Client Management
Every client, one calm dashboard
Stop reconstructing each client from five apps before every session. In Kaido, every engagement has a single home for the files, notes, sessions, forms, and history, so you walk in already knowing where things stand.
30 days free · no card required · free migration from your current tools
kaido · clients
Elise Fontaine
Leadership 1:1
8 of 12 hoursActiveMarcus Oyelaran
Executive coaching
9 of 12 hoursActiveCaleb Wren
Health reset
1 of 4 hoursTrial
3 clients · every relationship, one record: sessions, payments, notes, next step
What's included
The whole engagement, in one place
A client in Kaido is not a row in a spreadsheet. Each engagement gets its own dashboard with everything the two of you have touched, from the first invitation to the latest session.
One dashboard per engagement
Overview, outline, resources, client files, notes, sessions, and forms, one click apart. Prep for a session without opening a second app.
Progress you can point to
Track each engagement in sessions or hours, like 2.0 of 5.0 hours used. You always know what has been delivered and what remains.
A timeline that remembers everything
Every session, note, file, and form lands on the engagement timeline. The full history of the relationship, reconstructed in seconds.
Invitations and onboarding, tracked
Invite a client, see who has accepted, and spot unfinished onboarding at a glance, so nobody starts week three still half set up.
Worth saying twice
Context is the most expensive thing you rebuild every week.
Ten minutes of where-did-that-file-go before every session is a full working day every month. One dashboard per client hands it back.
Questions
Client management questions, answered
Something else on your mind? hello@usekaido.com reaches a human.
One client working through one of your offers. Each engagement gets its own dashboard with files, notes, sessions, forms, and a timeline, so a client with two engagements keeps two clean histories instead of one tangled one.
Yes. The Clients view lists everyone, with tabs for active engagements and pending invitations, and each row opens that engagement's dashboard.
Per engagement, in the unit your offer is built on: sessions completed or hours used. Progress updates as sessions happen, with no manual bookkeeping.
On the engagement, split between the resources you share and the files the client uploads. Everything is attached to the relationship it belongs to, not a generic drive folder.
Yes. Clients log in and see their own engagement, their sessions, tasks, files, and progress, which means fewer status-update emails for you to write.
Yes, and migration is free. Bring your client list and materials over, and start each engagement with its history already in place.
Walk into every session already caught up.
Thirty days free with your real clients and your real programs. If Kaido doesn't hand you hours back, keep the sticky notes.