Client Portal Notion Template for Coaches Online 1 to 1 Coaching CRM Dashboard with Client Onboarding and Session Tracking

Streamline your coaching business with this Client Portal Notion Template for Coaches - a powerful Online 1 to 1 Coaching CRM Dashboard designed to simplify client management from day one. This all-in-one system includes intuitive Client Onboarding and Session Tracking features so you can focus on transformation, not admin. Whether you run a solo practice or a growing mentoring program, this customizable dashboard keeps everything organized, professional, and shareable in one place.

➜ HOW IT WORKS

1. PURCHASE the template and download the PDF with the link to access the planner.

You will need a Notion account to download and edit the template.


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

• COACHING DASHBOARD with all key information, clear task planner and session calendar

• NOTIFICATIONS to easily communicate with your client

• 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 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 customisable 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 utilise the template effectively. Create an account here: https://www.notion.so/

• DEVICES - The template works across all devices but is optimised 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.

---

Copyright ©️ 2025 MintCanvas Studio