Clients & Leads
Manage your coaching client list, leads, segments, and CRM workflows.
Adding tags to clients and leads
Learn how to add, manage, and filter tags on your clients and leads in Coachful — the fastest way to organize your roster and never lose track of a lead again.
Coaching pipeline stages: lead, applicant, client, alumni
Learn what Lead, Applicant, Client, and Alumni mean in Coachful's coaching pipeline — and how to move people through each stage to grow a predictable coaching business.
Exporting your coaching client list
Learn how to export your coaching client list from Coachful — step-by-step instructions, role permissions, filter tips, and how to use your CSV for email, billing, and backups.
Fully deleting a client from Coachful (GDPR)
Learn exactly how to fully delete a client from Coachful for GDPR compliance — what data gets removed, what stays, and the precise steps to complete a right-to-erasure request.
How client roles and permissions work
Learn exactly how Coachful's client roles and permissions work — from the member role to coaches and virtual assistants — so every person sees only what they should.
How to find and filter your coaching clients
Learn how to search, filter, and segment your coaching clients in Coachful — find anyone by name, status, program, or tag in seconds and take bulk actions on any group.
How to merge duplicate client records
Duplicate client records split your notes, billing, and session history — learn how to identify, merge, and prevent them in Coachful with this step-by-step guide.
How to message a group of clients at once
Learn how to message a group of clients at once in Coachful using cohort and community squads — save time, boost engagement, and keep every client in the loop.
How to view a client’s full activity timeline
Learn how to find and filter a client's full activity timeline in Coachful — task completions, habit check-ins, bookings, messages, and payments all in one place.
Importing leads from a CSV
Learn how to import leads from a CSV file into Coachful in minutes — format your file, map fields, avoid duplicates, and start converting contacts into clients fast.
Manually adding a coaching lead
Learn how to manually add a coaching lead in Coachful, manage your pipeline, and convert prospects into paying clients — step by step, in under a minute.
Saving notes about a coaching client
Learn how to save, organize, and use coaching client notes in Coachful — so every session is better prepared and no insight is ever lost between calls.
Segmenting your coaching audience for targeted messaging
Learn how to segment your coaching audience by lifecycle stage, program enrollment, and behavior — so every message you send reaches exactly the right person at the right time.
Suspending or pausing a client account
Learn exactly how to suspend or pause a client account in Coachful — preserve progress, manage billing correctly, and reactivate clients in seconds when they're ready to return.
Tracking lead source and attribution
Learn how to track lead sources and marketing attribution for your coaching business using UTM parameters, intake forms, and GA4 — so you always know where your best clients come from.
Viewing payment history for a single client
Learn how to find, read, and export the complete payment history for any individual client inside your Coachful dashboard — in three clicks, no spreadsheet needed.