Coaching client portal
Most coaching software is built for coaches; the client receives whatever gets shared by email, or nothing until the next session. Exantur treats the coachee’s experience as a design priority, a genuine space for the client’s own relationship with their development.
It is part of Exantur, coaching practice management software built for the practice of professional coaching, not adapted from a generic project management tool.
By Martijn Mauritz, Founder & Coach at Exantur
One place for the client’s journey
Through the portal, coachees see their active programs, the goals they are working toward and current progress on each, their check-in history, outstanding accountability items, documents and assignments the coach has shared, and their assessment results.
Engagement between sessions
A client who can see the evidence of their own progress, complete check-ins, update accountability items and reflect between sessions arrives at each conversation more prepared and more engaged than one with no structured connection to their coaching.
A professional onboarding
The portal is also how coachees are onboarded. When a coach adds a coachee and sends a portal invitation, the coachee is guided to set their credentials and access the portal, an entry point that reflects the quality of the coaching that follows.
Where clients join and where new ones find you
Each session can carry its own video link, Zoom, Teams or Google Meet, so a coachee joins the call straight from their portal instead of hunting through email for the right URL. Before the relationship even starts, a public offer page can present a program with what it includes and let someone enrol, and an opt-in coach directory lets new clients discover you by specialism, language and location. The portal is not only where an existing client works, it is part of how the next one arrives.
A concrete example
Between two sessions, a coachee logs in, completes a two-minute check-in on how the week went, marks one accountability item as done and reschedules another, reads a worksheet the coach shared and uploads a short reflection. By the time the next session starts, the coach already knows where things stand, the conversation begins where it matters instead of spending ten minutes catching up. That is the difference a real portal makes versus a client who only appears at the scheduled hour.
Frequently asked questions
- What is a coaching client portal?
- A coaching client portal is a secure space where the coachee sees their own programs, goals and progress, completes check-ins and assessments, accesses documents and assignments, and joins sessions. In Exantur every plan includes the coachee portal, so the client has a real place to engage with their development between sessions.
- Is the client portal included?
- Yes. Every plan includes the coachee portal. It can also be white-labelled under your own brand via an add-on.
- What can clients do in the portal?
- View goals and progress, complete check-ins and assessments, access and complete documents and assignments, track their accountability items, and join sessions via the video link attached to each meeting.
- Can clients join video calls from the portal?
- Yes. Each session can carry its own Zoom, Teams or Google Meet link, so coachees join straight from the portal instead of searching their email.
- Can I put my own brand on the portal?
- Yes, via the white-label add-on, the client-facing portal can carry your organization’s brand.
Give clients a portal that keeps them engaged
See the coachee portal in a live demo of Exantur.