SuiteDash for coaches and consultants
Bookings, intake forms, session notes, courses and payments in one portal your clients log in to.
Sound familiar?
- Clients book in one app, pay in another and get notes by email.
- You send the same intake questions to every new client by hand.
- Your course or resources live somewhere clients can never find.
Five workflows we would build for your practice
Discovery to client
A booking link for discovery calls that creates the contact and starts follow-up.
Intake
An On-Boarding FLOW with your agreement, intake questions and first payment.
Session rhythm
Session booking, reminders and notes shared in the portal after each call.
Packages and payment plans
Packages billed in instalments or as a subscription, with automatic reminders.
Courses and resources
Worksheets, recordings and courses in the portal, using SuiteDash’s LMS where you need it.
What your clients would see
A sample portal for a made-up coaching practice. Click the sidebar to look around.
Welcome, Nadia!
- Jordan LeeLeadership program50% completedWorking
- Maya ChenCareer transition25% completedWorking
- Vantage LabsTeam offsite coaching0% completedPending
- Omar FaroukExecutive presence100% completedCompleted
- $600.00 USD · Jordan LeeINV-301Open balance: $600.00OpenDueNov 5
- $3,200.00 USD · Vantage LabsINV-298Open balance: $3,200.00OpenDueNov 20
- $450.00 USD · Maya ChenINV-290Open balance: $450.00OverdueDueOct 18
Bookings & Requests
- Session 4 booked for ThursdayJordan Lee15 min ago
- Weekly reflection submittedMaya Chen4 h ago
- Discovery call bookedSam RiveraYesterday
- JLJordan LeeClient · Leadership programActive
- MCMaya ChenClient · Career transitionActive
- VLVantage LabsCompany · Team coachingProposal accepted
- SRSam RiveraLead · Discovery callNew lead
- Leadership programJordan Lee · due Jan 30Working3 of 6 (50%)
- Career transitionMaya Chen · due Dec 15Working1 of 4 (25%)
- Team offsite coachingVantage Labs · due Nov 28Pending0 of 3 (0%)
- Executive presenceOmar Farouk · due Oct 20Completed6 of 6 (100%)
- INV-301$600.00 (USD) · one time · Jordan LeeOpen
- INV-298$3,200.00 (USD) · one time · Vantage LabsOpen
- INV-290$450.00 (USD) · one time · Maya ChenOverdue since Oct 18
- INV-288$600.00 (USD) · one time · Jordan LeePaid
- My Files
- Staff Files
- Company Files
- Contact Files
- Programs
- File Requests
- Documents
- JLJordan LeeNewBefore ThursdayI tried the feedback framework with my team. Can we debrief?Today
- MCMaya ChenWorksheetUploaded my values worksheet to Files.Oct 30
- VLVantage LabsOffsite datesWe have locked in the 28th. Agenda attached.Oct 28
Automations
- Discovery call bookedSend intake form and prep emailOn
- Package purchasedStart onboarding FLOW, open the course modulesOn
- Session completedShare notes, send reflection formOn
- Payment plan dueInvoice instalment, remind after 3 daysOn
Welcome, Jordan!
Book sessions, see your notes and continue your program.
- Due Jan 30Leadership program50% completedWorking
Showing 1 results
- $600.00 USDINV-301OpenDueNov 5
- $600.00 USDINV-288PaidDueOct 5
Showing 2 results
My programs
- Leadership programDue Jan 30Working3 of 6 (50%)
Billing
- INV-301$600.00 (USD) · due Nov 5Open
- INV-288$600.00 (USD) · due Oct 5Paid
- My Files
- Shared with Leadership program
- File Requests
- Documents
Messages with Clearpath
Nadia BrooksThanks, we have what we need for now. We’ll update you here as soon as there’s news.
Jordan LeeI tried the feedback framework with my team. Can we debrief?
A sample portal for a made-up coaching practice, laid out like a real SuiteDash build. Switch between the owner’s dashboard and the client’s portal, and click the sidebar to look around.
Coaches & consultants: common questions
What should a coaching client portal include?
A place to book the next session, the notes and worksheets from the last one, and a way to message you between calls. Everything else is optional. The more of the relationship lives in one place, the less you chase.
Can I run courses in SuiteDash?
Yes. SuiteDash includes an LMS on the Pinnacle plan, so you can deliver courses and recorded modules alongside one-to-one coaching, inside the same branded portal.
Can clients book sessions in SuiteDash?
Yes. SuiteDash has appointment scheduling, so clients can book sessions from the portal or a booking link. We connect it to your calendar, add reminders, and tie bookings to the right client record so every session is tracked in one place.
Can I sell coaching packages with payment plans?
Yes. Packages can be billed as instalments or subscriptions, with invoices and reminders sent automatically. Clients see what they have paid and what is due in the portal, which saves awkward conversations about money.
Can I host courses in SuiteDash?
Yes, with the LMS, which is included on the Pinnacle plan. You can deliver modules, recordings and worksheets inside the same portal clients use for sessions, so everything for their program lives in one login.
Is SuiteDash too much for a solo coach?
Not if it is set up simply. Many solo practices only need booking, intake, payments and a clean portal. We build the smallest setup that removes your admin, and add more only when your practice needs it.
SuiteDash services behind every industry setup
Also set up for: medical & radiology practices, agencies, accountants & bookkeepers, law firms, it & msps, wellness practices.
Let’s set up SuiteDash for your practice
30 minutes. No obligation. You’ll leave with a plan.