A personalized client dashboard, not a shared spreadsheet row
CoachevaOS's client dashboard brings a client's goals, progress timeline, tasks, custom fields, and session history into one personalized workspace: the same view a coach uses to manage the relationship, and a lighter version the client sees in their own portal.
Goals & progress
An open-ended goal list with a visual progress timeline, not a fixed milestone template.
Niche-specific fields
Custom fields and metrics pre-loaded per coaching niche, fully editable per client.
Full history in view
Session notes, check-ins, tasks, and documents merged into one timeline per client.
Frequently asked questions
Goals, a visual progress timeline, upcoming tasks, custom fields relevant to their coaching niche, session history, and (if enabled) an AI progress summary, all scoped to that one client.
Both. The coach sees the full client-management view, and the client sees a lighter version of the same data (their own goals, progress, and tasks) in their own portal.