TBIZ: Client, Session & Business Manager

Thriving Business Manager helps coaches, consultants, and service providers manage client packages, session balances, purchases, and notes from one organized dashboard inside WordPress.

If you’re currently tracking client sessions using spreadsheets, Notion, Google Docs, email threads, or WhatsApp messages, Thriving Business Manager gives you a centralized system built specifically for package-based service businesses.

Whether you sell 4-session packages, 8-session packages, 12-session packages, or recurring coaching programs, Thriving Business Manager helps you keep track of who bought what, how many sessions they’ve used, and how many sessions remain.

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Perfect for:

• Business coaches
• Life coaches
• Career coaches
• Fitness coaches
• Wellness coaches
• Consultants
• Tutors
• Mentors
• Trainers
• Session-based service providers

Stop Managing Clients Across Multiple Tools

Most service providers struggle with questions like:

• How many sessions does this client have left?
• Which package did they buy?
• Did I already count that session?
• Where are my client notes?
• Which clients are still active?
• How much has this client spent?

Thriving Business Manager keeps everything organized in one place.

Key Benefits

• Track client session balances automatically
• Manage package purchases and ownership
• Store client notes and history
• View purchase history at a glance
• Reduce spreadsheet dependency
• Keep client information organized
• Give clients visibility into their purchases and remaining sessions
• Stay organized as your client base grows

Features

Client Management

• Create and manage client profiles
• Track active enrollments
• Edit client information
• Track client history
• Multi coach client management

Package Management

• Create service packages
• Define package pricing
• Set session quantities
• Display packages professionally
• Multi coach packages management

Purchase Tracking

• Record package purchases
• Maintain complete purchase history
• Link purchases to clients

Session Tracking

• Log session usage
• Automatically calculate remaining sessions
• View session history

Notes & Records

• Add private client notes
• Maintain coaching history
• Keep records organized by client

Client Portal

• View enrollments & package purchases
• Check remaining session balances
• Access client-specific information

Multi-Coach Support

• Coach ownership controls
• Data isolation between coaches
• Secure coach-specific records
• Support clients working with multiple coaches

Who Thriving Business Manager Is For

Thriving Business Manager is ideal for experts & service providers who sell sessions in packages and need a simple way to manage clients and track service delivery.

Examples include:

• Coaching businesses
• Consulting businesses
• Tutoring businesses
• Training businesses
• Mentorship programs
• Wellness practices

Why Choose Thriving Business Manager?

Many service providers use spreadsheets, notes apps, email conversations, or messaging platforms to manage client sessions.

Thriving Business Manager centralizes:

• Clients
• Packages
• Purchases
• Session balances
• Notes

So you can spend less time on administration and more time serving clients.

Use of 3rd Party Software

It does not connect to any external APIs or third-party services.