Jun 13, 2026
Release Notes: Client Tracking Dashboard Now Live
We just launched a new Notion dashboard for tracking client progress. Here’s what it does and why we built it.
You asked, we built. The new Client Tracking Dashboard is now available in the library. It’s a Notion template that lets you track each client’s goals, session notes, and action items in one place.
We designed it after hearing from coaches who used three different tools for scheduling, notes, and follow-ups. This dashboard replaces all of that. It includes a weekly view, a progress indicator, and a notes section that automatically links to the client’s profile.
Early users report saving 2–3 hours per week on admin. If you already use Notion, it takes 5 minutes to set up. If you don’t, we include a quick-start guide.