experience — and so do you. This Notion Client Portal Template gives coaches and mentors a shareable, branded dashboard for each client: session tracker, resource library, payment tracker, and onboarding flow — all in one place. Share it directly with your client and manage everything together, in real time.

Watch the Template's video tour: https://youtu.be/c2tt9hazBjA?si=WoOlTZS68Vq2ihzL

➜ HOW IT WORKS

1. PURCHASE the template and download the PDF with the link to access the Notion Client Portal for Coaches.


2. DUPLICATE the template to your Notion workspace to start editing.

3. EASY SET UP: Read the instructions PDF to help you navigate & use the template immediately.

➜ WHAT'S INCLUDED

• 1 on 1 COACHING DASHBOARD: a shareable command center for you and your client to review key data (business hours, contact details, tasks), communicate with your client, and review your session calendar

• NOTIFICATION section for easy communication and onboarding clients with a clear structure

• PROGRAM overview to present yourself and your practice in the best, most professional way

• DOCS & RESOURCES library to share with your clients - comes with ready-made document templates for you to edit

• PAYMENT page to manage payments and invoices

• CLIENT REVIEW & SATISFACTION SURVEY to collect clients' testimonials and feedback

• FAQs page to address any common client concerns

• AESTHETIC minimalist & intuitive design fully customizable to fit your branding and client's requirements

➜ IMPORTANT NOTES

• REFUNDS - Due to the digital nature of the product, we can offer no refunds. All sales are final. However, customer satisfaction is our top priority, so please don't hesitate to reach out if you have any issues with your order.

• DIGITAL FILE - You are purchasing a digital download. No item will be shipped to you.

• NOTION - You will need a FREE Notion account to use this template. A basic understanding of Notion is necessary to use the template effectively. Create an account here: https://www.notion.so/

• DEVICES - The template works across all devices but is optimized for desktops, laptops and tablets. The appearance of the pages may vary compared to the listing photos when used on smaller devices.

• COPYRIGHT - All materials are copyrighted © MintCanvas Studio. This template is for personal use only. You may not resell, distribute, reproduce, or give away the template in any form, even if you have made modifications. By purchasing this product, you accept these terms.

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Copyright ©️ MintCanvas Studio