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[ Client management workflow ]

Coach client management software for one connected coaching workspace

CoachHaven gives coaches a single place to manage clients, assign nutrition and training work, review progress, and keep the operational side of coaching close to the client record.

One platform

Client management is the center of CoachHaven, not a separate CRM module. Plans, tracking, messages, recipes, and billing all attach back to the client relationship.

  • Client records and coaching context
  • Meal and training plan assignment
  • Adherence and metric review
  • Billing and subscription context

How client management works in CoachHaven

Client records stay tied to the plans, progress, notes, and billing context that shape day-to-day coaching decisions.

[ Onboard ]

Create the working client record

Add or import clients, manage invitations, keep profile context, and track the operational state needed before assigning plans.

[ Deliver ]

Assign plans from the same workspace

Create meal plans and training plans from the client context, then deliver them without moving between unrelated tools.

[ Review ]

Use tracking to guide updates

Review adherence, measurements, notes, and plan history so the next update reflects what actually happened after delivery.

What the client record connects

CoachHaven works best when the client record is the anchor for the rest of the coaching workflow.

Meal planning

Generate and revise nutrition plans from the same client workspace that stores constraints and goals.

Training delivery

Assign training work beside nutrition plans so coaching context is not split by discipline.

Progress tracking

Use meal adherence, workout context, measurements, and notes to understand what needs to change.

Billing operations

Keep subscription and active-client context close to the coach-client relationship.