<aside> <img src="/icons/card-diamond_lightgray.svg" alt="/icons/card-diamond_lightgray.svg" width="40px" /> Welcome to the guide on managing your clients using Notion! This step-by-step instruction will help you effectively utilize the Notion client portal for an enhanced coaching experience. Follow the outlined steps to set up, manage, and navigate the client portal efficiently.
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<aside> <img src="/icons/card-diamond_lightgray.svg" alt="/icons/card-diamond_lightgray.svg" width="40px" /> The client portal template includes various sections to help you manage different aspects of coaching. You can edit the portal with your information by clicking on the down arrow next to the new button as seen below and clicking on the three-dot menu to edit the template.
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<aside> <img src="/icons/card-diamond_lightgray.svg" alt="/icons/card-diamond_lightgray.svg" width="40px" /> Here's how to navigate through the pages included in your planner:
Example Portal - Olivia Wilson: Access individual client pages by clicking on their names. The example portal is Olivia Wilson, use the Olivia Wilson link to get more familiar with the information layout and the databases you will be updating while processing your service delivery.
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Introduction: Begin with the Introduction page to familiarize yourself with the platform.
Invoices: Manage client billing and payments through the Invoices section.
Appointments: Schedule and track client appointments in the Appointments section.
Goals: Your client can use this section to plan and track their goals and action plans.
Resources: Use this section to provide and organize helpful materials like policies in the Resources section.
Feedback: Create your client feedback questionnaire to store in your template. Update the links and pages in the Letโs Connect section with your information to stay in touch
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