COACHKIT GUIDES
Knowledge Center
From your first client to your next chapter.
Client portal
7 articles
A guide for clients and parents using their account.
Client portal · Clients
Join your instructor’s client portal
Use the invitation for yourself or a child without entering owner pages.
1 min read
Client portal · Clients
Request a Session in the client portal
Use the three-step request and select the correct credit source.
1 min read
Client portal · Clients
Manage or purchase memberships and packages
Review your client’s active entitlement and request plan changes.
1 min read
Client portal · Clients
Pay balances, manage cards and download invoices
Find client finance controls and distinguish payment summaries from tax forms.
1 min read
Client portal · Clients
Leave session notes or request a cancellation
Communicate about a specific appointment and track the instructor’s decision.
1 min read
Client portal · Clients
Bring a friend and follow referral approval
Request a guest for an existing class or with a new session request.
1 min read
Client portal · Clients
Update profiles and track goals and milestones
Keep account-holder details separate from the client’s progress.
1 min read