Find the clients who need a closer look.
Review recent activity, intake status, and active programs alongside any flagged concerns. Filter by client status, training mode, or assigned coach to narrow the list.
Client management
Know who needs you. Keep the context close.
See who has been active, who needs follow-up, and who is missing a program. Then open their record to review training, client updates, and past conversations before you reach out.
NORTHLINE COACHINGClientsAll Clients · Groups · Leads · Operations
Find a client
CLIENT / PROGRAMFOLLOW-UP / LAST ACTIVITY
MC
Maya Chen
Strength foundations
Forms need review (2)Last activity: Yesterday
JR
Jordan Reed
No active program
Review programmingLast activity: 3 days ago
AL
Alex Lane
Strength foundations
Invite delivery failedLast activity: Not available
Open a client record to review the details and follow up.
From the roster to the conversation
Pick up where the conversation left off.
Read their latest check-in, revisit a coach note, or look back through messages. Their program and client updates are in the same workspace, so you can catch up before replying.
Resolve access and assignment issues.
The Operations view lists invitation problems and goals missing linked training or nutrition plans. Open the client record to resolve access, or start the missing assignment.
One client workspace
The plan is only part of the picture.
A program tells you what you planned. Client updates and conversations help explain how it is going. Keep both within reach when you decide what to do next.
- Training & progress
- Review the current program, assessment results, and goals before planning the next session.
- Client updates
- Read forms, check-ins, and wellness updates to understand how the client is doing between sessions.
- Conversation & notes
- Revisit what the client told you and the notes you made after your last conversation.
- Billing & account access
- Review client billing, manage invitations, and help clients access their account.
Saved groups
Coach the group.
Stay close to each client.
Keep a class or coaching cohort in a saved group. See which members have a program, who needs help with access, and any available attention flags before messaging or assigning work.
Strength foundations
Illustrative group · 3 available members3Available members
1No active program
1Access issue
- Review the group’s available members
- Choose a message, a program to assign, or a form
- Check who will receive it before you continue
Reuse the group. Choose the recipients each time.
From first enquiry to active coaching
Keep enquiries moving toward coaching.
- Know who to contact next.
- See where each lead came from, their current stage, and when to follow up. The lead queue highlights due follow-ups and offers suggested wording for messages you send yourself.
- Bring new clients on board.
- When a lead is ready, convert them into a client. Manage their invitation and collect the intake details you need for the first session.
- Follow through on failed invitations.
- See which clients need an email address added or an invitation retried. Open their record to resolve the issue and help them get started.
Grow your roster.
Keep coaching personal.
Choose the platform plan that fits your active-client roster and bring your client records, programs, and follow-up into one workspace.
Join the waitlist