Manage schedules, track progress, and enhance communication with a fully customizable portal tailored to your coaching practice.


Create a portal tailored to your coaching process. Add just the tools your clients need now, and adjust as your practice or workflows evolve.
Connect spreadsheets, scheduling tools, and client management systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your coaching practice.
Deliver a personalized, branded coaching portal for your clients. Set up secure logins, permissions, and tailored access in minutes.
Your coaching portal is fully mobile-ready, so clients can check resources or track progress from any device.
Your coaching portal is fully mobile-ready, so clients can check resources or track progress from any device.
Connect with scheduling or communication tools to automate reminders, goal-tracking, and client updates.
Offer separate logins for clients, coaches, or admins—each with their own personalized dashboard.
Set fine-grained rules for what clients, coaches, or admins can see and do within the portal.
Keep all client information safe and confidential. Softr is SOC2 and GDPR compliant for secure coaching experiences.
Clients can ask AI about sessions, resources, or schedules and get answers instantly, right inside your coaching portal.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Launch your coaching client portal in minutes with drag-and-drop blocks and ready templates.
Add scheduling, resources, or progress tracking as your coaching needs change—no rebuild needed.
Bring messaging, resources, and client tracking together—no need for separate tools or logins.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A coaching client portal is a secure online space where your coaching clients can log in to access key resources—like session notes, action items, worksheets, and progress updates. It centralizes all communication and materials, so you don’t have to rely on long email threads or scattered documents. This helps both you and your clients stay organized, focused, and on track throughout the coaching journey.
Softr makes it simple to create a coaching client portal that works for your coaching practice. You can connect your existing data—like client records in Airtable, scheduling in Google Calendar, or notes in Notion—and set up a portal where clients can review their progress, download resources, book sessions, and submit reflections, all in one place.
You don’t need to code. Start with a template or build your portal from scratch, customize the layout, decide what each client can see, and brand it to match your coaching style. It’s quick to launch, easy to maintain, and flexible enough to adapt as your practice grows. It keeps your client experience smooth and professional.
You can include a wide range of features in your coaching client portal, depending on what supports your workflow best. Some popular options are:
\- User logins – so each client can access their own sessions and materials
\- Custom dashboards – to show goal progress, session recaps, or action plans
\- Forms – for intake, feedback, or session prep
\- File sharing – so clients can access worksheets and upload completed assignments securely
\- Search and filters – to help clients quickly find resources or notes
\- Tables, lists, and detail views – to display session schedules, goals, or learning modules
\- Comments or status updates – to keep communication in one place
\- Charts – for visualizing progress or milestones
\- Calendar view – for tracking upcoming sessions or important deadlines
\- Permissions and roles – so clients only see their own information
Everything is built using Softr’s drag-and-drop blocks, so you can add or update features easily without any coding. If your coaching process changes, it’s simple to adjust your portal anytime.
No coding is needed. You can build your coaching client portal entirely using Softr’s visual editor. Everything, from the layout to client permissions, can be customized without writing any code at all.
Yes. You can manage multiple coaching clients or teams within a single coaching client portal. Each user only sees the content and information assigned to them based on their login and role. This is perfect for coaches who work with several individuals or groups, ensuring everyone only accesses the materials relevant to their coaching journey.
Softr supports a wide range of data sources for your coaching client portal. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also pull data from other sources using the REST API.
You’re not limited to just one source. You can integrate multiple data sources into your coaching client portal and display them side by side—for example, having your session notes from Airtable and resources from Google Sheets all in one place. Most sources support real-time, two-way sync, so updates in your portal or data source stay current automatically.
Yes, Softr gives you full control over the user experience in your coaching client portal. You can customize layouts, navigation, and content to align with your coaching brand and workflow. Each page or section can be shown or hidden depending on who’s logged in, so every coaching client only sees what’s relevant to them.
You can also set up roles like client, coach, or admin, and define exactly what each role can view or update. For example, clients can access their own session materials, while coaches or admins can manage all client records. You can also personalize views by filtering data for the logged-in user. This makes managing multiple coaching clients or programs secure, organized, and tailored to each user’s needs.
Yes, you can. You don’t need to bring your coaching data from another tool to get started with Softr. If you’re starting fresh, you can use Softr Databases, which are built into the platform and work seamlessly with your coaching client portal.
If you already track client progress or appointments in tools like Airtable, Google Sheets, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. There’s also a REST API connector if you want to pull in data from other sources. Whichever approach you choose, you have full control over how your coaching data is organized and presented in your portal.
Yes, you can fully white-label your coaching client portal in Softr. You can use your own logo, brand colors, fonts, and even set up a custom domain to make the portal feel like a natural extension of your coaching practice. All Softr branding can be removed, ensuring your clients only see your coaching brand throughout their experience.
Yes, you can. Softr gives you plenty of flexibility to control the design and layout of your coaching client portal. You can adjust colors, fonts, spacing, and page structure to reflect your coaching brand. You can also decide how each page is arranged, select which blocks are visible where, and tailor what clients see when they log in.
To display information, you can use different types of blocks depending on your needs:
\- Table blocks for things like session logs, progress trackers, or resource lists
\- List or Card blocks to highlight coaching packages, client profiles, or recommended materials
\- Detail View blocks to show one record at a time, like a personalized client dashboard
\- Forms for session notes, feedback, or intake questionnaires
\- Charts to visualize progress
\- Calendar blocks to display session schedules or important dates
If your needs change, you can easily update your coaching client portal directly in the visual builder.
Softr is designed with security in mind. All data in your coaching client portal is encrypted in transit (TLS) and at rest, and the portal is hosted on secure, reliable infrastructure. You can manage exactly who can access which parts of your client portal by using role-based permissions and user management directly within your data source. Visibility rules and global restrictions help protect sensitive client information across your entire portal.
If you connect your portal to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—instead, it displays it securely in real time based on your permissions. You remain in control of your client data and who can view or edit it.
Softr follows industry best practices for authentication, access control, and platform monitoring to keep your coaching information safe.
You can get started for free. Softr’s Free plan allows you to publish one coaching client portal with up to 10 app users and 2 user groups, and includes support for data sources like Softr Databases, Airtable, Google Sheets, and more.
If your coaching portal needs to support more clients or advanced features, you can explore Softr’s paid plans for additional functionality: <https://softr.io/pricing>
Softr is designed to make building fully functional, user-facing apps like coaching client portals, CRMs, and internal tools easy—without needing to code or rely on developers. Its strength lies in how quickly you can go from idea to a live client portal, and how seamlessly it connects to your data.
Unlike other no-code tools that may focus on mobile apps or developer-heavy interfaces, Softr is built for non-technical professionals who want control over layout, user experience, and permissions. You can work with real-time data from sources like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded portals for your coaching clients to log into.
Everything can be customized visually—from layout and content to permission structures. Softr also comes with built-in user roles, forms, conditional visibility, and API support so you can launch a polished coaching portal without cobbling together multiple tools.
Yes. Softr supports a wide range of integrations so you can connect your coaching client portal to the rest of your workflow. You can sync with tools like Stripe for payments, Intercom for communication, and automate tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automations.
Whether you want to send data to another system, trigger automations when a client completes a session, or pull in information from other platforms, you can build it into your coaching portal—no coding required.