The active client journey
One place to run every session.
Session notes, tasks, resources, and messaging. All tied to the client. Kaido keeps the engagement organized so you stay focused on the coaching.
Step one · The session
You book the next session in seconds.
From the client record, pick the next available slot and book it, or let the client choose from inside their portal. Either way, it lands on both calendars automatically. No scheduling emails, no Calendly tab.
- → Coach books from the dashboard, client books from their portal
- → Syncs to Google or Outlook, confirmations sent automatically
Step two · The notes
Write your session notes where the client lives.
Before and after each session, write notes directly in the client record. They link to the session date, not buried in a separate doc. Every conversation is searchable, in context, in one place.
- → Notes stay private or get shared with the client on demand
- → Full history searchable across every session
Step three · The work
Send resources and assign tasks between sessions.
After the call, drop in a PDF, a link, or a worksheet and assign one to three tasks with due dates. The client sees everything in their portal the moment you save. No email attachments, no follow-up needed.
- → Resources organized per client, not lost in a shared drive
- → Task completion shows back in the coach dashboard
Step four · The client
The client works, and you see it happen.
Your client logs into their portal, reads the resource, checks off tasks, and sends you a message. You see their progress without asking. No check-in email, no guessing how things are going.
- → Task completion visible to the coach in real time
- → In-app messaging keeps everything in the client record
Step five · The loop
Mark it done. Queue the next one.
Add a reflection note, mark the session complete, and queue the next booking, all from one screen. The engagement record builds itself, session by session, until the program is complete.
- → Full session history, always visible to coach and client
- → Progress tracked automatically, no spreadsheet needed
Every client, every session, every note.
The engagement, end to end.
Scheduling, notes, tasks, resources, and messaging. Kaido runs every session so you can focus on the coaching.