For coaches who want a simple client system
Wellness coaching forms and trackers that connect
Forms capture what you agree in session; trackers show what happens between sessions. When they measure the same things, progress reviews almost write themselves. This set is built as one system.
$39/month. Billed monthly. Subscription renews automatically each month until canceled. Cancel at any time. 60-day money-back guarantee.
$39/month. Billed monthly. Subscription renews automatically each month until canceled. Cancel at any time.
The connected set
- Weekly check-in form with one focus habit
- Session notes with agreed action steps
- 30 and 90-day habit trackers
- Sleep, water and movement trackers
- Energy and mood log
- Mid-programme and final progress reviews
How the pieces fit
Agree a focus habit in session notes, track it daily on the habit tracker, report on it in the weekly check-in, then summarise it in the progress review. The same markers run through each document.
Less admin, more coaching
Instead of building a new form for every client, duplicate your saved version in My Client Resources and change the name. Most coaches set up their system once in an afternoon.
Branded and printable
Every form and tracker carries your logo, colours and contact details and downloads as a clean PDF for print or tablet use.
Common questions
- Can I use just the trackers?
- Yes — each document works on its own, they're simply designed to complement each other.
- How many clients can I use them with?
- As many as you like while your membership is active.
- What does it cost?
- $39/month. Billed monthly. Subscription renews automatically each month until canceled. Cancel at any time. Nothing is ever charged automatically.
Explore the rest of the vault
Set up your client system this week
Open every form and tracker, pre-filled with your branding.
$39/month. Billed monthly. Subscription renews automatically each month until canceled. Cancel at any time.