Life Coaching Business Manager With Client Portal
About this template
Our life coach freelancer productivity manager client portal Notion template is a must-have for organizing your coaching business, featuring operations, client experience, finance, and knowledge management sections. This user-friendly template is the perfect life coach gift idea. 𝑩𝑼𝑺𝑰𝑵𝑬𝑺𝑺 𝑯𝑼𝑩 𝑰𝑵𝑪𝑳𝑼𝑫𝑬𝑺 ⬩Scheduling Automation ⬩Real-Time Availability ⬩Vendor Management ⬩Agile Task Board ⬩Finance Manager ⬩Time Tracking ⬩Material Planning ⬩Order Management ⬩Delivery Timeline ⬩Document Tagging ⬩Dynamic Search ⬩Address Book 𝑪𝑳𝑰𝑬𝑵𝑻 𝑷𝑶𝑹𝑻𝑨𝑳 𝑰𝑵𝑪𝑳𝑼𝑫𝑬𝑺 ⬩Onboarding ⬩Introduction ⬩Billing Distribution ⬩Appointment Scheduling ⬩Meeting Notes ⬩Goal Tracking ⬩Action Planning ⬩Reflection Journal ⬩Engagement Timeline ⬩Policy Storage ⬩Article Library ⬩Feedback
Categories
About this creator
More by Recall It All
More like this
Install now
How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
