Manage client sessions, track progress, and streamline resources with a customizable portal tailored to your coaching business needs


Choose just the features your coaching workflow requires. Adjust your portal as your practice grows and your clients’ needs evolve—no code needed.
Connect spreadsheets, coaching platforms, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your coaching workflows.
Deliver personalized coaching experiences through a fully branded portal. Set up secure logins and permissions for each client in minutes.
Clients can access coaching materials and schedules from any device. Softr portals are mobile-ready by default.
Clients can access coaching materials and schedules from any device. Softr portals are mobile-ready by default.
Connect with your favorite tools to automate session reminders, follow-ups, or resource sharing and save time.
Provide separate logins for clients, coaches, and admin staff. Each group gets a personalized dashboard.
Apply rules so only the right clients and coaches can view session notes, resources, or schedules.
Protect client data and private session details. Softr is fully compliant with SOC2 and GDPR regulations.
Coaches ask AI about sessions, goals, or feedback—answers appear instantly, right inside your coaching portal with Softr.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Launch your coaching portal in minutes using drag-and-drop blocks and ready-made templates.
Add booking, resource sharing, or progress tracking as your coaching needs change—no rebuild needed.
Start with your portal, then add client dashboards, forms, or scheduling—all in one place, no extra tools.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A coaching portal is a secure online space where your coaching clients can log in to access their session notes, resources, progress trackers, and personalized guidance. It centralizes all communication, scheduling, and materials in one place, so you don’t have to rely on emails or scattered documents. This makes it easier for both coaches and clients to stay organized, track progress, and create a seamless coaching experience.
Softr makes it simple to build a coaching portal that fits your workflow as a coach. You can connect your existing data—like client info or session notes from Airtable, Notion, or other tools—and set up a personalized portal where clients can log in, access resources, submit feedback, or book sessions, all in one place.
There’s no need to code. You can start with a template or build from scratch, customize layouts, set visibility for different clients, and use your own branding. It’s quick to launch, easy to update, and flexible enough to grow with your coaching practice. It just helps everything look polished and keeps your coaching organized.
You can add a variety of features to your coaching portal, depending on how you run your coaching practice. Some common options include:
\- Secure client logins – so each client accesses their own coaching materials
\- Personalized dashboards – to display session summaries, milestones, or progress trackers
\- Intake and feedback forms – for onboarding new clients or gathering feedback
\- File sharing – for uploading exercises, templates, or session recordings
\- Search and filters – to help clients find resources quickly
\- Tables, lists, and detail views – to present action plans, goals, or upcoming sessions
\- Comments or updates – to keep communication in one place
\- Progress charts or goal tracking – to visualize a client’s journey
\- Calendar view – for scheduling sessions, goal deadlines, or events
\- Permissions and roles – so clients only access their own materials
All these features are built using Softr’s drag-and-drop blocks, so you can set up your portal without writing code. If your needs change, updating the portal is easy.
No coding is needed. You can build your coaching portal entirely with Softr’s visual editor. Everything from the layout to client permissions can be customized without writing a single line of code.
Yes. You can manage multiple coaching clients or teams in a single coaching portal. Each client only sees the content and progress assigned to them, based on their login and role. This is especially helpful if you’re a coach working with several individuals or groups at once.
Softr supports an extensive range of data sources. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in data from other sources using the REST API.
You’re not limited to just one. You can integrate several data sources into the same coaching portal and display them side by side—so your portal can pull in data from both Airtable and HubSpot at once. Most sources support real-time, two-way sync, so updates in your portal or data source stay aligned automatically.
Yes, Softr gives you complete control over how your coaching clients experience the portal. You can customize the layout, navigation, and content to reflect your coaching brand and process. Each page or block can be shown or hidden based on who’s logged in, so each client only sees information and resources relevant to their coaching journey.
You can also set up different user roles, such as client, admin, or assistant coach—and define what each role can access or edit. For instance, clients can see only their own coaching goals and materials, while coaches can manage all client records. You can even set up personalized views by filtering data based on the logged-in user.
This level of customization is ideal when you’re working with multiple coaching clients, teams, or programs in the same portal. It keeps the experience organized, secure, and tailored for each user.
Yes, you can. There’s no need to have your coaching data in another tool before you start building with Softr. If you’re starting fresh, you can use Softr Databases, which is built right into the platform and integrates seamlessly with your coaching portal.
If you already track information using tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You also have the option to use the REST API connector to bring in data from other sources. Either way, you stay in control of how your client and coaching data is organized and displayed.
Yes, you can fully white-label your coaching portal in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the portal feel like a natural extension of your coaching practice. You can also remove all Softr branding, so your clients only see your coaching identity throughout their experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your coaching portal. You can adjust colors, fonts, spacing, and page structure to match your coaching brand. You can also choose how each page is laid out, decide which blocks go where, and set what different users see when they log in.
To display your data, you can add different types of blocks depending on what you need:
\- Table blocks – to show structured data like session schedules, progress tracking, or resource lists
\- List or Card blocks – to highlight things like client profiles, coaching programs, or milestones
\- Detail View – to show one record at a time, such as a client dashboard or individual session details
\- Forms – for collecting feedback or intake information
\- Charts – to visualize progress
\- Calendar blocks – to display upcoming sessions or deadlines
If your content or design needs change later, it’s easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see and do what in your coaching portal. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive coaching data across your entire portal.
For coaching portals connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it just displays it in real time based on your access settings. You’re always in control of your data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your information safe.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your coaching portal needs more users or features, here’s how the paid plans stack up: <http://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing apps—like coaching portals, CRMs, and internal tools—without needing to write code or rely on developers. What sets it apart is how quickly you can go from idea to working app, and how well it connects with your existing data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more dev-oriented (like Retool), Softr is designed for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded coaching portals that clients or team members can log into.
You can customize everything visually—from content and design to who sees what. And because Softr includes things like user roles, forms, conditional logic, and API support out of the box, you don’t need to patch together multiple tools to launch something polished.
Yes. Softr supports a wide range of integrations so you can connect your coaching portal to the rest of your stack. You can sync with tools like Stripe for payments, Intercom for chat, and automate tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced workflows.
Whether you need to send data to another system, trigger automations based on client actions, or display information from other tools, you can build it into your coaching portal, without writing code.