Client Management – Lodo Coach

Every Client. Perfectly Organised.

LodoCoach gives you a complete view of every client relationship, from intake to final session, in one secure, searchable workspace.

01.

Store all client information in one place: contact details, intake responses, notes, goals, sessions and invoices, all linked, all searchable.

02.

Send smart intake forms before the first session. Responses are stored directly in the client profile, no copy-paste, no admin.

03.

Track active goals, milestones and coaching trajectories across each client’s entire journey. See what’s been achieved and what’s still open.

04.

Give clients their own secure login to view session summaries, goals and progress. Strengthen the coaching relationship between sessions.

All client information, intake data, notes, goals and invoices in a single structured profile.

Send pre-session intake forms and collect structured data before the relationship even begins.

Manage active goals and coaching trajectories for every client. Never lose track of where you are.

A complete chronological record of every session, note, action item and milestone for each client.

Give clients controlled access to their own progress, summaries and action items via the secure Client Portal.

All client data is encrypted, stored on EU servers and fully GDPR-compliant. Export or delete at any time.

How many clients can I manage in LodoCoach?

All plans include unlimited client profiles. There are no per-client fees, add as many clients as your practice needs.
Can I import existing client data?

Yes. You can import client data via CSV. During onboarding, our team can assist with migrating data from other platforms like spreadsheets or other coaching tools.
Can clients update their own information?

Clients can update their contact details and view their data via the Client Portal. Coaches control exactly what clients can see and edit.
Is client data kept private between coaches on a team?

Yes. On the Teams and Business plans, coaches only see their own clients by default. Shared access can be granted per client by the account owner.
What happens to client data if I cancel?

Your data is yours. If you cancel, you have 30 days to export all client data before it is securely deleted. We never hold data hostage.

14-day free trial.