Every client gets their own portal

Your clients text you to ask when their next lesson is, where it is, and how many package lessons they have left. The client portal on your site answers all of it. They sign in with a text, see everything, and move a lesson inside the rules you set.

See the client's side

A walk through the client portal.

Watch a client signed in on a pickleball coach's site. Open the next lesson, pick a new time, check the package balance and lesson history, and find the video lessons waiting for clips. No text thread, and no call to the coach.

Press play for narration. Captions are in the picture.

A screen recording of the client portal on a coach's website, 80 seconds. The client's phone number on screen is blurred. Video lessons and memberships are part of Elite.
Read the transcript

So one thing we worked really hard on with Elite Coach Booking is making it easy for students to manage their engagements with you. Every student has a client portal that they could sign into and see their next lesson with the coach, add it to their calendar, get directions to that location, or have the ability to manage that lesson and reschedule right from the page where they can just pick a new time, send a note to the coach and reschedule it.

And they can also see if they've bought in a package, how many lessons they have left on that package. They can manage all of their future lessons and have a history. And then if the student has purchased video reviews from the coach and has not submitted their clips yet, then they have a place right here where they can go in and upload their clips. They can purchase another video review if they would like to have something else reviewed.

So the student portal just makes it super easy and super convenient for both the coach and the student to manage their lessons, book another lesson, manage their video lessons, their packages, their memberships, so that everything is simple. It's easy and it doesn't take a lot of effort. It doesn't take a lot of back and forth text messaging to get an appointment or change a lesson on the calendar.

A pickleball coach answering the same questions every evening

A client wants to know if Tuesday is still on, which park it is at, and how many lessons are left on the package. Another wants to move Thursday. Each question is a lookup and a reply, and the coach answers them between lessons or after dinner.

  • The client taps Client portal on the coach's site and signs in with a text.
  • Next up shows Tuesday's lesson, the park and address, and a Directions button.
  • The package card shows the lessons left and when the package expires.
  • Moving Thursday happens in the portal, inside the coach's reschedule rules.
book.elitecoachbooking.com/portal
Client portal

Hi, Jordan

Signed in with a text. Everything with this coach, on one private page.

Next up Tuesday 3:30 PM Private lesson · Rotary Park
Package 3 lessons left Expires in March
Lessons 2 upcoming Past lessons under History
Signed in with a text
Reschedule Directions

Updated

Most of the messages a coach answers are not about coaching. They are status questions. Is Tuesday still on. Which park is it at. How many lessons are left on my package. Can we move Thursday.

Each one is small. Together they are an evening. The client is waiting on the coach for information the booking system already holds.

The client portal hands that information to the client. It is a private page on your site, branded to you, where each client signs in with a text and sees everything they have with you.

What the client sees

  • Next up. The coming lesson with its time, place, and address, plus Add to calendar and Directions.
  • Reschedule and cancel. Open times from your real availability, a note to you, and a clear message about whether the change is instant or waits for your approval.
  • Their balance. Package lessons left and when the package expires, plus account credit and gift cards.
  • Every lesson. Upcoming lessons, each opening its details and actions, and past lessons under History.
  • Video lessons and memberships. On Elite, clients upload their clips for a video lesson and see the memberships they hold.

What stays in your hands

The portal does not invent new rules. Every reschedule and cancel runs through the same settings as the link on each booking: self-service on or off, cutoff windows, reschedule caps, and approvals. The coach’s calendar and the coach’s Stripe account stay the coach’s.

How clients find it

Your public coach pages carry a Client portal button beside Book now and an “Already a client?” panel with Open client portal. The sign-in text itself links back to it, so clients who have booked once can always get back in.

A private page for each client, running on the rules you already set.

01

The client signs in with a text

From the Client portal button on your site, the client enters the mobile number they book with. Elite Coach Booking texts a one-time sign-in link, with a six digit code for signing in on a laptop. No password, and the session lasts on that browser.

02

They see everything in one place

Next up shows the coming lesson with Add to calendar and Directions. Below it sit their package balance, upcoming and past lessons, and, where you offer them, memberships and video lessons.

03

Your rules decide every change

Reschedule and cancel run through the same rules as each booking's own link. Self-service on or off, cutoff windows, reschedule caps, and approvals all still apply, and the client is told before confirming whether the move is instant or waits for you.

The status questions stop landing on you

When is my lesson, where is it, how many do I have left. The answer is on the client's own page, not in your texts.

Changes happen inside your policy

A client can move a lesson without a thread, and a late change still comes to you for approval when your settings say so.

Who it is for

Coaches with recurring clients, packages, or a steady week of private lessons, who are tired of answering schedule and balance questions by text.

Who it is not for

A coach who books every client personally and wants every change to go through a conversation. Self-service can be turned off, but the portal is built for clients who help themselves.

Common questions

Do my clients need a password or an app?

No. They enter the mobile number they book with and get a one-time sign-in link by text, with a six digit code as a fallback for signing in on a laptop. There is no app to install and no password to forget.

Can a client reschedule anything, any time?

No. The portal uses the same rules as each booking's own link. You choose whether self-service is on, set cutoff windows that turn a late change into a request, and cap how many times a booking can move. The client sees whether a change goes through right away or waits for you.

Which plans include the client portal?

Every paid plan. Video lessons and memberships are part of Elite, so those sections appear in the portal when the coach offers them.

Can someone use the portal to see who trains with me?

No. The sign-in page answers the same way for every number, and it only texts numbers that already have a booking, a client record, or a gift card with you.

How is this different from the reschedule link in each confirmation?

The link opens one booking. The portal opens all of them, plus the client's package balance, lesson history, and anything else they have with you, behind one text sign-in.

Bring the messy coaching rules.

Elite Coach Booking turns those rules into a booking flow clients can use and a coach app you can run from.