🎉 Revolutionize Your Life Coaching Business with the Ultimate Coaching Spreadsheet Template! 🌟
Ready to streamline your career or life coaching practice and manage your sessions with ease? 🚀 Tailored specifically for coaches, this SMART Client Tracker Session Log and Session Calendar and Bookkeeping tool is a complete solution for organizing your practice, optimizing capacity, and gaining actionable insights—all in a user-friendly digital tool! 📱💻✨
Works in Excel + Google Sheets!
❤️Why You’ll Love This Tool ❤️
🗓 SMART Calendar Tab
Stay on top of your schedule at a glance:
Dynamic calendar to view weekly and monthly appointments.
Session status tracking: Scheduled, Cancelled, No-Show, and more, custom to you!
Key session details: Duration, Client, Location, etc..
Fully customizable for your unique practice needs!
📊 Capacity Planner Tab 📊
Optimize your schedule like a pro:
Set your ideal session count for the week.
Instantly calculate your capacity for weekly, bi-weekly, monthly, and more.
Easily see how many additional clients you can take on to maximize your schedule.
💰 Income & Expense Tabs 💰
Take control of your finances effortlessly:
Income Tab: Log payments from clients or other streams
Expense Tab: Track business costs like supplies, professional development, marketing with precision for easy write-offs.
View your total income and expenses by month and year in the dashboard tab
📊 Comprehensive Dashboard 📊
Gain powerful insights into your practice:
Monthly summaries with visual income and expense breakdowns.
Session trends - duration, location / type of sessions, cancellation reasons
📝 Session Tracking Tab 📝
Capture the details of every appointment:
Log cancellations, preferences, and detailed session notes.
Rate each session and attach supporting files like intake forms.
Track session focuses and progress
👥 Client Tracking Tab 👥
Keep client information organized in one place:
Store contact details, session preferences, referrals and more
Track coaching objectives and more
📱 Access Anywhere, Anytime! 📱
This sheet works in Excel + Google Sheets. Google Sheets version will work seamlessly across your devices—tablet, phone, iPad, or computer—so you’re always connected and in control of your practice.
Who Is This For? 🎯
Whether you’re an experienced coach or just starting out, this tool is for professionals who want to:
📦 What You’ll Receive 📦
Why Choose This Tracker?
✅ A professional tool tailored for life coaches, career coaches, and more to manage your bookkeeping and client tracking
✅ Intuitive, beginner-friendly features.
✅ Real-time access and updates across all your devices.
🎉 Don’t wait to elevate your coaching business —get the SMART Tracker today! 🎉
🎉 Revolutionize Your Life Coaching Business with the Ultimate Coaching Spreadsheet Template! 🌟
Ready to streamline your career or life coaching practice and manage your sessions with ease? 🚀 Tailored specifically for coaches, this SMART Client Tracker Session Log and Session Calendar and Bookkeeping tool is a complete solution for organizing your practice, optimizing capacity, and gaining actionable insights—all in a user-friendly digital tool! 📱💻✨
Works in Excel + Google Sheets!
❤️Why You’ll Love This Tool ❤️
🗓 SMART Calendar Tab
Stay on top of your schedule at a glance:
Dynamic calendar to view weekly and monthly appointments.
Session status tracking: Scheduled, Cancelled, No-Show, and more, custom to you!
Key session details: Duration, Client, Location, etc..
Fully customizable for your unique practice needs!
📊 Capacity Planner Tab 📊
Optimize your schedule like a pro:
Set your ideal session count for the week.
Instantly calculate your capacity for weekly, bi-weekly, monthly, and more.
Easily see how many additional clients you can take on to maximize your schedule.
💰 Income & Expense Tabs 💰
Take control of your finances effortlessly:
Income Tab: Log payments from clients or other streams
Expense Tab: Track business costs like supplies, professional development, marketing with precision for easy write-offs.
View your total income and expenses by month and year in the dashboard tab
📊 Comprehensive Dashboard 📊
Gain powerful insights into your practice:
Monthly summaries with visual income and expense breakdowns.
Session trends - duration, location / type of sessions, cancellation reasons
📝 Session Tracking Tab 📝
Capture the details of every appointment:
Log cancellations, preferences, and detailed session notes.
Rate each session and attach supporting files like intake forms.
Track session focuses and progress
👥 Client Tracking Tab 👥
Keep client information organized in one place:
Store contact details, session preferences, referrals and more
Track coaching objectives and more
📱 Access Anywhere, Anytime! 📱
This sheet works in Excel + Google Sheets. Google Sheets version will work seamlessly across your devices—tablet, phone, iPad, or computer—so you’re always connected and in control of your practice.
Who Is This For? 🎯
Whether you’re an experienced coach or just starting out, this tool is for professionals who want to:
📦 What You’ll Receive 📦
Why Choose This Tracker?
✅ A professional tool tailored for life coaches, career coaches, and more to manage your bookkeeping and client tracking
✅ Intuitive, beginner-friendly features.
✅ Real-time access and updates across all your devices.
🎉 Don’t wait to elevate your coaching business —get the SMART Tracker today! 🎉
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