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Create an Individual Coaching Client Dashboard

If you offer coaching or consulting alongside your courses or membership, it makes sense to bring everything under one roof (and one login!) for your clients.

You can create a coaching dashboard, and display unique information per coaching client. You’ll be providing a personalized experience for them, all the while making it easier on you.

1. How To Create Your Coaching Client Section

Step 1: Use the AccessAlly Offerings wizard to set up a course.

  • Most coaching clients use the Drip Release Course template to get started
  • The content you add to your course will be foundational content that is the same for every coaching client
  • We’ll cover opportunities to customize for each client below.

Pro-tip: If you want clients to see their coaching course on the dashboard page, use icons when you setup your course using the Offerings wizard.

2. Customize The Coaching Dashboard Page

You can use a series of AccessAlly shortcodes to customize the coaching client dashboard page with their name, profile photo, or any other piece of information that you’ve collected through their profile.

Screenshot of a sample coaching dashboard

  • [accessally_user_firstname] – To insert the client’s first name
  • [accessally_profile_image] – To show their profile image (and allow them to edit/upload a new one)

3. Use Private Notes to Handle Individual Content

Now this is where most of the coaching client-specific magic happens, using AccessAlly Pro’s ProgressAlly Private Notes.

There are a few different types of Private Notes, but the main one you’ll want to use to drop content for individual coaching clients onto your page is the “Admin Initiated Note”.

Add private notes to each page of your coaching course.

Screenshot from ProgressAlly showing where to enter private notes

From there you can use the Shortcode adder or block adder to insert each of the Private Notes into your page.

To customize a note for each coaching participant, go to: ProgressAlly > Private Notes and start submitting content for each coaching client.

Screenshot from AccessAlly showing details of adding a private note to your personalized coaching dashboard

The sky is the limit here. You could upload things for each client like contracts or other files, downloads, or videos that you record just for them.

Screenshot from AccessAlly showing private notes on your coaching dashboard

You can also set up more “Question and Answer” type Private Notes, where you’ll receive an email from your client and be able to login and answer them directly. This creates a nice trail of correspondence that you can follow for each client, all in one place.

You’ll find more ideals for creating this type of coaching portal in this blog post.

Updated on May 18, 2021

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