Coach Client Management System

Run your whole coaching practice’s records from one Notion workspace — and own the system outright. The Coach Client Management System is a complete build blueprint (PDF guide) for a Notion system with six linked databases: Clients, Sessions, a Goals Tracker, Packages, Invoices and Session Notes, plus a live Dashboard that shows today’s sessions, packages running low, overdue invoices and the newest notes at a glance.

What makes this different: most Notion templates are sold as a single duplicate link — if the seller ever moves or deletes the original, your system is at risk, and you never learn how it works. This guide specifies everything: every property (name and type), every relation and rollup, and the exact formulas to copy — including invoice Total with tax, Balance Due, an automatic Overdue flag that counts the days, and a Sessions Left formula that counts a package down as sessions are booked and held, so the balance is never a guess. Build it once in 30–45 minutes with the sequenced checklist, verify it against the included fictional sample data (two clients, two packages, sessions and invoices whose totals are stated in the guide so you can check your build to the cent), then delete the samples and go live. Session Notes are related to both the client and the session they came from — records only: this guide contains no coaching content of any kind.

Inside the PDF (13 pages): Start Here; the 30-minute build checklist; the Dashboard spec; one chapter per database (properties table, views to create, formulas written out in full); the Sample Data chapter with stated expected totals; weekly + monthly workflows; troubleshooting FAQ. Works on Notion’s free plan. You will need a free Notion account and about 30–45 minutes to build the system — this is a guide that builds the template in your own workspace, not a hosted link. Planning/organization tool only — not accounting, tax or legal advice.