Feature
Every client, every session, every detail in one place.
Keep every client relationship organized and thriving in one place.
One place for every client relationship
Managing clients across spreadsheets, email threads, and separate apps creates gaps. Kaido centralizes everything: profiles, notes, session history, documents, and program progress. So you always know exactly where each client stands.
- Complete session and communication history per client
- Custom notes attached to clients and individual sessions
- Document and resource storage within each profile
- Quick-glance status across your entire roster
All Clients
Sarah Johnson
January 2025
Marcus Powell
February 2025
Tyler Rhodes
February 2025
Emma Laurent
November 2024
Jordan Kim
March 2025
Onboard new clients without the friction
First impressions matter. Send clients a direct invite link, assign them to a program, and have them complete intake forms, all before the first session even starts.
- Invite clients individually or add multiple at once
- Intake forms automatically assigned on signup
- Auto-enrollment into programs at onboarding
- Clean, professional client-facing experience from day one
Invite New Client
See progress, not just sessions
Coaching is about outcomes. Kaido lets you see task completion rates, session attendance, program milestones, and overall engagement, so you can step in before a client falls behind.
- Program and task completion tracked per client
- Session history and attendance visible at a glance
- Engagement indicators to spot disengaged clients early
- Shared visibility for team members and co-coaches
Sarah Johnson
Business Coaching
90-Day Business Accelerator
50%
4 of 8 sessions complete
Sessions
- Goal Setting & Vision
- Market Analysis
- Pricing Strategy
- Q1 Review
- Growth Planning
Ready to put client management to work?
Start your Kaido account and manage your clients with the tools professional coaches rely on.
Frequently asked questions
Everything you need to know about client management on Kaido.
- How many clients can I manage on Kaido?
- There's no hard cap on clients. You can manage your full roster from one dashboard regardless of how many active engagements you're running.
- Can I import my existing client list?
- Yes, you can bulk import clients via CSV upload or invite them individually using a direct link. Clients set up their own accounts on first login.
- Can clients see their own progress?
- Yes. Clients have their own dashboard where they can view program progress, upcoming sessions, assigned tasks, and shared documents. You control what's visible to them.
- How do session notes work?
- You can add notes directly to a client's profile or attach them to specific sessions. Notes are private to you and your team. Clients cannot see them.
- Can I give team members access to specific clients?
- Yes. You can invite team members with custom roles and control what they can access. Role-based permissions let you share specific client engagements without exposing your entire roster.