How to use All Clients in CoachNexa

Open All Clients

Click All Clients in the sidebar. You'll see a searchable table of every active client.

Add a new client

Click the + Add Client button (top right). Fill in their name, email and phone number, then click Save.

Invite the client to their portal

In the client list, click the client's name to open their profile, then click Send Portal Invite. They'll receive a login link by email.

Search and filter

Use the search box at the top to find a client by name or email. The table updates as you type.

Open a client profile

Click any client's name to open their full profile. From here you can see their goals, habits, sessions, invoices and notes in one place.

Edit client details

Inside the client profile, click the Edit pencil icon next to their name to update contact info, timezone or tags.

Deactivate a client

If a coaching engagement ends, open the client profile → click the three-dot menu → Archive Client. The client loses portal access but all data is preserved.

What your client sees — Client receives the portal invite email

When you click Send Portal Invite, the client gets a branded email with a secure Set your password link (valid 48 hours). This is the first thing they see from your practice.

What your client sees — Client sets a password and logs in

The client clicks the link, chooses a password and lands on their personal portal dashboard — no app download needed. They can bookmark the portal URL for one-tap access.

What your client sees — Client sees their personalised home

After login the client sees their dashboard with your branding, their upcoming sessions, goals, habits and tasks — everything you set up for them appears here automatically.