Client Onboarding for Coaches
A new client signs up for your program. Now you need the intake questionnaire, signed coaching agreement, package payment, and scheduling preferences — before the first session. Portico collects it all in one branded link so you can start the real work.
You became a coach to help people, not to chase intake forms across email, DMs, and Google Docs. But every new client costs you an hour of admin before the first session.
You've built a polished website and social presence, then send new clients a Google Form and a PayPal link. The onboarding experience breaks the professional impression you've created.
Intake form in one tool, coaching agreement in DocuSign, payment through Stripe or PayPal. Three separate steps, three chances for the client to stall or ghost.
One-on-one intake works at 5 clients. At 20 or in a group program, you're copy-pasting welcome emails, manually tracking who has paid, and losing track of who has not submitted their questionnaire.
Intake questionnaire, coaching agreement, package payment, and welcome materials — clients complete everything in a single branded flow before their first session.
Your logo, your colors, your domain. The onboarding experience matches the transformation you provide. Clients feel they've invested in something real.
1:1 clients see different intake questions than group program members. Executive coaching asks about organizational goals; life coaching asks about personal values. One template handles all.
"You still need to sign your coaching agreement and complete the intake questionnaire." Specific, automatic, and they stop when the client finishes.
See every client's status at a glance — who's completed onboarding, who's stalled, and what's outstanding. No more checking three tools.
How it works
Pre-built with intake questionnaire, coaching agreement, package payment, and welcome message. Customize for your practice in 5 minutes.
Your client gets a professional welcome email with a magic link. No account creation, no app download. They click and begin.
Questionnaire, agreement, payment — done in one sitting or across multiple sessions with auto-save. Reminders handle the rest.
Intake responses, signed agreement, and payment confirmation are all in one place. Walk into session one fully informed.
Features
Conditional logic adapts per program type. 1:1 coaching, group programs, executive coaching — different questions, same template.
Coaching agreements and liability waivers signed inline. Legally binding, timestamped, stored with the client record.
Collect session packages, program fees, or deposits as part of onboarding. Clients sign and pay in the same flow.
Your logo, colors, and custom domain. The onboarding matches the professional presence you've built on your website and social channels.
Clients access a branded portal to view their intake responses, signed agreements, and any resources you share.
Onboard clients in 9 languages across 46 countries. Serve international clients without language barriers.
Pre-built with intake questionnaire, coaching agreement, package payment, and welcome message. Customize it in 5 minutes.
Use the Coaching TemplateStart free. Send your first branded onboarding in under 10 minutes.
Start Free