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The Coaching Client Dashboard helps you manage your coaching clients efficiently. From the Client Admin Dashboard, you can view your Coaching clients and relevant information such as:
  • Upcoming Coaching sessions
  • Completed Coaching sessions
  • Client status
Coaching Client Admin Dashboard The Client button on the Coaching dashboard brings you to an Admin Dashboard with additional functions beyond the standard contacts view.

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Access the Coaching Client Admin Dashboard

  1. Open Products from your Dashboard
  2. Select Coaching
  3. Click Clients
From the Coaching Client Admin Dashboard you can perform a variety of functions, as well as view the status of your coaching clients.

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View a client profile

  1. From the Dashboard, select the Client you wish to view
  2. Select Visit Profile

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Schedule a session

  1. Select the Client you wish to schedule a Coaching session with
  2. Click into the Coaching Product
  3. Press the Schedule session button
  4. Fill out the session details, then press Save to finish scheduling the Coaching session
Note: Kajabi Scheduler only allows booking up to 2 weeks in advance.

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View client status

The Coaching Client Admin Dashboard makes it easy to view your clients’ status. A Coaching client’s status can be Active or Past. Active is defined as a Coaching client who has upcoming booked Coaching sessions, or sessions that still need to be scheduled: Active Client Status Past is defined as a Coaching client who has completed all of their Coaching Sessions: Past Client Status The All view shows all of your Coaching clients, both Active and Past: All Clients View