Client Management

Client management built for serious coaches.

Every client profile, conversation, document, and milestone — in one dashboard. Stop juggling spreadsheets, WhatsApp threads, and separate tools.

What is included

Everything you need to run a professional coaching practice.

Full client profiles

Store contact info, health history, goals, notes, and documents for every client. Everything in one place, searchable in seconds.

Progress tracking

Log and chart body metrics, strength records, and custom measurements over time. Clients see their own progress in the mobile app.

Calendar and scheduling

Book sessions, set recurring appointments, and keep your coaching calendar organised alongside client programmes.

Direct messaging

Message clients from the coach dashboard or mobile app. No need for WhatsApp or a separate inbox — conversations stay with the client record.

Document sharing

Upload contracts, assessments, or guides and share them directly inside the client portal. Clients access everything from the app.

Lead-to-client pipeline

Capture leads, track follow-ups, and convert enquiries to paying clients — all inside the same platform you use to coach them.

Built-in CRM

From first enquiry to long-term client.

Most coaching platforms start at the client. Levara starts at the lead. Track every enquiry in your pipeline, log follow-ups, send payment links, and convert prospects into clients — then manage them all from the same dashboard.

  • Capture and track leads with contact details and notes
  • Follow-up reminders so no enquiry falls through the cracks
  • One-click convert to client when they are ready to sign up
  • Pipeline view to see where every prospect stands
JM

Jamie Morgan

Lead — enquired 3 days ago

Follow up

Goal: lose 10kg before summer holiday

Budget: open to monthly retainer

Referred by: Instagram DM

Common questions

Client management FAQ

How many clients can I manage on Levara?

Levara is designed to scale with your coaching business. Plans accommodate coaches with small rosters up to large client bases. Check the pricing page for client limits per plan.

Can I import my existing clients from another platform?

Yes — you can import clients via CSV during onboarding. Our support team can assist with larger migrations from Trainerize, MyPTHub, TrueCoach, or spreadsheets.

Can clients see their own data and progress?

Yes. Clients download the free Levara client app and see their programmes, nutrition plans, check-in history, and progress metrics — no access to other clients or coach settings.

Does Levara track in-person sessions as well as online clients?

Yes. The Levara coach mobile app supports in-person training sessions and group training — so you can manage both your online and in-person business from one place.

90 days to see if it fits.

90 days free. All features included. Card required, not charged until your trial ends.

Start your free trial

Cancel any time.