Client management software for personal trainers
See which clients need you today, before they drop off.
Coachplan follows each client's activity in the app and flags the ones who are going quiet, right in your client list. Tags, notes, onboarding and history sit in the same overview, so you stop digging through spreadsheets, email and loose notes.
No credit card required · cancel anytime · 30 days free
Client management is where you keep all your clients, their status and their history, instead of in scattered spreadsheets and inboxes. Some call it a personal trainer CRM. In Coachplan each client's profile sits together with their programs, measurements, notes and messages, so you always know where things stand.
No more client chaos in spreadsheets and inboxes
As you grow, keeping track of clients in spreadsheets, email and loose notes gets messy fast.
Without Coachplan
- Client info spread across spreadsheets, email and notes
- Every new client onboarded from scratch
- Hard to filter and find the right client
- You lose track somewhere past 20 clients
With Coachplan
- Clients who are slipping are flagged for you
- Every client in one visual overview
- Clients sign up and fill in their own details
- Filter, sort and tag in seconds
How you keep track of your clients
Four parts of the client overview, each with its own job in your week.
Status
See who is active, and who is slipping
At a glance you see which clients are on track, have finished a program or need a new plan. Coachplan watches client activity for you and flags the ones who are about to drop off.
No client slips through the cracks
More than a client list
Self-service signup
Share one signup link, and new clients create their own profile without you sending a manual invite.
Engagement tracking
Coachplan follows each client's activity in the app and flags who is at risk of dropping off, right in your client list.
A simple personal trainer CRM
Tags, private notes and a full history per client, without the sales-pipeline clutter of a generic CRM.
Tags and categories
Organize clients with color-coded tags such as "Weight loss", "Strength", "VIP" or "Beginner".
Activity history
See a full timeline of each client's programs, courses, messages, check-ins and notes.
Private coach notes
Write internal notes about a client that only you can see, for observations and strategy.
Teams
Add coaches to your team, assign clients and share the work across the team.
Client management software vs spreadsheets and inboxes
Client management FAQ
It depends on your plan. See the current plans on our pricing page. You can upgrade at any time as you grow, and there are no per-client fees.
Yes. You send an invite or share a signup link, and the client creates their own profile.
Yes. You can create unlimited color-coded tags and filter your client list by them.
Yes. You get a full timeline of programs, courses, messages, check-ins and notes for each client.
Yes. Coachplan follows each client's activity in the app and flags the ones who are slipping in your client list, so you can follow up in time.
Yes. You can add coaches to your team, assign clients and manage access across the team.
Ready to get your clients organized?
Try Coachplan free for 30 days and put every client in one overview from day one.
Start your free trialNo credit card · 30 days free · no per-client fees
Coachplan for your role
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